Member Platform (Slack) Meeting on January 22, 2026 [#3570704]

0️⃣ Who is here today? Please post your Drupal.org username if you have one. We provide issue credit for those contributing to the meeting beyond this thread. Especially if this is your first meeting, please mention a club, association, meetup group, non-profit or other membership organization (MO) you think could benefit from this initiative and/or tell us why you’re joining us.

Scott Wolpow	scottwolpow
bsnodgrass (he/him)	Bob Snodgrass (bsnodgrass) here from St Charles IL. net2community, Inc. and FoxValleyDrupal.org
beautifulmind	beautifulmind
richgerdes	richgerdes
Lee Walker (mr_scumbag)	Hello everyone.
paulmckibben	paulmckibben
jdleonard	JD Leonard (jdleonard), looking to use Member Platform for my local neighborhood association, among others
James Shields	James - LostCarPark. Hi!
svendecabooter	svendecabooter
mandclu	mandclu, Event Platform initiative could use Member Platform to plan meetings
mradamjohn	MrAdamJohn

1️⃣ Do you have any topics to propose for the meeting today? Open your own thread in the next numeric order or reply to this thread and I'll do it

2️⃣ Member Platform tracks. There are a number of work streams or tracks for Member Platform. Which do you want to contribute to and how? Especially seeking leaders for each track! (edited)

jdleonard	CRM (the base project)
jdleonard	Event management (edited)
jdleonard	Wireframes / mockups
jdleonard	Functional spec (spans some of the others)
jdleonard	Composing/sending emails to members (edited)
jdleonard	Membership tracking (CRM Membership; not needed for MP 1.0)
jdleonard	Member profile and directory
bsnodgrass (he/him)	I am deep diving on the CRM module. FoxValleyDrupal.org will have the CRM module installed live by Noon today! I think that’s the first official piece of the Member Platform. Not quite sure what or how we will use it yet, but I have ideas
bsnodgrass (he/him)	I also want to work on Event Registration and get it working on FoxValleyDrupal.org
jdleonard	Event attendee experience (registration etc.)
Scott Wolpow	crm.aa82.com will be in use by Sunday with first fields.Then I have tie that into a directory listing depending on the contact.Once a person claims that profile, it will show up on the crm. Not sure best field to use for this. I also want to record how they verified themselves. 1) Email 2) Phone code 3) SMS 4) Postcard with code or admin manuallyAny suggestions
Scott Wolpow	Do I make a new addon module for this function? In a different version I will want to see if the users upload history and when they last updated information .
jdleonard	@Scott Wolpow Would you please move your questions to a new thread so this one can remain focused on its topic?
James Shields	I am interested in the Membership tracking, though I know it's not going to play a big part in the initial release.
Scott Wolpow	Is this Composing/sending emails to members Transactional or a blast?
svendecabooter	Interested in contributing to CRM membership. I have an MR in that module's issue queue that could use architectural and functional review
mandclu	I'm interested in Event Management, but I would need to see (or at least understand) the scope before I could commit to leading it
jdleonard	Creating some new threads to discuss each track
Scott Wolpow	In member platform, are all users registered or can they just rsvp?Sometimes people don't want to register
jdleonard	@Scott Wolpow Please open a new thread for each question not related to who wants to contribute to tracks
mradamjohn	Member profile and directory - if no one else is interested or closer to the key pieces - I'm game to wrangle this area. Really it feels like a profile/x-profile2 + DrupalCRM area, am I right?
svendecabooter	@mradamjohn not sure if it's the same, but check https://www.drupal.org/sandbox/svendecabooter/3564294 - see[#3557244] but that's marked as postponed
svendecabooter	But if it's related to users instead of CRM contacts, then it would be profile/profile2 indeed I guess
jdleonard	@mradamjohn @svendecabooter In my mind, member profile and directory features for Member Platform might leverage a CRM Contact Profile module (which would allow attaching sets of fields to some Contacts without attached them to all Contacts), but would not necessarily have a dependency on that work. Member directory feature = list of members visible to members based on privacy settings. Member profile feature is the detail-page for a given member, field visibility based on privacy settings.

3️⃣ Seeking volunteer to reliably export Slack and Zoom meeting notes to Drupal.org issues (I've fallen behind). Instruction available!

bsnodgrass (he/him)

no time this week or next, but I could maybe help after that.

4️⃣ Meeting cadence / CRM vs. Member Platform

beautifulmind	Let's keep this meeting MP focused. For CRM, we can meeting in #crm
jdleonard	Following up to the discussions the past two weeks, I'm not planning to make any changes, but CRM (the base project) will naturally be less present in the meetings now that it has achieved beta and is mostly in refinement mode. Discussions will continue to include things in the larger CRM ecosystem as they relate to Member Platform
jdleonard	@beautifulmind Agree that discussions about CRM not specifically related to Member Platform should find themselves in #crm!

5️⃣ Wireframes / mockups

jdleonard	Anyone who doesn't have edit access who is willing to contribute, please DM me your email address to be added to our Balsamiq
jdleonard	The wireframes we're seeking to produce are listed at Mockup notes
jdleonard	If anyone wants a quick tutorial on using Balsamiq, please post here!

6️⃣ CRM Use case details

bsnodgrass (he/him)	@Scott Wolpow here’s a new thread for CRM details, ideas and discussion
Scott Wolpow	@bsnodgrass (he/him) Thankscrm.aa82.com will be in use by Sunday with first fields.Then I have tie that into a directory listing depending on the contact.Once a person claims that profile, it will show up on the crm. Not sure best field to use for this. I also want to record how they verified themselves. 1) Email 2) Phone code 3) SMS 4) Postcard with code or admin manuallyAny suggestionsDo I make a new addon module for this function? In a different version I will want to see if the users upload history and when they last updated information
Scott Wolpow	Also I will work up my use case for MemberPlatform for corps
bsnodgrass (he/him)	I’ve gotten as far as installing. I will likely be adding fields, and tying some contacts to users. I’m not sure how that works at this point. I don’t plan on contacts verifying their information, except for as users with their email.It makes sense allowing for verification of preferred communication information and channels, but I don’t know what kind of a level of effort that might be at this point. I do think it makes sense for an addon module. (edited)
bsnodgrass (he/him)	These are the existing ecosystem projects ATM: https://www.drupal.org/project/crm/ecosystem
Scott Wolpow	I am also doing the fields this weekend. The goal is to have a starting base of data.For corporate type of events etc, should that be variation of member platform
jdleonard	@Scott Wolpow I don't feel that I have enough context to properly respond to your initial question in this thread (I'd suggest providing a lot more detail) so I'm not sure whether this is helpful, but you could add a field to each relevant Contact Method Type to track, for example, whether a given Contact's email address has been verified.
Scott Wolpow	How would be attach mire data to a contact. In this case lets say Joe is bring the beverages. That comes from the planning function. Then Joe uploads the receipt. Then the organizer send him the money .Where does belong: In MP, or in an addon. We do not want CRM or MP to become feature bloated and complex.
jdleonard	I don't think potluck management, receipt management, misc. financial transactions between members, etc. is general purpose enough for CRM or MP. By all means, such things could thrive in the greater ecosystem. @estevenson and I discussed having "Organizer Notes" fields where random specific information could be associated with a given Contact, Event, or maybe Event Registration. That's a simple catch-all to help Organizers stay organized.
Scott Wolpow	I agree MP should be just whats needed for the basics of Member management and to plan events .Add ons could be vote for leaders etc

7️⃣ Event management

jdleonard	@mandclu wrote:I'm interested in Event Management, but I would need to see (or at least understand) the scope before I could commit to leading it
jdleonard	@mandclu See our pre-draft functional spec's Event management section. It needs refinement to clearly define 1.0 scope.Also, in that doc, Organizer Paul:Paul wants a way to publish event information and collect RSVPs from attendees, including the ability to manually add attendees and modify RSVPs.He wants to be able to segment contacts and bulk email them. Paul wants to be able to email contacts based on their RSVP status for a given event.and Offline Member, Jessica:Jessica has attended ADUG events without RSVPing. Paul adds Jessica as a Member without an email address in the ADUG site so her event attendance can be tracked, and, hopefully, he can get her email address so she can receive emails.and Prospective (Non-Member) Event Attendee Noah:Noah is a Visitor interested in attending an ADUG event. Noah expects to be able to RSVP for an event on the site without first having to separately become a member (and then find the event again and RSVP). It doesn’t matter to them that, upon RSVPing for the event, they will be considered a Member by ADUG.and Event Attendee Akira:Akira is a Member who receives an email from ADUG announcing their upcoming event. He clicks the link in the email and finds himself on a page with event details and a mechanism for him to RSVP. Akira logs in (if he is not already logged in) and registers for himself and a colleague, Petra, who is not a Member. Petra is added as an Offline Member. Akira receives a confirmation email and later receives an email Paul sends to attendees of that event about some last minute logistics.
jdleonard	@richgerdes has started the work to generalize Entity Registration to support registering any entity type (e.g. Contacts, not just Users).
jdleonard	Rich is also a maintainer of Event, which we have discussed as possibly providing an Event entity type (with fieldable bundles) that Member Platform would extend along with Entity Registration to meet requirements specific to Member Platform. Perhaps there would be a CRM Event or CRM Event Registration module that integrates CRM with Event and Entity Registration (e.g. supports Contacts as Event registrants).
	@mradamjohn has indicated to me a strong interest in contributing in this space as well
	See also Rich's projects:Event Groups Event Registration Event Ticketing Group Events(edited)
mandclu	I had the privilege of getting to know Rich at DC Asheville and can verify that he is super smart and a terrific human being. I haven't personally worked with the Event module, however, so if the plan is to base the MP events system around that, it would make sense to have Rich lead the way and I'll see what I can do to support
jdleonard	@John Oltman (Entity Registration maintainer) tells me he'll reach out to Rich in the coming days
richgerdes	Yeah, I've been working a little on the pr for registering any type of event this week. not enough to send up an update yet, but I should have more time before the next meeting. Working on some of the UI changes. Once that's done, we'll definitely need some testing and validation that everything is working and probably will need some discussion on a few things

8️⃣ Composing/sending emails to members

jdleonard	@Scott Wolpow wrote:Is this Composing/sending emails to members Transactional or a blast?
James Shields	Also, is it managed within Drupal/Member platform, or using an external service like MailChimp?
jdleonard	Here's what we have written down to date:#3516565: Functional spec: Outbound emails (1.0)
jdleonard	And from the functional spec's Organizer, Paul:He wants to be able to segment contacts and bulk email them. Paul wants to be able to email contacts based on their RSVP status for a given event.Paul expects to be able to customize the text of emails sent by the system to include information specific to ADUG and to make them more personal.
jdleonard	And Member, Jorge:Jorge was a Visitor who became a Member by providing his contact information on the site. He received a confirmation email including a welcome message from Paul. As a Member, Jorge expects to manage his email preferences so he only receives the types of emails he cares about (upcoming events) and not more general communications.(edited)
jdleonard	And Event Attendee, Akira:Akira is a Member who receives an email from ADUG announcing their upcoming event. He clicks the link in the email and finds himself on a page with event details and a mechanism for him to RSVP. Akira logs in (if he is not already logged in) and registers for himself and a colleague, Petra, who is not a Member. Petra is added as an Offline Member. Akira receives a confirmation email and later receives an email Paul sends to attendees of that event about some last minute logistics.
jdleonard	We've said that an email service provider (e.g. Mandrill, Sendinblue, Mailgun, Sendgrid, Postmark) is necessary to ensure deliverability. Member Platform is responsible for the composition and related user experience.
jdleonard	I would expect a way to select recipient Contacts (could be just each Contact's primary email address for 1.0), set subject, and a rich text editor for the body.
Scott Wolpow	I am going to use SES, But I may use PHPlist as the major domo and to build the emails.
jdleonard	@James Shields We've said that Member Platform is not seeking to integrate with Mailchimp or similar. Of course, nothing is stopping someone from doing so using https://www.drupal.org/project/mailchimp
Scott Wolpow	@jdleonard We do need a means for a mailer system to access the member data for each invite, that a mundane can use
jdleonard	@Scott Wolpow MP would provide a simple UI for composing emails based on Contact data / Event data. Is there a specific feature set you're seeking?
Scott Wolpow	@jdleonard What I am looking for is far outside the scope of MP. We should be able to select basic or another tool
jdleonard	MP will certainly not require you to use its email tool. If there are specific integration points you're seeking for other tools, you should make that known, but for 1.0 we'll be focused on MP's tool.
Scott Wolpow	Of course start simple, then complicate it

9️⃣ Membership tracking (not required for MP 1.0)

jdleonard	Work is currently focused on https://www.drupal.org/project/crm_membership
jdleonard	See[#3483002]
jdleonard	@svendecabooter wrote:Interested in contributing to CRM membership. I have an MR in that module's issue queue that could use architectural and functional review(linked above)
jdleonard	@James Shields wrote:I am interested in the Membership tracking, though I know it's not going to play a big part in the initial release.(edited)
jdleonard	For MP 1.0, we've said (to simplify scope) that every Contact is treated as a member.

In member platform, are all users registered or can they just rsvp?Sometimes people don't want to register

Scott Wolpow	What is best way to do this.
jdleonard	@Scott Wolpow Is your question whether a person registering for an event results in a User being created for that person?
Scott Wolpow	I have an event I just want a yes or a no. If No, it marks NO in the invitee list. If Yes, then checks for name and details, If not presents then prompts. When done asks if they want to register
jdleonard	In your scenario, a person (not logged in) navigates to the event page? If they RSVP "No", what gets added to the invitee list (do they provide their name or other details as part of that)?
Scott Wolpow	They are responding to an email invite, so a no just marks them as No thanks
jdleonard	Are they already a Contact (not User) in Drupal and the link they follow in the email contains their Contact ID or similar?
mradamjohn	It seems like this would be a specific (semi common) use case... Where they aren't an entity of any specific type (User, Contact etc) but it's just capturing a tally. Am I getting this right @Scott Wolpow? (edited)
Scott Wolpow	Yes, for instance my kayak group is having an event in April. Inviting 500 people. None are members of the site . Just want a yes or no, then ask if they want to join.
jdleonard	@Scott Wolpow When you go to look at the invitee list, do you expect to see only a count of "No" RSVPs or also the names or email addresses of those who RSVP'd "No"?
jdleonard	I'd assume that the 500 kayakers would be Contacts that you email and because the link sent out is tokenized somehow, when they RSVP it attributes the RSVP to their Contact (without forcing creation of a User)?
Scott Wolpow	Yes, and not all are Kayakers, this is for our fundraiser so many are just going ot the party
Scott Wolpow	I think others may also need this
jdleonard	You send an email to some set of Contacts, prompting them to RSVP for an event. Before they RSVP, should they be listed as "No response" or similar when an Organizer views the event? Or is the event not linked to the invitees until they RSVP "Yes" or "No"?
Scott Wolpow	I like your idea, this was we can do a second blast to non-responders.
jdleonard	Okay, then this sounds like an "invite selected contacts to a given event" feature, which would associated those Contacts as "invited" and shoot off emails to them facilitating RSVP. Will need to examine our scope to see if this can fit in 1.0 or come later.
Scott Wolpow	Ok
Scott Wolpow	In CRM they are just data, unless you select a site user, correct? Then the RSVP should work with just a RSVP, That requires hash in the outbound email. Will also allow the person to register
jdleonard	I'm not sure what you mean by "just data". A CRM Contact can (but is not required to) be linked to a User. The event registration stuff we're discussing is all in the context of Contacts being RSVP'd (whether by an Organizer, by a logged in User associated with the Contact, or by tokenized link letting a Contact RSVP). 1.0 Scope still needs refinement.
Scott Wolpow	Sounds good