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.

mradamjohn MrAdamJohn ... present and accounted for :wink:
fullstackmike Mike Crawford (pelicani) paying attention and looking at working on CRM Granualar Access.
Eric (sikofitt) Eric :wave:
jdleonard JD Leonard (jdleonard) enjoying rain out my window
paulmckibben paulmckibben - lurking! :male_vampire:
Scott Wolpow Scott Wolpow (scottwolpow)
mortona2k mortona2k. Interested in building membership sites for group orgs, working on site templates to help others get started.
freelock John Locke (freelock)
bsnodgrass (he/him) Bob Snodgrass, (bsnodgrass) catching up late - no idea where my calendar entry went!
svendecabooter svendecabooter

1️⃣ Please open your own thread in the next numeric order to start a discussion on a topic/track. Or, reply to this thread and I'll do it.

2️⃣ DrupalCon Chicago insights. Please share any take-aways relevant to Member Platform!

mortona2k I can't stop thinking about CiviCRM. Is it feature complete? (Looks like it has everything you could imagine)Is the UX good? The backend has a basic UI. I’m not sure about setup workflows or how much experience is needed for typical use. I feel like this is the area with the biggest opportunity to improve. Is the DX bad? The Drupal integration is basic, but functional. Many devs have civi horror stories. A Drupal based system would be much more familiar.I'm not advocating for sticking with civi. More like trying to draw from what works and clarify the use cases we need to support.
bsnodgrass (he/him) I haven’t worked with CiviCRM in years, so I will withhold my comments regarding how it might be today. The transition was had for them from D7-D8. If I had a client on it right now, and the installation was stable, I would maybe stick with it.CiviCRM is complex and I don’t think it’s a good fit for the same profile of membership organization we are building the member platform for.
jdleonard Though certainly not for every use case, there's clear value in a Drupal-native CRM option, but I think there's a lot we can learn from CiviCRM. IMO, our chief advantage is the greater Drupal ecosystem and community that will make it (relatively) easy to craft more specific/opinionated CRMs like Member Platform. @Barbara Errickson Thanks for sharing more at DrupalCon Chicago about how you use CiviCRM for your HoA.

3️⃣ Member profile and directory

mradamjohn I should have prepared an update with the potential for new folks from the recent event... Didn't think of it until now. I'll go gather some notes, but in the meantime - who is here that cares about this topic, and if you're new just help us understand why. Thanks... !
mradamjohn Reviewing my notes and I have a draft spec and gap analysis and a bunch of work that is probably good to share with folks when the interest comes about. Took me a bit, as I got a call I needed to take, good thing this wasn't a 1h zoom! 🙂 Drupal.org spec issue #3515737 — Member Directory & Profiles
mradamjohn One of the areas of conversation, I think we covered indirectly at a few of our meetings has been "Membership Lifecycle" which in the case of internal company directories might be better called Employee Lifecycle but the ideas translate consistently to solve both problems effectively. For those new or wishing for a recap on scope; Member directory feature = list of members visible to members based on privacy settings. Member profile feature = detail page for a given member, field visibility based on privacy settings.
mradamjohn Anyhow my logic for mentioning lifecycle is because, while it isnt in scope for this effort it is highly related and dependent. imho
And that leads me to synthesizing the areas where I think we need input and discussion might help shape practical solution-ing (building the things):Directory UI — What should the member listing look like? What do people search/filter by?Opt-out — Should members be visible by default or hidden? Can admins override?Field privacy — How granular should "who sees what" be on profiles? Per-role? Per-field? Both?Profile photo — Fallback when there's no photo? Gravatar, initials, placeholder?If you've built anything like this or have strong opinions, that's exactly what we need right now.
tia!
bsnodgrass (he/him) :eyes:
bsnodgrass (he/him) Good thoughts here. I do think we want to consider the membership lifecycle and we should certainly get more input and discussion in those areas.I would suggest we look at the actual Membership Directory based onA publically facing directory, A directory for membersA directory listing for membership managersI think members should be able to opt out of listing information the public and member listing,If we start with that, we can lock things down further as necessary.
mradamjohn I agree I don't want to consider it in this area - definitely - BUT I mentioned it because in drafting ideas around architecture and product development in this space, it's essential... To the rest of your post I need to defer. I'll be back!
jdleonard For inspiration, here's how Open Intranet styles its employee directory and profiles: https://youtu.be/7PRuKjPJ9qs?t=46
jdleonard I think it would be most helpful for someone to propose something specific in our Balsamiq wireframes (DM me for access if you don't have it)
I don't know that the directory for 1.0 needs any filters out of the box apart from a search box to cover name and whatever other relevant-to-search fields we provide out of the box e.g. maybe bio. Or perhaps we need a filter for "Is current member"? (edited)
Ideally, I think an admin (might be "Organizer") should be able to determine whether profiles' privacy is:PublicRestricted to membersRestricted to OrganizersSet by member (in which case, Organizer should be able to set the default for new members)I think it could be reasonable to reduce the complexity somehow for 1.0.
Ideally I think field-level privacy should follow an analogous pattern, constrained by the profile's overall privacy.
Profile photo fallback I don't have an initial opinion on.
Bob's comment has me thinking about there possibly being a distinct directory whose audience is Organizers and which has more levers and dials. That would help prevent the member/public directory from trying to please too many stakeholders.
jdleonard There are some more (old) thoughts in the Mockup Notes doc

4️⃣ Event management / event registration

jdleonard Event module spec started at DrupalCon Chicago. Please dive in and contribute! DM with your Google Account if you don't have edit access.
jdleonard CRM Event Spec - needs updating to supplement rather than duplicate the Event module spec and generally needs input/feedback/improvements

5️⃣ Composing/sending emails to members (edited)

jdleonard At DrupalCon Chicago, we had some discussions about emails and started a spec doc, that needs some love
zengenuity I saw that a new CRM Email project that was created that references Easy Email. I'm not currently using CRM with any clients, but I am the maintainer of Easy Email. Let me know if there are any blockers or difficulties in Easy Email that are making it hard for you to use in CRM, and I'll see if I can help.
jdleonard Thanks Wayne!
zengenuity Also note that there is a project to bring templated HTML email capability into core. I'm part of this work. There's a possibility we might get this into Drupal 12, but I'm not sure. It's been slow going.
zengenuity It won't be like Easy Email. It would be a lower-level thing where you could specify a twig template for an email. It's a replacement for hook_mail().
zengenuity Easy Email would be rewritten to use it once it becomes available in core. The core functionality is more of a replacement for Symfony Mailer Lite, which I also maintain.
jdleonard I have a very basic crm_email module locally that I'll share out by tomorrow. It's going to need some love...
jdleonard @zengenuity would love to pick your brain on the Member Platform wishlist for sending emails to CRM Contacts. Would you be game for a call next Wednesday, sometime 10-4 CT? All here would be welcome.
zengenuity Next wed I could do 2pm CT.
jdleonard I sent an invite. Anyone who wants to join, DM me for a calendar invite or join us then at https://us06web.zoom.us/j/84479695855?pwd=egAqYsS1EwEnK0S0Uj56swhb51aqoN...
Eric (sikofitt) @jdleonard Can you send an invite so I don't lose the link?
freelock I'll try to join then
bsnodgrass (he/him) Very full day next Wednesday.. I have conflict. Will there be a recap?
jdleonard For sure!
jdleonard @dangur (context for my calendar invite)

6️⃣ Wireframes / mockups

Scott Wolpow I am finally catching up, thanks to my buddy Claude.
bsnodgrass (he/him) Wouldn’t you hate to be a person with the name Claude?

7️⃣ Documentation

8️⃣ CRM Membership

Steve Ayers There are issue I need to review.
mradamjohn are you saying you have issues, my friend? 🙂

9️⃣ CRM (generally)

fullstackmike working on CRM Granualar Access.#3508458: Relationship based Access Control (ReBAC)
Steve Ayers Do you want to have a huddle to review the status of issue #3508458?
fullstackmike Yeah, that would be cool.

🔟 Stanford WebCamp presentation

Eric (sikofitt) @Steve Ayers I was going to setup CRM this weekend and build a research or affiliate group with it.
Eric (sikofitt) I was also thinking about maybe creating a module or recipe. crm_research maybe?
mradamjohn are you going to the WebCamp or helping with it...? what context to the "setup CRM" would you like to share?
Steve Ayers @Eric (sikofitt) Let have a chat and review what you have. I have been thinking about the presentation too.
jdleonard I believe Eric and Steve submitted a session for this conference.
Eric (sikofitt) are you going to the WebCamp or helping with it...? what context to the "setup CRM" would you like to share?I'm one of the lead organizers and Steve submitted a session. :grin:  I'm going to setup CRM for use in a university research group, or paid affiliate research membership program.Let have a chat and review what you have. I have been thinking about the presentation too.I don't have anything yet. :upside_down_face: But i'll work on that.

1️⃣1️⃣ Drupal CRM on Talking Drupal

Comments

jdleonard created an issue. See original summary.

jdleonard’s picture

jdleonard
he/him
Primary language English
Location Austin, Texas
commented
Issue summary: View changes
Status: Active » Fixed

Now that this issue is closed, review the contribution record.

As a contributor, attribute any organization that helped you, or if you volunteered your own time.

Maintainers, credit people who helped resolve this issue.

Status: Fixed » Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.