>>> [!note] Migrated issue <!-- Drupal.org comment --> <!-- Migrated from issue #3541062. --> Reported by: [jdleonard](https://www.drupal.org/user/80902) >>> <p>(images didn't convey inline; attached without context)</p> <h2>0&#65039;&#8419; Who is here today? Please post your <a href="http://Drupal.org">Drupal.org</a> 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&rsquo;re joining us.</h2> <table> <tr> <td>bixgomez</td> <td>Richard Gilbert (bixgomez)&nbsp;(edited)</td> </tr> <tr> <td>beautifulmind</td> <td>Bhavin Joshi (beautifulmind)</td> </tr> <tr> <td>James Shields</td> <td>James here (lostcarpark)</td> </tr> <tr> <td>Lee Walker (mr_scumbag)</td> <td>Lee Walker (mr_scumbag)</td> </tr> <tr> <td>jdleonard</td> <td>JD Leonard (jdleonard). Austin Neighborhoods Council, a membership organization of membership organizations!</td> </tr> <tr> <td>fullstackmike</td> <td>Mike Crawford (pelicani) Philadelphia</td> </tr> <tr> <td>estevenson</td> <td>Erica Stevenson (speckles)</td> </tr> <tr> <td>Nico Grienauer</td> <td>Nico Grienauer (grienauer)</td> </tr> <tr> <td>bsnodgrass (he/him)</td> <td>Bob Snodgrass (bsnodgrass) Fox Valley Drupal Users Group and others</td> </tr> <tr> <td>Steve Ayers</td> <td>bluegeek9</td> </tr> </table> <h2>1&#65039;&#8419; 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. I'll start creating more threads in about 10 minutes.</h2> <table> <tr> <td>James Shields</td> <td>I've been tied up on a couple of other projects, but I should have some time to tackle some CRM issues this week.</td> </tr> </table> <h2>2&#65039;&#8419; Hands up! Who installed CRM Alpha 5 (or a later dev release)? What do you like? What could use improvement?</h2> <table> <tr> <td>James Shields</td> <td>I haven't yet, but I will make it a priority this week.</td> </tr> <tr> <td>jdleonard</td> <td><a href="https://www.drupal.org/project/crm">https://www.drupal.org/project/crm</a></td> </tr> <tr> <td>bixgomez</td> <td>I am going to do it today!</td> </tr> <tr> <td>estevenson</td> <td>I've installed the latest dev. So far my biggest feedback is this feature request:[#3542318]Aka, entering contacts one by one is something I know comes up at my org. Having a shortcut to immediate go back to the create contact forms after creating a contact seems like a good idea.</td> </tr> <tr> <td>bsnodgrass (he/him)</td> <td>I have a local Drupal CMS site I have added CRM and some other modules to. I will be using that to build out some proof of concept functionality. I need to make more headway on that and will have some feedback soon.</td> </tr> </table> <h2>3&#65039;&#8419; Regardless of whether you've installed CRM, what functionality should ship with CRM, as a base for more opinionated CRMs / specific client needs?</h2> <table> </table> <h2>4&#65039;&#8419; What fields would your membership organization (club, association, meetup group, nonprofit, etc.) likely add to a Person / Household / Organization Contact Type?&nbsp;(edited)&nbsp;</h2> <table> <tr> <td>jdleonard</td> <td>Notable fields/properties that ship with CRM are:NameAliasesStatusEmailsTelephonesAddressesStart DateEnd DateCommentsFull Name (Person)Preferred name (Person)</td> </tr> <tr> <td>estevenson</td> <td>This is definitely not a MVP feature, but some kind of External ID for syncing with other systems?Aka, a future sub module that allows a non-profit to sync contact data with something like Salesforce for Non-Profits (<a href="https://www.salesforce.com/nonprofit/">https://www.salesforce.com/nonprofit/</a>) so they can do stuff like allowing volunteer data entry without giving access to the internal site seems like a plausible use case to me</td> </tr> <tr> <td>jdleonard</td> <td>@estevenson Please see[#3400955] and add any thoughts there</td> </tr> <tr> <td>jdleonard</td> <td>Salesforce integration with CRM would already be possible via <a href="https://www.drupal.org/project/salesforce">https://www.drupal.org/project/salesforce</a> which provides a generalized mechanism of syncing Drupal entities with Salesforce objects (not specific to Drupal CRM)</td> </tr> <tr> <td>jdleonard</td> <td>Back in May I did some (non-exhaustive) research and documented a list of Drupal modules providing integrations with external CRMs: <a href="https://www.drupal.org/node/3522329">https://www.drupal.org/node/3522329</a></td> </tr> <tr> <td>estevenson</td> <td>Yep, those seem like good discussions on the issue to me</td> </tr> <tr> <td>bsnodgrass (he/him)</td> <td>:eyes:</td> </tr> </table> <h2>5&#65039;&#8419; What email marketing platform does your MO use today? What do you like? What do you not like? What features would you want to make sure Member Platform provides?&nbsp;</h2> <table> <tr> <td>jdleonard</td> <td><a href="https://zna.org/">ZNA</a> uses Mailchimp (Standard tier). Features we make regular use of include...</td> </tr> <tr> <td>jdleonard</td> <td>WYSIWYG block-based editor</td> </tr> <tr> <td>jdleonard</td> <td>Contact tags</td> </tr> <tr> <td>jdleonard</td> <td>Personalized email content via tag-based visibility configuration per content block</td> </tr> <tr> <td>jdleonard</td> <td>Scheduling emails in advance with recipients calculated at send time</td> </tr> <tr> <td>jdleonard</td> <td>Determine recipients based on tags/segments</td> </tr> <tr> <td>jdleonard</td> <td>Automated email when a Contact is tagged (e.g. thank you email for becoming a member)</td> </tr> <tr> <td>jdleonard</td> <td>Seeing email bounces is also important for us to know who we need to reach out to for updated contact info / catches typos in manually entered email addresses.</td> </tr> <tr> <td>jdleonard</td> <td>(to be clear, I don't think any of this is likely to ship with Member Platform 1.0, unless there is an existing solution that we adopt)</td> </tr> <tr> <td>bsnodgrass (he/him)</td> <td>Nice </td> </tr> </table> <h2>6&#65039;&#8419; Should the CRM tab under Content be promoted to a top-level item in Drupal's admin menu or should it remain nested under Content?</h2> <table> <tr> <td>jdleonard</td> <td></td> </tr> <tr> <td>kathc</td> <td>Webform lets the site builder decide (it&rsquo;s a switch in configuration). Default is under Structure.</td> </tr> <tr> <td>Steve Ayers</td> <td>Seems like an idea worth discussing after there is a stable release.</td> </tr> </table> <h2>7&#65039;&#8419; Who volunteers to go through all UI text in CRM and propose improvements?</h2> <table> <tr> <td>jdleonard</td> <td>For example, the text on the /admin/structure/crm page could use standardization and be made more user-friendly.</td> </tr> </table> <h2>8&#65039;&#8419; What mockups do we need for Member Platform 1.0 to get thinking about frontend needs?&nbsp;(edited)&nbsp;</h2> <table> <tr> <td>jdleonard</td> <td>Some sort of homepage</td> </tr> <tr> <td>jdleonard</td> <td>Join page</td> </tr> <tr> <td>jdleonard</td> <td>Member Directory page</td> </tr> <tr> <td>jdleonard</td> <td>Member Profile page (linked to from directory)</td> </tr> <tr> <td>jdleonard</td> <td>Calendar of events page</td> </tr> <tr> <td>jdleonard</td> <td>List of events page</td> </tr> <tr> <td>jdleonard</td> <td>Event page</td> </tr> <tr> <td>jdleonard</td> <td>RSVP mechanism (non-member)</td> </tr> <tr> <td>jdleonard</td> <td>RSVP mechanism (member)</td> </tr> <tr> <td>jdleonard</td> <td>Member profile edit page</td> </tr> <tr> <td>jdleonard</td> <td>Member add page (for Organizers)</td> </tr> <tr> <td>jdleonard</td> <td>Event add/edit page (for Organizers)</td> </tr> <tr> <td>jdleonard</td> <td>Manage RSVPs mechanism (for Organizers)</td> </tr> <tr> <td>jdleonard</td> <td>Manage members page (for Organizers)</td> </tr> <tr> <td>jdleonard</td> <td>Email members page (for Organizers)&nbsp;(edited)</td> </tr> <tr> <td>jdleonard</td> <td>Leave mechanism (for Departing Member)</td> </tr> <tr> <td>jdleonard</td> <td>Email template management (for Organizers)</td> </tr> <tr> <td>bsnodgrass (he/him)</td> <td>That&rsquo;s a good list to start. Are we thinking wireframe mockups for pages? and components?For &ldquo;members&rdquo; that have a user account we could use a dashboard&nbsp;(edited)</td> </tr> <tr> <td>bsnodgrass (he/him)</td> <td>Are we thinking of collaborating on the theme with Event&rsquo;s platform?</td> </tr> </table> <h2>9&#65039;&#8419; What workflows should be considered when planning out smoke tests?</h2> <table> <tr> <td>estevenson</td> <td>Aka - I'm going to try to figure this out myself, but if anyone wanted to call stuff out for me to go over that would be welcome</td> </tr> <tr> <td>jdleonard</td> <td>Raw brainstorm here...CRUD operations on everything at /admin/structure/crm, /admin/content/crm/contact,&nbsp;&nbsp; /admin/content/crm/relationship, /admin/config/crm/user/listTesting settings at /admin/config/crm/user/settings</td> </tr> </table> <p>Participants:</p>