Feature list

Member

Profile

• Overview

  • See latest notices posted by admins

  • Basic information about membership

• Referral scheme

  • Unique URL for referral

  • Gift reward

• Contribution details

  • See contribution

  • Update contribution

    • Change from gift contribution to paid

    • Increase/decrease amount

    • Change bank account

  • Prorate annual contribution increases

  • Cancel contribution

    • Feedback on cancellation reason

• Account details

  • Update name

  • Update email address

• Delivery details

  • Opt in/out of delivery

  • Update address

• Change password

• 2FA

Callouts

• See list of active and finished callouts

• See their callout answers

• Answer a callout

  • Different layouts for different types of callouts (e.g. ballots, surveys)

• Update answer (if callout allows it)

Admin

Members

• See list of members

  • Filter by name, email address, permissions (e.g. non-member, member, admin), tag

• Add a new member using GoCardless identifiers Used for support queries when someone’s signup fails because of a payment problem, an admin can process their membership rather than making them signing up again

Member profile

• View/update description, bio and tags

• View/update contact preference

• View/update contact details (email, phone, twitter)

• Basic notes associated with member

• View/update delivery details

Member profile (superadmin only)

• See system IDs, join date, last logged in

• Create password reset link

• Create login override link A time limited link that logs someone in without a password, useful for support queries when you have confirmed who they are and can send them a one click link to access their profile

• See GoCardless IDs

• See payment history

• Update email, name and delivery address

• Send transactional emails e.g. if they didn’t receive the welcome email for some reason you can resend it here.

• Update exports statuses (exports system described below)

• Update contribution amount, with prorating for annual contributions

• Override payment details This was used to update people’s bank account details before those features were built into the system. Still occasionally useful for edge case payment queries but should only be used by someone who knows what they are doing

• Set permissions on users e.g. Add/remove admin or superadmin access

• Change permission start/end dates e.g. Manually update membership expiry if you want to get them a free period

Projects (Cable links)

• Create a project

• View projects

Project view

• Update project information

• Delete project

• Add members to project

• Track engagement with member

  • Who they spoke to

  • When

  • Notes

  • Preferred contact

• Set project tag for member This is in addition to the system-wide tag members can have

Reports (superadmin only)

• See full list of payments for any period

Settings (superadmins only)

• Options

  • Set system-wide options Organisation name, home page URL, error message text

• Page settings Set share metadata for any page on the system. Most of the system is behind a login so when you share URLs on social media it always fetches the same data, but for some pages you want to set custom share metadata, e.g. if you are promoting a particular callout

Tools: Emails

• Send mail merge emails with templating support

• Reuse mail merge to resend emails to same or different recipients

• Keep history of mail merges

Tools: Exports (superadmins only)

• Create a tracked export

• See what data has previously been added to the export

• Set status for data within an export e.g. added, seen, processed

• Different export types (with filters)

  • Members

  • Callout answers

  • Referrals

  • Edition delivery

Notes

This has ended up being one of the most useful quick features I added. It allows admins to export different data from the system and keep track of whether they have exported that data before in a particular export. Some things it’s ended up being used for:

• Keeping track of referral gift fulfillment

• Sending editions to new members

• Tracking which members have joined since export was created

Tools: Notices (superadmins only)

• Display a notice to users when they view their profile e.g. tell them about an active callout, an event coming up, etc.

• Set notice expiry date or manually enable/disable

Tools: Callouts (currently called polls in admin view)

• View current and expired callouts

• Create new callout

  • Use predefined template or build own with form builder

• View callout responses

• Set callout start/end date or manually enable/disable

• Update callout details

• Sync answers with MailChimp for audience segmentation

Tools: Referrals (superadmins only)

• Set gifts for referral scheme

• Update stock for gifts

• Set different options for gifts e.g. S, M, L t-shirt sizes

Tools: Special URLs (superadmins only)

• Define set of actions URL triggers

• Expire URLs after a defined period for security

• Resends a new URL when someone loads an expired URL

• Current actions

  • Log in/out

  • Update contribution

  • Set tag

Notes

Useful for marketing campaigns to reduce friction for members, e.g. one-click up your contribution by £1 button in an email

Anyone

Join

• Choose contribution amount and period

• Go to GoCardless checkout for payment and process result

• Join survey: find out why member joined

• Recognises expired members and automatically reactivates their account

Gift membership

• Buy gift membership for someone

• Choose date when gift starts (e.g. 25/12/2020)

• Add personalised message

Behind the scenes

Payment system - GoCardless

• Tracks automatic payments and updates a member’s expiry date

Payment system - Stripe

• Processes payments for gift membership

Transactional emails

• Welcome

• Welcome - gift membership

• Reset password

• Cancelled contribution

• Restart membership

• Successful referral

• Gift membership

• Expired special URL - resend

Sends emails when they need to be sent!

Discourse SSO

• Allows members to sign into Discourse with their membership

• Syncs member’s details to Discourse

Mailchimp

• Syncs members with Mailchimp list

• Syncs member metadata for segmentation (e.g. contribution amount, whether they’ve answered a callout or not)

Grafana dashboard

• Real time data on joins, cancellations

• Take up rate/responses to callouts

• Long term trends (churn rate, income, joins vs cancellations, average duration)