Year 1 Feature List

This is the rough overview of what we want to build in year 1.

User area

  1. User database

  • ✅Database to save user data

2. Authentication

  • ▶️Sign up / Sign in to access user protected area

  • ❓user rights management, mainly paying members vs. non members

3. Email-Signup

  • Capture an Email address and other information as “Lead”

  • ✅Synch with email system (mailchimp) > consent

Different input channels/touchpoints

  • event (manual or via live engagement)

  • engagement sign up (e.g. fill in a form from crowd newsroom)

  • ✅payment sign up

4. User profile

- ability to change certain personal data (eg. payment data)

  • ✅easily login with my email address

  • status based on membership status and interactions etc.

  • Permissions: What can others see and search

  • Manage Subscriptions/notifications

  • delete my profile

5. User news stream/front page

  • ✅See current “engagement opportunities” (e.g. call-outs, crowd research)

  • access member content (e.g. financial reports, downloads), not paywall

6. Payment integration

Ensure that payment data can be handled in same place as user and member data.

  • Integrate stripe for one-off or recurring payments

  • ✅Allow to manually add user/ payment data

  • ✅Autoreminders for renewal

  • ✅sign up connected to payment

7. Mobile App

  • Develop in a mobile friendly version or as an app.

8. Admin area

  • Admin activation panel: Allow admin to access engagement tools and set up call-outs.

  • Notification to user:

    • alert

    • ✅email

    • sms

    • whatsapp - telegram

    • notification on the phone

    • ✅postage

Track contacts/ overview on contacts

  • ✅see all user profiles

  • ✅be able to manually modify them if asked

  • ➡️see/ track user activity

  • ➡️manage verified expert status (expert for different topics)

  • ✅see/ manage connection between experts & users

  • Auto-update with integrated tools (e.g. mailchimp)

Customisable filters for segments:

  • ✅contact information

  • ➡️activity

9. Engagement Modules

➡️Minimal versions of the following engagement modules with templates to make the use easy.

  • Voting

  • Survey

  • Crowdnewsroom integration

  • Discourse integration

  • Expert Circle

10. Further Integrations

  • ➡️Eventbrite (via Zapier)

11. Analytics

  • ➡️Engagement score

  • Reporting on Activity, Communication and KPIs → Dashboard (To be defined)

  • donor lifetime value

12. User data export

✅Export user data for use in other tools

✅Easy portability of data

13. Simple Referral system

  • Allow to set up a referral campaign

14. Localisation/Internationalisation

  • ➡️Software in German and English version

    • What is actually affected, looking at the feature list above? @sebastian (Translations of product copy, address fields in user profiles, but if payment is integrated via stripe, is it our problem?)

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