Admin: Contact list

Mural board

User journeys

As an admin I want to...

• find contacts that joined recently

  • solution: show/hide columns in contact list table

  • solution: sortable columns

  • solution: email notifications each time a new user joins

• message contacts who joined since a last checked the list

  • solution: segments track new/old contacts that match the filter

• reuse a filter

  • solution: save filter as a segment

  • solution: query builder! choose OR or AND combinations; select different operators (equals, greater than, etc...)

• segment contacts with expired subscriptions

• search for a specific contact

  • solution: simple search box

• email a subset of contacts

  • solution: action buttons that operate on the visible (filtered) contacts

  • solution: checkboxes to select the contacts I want to email

• see if a contact is a newsletter subscriber and/or a paying member

  • solution: allow marking contacts with a star

• see which contacts are paying members

• see if one contact is a newsletter subscriber

  • solution: include yes/no in a column titled "newsletter subscriber"

  • solution: yes/no button filter for the contact list

• download a list of a subset of contacts

  • solution: export search results

• see the "status" of a contact

  • solution: expand contact and see a summary

• complete contact information for a single contact

  • solution: quick edit/edit-in-place for a set of items (WP inspired)

• be able to see all the results of my search

  • solution: pagination

  • solution: choose number of contacts per page

• get a quick breakdown of the number of contacts in different segments

  • solution: tabs for main filters + totals

  • solution: list of segments

  • solution: one line summary: X contacts of Y total

• see the number of contacts

  • solution: show number of results

• filter my contacts to see how many match a criteria

  • solution: show number of results

General criteria

Filters

Pre-existing filters; create your own filter; HMW make it easy to switch between opposite filters

A segment = saved combination of filters

• has/hasn't replied to a specific callout

• join date (time period)

• tag

• contribution status

• newsletter subscription

• newsletter groups

• contribution amount (ranges)

Types of filters: contains; equals; higher/lower than; date range. Note: check interactions with advanced search.

Combined filters: or/and.

Search (equals/contains)

Search box will search on contact name and contact email address.

Actions

• Export to file

• Send email or message

• Save segment/filter

• Add tag to selected contacts

• Create tag for selected contacts

• Select contacts for batch actions

• Post-MVP

  • Add new contact -- this action is currently in a different page

  • Edit subscription status -- this action might not be needed in the contact list, only in single contact page

Spec and MVP status

Required features for MVP

• Email selected contacts

• Quick search

• Advanced search (mostly portable from Bristol Cable, but needs to be Vue-ified)

• Pagination

• Standard segments (all, paying, expired, recently joined)

Features to be implemented after MVP

• "Add new contact" action

• CSV export of all or selected contacts

• Save filter as custom segment