• location
• profession
• research history with us
• user type

Database of opted in ux research participants

• contact Megan about the list of people who opted into participating in research via a donation flow.
• Find out who might help me create a database
• Gather information on people who have opted into participating in research in various different contexts (fundraising tech, Media viewer and upload wizard feedback surveys)
• talk with Dan or Carolynne about how they are using Sugar CRM
• make an appointment with Carolynne and or Dan
• meet with Dan to discuss Sugar
• demo from Philipe or James A. of how Legal uses Sugar
• create a general alias email for people to request to be removed from the opted in database. (Need to add this to the survey and have available)
• request shortened URL for recruiting survey for card
• once received, add Opt out of research url and release form to recruiting survey
• request opting out general alias email from ops for opting out of research
• write and send data retention whys to michelle
• final review of survey wiht all parts in it from Michelle
• find out from Michelle if she wants the opt out of research emails to come to legal also. (sent email -waiting for response July 16)
• add opt out email to research page on mediawiki

to do

• set up database: fields we need to track per user, etc.
• comparison between sugar and salesforce
• send recruiting survey out to community liasons
• investigate contractors to set up the database for our needs
• Start flowing participants into the system
• Dan will have a conversation with Erik about local or external hosting of the database (one for Zero and one for UX research)
• get login for Civi to play around with it and see if it will work for us
• Figure out if we can use Salesforce -
• find a good contractor for research (Karti)

• sending MSA and data privacy docs to contracts@ for legal review. when we officially begin the 30-day free trial, our sign-up account gets converted after the 30 days into our actual account, so we should run by legal first just in case for any red flags.
  • send over org id to nikki if legal signs off
• nikki from salesforce says 1gb is the storage capacity, and $600/yr for extra 500MB

Trello card: gxAMZROg

• column: In Progress