- location
- profession
- research history with us
- user type
==== Database of opted in ux research participants ====
* [x] contact Megan about the list of people who opted into participating in research via a donation flow.
* [x] Find out who might help me create a database
* [x] Gather information on people who have opted into participating in research in various different contexts (fundraising tech, Media viewer and upload wizard feedback surveys)
* [x] talk with Dan or Carolynne about how they are using Sugar CRM
* [x] make an appointment with Carolynne and or Dan
* [x] meet with Dan to discuss Sugar
* [x] demo from Philipe or James A. of how Legal uses Sugar
* [x] 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)
* [x] request shortened URL for recruiting survey for card
* [x] once received, add Opt out of research url and release form to recruiting survey
* [x] request opting out general alias email from ops for opting out of research
* [x] write and send data retention whys to michelle
* [x] final review of survey wiht all parts in it from Michelle
* [x] 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)
* [x] add opt out email to research page on mediawiki
==== to do ====
* [] set up database: fields we need to track per user, etc.
* [x] comparison between sugar and salesforce
* [x] send recruiting survey out to community liasons
* [x] 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)
* [x] get login for Civi to play around with it and see if it will work for us
* [] Figure out if we can use Salesforce -
* [x] 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**: [[ https://trello.com/c/gxAMZROg/15-database-for-opted-in-research-participants | gxAMZROg ]]
* column: In Progress