Membermatters: Difference between revisions
| (10 intermediate revisions by the same user not shown) | |||
| Line 15: | Line 15: | ||
* we also need to edit frontend/src/i18n/en-AU/index.ts to change "mobile number" to "Phone Number (or X)" (it builds to /usr/src/app/frontend/dist/spa/assets/index.*.js ) | * we also need to edit frontend/src/i18n/en-AU/index.ts to change "mobile number" to "Phone Number (or X)" (it builds to /usr/src/app/frontend/dist/spa/assets/index.*.js ) | ||
* we are working on mounting the docker image with git on the server, so we can make changes to production and try them | * we are working on mounting the docker image with git on the server, so we can make changes to production and try them | ||
* RechnerFox setup a staging instance for us! | |||
* we should set up a schedule for rebasing in changes from upstream, then shoving our changes back on top. then we can deploy to docker directly from our github fork | * we should set up a schedule for rebasing in changes from upstream, then shoving our changes back on top. then we can deploy to docker directly from our github fork | ||
| Line 98: | Line 99: | ||
* Inactive / Active -> Supporter | * Inactive / Active -> Supporter | ||
* Inactive / Inactive -> Former Member | * Inactive / Inactive -> Former Member | ||
=== Membermatters-related workflow === | |||
# User submits Intent to join form | |||
# User creates an account / signs up on member matters. They land on a 'Contact Us' page for next steps - Membership Status: noob. Subscription Status: inactive | |||
# User adds payment info to member matters and selects a payment plan - Membership Status: noob. Subscription Status: active | |||
# User gets 3 endorsements achieved. Membership Status: noob. Subscription Status: active | |||
# Current members have next member meeting, check for new forms, review Taiga. | |||
6. For any members that meet all reqs, to make them a member: | |||
* [[add them to members mailing list]] | |||
* reply to their request form email that they have met reqs and are a member (this lets existing members know) | |||
* on MM in the frontend, go to Admin Tools >Signup Progress > click on SomeUser. (Can also see via Admin Tools > Members, Filter - All > click on SomeUser) Click the Make Member button. This sets their Membership Status in MM to active, and sends the Welcome Email. | |||
* [[get them door access]] | |||
7. User is a member! | |||
=== I want to become a member!! Onboarding Steps === | === I want to become a member!! Onboarding Steps === | ||
| Line 128: | Line 148: | ||
# '' Contact Info (Constance Config) - some of that is still membermatters / defaults (notably the email!) | # '' Contact Info (Constance Config) - some of that is still membermatters / defaults (notably the email!) | ||
# '' Seems like some timedate setting is still configured to be DD/MM/YYYY somehow? | # '' Seems like some timedate setting is still configured to be DD/MM/YYYY somehow? | ||
# '' UX: The ending page takes someone to Contact Us page, kinda unclear what the actual steps are | |||
# '' UX: Welcome email sent from MM says "here are some next steps" but it's empty, ha. | |||
# '' see also maybe [https://github.com/sudoroom/MemberMatters/issues the github issues page] | |||