Create option to include qualitative notes to a conversation

[deasterdaywfp]

Allow collection of qualitative data by texters and an option to flag a convo they may need to reassign or need help on

[harpojaeger]

This is starting to venture into CRM territory. So far, Spoke has not been concerned with persisting data and has preferred to leave that to an org's external CRM. What kind of data do you think it'd be useful to collect here?

Separately, users being able to flag a contact as needing reassignment sounds like a good idea, but separate from this one.

[deasterdaywfp]

Short free text that would include survey questions that could be like primary language, gender identity, race/ethnicity identity, etc. Basically there are lots of uses that we have for this included past campaigns where we collect short responses of how a policy or action impacts that individual that can be used in a social media storytelling campaign or testimony.

I think this is hardly CRM level info to collect a short free text giving more context to an interaction.

Dylan Easterday National Volunteer Manager, Digital - Working Families Party Working Families http://workingfamilies.org *Text *(347) 460-9451 or Schedule https://calendly.com/deasterday Email [email protected] Done with email? me too - join me here http://bit.ly/WFP4theMany

On Wed, Jan 30, 2019 at 2:38 PM Harpo Jaeger [email protected] wrote:

This is starting to venture into CRM territory. So far, Spoke has not been concerned with persisting data and has preferred to leave that to an org's external CRM. What kind of data do you think it'd be useful to collect here?

Separately, users being able to flag a contact as needing reassignment sounds like a good idea, but separate from this one.

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub https://github.com/MoveOnOrg/Spoke/issues/1037#issuecomment-459079944, or mute the thread https://github.com/notifications/unsubscribe-auth/AiFnyuYCp1i-AYLKWf4b4lpgyJIFFk3Rks5vIfSdgaJpZM4aG5Vf .

[DinahSanders]

A few questions that come to mind immediately:

• What is the expected life-cycle of that piece of free text?
• What methods of export are required for it?
• Where is it stored?
• How is the association with the interaction maintained? (since that seems to be a requirement) and what does the life-cycle of interaction data mean for this piece of free text?
• Since this could be sensitive personal information associated with contact information (at least a first name and phone number), what privacy protections need to be in place, both in regards to its storage and who can view it?

[deasterdaywfp]

Great questions!

For what I expect would be the use cases with WFP and our allies we work directly with here are the thoughts I have:

• What is the expected life-cycle of that piece of free text? Likely no longer than the period of the campaign, so typically anywhere from a week to 12 months.
• What methods of export are required for it? I imagined export as text in a field exported as csv or txt file much like the message and survey export files format them currently. We would like to integrate these right into our AWS or Action Network or similar CRM at some point, but not immediately.
• Where is it stored? Why not in the same table as other survey data?
• How is the association with the interaction maintained? (since that seems to be a requirement) and what does the life-cycle of interaction data mean for this piece of free text? cannot this not be associated via interaction ID or a combination of the campaign ID and contact cell?
• Since this could be sensitive personal information associated with contact information (at least a first name and phone number), what privacy protections need to be in place, both in regards to its storage and who can view it? I would prefer that this "note" be visible by both the assigned texter to it and any admin or owner level users.

Hope that is helpful in some way!

Dylan Easterday National Volunteer Manager, Digital - Working Families Party Working Families http://workingfamilies.org *Text *(347) 460-9451 or Schedule https://calendly.com/deasterday Email [email protected] Done with email? me too - join me here http://bit.ly/WFP4theMany

On Wed, Jan 30, 2019 at 4:10 PM Dinah Sanders [email protected] wrote:

A few questions that come to mind immediately:

• What is the expected life-cycle of that piece of free text?
• What methods of export are required for it?
• Where is it stored?
• How is the association with the interaction maintained? (since that seems to be a requirement) and what does the life-cycle of interaction data mean for this piece of free text?
• Since this could be sensitive personal information associated with contact information (at least a first name and phone number), what privacy protections need to be in place, both in regards to its storage and who can view it?

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub https://github.com/MoveOnOrg/Spoke/issues/1037#issuecomment-459110022, or mute the thread https://github.com/notifications/unsubscribe-auth/AiFnyimi_CsCJ92bLWgPou-o5BHpnOFOks5vIgohgaJpZM4aG5Vf .

[harpojaeger]

Essentially, it sounds like this is just a text field instead of multiple-choice survey question. It probably would open up some interesting doors, and if we don't have to worry about persisisting the data it doesn't sound like a huge lift.

[deasterdaywfp]

@harpojaeger that sounds like an endorsement -- when / who might be able to try to take this on?

[codygordon]

@deasterdaywfp @inorvig FYI I'm currently working on the notes part of this request.

Here's the implementation plan:

1. Campaign-level Texter Experience toggle Show Notes Input will just be saved in the campaign features JSON.
2. The Notes input would be a texter-sideboxes extension, and the note data would be tied to the campaign_contact. This means it will persist for all texters who view the contact.
3. Although this data could be saved in a new campaign_contact notes column, to avoid a migration I will just put it in custom_fields column called notes. As an added bonus this means if a campaign admin uploads an existing notes column when loading in campaign contacts, the notes data will be displayed so folks can persist notes across campaigns and add to them.