Hey, I'm building out the join experience today and tomorrow. Here's the flow I'm envisioning: 1. Form with name, title, org, email address 2. Code of conduct with checkbox to agree 3. Redirect to paypal and pay 4. Redirect back to IDPro "welcome to the org" page 5. Someone manually adds them to the mailman list (I'm sure we can find a way to automate that later) 6. Someone sends them a welcome email (again, automate that later) Thoughts? Any steps I'm missing? Anything that could make the experience awesomer? Any other information we legally need to collect from them as members? Sarah Squire Engage Identity http://engageidentity.com
Looks about right... One thought - how easy would it be to put #2 first then #3, pull the name/address etc from PayPal, then #1 as a confirmation step? It would be nice to optionally collect twitter handles to allow a post-registration mutual follow - I don't think that's a large personal information liability to have that in the simple starter profile - probably same degree as email addy. *Andrew Hughes *CISM CISSP Independent Consultant *In Turn Information Management Consulting* o +1 650.209.7542 m +1 250.888.9474 1249 Palmer Road, Victoria, BC V8P 2H8 AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ *Identity Management | IT Governance | Information Security * On Fri, Jun 16, 2017 at 9:47 AM, Sarah Squire <sarah@engageidentity.com> wrote:
Hey,
I'm building out the join experience today and tomorrow. Here's the flow I'm envisioning:
1. Form with name, title, org, email address 2. Code of conduct with checkbox to agree 3. Redirect to paypal and pay 4. Redirect back to IDPro "welcome to the org" page 5. Someone manually adds them to the mailman list (I'm sure we can find a way to automate that later) 6. Someone sends them a welcome email (again, automate that later)
Thoughts? Any steps I'm missing? Anything that could make the experience awesomer? Any other information we legally need to collect from them as members?
Sarah Squire Engage Identity http://engageidentity.com
_______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org http://kantarainitiative.org/mailman/listinfo/idprosc
So my sense is that it is a bit thin. Understandable for a new org, but the CoCo points outwards that you will be a good person to the industry users does not say anything to the 'contract' to join the org. And it is a Contract. Kantara has been a little light on this too, but is intending to tighten up in coming months. An ideal membership Agreement would have a confirmation/signature that the applicant has read the essentials of the org.. that usually involves the benefits, Bylaws, Operating Procedures, privacy statement, IPR agreement and so on. I know ID Pro does not have these but pointing it out now for consideration later. The hard part is making an awesome UX while preserving the fact that there is an exchange - consideration of money in return for benefit with these rules applying. Cheers Colin Executive Director Cell: +44 (0)7490 266 778 Kantara Initiative Inc. <https://kantarainitiative.org/> On Fri, Jun 16, 2017 at 5:54 PM, Andrew Hughes <andrewhughes3000@gmail.com> wrote:
Looks about right...
One thought - how easy would it be to put #2 first then #3, pull the name/address etc from PayPal, then #1 as a confirmation step?
It would be nice to optionally collect twitter handles to allow a post-registration mutual follow - I don't think that's a large personal information liability to have that in the simple starter profile - probably same degree as email addy.
*Andrew Hughes *CISM CISSP Independent Consultant *In Turn Information Management Consulting*
o +1 650.209.7542 <(650)%20209-7542> m +1 250.888.9474 <(250)%20888-9474> 1249 Palmer Road, Victoria, BC V8P 2H8 AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ *Identity Management | IT Governance | Information Security *
On Fri, Jun 16, 2017 at 9:47 AM, Sarah Squire <sarah@engageidentity.com> wrote:
Hey,
I'm building out the join experience today and tomorrow. Here's the flow I'm envisioning:
1. Form with name, title, org, email address 2. Code of conduct with checkbox to agree 3. Redirect to paypal and pay 4. Redirect back to IDPro "welcome to the org" page 5. Someone manually adds them to the mailman list (I'm sure we can find a way to automate that later) 6. Someone sends them a welcome email (again, automate that later)
Thoughts? Any steps I'm missing? Anything that could make the experience awesomer? Any other information we legally need to collect from them as members?
Sarah Squire Engage Identity http://engageidentity.com
_______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org http://kantarainitiative.org/mailman/listinfo/idprosc
_______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org http://kantarainitiative.org/mailman/listinfo/idprosc
One topic we've discussed in the past is that membership to IDPro is more like a subscription rather than a membership in the sense of Kantara's membership. There is no IP contribution for ID Pro, and I'm having trouble thinking of how the bylaws would be relevant to this kind of subscription/membership. Sure, a Terms of Membership maybe. *Andrew Hughes *CISM CISSP Independent Consultant *In Turn Information Management Consulting* o +1 650.209.7542 m +1 250.888.9474 1249 Palmer Road, Victoria, BC V8P 2H8 AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ *Identity Management | IT Governance | Information Security * On Fri, Jun 16, 2017 at 11:49 AM, Colin Wallis <colin@kantarainitiative.org> wrote:
So my sense is that it is a bit thin. Understandable for a new org, but the CoCo points outwards that you will be a good person to the industry users does not say anything to the 'contract' to join the org. And it is a Contract. Kantara has been a little light on this too, but is intending to tighten up in coming months. An ideal membership Agreement would have a confirmation/signature that the applicant has read the essentials of the org.. that usually involves the benefits, Bylaws, Operating Procedures, privacy statement, IPR agreement and so on. I know ID Pro does not have these but pointing it out now for consideration later. The hard part is making an awesome UX while preserving the fact that there is an exchange - consideration of money in return for benefit with these rules applying. Cheers Colin
Executive Director Cell: +44 (0)7490 266 778 <+44%207490%20266778> Kantara Initiative Inc. <https://kantarainitiative.org/>
On Fri, Jun 16, 2017 at 5:54 PM, Andrew Hughes <andrewhughes3000@gmail.com
wrote:
Looks about right...
One thought - how easy would it be to put #2 first then #3, pull the name/address etc from PayPal, then #1 as a confirmation step?
It would be nice to optionally collect twitter handles to allow a post-registration mutual follow - I don't think that's a large personal information liability to have that in the simple starter profile - probably same degree as email addy.
*Andrew Hughes *CISM CISSP Independent Consultant *In Turn Information Management Consulting*
o +1 650.209.7542 <(650)%20209-7542> m +1 250.888.9474 <(250)%20888-9474> 1249 Palmer Road, Victoria, BC V8P 2H8 AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ *Identity Management | IT Governance | Information Security *
On Fri, Jun 16, 2017 at 9:47 AM, Sarah Squire <sarah@engageidentity.com> wrote:
Hey,
I'm building out the join experience today and tomorrow. Here's the flow I'm envisioning:
1. Form with name, title, org, email address 2. Code of conduct with checkbox to agree 3. Redirect to paypal and pay 4. Redirect back to IDPro "welcome to the org" page 5. Someone manually adds them to the mailman list (I'm sure we can find a way to automate that later) 6. Someone sends them a welcome email (again, automate that later)
Thoughts? Any steps I'm missing? Anything that could make the experience awesomer? Any other information we legally need to collect from them as members?
Sarah Squire Engage Identity http://engageidentity.com
_______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org http://kantarainitiative.org/mailman/listinfo/idprosc
_______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org http://kantarainitiative.org/mailman/listinfo/idprosc
OK, if it is more like a subscription then I retract my comments. IP was a 'just in case' than making an arbitrary assumption. And yes, Bylaws is a bit heavy for a subs org.. tho' some of that sentiment should transfer to the new instrument. Executive Director Cell: +44 (0)7490 266 778 Kantara Initiative Inc. <https://kantarainitiative.org/> On Fri, Jun 16, 2017 at 7:55 PM, Andrew Hughes <andrewhughes3000@gmail.com> wrote:
One topic we've discussed in the past is that membership to IDPro is more like a subscription rather than a membership in the sense of Kantara's membership. There is no IP contribution for ID Pro, and I'm having trouble thinking of how the bylaws would be relevant to this kind of subscription/membership. Sure, a Terms of Membership maybe.
*Andrew Hughes *CISM CISSP Independent Consultant *In Turn Information Management Consulting*
o +1 650.209.7542 <(650)%20209-7542> m +1 250.888.9474 <(250)%20888-9474> 1249 Palmer Road, Victoria, BC V8P 2H8 AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ *Identity Management | IT Governance | Information Security *
On Fri, Jun 16, 2017 at 11:49 AM, Colin Wallis < colin@kantarainitiative.org> wrote:
So my sense is that it is a bit thin. Understandable for a new org, but the CoCo points outwards that you will be a good person to the industry users does not say anything to the 'contract' to join the org. And it is a Contract. Kantara has been a little light on this too, but is intending to tighten up in coming months. An ideal membership Agreement would have a confirmation/signature that the applicant has read the essentials of the org.. that usually involves the benefits, Bylaws, Operating Procedures, privacy statement, IPR agreement and so on. I know ID Pro does not have these but pointing it out now for consideration later. The hard part is making an awesome UX while preserving the fact that there is an exchange - consideration of money in return for benefit with these rules applying. Cheers Colin
Executive Director Cell: +44 (0)7490 266 778 <+44%207490%20266778> Kantara Initiative Inc. <https://kantarainitiative.org/>
On Fri, Jun 16, 2017 at 5:54 PM, Andrew Hughes < andrewhughes3000@gmail.com> wrote:
Looks about right...
One thought - how easy would it be to put #2 first then #3, pull the name/address etc from PayPal, then #1 as a confirmation step?
It would be nice to optionally collect twitter handles to allow a post-registration mutual follow - I don't think that's a large personal information liability to have that in the simple starter profile - probably same degree as email addy.
*Andrew Hughes *CISM CISSP Independent Consultant *In Turn Information Management Consulting*
o +1 650.209.7542 <(650)%20209-7542> m +1 250.888.9474 <(250)%20888-9474> 1249 Palmer Road, Victoria, BC V8P 2H8 AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ *Identity Management | IT Governance | Information Security *
On Fri, Jun 16, 2017 at 9:47 AM, Sarah Squire <sarah@engageidentity.com> wrote:
Hey,
I'm building out the join experience today and tomorrow. Here's the flow I'm envisioning:
1. Form with name, title, org, email address 2. Code of conduct with checkbox to agree 3. Redirect to paypal and pay 4. Redirect back to IDPro "welcome to the org" page 5. Someone manually adds them to the mailman list (I'm sure we can find a way to automate that later) 6. Someone sends them a welcome email (again, automate that later)
Thoughts? Any steps I'm missing? Anything that could make the experience awesomer? Any other information we legally need to collect from them as members?
Sarah Squire Engage Identity http://engageidentity.com
_______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org http://kantarainitiative.org/mailman/listinfo/idprosc
_______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org http://kantarainitiative.org/mailman/listinfo/idprosc
The join experience is ready for testing! Please try to break it on your phones and computers and whatnot. Send any bugs my way. https://idpro.org/join/ Sarah Squire Engage Identity http://engageidentity.com On Fri, Jun 16, 2017 at 1:31 PM, Colin Wallis <colin@kantarainitiative.org> wrote:
OK, if it is more like a subscription then I retract my comments. IP was a 'just in case' than making an arbitrary assumption. And yes, Bylaws is a bit heavy for a subs org.. tho' some of that sentiment should transfer to the new instrument.
Executive Director Cell: +44 (0)7490 266 778 <+44%207490%20266778> Kantara Initiative Inc. <https://kantarainitiative.org/>
On Fri, Jun 16, 2017 at 7:55 PM, Andrew Hughes <andrewhughes3000@gmail.com
wrote:
One topic we've discussed in the past is that membership to IDPro is more like a subscription rather than a membership in the sense of Kantara's membership. There is no IP contribution for ID Pro, and I'm having trouble thinking of how the bylaws would be relevant to this kind of subscription/membership. Sure, a Terms of Membership maybe.
*Andrew Hughes *CISM CISSP Independent Consultant *In Turn Information Management Consulting*
o +1 650.209.7542 <(650)%20209-7542> m +1 250.888.9474 <(250)%20888-9474> 1249 Palmer Road, Victoria, BC V8P 2H8 AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ *Identity Management | IT Governance | Information Security *
On Fri, Jun 16, 2017 at 11:49 AM, Colin Wallis < colin@kantarainitiative.org> wrote:
So my sense is that it is a bit thin. Understandable for a new org, but the CoCo points outwards that you will be a good person to the industry users does not say anything to the 'contract' to join the org. And it is a Contract. Kantara has been a little light on this too, but is intending to tighten up in coming months. An ideal membership Agreement would have a confirmation/signature that the applicant has read the essentials of the org.. that usually involves the benefits, Bylaws, Operating Procedures, privacy statement, IPR agreement and so on. I know ID Pro does not have these but pointing it out now for consideration later. The hard part is making an awesome UX while preserving the fact that there is an exchange - consideration of money in return for benefit with these rules applying. Cheers Colin
Executive Director Cell: +44 (0)7490 266 778 <+44%207490%20266778> Kantara Initiative Inc. <https://kantarainitiative.org/>
On Fri, Jun 16, 2017 at 5:54 PM, Andrew Hughes < andrewhughes3000@gmail.com> wrote:
Looks about right...
One thought - how easy would it be to put #2 first then #3, pull the name/address etc from PayPal, then #1 as a confirmation step?
It would be nice to optionally collect twitter handles to allow a post-registration mutual follow - I don't think that's a large personal information liability to have that in the simple starter profile - probably same degree as email addy.
*Andrew Hughes *CISM CISSP Independent Consultant *In Turn Information Management Consulting*
o +1 650.209.7542 <(650)%20209-7542> m +1 250.888.9474 <(250)%20888-9474> 1249 Palmer Road, Victoria, BC V8P 2H8 AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ *Identity Management | IT Governance | Information Security *
On Fri, Jun 16, 2017 at 9:47 AM, Sarah Squire <sarah@engageidentity.com
wrote:
Hey,
I'm building out the join experience today and tomorrow. Here's the flow I'm envisioning:
1. Form with name, title, org, email address 2. Code of conduct with checkbox to agree 3. Redirect to paypal and pay 4. Redirect back to IDPro "welcome to the org" page 5. Someone manually adds them to the mailman list (I'm sure we can find a way to automate that later) 6. Someone sends them a welcome email (again, automate that later)
Thoughts? Any steps I'm missing? Anything that could make the experience awesomer? Any other information we legally need to collect from them as members?
Sarah Squire Engage Identity http://engageidentity.com
_______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org http://kantarainitiative.org/mailman/listinfo/idprosc
_______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org http://kantarainitiative.org/mailman/listinfo/idprosc
Hi all, I tested the first page, it seems fine. A couple of questions: 1. Are you ready to put a short list of benefits up? There may be some questions about that. 2. Where does the form go? Does it feed to a database, or is there an email notification? 3. Does the notification go out even if payment is not completed? If not, that can be helpful so we can reach out to folks who aren’t ready to pay yet, and see what their hesitation is, so we can turn them around. 4. Who receives notifications of payment? Can you remove me and Alicia from the contact us form and add April? April, please let us know if it should go to anyone else. The membership form and paypal notification should go to April as well. Thank you! Best of luck at CIS – I can’t wait to see the results! Megan From: idprosc-bounces@kantarainitiative.org [mailto:idprosc-bounces@kantarainitiative.org] On Behalf Of Sarah Squire Sent: Friday, June 16, 2017 4:47 PM To: Colin Wallis <colin@kantarainitiative.org> Cc: idprosc@kantarainitiative.org Subject: Re: [Idprosc] Join Experience The join experience is ready for testing! Please try to break it on your phones and computers and whatnot. Send any bugs my way. https://idpro.org/join/ Sarah Squire Engage Identity <http://engageidentity.com/> http://engageidentity.com On Fri, Jun 16, 2017 at 1:31 PM, Colin Wallis <colin@kantarainitiative.org <mailto:colin@kantarainitiative.org> > wrote: OK, if it is more like a subscription then I retract my comments. IP was a 'just in case' than making an arbitrary assumption. And yes, Bylaws is a bit heavy for a subs org.. tho' some of that sentiment should transfer to the new instrument. Executive Director Cell: +44 (0)7490 266 778 <tel:+44%207490%20266778> <https://kantarainitiative.org/> Kantara Initiative Inc. <https://drive.google.com/uc?id=0B7y8c3lrgRtUUjRFMHFMQm1BR3M&export=download> On Fri, Jun 16, 2017 at 7:55 PM, Andrew Hughes <andrewhughes3000@gmail.com <mailto:andrewhughes3000@gmail.com> > wrote: One topic we've discussed in the past is that membership to IDPro is more like a subscription rather than a membership in the sense of Kantara's membership. There is no IP contribution for ID Pro, and I'm having trouble thinking of how the bylaws would be relevant to this kind of subscription/membership. Sure, a Terms of Membership maybe. Andrew Hughes CISM CISSP Independent Consultant In Turn Information Management Consulting o +1 650.209.7542 <tel:(650)%20209-7542> m +1 250.888.9474 <tel:(250)%20888-9474> 1249 Palmer Road, Victoria, BC V8P 2H8 <mailto:AndrewHughes3000@gmail.com> AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ <http://ca.linkedin.com/pub/andrew-hughes/a/58/682/> Identity Management | IT Governance | Information Security On Fri, Jun 16, 2017 at 11:49 AM, Colin Wallis <colin@kantarainitiative.org <mailto:colin@kantarainitiative.org> > wrote: So my sense is that it is a bit thin. Understandable for a new org, but the CoCo points outwards that you will be a good person to the industry users does not say anything to the 'contract' to join the org. And it is a Contract. Kantara has been a little light on this too, but is intending to tighten up in coming months. An ideal membership Agreement would have a confirmation/signature that the applicant has read the essentials of the org.. that usually involves the benefits, Bylaws, Operating Procedures, privacy statement, IPR agreement and so on. I know ID Pro does not have these but pointing it out now for consideration later. The hard part is making an awesome UX while preserving the fact that there is an exchange - consideration of money in return for benefit with these rules applying. Cheers Colin Executive Director Cell: +44 (0)7490 266 778 <tel:+44%207490%20266778> <https://kantarainitiative.org/> Kantara Initiative Inc. <https://drive.google.com/uc?id=0B7y8c3lrgRtUUjRFMHFMQm1BR3M&export=download> On Fri, Jun 16, 2017 at 5:54 PM, Andrew Hughes <andrewhughes3000@gmail.com <mailto:andrewhughes3000@gmail.com> > wrote: Looks about right... One thought - how easy would it be to put #2 first then #3, pull the name/address etc from PayPal, then #1 as a confirmation step? It would be nice to optionally collect twitter handles to allow a post-registration mutual follow - I don't think that's a large personal information liability to have that in the simple starter profile - probably same degree as email addy. Andrew Hughes CISM CISSP Independent Consultant In Turn Information Management Consulting o +1 650.209.7542 <tel:(650)%20209-7542> m +1 250.888.9474 <tel:(250)%20888-9474> 1249 Palmer Road, Victoria, BC V8P 2H8 <mailto:AndrewHughes3000@gmail.com> AndrewHughes3000@gmail.com ca.linkedin.com/pub/andrew-hughes/a/58/682/ <http://ca.linkedin.com/pub/andrew-hughes/a/58/682/> Identity Management | IT Governance | Information Security On Fri, Jun 16, 2017 at 9:47 AM, Sarah Squire <sarah@engageidentity.com <mailto:sarah@engageidentity.com> > wrote: Hey, I'm building out the join experience today and tomorrow. Here's the flow I'm envisioning: 1. Form with name, title, org, email address 2. Code of conduct with checkbox to agree 3. Redirect to paypal and pay 4. Redirect back to IDPro "welcome to the org" page 5. Someone manually adds them to the mailman list (I'm sure we can find a way to automate that later) 6. Someone sends them a welcome email (again, automate that later) Thoughts? Any steps I'm missing? Anything that could make the experience awesomer? Any other information we legally need to collect from them as members? Sarah Squire Engage Identity <http://engageidentity.com/> http://engageidentity.com _______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org <mailto:IDProSC@kantarainitiative.org> http://kantarainitiative.org/mailman/listinfo/idprosc _______________________________________________ IDProSC mailing list IDProSC@kantarainitiative.org <mailto:IDProSC@kantarainitiative.org> http://kantarainitiative.org/mailman/listinfo/idprosc
participants (4)
-
Andrew Hughes -
Colin Wallis -
Megan Cannon -
Sarah Squire