eCampaigning Tool Roadmap
Goal for 1.0 release: a complete, powerful, scalable, easy to use e-campaigning tool.
Note: minor releases (i.e. 0.1.x) are bug fixes thus aren't explicitly mapped.
This 'roadmap' is an evolving draft. Some plans may be brought forward if someone wished to develop them (or fund their development) and others may be pushed forward/back if they are deemed more/less complex or more/less urgent. The most accurate 'roadmap' will always be the next version 'in development'.
Version 0.1 - core functionality (completed June 2005)
- Develop a basic tool for deploying Campaign Actions via Plone (letters and petitions)
- Include completion tracking, data download, etc.
- 0.1.9: The only version to support Plone 2.0.x, 2.1.x and 2.5.x
- not publicly released due to the significant re-factoring of product for version 0.2.0 (but available on request)
- Used on whiteband.org since June 2005 (versions 0.1.8 and 0.1.9)
Version 0.2 - flexible architecture (Beta 1 released 29 March 2007)
- No longer supports Plone 2.0.x
- Generalisation of Action Editions
- Configurable Action Steps
- Layout determined by CSS
- Pre-configured simple, multi-step and smart-step actions
- Data merge (dynamic content) functionality
- Conditional Field Blocks and HTML Blocks
- Action launch 'announce' feature
- Integrated update checker
- Integrated help system
- Works with LinguaPlone? 1.x
- Make /takeaction the default view (with contentview tabs when logged in) and change the current default 'view' to an 'overview' tab
- Architectural: Reduced bottleneck created by use of portal_factory by switching away from it
- Default settings optimised for use for single campaigns so small groups can get the most out of it with minimal configuration changes
- Add method for viewing a list of people who have taken action
Version 0.3 - usability and community
- Identify suitable components to develop or refactor as web 'services'
- Add Pledges and other action types to the default Action Types
- Information page on edition creation for basic instructions and links to additional information with ability to turn it off/on via portal_properties
- Integrate Google Analytics option (javascript code and change link tracking codes to match Google Analytics)
- Integrate social news/bookmarking link options
- PMI option to configure tracking (add/remove access rule)
- Holding page for pre-launch and action expiry
- Ability to have conditional steps: based on condition determine what step (or no step) to display to a particular supporter 'case'
- Enable full step level presets so that 'step types' can be selected to accelerate the step creation process.
- Ability to have conditional fields: based on condition determine if a field should be included on a form relevant to a particular supporter 'case'
- Pre-populate forms via url variables (stored in session) or permanent cookies
- Extended tracking system (open and click-through tracking)
- Automatic integration of open and click-through tracking in thank-you emails
- tell-a-friend content (emails, signatures, etc.) integrated into action steps and emails (cut-and-paste, encoded mailto link, etc)
- Configurable portlet containing a sub-set of edition fields displayed across the site
- Usability improvements with the integration elements into single view (w edit, create, change options) + external editor link
- Add visualisation of Action Edition steps on Action Edtion overview page
- Inclusion of a range of 'getMergeData' scripts (and TTW selector)
- Inclusion of larger range of pre-configured 'action types'
- Provide ways to hide advanced options from classes of users
- Produce proposal for XML format for action editions
- Enable syndicated feeds of actions editions including auto-discovery link in html header
- Config Check if tracking is set-up
- Integrate a configuration management tool to allow for different configurations to be released for different needs (e.g. small campaigns vs. multi-campaign organisations vs. multi-member coalitions)
- eCampaigning Forum community integration (register from tool, updates from site, etc.)
Version 0.4 - data integrity
- Identify suitable components to develop or refactor as web 'services'
- User management and options (for running as a service and coalition-ish organisations)
- Centralisation of data storage
- Ability to include 'offsite data' in the overall figures (merge action records in from file or add as aggregate figures)
- Integration with external CRM/DB
- Robust validation (email, post code, address, geo coding) and duplicate prevention
- Ability to associate Campaign Actions with Campaigns and Campaigns with Organisations
- Add 'organiser' system to categorise/tag actions according to theme, issue, focus, etc. (i.e. Plone Ontology?)
Version 0.5 - analysis and reporting
- Identify suitable components to develop or refactor as web 'services'
- Tracking Registry to match codes with meaning and owners
- Statistics and Key performance indicators
- Filterable reports
- Statistics/data sync with FairSay?'s Benchmarking Tool
- Rule based data export for distributing data from the same source to multiple 'owners' (coalitions/multi-country orgs)
Version 0.6 - geo location
- Identify suitable components to develop or refactor as web 'services'
- Geo-Political Target matching (based on postal code, address) - 1-step using ajax/rest
- Geo & language sensitive actions (delivers 'local' action edition at universal URL)
- Tailored Geo-Political targeting: rate each target according to scale (e.g. supportive, neutral, opponent) and present a tailored message depending on a target's rating on this scale.
Version 0.7 - mass emailing
- Identify suitable components to develop or refactor as web 'services'
- Broadcast/Mass Emailing tool integration
- Email segmenting based on configurable rules - including Geo location (provided like post code or derived like last known IP/lang code)
- Updated statistics and reports with emailing results
- Taking actions (and other options like unsubscribes and address changes) possible by replying to email
- Web and Email Split Testing Framework (Splitting, Tracking, Reporting)
Version 0.8 - mashup-able
- Identify suitable components to develop or refactor as web 'services'
- Integrate polls
- Remote form reverse-engineer tool & re-posting tool
- eCampaigning Tool API for other systems to interact with it
Version 0.9 - campaign fundraising
- Identify suitable components to develop or refactor as web 'services'
- Campaign fundraising modules
Version 1.0
- Identify suitable components to develop or refactor as web 'services'
- Usability improvements
- Ensure complete translations for major languages
Version 1.1
- Identify suitable components to develop or refactor as web 'services'
- Integration with FairSay?'s Mobiliser tool
Version 1.2
- Identify suitable components to develop or refactor as web 'services'
- Geo-IP/browser language code based homepage & portlet content
- Package 'Plone for Campaigners' distributions (single organisation campaigns and coalition-ish campaigns)
Version 1.3
- Develop Wrapper so it works in other CMS (i.e. Drupal, Joomla)
Version 1.x
- To be determined
