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Prototype: untangle Step 2 of the signup form (opt-ins vs intent) - #1014

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Prototype: untangle Step 2 of the signup form (opt-ins vs intent)#1014
RisingOrange wants to merge 8 commits into
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prototype/onboarding-v2-two-axis

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@RisingOrange

@RisingOrange RisingOrange commented Aug 1, 2026

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Draft / design proposal for the onboarding-form redesign discussion. Not intended to merge as-is — it exists so the reworked intent step can be clicked through (and previewed via Netlify).

Before — current formAfter — this proposal
Before — current Step 2 After — reworked Step 2

What it changes (Step 2)

Mostly it untangles the current intent step rather than redesigning it. Two different kinds of choice are jumbled together there today:

  • Opt-ins — do you want our emails? The 🔔 "Keep me informed" newsletter and the 📰 Substack checkboxes.
  • Intent — how active do you want to be? Act now / Volunteer / Lead.

The proposal cleans up the specifics:

  • 🔔 copy — "Get global campaign updates, plus news from your local chapter," replacing "connect me with my local chapter", which wrongly implied chapter contact was gated by the checkbox (it isn't — a volunteer who skips it is still reachable about their volunteering via legitimate interest).
  • The newsletter stays a genuine opt-in for everyone, including Volunteers/Leads — nothing pre-checked or forced (marketing consent must be freely given).
  • Critical-alert floor notice under the opt-ins (copy from Show the critical-alert notice on the signup form #1010, plus a list-unsubscribe reassurance).
  • No "tick at least one" requirement, so a critical-alerts-only sign-up is reachable — the state the notice's premise assumes.

What each choice results in

Intent (pick one, optional) Critical alerts Global newsletter Chapter updates Local CTAs Personal outreach
None if 🔔 if 🔔
Act now if 🔔 if 🔔
Volunteer if 🔔 ✓ ‡ ✓ ‡
Lead if 🔔 ✓ ‡ ✓ ‡ + leadership

🔔 "Keep me informed" is an opt-in, independent of the intent choice. Ticking it adds the global newsletter (everyone) and chapter updates (for non-volunteers). None + 🔔 off = critical-alerts only; None + 🔔 on = the "keep me informed" signup. Act now gets the same treatment as None here — it's a signup-experience distinction (they see the action cards), not a contact tier.

‡ legitimate interest: Volunteers/Leads are reachable about the volunteering they joined without ticking 🔔, so they get chapter updates, CTAs and outreach regardless. The bell gates only their global newsletter. (List-scoped unsubscribe still applies.)

✓ yes · — no · "if 🔔" = only if Keep me informed is ticked · 📰 Substack is a separate-platform opt-in.

Chapter-scope note: the "None + no 🔔" cohort (opted into nothing → critical-alerts-only) is kept out of chapter scope entirely — a chapter never sees or contacts them; they receive only Global's critical alerts. So chapter scope = people who opted in or picked an intent (Act now / Volunteer / Lead), never the pure critical-only cohort. (A decided direction for the still-open #139 chapter-scope question.)

Open decisions this is meant to surface, not settle

  • Who receives chapter mail. Chapters have one undifferentiated send list today. The likely answer isn't a rigid informational-vs-CTA content split, but a per-send audience picker over a couple of curated segments (Everyone in the chapter / Volunteers & Leads), defaulting narrow so widening to the keep-informed folks is a deliberate, labelled choice. Typical result: updates → everyone, CTAs → volunteers, by sender judgment not a content rule. (The same audience discipline applies to global sends, where staff already have the segmentation tools.)
  • Newsletter opt-in vs default-on — the memo leans default-on; GDPR pushes to opt-in (pre-checked/forced is off the table).

Preview is safe to click through: the form performs no Airtable write without an API key configured.

Reworks Step 2 of the signup form into the two-axis model for the onboarding
design meeting (suggestion only, not intended to merge as-is):

- 'Keep me informed' becomes an honest INFORMATIONAL opt-in (global + local
  chapter updates), replacing the 'connect me with my local chapter' wording
  that gated nothing.
- Involvement tier (Act now / Volunteer / Lead) gates active chapter contact;
  Volunteer/Lead auto-include the informational opt-in (shown, not asked).
- Critical-alert floor notice shown under the opt-ins.
- Drops the 'at least one tick' requirement so a critical-alerts-only signup
  (privacy box only) is reachable, which the notice's premise assumes.
The auto-checked, locked 'Keep me informed' for the Volunteer/Lead tiers was a
forced marketing-consent, which can't be freely given (worse than a pre-tick:
the user can't refuse). The informational opt-in is now a genuine, uncheckable
opt-in for everyone; operational volunteer comms would ride legitimate interest
separately rather than a forced newsletter tick. Keeps the honest informational
wording, the critical-alert floor notice, and the no-mandatory-one submit.
Reuse the shipping notice string from PR #1010 ('...even if you don't opt into
any of these...') instead of a bespoke variant, so the prototype and the
in-flight notice read the same. The wording fits V2 even better than the current
form, since V2 drops the tick-at-least-one rule that made 'opt into nothing'
impossible.
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…ree-to-share

Matches the policy's actual mechanism (chapter sharing disclosed on a
legitimate-interest basis = notice, not consent). Model-agnostic: acknowledgement
works under joint controllership too. The 'shared with a separate entity' framing
is left for the joint-controllership / privacy-policy V3 pass.
@RisingOrange RisingOrange changed the title Prototype: two-axis onboarding intent step (design review) Prototype: untangle Step 2 of the signup form (opt-ins vs involvement) Aug 1, 2026
@RisingOrange RisingOrange changed the title Prototype: untangle Step 2 of the signup form (opt-ins vs involvement) Prototype: untangle Step 2 of the signup form (opt-ins vs intent) Aug 1, 2026
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