Meeting assets for UBI Works’s Personal Meeting Room are ready! Meeting summary Quick recap Ken and UBI discussed ongoing work on email campaigns and technical issues with their systems. Ken reported drafting an email to the Commonwealth List for partner updates and mentioned working on moving cards from ready to complete status, including LVT polling for BC and creating a one-pager for LVT to use on their website. UBI shared that he was busy preparing materials for Tembo ahead of an upcoming conference and working on a welcome series that needed testing. They spent significant time troubleshooting a New Mode integration issue where campaign-specific tags were not properly syncing to Action Network contacts, though they confirmed that basic contact syncing was working and people were entering the email list with New Mode tags. UBI reassured Ken that while the additional campaign-specific tagging functionality was missing, the core requirements of identifying petition signers and segmenting them were still being met, and the missing features could be addressed later if needed. Next steps Ken Put in a ticket to New Mode to investigate the faulty tagging system issue. Conceptualize a one-pager for LVT to use on the website. UBI Review and touch up the draft email to the Commonwealth List as soon as possible, or by tomorrow morning. Test each email in the welcome series with Ken later today. Send out the donor emails (second top priority). Summary Commonwealth List Email Planning Ken and UBI discussed their recent activities, including Ken’s student auditions and UBI’s treatments for Dom. Ken mentioned drafting an email to the Commonwealth List and updating partners about driving sign-ups for the 24th. UBI agreed to review and potentially edit the email draft, with plans to complete it by the next morning if not sooner. Project Status and Task Updates Ken discussed moving cards from ready to complete status, including LVT polling for BC and creating a one-pager for LVT to use on their website. UBI mentioned being busy with pressing tasks, including preparing materials for Tembo ahead of an upcoming conference and preparing for an end-of-month talk. UBI also noted that testing the welcome email series and sending donor emails were priorities, and Ken mentioned the need to debug the new mode integration at some point. Action Network Tag Sync Issues Ken and UBI discussed issues with tags not syncing properly in the Action Network database despite new contacts being added successfully. They verified that contacts were being received since the 29th, including Heather Ferris, but found that campaign tags were missing from the system. Ken agreed to investigate the specific campaign tags that should be applied to new contacts. Campaign Tag Saving Issues Discussion Ken and UBI discussed issues with campaign tags not saving properly in the system. They identified that while some tags appeared to save temporarily, they were not persisting across sessions, and the problem occurred with multiple contacts including Heather Ferris and Nadeem Ismaili. Ken proposed submitting a ticket to New Mode to investigate the tagging system issue, as it might affect other users in the social advocacy and non-profit space. Tag Functionality and Utility Discussion Ken and UBI discussed the functionality and utility of tags, particularly the new MoTag that allows them to identify people coming in through petitions. UBI explained that while additional campaign-specific tags would be nice to have for future growth, they are not currently necessary as they can pull lists of people who took action from new mode when needed. The main requirements of identifying people entering the email list and tracking them through new mode have been met, with the additional functionality being considered a “nice to have” feature. View in Zoom AI can make mistakes. Review for accuracy. Please rate the accuracy of this summary. Thank you for choosing Zoom, The Zoom Team Zoom.com 55 Almaden Blvd San Jose, CA 95113 +1.888.799.9666 © 2026 Zoom Communications, Inc.