Meeting Summary: UBI Works — Email Opt-in Form & Commonwealth Dividends — June 15, 2026

Ken Yang and Liam Wilkinson met in UBI Works’s Personal Meeting Room to discuss: (1) choosing between a Squarespace-native vs MailChimp-embedded email opt-in form, (2) progress on the Commonwealth dividends intro email and two-pager, and (3) the postal code collection strategy for existing subscribers. This meeting continues Sprint 1 work set on June 11: Commonwealth welcome email and tagging setup.

Key Discussion Points

Email Opt-in Form: Squarespace Native vs MailChimp Embedded

  • Two approaches being evaluated: (1) native Squarespace form vs (2) embedded MailChimp form. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Liam recommended MailChimp to minimize handoff issues and debugging needs. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Ken noted Squarespace-native forms may be marginally superior for long-term sustainability (fewer moving parts). [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Decision: Build one version of each and compare in real-time before committing. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]

Commonwealth Dividends Email Progress

  • Ken has drafted the intro email and two-pager for Commonwealth dividends, incorporating Liam’s insight with a planned modification. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Liam confirmed tags and welcome series infrastructure is fully set up. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Once Ken’s updated two-page brief is ready, Liam can schedule the email for the following morning. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]

Postal Code Collection from Existing Subscribers

  • Discussed whether to send a standalone email to existing subscribers requesting postal codes. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Ken expressed uncertainty about rushing this ask by the following day. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Decision: Postpone the standalone postal code ask — integrate it with future campaign sign-ups to improve uptake. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Prior LVT polling project had healthy participation; suggests presenting data collection as a value-add increases response. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]

Personal Notes

  • Ken working with his left hand due to a right-hand injury; limited for a few more days but not blocking work. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Liam mentioned biking and reading during the weekend rainstorm. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]

Action Items

  • Ken: Create a native email opt-in form in Squarespace and share a demo with Liam for review. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Ken: Update the two-page brief with agreed changes and relink for Liam’s review. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Liam: Review the intro email draft and complete any necessary changes natively. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]
  • Ken + Liam: Once both intro email and two-page brief are finalized, schedule them for sending the morning of 2026-06-16. [Source: Zoom meeting summary, gmail_id 19ecc44c7cd9ef23, 2026-06-15]

Entities Mentioned