Hugh's Brain

UBI Works Meeting - 2026-04-20

2 min read

UBI Works Meeting - 2026-04-20

Participants

Quick Recap

Ken and Liam (UBI) discussed email formatting issues (resolved) for a scheduled email campaign. They addressed payment concerns with NationBuilder due to credit card issues and confirmed that remaining emails would be sent once payment was processed. The conversation covered plans to transition from NationBuilder to Action Network by May 14th, including the need to develop donor migration strategies and new email drip campaigns. They discussed creating personalized email content, with Ken planning to draft talking point emails while Liam would handle more personal introductory content, and agreed to include a CBC National clip featuring Floyd in the first email to new subscribers.

Next Steps

Ken:

  • Draft new intro email and series of initial drip emails (targeting first week of May for completion) [Source: Zoom Meeting, 2026-04-20]
  • Mention portable insurance and portable mortgage policy ideas to Melody next time they speak [Source: Zoom Meeting, 2026-04-20]
  • Meet with The Neighborhood Group at 2:30 to explore collaboration opportunities [Source: Zoom Meeting, 2026-04-20]

Liam Wilkinson (UBI):

  • Send the “AI is changing balance of power” email to remaining recipients tomorrow at 10 AM [Source: Zoom Meeting, 2026-04-20]
  • Send Ken the BIEN application for review and submit it [Source: Zoom Meeting, 2026-04-20]
  • Continue organizing to-dos and integrations for the transition to Action Network including donor migration strategy, with deadline of May 14th [Source: Zoom Meeting, 2026-04-20]
  • Set up UBI Works donor portal as priority; consider setting up separate HomeWealth portal as follow-up [Source: Zoom Meeting, 2026-04-20]
  • Investigate Ken’s account/verification email issue with X (platform/service) [Source: Zoom Meeting, 2026-04-20]

Summary

Weekend Catch-up: Ken shared details about attending a 2010s Jersey Shore-themed birthday party and spending time playing piano. [Source: Zoom Meeting, 2026-04-20]

MailChimp Email Spacing Issues: Liam (UBI) and Ken discussed issues with email spacing in MailChimp. Liam noted payment issues with NationBuilder meant some emails including charitable receipts may not have been sent; only a partial payment was made to restore limited functionality. Transition to Action Network by May 14th deadline. [Source: Zoom Meeting, 2026-04-20]

Donor Migration Strategy: Discussed building a donor migration strategy with separate donor portals for different organizations (UBI Works, HomeWealth). Ken agreed it was better to optimize messages for specific audiences. [Source: Zoom Meeting, 2026-04-20]

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