Platform build Live · 48 chapters · two-way SMS

Pathwell

A recovery-wellness platform for participants, chapter leads and national staff: join by text, track recovery capital, run chapters, report to funders.

Pathwell by YPR started as a 52-page platform outline written for an RFP. YPR had outgrown Solomon, a system with broken messaging, no participant login and single-facility limits. Instead of hiring a vendor, YPR had Optimistic build the product: a custom WordPress platform (plugin plus theme, 17 custom tables) with three role-based experiences. Participants register by email, pick a chapter, take the Recovery Capital Index, set goals and check in. Chapter leads run their roster, events, keyword text check-ins and announcements. National staff see the whole network, run reports, send campaigns and read de-identified AI insights. It runs on its own production domain, in staff testing, with real two-way SMS.

SectorRecovery nonprofit · Community platform
RoleDigital Clarity Partner
EngagementIn testing since July 2026 · ongoing
yprpathwell.com
Pathwell, homepage
Text a keyword to join
3 roles · 48 chapters
ClientPathwell
SectorRecovery nonprofit · Community platform
Scope52-page RFP → custom WordPress platform: plugin + theme, 17 custom tables, REST endpoints, Twilio and Brevo webhooks
RoleDigital Clarity Partner
Participant, lead & admin dashboardsRCI 10 / 36 / 68 assessmentsKeyword SMS check-insEvents with QR check-inFunder-ready reportsAI Insights, de-identified
Product strategyUXCustom WordPress platformSMS & email automationEventsReporting & AI insightsHosting & supportProduct strategyUXCustom WordPress platformSMS & email automationEventsReporting & AI insightsHosting & support

The RFP asked for a vendor. YPR got a product team: Pathwell went from a 52-page outline to a live, texting, reporting platform in one season.

The challenge

YPR needed one place where a young person in recovery could join a chapter, measure their own recovery capital and set goals, where a volunteer chapter lead could see who showed up and who is drifting, and where the national team could prove outcomes to funders. The previous platform could not message reliably, had no participant login and could only model one facility. The outline asked for all of this by October 1, with a six-figure vendor budget attached.

Two constraints shaped every decision. First, the data: recovery scores, phone numbers and attendance belong to real people, so consent, scoping and audit trails came before features. Second, the users: participants on phones, leads who log in a few times a month, and staff who need the whole network. The same platform had to feel simple to the first group and complete to the last.

The approach

One journey, applied to Pathwell.

01

Clarify

We read the full outline, kept WordPress as the required foundation, and put all application logic in a custom plugin instead of off-the-shelf add-ons: custom roles (participant, chapter lead, region manager, org admin), custom tables for goals, assessments, check-ins, keywords and an audit log, and a phased plan from auth to admin views.

RFP analysisPhased planRoles & data model
02

Design

The participant loop came first: register, verify, choose a chapter, take the RCI, set goals, check in, see progress. Then the staff dashboards with real data, not mock charts. When the first visual direction read as too much glass, the whole platform was flattened to solid surfaces with one button system, a segmented role switcher and a first-run Get Started checklist.

Participant loopStaff dashboardsDesign system
03

Activate

Brevo handles email, Twilio handles a toll-free number with two-way SMS: every chapter has a keyword (text DEN to join or check in), inbound texts log attendance against live events or use a numbered-reply fallback, and STOP and START sync consent. Each chapter gets a public link-in-bio page with a QR code and a live Happening Now check-in form. Events support recurring series, reminders, waitlists, sign-up questions and public share pages; announcements go by email, SMS or both, with Are-you-coming polls.

Twilio SMSBrevo emailKeyword check-inEvents v3QR pages
04

Scale

The test build adds guided tours, a bug-report bar and self-registration for staff testers, plus admin tools: view-as impersonation, data retention, system health, report builder with snapshots, and AI Insights that only ever see aggregate, small-cell-suppressed numbers. The public events and chapters feeds also power the Events page on youngpeopleinrecovery.org, so a meeting scheduled in Pathwell shows up on the main site in minutes.

Admin toolsAI InsightsReportsPublic feedsTester build
What’s inside

Three audiences, one platform.

Participant dashboard

A Get Started checklist, RCI results with domain bars, goals and check-ins, upcoming meetings, milestones and a resource finder, all on a phone-first layout.

Recovery Capital Index

The official 10-, 36- and 68-item instruments with scheduled prompts, history over time and staff views that compare a chapter against the national average.

Keyword SMS

One keyword per chapter on a toll-free number. Text it to join or check in; pre-signup texts are linked to the account later by phone.

Events

Recurring series with six-week horizons and auto-renewal, RSVP with waitlists, reminders, sign-up questions, square cover images and public share pages with maps.

Chapter pages & QR

Every chapter gets a public link-in-bio page its lead can edit, a downloadable QR code, and a Happening Now check-in card during meetings.

Announcements

Email, SMS or both, to a chapter, an event audience or the whole network, with test sends, segment counts and Are-you-coming polls.

Chapter dashboard

Roster, participant cards, at-risk flags, attendance charts with the national line, tasks with checklists, subgroups and bulk add.

Reports & AI Insights

CSV and printable reports, scheduled snapshots, and a reporting-only AI summary that works from de-identified aggregates.

Admin tools

Master Control for people and chapters, magic-link invites, view-as, data retention, system health, bug reports and a Dev Log.

By the numbers

A real platform, on a real domain, with real texts.

48
Chapters loaded, each with a keyword
3
Role-based experiences
68
Items in the full Recovery Capital Index
17
Custom database tables
2
Channels, email and two-way SMS
52
Pages in the original outline

Pathwell is in staff testing on its production domain. Screens shown use a sample chapter and sample participants; real participant data is never used in marketing.

See it live

The whole homepage, top to bottom.

yprpathwell.com
Pathwell, full homepage
Start with clarity

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