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Maniphest T358878

Enable 90 day snooze: Comms Preferences Centre update
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Description

We'd like to add/enable snooze functionality on our existing communications preference centre, so that supporters can choose to pause receipt of communications (specifically email for now) for a pre-determined period, as an alternate option to unsubscribing.

More context below

Following up from these Phabs:

T354586: Determine if we need to have 1-click unsubscribes on our thank you etc emails
T354231: One click unsubscribe - by Feb!
T354587: Add/ fix page to support 1-click-ubsubscribe

We have determined that our path forward is to offer supporters/subscribers a "manage your preferences" link in our transactional email footers in lieu of "1-click unsubscribe" functionality as described by Google in these documents.

This link will take them to a donor preferences page "https://donorprefernces.wikimedia.org/xxxxxxx" that will enable them to select and save their subscription preference. We'd like to add the ability for supporters to snooze/pause communications from us for a period of 90 days on this page.

mock-up below; please note we do not want to enable supporters to choose different kinds of communications from WMF right now, but will want to do so in the near future.

image.png (598×866 px, 88 KB)

Details

SubjectRepoBranchLines +/-
Don't wrap text in 'change email' linkmediawiki/extensions/DonationInterfacemaster+1 -0
Fix prefs display when contact snoozedmediawiki/extensions/DonationInterfacemaster+8 -3
Set snooze_date from email preferences consumerwikimedia/fundraising/crmmaster+23 -8
Hide snooze for opted out donorsmediawiki/extensions/DonationInterfacemaster+8 -4
Add snooze option to Email Preferences formmediawiki/extensions/DonationInterfacemaster+25 -2
Add snooze date to getPreferences outputwikimedia/fundraising/crmmaster+3 -1
Customize query in gerrit

Related Objects

Event Timeline

AKanji-WMF created this task.Mar 1 2024, 4:35 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptMar 1 2024, 4:35 PM
AKanji-WMF mentioned this in T296054: Featured Request: Have Civi reflect when an email has been unsubscribed 90 days .Mar 1 2024, 6:15 PM
AnnWF added a comment.EditedMar 4 2024, 4:10 PM

From slack, we need to make unsubscribe success message is not confusing for this 90 days snooze donor: sorry to see you go, you're unsubscribed OR thanks for updating your preferences, you will not receive emails to this address for 90 days.

AKanji-WMF moved this task from Triage to Next on the Fundraising-Backlog board.Mar 4 2024, 9:35 PM
AKanji-WMF added a comment.Mar 6 2024, 4:34 PM

Flagging that the functionality we are working towards is to enable supporters to also select comms preferences in the form:
https://docs.google.com/presentation/d/11stR8HNHRm2AVYKk5JY8wmhQGqdd1EIad_Mneqk1FP4/edit#slide=id.g1f20a8326f1_2_36

AKanji-WMF added a comment.Mar 20 2024, 1:30 AM

Noting that the confirmation page copy (after a subscriber submits their preferences) should be as follows:

Header: Email Preferences Updated
Main Copy: Your email settings have been successfully updated. We appreciate your continued support. If you have any questions or need further assistance, please don't hesitate to email us at donate@wikimedia.org

AKanji-WMF added a comment.Apr 3 2024, 9:03 PM

Noting we have copy now https://docs.google.com/document/d/1BNPWdQ12eA3Dymo7XcZeCc5Rz0RZwnwSHfA0LwU182g/edit#heading=h.8skob9yhpud9 -

AKanji-WMF moved this task from Next to Sprint +1 on the Fundraising-Backlog board.Tue, Apr 23, 2:28 AM
AKanji-WMF moved this task from Sprint +1 to Current Sprint on the Fundraising-Backlog board.Tue, Apr 23, 7:58 PM
AKanji-WMF added a project: Fundraising Sprint: hammertime($touch_this=false).Tue, Apr 23, 8:59 PM
Ejegg moved this task from Backlog to Doing on the Fundraising Sprint: hammertime($touch_this=false) board.Wed, Apr 24, 4:01 PM
AKanji-WMF added a subscriber: ehughes.Wed, Apr 24, 5:22 PM

looping you into this task, @ehughes !

Ejegg claimed this task.Mon, Apr 29, 2:08 PM
gerritbot added a comment.Mon, Apr 29, 3:13 PM

Change #1025388 had a related patch set uploaded (by Ejegg; author: Ejegg):

[mediawiki/extensions/DonationInterface@master] WIP add snooze option to Email Preferences form

https://gerrit.wikimedia.org/r/1025388

gerritbot added a project: Patch-For-Review.Mon, Apr 29, 3:13 PM
Ejegg added a comment.Mon, Apr 29, 3:18 PM
In T358878#9596774, @AnnWF wrote:

From slack, we need to make unsubscribe success message is not confusing for this 90 days snooze donor: sorry to see you go, you're unsubscribed OR thanks for updating your preferences, you will not receive emails to this address for 90 days.

Just saw this comment. I've made a new Phab to track that work: T363717: Update text on email preferences success page

Ejegg added a comment.EditedMon, Apr 29, 3:49 PM

Some questions to clarify the desired functionality:

  1. Should we show the snooze option when a donor is already opted out?

1.1) If we show the snooze option for opted-out donors, does selecting it opt them back IN after the snooze period ends?

  1. Do we need to show when a donor is already snoozed (assuming it's known to Civi)?

2.1) If so, do we need to show until when the donor is snoozed?
2.2) If a donor is already snoozed, should choosing the opt-in option cancel the snooze? (we need to check if this is possible via the Acoustic API)

gerritbot added a comment.Mon, Apr 29, 5:14 PM

Change #1025418 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Add snooze date to getPreferences output

https://gerrit.wikimedia.org/r/1025418

gerritbot added a comment.Mon, Apr 29, 6:04 PM

Change #1025435 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] WIP set snooze_date from email preferences consumer

https://gerrit.wikimedia.org/r/1025435

AKanji-WMF added a subscriber: MSuijkerbuijk_WMF.Mon, Apr 29, 6:12 PM

@MSuijkerbuijk_WMF adding you to this task so we can discuss these questions!

gerritbot added a comment.Mon, Apr 29, 7:57 PM

Change #1025418 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add snooze date to getPreferences output

https://gerrit.wikimedia.org/r/1025418

MSuijkerbuijk_WMF added a comment.Tue, Apr 30, 4:44 AM

@AKanji-WMF happy to meet to review these.

Ejegg added a comment.Wed, May 1, 1:26 PM

@MSuijkerbuijk_WMF and @AKanji-WMF for an initial version, I'm thinking of deciding the questions this way to simplify things:

  1. When a donor is opted out, we do not show the snooze option
  2. When a donor is snoozed, we show the snooze option as selected but do not add any text saying until when they are snoozed.
  3. If they are snoozed and submit the form again with the snooze option selected, we extend the snooze period to 90 days from the date of form submission.

Does that sound good?

MSuijkerbuijk_WMF added a comment.Wed, May 1, 1:33 PM

@Ejegg I'm talking to Anil in detail next week, but just thinking about these options, number 3 might not be too clear for donors, they might not be aware that they are re-snoozing themselves again (unless we tell them). That is my view, but open to see what is doable and the reasoning behind this.

gerritbot added a comment.Wed, May 1, 2:03 PM

Change #1026125 had a related patch set uploaded (by Ejegg; author: Ejegg):

[mediawiki/extensions/DonationInterface@master] Hide snooze for opted out donors

https://gerrit.wikimedia.org/r/1026125

Ejegg moved this task from Doing to Ready for Review on the Fundraising Sprint: hammertime($touch_this=false) board.Wed, May 1, 2:40 PM
gerritbot added a comment.Fri, May 3, 2:40 PM

Change #1025388 merged by jenkins-bot:

[mediawiki/extensions/DonationInterface@master] Add snooze option to Email Preferences form

https://gerrit.wikimedia.org/r/1025388

gerritbot added a comment.Fri, May 3, 2:41 PM

Change #1026125 merged by jenkins-bot:

[mediawiki/extensions/DonationInterface@master] Hide snooze for opted out donors

https://gerrit.wikimedia.org/r/1026125

gerritbot added a comment.Fri, May 3, 2:48 PM

Change #1026948 had a related patch set uploaded (by Ejegg; author: Ejegg):

[mediawiki/extensions/DonationInterface@master] Fix prefs display when contact snoozed

https://gerrit.wikimedia.org/r/1026948

ReleaseTaggerBot added a project: MW-1.43-notes (1.43.0-wmf.4; 2024-05-07).Fri, May 3, 3:00 PM
gerritbot added a comment.Tue, May 7, 12:08 AM

Change #1025435 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Set snooze_date from email preferences consumer

https://gerrit.wikimedia.org/r/1025435

AKanji-WMF edited projects, added Fundraising Sprint: ick(); removed Fundraising Sprint: hammertime($touch_this=false).Tue, May 7, 8:02 PM
Ejegg moved this task from Backlog to Ready for Review on the Fundraising Sprint: ick() board.Mon, May 13, 3:29 PM
gerritbot added a comment.Mon, May 13, 7:37 PM

Change #1026948 merged by jenkins-bot:

[mediawiki/extensions/DonationInterface@master] Fix prefs display when contact snoozed

https://gerrit.wikimedia.org/r/1026948

ReleaseTaggerBot edited projects, added MW-1.43-notes (1.43.0-wmf.5; 2024-05-14); removed MW-1.43-notes (1.43.0-wmf.4; 2024-05-07).Mon, May 13, 8:00 PM
Maintenance_bot removed a project: Patch-For-Review.Mon, May 13, 8:32 PM
Ejegg moved this task from Ready for Review to Done on the Fundraising Sprint: ick() board.Tue, May 14, 7:29 PM
Ejegg added a comment.Tue, May 14, 7:34 PM

@MSuijkerbuijk_WMF @AKanji-WMF we've got an MVP of this deployed. It's available by clicking on the Email preferences links on the Civi contact summary (that link may be down near the bottom of the right side now, not sure why).

The job to get the request into Civi runs every 5 minutes, so submitting a snooze request and reloading your prefs center link after that amount of time should show the snooze option as selected. It might take a few more minutes to get that snooze status into Acoustic.

MSuijkerbuijk_WMF added a comment.Wed, May 15, 8:21 AM

Thanks @Ejegg - looking good.

I tested and when reloading the link I saw the snooze option selected. Is that how we expect it to work? Did we talk about adding DR wording in there to clarify to the donor that it's selected? Apologies is this is already discussed, just asking for my information.

Looking at the MVP, does the change email also work? And one small design issue (see attached) there's a weird line break with the bracket caused by extra spaces between brackets that should be removed.

Screenshot 2024-05-15 at 12.17.46 PM.png (242×636 px, 19 KB)

Ejegg added a comment.Wed, May 15, 2:36 PM

good catch on that linebreak @MSuijkerbuijk_WMF . I've got a small style change that should fix it.

Ejegg added a comment.EditedWed, May 15, 2:37 PM

As far as the extra text goes, that's still totally an option. I just wanted to get something functional out as a first step.

Email change should be working, BTW.

gerritbot added a comment.Wed, May 15, 2:40 PM

Change #1031945 had a related patch set uploaded (by Ejegg; author: Ejegg):

[mediawiki/extensions/DonationInterface@master] Don't wrap text in 'change email' link

https://gerrit.wikimedia.org/r/1031945

gerritbot added a project: Patch-For-Review.Wed, May 15, 2:40 PM
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