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Add salutation options
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Description

Currently, there are only two salutation options to choose from. We should add more options to it on the donation and the membership application form, namely:

  • "Familie" (family)
  • "keine Angabe" (not given)

This field is mandatory for personal addresses, the newly added options result in changed behaviour of the (client- and server-side) validation.

Acceptance Criteria:

  • The initial status of the field displaying "Bitte auswählen" is retained, the field is still mandatory
  • When picking "keine Angabe",
    • the value is stored as such in the data set
    • the output of this value is omitted on the confirmation page
  • When picking "Familie",
    • the value is stored as such
    • the field "Vorname" (first name) becomes optional
    • the value is being displayed on the respective confirmation page
  • The automatic export of the data to our third-party system can export the fields as they are
  • The newly added salutation options can be displayed in Fundraising Operation Center
    • in the list view of donations and membership applications
    • in the detail view of single data sets within these lists

Event Timeline

That should not block the integration.

Adding this salutation is a feature, we still need to define. If we add it, the field for first name should not be mandatory anymore.

kai.nissen renamed this task from Verify 'Familie' salutation supported by all parts of application - Integrate new layout to Add salutation options.Feb 16 2018, 1:14 PM
kai.nissen updated the task description. (Show Details)

@kai.nissen family as an option needs to be redefined before implementing. We will at least need one full name for the donation receipt.

Highly relevant for this ticket: https://www.youtube.com/watch?v=ulJwW6zfR_o. Please watch.

To summarize: Please just remove the gender field. We really do not need to know peoples gender to accept their money.

If a backend system does not allow you to not specify the gender, here is what you could do anyway: Remove the field from our form. For the backend, always submit "male" (or "female" or whatever). Make sure the gender is not used anywhere in a mailing, letter or anything the user is going to see. Make sure these all say "sir or madam" or whatever is appropriate.

Done.

Don't forget to measure the increase in conversion.

There are more fields that can be removed, or be marked much more clearly for being "optional".