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Provide address update form for donors and members
Closed, ResolvedPublic

Description

As a service employee,
I want donors and members to be able to provide their addresses in a way we can process automatically
so that the amount of manual work to update/correct addresses is being reduced significantly.

When sending out donation receipts to donors and members, there is quite an amount of postal mail that can't be delivered, because of outdated or errorenous addresses. We are following up on this by sending an e-mail and ask the people to provide their addresses again. We have thousands of such cases every year. Currently, users are responding by e-mail. The addresses in around 50% of the responses can be extracted automatically by an address extractor we wrote, which is a nice improvement already.

In order to reduce the amount of manual work that needs to be done by our service team, we want to provide a way for users to update/correct their addresses by using an address form. The following outline was discussed to achieve this:

  • When initially storing an address data set, a unique token is created.
  • The token is passed to our third-party system.
  • When sending out e-mails to ask for the correct address, the e-mail contains a link leading to the address update form including both the token and the data set ID.
  • Addresses can only be updated with the correct token for a given data set ID.
  • Address updates are also being exported to our third-party system.
  • The address type cannot be changed.
  • The user is not asked for opting into newsletters.
  • The user may opt out of receiving donation receipts.

Event Timeline

Restricted Application added a subscriber: Aklapper. · View Herald Transcript

can you say if this token is somehow unique? or in other words: are there any restrictions that go along with this token for the user (e.g. you can only click/use the link one time). @kai.nissen

How is this imagined to work for our users ? e.g. imagine, a donor moved to a new place. When/Why would they change the address? Where would they go? How would they know this has been successful?