Send Endowment receipts through regular thank you email system
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Description

Endowment team needs automated receipts sent by Civi. Copy and more details to follow.

MNoorWMF created this task.Wed, Dec 5, 6:30 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptWed, Dec 5, 6:30 PM

Working on copy modifications here, will update when approved by the powers that be: https://docs.google.com/document/d/1TcUUYxpGZFlLoxs27gRNZzi-nnx-vyMkMhBu-pKet7o/edit?ts=5c0818e8#

There is a question re: how much work, or how much MORE work, would it be to have the email come from Jimmy, while still keeping the general TY from Katherine. Is that possible?

MBeat33 added a subscriber: MBeat33.Wed, Dec 5, 8:12 PM

Okay, the copy at the top of this doc is finalized:
https://docs.google.com/document/d/1TcUUYxpGZFlLoxs27gRNZzi-nnx-vyMkMhBu-pKet7o/edit#heading=h.3lrgmwvz0s4

Per the conversation Lisa and I had with @Ejegg today, it sounds like it
isn't much more complicated to make Jimmy the sender for the Endowment TY,
so let's go ahead with that. Please let me know if you have questions about
the email content.

Thanks so much!

CCogdill_WMF triaged this task as Unbreak Now! priority.Thu, Dec 6, 4:21 PM
Restricted Application added subscribers: Pcoombe, Liuxinyu970226, TerraCodes. · View Herald TranscriptThu, Dec 6, 4:22 PM

Change 478043 had a related patch set uploaded (by Ejegg; owner: Ejegg):
[wikimedia/fundraising/crm@master] WIP Send custom TY mails for Endowment Gift

https://gerrit.wikimedia.org/r/478043

Ejegg added a comment.Thu, Dec 6, 7:57 PM

OK, I've got a draft of some code to swap the "From" name depending on the financial type, and to add the financial type to the template parameters.
We'll still be using the same template for all emails, so we'll need to add some conditional blocks like this:

Thank you for your donation to the Wikimedia {% if financial_type == "Endowment Gift" %}Endowment{% else %}Foundation{% endif %}.

Ejegg added a comment.EditedThu, Dec 6, 9:37 PM

@CCogdill_WMF / @MNoorWMF: the approved text has a lot more differences from the existing TY letter than I expected. Will it be too incoherent to add it to the existing template with the conditional tags? Do you need the TY sender to handle two completely different templates?

Yeah, fair point. I pushed for the copy to be different because otherwise
there will be donors receiving both TYs signed from different people with
the exact same message. We worked really hard with Katherine to get the TY
copy to feel personal, like it's really coming from her, and any personal
tone we achieved is marred by sending it from someone else at the same time.

I'm no expert at Civi conditional formatting but the theory is the same as
the way we do it in IBM. Can I help with the formatting? Or would it be
easy enough to have a separate template?

DStrine renamed this task from Need automated Endowment receipts in Civi to Send Endowment receipts through regular thank you email system.Thu, Dec 6, 9:53 PM
Ejegg added a comment.Thu, Dec 6, 10:00 PM

I'd rather use one template if possible - the change to multiple templates would be a lot bigger than just switching the from name. I tried being really granular about putting the tags in around just the words that needed changing and ended up with something that looked really confusing for translators. I think I'll just do one big "if endowment" clause with the whole Jimmy letter in it.

That makes a lot of sense to me. Re: Translators, I think we should plan to
go back to the manual Endowment TY process in Q3 and strip all this out of
the normal TY code, until we can find a better solution. I agree this
additional copy will add way too much confusion for translations.

Change 478043 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Send custom TY mails for Endowment Gift

https://gerrit.wikimedia.org/r/478043

Ejegg added a comment.Fri, Dec 7, 11:00 PM

@CCogdill_WMF, @MNoorWMF, @kaythaney this was deployed at 2018-12-05 22:31 UTC. Any endowment donations received via payments-wiki before then are marked no_thank_you='Endowment Gift' so will still need to be manually thanked. Endowment gifts from that moment forward will have blank no_thank_you like normal donations, and will receive the new email from Jimmy Wales.

Ejegg added a comment.Fri, Dec 7, 11:00 PM

Oops, wrong date - that should have been 2018-12-07 22:31 UTC

Confirming the last IBM TY emails went out over the weekend, covering the
period up to 2018-12-07 22:31:00 UTC. Thank you so much for the quick fix!

If Donor Services uses the manual TY workflow in the Civi UI, will
Endowment donors get the proper receipt or does that option send the
Katherine email to everyone?

Ejegg closed this task as Resolved.Wed, Dec 12, 3:19 AM
Ejegg claimed this task.

@CCogdill_WMF the manual TY workflow only uses the Katherine template.

Got it, thanks!