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Where and how to record opt-ins on payment attempts
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Description

I'm breaking out my follow-up requests & questions from T216293 into a new task. Please let me know if this should be broken into more sub-tasks!

  1. Create separate export file for IBM: The best way for us to set up the double opt-in program on the IBM side is to have it import into IBM as a separate file (and therefore be in a separate database from the rest of our email list). Can we keep these out of the main file and add them to a new one?
  2. Collect more info about the contact than just email address: These are the additional fields I'd like: Donor name, Opt-in date, Attempted amount
  3. Turn default setting for this feature to 'off', on per-language basis: I want to be able to roll this out as we get the emails translated and turn it off for a given campaign when needed.

Thanks so much for all the work you've done on this already! This is going to be a big win, I think.

Event Timeline

Restricted Application added a subscriber: Aklapper. · View Herald TranscriptApr 10 2019, 7:19 PM

Hi! I see this is in sprint +1 which is fine by me. I'm wondering if it's possible to get an answer on if #2 is even possible--will we be able to record the amount?

I'm asking because I want to get the double opt-in email copy locked down and translated, and the presence of the amount will make a big difference in how we shape the copy. If it's possible to give me an easy answer without doing a bunch of investigative work, let me know! Otherwise, I will wait to finalize the email copy.

For #2 donor name should be coming in already. We can create other fields to save this data, it will just make this more complex. but doable

spatton added a subscriber: spatton.May 1 2019, 8:22 PM
CCogdill_WMF closed this task as Declined.May 1 2019, 9:40 PM

Redundant (see T222220)