Could we have an automatic thank you email that goes out when a Donor Advised Fund (gift source) contribution is saved as long as there is an email address? Right now, it needs to be done manually, but we just need the regular thank you email with tax information removed. This would result in our donors getting thanked much faster during high volume time and would make it much less cumbersome.
|wikimedia/fundraising/crm : master||Set no-thank-you-reason field to NULL for manually entered Donor-Advised-Fund donations who have emails.|
|wikimedia/fundraising/crm : master||Add new twig variable gift_source to thank you mail template.|
I swept up the above commit in a deploy I just did but actually the table name was wrong -> failmail
Trying to push out https://gerrit.wikimedia.org/r/#/c/wikimedia/fundraising/crm/+/547366/ now
Hi All, it looks like the automatic TYs haven't been going out. When I search for DAF gifts with email addresses, there are a few hundred that show with a status of "Thank-you Not Sent". The no thank you reason says "Manually entered."
You need to clear out the No Thank-You Reason under the Contibution Extra area. It gets set to Manually entered by default but if you delete that it will trigger the thank you email send when the contribution is saved.
I'm not quite sure on the data entry flow but perhaps we should dig into this in fortnightly
@LeanneS in terms of updating these values & triggering emails - it looks like there is a smattering of old ones - do we just want to do Nov 2019-Jan 2020?
select YEAR(receive_date)as year, MONTH(receive_date) as month, count(*) as no_contributions FROM civicrm_contribution c LEFT JOIN civicrm_email e ON c.contact_id = e.contact_id AND e.is_primary = 1 LEFT JOIN wmf_contribution_extra w ON w.entity_id = c.id LEFT JOIN civicrm_value_1_gift_data_7 g ON g.entity_id = c.id WHERE no_thank_you = 'Manually Entered' AND campaign = 'Donor Advised Fund' AND email LIKE '%' AND thankyou_date IS NULL GROUP BY YEAR(receive_date), MONTH(receive_date) ;