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Civi: make EN TY emails specify one-time donation
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Description

Current TY emails specify if the donation was monthly recurring. We should also make one-time donations specify “one-time” by default.

We’re getting enough donors who’ve given one time who either want us to confirm it’s not recurring OR ask us to cancel it because they’re sure it’s recurring (when it's not) that it would be helpful to try to prevent these cases.

We’re also seeing plenty of donors who make more than one one-time donation (maybe without thinking about it or remembering it, or who gave to the WMF and then the Endowment) who mistake their two one-time donations as an unintended recurring. If we can eliminate or reduce the volume of tickets like this by specifying one-time as a consistent best practice it will be a win for Donor Services

Event Timeline

MBeat33 created this task.Feb 5 2020, 7:40 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptFeb 5 2020, 7:40 PM

Pinging more advancement people @CDenes_WMF @Ppena @CCogdill_WMF not sure who else needs to see this.

This *could* be a big translation ask and we're running a little low on budget for that. Just checking, what's the priority on this? Would it be good enough to address for the next TY, or does it need to be changed now?

Thanks, all. Even changing just English would be a win, short term. This is not urgent, esp for non EN languages as most of the confusion comes from English-language donors, but I think it would be a good best practice. If this were changed before Q2 it would make for an easier EN6C campaign.

Okay thanks, English-only seems super doable. Does it seem fair to update
the task description to reflect that?

Tagging in @Pcoombe for visibility.

MBeat33 renamed this task from Civi: make TY emails specify one-time donation to Civi: make EN TY emails specify one-time donation.Feb 5 2020, 8:45 PM

Sure thing, we can spin off a separate task for the translations - thanks for the scaling tip, @CCogdill_WMF

This is easy enough. Just confirming, do you simply want to put "one-time" where "monthly" goes now?

  • I feel so lucky to get to be the person to thank you for your $5 monthly gift, on behalf of a world of people seeking free knowledge.
  • I feel so lucky to get to be the person to thank you for your $5 one-time gift, on behalf of a world of people seeking free knowledge.

Personally I think that works well, but I'm open to other input.

Change 570708 had a related patch set uploaded (by Pcoombe; owner: Pcoombe):
[wikimedia/fundraising/crm@master] Make en thank you email specify one-time donation

https://gerrit.wikimedia.org/r/570708

Thanks so much for jumping on this, Peter :)

Change 570708 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Make en thank you email specify one-time donation

https://gerrit.wikimedia.org/r/570708

Pcoombe closed this task as Resolved.Feb 17 2020, 1:50 PM
Pcoombe claimed this task.

This change is live now, confirmed it with a test donation.