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Create a job to send automatic matching gifts emails
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Description

Use the message template created in T249925.

  • Find recent donations by contacts who have employers that have data in their matching gifts custom fields
  • Check USD amount against minimum match amount
  • Send message and record the fact

To decide: how to make sure we don't send multiples? Custom activity type? Need an activity type for 'examined, but skipped due to amount'?

Event Timeline

Ejegg created this task.Apr 10 2020, 3:23 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptApr 10 2020, 3:23 PM

Per my update on the parent task T228765, I think this task description needs to be updated to instead Create a job to export HEP data to Acoustic on an employer-ID level.

Oh, and please send us the column headers for this import (+dummy data would be even better!) so we can start playing around with it in Acoustic. Thanks!

Adding @MNoorWMF @KHaggard

DStrine closed this task as Declined.Jun 8 2020, 7:44 PM