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Track where we got employer information and export that to Acoustic
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Description

We only want to send out automatic matching gift emails to people who gave us their employer in the payments-wiki form, not from people whose employer info is added by WMF staff or the Benevity import.

When pulling in from donations queue, use 'donor',
When pulling in from Benevity import, use 'Benevity'
When manually entered by WMF staff, use 'WMF'

Add this field to the Acoustic export.

Could either be a new custom field or be stored in the Employer relationship's "Description" or "Note" field.

Event Timeline

Ejegg renamed this task from New field Employer Source to track where we got employer information to Track where we got employer information and export that to Acoustic.Oct 27 2021, 8:27 PM

Eileen says it would be best to add a custom field on the 'employer of' relationship type.
Nora says this could just be a checkbox where true means that it came from the donor.

TODO: In acoustic export, determine whether to export the checkbox as another field or just use it as a filter to determine whether to export the HEPdata fields

Quickly adding a note: I'd discourage us from adding fields to Acoustic in the middle of the English Campaign right now, because adding fields requires email downtime and we have sends scheduled to go out pretty much every day that we can't reschedule. I'd strongly encourage going the latter route : "use it as a filter to determine whether to export the HEPdata fields", since adding a new custom field won't be possible on our side until mid-December or later.

XenoRyet triaged this task as High priority.Nov 9 2021, 8:41 PM

Change 737802 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Add custom field for relationship source

https://gerrit.wikimedia.org/r/737802

Change 737821 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Mark employer data from payments as donor-supplied

https://gerrit.wikimedia.org/r/737821

Ejegg moved this task from Backlog to Doing on the Fundraising Sprint Visual C Saw board.

We're going ahead with the attempt to use a new boolean field as a filter during the export process so as not to add any new fields to the export.

Change 737802 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add custom field for relationship source

https://gerrit.wikimedia.org/r/737802

Change 738025 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/tools@master] Only export employer data supplied by donors

https://gerrit.wikimedia.org/r/738025

Change 737821 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Mark employer data from payments as donor-supplied

https://gerrit.wikimedia.org/r/737821

Change 738025 merged by Eileen:

[wikimedia/fundraising/tools@master] Only export employer data supplied by donors

https://gerrit.wikimedia.org/r/738025

XenoRyet set Final Story Points to 2.