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Determining from which banner an RML donation originated
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Description

I would like to determine a process for tying back a donation from an RML email back to the banner on which the donor filled out the RML form.

From Trilogy: the process hinges on the question of whether or not the rml_source field exists in Civi. The rml_source field contains the name of the banner on which the signup occurred. Last year we discussed RML and this doc was created. In it, it mentions that "RML Data from acoustic to civi: transferring daily", but I don't know what information is actually being transferred.

  • If rml_source is being synced to Civi, it should be pretty straightforward to generate a report of RML donations by the rml_source.
  • If rml_source only lives in Acoustic, we need a process to join Civi donation data to Acoustic data. Trilogy can assist with this process. It looks like the obvious fields to join on would be email address and something called contact_hash, which is appended to the links in the RML emails and Trilogy assumes is used for matching a record in Civi.

Could we get clarification on the following?

  1. what rml_ parameters are passed to CIvi
  2. could get a list of RML email donations from September 13 on that includes email address and contact_hash? Trilogy then will join it with the Acoustic rml_source data to create this report.

I'm tagging @Eileenmcnaughton and @Ejegg (not sure if this is right, apologies!)

Event Timeline

Thanks, @Eileenmcnaughton, for noting the documentation. Based on this documentation, it looks like if the record has a Contact ID in Acoustic (née Silverpop) it's rml_source value will not be updated in Civi because the query that makes that update is specifically looking for records in Acoustic without Contact IDs. Is that correct?

If that's the case, this effectively makes the rml_source value in Civi the user's first rml_source value. We know that people sign up multiple times on RMLs - though we would have to dig into to the data for prevalence - so my concern is that we won't know the rml_source value for more recent signups. Acoustic's rml_source value will be the opposite since the data is overwritten each time a signup occurs. Since we're analyzing a recent RML signup form, the Acoustic data will be more useful in this case.

@EWilfong_WMF - you are correct the source will only be equal to the RML source IF that is how they first enter our database. If an existing contact (either a previous donor or previous RML person) does an RML they are already in our database & we don't record the later RML

& well done on the analysis - you cut to the chase of it

Thanks for confirming, @Eileenmcnaughton. Since I do not have Civi access, would it be possible for you to provide me the list of RML email donations with Contact ID, Email address, amount and donation date/time since Sept. 13? The utm_source value for these donations would start with "RML2223_".

@JMando So for the contact records created from the Acoustic -> Civi import, the first_name and last_name will initially be null and the civicrm_contact.source column will start with "Silverpop" (e.g. "Silverpop B2223_1003_en6C_m_p1_lg_rml_RMLOptions 10/04/2022") . Once they donate, the first_name and last_name should be populated.

For any donors that donate via a link from an RML email (including donors who already existed in Civi), the link from the email will pass through a utm_source value that starts with "RML" as @EWilfong_WMF mentions in the previous comment. So searching on the wmf_contribution_extra.utm_source field would be the best way to get RML-linked donations from all donors, not just donors created via the RML import.

Checking in here to see if we could get this data tomorrow (Oct. 11).

@Ejegg do you mean the drupal.contribution_tracking.utm_source field? That is the one we usually pull into reporting (and I do not see a utm_source in civicrm.wmf_contribution_extra).

@EWilfong_WMF do you have access to the shared file server (or a folder therein)? Trying to think of the best way to get you this data securley as it has PII (email address).

@JMando - I do not believe I have access to the shared file server. We use Google Drive on our end and I have shared a folder there directly with you that you could use to send the data. Or you could share it with me via your Slack org as I am a guest on that account.

Chiming in here after syncing with Eric. The data stored in Civi were clarified and Eric was able to get the data requested from Joseph, so we can mark this task as resolved.