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Check that end of year email receipt templates are ready for January 2024 send
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@Cstone thanks for sharing this information. Could you send me a test email of this?
Thanks

@MSuijkerbuijk_WMF you can find the templates for these in the Message Template area where our TY email and 2nd recurring email are. You can preview what it looks like there by clicking on the eye icon.

You can also preview it on any donors civi record, for example on mine cid=165749. If you click on the blue Actions button then select "Send Annual Thank You letter" on the bottom of the right list of options, a screen will pop up that shows 2022's email by default. You can use the year dropdown at the top to switch it to 2023. If you have a donation on your record, you can also use the submit button at the bottom to send yourself a copy.

@Cstone
I found it but while I was looking for my recurring contribution (with my personal email CID 62492393) I found my record empty, not reflecting my 2023 recurring donation that recently lapsed. Do you know why that might be happening? I did receive the retry email in October.

@MSuijkerbuijk_WMF looks like that cid got deduped to cid=34846954. The popup defaults to the previous year so right now it's showing 2022, if you go to the dropdown at the top of the popup and select 2023 you will see 6 donations for 2023

Thanks @Cstone. I've received the email and reviewed it (from a Lapsed recurring perspective). I've suggested adding a renew option shown dynamically for lapsed recurring,. and I've tagged you and Natalie (pending for DR to confirm it's good from their side to add it)

Change 984650 had a related patch set uploaded (by Cstone; author: Cstone):

[wikimedia/fundraising/crm@master] Add cancelled_reason to EOY template

https://gerrit.wikimedia.org/r/984650

Change 984650 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add cancelled_reason to EOY template

https://gerrit.wikimedia.org/r/984650

Change 984660 had a related patch set uploaded (by Cstone; author: Cstone):

[wikimedia/fundraising/crm@master] WIP: Add more EOY examples

https://gerrit.wikimedia.org/r/984660

Thanks for this task. @Cstone once you have information on when this could be released, could you share a timeline with me, @krobinson and @NNgu-WMF so we can agree on send date for the receipt? If this patch will take too long, we might not be able to have it ready for English language recurring donors, but ideally we should. For other languages we can wait and implement next year.

The patch that added the new cancelled_recurring variable has been merged and needs to be deployed.

Then adding this to the template will display only to donors who do not currently have an active and have a cancelled recurring the past year:
{if !$active_recurring && $cancelled_recurring}
Text of the sentence to appear
{/if}

@Cstone and @NNgu-WMF I'm sharing below the copy needed for cancelled recurring, although we might not be able to deploy it on time for this week's receipt send (@NNgu-WMF to confirm)

Copy:
If you'd like to restart your support, you can renew your monthly donation.

URL:
https://donate.wikimedia.org/wiki/Special:FundraiserRedirector?monthly=true&uselang=en&utm_medium=email&utm_campaign=receipt&utm_source=reclink

See more notes in the brief:
https://docs.google.com/document/d/1lhxVzh60kMWGHzFYn1-bRrsWbk6Ne-Y652zsaPcmp0A/edit

Hello! I'm trying to add the copy provided above. Currently in the template it says

{if $active_recurring}
<p>

If you’d like to update or cancel your monthly donation, follow these <a href="{wmf_url.cancel}">easy instructions</a>.

</p>
{/if}

Is it correct to add this below:

{if $cancelled_recurring}
<p>
If you'd like to restart your support, you can <a href="https://donate.wikimedia.org/wiki/Special:FundraiserRedirector?monthly=true&uselang=en&utm_medium=email&utm_campaign=receipt&utm_source=reclink">renew your monthly donation</a>

Thank you!

Hi @NNgu-WMF it looks like we would want to use

{if !$active_recurring && $cancelled_recurring}

instead of just

{if $cancelled_recurring}

Since people might have both a cancelled and an active recurring

XenoRyet set Final Story Points to 4.