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Maniphest T359445

Add comms preferences footer to all Civi-generated emails
Closed, ResolvedPublic4 Estimated Story Points
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Description

We have determined that we'd like to offer a consistent method for supporters to manage their email preferences (comms preferences) in the footer of all emails from WMF.

This would link to the donor preferences portal in Civi (comms pref centre).

We need to:

  • determine exact copy/description of preference centre that will appear in footer; e.g. "manage your email preferences" or "manager your communications preferences/ unsubscribe" - replace "unsubscribe" to "manage your communication preferences" in civi template after code merged

(Confirmed with Mariana use "Manage your communication preferences")

  • ensure this string is localized - we need to translate it to all lang and update to the templates one by one manually (google drive)
  • ensure epc translated with langs we supported in Thank You Email. T381336
  • ensure we have way to send new epc link when checksum expired. T352337
  • ensure we have fallback unsubscribe link when civicrm service down. T384412
  • add to all Civi email templates for automated emails https://gerrit.wikimedia.org/r/c/wikimedia/fundraising/crm/+/1115952
  • replace current civi email preference link to the one with hash fallback T386771

Details

Related Changes in Gerrit:
SubjectRepoBranchLines +/-
Add contactID for unsubscribe as wellwikimedia/fundraising/crmmaster+1 -0
Set contactIDwikimedia/fundraising/crmmaster+1 -0
Customize query in gerrit

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Event Timeline

There are a very large number of changes, so older changes are hidden. Show Older Changes
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptMar 6 2024, 7:55 PM
XenoRyet moved this task from Triage to Sprint +1 on the Fundraising-Backlog board.Mar 11 2024, 8:09 PM
AKanji-WMF moved this task from Sprint +1 to Current Sprint on the Fundraising-Backlog board.May 7 2024, 7:08 PM
AKanji-WMF moved this task from Current Sprint to Sprint +1 on the Fundraising-Backlog board.
Dwisehaupt set the point value for this task to 4.May 20 2024, 8:03 PM
AKanji-WMF moved this task from Sprint +1 to Next on the Fundraising-Backlog board.May 21 2024, 8:18 PM
AKanji-WMF added a subtask: T223330: Make unsubscribe work in EmailPreferences, delete Unsub extension.Jul 19 2024, 8:18 PM
AKanji-WMF moved this task from Next to Current Sprint on the Fundraising-Backlog board.Sep 10 2024, 8:06 PM
AKanji-WMF added a project: Fundraising Sprint: reasonablyAccurate().Sep 10 2024, 8:10 PM
AKanji-WMF edited projects, added Fundraising Sprint: Sssss; removed Fundraising Sprint: reasonablyAccurate().Sep 24 2024, 11:19 PM
Cstone updated the task description. (Show Details)Sep 26 2024, 8:56 PM
Cstone updated the task description. (Show Details)
AnnWF claimed this task.Sep 30 2024, 7:22 PM
AnnWF updated the task description. (Show Details)
AnnWF moved this task from Backlog to Doing on the Fundraising Sprint: Sssss board.
AnnWF removed AnnWF as the assignee of this task.Oct 3 2024, 4:32 PM
AnnWF subscribed.
AnnWF added a comment.Oct 3 2024, 6:13 PM

Confirmed from Mariana that we would use “Manage your communication preferences”

AnnWF claimed this task.Oct 3 2024, 9:55 PM
AnnWF updated the task description. (Show Details)Oct 7 2024, 6:43 PM
AnnWF updated the task description. (Show Details)Oct 7 2024, 7:54 PM
AnnWF added a subscriber: NNgu-WMF.EditedOct 8 2024, 12:48 AM

@NNgu-WMF Hi Natalie, could you or anyone else from email team can help us to get all the translations for "manage your communication preferences”, we need to update the email template from "ubsubscribe" to "manage your communication preferences” when the new link went on live. Thanks
Currently we have below languages needs to be translated. Thanks!

LanguageTranslation
English (United States)manage your communication preferences
Afrikaans (af)
Catalan; Valencian
Chinese (China)
Chinese (Taiwan)
Czech
Danish
Dutch (Netherlands)
French (Canada)
French (France)
German (Germany)
Greek, Modern
Hebrew (modern)
Hungarian
Italian (Italy)
Japanese
Latvian
Macedonian
Norwegian Bokmål
Polish (Poland)
Portuguese (Brazil)
Portuguese (Portugal)
Romanian, Moldavian, Moldovan
Russian
Slovak
Spanish (Latin America)
Spanish; Spain
Swedish
Ukrainian
Vietnamese
Zulu
AnnWF moved this task from Doing to Blocked in sprint (not fr-tech) on the Fundraising Sprint: Sssss board.Oct 8 2024, 12:50 AM
NNgu-WMF added a subscriber: TomaszGorski.Oct 8 2024, 2:44 PM

Tagging @TomaszGorski for this task!

NNgu-WMF added a comment.Oct 8 2024, 3:02 PM

@AnnWF is there a deadline for this task?

AKanji-WMF mentioned this in T376751: 2024 Sprint X- Priorities.Oct 8 2024, 6:59 PM
AKanji-WMF edited projects, added Fundraising Sprint: trickOrTreat(); removed Fundraising Sprint: Sssss.Oct 8 2024, 7:59 PM
AnnWF added a comment.Oct 10 2024, 4:16 PM
In T359445#10211089, @NNgu-WMF wrote:

@AnnWF is there a deadline for this task?

@AKanji-WMF could you help with the deadline part, thanks Anil ~

AnnWF moved this task from Backlog to Blocked in sprint (not fr-tech) on the Fundraising Sprint: trickOrTreat() board.Oct 10 2024, 4:16 PM
AKanji-WMF added a subscriber: Ejegg.Oct 10 2024, 7:24 PM

Hi @AnnWF - Mariana flagged that this raises the question the page that these links will drive to - our comms pref centre. I don't know that this has been translated in all of the languages above. @Ejegg unless you remember different I'll start a task with the localization team to look at this more holistically.

Cstone subscribed.Oct 10 2024, 9:05 PM

@AKanji-WMF that's what this ticket is about, the translations of the preference center itself T376514: Figure out how translations of the email preference center will work

AnnWF added a comment.Oct 10 2024, 9:09 PM
In T359445#10219324, @AKanji-WMF wrote:

Hi @AnnWF - Mariana flagged that this raises the question the page that these links will drive to - our comms pref centre. I don't know that this has been translated in all of the languages above. @Ejegg unless you remember different I'll start a task with the localization team to look at this more holistically.

This translation is for the email footer (unsubscribe) for thank you email like here https://civicrm.wikimedia.org/civicrm/admin/messageTemplates?reset=1#/edit?id=321&lang=en_US replacing when we update the subscribe_link in this ticket

AKanji-WMF added a comment.Oct 11 2024, 12:04 AM

Thanks @Cstone - apologies for gapping.

AnnWF added a comment.Oct 17 2024, 4:09 PM
In T359445#10211089, @NNgu-WMF wrote:

@AnnWF is there a deadline for this task?

@TomaszGorski @NNgu-WMF @AKanji-WMF Correct me if I am wrong, I do not think we have a deadline for the translation yet, but this would be a blocker for us to replace the epc for current unsubscribe link in our ty email footer, so we hope to have this translate before we deploy the code, thanks~

AKanji-WMF edited projects, added Fundraising Sprint: UnusedFunctionButDontDeleteItIncaseItsUsed(); removed Fundraising Sprint: trickOrTreat().Oct 22 2024, 7:54 PM
AnnWF mentioned this in T223330: Make unsubscribe work in EmailPreferences, delete Unsub extension.Oct 22 2024, 8:07 PM
AnnWF moved this task from Backlog to Blocked in sprint (not fr-tech) on the Fundraising Sprint: UnusedFunctionButDontDeleteItIncaseItsUsed() board.
XenoRyet closed subtask T375798: Have a nicer error page when checksum is invalid as Resolved.Nov 4 2024, 8:22 PM
AKanji-WMF edited projects, added Fundraising Sprint: void(); removed Fundraising Sprint: UnusedFunctionButDontDeleteItIncaseItsUsed().Nov 6 2024, 2:21 AM
AnnWF moved this task from Backlog to Blocked in sprint (not fr-tech) on the Fundraising Sprint: void() board.Nov 6 2024, 7:06 PM
AKanji-WMF edited projects, added Fundraising Sprint: wwwwwwwwwwwwwww(); removed Fundraising Sprint: void().Nov 19 2024, 9:15 PM
AnnWF moved this task from Backlog to Blocked in sprint (not fr-tech) on the Fundraising Sprint: wwwwwwwwwwwwwww() board.Nov 20 2024, 9:49 PM
AKanji-WMF moved this task from Blocked in sprint (not fr-tech) to Backlog on the Fundraising Sprint: wwwwwwwwwwwwwww() board.EditedNov 28 2024, 4:09 PM

@AnnWF translations have now been completed.

Please note request from @TomaszGorski " For the preference center page itself, can you let me know once they are coded so that I can proofread the coded versions? For the sentence to be changed in the Thank you emails in CiviCRM, I could handle it myself as I am accustomed with taking care of that part."

XenoRyet closed subtask T376514: Figure out how translations of the email preference center will work as Resolved.Dec 2 2024, 8:43 PM
AnnWF moved this task from Backlog to Blocked in sprint (not fr-tech) on the Fundraising Sprint: wwwwwwwwwwwwwww() board.Dec 3 2024, 8:39 PM
AKanji-WMF moved this task from Current Sprint to Next on the Fundraising-Backlog board.Dec 3 2024, 9:08 PM
AKanji-WMF removed a project: Fundraising Sprint: wwwwwwwwwwwwwww().
AKanji-WMF added a subscriber: MSuijkerbuijk_WMF.

@MSuijkerbuijk_WMF FR-Tech discussed the timing of this and the required work - we are proposing to move to Jan - let's discuss tomorrow!

MSuijkerbuijk_WMF added a comment.Dec 4 2024, 8:04 AM

Sounds good - @AKanji-WMF

AKanji-WMF added a project: Fundraising-Tech-Roadmap.Dec 9 2024, 8:53 PM
AKanji-WMF moved this task from Next to Current Sprint on the Fundraising-Backlog board.Jan 14 2025, 8:55 PM
AKanji-WMF added a project: Fundraising Sprint: Abula.
AnnWF moved this task from Backlog to Blocked in sprint (not fr-tech) on the Fundraising Sprint: Abula board.Jan 22 2025, 1:02 AM
AnnWF added a comment.Jan 22 2025, 1:08 AM

Will be unblocked once T381336 and T384412 deployed

AnnWF updated the task description. (Show Details)Jan 22 2025, 1:12 AM
AnnWF updated the task description. (Show Details)Jan 22 2025, 1:17 AM
Damilare added a project: Fundraising Sprint Bibimbap.Jan 28 2025, 9:02 PM
Damilare moved this task from Backlog to Doing on the Fundraising Sprint Bibimbap board.Jan 30 2025, 7:00 PM
gerritbot added a comment.Jan 31 2025, 8:18 PM

Change #1115952 had a related patch set uploaded (by Wfan; author: Wfan):

[wikimedia/fundraising/crm@master] Update thank you unsubscribe url to epc

https://gerrit.wikimedia.org/r/1115952

gerritbot added a project: Patch-For-Review.Jan 31 2025, 8:18 PM
AnnWF updated the task description. (Show Details)Jan 31 2025, 8:19 PM
AnnWF moved this task from Blocked in sprint (not fr-tech) to Ready for Review on the Fundraising Sprint: Abula board.Jan 31 2025, 8:28 PM
AnnWF moved this task from Doing to Ready for Review on the Fundraising Sprint Bibimbap board.Feb 3 2025, 8:44 PM
XenoRyet closed subtask T381336: translate epc as Resolved.Feb 10 2025, 8:11 PM
AKanji-WMF edited projects, added Fundraising Sprint: Churros; removed Fundraising Sprint Bibimbap.Feb 11 2025, 9:34 PM
AnnWF moved this task from Backlog to Ready for Review on the Fundraising Sprint: Churros board.Feb 11 2025, 10:20 PM
AnnWF updated the task description. (Show Details)Feb 19 2025, 3:03 AM
AKanji-WMF awarded a token.Feb 19 2025, 8:40 PM
AnnWF added a comment.Feb 21 2025, 6:54 PM

@AKanji-WMF we are ready to merge and deploy this one, should we ask Kristie that we would like to make the update on Monday's standup? then we can deploy it and then update the email template~ Thanks!

gerritbot added a comment.Feb 24 2025, 7:58 PM

Change #1122231 had a related patch set uploaded (by Wfan; author: Wfan):

[wikimedia/fundraising/crm@master] Set contactID

https://gerrit.wikimedia.org/r/1122231

gerritbot added a comment.Feb 24 2025, 8:07 PM

Change #1122237 had a related patch set uploaded (by Wfan; author: Wfan):

[wikimedia/fundraising/crm@master] Add contactID for unsubscribe as well

https://gerrit.wikimedia.org/r/1122237

gerritbot added a comment.Feb 24 2025, 8:10 PM

Change #1122231 merged by Wfan:

[wikimedia/fundraising/crm@master] Set contactID

https://gerrit.wikimedia.org/r/1122231

AnnWF moved this task from Ready for Review to Done on the Fundraising Sprint: Churros board.Feb 24 2025, 8:23 PM
XenoRyet closed this task as Resolved.Feb 24 2025, 8:24 PM
XenoRyet closed subtask T384412: use EmailPref extension for backup epc when civi down as Resolved.
XenoRyet closed subtask T386771: Update epc link in civi with fallback param as Resolved.
XenoRyet set Final Story Points to 4.
gerritbot added a comment.Feb 24 2025, 8:28 PM

Change #1122237 merged by Wfan:

[wikimedia/fundraising/crm@master] Add contactID for unsubscribe as well

https://gerrit.wikimedia.org/r/1122237

AnnWF added a comment.EditedFeb 24 2025, 9:29 PM

https://civicrm.wikimedia.org/civicrm/admin/messageTemplates?reset=1#/edit?id=321&lang=en_US deployed, and english version ty template updated unsubscribe to manage your communication preference @TomaszGorski

Damilare mentioned this in T386137: 2025 Sprint C Priorities / End of sprint summary.Feb 25 2025, 9:08 PM
AKanji-WMF mentioned this in T392742: Comms preference centre - scope adding to Acoustic email footers.Apr 25 2025, 11:12 PM
ppenloglou subscribed.Apr 26 2025, 10:19 AM
AKanji-WMF closed subtask T223330: Make unsubscribe work in EmailPreferences, delete Unsub extension as Resolved.Dec 4 2025, 7:39 PM
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