Page MenuHomePhabricator

Ability to resend emails Civi has already generated
Open, MediumPublic

Description

DRs Current Issue: Donors who sign up for monthly convert won’t get a receipt until the recurring donation is processed. However, many sign up unintentionally and request ‘proof’ of their pledge.

Solution: The email 'Your recurring gift helps us achieve so much' that can be seen under activity, is the one we would like the ability to resend directly from Civi when needed. This would save time by eliminating the need to manually copy all the details into a new email from @donate.

Screenshot 2025-03-21 at 6.13.25 PM.png (220×1 px, 45 KB)

This originally was just about the monthly convert email, but we should add it in for all the message template emails:

  • Thank you
  • First Recurring Failure Email
  • Second Recurring Failure Email
  • EOY email
  • Recurring Convert email
  • Annual prenotify email
  • Recurring upgrade thank you email

Event Timeline

Cstone updated the task description. (Show Details)

I think it would also be nice if we could add the ability to just resend any email activity to core. We have the subject, details (content) but not the from email address, so maybe we could pop up the new email form with the option for the user to edit the content and subject and set the from address? We'd have to think about the case where we have a text version and an HTML version.

Once we had that in core, we could extend it on our end to apply to other email activities like these that aren't email type.

SHust triaged this task as Medium priority.Mar 20 2026, 6:11 PM

Change #1274059 had a related patch set uploaded (by Lars SG; author: Lars SG):

[wikimedia/fundraising/crm@master] Move recurring failure emails from smashpig to wmf_civicrm extension

https://gerrit.wikimedia.org/r/1274059

Change #1274137 had a related patch set uploaded (by Lars SG; author: Lars SG):

[wikimedia/fundraising/crm@master] Refactor: Extract sending of individual annual prenotifications from api action to send all of them per schedule

https://gerrit.wikimedia.org/r/1274137

@SHust @krobinson For the annual prenotification email (the last one remaining on this phab), do you need to preview and send it or just to send it? The only personalization in there is name, amount and date.

I think just resend. it's fine not to have the preview, unless @SHust feels strongly about it. Thanks, Lars!

Resend is the goal. Thanks for checking, @Lars!

Change #1274059 merged by Lars SG:

[wikimedia/fundraising/crm@master] Move recurring failure emails from smashpig to wmf_civicrm extension

https://gerrit.wikimedia.org/r/1274059

Change #1277101 had a related patch set uploaded (by Lars SG; author: Lars SG):

[wikimedia/fundraising/crm@master] Add generic preview and send for workflow message templates for recurring contributions

https://gerrit.wikimedia.org/r/1277101

Change #1277102 had a related patch set uploaded (by Lars SG; author: Lars SG):

[wikimedia/fundraising/crm@master] Preview and send annual recur prenotification with generic form

https://gerrit.wikimedia.org/r/1277102

Change #1274137 abandoned by Lars SG:

[wikimedia/fundraising/crm@master] WIP: Refactor: Extract sending of individual annual prenotifications from api action to send all of them per schedule

https://gerrit.wikimedia.org/r/1274137

Change #1277128 had a related patch set uploaded (by Lars SG; author: Lars SG):

[wikimedia/fundraising/crm@master] Preview and resend recur upgrade TY with generic form

https://gerrit.wikimedia.org/r/1277128

Change #1277133 had a related patch set uploaded (by Lars SG; author: Lars SG):

[wikimedia/fundraising/crm@master] Use workflow message title instead of name for email activity

https://gerrit.wikimedia.org/r/1277133

Change #1277101 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add generic preview and send for workflow message templates for recurring contributions

https://gerrit.wikimedia.org/r/1277101

Change #1277102 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Preview and send annual recur prenotification with generic form

https://gerrit.wikimedia.org/r/1277102

Change #1277128 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Preview and resend recur upgrade TY with generic form

https://gerrit.wikimedia.org/r/1277128

Change #1281516 had a related patch set uploaded (by Lars SG; author: Lars SG):

[wikimedia/fundraising/crm@master] Add workflow name as custom field to Email activities

https://gerrit.wikimedia.org/r/1281516

Change #1281516 abandoned by Lars SG:

[wikimedia/fundraising/crm@master] Add workflow name as custom field to Email activities

Reason:

merged into commit before this

https://gerrit.wikimedia.org/r/1281516