@Eileenmcnaughton this could be a triggered email set up in Civi, right?

Adding a note that if Acoustic is the way to go, we need to review if annual_recurring_DATE is available or create the field. Linked to this https://phabricator.wikimedia.org/T393432

@Eileenmcnaughton @Ejegg - recommendations on whether this comes from Civi or Acoustic?

Since this is transactional and individual, I'd say it should come from Civi.

Hi team, I want to kick off work with Content team for this piece. Do you have a timeline for this? Thanks

Thanks @MSuijkerbuijk_WMF - I am pulling this into the broader roadmap so we can discuss prioritization.

Thanks @AKanji-WMF We need to have it tested and up and running by October, before any annual recurring is charged.

Hey everyone, I've just received copy for this email here. Happy to work on the template itself once it's in Civi.

CC: @RLopez-WMF

Thanks @ppenloglou I will add this to the next sprint - FR-Tech will need to build the logic for this triggered mail.

Hi team, do you have timelines for this? Please bear in mind that we need a QA step so I would suggest September 30 as deadline for first test email.
FYI @AKanji-WMF

Content here @Ejegg

I left some comments in the copy doc as it's the first time I'm seeing it. Thanks @MSuijkerbuijk_WMF

In order to track who has already gotten this mail, I think we'll add a new activity type.

After sending, donors will get an activity with the source_record_id pointing to the contribution_recur.id of their annual recurrring.

When the new scheduled job searches for who to pre-notify, we can then search annual recurrings due within the time window which do not have an activity linked within the past 3 months.

Change #1184926 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] New activity type for annual recurring prenotification

https://gerrit.wikimedia.org/r/1184926

Change #1184927 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] WIP templates for annual recurring pre-notification

https://gerrit.wikimedia.org/r/1184927

Change #1184926 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] New activity type for annual recurring prenotification

https://gerrit.wikimedia.org/r/1184926

Change #1184928 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Action to prenotify annual donors

https://gerrit.wikimedia.org/r/1184928

Change #1184927 merged by Wfan:

[wikimedia/fundraising/crm@master] Templates for annual recurring pre-notification

https://gerrit.wikimedia.org/r/1184927

Change #1184928 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Action to prenotify annual donors

https://gerrit.wikimedia.org/r/1184928

This is deployed - we just need to test it

OK, I've tested it on my own record and I got an email that looks good. Links seem to work. Activity has been added to my record here: https://civicrm.wikimedia.org/civicrm/contact/view?reset=1&cid=2241615

I noticed one code change we need to make to be able to send donors a second prenotification a year after the first, and will push that up shortly.

Change #1191508 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Fix prenotification activity search

https://gerrit.wikimedia.org/r/1191508

Hi @Ejegg and @AKanji-WMF - just a small note that we need to introduce small changes to the copy, I'll share next week. Apologies for this!

OK @MSuijkerbuijk_WMF . Note that now that this is deployed, the copy and translations can be managed in the CiviCRM UI just like our Thank You messages, at:
https://civicrm.wikimedia.org/civicrm/admin/messageTemplates?reset=1#/edit?id=524&lang=en_US

Please let us know when the copy is ready, and we will add the scheduled job to start sending these automatically.

Hi @Ejegg apologies again for these last copy changes. @MSuijkerbuijk_WMF shared this final version with me here.

Change #1191715 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Improve output for prenotification API call

https://gerrit.wikimedia.org/r/1191715

@MSuijkerbuijk_WMF I've updated the text in the Civi UI and tried to find a good WMF-only-logo image for the header. I copied in the one we're using in the EOY thank you email.

https://upload.wikimedia.org/wikipedia/commons/thumb/0/09/Wikimedia_Foundation_logo_-_horizontal.svg/320px-Wikimedia_Foundation_logo_-_horizontal.svg.png

It looks fine in the browser when I send myself a test notification, but it's black-on-gray (so nearly invisible) in my phone's GMail app in dark mode. I tried adding a background-color attribute to keep it black on white but apparently that's discarded in dark mode, even with !important. The one pasted into the Google doc is too wide. Is there another image that folks are using?

Change #1191717 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Update prenotification copy and header image

https://gerrit.wikimedia.org/r/1191717

Thanks @Ejegg for this. I'm adding @RLopez-WMF as he might be able to help with the logo
@Ejegg Once fixed, would you mind sending me a test email or forwarding yours? I'll need to share it with the team too as this is such an important piece.
Appreciate it!

Change #1191508 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Fix prenotification activity search

https://gerrit.wikimedia.org/r/1191508

Change #1191715 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Improve output for prenotification API call

https://gerrit.wikimedia.org/r/1191715

Change #1191717 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Update prenotification copy and header image

https://gerrit.wikimedia.org/r/1191717

@MSuijkerbuijk_WMF can you please confirm whether or not this copy is good to go? You can see the copy that's been added in the patch above, or via this link.

@AKanji-WMF Is it possible to receive a test email? I need to see SL, and all the email components. Appreciate it!

wait did we send a test email?

Change #1195022 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Fix date in join for prenotification

https://gerrit.wikimedia.org/r/1195022

Change #1195022 merged by Ejegg:

[wikimedia/fundraising/crm@master] Fix date in join for prenotification

https://gerrit.wikimedia.org/r/1195022

@AKanji-WMF thanks for the reminder! When I went to re-send mine I found a bug in the last change we deployed, so I've now fixed that.

@MSuijkerbuijk_WMF I just forwarded you the current version of the prenotification as delivered to my personal gmail.

Thank you @Ejegg It looks good now - please confirm that it will be set to send to annual recurring donors 15 days prior to their installment.

Attaching for reference

Oops, just noticed the ask in the last comment - yes, confirmed that this is scheduled to send to donors 15 days prior to us charging their annual installment. So far notifications have only gone out to test donors, but real donors should start getting them on October 31, since we have our first real annual donations due to charge on 11/14.

Noted. Thank you

Can I confirm this reminder is active and will be sent to those 6C annual recurring donors?

Yes, confirmed that this is scheduled to send to donors 15 days prior to us charging their annual installment. In CiviCRM, under 'Search -> Find Activities' you can do a search for activity type 'Recurring prenotification' (please use a date window) to see who has gotten it recently. I just ran a search with the date window of 'this week' and I see 59 results.

Hey @Ejegg! I hopped into template "WMF Annual recurring pre-notification" to make some markup + copy edits according to this content document.

I have some questions if you could help out:

• Which sender name is being used for this template? Is it one of these from the config page? Is it possible to have it set to Lisa from Wikimedia Foundation?
• I noticed the line Ref CiviAnnPre_{contact.preferred_language}_{contribution_recur.id} in both HTML and Text versions. Does this need to be present within the template?

Thanks in advance!

In T393432#11405659, @ppenloglou wrote:

Hey @Ejegg! I hopped into template "WMF Annual recurring pre-notification" to make some markup + copy edits according to this content document.

I have some questions if you could help out:

• Which sender name is being used for this template? Is it one of these from the config page? Is it possible to have it set to Lisa from Wikimedia Foundation?

It's currently coming from "Wikimedia Foundation <donate@wikimedia.org>" but we can make a small code change to make that configurable.

• I noticed the line Ref CiviAnnPre_{contact.preferred_language}_{contribution_recur.id} in both HTML and Text versions. Does this need to be present within the template?

There's nothing in code that depends on this - we just thought it would help track down errors if a donor forwarded us a broken email. Feel free to get rid of it.

Thanks @Ejegg! Sorry if I've sent you down a rabbit hole with the Sender name. Please disregard that request. We can keep it as it currently is "Wikimedia Foundation".
I think it would pose an unnecessary challenge to be able to localize the Sender name for each language cause of the wording. e.g.

Lisa from Wikimedia Foundation
Lisa, de la Fondation Wikimedia

etc...

Heh, good point @ppenloglou. The code change to use a config var was so simple I had it mostly done before I saw your comment. But you're right, localization would be a pain.

Change #1211203 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Use config var for 'from' name/email on prenotification

https://gerrit.wikimedia.org/r/1211203