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Implement interim "change payment type" flow
Open, MediumPublic2 Estimated Story Points

Description

  • Change Payment Type will be a future v2 feature of the donor portal
  • In the meantime, we'd like a link from the donors payment status [maybe "edit" like the mockup?] that goes to an interim modal - with a mailto link to an email to DR:

image.png (444×1 px, 83 KB)

This is what the modal might look like, and what it would say:

image.png (1×1 px, 357 KB)

[note the screenshot has slightly different copy than the approved copy below.

copy:
Header: Coming soon

We are working on a feature that will enable you to change or update your payment method directly from your donor account.

In the meantime, if you need to change your payment method (including updating your credit card), our Donor Relations team would be happy to help you. Please click here to complete a ‘Request to change payment method’ email template and we will respond as soon as possible.

Email should be:

Mail:to mail template

Subject: Request to change payment method

Email copy:

To help us process your request, to help us process your request, please review the information below before sending this email.

Please do not include your credit card number or other financial information when contacting us.

Request to change payment method

I would like to change my payment method. Please find my information below:

Name: [Full name used for donation, pre-fill from us]
Email address: [Email address used for donation, pre-fill from us]
Amount and currency of donation: [Amount and currency, pre-fill from us]

Event Timeline

AKanji-WMF triaged this task as Medium priority.Oct 15 2025, 9:26 PM
AKanji-WMF updated the task description. (Show Details)
AKanji-WMF moved this task from Next to Sprint +1 on the Fundraising-Backlog board.
AKanji-WMF added a subscriber: KHill-WMF.

Note phab has been updated with approved copy and modal mockup images.

AKanji-WMF added a subscriber: krobinson.

@krobinson flagging for your awareness- we can discuss "coming soon" and supporter expectations in the next donor portal call? cc: @KHill-WMF

AKanji-WMF added a subscriber: AnnWF.

This is good to go as per slack thread with donor portal group! cc: @AnnWF

This is good to go as per slack thread with donor portal group! cc: @AnnWF

Cool, thanks Anil~

Change #1203180 had a related patch set uploaded (by Wfan; author: Wfan):

[mediawiki/extensions/DonationInterface@master] Add coming soon model

https://gerrit.wikimedia.org/r/1203180

@KHill-WMF

Screenshot 2025-11-13 at 8.27.49 PM.png (706×1 px, 145 KB)

Screenshot 2025-11-13 at 8.27.44 PM.png (996×1 px, 235 KB)

Since we able to pre-fill donor info to the email, could I update the text as the image shown?
Thanks

@KHill-WMF / AKanji-WMF I can see a pretty straightforward way of updating - we just link to donatewiki with the amount + frequency, plus contact_id, checksum, and contribution_recur_id. Then we have donatewiki and paymentswiki collect the new payment info as a regular donation, just passing through the extra parameters, and at CiviCRM use the contribution_recur_id to cancel the old recurring when we start the new one. That would avoid us having to add some fairly complex messages for the translators.

@Pcoombe how hard is it to make donatewiki pass through a couple more parameters like it already does with contact_id and contact_hash? In this case, we would like it to pass checksum and contribution_recur_id to the payments form.

@Pcoombe how hard is it to make donatewiki pass through a couple more parameters like it already does with contact_id and contact_hash? In this case, we would like it to pass checksum and contribution_recur_id to the payments form.

@Ejegg Very easy, and done e.g. https://donate.wikimedia.org/?checksum=1234&contribution_recur_id=5678

Change #1208015 had a related patch set uploaded (by Wfan; author: Wfan):

[mediawiki/extensions/DonationInterface@master] Donor Portal: Add popup component

https://gerrit.wikimedia.org/r/1208015

This is awesome news @Ejegg! @KHill-WMF could you please validate the flow described in T410593: Payment method update for donor portal with stakeholders? - let us know if you want to jump on a quick call with any questions you may have.

Change #1208015 merged by jenkins-bot:

[mediawiki/extensions/DonationInterface@master] Donor Portal: Add popup component

https://gerrit.wikimedia.org/r/1208015

AnnWF set the point value for this task to 2.Thu, Dec 4, 7:32 PM

Thank you for this work! I don't believe this feature now visible on prod, I believe we need to replace the 'edit' option on the donation cards of active recurring gifts in order to review this change.

Change #1203180 merged by jenkins-bot:

[mediawiki/extensions/DonationInterface@master] Donor Portal: Add coming soon model

https://gerrit.wikimedia.org/r/1203180