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adding email template for email confirmation
Closed, ResolvedPublic4 Estimated Story Points

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AnnWF
Jun 10 2025, 7:37 PM
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F65751020: Screenshot 2025-08-14 at 7.11.39 AM.png
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F65751022: Screenshot 2025-08-14 at 7.11.39 AM.png
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F65749884: Screenshot 2025-08-13 at 9.44.15 PM.png
Aug 14 2025, 2:15 PM

Description

A email triggered by email preference center email update, and the template should have two clickable links: one is confirm this is my email, to indicate the epc update is legit, and the other one is this is not me.

@AKanji-WMF , not here we needs some design from email team or maybe @RLopez-WMF can help here?

Event Timeline

@K3vnhill here's an example of a task that requires a parent "design ticket" be opened. How do you want to deal with this one? - should it be an Asana task on the exisitng front-end board, or could it live on the donor portal board?

@SHust add your comment from slack to this phab:
"One possible workaround could be adding a short blurb in the follow-up email letting PayPal donors know they’ll need to update their contact email directly in PayPal as well, otherwise it won’t reflect in their donation records."
@RLopez-WMF would you be the one for this email or email team?

Hey @AnnWF i can definitely help with design and coding. Do we have approved content to use?

Screenshot 2025-08-13 at 9.44.15 PM.png (266×778 px, 40 KB)
Screenshot 2025-08-14 at 7.11.39 AM.png (460×1 px, 61 KB)
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@RLopez-WMF thanks, I do not have approved content to use, this is the draft email and verification page I have now,
could you @K3vnhill help here for the content approval, then Ramon can help with the verification email and page design. Thanks

btw, @SHust for that paypal wording I am think we might want to add to email preference page instead of email template, since email will only be seen when user updated their email, and since we hide edit email for any donor with paypal donation, that page might be the place to show this hint?
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@AnnWF Great call, and I agree! I’d suggest making it prominent so donors definitely don’t miss it.

@RLopez-WMF
any suggestion? Maybe update to different color like blue? @SHust is the wording looks ok? this ticket T401006 is covering the change for hide edit button, if ever donate with paypal, and show this word, Thanks!

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@AnnWF Great call, and I agree! I’d suggest making it prominent so donors definitely don’t miss it.

Hi @AnnWF thanks for sharing the screenshot. I can work on a template draft while we get final content approval

Hi @AnnWF thanks for sharing the screenshot. I can work on a template draft while we get final content approval

Thanks @RLopez-WMF for the design above "adding extra explanation for paypal donor" could you share the design https://phabricator.wikimedia.org/T401006 in this ticket instead, thanks! others related with email verification can be here.

@K3vnhill - who can we tag in for copy support on this email?

@K3vnhill - who can we tag in for copy support on this email?

FYI, this email can be find from civi dashboard, so team can update it later after we deploy it.
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@K3vnhill
Please note that DR can help with copy for these operational emails if it will expedite this. Let me know.

@K3vnhill
Please note that DR can help with copy for these operational emails if it will expedite this. Let me know.

Hi Kristie,

Thanks for your help. Ramón provided an email template yesterday in slack, https://wikimedia.enterprise.slack.com/archives/C09A0D6CW84/p1756429027671709 so once the code deployed, DR can help edit them on civi dashboard. Thanks.

AnnWF triaged this task as Low priority.
AnnWF set the point value for this task to 4.

@K3vnhill - who can we tag in for copy support on this email?

I can inquire to see if Yosola has capacity. I've messaged her in the working group Slack channel. Will follow up Tuesday of next week. And just to note, we have an Operational Email copy request doc for Yosola that Runjini and I are managing.

Change #1184181 had a related patch set uploaded (by Wfan; author: Wfan):

[wikimedia/fundraising/crm@master] Adding email template for email confirmation

https://gerrit.wikimedia.org/r/1184181

Yosola has drafted copy, can I ask for review to see if copy matches the instructions?

Looks good to me.

Can I just confirm the mechanics of this and how it will work in light of https://phabricator.wikimedia.org/T401006 and PayPal donors? It's a question that has come up on calls and I'm not sure how we are fixing for this. We now have to hide the current email preference center to anybody who has donated with PayPal - will it work the same way in the donor portal? How will the portal know the payment method?

Thanks for confirming!

Looks good to me.

Can I just confirm the mechanics of this and how it will work in light of https://phabricator.wikimedia.org/T401006 and PayPal donors? It's a question that has come up on calls and I'm not sure how we are fixing for this. We now have to hide the current email preference center to anybody who has donated with PayPal - will it work the same way in the donor portal? How will the portal know the payment method?

Thanks for confirming!

Since we do not show the update email option for active recurring paypal donor, they will not receive this email, this email will be triggered when donor try to update their email from email preference center. thanks!

Change #1184181 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Adding email template for email confirmation

https://gerrit.wikimedia.org/r/1184181

XenoRyet set Final Story Points to 4.