Handle Third-Party Donation Emails as Secondary with Source Tracking
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Description

When a new/recur donation received from a third-party provider (Apple, Google, Amazon, Venmo, or PayPal) and is mapped to the same CID, do not replace the existing primary email.

Instead, if the email is not already the primary one, add it as a secondary email and record the source type (Apple, Google, Amazon, Venmo, PayPal), following the same approach used for phone source tracking.

The current behavior uses the most recent donation email as the primary email; this update ensures primary emails are preserved while still capturing third-party emails.

https://wikimedia.slack.com/archives/C045WH0QYS2/p1768811632283859 here Kristie for a similar concern.

Details

Related Changes in Gerrit:

	Subject	Repo	Branch	Lines +/-
	Add more location type for more email type	wikimedia/fundraising/crm	master	+40 -0

Customize query in gerrit

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Status	Assigned	Task
Open	AnnWF	T414538 Handle Third-Party Donation Emails as Secondary with Source Tracking
Open	AnnWF	T416052 Change location type for emails for existing donors using Apple, Google, Amazon, Venmo or PayPal
Open	AnnWF	T416056 Allow Paypal donors to update their email in email prefs center

Event Timeline

AnnWF created this task.Jan 13 2026, 11:18 PM

Restricted Application added a subscriber: Aklapper. · View Herald TranscriptJan 13 2026, 11:18 PM

AnnWF updated the task description. (Show Details)Wed, Jan 21, 12:24 AM

AnnWF claimed this task.Thu, Jan 22, 5:11 PM

AnnWF moved this task from Triage to Current Sprint on the Fundraising-Backlog board.

AnnWF added a project: Fundraising Sprint: ARMchair.

AnnWF moved this task from Backlog to Doing on the Fundraising Sprint: ARMchair board.

Damilare added a project: Fundraising Sprint: Ball pit.Tue, Jan 27, 9:10 PM

Damilare removed a project: Fundraising Sprint: ARMchair.Tue, Jan 27, 9:13 PM

AnnWF moved this task from Backlog to Doing on the Fundraising Sprint: Ball pit board.Tue, Jan 27, 10:58 PM

AnnWF moved this task from Doing to Backlog on the Fundraising Sprint: Ball pit board.

AnnWF moved this task from Backlog to Doing on the Fundraising Sprint: Ball pit board.Thu, Jan 29, 11:50 PM

Lars created subtask T416052: Change location type for emails for existing donors using Apple, Google, Amazon, Venmo or PayPal.Fri, Jan 30, 11:24 PM

Lars created subtask T416056: Allow Paypal donors to update their email in email prefs center.Fri, Jan 30, 11:31 PM

After discussion, we've decided to:

Add location types for each of Apple, Google, Amazon, Venmo, and PayPal.
T416052: Change location type for emails for existing donors using Apple, Google, Amazon, Venmo or PayPal
When we receive an email from one of the above and we want to change it on the contact record, only change the email of that location type (don't change which email is primary). If the contact doesn't have an email of that type (because our backfill above didn't cover this contact), add as a new email of the appropriate location type and make it primary (so the existing email is made secondary).
T416056: Allow Paypal donors to update their email in email prefs center
Change matching rules so we only match for Venmo on username instead of username and primary email and any other changes needed (Paypal?)