In the thank you email, it might be nice to remind people who donated previously and provided their employer's name for matching at that time, rather than just including the generic text about matching.
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Relatedly, investigate if we could at least change the logic to resend the employer matching emails to contacts who provide their employer name on the donation form, because we currently do not send the email more than once, which means that if someone donates again indicating their employer they just never hear anything from us about it. Perhaps this might involve bringing this process into CiviCRM.
And also to test: I suspect that if someone enters a new employer name in the form, they won't receive a new email with the details for their new employer.
And we may want to review why there is a one day delay when someone enters the program, so we effectively have a 2-26h delay for the Acoustic upload plus another 24h for the program. From a donor perspective, they probably want to find out about matching opportunities immediately, when this is on their mind, rather than 1-2 days later.
The Acoustic query for entry into the program is:
WHEN employer_id is not blank
AND IsoLang is equal to en
AND both_funds_latest_donation_date is within the last 7 days
So in order to send the email a second time specifically based on the contact having submitted their employer with a new donation, we'd have to change how we handle the process as it is not currently possible to determine with the data we have available in Acoustic if this is the case. We could add them to the program directly from Civi (after also updating the employer_id and both_funds_latest_donation_date) or we could just cut out the middleman and send the email directly from CiviCRM. Both approaches also have the advantage of removing the delay. This depends somewhat on our long-term plans: do we plan to send these emails ourselves or do we want the new provider to send these emails? Would we rather include these details in the thank you email or continue to have a separate email?