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CCogdill_WMF (Caitlin Cogdill)
WMF Fundraising Email Manager

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User Details

User Since
Oct 29 2014, 10:26 PM (263 w, 1 d)
Availability
Available
IRC Nick
ccogdill
LDAP User
Unknown
MediaWiki User
CCogdill (WMF) [ Global Accounts ]

Recent Activity

Wed, Nov 13

CCogdill_WMF added a comment to T125272: Investigation: Create Preference Center for donors to manage email subscription preferences.

Cool suggestion! I like it.

Wed, Nov 13, 9:02 PM · Fundraising Sprint Princess Mongodb, Epic, Fundraising-Backlog

Tue, Nov 12

CCogdill_WMF triaged T238156: Dedupe suggestion: track down OG contact records for "new" donors as Normal priority.
Tue, Nov 12, 9:52 PM · Fundraising-Backlog
CCogdill_WMF created T238156: Dedupe suggestion: track down OG contact records for "new" donors.
Tue, Nov 12, 9:52 PM · Fundraising-Backlog

Sat, Nov 9

CCogdill_WMF added a comment to T237715: Opt in - remove from suppression list.

Here are the API details!

Sat, Nov 9, 12:04 AM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Fri, Nov 8

CCogdill_WMF added a comment to T237338: Civi: how to exclude recent Stripe donors from fundraising email sends?.

Fwiw, I don't think the problem is the filtering scan, I think it's the timing of when this stripe donation got added to Civi. If I'm reading their contribution record right, their contribution was Enqueued At Timestamp Oct 24, 2019 16:10, which was 2 days after the email went out and 7 days after they donated.

Fri, Nov 8, 10:48 PM · Fundraising-Backlog
CCogdill_WMF added a comment to T237715: Opt in - remove from suppression list.

Thanks for opening the ticket! If there's an API call to IBM to remove
people on the suppression list, that would be our best bet, though I don't
know if that exists. Should I ask our consultants?

Fri, Nov 8, 3:28 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Wed, Nov 6

CCogdill_WMF added a comment to T237100: Need to reset password for user silverpop-upload@wikimedia.org in IBM.

Ah, I see. Here's the current login page:
https://www.customer-engagement.ibm.com/marketing/launch/

Wed, Nov 6, 9:32 PM · Fundraising Sprint Visual Basic Instinct, Fundraising-Backlog
CCogdill_WMF added a comment to T237100: Need to reset password for user silverpop-upload@wikimedia.org in IBM.

You don't have to actually reset the IBM id, IIRC, only the campaign
automation login. Let me know if you need us to check with our consultant
on this.

Wed, Nov 6, 9:28 PM · Fundraising Sprint Visual Basic Instinct, Fundraising-Backlog
CCogdill_WMF added a comment to T237100: Need to reset password for user silverpop-upload@wikimedia.org in IBM.

Thanks, Elliott! We didn't realize this was a requirement with the system.
We learned our lesson ;)

Wed, Nov 6, 9:23 PM · Fundraising Sprint Visual Basic Instinct, Fundraising-Backlog

Mon, Nov 4

CCogdill_WMF added a comment to T237100: Need to reset password for user silverpop-upload@wikimedia.org in IBM.

Wonderful, thank you all for the help!

Mon, Nov 4, 7:01 PM · Fundraising Sprint Visual Basic Instinct, Fundraising-Backlog
CCogdill_WMF added a comment to T237100: Need to reset password for user silverpop-upload@wikimedia.org in IBM.

Okay, I saved the pw in a file called silverpop.txt as suggested.

Mon, Nov 4, 5:21 PM · Fundraising Sprint Visual Basic Instinct, Fundraising-Backlog
CCogdill_WMF raised the priority of T237100: Need to reset password for user silverpop-upload@wikimedia.org in IBM from High to Unbreak Now!.

Hey y'all,

Mon, Nov 4, 3:26 PM · Fundraising Sprint Visual Basic Instinct, Fundraising-Backlog

Fri, Nov 1

CCogdill_WMF renamed T237100: Need to reset password for user silverpop-upload@wikimedia.org in IBM from Email team can't become user silverpop-upload@wikimedia.org in IBM to Need to reset password for user silverpop-upload@wikimedia.org in IBM.
Fri, Nov 1, 1:29 PM · Fundraising Sprint Visual Basic Instinct, Fundraising-Backlog
CCogdill_WMF added a comment to T237100: Need to reset password for user silverpop-upload@wikimedia.org in IBM.

I just reset the password on the account so Katie could get in and try to re-run the file imports, but now y'all need to reset the pw again on your side. I'm going to update the task title to reflect that.

Fri, Nov 1, 1:29 PM · Fundraising Sprint Visual Basic Instinct, Fundraising-Backlog

Thu, Oct 31

CCogdill_WMF added a comment to T232037: We need merge handling for opt in.

Okay, then we need to find a way to use the silverpop API to remove people
from the suppression list when they opt back in.

Thu, Oct 31, 11:58 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, FR-Q2-FY2019-20-cleanup-list, FR-Civi-Dedupe, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
CCogdill_WMF updated subscribers of T232037: We need merge handling for opt in.

That looks right to me! I want to note that from a silverpop perspective, scenario 2 would require an extra step of us removing a contact from the Suppression list. I think that has to be done manually, though maybe there's an API call for it.

Thu, Oct 31, 1:37 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, FR-Q2-FY2019-20-cleanup-list, FR-Civi-Dedupe, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Thu, Oct 24

CCogdill_WMF added a comment to T234925: Problem with email opt-outs reaching Civi as unsubscribes.

I think my preference is option 2. I know we were concerned about people
who opted in NO and some point and changed their response to YES in the
future. It seems easier to me to set up an annual workflow where we remove
anyone from the unsubscribes list who has changed their response to YES.
Does that seem sensible?

Thu, Oct 24, 2:19 PM · Fundraising Sprint Visual Basic Instinct, Fundraising Sprint Usual Subscripts, Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-Banners, Fundraising-Backlog

Wed, Oct 23

CCogdill_WMF added a comment to T234446: Update English Thank You email.

So awesome! Thanks, everyone :)

Wed, Oct 23, 11:39 AM · Fundraising Sprint Usual Subscripts, Fundraising-Backlog

Oct 16 2019

CCogdill_WMF added a comment to T234925: Problem with email opt-outs reaching Civi as unsubscribes.

Huh, I remember us discussing that latest_optin_response field but I
thought we settled on opting these people out. I think that's what we need
to do--turn the opt out on the banner into a hard no.

Oct 16 2019, 7:15 AM · Fundraising Sprint Visual Basic Instinct, Fundraising Sprint Usual Subscripts, Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-Banners, Fundraising-Backlog

Oct 8 2019

CCogdill_WMF added a comment to T234925: Problem with email opt-outs reaching Civi as unsubscribes.

Definitely, the expected behavior is if someone opts-out of bulk email
while donating, they should be marked as opted-out in Civi and added to the
unsubscribes file that gets sent to IBM each night.

Oct 8 2019, 6:16 PM · Fundraising Sprint Visual Basic Instinct, Fundraising Sprint Usual Subscripts, Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-Banners, Fundraising-Backlog

Oct 4 2019

CCogdill_WMF added a comment to T233744: Update IBM with TargetSmart Age data.

Thank you all so much.

Oct 4 2019, 5:39 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 3 2019

CCogdill_WMF added a comment to T232633: fundraising dev/database access request for Mariana Suijkerbuijk.

Yeah, you'll need a CiviCRM cert to access the dash (
https://dash.frdev.wikimedia.org) at the least. Sorry, I take for granted
that we just set this up for fundraising people :)

Oct 3 2019, 3:45 PM · fundraising-tech-ops, Fundraising-Backlog
CCogdill_WMF added a comment to T233744: Update IBM with TargetSmart Age data.

Cool, we must've missed the cutoff time. Thanks, Katie!

Oct 3 2019, 2:43 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T233744: Update IBM with TargetSmart Age data.

Never manually add if it's data we're importing from Civi :) You should see
it when setting up the import. If you don't, just hit run on today's import
and we'll try again tomorrow.

Oct 3 2019, 12:00 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T233744: Update IBM with TargetSmart Age data.

I'm optimistic we caught it in time :) otherwise we'll try again tomorrow.
Thanks!

Oct 3 2019, 7:05 AM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T233744: Update IBM with TargetSmart Age data.

Hey Eileen, my mistake, I thought it had been deployed! We had already put
the import on pause last night so we could import the new data today. Is it
possible to squeeze it into today's import?

Oct 3 2019, 6:58 AM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 1 2019

CCogdill_WMF added a comment to T230509: Scrape HTML from IBM UI and bring queries into civi.

Ooh awesome, sounds like hardly any lag at all, even in the event of a
failure.

Oct 1 2019, 8:52 PM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T230509: Scrape HTML from IBM UI and bring queries into civi.

Thanks so much for this! Just one last question--how often will this be
updated? Daily? Will there ever be a lag?

Oct 1 2019, 8:18 PM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T234360: Schedule job for annual totals emails.

This is ultimately up to Michael, but I'm wondering if it'll be easier on
DS to send these in a few isolated batches so their team knows when to
expect them. Like 4 batchs of 10k, one per week?

Oct 1 2019, 6:47 PM · Fundraising Sprint Sysadmin Kane, FR-Q2-FY2019-20-cleanup-list, Fundraising-Backlog, Recurring-Donations, FR-Email
CCogdill_WMF added a comment to T233744: Update IBM with TargetSmart Age data.

We can use birth_date.

Oct 1 2019, 11:28 AM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T232633: fundraising dev/database access request for Mariana Suijkerbuijk.

It would be great if she has access to all the same databases that I do,
but these are the ones on my mind:

Oct 1 2019, 10:19 AM · fundraising-tech-ops, Fundraising-Backlog

Sep 24 2019

CCogdill_WMF updated the task description for T233744: Update IBM with TargetSmart Age data.
Sep 24 2019, 5:27 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T195907: Annual totals receipt thank you email for recurring donors.

Okay, from meeting with Elliott, it sounds like the multi-currency
formatting is not a concern. I'm down with Michael's suggestion! Noting as
well that Michael confirmed it's good to remove endowment donations.

Sep 24 2019, 4:48 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint Usual Subscripts, Fundraising Sprint Trojan Horse Wisperer, Patch-For-Review, Fundraising Sprint Sysadmin Kane, FR-Q2-FY2019-20-cleanup-list, Fundraising-Backlog, Recurring-Donations, FR-Email
CCogdill_WMF added a comment to T195907: Annual totals receipt thank you email for recurring donors.

And @MBeat33 's suggestion above is fine for me, though I am skeptical as to how much sense it makes to support the annual totals in multiple currencies. Is that easy enough to do, or should we scrap the annual total?

Sep 24 2019, 4:02 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint Usual Subscripts, Fundraising Sprint Trojan Horse Wisperer, Patch-For-Review, Fundraising Sprint Sysadmin Kane, FR-Q2-FY2019-20-cleanup-list, Fundraising-Backlog, Recurring-Donations, FR-Email
CCogdill_WMF added a comment to T195907: Annual totals receipt thank you email for recurring donors.

Yes, omit endowment donations @Ejegg!

Sep 24 2019, 4:00 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint Usual Subscripts, Fundraising Sprint Trojan Horse Wisperer, Patch-For-Review, Fundraising Sprint Sysadmin Kane, FR-Q2-FY2019-20-cleanup-list, Fundraising-Backlog, Recurring-Donations, FR-Email

Sep 23 2019

CCogdill_WMF added a comment to T230509: Scrape HTML from IBM UI and bring queries into civi.

Ah yessss this is so awesome, Eileen!! Would be good to rename that hash
field if possible to utm_source or mailing_id or something so it's easier
to find and join across tables, but I think this is exactly what I wanted
:D And just in time for our new analysts to use.

Sep 23 2019, 11:47 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 18 2019

CCogdill_WMF added a comment to T231538: One-time import of target smart data into IBM -- how to do this?.

Thanks, Eileen! We're going to set up a new recurring import tomorrow. I
think you can close this on your end.

Sep 18 2019, 9:15 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 11 2019

CCogdill_WMF added a comment to T231538: One-time import of target smart data into IBM -- how to do this?.

Thanks, Eileen! Let us know when that new data gets added. We didn't set up
those new fields to import on a recurring basis because we didn't want to
slow down import runtime, so we'll need to do another manual import to add
them.

Sep 11 2019, 6:39 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 6 2019

CCogdill_WMF added a comment to T232151: Civi dedupe: if existing CID has email opt-out, ask script to keep that when merging new ones.

Oh sorry! If we're talking exact matches, yes, I think they should be opted
out until the donor tells us otherwise. My bad 😊

Sep 6 2019, 2:18 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, FR-Civi-Dedupe, Fundraising-Backlog
CCogdill_WMF added a comment to T231538: One-time import of target smart data into IBM -- how to do this?.

Great, thanks @Eileenmcnaughton! I just told IBM to skip today's import so
I think the file should be around for Katie and me to import later. We'll
update this task with how it goes!

Sep 6 2019, 6:41 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T230509: Scrape HTML from IBM UI and bring queries into civi.

@Eileenmcnaughton let me know if I should pull in Trilogy for help!

Sep 6 2019, 6:39 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T232151: Civi dedupe: if existing CID has email opt-out, ask script to keep that when merging new ones.

Hm, I would disagree here. I might expect a donor would unsubscribe their
old email address knowing that they only check it for certain purposes and
only want to receive emails from us at a different address. I think we
should let donors specify communications preferences on a per-email basis.

Sep 6 2019, 6:35 AM · Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, FR-Civi-Dedupe, Fundraising-Backlog

Sep 4 2019

CCogdill_WMF added a comment to T231538: One-time import of target smart data into IBM -- how to do this?.

Sounds good! Thank you :)

Sep 4 2019, 7:25 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T231538: One-time import of target smart data into IBM -- how to do this?.

It runs daily at 9am UTC.

Sep 4 2019, 7:19 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T231538: One-time import of target smart data into IBM -- how to do this?.

Okay! Would be great to do this on the Friday morning UTC export since we
aren't sending emails on Friday, just in case something goes amiss with the
import.

Sep 4 2019, 7:09 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF updated subscribers of T231538: One-time import of target smart data into IBM -- how to do this?.

Awesome, thank you, @Eileenmcnaughton! FYI @KHaggard, please follow this task and we'll talk about field mapping once it's done.

Sep 4 2019, 7:04 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 31 2019

CCogdill_WMF added a comment to T230928: PayPal bug? Donation processes when PP screen says I will have a chance to review transaction.

Thanks, everyone, for jumping on a very unexpected task. I appreciate all
the follow-up and feedback.

Aug 31 2019, 8:26 PM · MW-1.34-notes (1.34.0-wmf.22; 2019-09-10), Fundraising Sprint Rocky Horror Presentation Layer, Fundraising-Backlog

Aug 29 2019

CCogdill_WMF updated subscribers of T231552: Opt-in showing in English to French-language donors.

@MNoorWMF is checking into the opt-in language.

Aug 29 2019, 1:40 PM · donate.wikimedia.org, Fundraising-Backlog
CCogdill_WMF triaged T231538: One-time import of target smart data into IBM -- how to do this? as High priority.
Aug 29 2019, 10:03 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF created T231538: One-time import of target smart data into IBM -- how to do this?.
Aug 29 2019, 10:03 AM · Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 21 2019

CCogdill_WMF created T230928: PayPal bug? Donation processes when PP screen says I will have a chance to review transaction.
Aug 21 2019, 1:36 PM · MW-1.34-notes (1.34.0-wmf.22; 2019-09-10), Fundraising Sprint Rocky Horror Presentation Layer, Fundraising-Backlog

Aug 20 2019

CCogdill_WMF added a comment to T125272: Investigation: Create Preference Center for donors to manage email subscription preferences.

Thanks for scoping this out, @XenoRyet, seems like a pretty thorough
approach to me!

Aug 20 2019, 3:54 AM · Fundraising Sprint Princess Mongodb, Epic, Fundraising-Backlog

Aug 13 2019

CCogdill_WMF added a comment to T228241: Add new calendar year fields to silverpop export.

Thanks so much for the quick turnaround, Eileen! I was able to disable the
automated import before the file was uploaded this morning and remapped the
fields. Everything seemed to import perfectly and I have successfully run
queries on the newly imported data. Seems like everything is working. I'm
happy to resolve this task! Thank you again.

Aug 13 2019, 3:41 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 12 2019

CCogdill_WMF reopened T228241: Add new calendar year fields to silverpop export, a subtask of T170972: Add calendar year totals fields to CiviCRM & export ? some? of them to silverpop, as Open.
Aug 12 2019, 2:25 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF reopened T228241: Add new calendar year fields to silverpop export as "Open".

Hey all, I'm reopening this task as for some reason, we're only getting fields for 2018, 2019, and 2020. The whole reason we need these fields is to create donor segments based on *past* giving behavior, so we need fields showing donations going back at least the last five years (2014-2017 also need to be included).

Aug 12 2019, 2:25 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 30 2019

CCogdill_WMF added a comment to T170972: Add calendar year totals fields to CiviCRM & export ? some? of them to silverpop.

Perfect! This is a great time to deploy T225544. FYI @MNoorWMF.

Jul 30 2019, 9:37 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF updated subscribers of T125272: Investigation: Create Preference Center for donors to manage email subscription preferences.

Spec doc for the preference center here: https://docs.google.com/document/d/1wKtGxJn06bs6OGAFV7DKUfVw2salKdU_NAUn5SMGks0/edit#

Jul 30 2019, 7:04 PM · Fundraising Sprint Princess Mongodb, Epic, Fundraising-Backlog

Jul 26 2019

CCogdill_WMF added a comment to T228241: Add new calendar year fields to silverpop export.

Hi there! Just checking if there is an ETA on getting this data into silverpop? We are getting lots of pressure from higher up to provide our full segmentation strategy, and I had really been hoping to be able to work with the data in silverpop in order to create that schedule, so we don't have to duplicate work. If we don't see this getting done in the next week, please let me know and I will start querying in Civi to fully flesh out our segmentation strategy.

Jul 26 2019, 1:47 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 25 2019

CCogdill_WMF added a comment to T178931: Paypal / Paypal EC issue in en6C?.

Hmm... looks like I missed this two years ago :D

Jul 25 2019, 2:50 PM · Fundraising Sprint Uptight Piano, Fundraising-Backlog

Jul 23 2019

CCogdill_WMF added a comment to T227363: Investigate: Add more silverpop data to Civi (query names, query criteria, segment data).

IBM just likes to name its list types confusing (IMO) things. The two list
types we send to are Queries and Contact Lists. Not sure if it would help
if I walked someone through the UI to see what I mean, but happy to do that.

Jul 23 2019, 2:20 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 19 2019

CCogdill_WMF added a comment to T228241: Add new calendar year fields to silverpop export.

Cool, thank you! That way we just disable the current import and set up a
new one mapping the new fields. Give me a 24 hours' heads up so we can
disable the active import (if it runs we lose the file on FTP and can't
re-import it).

Jul 19 2019, 9:13 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T228241: Add new calendar year fields to silverpop export.

It's easiest to add the fields once they appear in the export file. Are
they there already, just not populated?

Jul 19 2019, 8:50 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T222287: Civi: make sure Forget Me requests reach IBM.

Yep, we'd need to forget in each DB. And yes, the UI is spooky! But it
works.

Jul 19 2019, 8:25 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T125272: Investigation: Create Preference Center for donors to manage email subscription preferences.

Here it is! https://www.mozilla.org/en-US/newsletter/existing/8813b665-cfa8-495b-ada5-9c0a9c011522/. Feel free to play with my preferences if you want--I'm opted into this list with multiple email addresses 🤓

Jul 19 2019, 5:02 PM · Fundraising Sprint Princess Mongodb, Epic, Fundraising-Backlog
CCogdill_WMF added a comment to T222287: Civi: make sure Forget Me requests reach IBM.

I believe that a manual deletion in IBM and the forget me process are
different. The reason is that just in case this record exists anywhere else
in IBM, like on a different list, it will remain in IBM's logs. I think we
need to do the Forget Me if were going to do this properly.

Jul 19 2019, 2:54 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 18 2019

CCogdill_WMF added a comment to T228176: refresh CiviCRM SSL client certificate for Katie Haggard.

Thanks so much for the quick turnaround, Jeff! Katie is iiiiiin.

Jul 18 2019, 8:18 PM · fundraising-tech-ops, Fundraising-Backlog
CCogdill_WMF added a comment to T228176: refresh CiviCRM SSL client certificate for Katie Haggard.

Thanks, Katie! Just a +1 here to prioritize this. Katie is our email stats
person (among other things!). We're running our Japan campaign which has
multiple tests per week, and need to be able to stay on top of stats. It
makes the campaigns way more labor intensive for Moska if she has to run
stats as well.

Jul 18 2019, 4:06 PM · fundraising-tech-ops, Fundraising-Backlog

Jul 17 2019

CCogdill_WMF triaged T228349: Make sure silverpop export does not include endowment donations (except in explicit endowment fields) as Normal priority.
Jul 17 2019, 10:59 PM · Fundraising Sprint Quick and the Deadlocked, Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising-Backlog
CCogdill_WMF added a comment to T222958: New total fields needed for MG prospecting.

Okay, looks like I missed something big here! @NNichols can I get some more context on why it's important to combine endowment gifts with annual fund gifts in these "latest donation" fields? These fields are some of the most important ones we use in our fundraising appeals. I'm worried that combining this data will get us in some legal trouble because we'll end up pulling them into our annual appeal emails and may suggest that an endowment gift actually went to WMF.

Jul 17 2019, 10:22 PM · Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Patch-For-Review, Wikimedia-Fundraising-CiviCRM, FR-Civi-Planned-Giving, FR-Civi-Prospect, Fundraising-Backlog
CCogdill_WMF added a comment to T170972: Add calendar year totals fields to CiviCRM & export ? some? of them to silverpop.

Oh huh I didn't realize that our totals were including endowment gifts. Can
we make it so that the non-endowment fields in the silverpop export are
just that--non endowment? We might get ourselves into some legal trouble if
our copy suggests that someone's last gift was to WMF when it was really to
the endowment... Why have these fields cross over when we can have two
unique fields?

Jul 17 2019, 10:17 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T170972: Add calendar year totals fields to CiviCRM & export ? some? of them to silverpop.

Thanks for asking! It would be great to have some of those endowment
fields, too. These would be great to start with:

Jul 17 2019, 10:08 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T227363: Investigate: Add more silverpop data to Civi (query names, query criteria, segment data).

Okay, starting a thread with David+Eileen+Trilogy.

Jul 17 2019, 9:12 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T170972: Add calendar year totals fields to CiviCRM & export ? some? of them to silverpop.

Got it, thank you!

Jul 17 2019, 7:41 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T226572: add tracking to opt in page.

Awesome! Are the stats from the one test we ran backfilled, or is that test a dud?

Jul 17 2019, 5:07 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising-Backlog
CCogdill_WMF added a comment to T222958: New total fields needed for MG prospecting.

Hey all, apologies for not adding feedback sooner! Your suggestion was
interesting, Eileen, but felt like it's achieving something similar to the
calendar year totals we're adding. Maybe I'm not seeing what problem we're
trying to solve for here since I don't typically use the Civi UI? Let me
know if there's something for me to look at here.

Jul 17 2019, 4:28 PM · Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Patch-For-Review, Wikimedia-Fundraising-CiviCRM, FR-Civi-Planned-Giving, FR-Civi-Prospect, Fundraising-Backlog
CCogdill_WMF added a comment to T228242: Backfill new calculated fields.

@Eileenmcnaughton awesome! Do you have a projection on how long that will take? We've been waiting to be able to use this data to map out our Q2 schedule. Could we possibly have it run through Big English data before other stuff?

Jul 17 2019, 4:23 PM · Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T170972: Add calendar year totals fields to CiviCRM & export ? some? of them to silverpop.

Hey @Eileenmcnaughton did this get deployed during the maintenance on
Monday?

Jul 17 2019, 4:23 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T227363: Investigate: Add more silverpop data to Civi (query names, query criteria, segment data).

Hi @Eileenmcnaughton, thanks for investigating! I asked Brian and Eric at
Trilogy and they confirmed the API can't do this for us :( Their response,
excerpted:

Jul 17 2019, 4:06 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 9 2019

CCogdill_WMF added a comment to T227499: List all data types in the email export to IBM.

I can get the column headers for you super easily from IBM. If you actually
want to see the SQL that builds it, that's a different story. Should I get
you the column headers?

Jul 9 2019, 5:03 AM · Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T226572: add tracking to opt in page.

Awesome! You think we might be able to get new data in by EOW?

Jul 9 2019, 12:27 AM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising-Backlog
CCogdill_WMF added a comment to T227499: List all data types in the email export to IBM.

@DStrine is this about figuring out the different email preferences in Civi? i.e. On hold or Do Not Mail? Or is this about something else?

Jul 9 2019, 12:12 AM · Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF added a comment to T226572: add tracking to opt in page.

Hey all! I see something happened with this task last week. Should I be checking for data?

Jul 9 2019, 12:00 AM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising-Backlog

Jul 8 2019

CCogdill_WMF added a comment to T226571: List all emails that may have been mistakenly opted out.

Ah, duplicating my comment from T223935 here:

Jul 8 2019, 11:57 PM · Fundraising-Backlog, FR-Email
CCogdill_WMF added a comment to T223935: SPIKE: Unsubscribes import decreasing in size over 2 days.

Last week, we performed the process I outlined above in silverpop and purged anyone from our Master Suppression List (MSL) who had been opted-out by the unsubscribes import. That removed 1.25M records. Then, the nightly import imported 936k new rows, which suggests that we successfully removed about 310k records from the MSL that were not supposed to be there. This feels like a big win!

Jul 8 2019, 11:48 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Fundraising Sprint James Bond: Licensed to Share, Fundraising-Backlog
CCogdill_WMF added a comment to T125272: Investigation: Create Preference Center for donors to manage email subscription preferences.

Cool, when would it make sense to discuss this further? Happy to outline
our expectations and see what might work within the constraints of our
system.

Jul 8 2019, 6:55 PM · Fundraising Sprint Princess Mongodb, Epic, Fundraising-Backlog

Jul 5 2019

CCogdill_WMF renamed T227363: Investigate: Add more silverpop data to Civi (query names, query criteria, segment data) from Add more silverpop data to Civi (query names, segment data) to Add more silverpop data to Civi (query names, query criteria, segment data).
Jul 5 2019, 9:28 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
CCogdill_WMF triaged T227363: Investigate: Add more silverpop data to Civi (query names, query criteria, segment data) as High priority.
Jul 5 2019, 9:27 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 3 2019

CCogdill_WMF added a comment to T225544: Rename Field in IBM export.

Would it be possible to time this change with T170972 so we only have to remap the fields once?

Jul 3 2019, 8:27 PM · Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Fundraising-Backlog

Jun 28 2019

CCogdill_WMF added a comment to T226572: add tracking to opt in page.

Hmm I guess in a totally ideal world, we would keep a record of all engagements, but I could work with just the latest.

Jun 28 2019, 7:29 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising-Backlog
CCogdill_WMF added a comment to T223935: SPIKE: Unsubscribes import decreasing in size over 2 days.

We sent a big bulk email blast on Thursday, so yeah, that seems entirely
possible.

Jun 28 2019, 4:20 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Fundraising Sprint James Bond: Licensed to Share, Fundraising-Backlog
CCogdill_WMF added a comment to T223935: SPIKE: Unsubscribes import decreasing in size over 2 days.

Shouldn't be related to the opt-out pages. We aren't sending traffic there
until that tracking task is done.

Jun 28 2019, 3:51 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Fundraising Sprint James Bond: Licensed to Share, Fundraising-Backlog
CCogdill_WMF added a comment to T223935: SPIKE: Unsubscribes import decreasing in size over 2 days.

Awesome! Am I right in thinking we should have seen decreases in... both export files last night? Or just the Main Database import? @KHaggard can you advise how the IBM imports looked from last night?

Jun 28 2019, 3:20 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Fundraising Sprint James Bond: Licensed to Share, Fundraising-Backlog

Jun 27 2019

CCogdill_WMF added a comment to T195907: Annual totals receipt thank you email for recurring donors.

We met with Katherine this week! We have a follow-up meeting in a couple weeks and should finalize copy at that point. Putting a reminder on my calendar to update y;all the week of July 15 :)

Jun 27 2019, 3:21 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint Usual Subscripts, Fundraising Sprint Trojan Horse Wisperer, Patch-For-Review, Fundraising Sprint Sysadmin Kane, FR-Q2-FY2019-20-cleanup-list, Fundraising-Backlog, Recurring-Donations, FR-Email

Jun 26 2019

CCogdill_WMF added a comment to T226571: List all emails that may have been mistakenly opted out.

Sounds great, thank you! :)

Jun 26 2019, 1:57 PM · Fundraising-Backlog, FR-Email

Jun 25 2019

CCogdill_WMF updated subscribers of T226571: List all emails that may have been mistakenly opted out.

Hmm, I guess I could do all of this with what we have in IBM. I could create a copy of the main database in silverpop and then purge all the people who have opted out using silverpop forms from it. I will then purge the remaining list from the master suppression list, and then the nightly unsubscribe import will re-import anyone we missed. Whew! @MNoorWMF does that all make sense to you? Would like to sanity check the method.

Jun 25 2019, 10:12 PM · Fundraising-Backlog, FR-Email
CCogdill_WMF added a comment to T226572: add tracking to opt in page.

Assuming 'the variant of the page' = utm_source, yes! In other words, we
need to track our 3 main utms:
utm_medium
utm_campaign
utm_source

Jun 25 2019, 8:37 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising-Backlog
CCogdill_WMF added a comment to T226571: List all emails that may have been mistakenly opted out.

A related question has been bumping around in my mind: which contacts
*were* considered
opted out and are no longer? I.e. were there *on hold* people who were once
opted out and should be opted back in? I don't actually know if these cases
exist, but wondered if combining those into this request would allow us to
accomplish two goals at once.

Jun 25 2019, 8:35 PM · Fundraising-Backlog, FR-Email
CCogdill_WMF added a comment to T223935: SPIKE: Unsubscribes import decreasing in size over 2 days.

So does that mean a bunch of opt-ins have been added to the unsubscribe
list? When an email gets added to IBM's master suppression list (which is
where the unsubscribes import points), it stays there, even if the next
night's file doesn't include that email. Can I get a list of people who
have been erroneously added to the suppression list? I think I can purge a
whole csv from the list as a bulk job.

Jun 25 2019, 4:54 PM · Fundraising Sprint Never Ending Query, Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Patch-For-Review, Fundraising Sprint King Kong vs. Mozilla, Fundraising Sprint James Bond: Licensed to Share, Fundraising-Backlog

Jun 24 2019

CCogdill_WMF updated subscribers of T226450: Import US Census zip code data into Civi.
Jun 24 2019, 9:01 PM · Fundraising-Backlog
CCogdill_WMF triaged T226450: Import US Census zip code data into Civi as Normal priority.
Jun 24 2019, 9:01 PM · Fundraising-Backlog