Thanks, Lars. This phab task may now be moot, at least for the time being.

Hi team, I believe this notice should be placed on the login page of the donor portal, as we want to use web beacons to track logins. Thanks!

Looks good to me!

Flagging that the audience segment threshold for donor portal links is "mid-value tier" (who has $1000 in cumulative giving in the current fiscal year) or higher. Noting these segments names and definitions may shift in the medium term.

Request came as a result of discussions regarding facilitating donor portal roll out via Donor Relations, so I'd say it's a Donor Portal-related request, rather than a donor relations specific request. And I hear the concerns on future work, hopeful there's a way to facilitate easy access.

This is currently in discussion for future development, but is not a priority for launch or immediate tasking post-launch.

Hi @Damilare - is a new tab the suggestion of FR Tech? I'm happy to follow up on design requirements, but want to confirm this is the recommendation on the way forward.
A transaction status column in the existing donation history design may also work for this issue. Open to solutions here.

In T407861#11521904, @AKanji-WMF wrote:

@KHill-WMF do we still want to pursue this or shall we close this task?

@AKanji-WMF can do. Can I confirm that you want to do this work pre-launch or post? (FR-Tech sprint January B or later?). Noting that I'll include Greg in the discussion.

Updating this Phab with Ramón's mockup:

• I am thinking that we can follow the same layout we did for the paypal notification.
• I the idea of blocking the entire actions section to prevent further changes while the updates are in progress
• Additionally, we could change the "status" label to something like "processing" that way is even more clear that something is going to happen

• The color variables I am using are:

border: color-gray-bright
background: color-gray-pale
label: color-orange-bright

Hi team, I've re-engaged Ramon on this item, asking for a recurring donation card that indicates that a "change has been requested". Please see the mock up I created attached.

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.

In T410409#11425795, @AKanji-WMF wrote:

@KHill-WMF did we ever get resolution on the above question?

Mariana and Donor Portal working group are good to proceed with this solution, but ask that we document the change process for the different payment methods (CC to Wallet, Wallet to CC), and note that payment method changes can lead to a failed initial gift.

Can I confirm this reminder is active and will be sent to those 6C annual recurring donors?

I have a question about this request, and whether we should instead have donation history include cancelled and refunded gifts, rather than a temp cancelled card. Will raise in next working group meeting.

Present last monthly recurring amount (minimum gift of $5/year), processed on the date of change, and again one year later

Mailto email copy:

I've created a draft of copy, based on info available on Trustly's website. Can I confirm this page follows an ACH transfer from Trustly?

In T407453#11355588, @AnnWF wrote:

is mail to use link as below looks ok or you want me to replaced with text [[ Mailto:donate@wikimedia.org | contact our Donor Relations team]]? @KHill-WMF

Hi Wenjun, the pop up should contain:

Email copy has been updated by Sandra.

I've asked Sandra to make this update, will reply when completed.

Problems logging in flow:

1. "Problems logging in?" link click on login page
2. Pop-up modal with instructions
3. Contact donor relations link click triggers mailto email to donor relations

Would this work for you? If yes, I'll get it reviewed and approved:

Hi @Lars, does this copy need to be neutral enough to be used for donor portal login, double opt-ins and email preference center?

We're currently testing this experience and would love to hear what you think. [Provide feedback]
Survey Monkey link: https://www.surveymonkey.com/r/3NGY8NN

Here's Ramón's updated design for the PayPal card. It removes the Change, pause and cancel options in favor of a disclaimer message (and no link out).

Hi @Cstone, I'm cleaning up the Asana task board timeline, can you let me know if Oct 24 is still a reasonable due date for this work? Thanks!

Thanks, I'll circle back with the working group team on this.

Hi @Ejegg, can I confirm that we're unable to alter PayPal Express Checkout gifts, other than to cancel them, via the Donor Portal?

Hi @Dwisehaupt - is this request complete, or is it missing any required info / approvals? Thanks!

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

In T396521#11129329, @AKanji-WMF wrote:

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

Shall we keep 'Other' without the open answer field? Is it useful to know that the person is cancelling for a reason not listed?

Here is the current list of reasons for cancelling provided by Donor Relations: