@Lars - @SHust and I were able to create a view using a searchkit form that can be pulled into a custom contact summary layout that shows the direct mail activities on that record on the summary page (subject, activity date, type). We have done that for both DP and DR team views in Civi, perhaps that solves some or all of this request? Could be a foundation we can use to make edits to if needed. Example screenshot below.

@Lars It worked! Thank you!

I agree with that! @RLewis How does that look to you?

@Lars @RLewis The rules were pretty fuzzy around this - basically I would look at the results each week and if a new appeal code outside of the types Lars listed above (Usually a DM or Event appeal) showed I would add them to the searchkit so they would not get pulled in and overwritten. I agree with Lars it would be onerous to keep having to add new appeals as they come in once this is automated, so identifying all those we can overwrite might be the way to go. I am just unsure how any outside of DM or Events are created and if more will be created that can be overwritten and aren't on that current list.

Got it, thank you!

Noting that we had no issues with the DM activity imports for Sept mailing, only saw errors with the NCOA import.

Civi link: https://civicrm.wikimedia.org/civicrm/queue/monitor?name=user_job_5456

@Lars After the NCOA import we got back 38 errors "no contact found for this contact ID" file is saved here.

Thanks @Lars yes, that matches the criteria we have in the SK.

@Eileenmcnaughton Received! Thank you!

@Lars In the meantime we are changing money order to 'check' and importing money order # to check # please let us know when this update is made so we can revert back to coding as 'money order.'

Mentioned in combowiki call today - let me know if anything is needed and I can loop in our contacts at Chariot to support this work.

Thanks @Lars + @Eileenmcnaughton please keep us updated!

@Lars My ideal is #3 since we actually ran into this with DAFpay gifts (https://phabricator.wikimedia.org/T429835) as well where we want payment method = DAFpay, but to enter a check number if it comes in as a check. cc @Eileenmcnaughton for her awareness

@Lars From what I recall this had been mapped this way because when you select Money Order as a payment method the 'check number' field disappears in Civi. If you can fix that we could definitely re-map to check number! We just didn't have a place to put that money order number.

@Elbar53 has not, waiting to hear back from @BJordan-WMF.

@Eileenmcnaughton Contribution moved to 'paid out' in Overflow but I'm not seeing it on CID 6061257.

Noting this is still happening - most recent 9/21 Chariot donation ID: donation_01m336k200wbb0r8w11gm47chs, CID
71392020 @Eileenmcnaughton

Great, thanks @Lars !

@dmiranda Just checking in on how things are looking with the credit card work on this task, thanks!

@Lars Just checking in on the status of this, still thinking before Oct?

@MRitch-WMF above said the White Mail code on the BRE would technically be the more accurate attribution as it is directly connected to the appeal they are responding to. @MRitch-WMF Can you confirm that's correct that you don't want that appeal overwritten?

@Lars It's only adjusting the 'Fund' field information to online vs major gifts. Analytics requested we update just the whitemail (appeal ending in FWM) WMF DM with that rule about a year ago so Engage can reflect it in their files to us.

Just sent that request!

@Lars I would lean towards having that information included if it's not too big of an add, just to support any analysis needed in the future and not have to pull in fr-tech if we need that insight.

@Lars I heard from Faircom they weren't able to make the CID updates to the September DM mailing list and there were about 12K old CIDs in the list. After this mailing we should have the new system in place, but the timing didn't work out for this first mailing. If the old CID is not fully deleted, should it automatically import to the merged CID if we get returns from those merged CIDs? cc @Elbar53

@Lars Good to know! I would defer to @RLewis / @MRitch-WMF on if we want that more Civi facing. I could see it being helpful to not have to bother fr-tech for insight into this if that comes up. But if that adds a lot of work, probably not a must have.

@Lars Thanks for laying out the logic above. I think that sounds good overall. We may just want to confirm that this attribution is agreed upon as far as using a DM activity even though it's possible the gift could have been inspired by other outreach like email, banner, etc. @RLewis to confirm and maybe we loop in @MRitch-WMF so she is aware as well? I am curious if we would want to be able to identify these types of automated attributions just to differentiate which were "back-filled?" Some kind of marking on the contribution record maybe? Just a thought, not sure if that would be something we might want visibility into down the road.

@Eileenmcnaughton Since we only use Overflow for stock now there shouldn't be any need for banking institution soft credit. Exciting to try to automate these!

@Lars I think Mariana mentioned she wanted subsequent recurring TYs suppressed. Just wanted to see if there was already a trigger setup to suppress these for internal recurring that we could use to suppress the TY for these subsequent GFM recurring that we will be importing as well. Hoping to avoid as much manual work within the import as we can before importing, but we can suppress it by adding the 'No TY reason' field if needed.

@Lars from the fields available they do have "New vs. Existing Recurring" so I believe we could see if it is initial or subsequent and add financial type accordingly. Do you know if Civi is setup to automatically suppress TY for financial type = "Recurring Gift - Cash" for subsequent recurring donations? Otherwise I will need to suppress in file manually.

@Lars I agree, if we could use a flag of some kind for recurring outside of our internal flows, that would be easiest. I would just need to know what that field is in Civi.

@Lars @Ejegg I was just given access to the DTD BAR in coupa and see the note on the security review shows this:

@Eileenmcnaughton The field name in Chariot that will have the Endowment and Anonymous flags has been updated to "Flag" - the policy in Chariot has been written as well. Just need to make sure it is set up on the Civi side when you are able.

@Cstone Any updates on the credit card Gr4vy work? I see a couple subtasks for the webhook and capture job in progress. Let me know if there is anything further we need from Gr4vy.

Thanks @Lars !

@Eileenmcnaughton Strange, seems to be working for me now, too. I went back and cleaned up a few others that had the same duplicate issues and the changes saved.

These have been cleaned up in Civi.

@MSuijkerbuijk_WMF We could still send a thank you letter from us as well, but since these imports will be done weekly they wouldn't be getting the letter at the time of donation. It could still be a nice thank you from us, but they would be getting one through GFM at the time of donation and then another from us a bit delayed. Let me know what is preferred.

@Lars it looks like GoFundMe handles all TYLs at the time of the donation:

@Lars @MSuijkerbuijk_WMF For those opting into email - what field in Civi should this align to? I see a general 'Opt-in' in the Communications box, but want to confirm.

Gr4vy ACH update: They've made the changes to add the secCode for ACH. It runs OK on our account and we are getting a successful response.
Charlotte will run a test against the wiki sandbox so we can get Charlotte to check and ensure the transaction data is correct.

As discussed with @Eileenmcnaughton I will build out this new policy in Chariot and coordinate with her to enable the alert emails with this new flag.

Newer example: CID 70927467

@Eileenmcnaughton I cleaned this one up!

@Eileenmcnaughton The 'and' is in the data from Chariot so it seems it is something on the Civi side?

@MSuijkerbuijk_WMF @Lars Great, thanks for confirming! We can keep it simple for now, no soft credits.

Sounds good!

@Ejegg @Lars Looks like we will be moving forward with imports. I am trying to think of the best coding for these gifts and I recall there being mention of existing P2P infrastructure in Civi. Is there any more info on what that might be? Not sure if it will be useful for us or not, but we may want to use it depending on what it is.

Mariana has approved us going with the following option:
Spend the $3k for GFM Pro for 6 months, essentially so we can have these donations come into our Stripe account, so that we could import them into Civi without breaking things (though we may still have some issues to work out for reconciliation).

Update on ACH MOTO. We should be able to use Adyen's ACH services. Gr4vy has said they are approximately 90% ready with the implementation. They currently need to add a connection option to configure the secCode, as it cannot be determined solely by the MOTO flag due to MOTO capturing both phone and mail use cases without differentiation. They have said this should be ready week of 8/17.

@Lars Sounds good. We can keep you updated if we hit anything during the next DM activity import. Looks like we should get that list around 8/25. As a heads up I will be training @Elbar53 on these imports and she will be taking over moving forward.

@Eileenmcnaughton @SBurnett-WMF did reach out and I shared this information with her: It seems like these are coming through Charity Navigator/Give Lively and then getting processed through stripe/deposited into our bank account. So I don't think these are related to events? But @JSimmons might be able to confirm. Finance has not been providing these to us in our EFT lists so they have not been getting entered.

@Ejegg Strange! I'm thinking we would want the name to get filled in as anonymous instead of blank? But keep the email on the record.

I like that idea!

@Lars For this 8/24 email we can use the Chariot workaround to bridge the gap if needed.

@Eileenmcnaughton TY!

@Eileenmcnaughton thank you!

Gr4vy metadata updates are now in sandbox and production. @Cstone

@Eileenmcnaughton Are you able to look into this now?

Gr4vy has said metadata change should be available next week, no update on webhook work yet.

Gr4vy to update metadata from cid to customer_id > This will be week of 7/20.

@AKanji-WMF Would you be able to assist with asessing how this work will fit into fr-tech's other priorities? A timeline for this will help @MRitch-WMF plan when we can incorporate recurring CC into future DM campaigns. Thanks!

Action Items from 7/14 call:

@Lars Sounds good, appreciate the update!

@Lars Thanks for thinking through how to make this process more efficient! Wondering where this is in the roadmap? Katie is handing off this verification work to Ellen in the next couple of weeks and we would like to have this before October at the latest when volume picks up. @KHansen can continue to work with you on this as needed and then @Elbar53 can be trained in the updated process when complete.

@HAhmed-WMF Thanks for flagging. We do want to be able to drill into that group as well. Matching can come in through Chariot Disbursements currently so noting there is some overlap there, but lets keep the insight we have into these gifts as a subcategory.

@HAhmed-WMF Has this update been applied to Metabase yet?

@HAhmed-WMF That's right! Thank you!

Gr4vy is currently working on adding the customer details to the webhook. No ETA for that yet.

Thank you @Lars and core team! Looks like a great update to that feature. We will see how it works in our next batches!

@Eileenmcnaughton - @Cstone Said in slack that these gifts had actually been imported in Civi from an Engage file. Just want to make sure we are not duplicating anything. Are you updating those imported gifts with the Gr4vy info?

@HAhmed-WMF All gateways across the Chariot gifts have been updated to Gateway = Chariot in Civi.

Noting here we have successfully processed 3 transactions through the Gr4vy flow and metadata looks good. However we are not seeing the donations in Civi. @Eileenmcnaughton is investigating.

@Dwisehaupt Thanks!

Thanks @Lars! Let me know once it's live.

Sounds good!

Thanks for spotting this @RLewis !

Got it, thanks!

This is super helpful, thank you! I would say the 3 contacts would be helpful as well especially because those take a bit more time to merge.

@Eileenmcnaughton We shouldn't normally be getting planned gifts through Chariot. That was a one-off situation where we had to go in after and update the gift information.

@Eileenmcnaughton Are Fund and Gift Type already set up? I know those are in the metadata as well.

@Lars Ahh thank you!

@Lars File is linked here. Let me know what you find, thanks!

@Lars I tried to import, but got this page - I assumed it was due to the changes made.