Oh nice! Thank you - let me know when this is live :)

Interesting, thanks. But to confirm 'no bulk email' will perform the same way as https://civicrm.wikimedia.org/civicrm/a/#/email/unsubscribe, correct? Which is what we're using.

Sorry, understood that opting them out in Acoustic won't opt them out of Civimail; but if we sent them to 'no bulk email', will it opt them out of Civi mail? ie receipts, or recurring failure updates we sometimes have to send, etc.?

@Lars follow up question on that - if someone is down as 'no bulk emails (user opt out) - does that exclude them from Civi mail? As that was our default before the unsubscribe link shared by Sandra was rolled out a couple of years ago. Do the behaviours differ ie do they track differently? I had assumed the end result was the same via both of those and the Acoustic link.

Can I confirm we did filter out those who had already set up a new donation?

Thanks, @Ejegg - Sandra has always led on this but is now out until Monday and ideally we would deploy these today.

@Ejegg / @AKanji-WMF - can we deploy this today? As we're now in April, donors will be entering the restart programme, and this email needs to go out before that, or we'll have to recut the list.

@Lars do we have an update on this one? Ideally we would have this live ahead of Springlish, when we go back to fundraising in the US, a multi-channel market. Thanks!

This is the email copy document we used last time.

@Lars This is the same as T421245, yes (apologies, I don't think I had that one on my radar). I see see the link to the donor record as a separate thing for efficiency increased workflow efficiency.

Thanks for the add @MSuijkerbuijk_WMF - I think this is a great change.

However, I believe legacy is only for PayPal donations set up before we migrated to PayPal Express Checkout (paypal_ec) - I think they are just "paypal" in Civi. Would it be able to get a count for the legacy donations without the EC ones?

Is there any way to see volume of donors we have on Legacy still? As these are clearly loyal donors who have been giving for a long time, so we wouldn't want to risk losing their support; however, the current set up is not ideal for internal stakeholders. Getting a sense of volume would be helpful. Thanks!

Apologies for the false alarm - it turns out this is a known issue. That error appears if the donor created their recurring donation before we switched from a previous integration of PayPal called “Legacy” we are now on the the PayPal_ec aka Express Checkout integration.

Thanks @Lars - I wasn't you to dive into this, or expecting you to dedupe these (we can handle that going forward!), just wanted to ensure you were aware we had populated this with some ideas. We'll keep adding!

Could @AMJohnson and I get a test send too please? Thanks!

@Lars Just flagging that we have around 15 examples of edge cases in the sheet for whenever you want to take a look. Thanks!

Great, thank you @Lars !

Thanks @jgleeson - once they have all gone out we could take a look at the failures and perhaps do some correcting of the email addresses that are incorrect and resend. We also have the autocorrector on the email addresses, so I'm surprised some of them weren't picked up, but perhaps they are ones we haven't come across before so there isn't a rule in place for them.

Could I please get any test emails too, so I can see what donors will be seeing? Thanks!

Thanks @RKumar_WMF . Has this been cross-referenced with what we actually offer on the donation form for each country? As if not, that work likely should be done so donors are not running into this error.

@Lars is this fixed? Are we safe to change donors from monthly to annual if they request it as a result of the annual receipt send, or are there any other blockers? Apologies if this has been shared on other threads, it's been busy and I've lost track.

I would vote to leave PayPal. I think we should only have actual unaccepted countries be blocked.

No idea, but it's on the dropdown country list so I would assume so and we have it listed as accepted in our internal doc. I thought all of the countries in the dropdown were confirmed as accepted.

1. Thanks @Lars - note that we're not currently updating any from monthly to annual yet, but yes, any one-time or annual recurring gifts should also be included in the summary for recurring donors, as well as endowment gifts.

Per https://phabricator.wikimedia.org/T405619 do we have a version of this email for annual donations? And is the signature matching the new one for the first email ("Wikimedia Foundation Fundraising Team")?

Can I ask for a status update on this one @AKanji-WMF as we have seen a LOT of donors request this in recent weeks. Thanks!

Thanks @SHust - Please let's also ensure annual recurring donors are excluded from this send, as they get the receipt upon the donation processing each year.

@AMJohnson let's discuss the signatory with @MSuijkerbuijk_WMF

I would say let's just publish and we can come back around on updating the signature. It feels like we need to get this live. Thanks! Green light from this end.

copy doc here: https://civicrm.wikimedia.org/civicrm/admin/messageTemplates?reset=1#/edit?id=304&lang=en_US&status=draft

@Cstone just flagging that this isn't fixed yet, correct, as ideally we'd be able to search all transactions via email at Braintree before we test this:

Thanks for creating this @Cstone !

Thanks @Cstone for that list, and @Lars for confirming some only have one or the other. I think so long as we have a name, it doesn't matter which.

@Lars RML donors should all have a name attached once they have completed a donation. If they are just leads (ie signed up and received the emails, but have yet to complete a donation) we likely only have email address on file for them. I can't see any results for that link you shared, but if you can find any RMLs who have donated and don't have a name, I'd be curious to see them.

Thinking about this task and others one about contributions missing PII (https://phabricator.wikimedia.org/T411811 as a recent example), is there any way to make an alert in Civi if donations come in without basic info that every donation should have, like name, email, country, amount, currency?

Thanks for that extra context @Lars .

Thanks @Lars - can you confirm what the source of the missing data is? I wasn't clear from your comment on 10th Nov - are donors actually also using this link potentially? Thanks for clarifying.

I think mid-late March feels realistic - generally we won't have the translations done before then. We first do the English-language messaging updates, generally in February once we're over the end of year hump, and then send the new versions for translation March onwards, but @SBorriello can likely confirm better than me, as he manages that process.

Everybody on the team has their own workflow, and we encourage folks to work in the most efficient way possible at scale (especially this time of year), and have never been told there is a preference to do it a certain way for permanent unsubscribing. Some people do just use the Civi link below. I personally use different workflows depending on the country and giving level.

@NNgu-WMF can countries update between sends during 6C? I remember we used to not be able to update language for 6C donors mid-campaign as the lists were already cut (see slack thread). Is that still the case, and does the same apply for country? ie. in this case - will the country change be reflected in email 4, or should we snooze them?

Another one: https://wikimedia.zendesk.com/agent/tickets/1772581 / CID 19621344 - this donor clearly unsubscribed themselves, but it's not showing on their record in Civi.

@Lars Does that mean any donor who has unsubscribed themselves using the link (not just now but historically) does not currently show as unsubscribed in Civi? Just to clarify and understand the potential scale of this.

Ditto https://wikimedia.zendesk.com/agent/tickets/1769237 / CID 2289661, which was definitely unsubscribed on Wednesday. It doesn't show as such in Civi.

I think I have another one:

@Lars looping in @KHill-WMF as we have been discussing this logic for donor portal and want to ensure parity with there. I think Kevin has documented what we landed on in terms of logic for next transaction date.

Hi @jgleeson - I wanted to flag that @EBrill-WMF shared there has been a notable spike in donors reporting this issue today after the UK fundraising email deployed. Are you seeing the same thing?

No, the issue has always been RML and snooze. Donors who have been snoozed will receive RML if they sign up to receive them. Which sounds logical, but if they have already engaged and said 'not this year', they don't know that signing up means an automated 3-email campaign, starting 48 hours later. They believe they already told us 'not this year' so later means much later.

Sure thing. Re-resolving this one then.

Is this related in any way @Cstone ? Just noting this other phab is also about native flow in the app and lack of ISO code: https://phabricator.wikimedia.org/T407856

Reopening this task and adding new folks (@Lars) as this issue is back again.

Sounds good, ty!

@Lars just flagging that if the button is only for email, we need to relabel the button, as donors would expect 'unsubscribe from everything' to be all channels (which would track into a 'do not contact' field in Civi).

Nice job @jgleeson !!!

@jgleeson This may be anecdotal, but @KHancock99 had a look at some of these and noticed that all of these donors donated successfully last year when we were via Adyen direct. Is it possible this is somehow Gravy related?

@MDemosWMF do you have information about the workflow, etc? I'm guessing given this extra prominence we'll start to see tickets and questions, or should we just send them to @RLewis as we currently do with DAF?

@jgleeson Are these subscriptions just failing or actually cancelling? If cancelling, once we've figured this out, could we get a count so we can figure out next steps? Thanks!

Thanks @jgleeson !

Hi Yamini has another recurring one that didn't make it through.

Here is the example we have @Eileenmcnaughton :

@Cstone thanks for the update.

Another one, this time from France:

Thank you for all of this work @Lars and for the preventative action @ppenloglou .

Looks good to me.

I left some comments in the copy doc as it's the first time I'm seeing it. Thanks @MSuijkerbuijk_WMF

Agreed - although I think 'I am supporting other organizations now' could be 'other'.

Example: CID 34214637 (country has already been manually corrected back to Canada by DR)

Should we spot check some of these to ensure none are genuine, intentional email addresses? Sometimes things are marked on hold but donors have reached out to us from those same addresses and it was just a temporary bounce issue with their inbox.

@K3vnhill
Please note that DR can help with copy for these operational emails if it will expedite this. Let me know.

@AStein-WMF Thank you for your work on this!

Do we have the languages split out @SHust ?

I'm wondering if we need to do the follow up with the 6k if they received the automated failed recurring email already, as the presumably would have done when the donation failed and the subscription cancelled. It's not like those that failed and cancelled abruptly - if they went through the system of failing and dropping off the same way as other failed subscriptions do, they already got a notification email from us.

Approved draft of Civimail to those 6k donors is here. We need to confirm which languages we need it in and we can work on internal translations. We may need to decide what to do with those where we don't have the language in-house.

@MSuijkerbuijk_WMF before we retry all of them, let's do a donor experience check.

Thanks for confirming that, @Eileenmcnaughton .

@ppenloglou / @AKanji-WMF can you share the translations on the fr-dr channel? The translations were provided by DR (@TomaszGorski was not involved). Seilo, Adri and Erich can review their languages respectively and we can get them out on Monday.