1253718 - CRM/Email request form

Status: VERIFIED FIXED

(bugzilla.mozilla.org :: Custom Bug Entry Forms, defect)

Description

[Jessilyn Davis]

We need a way to intake new CRM/Email marketing requests at Mozilla.

Here are the questions we'd like the form to ask - complete with a intro paragraph:

https://docs.google.com/spreadsheets/d/1j2LhASvMsqjJ0vw5aKRwfoX3CS-rzg14zetFkj2If6E/edit#gid=0


Form URL requested:
https://bugzilla.mozilla.org/form.CRM


Upon form submission please assign to:
[e-mail]

And cc:
[e-mail], [e-mail], 


And submit the bug to:
Could we create a new Product = CRM? And component = New Request?

If not, then:
Product: Marketing
Component: Email

Please let me know if you have any questions and when this form can be complete by. If possible, it'd be great if this was live by 11 March.

Thanks!

Comment 1

[Mark Côté [:mcote]]

Unlikely we can do it by March 11; we normally do pushes only once a week, on Monday nights, to minimize risk.  Since each one is custom built, normally forms take at least a couple weeks, factoring in review time (both internally of the code and with the person requesting the form).  We might be able to do it by the 15th but that would be aggressive.

We will also need data on your new product and component.  Please file a new bug, blocking this one, under bugzilla.mozilla.org :: Administration with these details: https://wiki.mozilla.org/BMO/Requesting_Changes#Products

Comment 2

[Jessilyn Davis]

Thanks Mark! I completely understand. Thank you for the information and expectation setting.

The 15th would be fantastic, but if not - does the 22nd seem doable?

For the new product and component - I'll hang tight and see how it goes with the existing:
Product: Marketing
Component: Email

Hopefully that will help the 15th/22nd seem more realistic.

Thank you.

Comment 3

[David Lawrence [:dkl]]

I have uploaded a new crm form to our test system for your feedback and testing. Let me know how it goes.

https://bugzilla-dev.allizom.org/form.crm

dkl

Comment 4

[David Lawrence [:dkl]]

Please take a look at this today if you can so we can possibly get it into next weeks production push.

Thanks!

Comment 5

[David Lawrence [:dkl]]

(In reply to David Lawrence [:dkl] from comment #4)
> Please take a look at this today if you can so we can possibly get it into
> next weeks production push.
> 
> Thanks!

Please take a look at the test site before the end of week if you want this to go out next week.

dkl

Comment 6

[Jessilyn Davis]

Thanks David!

Edits to the form:

1) Typo - Under Points of Contact
    “who should *be* cc’ed”


2) When the form is submitted the bug title should be "New CRM/Email Marketing Request" (not "New SFDC/SFMC Feature/Program Request")


3) Is it possible to set up this piece of functionality?

Upon form submission please cc:
[e-mail], [e-mail], [e-mail], 

Or is it recommended that these individuals follow the Marketing (product) - Email (component) to be alerted?


4) New fields to add (now that we see it in action - I've added these to the spreadsheet and highlighted them):

 3.1) Program Name: (at top)
 -- is it possible for that title to be added to the title of the bug that's created Ie: Bug 1154255 - New CRM/Email Marketing Request: <Program name goes here>

 3.2) New question after 'What will you do with these relationships?"
"Is this a new email program request?" - picklist: Yes/No 

 3.2.1) - If yes, another box would appear - "Cadence of planned email engagement" - Picklist: "One Time", "Weekly", "Monthly", "Random" 


Another question:
Once this is live, how hard is it to make changes to the form?/What's that process? Ideally, this form is perfect and will meet all our needs - but it might need some tweaks after it goes live and we've accepted a few requests and processed them.

Thank you! This is exciting.

Comment 7

[David Lawrence [:dkl]]

(In reply to Jessilyn Davis from comment #6) 
> 1) Typo - Under Points of Contact
>     “who should *be* cc’ed”

Fixed
 
> 2) When the form is submitted the bug title should be "New CRM/Email
> Marketing Request" (not "New SFDC/SFMC Feature/Program Request")

Fixed.

> 3) Is it possible to set up this piece of functionality?
> 
> Upon form submission please cc:
> [e-mail], [e-mail], [e-mail], 
> 
> Or is it recommended that these individuals follow the Marketing (product) -
> Email (component) to be alerted?

Watching the component is preferable as they can add/remove themselves on their own. We can also add them to the default cc list of the component if necessary. 
 
> 4) New fields to add (now that we see it in action - I've added these to the
> spreadsheet and highlighted them):
> 
>  3.1) Program Name: (at top)
>  -- is it possible for that title to be added to the title of the bug that's
> created Ie: Bug 1154255 - New CRM/Email Marketing Request: <Program name
> goes here>
> 
>  3.2) New question after 'What will you do with these relationships?"
> "Is this a new email program request?" - picklist: Yes/No 
> 
>  3.2.1) - If yes, another box would appear - "Cadence of planned email
> engagement" - Picklist: "One Time", "Weekly", "Monthly", "Random" 

Added.

> Another question:
> Once this is live, how hard is it to make changes to the form?/What's that process? Ideally, this form is perfect and will > meet all our needs - but it might need some tweaks after it goes live and we've accepted a few requests and processed them.

We can make future tweaks by filing new bugs. If the feedback loop is small, we can get changes out on a weekly basis.

To ssh://[e-mail]/webtools/bmo/bugzilla.git
   a8fe8ec..31de6c6  development -> development

Please give it another try at https://bugzilla-dev.allizom.org/form.crm

dkl

Comment 8

[Jessilyn Davis]

Yayy! This is looking so good. Thank you!

Last tweaks:

1) Please add [e-mail] to the list of default cc's for this component. 
 

2) For  "How many people will need access to the CRM platform? Who are they & what are their roles?"

Add a line break so that it looks like:

*How many people will need access to the CRM platform?*
Who are they & what are their roles? 

and make the text box a bigger one like the other questions.


3) For "Points of contact Who should be cc'ed on this bug and kept informed of updates?"

Add a line beak and a :  so it looks like:

*Points of contact:*
Who should be cc'ed on this bug and kept informed of updates?


Then it's good to go live! \o/

Comment 9

[David Lawrence [:dkl]]

Done

To ssh://[e-mail]/webtools/bmo/bugzilla.git
   167c501..2cb6221  master -> master

Also updated default CC list for Marketing :: Email component.

New form should be live in next weeks code push.

dkl

Comment 10

[David Lawrence [:dkl]]

This change has been pushed to production.

dkl

Comment 11

[Jessilyn Davis]

Looks great! thanks dkl!