Closed Bug 862842 Opened 11 years ago Closed 11 years ago

Integrate sign-up process for mozilla.org/contribute and webmaker.org/teach

Categories

(Webmaker Graveyard :: General, defect)

x86
macOS
defect
Not set
critical

Tracking

(Not tracked)

RESOLVED FIXED

People

(Reporter: matt, Assigned: jon)

References

Details

(Whiteboard: s=20130729 p=1 [mentor])

Attachments

(2 files, 2 obsolete files)

* when users sign up on the "Get Involved" page and select "Education" from the drop down list
http://www.mozilla.org/en-US/contribute/
* we would like to capture these users in our BSD mentor segment, the same way we do through the sign-up process here: 
https://webmaker.org/teach/
* we need to integrate these two things so that the process is more seamless for users
Depending on how you'd like to integrate this, bug 689369 could be relevant -- it's about making the Get Involved form dynamic depending on the area of interest selection.

For example, if you selected Education from the drop-down, there could be a checkbox that asked if people wanted to receive Mozilla Webmaker mentor updates.
* that sounds great, thanks David
* @ Ross: what do you think? should we add this requirement to that ticket?
Assignee: nobody → ross
That's probably a good way to approach things - however while that bug does indeed exist it's over a year old - David, do you believe that adding additional requirements to it would start it getting any attention again? Did Casey get anywhere with it?

Matt - would want the form there to send data through to the same form as we have on /teach/?

Also this bug should be filed against www.mozilla.org/Pages & Content for them to look over (and potentially do before anyone here has time).
@Ross:
* would we want the form there to send data through to the same form as we have on /teach/?
Component: Community → Pages & Content
Product: Webmaker → www.mozilla.org
Yes - that's the one
@Ross:
* sorry -- answer is YES, we want the form there to send data through to the same form as we currently have on webmaker.org/teach
(In reply to Ross Bruniges [:boozeniges] from comment #3)
> That's probably a good way to approach things - however while that bug does
> indeed exist it's over a year old - David, do you believe that adding
> additional requirements to it would start it getting any attention again?
> Did Casey get anywhere with it?

Yes, that's an older bug.  It hasn't been a big priority for any group yet, so adding your requirements there could help restart the discussion.
@ Ross: any ideas on how we might move forward?
Un-assigning from myself so that it's a bit more visible
Assignee: ross → nobody
Hi David, Ross, and Matt-

The mozilla.org team is pretty focused on Fx OS launch work this quarter, so I'd imagine it would be fastest if Ross or someone else on your team could do the work.

I definitely second David's suggestion that sending personal information to the webmaker team should include asking the user for an opt-in to share their information.

I'm moving this back to the webmaker product and out of the mozilla.org queue in hopes the Foundation team can tackle it soon.

Best,
Jen
Component: Pages & Content → Community
Product: www.mozilla.org → Webmaker
* Ok, thanks Jen
* This impacts our ability to properly manage sign-ups, which is important
* Hoping someone on Webmaker team can propose a fix, hack or timeline for fixing this bug?
I'll see what I can do about this...
Assignee: nobody → jon
Status: NEW → ASSIGNED
Any status updates on this one?
Assignee: jon → jon
* Hey Jbuck! Now that the smoke has cleared a bit from launch... any chance you could give this a look-see?
* Going to up-level this one -- this has been a sore thumb for a long time. And it's costing us contributors. 
 
* @Jbuck or Brett: can you offer any advice on how Michelle and I should steer here? Any friendly advice much appreciated.
 
* Here's what's needed:

** when users sign up on the mozilla.org "Get Involved" page and select "Education" from the drop down list here: http://www.mozilla.org/en-US/contribute/
** we would like to capture these users in our Blue State Digital mailing list. Sign up for that is here: https://sendto.mozilla.org/page/s/mentor-signup

* Our question is: how do we do the integration work required to make that happen?
Severity: normal → major
pmac sez:
jbuck: you could possibly have the view do an HTTP post with some info to that form from the server.
Relevant code: https://github.com/mozilla/bedrock/blob/master/bedrock/mozorg/views.py#L42
Docs for installing/running bedrock locally: bedrock.rtfd.org
* Obi Wan I mean jbuck: any news on this front? :)
To make sure this is email opt-in compliant: 
The subscriber should only be subscribed to about:mozilla and the webmaker list IF they check the box to receive emails.  If they don't check that box, they didn't opt-in and they can't be emailed.
@ Jessilyn: yes, agreed. That's our understanding as well.
Just a ping to this thread to see if we can up-level it? Recent data from the "Get Involved" page shows that the number 1 topic users express interest in is Education. So we need to make this sign-up compatible before we lose too many people.

https://davidwboswell.wordpress.com/2013/04/19/looking-into-stats-about-getting-involved-with-mozilla/

:jbuck: what info would you need from us to resolve this bug? Happy to help!
* Elevating to critical because it involves hundreds  contributors
Severity: major → critical
* sorry for typo. meant to say: "Elevating to critical because it involves hundreds of lost sign-ups and contributors each week."
Whiteboard: s=2013w29
Whiteboard: s=2013w29 → s=2013w29 p=1
* How goes the battle on this one?
Whiteboard: s=2013w29 p=1 → s=2013w29 p=1 [mentor]
Officer, I confess I committed python tonight.

:openmatt, :thornet - Can you think of better wording for the Mentor checkbox? It sounds kind of awkward: http://dl.dropbox.com/u/4403845/Screenshots/8j.png
Attachment #777561 - Flags: review?(pmac)
Attachment #777561 - Flags: feedback?(michelle)
Attachment #777561 - Flags: feedback?(matt)
(In reply to Jon Buckley [:jbuck] from comment #24)
"I'd like to receive notices on what the Mozilla Webmaker Mentors are up to"?
"I'd like to get notices as a Mozilla Webmaker Mentor"

um....Matt is on vacay until July 29th – he'd be good at the wording. 

In the meantime, can we not let this be a blocker?
:jbuck: Thanks! Is it possible to collapse the last two checkboxes into one? 

"I'd like to receive regular updates about Mozilla and the Webmaker Mentor program by email."
Agreed; the original request was "when people select education, please consider them to be signing up for the mentor program." We shouldn't have a separate checkbox, it should just be how we classify people who've selected that type of contribution from the drop-down.
1 checkbox = awesome. I don't think you have to change the wording for it either. 

"I’d like to receive regular contribution news by email"  works great and is vague enough to accommodate any Mozilla email - including the Webmaker piece.  

I do recommend that they get a welcome email about the Webmaker Mentor program (they'll already get one from about:mozilla as soon as they submit the form) - so that they know what newsletters they just signed up for and how to unsubscribe if they don't want that info.
Attachment #777561 - Flags: review?(pmac)
Attachment #777561 - Flags: feedback?(michelle)
Attachment #777561 - Flags: feedback?(matt)
Whiteboard: s=2013w29 p=1 [mentor] → s=20130722 p=1 [mentor]
Comment on attachment 777561 [details] [review]
https://github.com/mozilla/bedrock/pull/1086

Alright, simplified this patch back down to one checkbox, and added a test.
Attachment #777561 - Flags: review?(pmac)
Commit pushed to master at https://github.com/mozilla/bedrock

https://github.com/mozilla/bedrock/commit/2fbdfa6f3364a85aa71b7aa785b69daca635e9aa
Fix bug 862842 - Add Webmaker Mentor list signup to /contribute

When users sign up on https://mozilla.org/contribute and select "Education"
from the drop down list, an additional checkbox to sign up for the Webmaker
Mentor mailing list should appear.
Status: ASSIGNED → RESOLVED
Closed: 11 years ago
Resolution: --- → FIXED
This needs to be QA'ed before it goes live. Adding Steven to pull in some QA help.

jbuck - where can this be tested?  (And do you have access to see if/how the person got added to Blue State Digital after checking both check boxes?)
Flags: needinfo?(jon)
:pmac says it's live on https://www-dev.allizom.org/en-US/contribute/ now.

I do have access to the backend, so if you give me an email address that I can search for, then I can verify that it got added successfully.
Flags: needinfo?(jon)
Also, I just realized that I totally forgot to update my commit message there, there is no additional checkbox, it's just the privacy policy and newsletter checkboxes.
Attached file Education_Autoresponder.rtf (obsolete) —
Testing it now.

One thing that needs to be changed to provide better clarity before this goes live - the Education Autoresponder needs to say that they will get Webmaker email updates (not an ask to signup).

See attached file for current auto-responder content.

Who can update this?
I think I can just update https://github.com/mozilla/bedrock/blob/master/bedrock/mozorg/templates/mozorg/emails/education.txt .
Status: RESOLVED → REOPENED
Resolution: FIXED → ---
(In reply to Jon Buckley [:jbuck] from comment #35)
> I think I can just update
> https://github.com/mozilla/bedrock/blob/master/bedrock/mozorg/templates/
> mozorg/emails/education.txt .

If this file is new or modified, we'll need to make sure our locales are aware of the changes.

+flod who is managing that.
:jbuck awesome! 

We updated the autoresponder text to reflect some changes to the site. latest version here, if we could get this to be the updated response: 

https://teach.etherpad.mozilla.org/mentor-autoresponder
Also, can we update the autoresponder sender + reply email address to: makerparty@mozilla.org
:jdavis - turns out that this code has not been deployed to www-dev yet, the autoupdate cron job was failing. Marking that bug as a dependency.

:kinger - I think the newsletter subscription is en-only, if I visit https://www-dev.allizom.org/de/contribute/ then I don't see the checkbox for the newsletter.
Depends on: 894189
+Stacy Martin to review the opt-in text.

Let's not push this live until we have her review/sign-off.

Stacy - please let me know if you want to meet to discuss this one.  Thanks!
Flags: needinfo?(smartin)
:jbuck is correct that the newsletter checkbox only shows on the english page. So we shouldn't need to modify the text in the email templates for any other locales.
Hey! Before this goes live 2 things have to happen:

1) Stacy needs to okay from Privacy that 1 checkbox is okay for 2 email subscriptions (in different systems)

2) Proper testing has to happen on dev before it goes live to make sure that the signup form works properly (person is subscribed to both about mozilla (Exact Target) and Webmaker (Blue State Digital) IF they check the box to receive emails. If they sign up and don't check the box - they don't get the message.)

In regards to 2 the Auto responder email should say that they will be subscribed to the webmaker list if they checked the box to receive emails. Otherwise, they could/should go to x place to subscribe to those updates (like it says in the original autoresponder).

Please let me know if you have any questions.
Commit pushed to master at https://github.com/mozilla/bedrock

https://github.com/mozilla/bedrock/commit/e531a26ef8d5fbe946cf468257fedebc2a4de595
Revert "bug 862842 - Add Webmaker Mentor list signup to /contribute"

Further privacy review is required.

This reverts commit 2fbdfa6f3364a85aa71b7aa785b69daca635e9aa.
(In reply to Jessilyn Davis from comment #42)
> 2) Proper testing has to happen on dev before it goes live to make sure that
> the signup form works properly (person is subscribed to both about mozilla
> (Exact Target) and Webmaker (Blue State Digital) IF they check the box to
> receive emails. If they sign up and don't check the box - they don't get the
> message.)

For testing, I'd also add that this change should be checked to confirm that it doesn't change the subscription behavior of the other functional areas on the English version of the form.
Flags: needinfo?(smartin)
Hi all - My understanding is that this is just for the "Education" category on the contribute page, and is being done because both newsletters make sense for that role (the about mozilla newsletter and the webmaker newsletter).  From a privacy perspective, I think it's fine to combine them in one email checkbox, and offer separate opt-outs going forward.  I will take a quick look at the wording that you've settled on and make sure that seems clear.  I'd also like Jishnu to take a quick look to make sure there aren't any legal issues, beyond privacy.
Flags: needinfo?(jmenon)
OK, it looks like you settled on "I'd like to receive regular contribution news by email."  I'd like Jishnu to comment on whether that's specific enough from a legal standpoint.
New patch including the previous one and updated email autoresponder.
Attachment #777561 - Attachment is obsolete: true
Attachment #779430 - Attachment is obsolete: true
Attachment #777561 - Flags: review?(pmac)
Attachment #780025 - Flags: review?(pmac)
Sweet - last pieces for this to go live:

1) Get go/no-go from Jishnu on the checkbox


2) Test these scenarios:

2.1) Signup for "education" area and check box to receive email.
* Get "education" auto-responder message that says you have been subscribed to the Webmaker email list program
* Make sure your email goes into Exact Target - you'll get the About:Mozilla welcome email if you do
* Make sure your email goes into BSD - check with Jon to make sure this happened.
* Get Webmaker newsletter welcome from Blue State Digital (**if Webmaker Team sets this up - optional - but recommended)


2.2) Signup for "education" area and DO NOT check box to receive email.
* Get "education" auto-responder message that prompts you to sign up for webmaker program.
* DO NOT get About:Mozilla welcome email (and you should not be in ET)
* DO NOT get added to BSD


2.3) Sign up for "Marketing" area and DO check the box to receive email.
* Make sure your email goes into Exact Target - you'll get the About:Mozilla welcome email if you're added to ET
* Make sure your email DOES NOT go into BSD - check with Jon to verify.
Hi Jessilyn,

I need two things:

1. Please confirm that the emails you'll send for webmaker fall into this description (e.g. they aren't more than this): I’d like to receive regular contribution news by email. 

All these newsletters need to be related to contributions to Mozilla (as opposed to product marketing, etc.). 

2. For the opt out - there should be a way for users to opt out from both emails at once - does this exist?

Thanks
Jishnu
Flags: needinfo?(jmenon)
(In reply to Jishnu Menon from comment #49)

> 1. Please confirm that the emails you'll send for webmaker fall into this
> description (e.g. they aren't more than this): I’d like to receive regular
> contribution news by email. 
> 
> All these newsletters need to be related to contributions to Mozilla (as
> opposed to product marketing, etc.). 

Someone from the Webmaker email program will need to answer this - Matt?

> 
> 2. For the opt out - there should be a way for users to opt out from both
> emails at once - does this exist?

When they are subscribed to about:mozilla (Exact Target) - they will get a welcome email right away with links to unsubscribe from any/all newsletters in Exact Target (not Blue State Digital). 

For the Webmaker newsletter (Blue State Digital) - I assume they won't have the ability to unsubscribe from that communication until the first email is sent. I recommend that a welcome email is sent soon after they sign up (in addition to the about:mozilla welcome) - so that the subscriber knows exactly what they just signed up for - and how to unsubscribe if they'd like. 

> 
> Thanks
> Jishnu
Flags: needinfo?(matt)
Please check out the example About Mozilla Newsletter.

Can someone attach a sample Webmaker email newsletter?
Hi Jess - what if someone went to the "manage your subscriptions" page - is there any way to opt-out of both from there?  I know they are sent from two separate systems, but I wondered if there was any way to make that look seamless to the user, if someone wanted to opt-out to both at once? (since we are wanting to opt them in to both at once).
Thank you for attaching the sample newsletter! That was super helpful.  

I found this example of the first webmaker newsletter 
(http://openmatt.org/mozilla-webmakers-newsletter-march-2012/).  

I think both newsletters very clearly contain contribution opportunities.  I guess the question is whether we need to make it clear that they are a mix of news and contribution opportunities. The existing wording is:  "I’d like to receive regular contribution news by email."  

About mozilla states at the top "a weekly roundup of news and contribution opportunities".  Webmaker has a "Get Involved" section after each article.

Do we need to say "I’d like to receive regular news and contribution opportunities by email."  I think the second one is clearer, but the first one is shorter.  I'll confer to Jishnu and update this again today.
(In reply to Stacy Martin [:stacy] from comment #52)
> Hi Jess - what if someone went to the "manage your subscriptions" page - is
> there any way to opt-out of both from there?  I know they are sent from two
> separate systems, but I wondered if there was any way to make that look
> seamless to the user, if someone wanted to opt-out to both at once? (since
> we are wanting to opt them in to both at once).

We're exploring a solution to that very problem in a different email thread. Currently there are technical limitations with the email management infrastructure and linking 2 different email systems.
My only concern is that contribution opportunities sounds like a money ask - Jishnu and I suggest "I'd like to receive regular email updates about Mozilla and how to get involved."

We still need a unified unsub if we are going to unify the opt-in.
A unified unsubscribe is out of scope for a quick implementation - but I propose a different solution: 

For the "Education" module - the email checkbox should ONLY integrate with the webmaker program (not the about:mozilla newsletter in Exact Target). Since Education = Webmaker program, this makes the most sense.

Jishnu and Stacy - does this sound okay?

David Boswell and Winston are okay with this solution.
OK, so just one newsletter rather than two?  That should be fine.  That simplifies the opt-in/opt-out significantly.
+1 to the one newsletter solution. This is okay for the Webmaker team as well.
Excellent - last pieces for this to go live:

1) Change the signup form so that "Education" ONLY goes to BSD's webmaker program signup form. (NO about:mozilla in Exact Target)


2) Test these scenarios:

2.1) Signup for "education" area and check box to receive email.
* Get "education" auto-responder message that says you have been subscribed to the Webmaker email list program
* Make sure your email goes into BSD and is subscribed to the webmaker program - check with Jon to make sure this happened.
* Make sure your email DOES NOT go into Exact Target - you'll get the About:Mozilla welcome email if you do go into ET.


2.2) Signup for "education" area and DO NOT check box to receive email.
* Get "education" auto-responder message that prompts you to sign up for webmaker program.
* DO NOT get About:Mozilla welcome email (and you should not be in ET)
* DO NOT get added to BSD


2.3) Sign up for "Marketing" area and DO check the box to receive email.
* Make sure your email goes into Exact Target - you'll get the About:Mozilla welcome email if you're added to ET
* Make sure your email DOES NOT go into BSD - check with Jon to verify.
Flags: needinfo?(matt)
Whiteboard: s=20130722 p=1 [mentor] → s=20130729 p=1 [mentor]
Alright, updated the patch to reflect comment 59. I tested all 3 scenarios, and they work as expected. :pmac, r?
Commits pushed to master at https://github.com/mozilla/bedrock

https://github.com/mozilla/bedrock/commit/a3b9031b12b32b43aad060d831a18ea55982fa01
Bug 862842 - Update autoresponder email text & reply-to

https://github.com/mozilla/bedrock/commit/9662c9cf19889666ffd487df7e09854de0f6eff8
Bug 862842 - Add Webmaker Mentor list signup to /contribute

When users sign up on https://mozilla.org/contribute and select "Education"
from the drop down list they should be subscribed to the Webmaker Mentor
mailing list. If they select any other interest, they should be subscribed
to the about:mozilla mailing list.
* AMAZING! :)
* Michelle and/or Laura: could you do a final test to make sure this is behaving the way you want it? So that we can mark this baby resolved fixed?
Flags: needinfo?(michelle)
I just tested on: https://www-dev.allizom.org/contribute/

Errors found:

1) Sign up for marketing - no check box for email

Errors:
NO auto-responder triggered

Expected: 
For Auto responder to still fire.


2) Sign up for education - check box
got auto - am in ET 

Errors: 
Should NOT be in ET
Was not in BSD

Expected:
To NOT be in ET
To be in BSD


Jon's checking with pmac to see that dev got updated and will alert in this bug when it's ready to be tested where.
Attachment #780025 - Flags: review?(pmac) → review+
Just a ping to this bug whether we're ready to test this elsewhere as Jessilyn indicated earlier?
Flags: needinfo?
Alright, the dev instance is updated now and working from my limited testing if you'd like to verify it Michelle and Jessilyn
Status: REOPENED → RESOLVED
Closed: 11 years ago11 years ago
Flags: needinfo?(michelle)
Flags: needinfo?
Resolution: --- → FIXED
I tested it on https://www-dev.allizom.org/contribute/:

Expected:

* Receive an autoresponse

Actual:

* Nothing received 

It's been a few hours and I checked my folder. Not sure if the autorsponder is set up on the dev instance, but thought I'd flag.
Status: RESOLVED → REOPENED
Resolution: FIXED → ---
@ JBuck: do you have any advice for us on this one? Are you able to confirm whether this is working as expected? (Dying to mark this one resolved fixed! :)
2) Test these scenarios:

2.1) Signup for "education" area and check box to receive email.
* Got Education autoresponder message from bedrock, and the mentors mailing list autoresponder
* I was subscribed to the webmaker-mentors mailing list
* Did not receive the about:mozilla welcome newsletter


2.2) Signup for "education" area and DO NOT check box to receive email.
* Got Education autoresponder message from bedrock
* I was not subscribed to the webmaker-mentors mailing list
* Did not receive the about:mozilla welcome newsletter


2.3) Sign up for "Marketing" area and DO check the box to receive email.
* Got marketing autoresponder message from bedrock
* I was not subscribed to the webmaker-mentors mailing list
* I was subscribed to the about:mozilla mailing list

We're all good!
Status: REOPENED → RESOLVED
Closed: 11 years ago11 years ago
Resolution: --- → FIXED
Attachment mime type: text/plain → text/x-github-pull-request
Attachment mime type: text/plain → text/x-github-pull-request
Component: Community → General
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