You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Link each email address to page where user can manage MailChimp settings
Ideally, find some way to resubscribe users who have unsubscribed via API.
Donations
If user has recurring donation and its status is Open, show it. "Your donation is $10 monthly, and the next donation date is 2/4. Edit (send to current update page in the Stripe app) | Cancel (send to new cancel page in the Stripe app)
List all Pledged opportunities with their CloseDate value. Edit (send to current update page in the Stripe app) | Cancel (send to new cancel page in the Stripe app)
If user has never made a donation, give them a link to the donate page
If user has ever made a donation, show them a link to Your Donation History
Your Donation History
List all Failed opportunities (only those with Failed as their StageName value) by CloseDate. Edit (send to new page in the Stripe app)
List all Closed Won opportunities by CloseDate
Stripe app changes
Move recurring donation to Cancelled (Open-Ended Status field)
Move opportunity to Closed Lost (StageName field)
Resubmit failed opportunity. Change StageName to Pledged and update its CloseDate (this will send a receipt to the user when it processes, as normal)
Salesforce
Send email to user when they cancel a donation
Send email to user when a donation fails
The text was updated successfully, but these errors were encountered:
We need to do these things:
Account Settings
Donations
Pledged
opportunities with theirCloseDate
value. Edit (send to current update page in the Stripe app) | Cancel (send to new cancel page in the Stripe app)Your Donation History
Failed
opportunities (only those withFailed
as theirStageName
value) byCloseDate
. Edit (send to new page in the Stripe app)Closed Won
opportunities byCloseDate
Stripe app changes
Cancelled
(Open-Ended Status field)Closed Lost
(StageName
field)StageName
toPledged
and update itsCloseDate
(this will send a receipt to the user when it processes, as normal)Salesforce
The text was updated successfully, but these errors were encountered: