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Open source the PoundPay email receipts for Balanced customers #135

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matin opened this Issue Sep 29, 2012 · 4 comments

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matin commented Sep 29, 2012

PoundPay had automated emails. They were pretty awesome because the Balanced/PoundPay team spent a lot of time on them, but some customers didn't like them because they interfered with their emails. Balanced does not include such emails which creates a bigger burden for someone integrating Balanced for the first time.

One proposed solution would be to open source the emails. They have been fully tested across different browsers and look great on iPhone/Android. This would give the developer the option to use the emails directly.

Here's a real example:
PoundPay email receipt

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jkwade Sep 29, 2012

I don't think the html/copy is really what marketplaces liked about PoundPay's emails -- many wanted to customize them. Rather, I think those that appreciated the emails on PoundPay liked the fact that they didn't have to write more code, or integrate another service (e.g. mailgun, sendgrid) to have useful emails sent: receipts --> buyers; invoices --> merchants.

Would bare bones receipt (sent to a buyer on each debit) and invoice (sent to a merchant on each credit) emails be useful to marketplaces using Balanced, to get them up and running quickly?

jkwade commented Sep 29, 2012

I don't think the html/copy is really what marketplaces liked about PoundPay's emails -- many wanted to customize them. Rather, I think those that appreciated the emails on PoundPay liked the fact that they didn't have to write more code, or integrate another service (e.g. mailgun, sendgrid) to have useful emails sent: receipts --> buyers; invoices --> merchants.

Would bare bones receipt (sent to a buyer on each debit) and invoice (sent to a merchant on each credit) emails be useful to marketplaces using Balanced, to get them up and running quickly?

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aagrawal2001 Sep 29, 2012

I think the barebones emails would absolutely be the path of least resistance and will cut down development work to a minimum. There must be some options here to turn on or off emails to buyers/sellers (via the marketplace's dashboard) - the feature should not be implemented without these options. I think you had this functionality in PoundPay, but it wasn't exposed to the developers.

As the marketplace matures, however, it will want to customize these. The main thing for us is we want to show the breakdown of the receipts and invoices to each party. Since Balanced is a totally white labelled solution, this is the "correct" way to go and open sourcing the emails is definitely the right choice for the longer term. It just results in more development effort upfront, so having a quick and easy solution to start off with would be helpful.

For us, the painful part is writing the email templates, not so much integrating an email service because we already have that in place for other types of email notifications.

aagrawal2001 commented Sep 29, 2012

I think the barebones emails would absolutely be the path of least resistance and will cut down development work to a minimum. There must be some options here to turn on or off emails to buyers/sellers (via the marketplace's dashboard) - the feature should not be implemented without these options. I think you had this functionality in PoundPay, but it wasn't exposed to the developers.

As the marketplace matures, however, it will want to customize these. The main thing for us is we want to show the breakdown of the receipts and invoices to each party. Since Balanced is a totally white labelled solution, this is the "correct" way to go and open sourcing the emails is definitely the right choice for the longer term. It just results in more development effort upfront, so having a quick and easy solution to start off with would be helpful.

For us, the painful part is writing the email templates, not so much integrating an email service because we already have that in place for other types of email notifications.

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SecurityForUs Sep 30, 2012

One simple way to do it is to sort of incorporate dust.js (or similar) for template-based invoicing and such. Right now I just send a generic e-mail w/ some information to please finances.

SecurityForUs commented Sep 30, 2012

One simple way to do it is to sort of incorporate dust.js (or similar) for template-based invoicing and such. Right now I just send a generic e-mail w/ some information to please finances.

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matin Oct 2, 2012

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hey @aagrawal2001, here's a direct open sourcing of the templates:
https://github.com/PoundPay/poundpay-emails

It's in Python/mako, but let me know how it works for you.

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matin commented Oct 2, 2012

hey @aagrawal2001, here's a direct open sourcing of the templates:
https://github.com/PoundPay/poundpay-emails

It's in Python/mako, but let me know how it works for you.

@matin matin closed this Oct 17, 2012

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