Helloworks should not send initial notification email

[alanna]

People still get both emails simultaneously, from OC and HelloWorks.

The normal flow should be:

• You get an email from Open Collective and click the link to HelloWorks
  

• HelloWorks asks you to confirm your email, you click on something like "Send verification"
  

• Click on the other email and actually start the flow
  

HelloWorks email should only be sent after clicking on the internal email

[Betree]

I looked into this quickly. It appears the regression was introduced in opencollective/opencollective-api#6956, it seems that using the delegated authentication is the only way to skip this email. I'll contact HelloWorks support to see what we can do.

[Betree]

A bit late, but I sent out this message to HelloWorks. Now waiting for their reply.

Hi,

We've been using HelloWorks for more than two years now, and we're pretty happy with it. So first, thanks for this excellent service!

The account we're using is linked to the email "----------" and runs under the "----------" plan.

We recently implemented a notification email for the form request because our users were confused by the invitation email from a third-party service they were unaware of. We're now facing an issue where they receive two emails simultaneously: one from us and one from HelloWorks.

There are two ways we could solve that:
Ideally, we would like to use the "Delegated authentication" feature (as described in https://www.hellosign.com/products/helloworks/pricing). Our code is ready to handle this, so enabling the feature on our account would 100% solve the problem on our side.
If not possible, we would like to have a parameter in the createInstance API method to prevent the default email from being sent. People would have to reverify their email through HelloWorks, but the communication would still be clearer.

Thank you in advance,
Benjamin

[Betree]

No reply from HelloWorks to this date. I'll send the message again.

[alanna]

@Betree this is still happening. Did we ever hear back?

[Betree]

We did, I forgot to update this thread cause the reply did not help much:

TLDR ; move to the "Standard plan".

Hello,

Thank you for reaching out. Taking a closer look at your team's account, it looks like you current plan level does not have access to delegated authentication.

Your current HelloWorks plan is the Essentials 100 plan. The minimum plan level required for delegated authentication is the Standard 1k plan. That said, access to delegated authentication will require an update from Essentials 100 to Standard 1k.

If you'd like more information on the Standard 1k plan, or if you'd like to move forward with upgrading, please let me know and I'll be happy to connect you with someone that can assist with that process.

Please feel free to let me know if you have any questions, I will keep an eye out for your reply.

Best,
HelloWorks Technical Support

Now something worth mentioning: in the last week, HelloWorks seems to have gone through a complete rebranding from HelloSign to Dropbox Sign.

The "Essentials" plan disappeared, but the standard plan moved from $100/m to $25/m (billed by user). I believe we're currently paying $20/m, so it might be a good time to migrate.

[alanna]

@alinamanko what plan are we on now?

[alinamanko]

@alanna we are on Essntials 100 - allowing us to send 100 forms per month. I checked our billing now - we paid $420 for the annual subscription (comes to $35 per month) back in July. Before migrating to a new plan I would just closely examine what is the monthly forms allowance. Given our past experience with them, I feel this would be a must.

Also, this is really difficult to access a clear outline of plans from their main page and to me, this is quite an annoyance. I think the above is not necessarily what would apply to HelloWorks.

[Betree]

I know we discussed the new HelloWorks Dropbox Forms plans in different channels and reached out to their support, did we get a reply from them? I'm particularly interested to know if we could fit under the "Standard" plan which I believe gives acces to the feature that would resolve this.

[Betree]

Since we moved to a higher plan, I'm gonna try and give delegated authentication another shot

[Betree]

Since we moved to a higher plan, I'm gonna try and give delegated authentication another shot

It didn't work:

Failed to initialize tax form for account _____ Please contact HelloSign to upgrade to advanced features

Quite frustrating since we're now paying an expensive price for the service. I'm going to rollback opencollective/opencollective-api#8483 and contact their support.

[Betree]

This will be resolved by #7216. To share some context, here's the reply I got from Dropbox Forms at the time. TLDR ; Pay $10K+/year if you don't want us to send the email.