Public Backlog

v 6.6 Release date: 11 May, 2022

Event Anniversary Emails

1) Create a new Settings section on a module settings page

Called “Follow Up Emails” which includes the option:

  • Enable Follow-Up Emails (checkbox) - preset to ‘true’ for Events module

Show section only if “Module” > “Advanced Settings” > “Enable bookings” is true.

2) Create a new tab "DEFAULT FOLLOW-UP EMAILS" on a module edit page

Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true

Content:

  • List of default follow-up emails
  • ability to add new default follow-up email
  • ability to edit and delete default follow up email

DESIGN:
https://projects.invisionapp.com/share/JA10JVKP2K78#/screens/447175909

Add ‘Date Field’ column after ‘Delivery Type’

  • Show field display name if field exists
  • Show saved field alias if field doesn't exist any more (but alias is saved for a follow-up)

3) Create a new tab "CUSTOM FOLLOW-UP EMAILS" on a module item edit page

  • Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true.

Content

  • “Send only custom follow-up emails” (checkbox)
    • When enabled, allow to add/edit/delete custom follow-up emails
      • List of custom follow-up emails
      • ability to add new custom follow-up email
      • ability to edit and delete custom follow up email

DESIGN:
https://projects.invisionapp.com/share/JA10JVKP2K78#/screens/447175909

  • Set title Delivery Time instead Delivery Date
  • Add Date Field column after Delivery Type
    • Show field display name if field exists
    • Show saved field alias if field doesn't exist any more (but alias is saved for a follow-up)

4) Change “Email Notification” -> “Workflow emails” page

Rename default admin menu item name from “Workflow Emails” to “Emails” and EntityAlias from ‘WorkflowEmails’ to ‘Emails’

In custom admin menus, find menu item with alias ‘WorkflowEmails’ and rename to ‘Emails’

Add tabs:

  • Workflow Emails
    • Place existing listing and “add workflow emails” logic here
  • Follow-Up Emails
    • Add listing and add/edit/delete Follow-up emails logic here
    • Show tab only if site plan is BUSINESS or higher

Set following restrictions based on site plan

  • Show ‘Email Notification’ -> ‘Emails’ page starting from BUSINESS plan
    • Show ‘Workflow Emails’ tab starting from PRO plan
    • Show ‘Follow-Up Emails’ tab starting from BUSINESS plan

5) Create/edit follow up email logic

  • Select one of the already created follow-up emails or create a new one (like it works on workflows - https://prnt.sc/TyNsogEjZwIa)
  • Choose the trigger date field
    • Release Date
    • Expiry Date
    • Event Date Start
      • show if the module has ‘Advanced Settings’ -> ‘Enable Booking’ = true
    • Event Date End
      • show if the module has ‘Advanced Settings’ -> ‘Enable Booking’ = true
    • all custom properties with type datetime
  • Choose a time shift for the chosen trigger date field: https://prnt.sc/nKOv35KSrxTw
    • Delivery Time (numeric)
    • Delivery Type (dropdown)
      • Days After
      • Days Before
      • Hours After
      • Hours Before
    • Date Field (dropdown) - list of module item date fields
      • system fields:
        • Release Date
        • Expiration Date
        • Event Date Start
        • Event Date End
      • custom fields (display name is the name of the custom field)
    • on edit
      • do not allow to save follow-up if Date Field is empty (only set field to be empty if the saved alias belongs to the date field that doesn't exist anymore)

6) Follow-Up Email sending logic

If the module has’Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true

  • Schedule sending follow-up emails for each module item (for each subscriber to this module item) based on the selected date field:
    • For module items that have ‘Send only custom follow-up emails’ = true
      • send only custom follow-up emails
        • if there are no custom follow-up emails in the list - no email will be sent for this module item
    • For module items that have ‘Send only custom follow-up emails’ = false
      • send only default follow-up emails

7) Email liquid

‘this’ object should contain the following properties:

  • item
    • object that contains same fields as item from component type module (including event fields)
  • member
    • module item subscriber

8) Site Plan Restrictions

Allow view and use of ‘Follow Up Emails’ on module settings if site plan is PRO or higher

Hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view if site plan is lower than BUSINESS

If site's plan is ESSENTIAL

  • disallow sending followup emails
  • if plan will be restored to BUSINESS or higher all follow-up emails that wasn't sent while site plan was ESSENTIAL should NOT be sent after plan upgrade

9) Admin User Role permissions

Ability to enable/disable Default and custom followup emails should be managed by ‘Can Edit Basic Module Settings’ module's restriction

Add following admin user role permissions:

  • Emails
    • Can View
      • if disabled; hide 'Email Notifications' -> 'Emails' menu item and do not allow to open 'Email Notifications' -> 'Emails' page
  • Follow-ups
    • Can View
      • if disabled; hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view
    • Can Add
    • Can Edit
    • Can Delete
      • these 3 restriction above should allow to view ‘add’, ‘edit’ and ‘delete’ buttons on DEFAULT and CUSTOM follow-ups pages
  • Follow-up Emails
    • Can View
      • allows to see ‘Follow-up Emails’ tab on mail ‘Notifications’ -> ‘Emails’ page
    • Can Add
      • allows to show ‘add’ button on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)
      • allows to show ‘Add new follow-up email’ button on create follow-up form
    • Can Edit
    • Can Delete
      • these 2 restriction above should allow to view ‘edit’ and ‘delete’ buttons on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)

On create new admin user role

  • set all permissions above to true by default

For all existed admin user roles

  • All permissions above should be false
  • On update from v6.5 to v6.6
  • Add to all existing admin user roles following permissions with preset value
    • ‘Emails’ -> ‘Can View’ with value TRUE if
      • current user role permission has ‘Workflow Emails’ -> ‘Can View’ == true

10) Duplicating module item logic

Duplicate ‘Send only custom follow-up emails’ checkbox when duplicating the module item

Duplicate ‘Custom follow-ups’  when duplicating the module item

11) Duplicating module logic

Duplicate ‘Enable Default Follow-Up Emails’ AND ‘Enable Custom Follow-Up Emails’ settings

Duplicate ‘Default follow-ups’  when duplicating the module

12) Import/Export of module items

Add ‘Send only custom follow-up emails’ checkbox to import/export process

‘Follow-ups’ should NOT be added to module item import/export process

13)  Import/Export of module logic

Add ‘Enable Default Follow-Up Emails’ AND ‘Enable Custom Follow-Up Emails’ checkboxes to module import/export process

Do NOT add ‘Default follow-ups’  to export file