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boston city city-government civic-tech doit-boston gov government open-source smart-cities email-marketing

upaknee's Introduction

Basics

This repository is used to store project management documenatation for the City of Boston's newsletter / email marketing projects. We currently use Upaknee as our email marketing tool.

Documents about our overall email plans can be found in the wiki.

We also use the issues section to track feature requests and bug fixes with Upaknee.

upaknee's People

Watchers

upaknee's Issues

Content Type Movement Revisions

Make it easier to reposition content components once they have been "dropped into" the email. Right now, we need to click just to bump it up one step higher. While drag-and-drop would be ideal, any more intuitive/quicker solution would help.

Template: Change Default Colour Scheme

Remove Suspend Button

One further addition: The Suspend Button. Since Upaknee shoots out emails so fast, we're thinking that the Suspend button should either clarify what it does, or maybe not exist. We don't want folks to think they can effectively stop a campaign when, in truth, once it's out, it's pretty much unstoppable.

ETA: Monday August 21, 2017

Horizontal Line Spacing

Horizontal line is bumping into the contact information text.

https://newsletters.boston.gov/preferences?client_id=485642&list_id=4173779&sublist_id=437259&mailing_id=6739321&record_id=1&key=af51223706449ae26e987fe1fe56f4bf

Old Screenshot

Widget: Confirmation Status Logic

We have implemented within our form builder the ability to identify a New User/Pending User/Existing User which helps us resend confirmation emails or alert individuals to check for one vs. someone who is simply updating their subscriptions.

We will be investigating on our end if we have the possibility to transfer such logic for you to use via your in-house widget.

Remove Boxes

There are a lot of 1px light grey boxes around a lot of the components. Is there a way to remove them?

Inserting "Paste from Word" in Easy Editor

Fix Logo Padding

It appears in the template that we have a lot of padding and spacing between the logos. Please provide a new image for us to use within the template.

Preheader Fixes

Right now "preheader content" text field is buried under "Edit social media sharing options," but this is a prominent field we will consistently want to change when sending emails. Thus, we'd suggest surfacing it much higher in the hierarchy--maybe even moving it to the previous step, below where we author the subject line. In MailChimp, it is presented as a box above the email pane itself, making it a clear area to click in and edit.

No way to remove link

Still grooming

New Content Type: Custom CTA Button

You may already have this, but we would like the ability to create button in our style, in the same tool bar as other content types.

Folders list not updating on user permissions screen

When I try to edit permissions for a user (in this case [email protected] but it happens for all of them, the folder list doesn't match the existing list of folders. This means I can't manage access appropriately.

Template Fonts: Fall Back font for Heading & Body

We have designed this template to have a fall-back font as "Arial" in the case that Monsteraat and Lora can't be supported. It appears that something within the font-configurations resets the fall-back to Times New Roman when you alter the heading/body.

We are investigating this to ensure that if any case requires a change in the font-configuration, the fall back remains arial throughout the template design experience.

Campaign Creation Process : Clarify Steps

Add numbers to each step of the process of creating an email, as we've noticed you do on the phone, in order to make it feel more like a logical step-by-step and making it easier to troubleshoot (i.e. "I am on Step 2, in the subject line field.") Right now, the small blue/grayed out tabs don't obviously track to the steps.

Pull Field Styling from Bsoton.gov Style Library

The fields in the preference center don't pull from our pattern library.

https://newsletters.boston.gov/preferences?client_id=485642&list_id=4173779&sublist_id=437259&mailing_id=6739321&record_id=1&key=af51223706449ae26e987fe1fe56f4bf

Field:
https://www.boston.gov/crispus/components/detail/textbox--default.html

First/last same line:
https://www.boston.gov/crispus/components/detail/emergency_alerts.html

Button:
https://www.boston.gov/crispus/components/detail/button--default.html

Error Message:
https://www.boston.gov/crispus/components/detail/textbox--error.html

Preference Center Update

This makes tickets #2 #3 #4 and #7 obsolete so I'm closing them.

We erred in our assumptions around the preference center. We won't be building a larger communications and notifications hub for a while, so our general preference center needs to serve both non-authenticated and semi-authenticated subscribers.

Multiple User Revision

Make Multiple User warning more informative: rather than just say "Warning: Multiple Users", put in the full warning: "Multiple users editing at the same time will result in changes being lost." Potentially make this warning much larger as well.

ETA: Monday August 21, 2017

Additional Tracking - Google Analytics: Default ON

Default check the box next to "Use an Additional Tracking tool" for Google Analytics (we can't think of a time we wouldn't want this checked).

Removal of 3 content types in "Add Section" toolbar

As discussed on our Monday call, we would like to remove the following three content buttons from the "Add Section" toolbar:
-QR code
-PDF
-HTML code

Headers in Preference Center Should not be drawers

This may be me and Collin’s fault, but headers shouldn’t be drawers. So “My Subscription” “Popular” and “More Emails” should all be static heads with drawers inside them.

Current look:

Please pull them from the component library:
https://www.boston.gov/crispus/components/detail/drawers--default.html

Line break in template footer

The columning on the template footer seems a bit off, causing this weird line break.

Upload our own contacts and move them into active status

As we go through out initial set up, we're happy to be going through a manual set-up, sending you all our list information. In time, we'd prefer to be allowed to upload and update our lists directly (recognizing you'd need to impose some guardrails to that process.)

Dynamic footer

Currently, address information in the footer of an email is static across the organization.

A number of our editors have asked for that information to be custom to their department. Please create fields in the preference menu for

Address (plain text field)
Phone (plain text field)
Hours & Directions link (this is a place they can paste a url)

"Add Section" 3 columns button does not correspond with content type that appears

Right now, when a user presses the 3 columns button...

..a content type of 3 columns WITH PHOTOS is created.

There is not currently a 3 columns without photos option.

We would like to change the button to reflect that pictures will be included and, if possible, create a new "3 column without photos" content type and corresponding button.

This would basically be a 3 column version of what we already have for 2 columns, which works well.

Can't load pictures in two column content block

Added a content block that is two columns with photos. I can edit the text, but clicking on the photo doesn't bring up the photo editor.

Unify Preference Center Button Style

There are currently several button styles in the preference center. Please unify them, pulling from the pattern library. We have several colors that can be pulled:

https://www.boston.gov/crispus/components/detail/button--default.html

Social Follow Content Type

We'd like a special content type that departments can use to highlight their social channels.

Ideally, this would be a small series of icons they can customize by inputting links. I've attached screenshots of how Mailchimp does this, which is a good implementation.

This is doable with some current tools, but I'd like something with a bit tighter guardrails and that is a bit easier.

Content Entry Screen

How it looks in the email

Final Send Button: Change Colour

Right now, in the middle of the process of sending an email, there is a green “Schedule and Send” button. Green makes users think that this is the last step--that an email is going to go. We would suggesting making that button blue or gray, and making the actual, final “Send” button green.

ETA: Monday August 21, 2017

Cut and Copy don't appear as options in text editor

What happens now

When using the WYSIWYG text editor, the "cut" and "copy" options don't appear highlighted when a user right-clicks. I can train folks to ctrl+X, but the fact that the menu drops down with grayed out options is weird.

What should happen

The dropdown menu should either allow cutting, copying, and pasting, or the options should not appear. Ideally, they should appear.

Remove options from template

We're having users getting a bit too creative.

Can you remove:

Edit color scheme
Edit font configuration
Edit social media sharing options
Enter advanced editing mode

From the editor.

Can't swap out photos

Using the single photo content block, I can easily add a photo but once it's there I can't swap it out for a different one.

Preference Center Header

https://newsletters.boston.gov/preferences?client_id=485642&list_id=4173779&sublist_id=437259&mailing_id=6739321&record_id=1&key=af51223706449ae26e987fe1fe56f4bf

Something in the CSS is messing up the header. You can see there’s a 5 px spacing under the hamburger and the text (Public Notices, Pay and Apply, and Feedback) are all shrunk. Seems like you are pulling in the assets correctly (looks ok on newsletters.boston.gov) but something about the clickthrough messes it up.