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📜 Trigger survey-email to teacher #3995
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@noelgolding Hi Noel, it was you how was volunteering last Tuesday for helping our with this issue right? What do you need from me to get this moved forward? Note I have created just 1 survey in Mailchimp and no invitation email or jourbney yet (need to figure out how, but dont expect this to be too difficult) |
@Felienne is there a reason why I cant assign myself (and Noel) to this issue? |
Yes, you have to be members of the org first! I will invite you tomorrow
… is there a reason why I cant
assign myself (and Noel) to this issue?
|
You will need to create an email template with the survey link, or embedded survey. I don't think you will need to create a journey or welcome email for this survey. I will create a new campaign via the mailchimp api, each time the survey is to be sent to a new group I will need the mailchimp api credentials and email template id. we can sync up on those items outside of this conversation. @Felienne we may need to update the db schema to either have a join table or new field to identify the users we have already sent a survey to so we don't spam them. |
I have assigned you now @woutccc! (Noel was already there) |
Hi @noelgolding! Firstly, I am not 100% sure the schema is up to date (maybe @jpelay can chip in?). But I think based on the information we have, we can do something for scenarios 2 and 3: We can look at the class, fetch all students in the class, and then fetch their programs and see if the students reached a certain level (and for performance reasons, we can store that max_level on the class so we don't have to do that expensive query multiple times). The question is what "reaching level 3" means. One student? All students? The majority of students? But that is a definition question and not a technical limitation. I am inclined to say something like 80%? Similarly for TEACHER_DropOut_3, the question is what it means to "follow for a whole year". Some schools might just have , say, 8 weeks for programming courses and might fill them with Hedy entirely. Is that a drop out or not? They might plan to do the same next year. So maybe for scenario 3 we want something like more than a year of no activity? That means that they did not start at the same time (But for now, I think we can do these manually and should focus first on 1 and 2). Hope this helps! |
would we want to limit scenarios 2 and 3 to teachers with just 1 class? or do we want to find any class that matches the criteria? |
Maybe all classes? Like this: TEACHER_DropOut_2: Account created, created one or more class but stopped (-> no activity for 2 weeks in any class before having any student in any class reach level 3)? |
But of course we can also take it "gradual" and first start to find teachers with 1 class! that stopped. |
It most certainly isn't! It's fairly outdated by this point. For scenario 2, as you say, it depends on the amount of students who reached level 3! Which we can of course do looking at their programs, or also look at their quiz scores right? Like we do for 'Highest level reached' in the view class |
@Felienne @noelgolding we might want to start off with only the first 2 "dropout groups". With the 2nd one like Felienne stated: "Account created, created one or more class but stopped (-> no activity for 2 weeks in any class before having any student in any class reach level 3)". Ultimately we want to have more insight in We can adjust the trigger parameters along the way, when/if the survey insights point us into other directions... |
Other question, before I set up the email(s) in Mailchimp: should I translate survey (and email) into Dutch first? |
Yes lovely idea to just start with a simple scenario! Let's discuss tonight who will pick this up! |
I would say: let's do the simplest thing first: less than x% (50?) have reached level 3. Later we can also take other things into account. |
That would be lovely! We have a large part of Dutch teachers in the database. |
I think it is clear now that @noelgolding will not come back to pick this up, this would fit with the community management tasks of @hasan-sh (but no rush!) |
This issue has pivoted into something quite different. The goal for now is to have flows that target Dutch teachers in the following scenarios:
This will be achieved by adding tags to the subscribed users of Hedy when an event occurs (e.g. they created a class) and then using Mailchimp journeys to send out emails at the right time. |
This PR adds the following functionality: - when a user, who is subscribed to the newsletter, changes their country, the change is reflected in the Mailchimp subscriber profile. - when a user creates or customizes a class, a corresponding tag is added to their Mailchimp subscriber profile. Fixes partially #3995 **How to test** Ensure you have access to the Mailchimp account of Hedy. - Create a new teacher account and subscribe to the newsletter. Check that the Mailchimp subscriber has the tags 'teacher' and the country you selected. - Create a class and do not customize it. Check that the Mailchimp subscriber has a 'created_class' tag. - Customize the class and check that the Mailchimp subscriber has a new tag: 'customized_class' - Go to the profile page of the teacher and change their country. Check that the Mailchimp subscriber has the country tag updated accordingly. The old country, if any, should be removed and the new country, if any, should be added. - Go to the profile page of the teacher and change their email. Check that there is a Mailchimp subscriber with the new email address and that all tags from the old subscriber are present. Check that the old Mailchimp subscriber is archived. Note that currently you cannot subscribe to the newsletter after you signed up. So you cannot check if a teacher with existing customized classes gets the right tags when they subscribed. To consider: All functions for managing subscriptions are blocking but we do not need their output to continue with the response and the calls to Mailchimp are not retried. Is it worth investing in these for this feature?
TEACHER_DropOut_1: Account created but never created a class.
Trigger: date of account creation + 14 days (of inactivity)
TEACHER_DropOut_2: Account created, created a class but stopped (no activity for 2 weeks) before reaching level 3. Trigger: date of reaching level 3 + 21 days (of inactivity)
TEACHER_DropOut_3: Account created, created a class, followed through for a full school year and then stopped
Trigger: date of ending course with class + 90 days (of inactivity)
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