Update user profile on Donation Made

[divine-comedian]

When a user makes a donation on Giveth we should track that user and add them to Ortto - since it not only sends emails but acts as a CDP, allowing us to make future campaigns or communications with them.

However as part of #1239 we no longer send emails to the users for every donation they make. So we will need to use another type of API call to add them into our CDP on Ortto.

To do this we need to call this API when a user makes a donation: https://help.ortto.com/a-257-create-or-update-one-or-more-people-merge

This needs to get the following info of the donor

• Email
• First Name
• Last Name
• totalDonated
• userId
• donationsCount
• date of donation
• donation chain
• GIVbacks round donated in (if donation was eligible)
• QF round donated in (if donation was eligible)

From there we should set the following in the API call:

add these value to the person fields: (I've included their associated ID)

• Email str::email
• First Name str::first
• Last Name str::last
• User ID
• totalDonated int:cm:total-donations-value
• donationsCount int:cm:number-of-donations
• lastDonationDate dtz:cm:lastdonationdate

add these tags to the person in the same call:

• GIVbacks <roundNumber>
• QF Donor <roundName>
• Donated on <chainName>

merge and find strategy can be left as default and don't need to be defined I think

[divine-comedian]

Add in a tag to know if they have ever donated on a particular chain

[divine-comedian]

example of attritbutes looks like this:

"attributes": {
                "dtz:cm:date-of-donation": {
                    "year": 2024,
                    "month": 2,
                    "day": 18,
                    "timezone": "UTC"
                },
                "int:cm:donations-count-": 1708255883,
                "int:cm:total-donated-usd": 1708255883,
                "str:cm:email": "example string value",
                "str:cm:firstname": "example string value",
                "str:cm:lastname": "example string value",
                "str:cm:projecttitle": "example string value",
                "str:cm:userid": "example string value"
            },

[maryjaf]

How can I test this issue? @RamRamez

[RamRamez]

How can I test this issue? @RamRamez

We don't have a separate environment for staging on Ortto so if we test it on staging, the real users on Ortto will be affected.

[divine-comedian]

How can I test this issue? @RamRamez

We don't have a separate environment for staging on Ortto so if we test it on staging, the real users on Ortto will be affected.

We'll make the fix as we suggested Ramin - so we won't send the userId on staging. it will fallback to using email and should be testable then - please update here when its been changed and can be tested.

[RamRamez]

How can I test this issue? @RamRamez

We don't have a separate environment for staging on Ortto so if we test it on staging, the real users on Ortto will be affected.

We'll make the fix as we suggested Ramin - so we won't send the userId on staging. it will fallback to using email and should be testable then - please update here when its been changed and can be tested.

Done! @maryjaf You can start testing.

@divine-comedian can you please create an Ortto account for Maryam to test these issues?

[jainkrati]

@maryjaf pls close the issue once you have tested

[maryjaf]

@divine-comedian can you please create an Ortto account for Maryam to test these issues?

Please let me know whenever Ortto account will be create.

[divine-comedian]

@divine-comedian can you please create an Ortto account for Maryam to test these issues?

Please let me know whenever Ortto account will be create.

Sent - will follow up with you in DMs

[maryjaf]

1- If a user has more than 1 project, the last project that has been created by user is shownin this field is this a expected result?

[maryjaf]

2- I couldn't see these fiels in below link : -donation chain -GIVbacks round donated in (if donation was eligible) -QF round donated in (if donation was eligible)

https://ortto.app/ap2-giveth/cdp/people/0065d6435dd6b39392339500/activities?from=cdp-filter&key=people-all-

3- and User ID would be set only on production? because for this user, user ID hasn't been set https://ortto.app/ap2-giveth/cdp/people/0065d6435dd6b39392339500/activities?from=cdp-filter&key=people-all-nela

@RamRamez

[maryjaf]

4- recurring donation also should be shown in this list? @RamRamez @divine-comedian

[RamRamez]

If a user has more than 1 project, the last project that has been created by user is shownin this field is this a expected result?

I don't know how ProjectTitle is being updated. Maybe @divine-comedian has an idea. However "ProjectTitle" is not related to this issue.

[maryjaf]

However "ProjectTitle" is not related to this issue.

Yeah but i didn't find an issue related to this field on user profile issue also there isn't this field

[RamRamez]

4- recurring donation also should be shown in this list? @RamRamez @divine-comedian

I talked with @mohammadranjbarz and when we develop verifying recurring donations, we'll update Ortto too (only those three fields).

[RamRamez]

2- I couldn't see these fiels in below link : -donation chain -GIVbacks round donated in (if donation was eligible) -QF round donated in (if donation was eligible)

https://ortto.app/ap2-giveth/cdp/people/0065d6435dd6b39392339500/activities?from=cdp-filter&key=people-all-

3- and User ID would be set only on production? because for this user, user ID hasn't been set https://ortto.app/ap2-giveth/cdp/people/0065d6435dd6b39392339500/activities?from=cdp-filter&key=people-all-nela

@RamRamez

2. Donation chain and Givbacks round are updated in the Tags section. I think there's a bug with QFRound, I'll take a look.

3. User ID is not updated. On Staging Ortto users may not have User ID assigned but in production all users must have.

[divine-comedian]

1- If a user has more than 1 project, the last project that has been created by user is shownin this field is this a expected result?

It was an error in the setting I made related to project created - it should be fixed now

[maryjaf]

• Donation chain and Givbacks round are updated in the Tags section. I think there's a bug with QFRound, I'll take a look.

The problem related to QF round has been resolved