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Messaging: Sales Tax notifications #154

Closed joethreepwood closed 6 months ago

joethreepwood commented 7 months ago

Messaging

Context

For https://github.com/PostHog/company-internal/issues/1055

We need to tell users about sales tax requirements. Charges start on 17th December.

There's no action required for users.

Goal

No goal.

Format

2x emails to all users in the impacted orgs.

First message on Friday 8th. Reminder on Friday 15th

Audience / Targeting

@fraserhopper @simfish85 this is one area where I'm still confused after reading the issues and threads.

Basically: How do we plan to identify the customers which need to receive these emails, and do we need to email the NY, UK, and EU users separately or can we use one set of messages for all of them?

joethreepwood commented 7 months ago

Another question will be: Do we want to send to all users in an org, or to a specific contact?

fraserhopper commented 7 months ago

So as far as identifying them, I believe we can pull these from stripe.

I think we can do a different messaging for NY & then for Uk/Eu(these can be the same message).

We only need to message the billing contact provided to Stripe. No need to contact every user.

joethreepwood commented 7 months ago

OK, great. If someone can give me a list of users (don't share emails here) when they're ready, I can set this up along those lines.

joethreepwood commented 7 months ago
UK-1 UK-2

Draft of the UK & EU notifications based on what I understand of the requirements here. Happy to take any feedback!

simfish85 commented 7 months ago

They can self-serve add tax ID's if they go into the billing page and then click Manage Card Details; do we want to add that?

joethreepwood commented 7 months ago
Screenshot 2023-12-04 at 14 09 21 Screenshot 2023-12-04 at 14 13 06

Cool, updated.

joethreepwood commented 7 months ago
US-1 Screenshot 2023-12-04 at 14 38 45

US versions for NYC too.

@fraserhopper If you're happy with this content, all I need is the emails and then we're good to go.

joethreepwood commented 6 months ago

OK, we've elsewhere decided to drop the UK email and only need to send the NYC variant to a bunch of users in the US.

Content is unchanged, segment is created, and these emails are now scheduled to send.