Write content for email confirmation of successful submission

cfpb / sbl-ux

Small business lending project's UX design and research issue repository

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Write content for email confirmation of successful submission #23

Closed natalia-fitzgerald closed 1 week ago

natalia-fitzgerald commented 3 weeks ago

Task

Write content for email confirmation of submitted filing

Context

Parent story (for reference)

As a filer, I want to receive email confirmation that my submission was successful, so that I know the filing process is complete.

Acceptance criteria

Receive an email with confirmation ID and platform specific language ( submit ID, timestamp, beta language)
Update UX Research doc with question about who to send the confirmation email to.

Identify details of alert message:

Who sends: noreply@cfpb
Subject: {BETA}......
Who receives the alert? Which contacts are main line vs. CC. The main submitter, associated accounts, primary contact
Primarily select initial submitter and then request who else received the alert via forwarding
Body: Basic email text

natalia-fitzgerald commented 2 weeks ago

Here's the latest language that @angelcardoz crafted with feedback from me and @dan-padgett

Email confirmation (beta platform)

From: noreply@cfpb.gov To: Person who submitted the file Subject: [BETA] Small Business Lending Data Filing Confirmation

Congratulations! This email confirms that the filing submitted by John Smith on June 26, 2026 at 4:36 PM EST was successful. The confirmation number is 123456789TESTBANK123-2024-134-1715013943.

The beta platform is for testing purposes only and user-supplied data may be removed at any time. Take a moment to email our support staff at sblhelp@cfpb.gov with your feedback or upload a new file to continue testing.

natalia-fitzgerald commented 1 week ago

Here's the latest language that @angelcardoz crafted. @dan-padgett and I are currently reviewing.

Email confirmation (production platform)

From: noreply@cfpb.gov To: Person who submitted the file, Point of Contact Subject: [BETA] Small Business Lending Data Filing Confirmation

Congratulations! This email confirms that the filing submitted by John Smith on June 26, 2026 at 4:36 PM EST was successful. The confirmation number is 123456789TESTBANK123-2024-134-1715013943.

To make any changes to the filing, please return to the Small Business Lending Data Filing Platform and follow the provided instructions. If you have any questions or need additional support, email our support staff at sblhelp@cfpb.gov.

natalia-fitzgerald commented 1 week ago

@hkeeler @jcadam14 We have now written the email language for beta and production. Can you review when you have a moment?

jcadam14 commented 1 week ago

Looks good to me, nothing in there we can't do on the backend

hkeeler commented 1 week ago

Agreed. Looks good.

jcadam14 commented 1 day ago

This is being implemented as part of https://github.com/cfpb/regtech-mail-api/issues/45, PR is https://github.com/cfpb/regtech-mail-api/pull/49