kirstenalarsen
commented
2 years ago Is there a reason we only want them to opt in once? Seems like this could be managed by:
- including enterprise 'turning on' of one or more flags in the checkout in new notifications panel here
- suggesting 'flags' on customer for 'opt-in-email' and 'opt-in-sms'
- these can be seen in checkout
- managed in admin/customers
- CRUD on API Customers endpoint
- if not wanting them visible in checkout every time after opted in once, could hide once positive
- customer could potentially access / amend in https://openfoodnetwork.org.au/account#/settings
RonellaG
RachL
What is the problem we are solving
Enterprise ID#3710 have requested the functionality for cultural, marketing and promotional communications opt in at checkout.
The enterprise manager uses MailChimp to send eDMs and newsletters.
After every order cycle the manager downloads the Addresses report and manually uploads it into MailChimp.
The problem is that there is no functionality to drive opt in to promotions while shoppers are checking out on the platform and to be compliant with Spam laws. As a result, they are opting every customer in for marketing communications, regardless of customer preferences.
Checkout is the time when shoppers are most engaged and likely to opt in.
Therefore, using an integration triggered by order placement to send shoppers an email requesting opt in will not be very effective and is limited to when the first order is placed. A checkbox during checkout would mean that shoppers have the opportunity to opt in during orders down the track if they are not ready to opt in during their first order.
The opt in functionality will then enable the enterprise to send cultural, marketing and promotions notifications to build community engagement and increase sales.
Open Food Network instances operate all around the world, and need to be compliant with various spam laws, including DCMA and CCPA. More laws are likely to be implemented in different regions around the globe, and we should be adhering to best practice to comply with as many different spam acts as possible. Part of this would be covered by giving consumers a choice to opt in or out of promotional and marketing communications via email and SMS.
This opt in functionality should cover both email and SMS promotions. Operational communications related to things like orders that customers have placed, and financial transactions that have been made are not included in this.
Success factors = expected outcome
The enterprise is able to turn this functionality on if they require it at the Enterprise level.
When a shopper is at Checkout, they are able to check a box to opt into marketing and promotions communications by the enterprise they are shopping with. For example:
The checkbox is either not visible or is not editable for customers who have opted in. An info pop up box beside the checkbox text says something like “This box only allows you to opt in for the first time. To manage your subscription please refer to the relevant links in the enterprise’s communications with you.”
The enterprise manager is able to run a report on the customers who have opted in since the last time they ran the report.
This may or may not work best as a separate report.
A separate report would mean there is less likelihood of impacting enterprises existing workflows.
The new Promotional Marketing List Report would contain First and Last Name, Email address, Mobile number, opt in and the date that they opted in
Filterable by date and if possible, able to be scheduled to be sent as a csv file with headings that can be uploaded directly into mailchimp - minimising any data entry work required from the hub. Format guidelines for Mailchimp are here. https://mailchimp.com/en-au/help/format-guidelines-for-your-import-file/
But it could also be incorporated into the Addresses report as it already has the email address and phone fields.
For enterprise managers who use an integration, the opt in checkbox and date fields are available in the Customer Endpoint API (in a similar way to the allow changes checkbox), enabling this information to be passed through to other mailing platforms.