[ID] email notification system

mhuang-usdr commented 2 years ago

Ohio requested email notifs for

If they got assigned a grant
if a grant was updated
if a new grant matches their search criteria

How do we do this "without spamming the universe"?

mhuang-usdr commented 2 years ago

BB also requested this feature. Prioritizing it for post-MVP (1.1)

Raphomet commented 2 years ago

Resources

Figma file — contains both notification settings and email templates

Overview

Here are all the notification events we want to support in this milestone:

As a superadmin (admin of the budget office), I want to receive notifications when…
- Anybody assigns or unassigns a grant to any agency
- Anybody marks or unmarks a grant as interesting or rejected
- There are forecasted and new posted grants matching my eligibility code and keyword settings
As the admin of an agency OR a staff member or an agency, I want to receive notifications when…
- Anybody assigns or unassigns a grant to my agency
- Anybody within my agency marks or unmarks a grant as interesting or rejected
- There are forecasted and new posted grants matching my eligibility code and keyword settings

To implement the UX, we need to add:

A place to edit notification settings
Email templates for each event

Notification settings

The ID Tool already has a Settings modal. We'll just add to it.

These are low-fidelity wireframes, not exact comps. Feel free to style this however is easiest (if we're in Bootstrap, make it look Bootstrappy; if in Tailwind, make it look Tailwind-y, etc.).

Superadmin notification settings

Agency admin or staff member notification settings

Email templates

This actually is a comp — please aim for accuracy here. You can see the specific margins, etc. in Figma.

All user-initiated events

New grants digest

Raphomet commented 2 years ago

@mhuang-usdr Please review!

mhuang-usdr commented 2 years ago

Woohoo! Thanks Raph :D suggestions below

Profile Settings > New Grants:

Instead of -Email a digest of forecasted and new posted grants that match my eligibility code and keyword settings.

This is more accurate: -Email a digest of new forecasted and posted grants that match my agency's eligibility code and keyword settings.

Email templates

Can you link to the Figma file @Raphomet ?

User-initiated emails I'm wondering if the subject lines could be more descriptive.

Grant assigned to Education: Early Learning and Development (ELD)
Grant unassigned from Education: Early Learning and Development (ELD)
Grant marked as interesting by Administration: Fleet Services Division (FSD)
Grant marked as rejected by Administration: Fleet Services Division (FSD)

What do you think @Raphomet ?

New grants digest Same as above - instead of
-There are 8 new grants matching your keywords and settings.

What do you think about: -There are 8 new grants matching your agency's keywords and settings.

Raphomet commented 2 years ago

Figma file

I like the copy changes! Will rewrite and replace screenshots in previous comment.

On the email subject lines — yeah, I was thinking about this too. If they're all named the same thing, then the email clients people use are more likely to group or nest them. The worst case situation if they have separate names is that a superadmin who has visibility into all activity will receive a ton of emails affecting different agencies, and have to dismiss them each separately.

But thinking about it some more, the utility of being able to see at a glance WHICH agencies are doing what might outweigh the annoyance of dealing with lots of email threads. So I'll change it, and we can always iterate. Good idea!

Raphomet commented 2 years ago

Updated previous comment with new screenshots.

mhuang-usdr commented 2 years ago

@as1729 I reviewed the colors, please update the blues to the new blues as defined in the Doc below

https://www.notion.so/usdr/Colors-d7d755c9eeec47b2a5e96bbbebd66a04

Otherwise, looks good to me

usdigitalresponse / usdr-gost