[STORY]: Create new email notifications for 'Follow + Note'

[ekhoffman]

Full User Story

As an organization, we would like to foster more collaboration between our users to allow for the sharing of knowledge and resources to empower them to more efficiently and effectively apply for the grants discovered on our platform.

As a grantseeker, I want to be able to easily share grants I’ve discovered with my team.

As a grantseeker, I want to be able to easily find collaborators who may be able to help me when preparing and applying for grants.

As a grantseeker, I want to be able to quickly see what grants my team members are interested in.

As an admin, I want to be able to easily surface and resolve issues and blockers my team is running into.

Why is this issue important?

In order to help build the collaborative spirit we're going for, we need to have a prompt to pull people back to the platform when people they may be interested in supporting or receiving support from mark interest in the same grant. This will help bring users back to the platform in a timely manner to collaborate on previously marked grants.

Action Plan

• [x] Initial design drafted
• [ ] Initial acceptance criteria drafted
• [ ] High level technical approach & feature flag use determined
• [ ] Designs & Acceptance criteria finalized
• [ ] Eng task breakout complete
• [ ] Assessment of whether partner training & communication actions are needed
• [ ] Acceptance criteria testing completed & passed in staging
• [ ] Feature flags enabled in production
• [ ] Feature flags are removed once the feature is deemed stable

Engineering Tasks

Add links to engineering tasks

Acceptance Criteria

Designs

General

• Both emails below will send if a user is following a grant and they have the Grant Activity notification set to ON.
• Delay notification on the trigger of 5 minutes - will check after five minutes and send update after five minutes with up to date information - the email will not send if the note is removed or grant is unfollowed within the delay window. If the note is edited during that time, the content will reflect the current content at the time the notification is sent.
• Leaving a note auto-triggers a follow - the delay means that if they undo the auto-follow, only the note notification will send to those following the grant. If they keep the follow, two emails will send to followers (one for note and one for following). In the future we will explore options for grouping notifications together/digest options/etc

1. Create new email notification for 'Following.'

   • Trigger: New user in the organization follows a grant.
   • From: USDR Federal Grant Finder (grants-notifications@grants.usdr.org)
   • Recipients: Any other user in that organization who has previously followed (and has Grant Activity notifications set to ON).
   • The person who followed should not receive a notification
   • Email Subject: {{Grant Name}} has new activity
   • Preview Text: {{User Name}} ({{Team Name}}) followed a grant - {{Grant Name}}.
   • Email Title: {{User Name}} followed a grant
   • Email Body:
     • text will show under header that says: "NEW FOLLOWER - {{Grant Name}}" with grant name truncated to one line
     • Today's date will display "Month, DD, YYYY" (i.e. May 2, 2024)
     • Show a card for the user who is the new follower that contains the following: User Avatar, User Name, User Team Name, user email
     • Grant Detail Box
     • View Grant Button (Links to grant details page)

2. Create new email notification for an added 'Note'

   • Trigger: New note added to a grant. Notification will happen when a note is added, even if it’s a second note from the same user (i.e. first one was deleted)
   • The person who left the note should not receive the notification.
   • From: USDR Federal Grant Finder (grants-notificaitons@grants.usdr.org)
   • Recipients: Any other user in that organization who has previously followed (and not opted out of emails).
   • Email Subject: {{Grant Name}} has new activity
   • Preview Text: {{User Name}} ({{Team Name}}) left a note on a grant - {{Grant Name}}
   • Email Title: {{User Name}} left a note on a grant
   • Email Body:
     • Text will show under header that says: "NEW NOTE - {{Grant Name}}" with grant name truncated to one line
     • Today's date will display "Month, DD, YYYY" (i.e. May 2, 2024)
     • Show a card for the user who left the note that contains the following: User Avatar, User Name, User Team Name, user email, Note Content (the note should wrap text to show full content)
     • Grant Detail Box
     • View Grant Button (Links to grant details page)

My Profile

1. Add new entry to Email Notifications.
   • Name: Grant Activity
   • Description: Send me notifications when others interact with a grant that I am following.
   • Enabled/Disabled Toggle: By default, this will be Toggled ON for all users.

[samserif23]

[samserif23]

Two leading designs thus far, one exploring pulling in the user avatar + comment visual component into the email

[samserif23]

Additional comment: View My Grants button links to interested tab