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Created January 8, 2019 16:01
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UK MyCW Plan
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uk-mycw.md

UK MyCW

Context

In Q1, we'll launch fundraising feature parity for UK donors. It will operate with all the same features as the US MyCW. We'll build out:

  • User Campaigns
  • MyCW Donations
  • Team Campaigns
  • PImP page campaign integration

Single Currency. Campaigns will only accept a single currency.

Allocation. We have some major open questions around how we'll allocate and report on UK MyCW but that will be sorted out concurrently with the feature build. Those decisions should have no impact on features until August 2019, except potentially in some copy changes about the 100% model.

Payment Processing. We will accept Stripe credit card only.

Aveda. Aveda will run a team campaign, with 300+ child campaigns, focusing their comms for Earth Month, but fundraising through 2019. They will be raising funds 1/1, so the earlier MyCW launches, the better the experience for Aveda UK. We expect Aveda UK to raise £100-200k on MyCW in 2019; Aveda Global, is expected to raise >$2M.

Draft Q1 Launch Timeline

  • 7 Jan: Engineering Starts - 4 weeks+
  • 1 Feb (1 Mar latest): Engineering Launch
  • 4 Feb (4 Mar latest): Product Testing - 1 week
  • 11 Feb (11 Mar latest): Cross-Departmental Testing - 2 weeks
  • 25 Feb (25 Mar latest): Marketing Setup - 1 week
  • 1 Mar (1 Apr latest): Marketing Launch Deadline

Q1 Prioritization and Anti-Goals

Prioritization will be based on launching the features needed to get Aveda running before World Water Day. Site localization and better integration of US/UK pages are separate, but planned and should launch closely with UK MyCW.

Q1 Anti-Goals

For now, we won't tackle:

  • New general MyCW functionality
  • Country restrictions; funds will be tracked as MyCW revenue in Xero without country specification.
  • No transferring campaigns US <=> UK.

Summary

Setup/Assets Required

  • Assets for default MyCW UK campaign templates
  • Email updates (language and currency) - including porting campaign emails into Mandrill
  • Help center updates

Fundraising Page

  1. User sees a UK How-To-Fundraise page. (in GBP, maybe change examples)

Simple Campaign Management

  1. User sees a UK MyCW signup page with a £300 default goal.
  2. User can create a UK MyCW campaign.
  3. Email: Campaign Created
  4. Email Series: Campaign Tips
  5. Email: Update to Donors
  6. Logged-in vs new user vs existing user flow.
  7. User can choose to create a campaign that accepts either USD or GBP.

Campaign Page

  1. User sees amount raised and goal in GBP.
  2. "People Served" uses the GBP calculation.
  3. Update 100% block.
  4. User sees campaign banners assisting them to fundraise well.
  5. User receives emails assisting them to fundraise well.

Edit Campaign

  1. Campaigner sees a edit button/screen.
  2. User sees amount raised and goal in GBP.
  3. "People Served" uses the GBP calculation.

Campaign Donate

  1. On the Campaign Donate Page, user sees amount in GBP.
  2. On the Campaign Donate Page, user does not see "Give by Check or Stock".
  3. User can donate by CC to a UK MyCW campaign.
  4. User can add Gift Aid to their UK MyCW donation.
  5. User sees email preferences modal on the Thank You Page. Clarify about the campaigner emailing them about the campaign.
  6. Email: Donation Update to Campaigner
  7. Email: Donation Thank You
  8. Donor can add a comment with their donation.
  9. Campaigner can post a comment that's emailed to all opt-ed in donors.

Team Campaign

  1. User sees a team campaign option on the UK MyCW signup page.
  2. Consent age is set to 16.
  3. On Parent Campaign Page, children campaigns show raise in GBP.
  4. On Child Campaign Page, team total shows raise in GBP.
  5. Email: Child joined parent campaign.

Maji Admin for UK MyCW

  1. Admin sets up campaign templates for UK User Campaigns.
  2. Admin can filter campaigns by US/UK in the Maji admin.
  3. Admin sees the goal has a currency.
  4. Admin sees UK MyCW Donations shown in UK time.

Campaign Search

  1. User can search for a UK MyCW Campaign.
  2. User can filter campaigns by US/UK.
  3. User sees goal in GBP.

Profile Page

  1. Campaigner sees their campaign on their Dashboard.
  2. Donor sees their UK MyCW donations their Dashboard.
  3. User sees the Campaigner's Profile page showing the campaign.
  4. User sees the Campaigner's PImP page showing the campaign.

Closed Campaigns (without Reporting)

  1. User gets a "Closed Campaign" email (at an appropriate time).
  2. On a closed UK campaign page,if the user has an active campaign there's a link to it. "Donate" links to the UK 1x donate page.
  3. On a closed UK campaign page,if the user does not have an active campaign, "Donate" links to the UK 1x donate page.
  4. On a closed UK campaign page, "Donate" links to the UK 1x donate page.
  5. On a closed UK campaign page, date format in sidebar and banner are in UK format.
  6. On a closed, non-tracked UK campaign page, updated sidebar and banner copy and UK format used.
  7. On a closed, non-tracked UK campaign page, updated "See What Happens Next" modal.
  8. On a closed, country-tracked UK campaign page, updated sidebar and banner copy.

Campaign Reporting

  1. TBD

Site Localization

If Site Locationization is delayed...

  1. Header/footer on the Fundraising, Sign Up, Campaign, Campaign Donate pages are UK.
  2. Emails have UK footer.

ETC

  • Update Help Center with UK MyCW Information
  • Combine UK/US Help Center information, in general.

Prioritized Engineering Approach

Initial Setup Track

  1. Admin sets up a campaign template for a UK user campaign. #162967930
  • User creates a UK MyCW campaign. #162968016
  • User donates to a UK MyCW Campaign via credit card.#162969855

Independent Stories (Post-Initial Setup)

  • UK Campaigner edits their Campaign. #162992753
  • UK Campaigner posts a comment to their donors. #162992945
  • Thank You page email modal. #162993070
  • User can add Gift Aid to their UK MyCW donation. #162993042
  • User sees a UK MyCW campaign on the Campaigner's public profile.#162992975
  • Campaigner sees their campaign on their Dashboard (feed, cumulative). #162992994
  • Donor sees their UK MyCW donations their Dashboard. #162993023
  • Admin filters campaigns by US/UK.
  • TBD: Header/footer on the Fundraising, Sign Up, Campaign, Campaign Donate pages are UK.

Team Campaign Track

Independent Stories (Post-Team Setup)

  • User sees a UK Team Campaign on the Campaigner's public profile. #162993231
  • Campaigner sees their UK Team Campaign on their Dashboard. #162993237
  • User sees the UK Team Campaign on the Campaigner's PImP page. #162993244

Email Updates

  • Email: Campaigner gets a UKified email to notify them that their campaign has been created successfully.
  • Email: Campaigner gets a series of UKified emails with Campaign Tips.
  • Email: Donor gets a UKified donation Thank You email.
  • Email: Campaigner gets a UKified donation notification email when a donation is made to their campaign.
  • Email: Parent Campaigner gets a email when a child campaign joins.
  • Email: Parent Campaigner gets a email when a child campaign leaves.

Launch

  • User sees link to fundraise on UK Homepage.

Not Required for Launch

  • UK How-To-Fundraise page
  • UK MyCW Campaign Search
    • User can search for a UK MyCW Campaign.
    • User can filter campaigns by US/UK.
  • Campaigner sees helpful banner hints on the Campaign page.
  • User sees information Give by cheque or stock.
  • User sees a closed campaign state.
  • User sees a country-tracked campaign state.
  • User sees a D2P-ed campaign state.

Post-Launch

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