[Evergreen-general] Library Newsletter Opt-ins on Evergreen?

[Josh Stompro]

Hello Aaron, we had this setup using a user setting value... up until last
week when we turned it off since we switched to using Orangeboy Savannah
and moved to an opt-out model.

There is a trick to getting user settings to show up in the patron editor.
If you associate a custom user_setting with an action_trigger event
definition by setting it as an opt in setting type, then the preference
will show up in the patron editor.  Even if the event definition is set to
disabled.

But you cannot control the order of how those opt-in settings display in
the patron record, they are pulled from the DB with a query with no
sorting.  I did find that they did tend to be returned in order of last
modification though, so a series of update queries can control the order.
We went the route of hard coding the fields in our patron record editor to
better control the order.

I also setup a custom daily report to show subscribes, unsubscribes, email
changes and branch changes since we had per location newsletters.  Then
those changes were manually made in Constant Contact.  I never got around
to using the Constant Contact API to make updates automatically.  That
report needed a custom tracking table to compare the current system state
with the historical state.

So it can be done.  I'm happy to share all our modifications if you want to
see them.

Here is the commit to remove the option from our patron registration form.
https://gitlab.com/LARL/evergreen-larl/-/commit/89fd3f1af9261ba96337fbb0a5b2cac0dfb0a93e

On Thu, Jul 18, 2024 at 11:57 AM DeVries, Aaron via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> Hi everyone,
> We are trying to find a better workflow for managing patron opt-ins to our
> monthly newsletter.  Has anyone successfully set this up with a field in
> the patron record?  I'm thinking maybe a stat category with a yes/no opt-in
> question?  My problem is that I'm not sure how we could set up a recurring
> report for our communications staff that included changes to that field on
> existing records, rather than just new card registration that opt-in..  Any
> suggestions or ideas would be appreciated.
> Thanks,
>
> *Aaron DeVries*
>
> (he/him/his)
>
> Manager, Digital & Support Services
>
> St. Thomas Public Library
>
> 153 Curtis Street, St. Thomas, ON N5P 3Z7
>
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