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

[Morgan, Michele]

Just following up on Josh's comment in the second paragraph. Here is the
Launchpad bug about opt-in action triggers that are disabled showing up in
the patron editor:

https://bugs.launchpad.net/evergreen/+bug/1706450

--
Michele M. Morgan, Systems Support Specialist
North of Boston Library Exchange, Danvers Massachusetts
mmorgan at noblenet.org



On Fri, Jul 19, 2024 at 5:04 PM Josh Stompro via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> 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
>>
>> 519-631-6050, ext. 8016
>>
>> stthomaspubliclibrary.ca <http://www.stthomaspubliclibrary.ca/>
>>
>>
>> <https://webmail.stthomas.ca/owa/UrlBlockedError.aspx>
>>
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>>
>>
>>
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