Rebrand: Co-op Check-in -> Co-op Survey in user-facing copy
Updates the tool product name across the app UI (header, page title, section labels, form buttons, success/error states, report stat labels), README, deployment docs, and the CiviCRM email template guidance. Custom domain references move from check-in.fci.coop to survey.fci.coop (DNS update still required). The underlying CiviCRM "Check-in (organizing)" activity type, custom group machine names (Check_in_data__organizing_), health-check ids, and the internal org_engagement_check_in form id are unchanged -- those are CiviCRM contract surfaces, not product copy.
This commit is contained in:
+15
-15
@@ -1,10 +1,10 @@
|
||||
# Email link delivery
|
||||
|
||||
The check-in form is reached via a personalized URL that carries the
|
||||
The survey form is reached via a personalized URL that carries the
|
||||
contact's CiviCRM ID + a server-issued checksum:
|
||||
|
||||
```
|
||||
https://check-in.fci.coop/?cid=<contact_id>&cs=<checksum>
|
||||
https://survey.fci.coop/?cid=<contact_id>&cs=<checksum>
|
||||
```
|
||||
|
||||
This document covers the three pieces needed to actually get those links
|
||||
@@ -24,10 +24,10 @@ The preview endpoint (#3) is a debugging convenience.
|
||||
In CiviCRM:
|
||||
|
||||
1. Navigate to **Mailings → Message Templates → Add Message Template**.
|
||||
2. Title: `Co-op Check-in invitation`
|
||||
2. Title: `Co-op Survey invitation`
|
||||
3. Subject:
|
||||
```
|
||||
Time for your co-op check-in
|
||||
Time for your co-op survey
|
||||
```
|
||||
4. Plain-text body (substitute your real domain):
|
||||
|
||||
@@ -38,8 +38,8 @@ In CiviCRM:
|
||||
month. The form pre-fills your prior responses — you only need to update
|
||||
what's changed.
|
||||
|
||||
Open your check-in:
|
||||
https://check-in.fci.coop/?cid={contact.contact_id}&cs={contact.checksum}
|
||||
Open your survey:
|
||||
https://survey.fci.coop/?cid={contact.contact_id}&cs={contact.checksum}
|
||||
|
||||
The link is personalized to you and expires in 14 days. If you no longer
|
||||
have it, reply to this email and we'll send a fresh one.
|
||||
@@ -58,11 +58,11 @@ In CiviCRM:
|
||||
what's changed.</p>
|
||||
|
||||
<p style="margin: 24px 0;">
|
||||
<a href="https://check-in.fci.coop/?cid={contact.contact_id}&cs={contact.checksum}"
|
||||
<a href="https://survey.fci.coop/?cid={contact.contact_id}&cs={contact.checksum}"
|
||||
style="display: inline-block; background: #3a5520; color: #fafaf7;
|
||||
padding: 10px 20px; border-radius: 6px; text-decoration: none;
|
||||
font-weight: 500;">
|
||||
Open your check-in
|
||||
Open your survey
|
||||
</a>
|
||||
</p>
|
||||
|
||||
@@ -95,14 +95,14 @@ Best for: low volume, one-at-a-time, or you want to review each send.
|
||||
1. Open the **organization's contact record** in CiviCRM.
|
||||
2. **Relationships** tab → find the row with **"Primary Contact"** → click the related individual's name.
|
||||
3. On the individual's contact view: **Actions → Send Email**.
|
||||
4. **Use Template**: select `Co-op Check-in invitation`. The subject and body populate; tokens render in the preview.
|
||||
4. **Use Template**: select `Co-op Survey invitation`. The subject and body populate; tokens render in the preview.
|
||||
5. **Send**. CiviCRM logs the email as an Activity on the contact.
|
||||
|
||||
Repeat per contact. Slow but bulletproof.
|
||||
|
||||
### Option B — Bulk: CiviMail (campaign-style send)
|
||||
|
||||
Best for: send the check-in invitation to every active co-op at once (e.g. monthly).
|
||||
Best for: send the survey invitation to every active co-op at once (e.g. monthly).
|
||||
|
||||
1. Build a Smart Group of contacts whose Primary Contact relationships point at orgs in active stages. Example query:
|
||||
- **Contacts** → **Advanced Search**
|
||||
@@ -112,7 +112,7 @@ Best for: send the check-in invitation to every active co-op at once (e.g. month
|
||||
|
||||
2. **Mailings → New Mailing**.
|
||||
3. Recipients: the smart group above.
|
||||
4. Choose template: `Co-op Check-in invitation`.
|
||||
4. Choose template: `Co-op Survey invitation`.
|
||||
5. Schedule send.
|
||||
|
||||
Each recipient gets their own checksum embedded in the URL — CiviMail
|
||||
@@ -125,10 +125,10 @@ Best for: a button-on-the-org-record workflow.
|
||||
Setup:
|
||||
|
||||
1. **Administer → CiviRules → Manage Rules → New Rule**.
|
||||
2. Title: `Send Co-op Check-in invitation`.
|
||||
2. Title: `Send Co-op Survey invitation`.
|
||||
3. **Trigger**: pick a "manually trigger from org row" action if your CiviRules version supports it. Otherwise: trigger on org Stage change (auto-fires when staff advance an org).
|
||||
4. **Action**: `Send email to contact via message template`.
|
||||
- Template: `Co-op Check-in invitation`.
|
||||
- Template: `Co-op Survey invitation`.
|
||||
- Recipient: **Contact in relationship** → "Primary Contact" → side B (the Individual).
|
||||
5. Save.
|
||||
|
||||
@@ -153,7 +153,7 @@ contact/org context for verification.
|
||||
**Request:**
|
||||
|
||||
```bash
|
||||
curl "https://check-in.fci.coop/api/preview-link?cid=513&token=$HEALTH_TOKEN"
|
||||
curl "https://survey.fci.coop/api/preview-link?cid=513&token=$HEALTH_TOKEN"
|
||||
```
|
||||
|
||||
**Response:**
|
||||
@@ -165,7 +165,7 @@ curl "https://check-in.fci.coop/api/preview-link?cid=513&token=$HEALTH_TOKEN"
|
||||
"orgId": 9609,
|
||||
"orgName": "A Sample Food Co-op",
|
||||
"orgStage": "Organizing",
|
||||
"url": "https://check-in.fci.coop/?cid=513&cs=8d1f...",
|
||||
"url": "https://survey.fci.coop/?cid=513&cs=8d1f...",
|
||||
"checksum": "8d1f...",
|
||||
"ttlHours": 336
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user