Automatic email campaigns in Hubspot

[leedenison]

Replaces:

• https://github.com/hypothesis/report/issues/212

PRD: Automated Email Outreach User List Generation - OLD? PRD: User List with Current Course Annotation Count Generation - OLD? PRD: Automatic Email Campaigns - Draft?

Tasks

Dash related:

This isn't technically part of the project, but hey, too late now

• [x] Create a user dashboard
  • [x] Basic details about the user
  • [x] This should have the last login
• [x] Add h_user_id field to Hubspot prod
• [x] Add a calculated field in Hubspot that is a link back to the dashboard
• [x] Sync it all to the QA sandbox
• [x] https://github.com/hypothesis/report/pull/236

Email campaign related:

• [x] https://github.com/hypothesis/lms/pull/5502
  • [x] Run it, but only when Report is expecting the fields!
• [x] Add required fields to Hubspot prod
  • [x] lms_last_active
  • [x] lms_annotations_this_semester
  • [x] reporting_last_update
• [x] Sync it all to the QA sandbox
• [x] https://github.com/hypothesis/report/pull/234
  • [x] https://github.com/hypothesis/report/pull/237
• [x] Use these values instead of the hand rolled reports in the user dashboard

Definitions

Last first login lms_last_login

We don't really have anything good here as our data doesn't go back far, but we can use the user create date instead.

Last active lms_last_login

I think we are using last login for that effectively. A person can be active by either logging in, or annotating. But you can't annotate without logging in, so effectively that's what it is.

User id h_user_id

This isn't the LMS user id, this is the h user id. Each LMS user has one unique h user it is associated with, but each h user can have many LMS users. This is the:

• Region (e.g. ca)
• Then a dash -
• Then the H internal id as an integer

It's mostly not of use outside of reporting / digging around inside H.

Annotations this semester (lms_annotation_this_semester)

Total annotations in linked courses, if you are a teacher in the most recent semester.

Active courses this semester (lms_active_courses_this_semester)

Count of distinct courses with at least one annotation in the most recent semester.

[jon-betts]

The fields are in Hubspot. So this might be done from a dev point of view. I suspect we need a ticket, or tickets about what's next?