mikes1531
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Post by mikes1531 on Jan 26, 2016 23:43:25 GMT
davidricketts1: Firstly, I would say that emails that contain text saying "We're conducting a survey and your input would be appreciated" could likely end up in a lot of people's spam folders, or be ignored -- that's what I tend to do with most survey requests. (I haven't a clue whether such text is likely to trigger those ISP spam filters that users have no control over such that some of those voting requests might never arrive as intended.) I therefore would put modifying that text to suggest there's an issue with the loan and a lender vote is requested very high on AC's list of improvements required. I also would like to have a record of my vote, so if I'm not going to be creating an email response I'd like to have some sort of acknowledgement to tell me that my vote was received and how I voted. Furthermore, in the past there have been times when I have decided reasonably early on how I wanted to vote and info came out subsequently that made me change that decision. Under the old system, votes could be changed, whereas with this new system once I've voted, clicking on the link in the email brings up a web page saying "You have already taken this survey" and there's nothing more I can do. Is changing a vote no longer an option? If so, people need to be told that votes, once made, are irrevocable. If votes are changeable, people need to be told how they can do that.
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sl75
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Post by sl75 on Jan 27, 2016 8:22:50 GMT
... we've been looking for a more automated solution prior to the votes being moved onto the website (planned for H1 this year as I understand it). Just read this part again - Wouldn't it be better to get an initial version integrated directly into the AC website? A single page "vote" (perhaps linked from an "Urgent: Lender action required" banner that appears at the top of the website) seems to me like a trivial exercise that might be assigned as homework to a schoolkid to make sure they understood the basic concept of a database - not something that needs to be "planned for H1". I'd kind-of assumed that the existing email-based system was already automated - feeding the emails into a script that would determine whether it said "Option A" or "Option B", and looking up the sender address and/or cross-referencing the In-Reply-To / References header against the Message-ID of the email originally sent to that specific lender. Automated email processing technology was well-established over 20 years ago. It never occurred to me that someone would actually have been manually reading each of the emails and updating a database by hand! If you've really been wasting an entire day of staff time on each vote, prioritise getting a member of the IT team to spend a day knocking something simple together (which can be expanded to full intended functionality later during H1 as previously planned). It's an awful lot simpler than several of the other bells and whistles that AC have been adding to the website recently!
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Post by chris on Jan 27, 2016 8:25:35 GMT
sl75 - an integrated solution is planned but it's one of 40 projects we're currently prioritising and if an off the shelf solution in survey monkey will suffice then it lets us get on with other business critical projects.
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sl75
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Post by sl75 on Jan 27, 2016 8:57:00 GMT
sl75 - an integrated solution is planned but it's one of 40 projects we're currently prioritising and if an off the shelf solution in survey monkey will suffice then it lets us get on with other business critical projects. As I commented - it never occurred to me that the existing email-based voting system WASN'T being automated with some kind of stop-gap solution using an automated processing script (with a back-end similar to how many website's support pages work - reply to email, and it automatically identifies your reply and adds it to the online support request). For an initial simple voting page, maybe it could be a task to assign to a new recruit to the IT team, as an introductory exercise as part of their training of how the AC website fits together? However, davidricketts1: I think the biggest problem with the new voting system was the surprise launch with no warning or explanation. Having already trained users through other votes to reply to the email with "Option A" or "Option B", I'd bet that an awful lot of people didn't even read as far as the part that told them to click a link - just saw the options, chose one, and voted in the manner they'd been trained to do from previous mails. I almost did that myself, but noticed the new button only just in time. Can I suggest at the very least that if the same solution is used again, a prominent paragraph at the TOP of the email explains that the voting process has changed, and votes can no longer be made by replying to the email. Incidentally, for those of us who used both voting links (one in the original email, and one in the follow-up direct from surveymonkey), do they both get counted, or is the system smart enough to de-duplicate the data?
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Post by chris on Jan 27, 2016 9:02:42 GMT
sl75 - an integrated solution is planned but it's one of 40 projects we're currently prioritising and if an off the shelf solution in survey monkey will suffice then it lets us get on with other business critical projects. For an initial simple voting page, maybe it could be a task to assign to a new recruit to the IT team, as an introductory exercise as part of their training of how the AC website fits together? Tackling the problem properly probably isn't as simple as you think, as in addition to the voting page itself (which would need CMS integration) you need to list previous votes and their results, need to show lenders how they voted, allow lenders to change their vote, report the results in the back office weighted against holdings at the time the vote closed, send email alerts of a new vote, email alert when you haven't voted but the vote will close soon, final result email, email alert when you place your vote to confirm your selection, email alert when you change your vote, etc. To do it properly ends up being several days work and can be quite fiddly with background processes running to send alerts asynchronously and so on. We'll get to it but other projects are being prioritised ahead of it as long as DR and team are happy using Survey Monkey. If that solution isn't viable then the integrated voting system will move up the priority list.
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pikestaff
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Post by pikestaff on Jan 27, 2016 9:04:18 GMT
My ISP's spam filters block all AC emails, so I've had to set up a gmail account to receive them. I have set my gmail account to auto forward those mails to my main account, which works.
I assume survey monkey emails will go to the same account, so I will have to auto forward them as well. Do survey monkey emails come from a consistent address? If so, can someone tell me what it is?
Edit 28/1: the question in my 2nd paragraph arose from a misconception. I now understand that the emails for polls will not come from surveymonkey, but from AC. As such my existing set-up should continue to work.
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Post by lynnanthony on Jan 27, 2016 9:17:42 GMT
My ISP's spam filters block all AC emails, so I've had to set up a gmail account to receive them. I have set my gmail account to auto forward those mails to my main account, which works. I assume survey monkey emails will go to the same account, so I will have to auto forward them as well. Do survey monkey emails come from a consistent address? If so, can someone tell me what it is? Does your ISP not have the facility of a "whitelist" - a list of email senders to be regarded as safe?
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Post by davidricketts1 on Jan 27, 2016 9:19:22 GMT
All
Thanks for the input so far. We had to trial this on something and accept it is difficult to make people change.
If I can summarise:
- We need to get the voting email text into the original email from Survey Monkey if possible. If not then we need to change the wording on the email to reduce likelihood of spam. - You'd like a record of your vote. I don't know if this is possible but will ask Marketing when we run the next vote (Friday/next Monday I think). - Can you change your vote? No you can't so I'll make sure that this is clearly detailed in the voting text going forward.
Anything else?
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sl75
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Post by sl75 on Jan 27, 2016 9:22:30 GMT
For an initial simple voting page, maybe it could be a task to assign to a new recruit to the IT team, as an introductory exercise as part of their training of how the AC website fits together? Tackling the problem properly probably isn't as simple as you think, as in addition to the voting page itself (which would need CMS integration) you need to list previous votes and their results, need to show lenders how they voted, allow lenders to change their vote, report the results in the back office weighted against holdings at the time the vote closed, send email alerts of a new vote, email alert when you haven't voted but the vote will close soon, final result email, email alert when you place your vote to confirm your selection, email alert when you change your vote, etc. Edit: Strange - the forum software swallowed my reply... In essence, I'd just replied to say that I am well aware of the complexity of "tackling the problem properly", but was merely suggesting releasing this "proper" solution incrementally - the first step being a simple voting page (with the database query to list/count the votes run manually by the tech team the first couple of times if the admin page to run it isn't ready at that point). An alternative to the simple voting page (if admin team are happy with surveymonkey as a stop-gap) would be a simple banner at the top of the website (with "Urgent: Lender action required" and the lender's personalised link to the surveymonkey page). That would ultimately be replaced by a link to the full on-site voting solution as and when that's ready, but avoids the reliance on email.
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pikestaff
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Post by pikestaff on Jan 27, 2016 9:58:41 GMT
My ISP's spam filters block all AC emails, so I've had to set up a gmail account to receive them. I have set my gmail account to auto forward those mails to my main account, which works. I assume survey monkey emails will go to the same account, so I will have to auto forward them as well. Do survey monkey emails come from a consistent address? If so, can someone tell me what it is? Does your ISP not have the facility of a "whitelist" - a list of email senders to be regarded as safe? Yes, and AC is whitelisted, but the emails don't get that far. They are blocked at an earlier stage that I can do nothing about. The ISP said that in order to look into it they would need to see any bounceback messages received by AC. AC said that they have not received any.
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Post by chris on Jan 27, 2016 10:25:59 GMT
Does your ISP not have the facility of a "whitelist" - a list of email senders to be regarded as safe? Yes, and AC is whitelisted, but the emails don't get that far. They are blocked at an earlier stage that I can do nothing about. The ISP said that in order to look into it they would need to see any bounceback messages received by AC. AC said that they have not received any. We use mandrill as our outbound bulk email provider so bouncebacks would be received via their service.
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mikes1531
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Post by mikes1531 on Jan 27, 2016 15:52:48 GMT
Tackling the problem properly probably isn't as simple as you think, as in addition to the voting page itself (which would need CMS integration) you need to list previous votes and their results, need to show lenders how they voted, allow lenders to change their vote, report the results in the back office weighted against holdings at the time the vote closed, send email alerts of a new vote, email alert when you haven't voted but the vote will close soon, final result email, email alert when you place your vote to confirm your selection, email alert when you change your vote, etc. To do it properly ends up being several days work and can be quite fiddly with background processes running to send alerts asynchronously and so on. We'll get to it but other projects are being prioritised ahead of it as long as DR and team are happy using Survey Monkey. If that solution isn't viable then the integrated voting system will move up the priority list. chris: That's an impressive list of features for the ultimate voting system. Bring it on! As for the Survey Monkey stop-gap solution... well, it has very few of the customer-facing features you mentioned, so it's certainly not even close to fitting the requirements. In light of that, I'd move the in-house project up the priority list. But, of course, I haven't a clue what else is on the priority list, so my opinion isn't going to be given a lot of weight!
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Mike
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Post by Mike on Jan 28, 2016 5:37:51 GMT
I have no holding in this loan, so I have with-held my thoughts but...
I think this looks extremely unprofessional and will think twice about voting if this is the only option I am given. It's an extra hassle if I correctly understand I need to go to some other site to tell them all sorts of things and need to type it all in each time. Maybe AC should have thought about this manual counting fiasco before it became so out-of-control that each one is taking whole man-days to sort, and rushing to this third-party bodge which, to be honest, is a bit out of character.
What next? Maybe HSBC will start to use MySpace to deal with investment instructions.
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SteveT
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Post by SteveT on Jan 28, 2016 7:13:48 GMT
I have no holding in this loan, so I have with-held my thoughts but... I think this looks extremely unprofessional and will think twice about voting if this is the only option I am given. It's an extra hassle if I correctly understand I need to go to some other site to tell them all sorts of things and need to type it all in each time. Maybe AC should have thought about this manual counting fiasco before it became so out-of-control that each one is taking whole man-days to sort, and rushing to this third-party bodge which, to be honest, is a bit out of character. What next? Maybe HSBC will start to use MySpace to deal with investment instructions. No hassle involved. Click the link in the email from AC to be taken directly to the Survey Monkey poll. Second click chooses option A or B. Third click confirms your vote. Perhaps 10 seconds in all.
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Mike
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Post by Mike on Jan 28, 2016 7:23:10 GMT
Ah so AC have handed out your emails to the third party company already, I see. I hope they are trustworthy and don't get compromised!
I'm not a privacy expert, but I see ACs privacy policy is quite short..
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