gigafibre-fsm/scripts/campaigns/README.md
louispaulb 37896421c3 feat(campaigns): MVP gift campaign sender (Node CLI + FR email template)
User context: needs to send Giftbit gift cards to 203 customers with a
branded French email instead of Giftbit's English-only default delivery.
Giftbit's own UI/API can issue the gifts but its email is English; this
MVP bridges the gap by taking the gift URLs back from Giftbit, pairing
them with our contact CSV, and sending personalized FR emails through
the Mailjet SMTP that's already wired up for ERPNext invoice mail.

Three files in scripts/campaigns/:

1. send_gift_campaign.js — Node CLI. Two CSV inputs (gifts + contacts),
   matches by row order (default) or email key, renders the HTML
   template with mustache-style {{firstname}} / {{gift_url}} / etc.,
   sends via nodemailer with configurable SMTP + throttle.
   --dry-run writes per-recipient previews to disk for visual review
   before flipping to live mode. Results CSV with per-row status
   (sent / failed / dry-run) + error message + timestamp is written
   next to the script for follow-up on failures.

2. templates/gift-email-fr.html — branded French email. Table-based
   layout (the only thing that renders consistently in Gmail / Outlook /
   iOS Mail / Apple Mail / Bell Sympatico). Indigo gradient header,
   centered CTA button, contextual {{description}} line citing the
   service address, support contact in the footer, no inline images
   (defers to text + colour blocks to dodge image-blocking).

3. contacts_from_legacy.py — replaces the ad-hoc /tmp Python I ran
   earlier with a proper repo'd version. Same multi-email handling
   options (first / split / skip) as I offered the user; defaults to
   "first" = 1 gift per household, which is what they chose. Title-
   cases the address with French article rules (de / du / la / aux
   stay lowercase, 1re / 2e ordinals stay lowercase too).

4. README.md — end-to-end usage with the actual SMTP env vars from
   /opt/targo-hub/.env and the matching strategy decision matrix.

Validated end-to-end with a 5-row dry run: matching works, accents
preserved (Amélie, Geneviève, Marc-André), {{firstname}} interpolates,
gift URLs land in the rendered button href, address shows in the
contextual footer line. Previews written to disk for visual QA.

NOT in this MVP (out of scope, can come next if we end up running
gift campaigns regularly):
  - No persistence to ERPNext doctype (no Gift Campaign / Recipient
    records — pure CLI, results CSV is the audit trail)
  - No click-tracking redirect (the gift_url goes verbatim to the
    recipient; Giftbit's own API/dashboard reports redemption status,
    which is the more relevant signal than "clicked the link")
  - No ops UI page (CLI is fine for one-shot; if this becomes regular
    we wrap it in services/targo-hub/lib/gift-campaign.js + a Vue page)
2026-05-21 15:51:01 -04:00

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Markdown

# Gift Campaign — Personalized French email sender
One-shot tool to send Giftbit gift cards to a list of contacts with a branded
French email, bypassing Giftbit's English-only built-in delivery.
## How it works
1. You generate the gifts in Giftbit (UI or API) and export/receive a CSV
containing one `gift_url` per recipient (one of the standard Giftbit
column names: `gift_url`, `gift_link`, `url`, `link`, `redemption_url`).
2. You produce a CSV of contacts with columns
`firstname, lastname, email, description`. The repo has a Python helper
for this — see how `giftbit-contacts-A-first-email.csv` was generated.
3. This script matches the two CSVs (by row order, the default) and sends
one personalized French email per recipient via Mailjet SMTP.
4. A `results-<timestamp>.csv` is written next to the script with per-row
`status` (`sent` / `failed` / `dry-run`), error message, and timestamp.
The Giftbit redemption landing page (where the recipient picks a brand) is
controlled by Giftbit — set the campaign language to `fr-CA` in their UI
or via their API so the page itself is French.
## Setup
```bash
cd scripts/campaigns
npm init -y # one-time, creates package.json
npm install nodemailer # the only dependency
```
## Dry run (no emails sent, HTML written for preview)
```bash
node send_gift_campaign.js \
--gifts /path/to/giftbit-gifts.csv \
--contacts /path/to/giftbit-contacts-A-first-email.csv \
--template ./templates/gift-email-fr.html \
--subject "🎁 Un cadeau pour vous, de la part de Gigafibre" \
--amount "50 $" \
--expiry "31 décembre 2026" \
--from "Gigafibre <noreply@gigafibre.ca>" \
--dry-run
```
A `preview-YYYY-MM-DD-HH-MM/` directory will be created with one HTML
file per recipient (numbered + email-suffixed). Open a few in a browser
to validate the rendering on real data, then drop the `--dry-run` flag
to actually send.
## Live send
```bash
# Pull SMTP creds from the hub env (same Mailjet account as ERPNext)
source <(ssh root@96.125.196.67 'grep -E "^SMTP_" /opt/targo-hub/.env' | sed 's/^/export /')
node send_gift_campaign.js \
--gifts /path/to/giftbit-gifts.csv \
--contacts /path/to/giftbit-contacts-A-first-email.csv \
--template ./templates/gift-email-fr.html \
--subject "🎁 Un cadeau pour vous, de la part de Gigafibre" \
--amount "50 $" \
--expiry "31 décembre 2026" \
--from "Gigafibre <noreply@gigafibre.ca>" \
--smtp-host in-v3.mailjet.com --smtp-port 587 \
--smtp-user "$SMTP_USER" --smtp-pass "$SMTP_PASS" \
--throttle-ms 600
```
`--throttle-ms 600` = roughly 100 emails/minute, safely below the Mailjet
free-plan ceiling of ~120/min. Adjust upward to 250 ms if you're on a
paid Mailjet plan.
## Matching strategies
| `--match-by` | Behaviour |
| --- | --- |
| `row` (default) | Line N of the gifts CSV pairs with line N of the contacts CSV. Use when Giftbit issued the gifts in the same order as your contacts. |
| `email` | Join by `email` column present in both CSVs. Use when Giftbit included emails in their export (more robust to ordering mistakes). |
## Template variables
The HTML template at `templates/gift-email-fr.html` uses `{{var}}` syntax.
Variables resolved at send time:
| Variable | Source |
| --- | --- |
| `{{firstname}}` | contacts CSV `firstname` column (falls back to "cher client") |
| `{{lastname}}` | contacts CSV `lastname` |
| `{{email}}` | contacts CSV `email` |
| `{{description}}` | contacts CSV `description` (we put the service address there) |
| `{{gift_url}}` | matched from the gifts CSV |
| `{{amount}}` | `--amount` CLI flag (e.g. `"50 $"`) |
| `{{expiry}}` | `--expiry` CLI flag (e.g. `"31 décembre 2026"`) |
The template uses a vintage `{{#expiry}} ... {{/expiry}}` block for the
optional expiry line — currently rendered as plain text (the script's
simple `{{var}}` renderer doesn't strip the tags). If you don't want the
expiry sentence, edit the template directly to remove that block.
## Source data — the two CSVs
### Contacts (what we send to)
Generated from a service-address selection by `scripts/campaigns/contacts_from_legacy.py`
(or by hand). One row per recipient:
```csv
firstname,lastname,email,description
Marc-André,Boileau,boileau.marcandre@gmail.com,15 Rue des Hirondelles
Maryse,Roy,roy.maryse@hotmail.com,32 Rue des Hirondelles
```
### Gifts (output from Giftbit)
Whatever shape Giftbit gives you. The script auto-detects the URL column
from the common naming conventions. Typically:
```csv
gift_id,gift_url,amount
gb_abc123,https://app.giftbit.com/g/x7K2N9...,5000
gb_def456,https://app.giftbit.com/g/p2H8M4...,5000
```
## After sending
Check `results-<timestamp>.csv`:
- `status=sent` rows landed in Mailjet's outbound queue (delivery to the
recipient's mailbox is not guaranteed — see Mailjet console for bounces).
- `status=failed` rows have the SMTP error in the `error` column. Common
causes: malformed email address, hard bounce from a stale legacy email.
- Re-run only the failed rows by filtering the results CSV and feeding it
back through the script.
## What's NOT in this script (intentional MVP scope)
- No persistence to ERPNext doctype (no `Gift Campaign` records created)
- No click tracking — the `gift_url` is included verbatim. Giftbit gives
you redemption status via their own API/dashboard.
- No ops UI — pure CLI. If we end up running gift campaigns regularly,
wrap this in a `services/targo-hub/lib/gift-campaign.js` endpoint and
add a page in ops. For now, one-shot CLI is sufficient.