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Add email samples into the User Guide and link to them

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描述

Ruby for Good 2026 DC stale

Summary

We send several different emails, let's give Bank Organizations previews!

Background references, notes

We send a variety of emails, including some that can be customized and ones that can be enable/disabled. For each of these it'd be good to show a sample of what this email will look like.

For each email we send:

  • From the place where that email is configured or sent
  • Link to the User Guide with a pre-created sample of what the email looks like
  • If there is an enable/disable option, place the link near that option
  • For example, when creating a partner we ask "Do you want this partner to receive emails for distributions and reminders from the system?". Add a link to the User Guide next to that which shows what the email will look like in general
  • For each email, trigger the email in your development environment locally and copy/paste that into the User Guide
  • Optional/Experimental: Write a script that generates a page (or pages) in the User Guide with the emails; consider triggering a PR-create process from a github action
Image

Criteria for completion / testing needs

  • Enumerate email sends
  • For each email ensure the User Guide has a sample output of the email
  • For each email link to the User Guide from where the email is configured or sent
  • Add a request spec that verifies that the links work (are not dead)
主要语言
Ruby
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