[Org] Onboarding welcome emails

[garyhtou]

@leowilkin is working on sending "welcome" emails to users who have just been onboarded. Here's a draft he sent me:

---

@leowilkin, go ahead and create an Event::OnboardingMailer. I'll then help with the scheduling of these emails.

You can get Rails to do most of the work for you by running:

bin/rails g mailer event/onboarding

It'll generate these files:

      create  app/mailers/event/onboarding_mailer.rb
      invoke  erb
      create    app/views/event/onboarding_mailer
      create    app/views/layouts/event/mailer.text.erb
      create    app/views/layouts/event/mailer.html.erb

• You can delete app/views/layouts/event/mailer.text.erb
• In app/views/layouts/event/mailer.html.erb, get rid of the HTMl shell and just put in the body of your email. Our mailer layout will handle the HTML shell.

[leowilkin]

If anyone wants to help me with this, would be appreciated! I have little to no idea what I'm doing, and absolutely no idea how to test this :)

[leowilkin]

I guess things I need help with:

• Making sure they're formatted correctly
• How/what nomenclature do I use for the second email?
• How do I put variables, like name, org name, and slug into the body?
• How do I test this? Thanks!!

[ajhalili2006]

I am more of a TypeScript backend dev than a Ruby on Rails dev, but I could help with email debugging on local dev/Codespaces regarding templating, but right now I am currently cooked at school. (Subscribing to this issue by the way for tracking process)

[sampoder]

Making sure they're formatted correctly How do I test this?

https://guides.rubyonrails.org/action_mailer_basics.html#previewing-and-testing-mailers

How do I put variables, like name, org name, and slug into the body?

https://www.puppet.com/docs/puppet/5.5/lang_template_erb

Just make sure you declare your variables as instance variables (they begin with @), eg. @event

[skyfallwastaken]

Small suggestion: IMO the email looks quite generic with the email layout, might be worth making it a text-only email instead? (Without the header/footer)

Also would be worth making the from name/address the name/email address of the person doing the onboarding (although I’m not sure how feasible this is)

[sampoder]

Also would be worth making the from name/address the name/email address of the person doing the onboarding (although I’m not sure how feasible this is)

This is very do-able, you set the from parameter

[leowilkin]

@garyhtou is there anything I can do from my end to get this closer to prod? I appreciate you'll be a bit busy with the new flow & Mel.

[garyhtou]

Thanks @leowilkin! I have @rluodev helping out a bit. I'll finish this up next week.

[garyhtou]

Update: Originally, there are supposed to be two emails. The first being "Get started on HCB". the second being "how to build a website".

After talking with Mel, we're dropping the "how to build a website" email.

[garyhtou]

This was largely handled by the combination of:

• https://github.com/hackclub/hcb/pull/10933
• and our "please sign the contract" email

Are there any changes we'd like to make to the current system? Or are we satisfied for the time being?

[leowilkin]

@Luke-Oldenburg would be amazing if you could take this, and maybe work with @alexdevz to make a video that gets sent out once an organization is activated/person acceps invite with a Loom style v. short onboarding & highlight the key features of HCB?

Edit: like this, but for features! https://youtu.be/QTwhJy7nT_w

[leowilkin]

Would it be cool if we did something like this, @garyhtou: https://www.moxo.com/lp/client-onboarding

[leowilkin]

make a video that gets sent out once an organization is activated/person acceps invite with a Loom style v. short onboarding & highlight the key features of HCB?

Edit: like this, but for features! youtu.be/QTwhJy7nT_w

I don't mind doing this for continuity from the initial videos!