User Onboarding

A sequence of user onboarding automations that are performed as a background job are included.

The following emails are sent to a new user:

  1. Verification email

  2. Verification reminder after 1 day if not verified

  3. Welcome email when verification is completed

  4. Subscription plan selected

  5. Trial expires in 3 days

  6. Trial has expired and account was upgraded

Starting The Onboarding Worker

There is a background job worker that runs the onboarding flow once every day at 12:05pm London time. You can adjust this inside the config by changing worker_schedule.onboarding.

This flow performs 3 tasks out-of-the-box:

  1. Gets a list of active trials from Stripe and sends an email to those expiring in 3 days from today.

  2. Gets a list of trials from Stripe that expire today and notifies the user they have been upgraded to the paid plan they selected.

  3. Gets a list of new accounts created yesterday that are still unverified and sends the user a reminder email.

Ensure the background worker is running and then execute the start script to begin the daily CRON job.

node worker/onboarding // start the background job worker
node worker/onboarding/start // start the daily cron queue

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