Create offline license renewal mailer
Background
The creation of this mailer is part of a broader effort to streamline our provision emails. Full details on this effort can be found in https://gitlab.com/gitlab-org/fulfillment-meta/-/issues/1023.
Problem
Today, Offline customers receive the same new purchase email no matter if they are purchasing a new subscription, renewing an existing, or simply adding a few seats. This is not a great customer experience, especially given how "new purchase" oriented the current email is.
Proposal
Similar to what was done in https://gitlab.com/gitlab-org/customers-gitlab-com/-/issues/4542 for Cloud Licensing SM customers, setup a new mailer for renewing SM Offline customers that:
- Provides a confirmation to customers that their subscription renewal was successful along with the Offline license key needed to apply this to their instance.
- Gives the customer the option to activate with an activation code if desired.
Add the new mailer to the mailers doc.
Proposed Template
Current new Offline mailer for reference: https://gitlab.com/gitlab-org/customers-gitlab-com/-/tree/main/app/views/offline_license_mailer
Hi Courtney👋
Thanks for your GitLab Self Managed renewal! We appreciate your loyalty as a GitLab customer!
You can find the details of your Offline license below:
Name <%= @license.name %>
Company <%= @license.company %>
Email <%= @license.email %>
Starts <%= @license.starts_at %>
Expires <%= license_expires_at(@license) %>
User limit <%= license_users_count(@license) %>
### Activate your self-managed instance
After you download and install GitLab 15.0 and later
(see https://docs.gitlab.com/ee/install/), add your license key to your GitLab instance to activate.
* How do I activate GitLab?
https://docs.gitlab.com/ee/user/admin_area/license_file.html
* How do I upgrade to 15.0 and later?
https://docs.gitlab.com/ee/update/
* You can also download your license from the GitLab Customers Portal at
https://customers.gitlab.com/
<% unless @skip_sensitive_info %>
License key:
<%= @license.license_file %>
<% end %>
### Automatically sync your subscription data
If you activate your instance with a license key, you can't connect to GitLab servers and must manually share license utilization data with GitLab on a regular basis. You will also have to request new license keys to update your subscription. To automate this process, you can use an activation code to automatically sync subscription data with your instance.
Learn how to activate your instance with an activation code (<%= @activation_code unless @skip_sensitive_info %>) at https://docs.gitlab.com/ee/user/admin_area/license.html#activate-gitlab-ee-with-an-activation-code. To use an activation code, you must have GitLab 14.1 and later, and your instance must be connected to the internet.
### Having issues? Need support?
* Your purchase entitles you to support. Open a support ticket for assistance:
<%= gitlab_support_url(:licensing_and_renewals)%>
For the best service, please set up your authorized support contacts in advance:
https://about.gitlab.com/support/portal/#first-time-reaching-support
* Review our documentation for additional information:
https://docs.gitlab.com/ee/subscriptions/self_managed/
### Subscription Agreement
Unless otherwise agreed to in writing with GitLab,
by activating you agree that your use of GitLab Software is subject to the Subscription Agreement,
updated from time to time, at https://about.gitlab.com/terms/#subscription
If you have other questions or concerns, please contact us at https://about.gitlab.com/contact/
Thank you again for your purchase!
Thanks,
The GitLab Team
Note: keep the existing link to GitLab Support (https://about.gitlab.com/support/#contact-support) in the last line.
Technical Requirements
- Send these mailers for all subscription updates when:
- Purchase is of a Self Managed subscription
-
TurnOnCloudLicensing
=Offline
- Amendment Type =
Renewal
- Update logic to send the correct mailers based on subscription type (Renewal, Amendment, New Subscription)
- Ensure the newer version of the template design is used, consistent with the current New Subscription SaaS purchase email
Result
- Customer receives an email confirmation when an Offline Self-Managed is completed that clearly outlines a renewal occurred.