Create SaaS new purchase mailer for self-serve customers
Background
Today, we have a customer mailer that sends when a customer purchases a new GitLab.com subscription through sales that provides detailed instructions on how to link their new subscription to a Namespace. However, when a customer purchases a GitLab.com subscription via self-service, they are prompted to create/select a Namespace during the purchase flow. Once their purchase is completed, no confirmation mailer is sent.
Proposal
Establish a new mailer that sends to net new customers purchasing a GitLab.com subscription through self-service.
Proposed Template
Hi Courtney👋
Thanks for your GitLab purchase! We appreciate your loyalty as a GitLab customer!
Your purchase will be automatically applied to your namespace on the start date listed below. Here are the details of your purchase:
1. `product name`
2. `term start date`
2. `term end date`
3. `quantity`
If you require any assistance, contact GitLab support.
Thanks,
The GitLab Team
Technical Requirements
- Send this mailer when:
- Purchase is of a net New SaaS Subscription (amendment type =
NEW_SUBSCRIPTION
) - Purchase was completed via web store/self-service (and thus Namespace is already linked/associated with this purchase)
- Purchase is of a net New SaaS Subscription (amendment type =
- Ensure the newer version of the template design is used, consistent with the current New Subscription SaaS purchase email
Result
These customers receive confirmation of purchase.
Edited by Courtney Meddaugh