Create new product triggers to enable additional Welcome Email sends to free signups + invited users

Summary

We do not currently send 'Welcome Emails' to new free signups or invited users. Welcome emails confirm that a user has signed up for a service/product. They also provide an opportunity for us to include helpful information to get started.

Current State

We only send Welcome emails to those that go through the Trial Registration flow.

Screenshot_2023-05-15_at_7.55.45_AM

For Free signups (business + personal) we only send the access email

Screenshot_2023-05-15_at_7.54.44_AM

For invited users we only sent the "invited email"

Screenshot_2023-05-15_at_7.54.19_AM

Future State

We want to be able to send a welcome email to the following:

  1. Free Business Signups
  2. Free Personal Signups
    • this would require sending a lead down this path in the background which would then hit this path on customersDot to generate the entry in workato as desired for Iterable
  3. Invited users
    • New user only. Do not include someone who is an existing GitLab user.
    • this would require sending a lead down this path in the background which would then hit this path on customersDot to generate the entry in workato as desired for Iterable during the user's signup.

Request

@MihaiConteanu - For cases 2 and 3 we do not have the triggers necessary to send an email. We would need a request sent from CDot that we can use in Iterable to trigger the email send.

For case two, it would mean modifying the current request that sends signups to include free personal users as well.

Send with Product Interaction value of:

  • Invited User for invites
  • Personal SaaS Registration for others

There is a CDot feature flag for a service built in to send trials and SaaS business registrations to Workato.

Edited by Doug Stull