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.
For Free signups (business + personal) we only send the access email
For invited users we only sent the "invited email"
Future State
We want to be able to send a welcome email to the following:
- Free Business Signups
- this is currently already triggered in the CompanyController
- Free Personal Signups
- Invited users
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.