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Configuring Jumpstart to send a welcome sequence w/ Heya

Jumpstart + Heya

This creates a 4-part email series to welcome users who sign up for your Jumpstart app. The first email is sent immediately, and the following emails are sent 2 days apart.

This guide assumes you meet Jumpstart's requirements.

  • In a new terminal, run the following:

    export DISABLE_SPRING=1
    rails new jumpstart -d postgresql -m https://raw.githubusercontent.com/excid3/jumpstart/master/template.rb
    cd jumpstart
    bundle add heya maildown
    rails generate heya:install
    rails db:migrate
    rails generate heya:campaign Onboarding welcome:0 getting_started extending_jumpstart jumpstart_pro
  • Add the following to the end of app/models/user.rb:

    after_create_commit do
      OnboardingCampaign.add(self)
    end
  • Configure MailCatcher (optional):

    # config/environments/development.rb
    Rails.application.configure do
      # ..
    
      # Use MailCatcher to inspect emails
      # http://mailcatcher.me
      # Usage:
      #   gem install mailcatcher
      #   mailcatcher
      #   # => Starting MailCatcher
      #   # => ==> smtp://127.0.0.1:1025
      #   # => ==> http://127.0.0.1:1080
      config.action_mailer.delivery_method = :smtp
      config.action_mailer.smtp_settings = {host: "localhost", port: 1025}
    end
    
  • Update Procfile.dev:

    web: bundle exec rails server
    - worker: bundle exec sidekiq
    + worker: bundle exec sidekiq -q default -q heya
    webpack: bundle exec bin/webpack-dev-server
  • Run the servers:

    mailcatcher
    foreman start
  • Open these tabs:

  • Sign up for an account: http://localhost:5000/users/sign_up

You should see the welcome email in MailCatcher. To send the next 3 emails, run rails heya:scheduler periodically (the emails are sent every 2 days by default, unless you customize it).

@excid3
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excid3 commented Apr 23, 2020

😍 This is so easy. Can't wait to try it. Might save me almost $200/mo from my current email automation setup.

@joshuap
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joshuap commented Apr 23, 2020

🎉

@swagner2
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swagner2 commented Dec 9, 2021

Implemented this today. Thank you.

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