diff --git a/website/api/controllers/admin/view-email-template-preview.js b/website/api/controllers/admin/view-email-template-preview.js
index 4fa8a9694e..5692353463 100644
--- a/website/api/controllers/admin/view-email-template-preview.js
+++ b/website/api/controllers/admin/view-email-template-preview.js
@@ -114,6 +114,24 @@ module.exports = {
layout = 'layout-email';
fakeData = {};
break;
+ case 'email-nurture-stage-three':
+ layout = 'layout-nurture-email';
+ fakeData = {
+ firstName: 'Sage'
+ };
+ break;
+ case 'email-nurture-stage-four':
+ layout = 'layout-nurture-email';
+ fakeData = {
+ firstName: 'Sage'
+ };
+ break;
+ case 'email-nurture-stage-five':
+ layout = 'layout-nurture-email';
+ fakeData = {
+ firstName: 'Sage'
+ };
+ break;
case 'email-deal-registration':
layout = 'layout-email';
fakeData = {
diff --git a/website/api/controllers/save-questionnaire-progress.js b/website/api/controllers/save-questionnaire-progress.js
index efbf8e1a3e..4f7b3a2922 100644
--- a/website/api/controllers/save-questionnaire-progress.js
+++ b/website/api/controllers/save-questionnaire-progress.js
@@ -116,6 +116,7 @@ module.exports = {
// - nothing » No change (Stage ??)
let psychologicalStage = userRecord.psychologicalStage;
+ let psychologicalStageLastChangedAt = userRecord.psychologicalStageLastChangedAt;
// Get the value of the submitted formData, we do this so we only need to check one variable, instead of (formData.attribute === 'foo');
let valueFromFormData = _.values(formData)[0];
if(currentStep === 'start') {
@@ -211,6 +212,8 @@ module.exports = {
// Only update CRM records if the user's psychological stage changes.
if(psychologicalStage !== userRecord.psychologicalStage) {
+ // Update the psychologicalStageLastChangedAt timestamp if the user's psychological stage
+ psychologicalStageLastChangedAt = Date.now();
sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
emailAddress: this.req.me.emailAddress,
firstName: this.req.me.firstName,
@@ -236,7 +239,8 @@ module.exports = {
.set({
getStartedQuestionnaireAnswers: questionnaireProgress,
lastSubmittedGetStartedQuestionnaireStep: currentStep,
- psychologicalStage
+ psychologicalStage,
+ psychologicalStageLastChangedAt,
});
// Return the JSON dictionary of form data submitted by this user.
return getStartedProgress;
diff --git a/website/api/models/User.js b/website/api/models/User.js
index 80f39ec3e5..72b603338d 100644
--- a/website/api/models/User.js
+++ b/website/api/models/User.js
@@ -240,6 +240,28 @@ without necessarily having a billing card.`
defaultsTo: '2 - Aware'
},
+ psychologicalStageLastChangedAt: {
+ type: 'number',
+ description: 'A JS timestamp of when this user\'s psychological stage changed.',
+ extendedDescription: 'Used when deciding whether or not to send a nuture email to this user',
+ },
+
+ stageThreeNurtureEmailSentAt: {
+ type: 'number',
+ description: 'A JS timestamp of when the stage 3 nurture email was sent to the user.'
+ },
+
+ stageFourNurtureEmailSentAt: {
+ type: 'number',
+ description: 'A JS timestamp of when the stage 4 nurture email was sent to the user.'
+ },
+
+ stageFiveNurtureEmailSentAt: {
+ type: 'number',
+ description: 'A JS timestamp of when the stage 5 nurture email was sent to the user.'
+ },
+
+
// ╔═╗╔╦╗╔╗ ╔═╗╔╦╗╔═╗
// ║╣ ║║║╠╩╗║╣ ║║╚═╗
// ╚═╝╩ ╩╚═╝╚═╝═╩╝╚═╝
diff --git a/website/assets/images/email-header-959x452@2x.png b/website/assets/images/email-header-959x452@2x.png
new file mode 100644
index 0000000000..56cbe19b56
Binary files /dev/null and b/website/assets/images/email-header-959x452@2x.png differ
diff --git a/website/config/custom.js b/website/config/custom.js
index f2b4f7c164..ea67c02aef 100644
--- a/website/config/custom.js
+++ b/website/config/custom.js
@@ -390,6 +390,11 @@ module.exports.custom = {
// customerWorkspaceOneOauthSecret: '…',
// customerMigrationWebhookSecret: '…',
+ // For nurture emails:
+ // contactEmailForNutureEmails: '…',
+ // activityCaptureEmailForNutureEmails: '…',
+ // contactNameForNurtureEmails: '…',
+
// Deal registration form
// dealRegistrationContactEmailAddress: '…',
diff --git a/website/scripts/deliver-nurture-emails.js b/website/scripts/deliver-nurture-emails.js
new file mode 100644
index 0000000000..5a60804b5e
--- /dev/null
+++ b/website/scripts/deliver-nurture-emails.js
@@ -0,0 +1,128 @@
+module.exports = {
+
+
+ friendlyName: 'Deliver nurture emails',
+
+
+ description: 'Sends nurture emails to users who have been at psychological stage 3 & 4 for more than a day, and users who have been stage five for six weeks.',
+
+
+ fn: async function () {
+
+ sails.log('Running custom shell script... (`sails run deliver-nurture-emails`)');
+
+ let nowAt = Date.now();
+ let nurtureCampaignStartedAt = new Date('07-22-2024').getTime();
+ let oneHourAgoAt = nowAt - (1000 * 60 * 60);
+ let oneDayAgoAt = nowAt - (1000 * 60 * 60);
+ let sixWeeksAgoAt = nowAt - (1000 * 60 * 60 * 24 * 7 * 6);
+ // Find user records that are over an hour old that were created after July 22nd.
+ let usersWithMdmBuyingSituation = await User.find({
+ primaryBuyingSituation: 'mdm',
+ createdAt: {
+ '>=': nurtureCampaignStartedAt,
+ '<=': oneHourAgoAt,
+ },
+ });
+
+ // Only send emails to stage 3 users who have not received a nurture email for this stage, and that have been stage 3 for at least one day.
+ let stageThreeMdmFocusedUsersWhoHaveNotReceivedAnEmail = _.filter(usersWithMdmBuyingSituation, (user)=>{
+ return user.stageThreeNurtureEmailSentAt === 0
+ && user.psychologicalStage === '3 - Intrigued';
+ });
+
+ // Only send emails to stage 4 users who have not received a a nurture email for this stage, and that have been stage 4 for at least one day.
+ let stageFourMdmFocusedUsersWhoHaveNotReceivedAnEmail = _.filter(usersWithMdmBuyingSituation, (user)=>{
+ return user.stageFourNurtureEmailSentAt === 0
+ && user.psychologicalStage === '4 - Has use case';
+ });
+
+ // Only send emails to stage 5 users who have not received a nurture email for this stage, and that have been stage 5 for at least six weeks.
+ let stageFiveMdmFocusedUsersWhoHaveNotReceivedAnEmail = _.filter(usersWithMdmBuyingSituation, (user)=>{
+ return user.stageFiveNurtureEmailSentAt === 0
+ && user.psychologicalStage === '5 - Personally confident';
+ });
+
+ for(let user of stageThreeMdmFocusedUsersWhoHaveNotReceivedAnEmail) {
+ if(user.psychologicalStageLastChangedAt > oneDayAgoAt) {
+ continue;
+ } else {
+ await sails.helpers.sendTemplateEmail.with({
+ template: 'email-nurture-stage-three',
+ layout: 'layout-nurture-email',
+ templateData: {
+ firstName: user.firstName
+ },
+ to: user.emailAddress,
+ toName: `${user.firstName} ${user.lastName}`,
+ subject: 'Was it any good?',
+ bcc: [sails.config.custom.activityCaptureEmailForNutureEmails],
+ from: sails.config.custom.contactEmailForNutureEmails,
+ fromName: sails.config.custom.contactNameForNurtureEmails,
+ ensureAck: true,
+ });
+ }
+ }
+
+ await User.update({id: {in: _.pluck(stageThreeMdmFocusedUsersWhoHaveNotReceivedAnEmail, 'id')}})
+ .set({
+ stageThreeNurtureEmailSentAt: nowAt,
+ });
+
+ for(let user of stageFourMdmFocusedUsersWhoHaveNotReceivedAnEmail) {
+ if(user.psychologicalStageLastChangedAt > oneDayAgoAt) {
+ continue;
+ } else {
+ await sails.helpers.sendTemplateEmail.with({
+ template: 'email-nurture-stage-four',
+ layout: 'layout-nurture-email',
+ templateData: {
+ firstName: user.firstName
+ },
+ to: user.emailAddress,
+ toName: `${user.firstName} ${user.lastName}`,
+ subject: 'Deploy open-source MDM',
+ bcc: [sails.config.custom.activityCaptureEmailForNutureEmails],
+ from: sails.config.custom.contactEmailForNutureEmails,
+ fromName: sails.config.custom.contactNameForNurtureEmails,
+ ensureAck: true,
+ });
+ }
+ }
+
+ await User.update({id: {in: _.pluck(stageFourMdmFocusedUsersWhoHaveNotReceivedAnEmail, 'id')}})
+ .set({
+ stageFourNurtureEmailSentAt: nowAt,
+ });
+
+ for(let user of stageFiveMdmFocusedUsersWhoHaveNotReceivedAnEmail) {
+ if(user.psychologicalStageLastChangedAt > sixWeeksAgoAt) {
+ continue;
+ } else {
+ await sails.helpers.sendTemplateEmail.with({
+ template: 'email-nurture-stage-five',
+ layout: 'layout-nurture-email',
+ templateData: {
+ firstName: user.firstName
+ },
+ to: user.emailAddress,
+ toName: `${user.firstName} ${user.lastName}`,
+ subject: 'Update',
+ bcc: [sails.config.custom.activityCaptureEmailForNutureEmails],
+ from: sails.config.custom.contactEmailForNutureEmails,
+ fromName: sails.config.custom.contactNameForNurtureEmails,
+ ensureAck: true,
+ });
+ }
+ }
+
+ await User.update({id: {in: _.pluck(stageFiveMdmFocusedUsersWhoHaveNotReceivedAnEmail, 'id')}})
+ .set({
+ stageFiveNurtureEmailSentAt: nowAt,
+ });
+
+ }
+
+
+};
+
diff --git a/website/views/emails/email-nurture-stage-five.ejs b/website/views/emails/email-nurture-stage-five.ejs
new file mode 100644
index 0000000000..a7f912fd37
--- /dev/null
+++ b/website/views/emails/email-nurture-stage-five.ejs
@@ -0,0 +1,6 @@
+<% /* Note: This is injected into `views/layouts/layout-nurture-email.ejs` */ %>
+
+
Hi <%- firstName %>,
+
There’s been some big updates to Fleet and the roadmap. One of our founders is holding a small group call this Friday to help folks get set up. Feel free to join us: https://calendly.com/fleetdm/chat
+
+
+
Hi <%- firstName %>,
+
We noticed that you were checking out Fleet recently. What did you think?
+
PS. One of our founders is holding a small group call this Friday to help folks get set up. Feel free to join us: https://calendly.com/fleetdm/chat
+
+
+
+
%>)
+
+
+
+ <%- body %>
+
+
+
+
© <%= (new Date()).getFullYear() %> Fleet Inc.
All trademarks are the property of their respective owners.
+
+
+
+
%>)
+ %>)
+ %>)
+ %>)
+ %>)
+