Website: add automated MDM nurture emails (#20760)

Changes:
- Added three new emails for MDM-focused users who are psystage 3, 4
,and 5.
- Added a new email layout
- Added a script to send nurture emails to users with an MDM primary
buying situation who signed up after 2024-07-22 that
   - have been in psychological stage 3 for 24 hours
   - have been in psychological stage 4 for 24 hours
   - have been in psychological stage 5 for six weeks
- Updated the USer model to have. four new attributes:
   - `psychologicalStageLastChangedAt`
   - `stageThreeNurtureEmailSentAt`
   - `stageFourNurtureEmailSentAt`
   - `stageFiveNurtureEmailSentAt`
- Added a new custom config variable
`sails.config.custom.contactEmailForNutureEmails`

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 = {

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;

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.'
+    },
+
+
     //  ╔═╗╔╦╗╔╗ ╔═╗╔╦╗╔═╗
     //  ║╣ ║║║╠╩╗║╣  ║║╚═╗
     //  ╚═╝╩ ╩╚═╝╚═╝═╩╝╚═╝

website/config/custom.js

@@ -390,6 +390,11 @@ module.exports.custom = {
   // customerWorkspaceOneOauthSecret: '…',
   // customerMigrationWebhookSecret: '…',
 
+  // For nurture emails:
+  // contactEmailForNutureEmails: '…',
+  // activityCaptureEmailForNutureEmails: '…',
+  // contactNameForNurtureEmails: '…',
+
   // Deal registration form
   // dealRegistrationContactEmailAddress: '…',
 

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,
+    });
+
+  }
+
+
+};
+

website/views/emails/email-nurture-stage-five.ejs

@@ -0,0 +1,6 @@
+<% /* Note: This is injected into `views/layouts/layout-nurture-email.ejs` */ %>
+<div style="padding: 0px 0px 0px 0px">
+  <p style=" font-size: 16px; line-height: 24px; margin-bottom: 24px; margin-top: 0px">Hi <%- firstName %>,</p>
+  <p style=" font-size: 16px; line-height: 24px; margin-bottom: 48px; margin-top: 0px">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: <a style="color: #6A67FE; text-decoration: none; word-break: break-word;" href="https://calendly.com/fleetdm/chat" target="_blank">https://calendly.com/fleetdm/chat</a></p>
+
+</div>

website/views/emails/email-nurture-stage-four.ejs

@@ -0,0 +1,6 @@
+<% /* Note: This is injected into `views/layouts/layout-nurture-email.ejs` */ %>
+<div style="padding: 0px 0px 0px 0px">
+  <p style=" font-size: 16px; line-height: 24px; margin-bottom: 24px; margin-top: 0px">Hi <%- firstName %>,</p>
+  <p style=" font-size: 16px; line-height: 24px; margin-bottom: 48px; margin-top: 0px">There’s never a good time to migrate your MDM, but Fleet makes it easier. Here’s what the deployment process looks like: <a style="color: #6A67FE; text-decoration: none; word-break: break-word;" href="https://fleetdm.com/docs/deploy/deploy-fleet" target="_blank">https://fleetdm.com/docs/deploy/deploy-fleet</a></p>
+
+</div>

website/views/emails/email-nurture-stage-three.ejs

@@ -0,0 +1,7 @@
+<% /* Note: This is injected into `views/layouts/layout-nurture-email.ejs` */ %>
+<div style="padding: 0px 0px 0px 0px">
+  <p style=" font-size: 16px; line-height: 24px; margin-bottom: 24px; margin-top: 0px">Hi <%- firstName %>,</p>
+  <p style=" font-size: 16px; line-height: 24px; margin-bottom: 24px; margin-top: 0px">We noticed that you were checking out Fleet recently. What did you think?</p>
+  <p style=" font-size: 16px; line-height: 24px; margin-bottom: 48px; margin-top: 0px">PS. One of our founders is holding a small group call this Friday to help folks get set up. Feel free to join us: <a style="color: #6A67FE; text-decoration: none; word-break: break-word;" href="https://calendly.com/fleetdm/chat" target="_blank">https://calendly.com/fleetdm/chat</a></p>
+
+</div>

website/views/layouts/layout-nurture-email.ejs

@@ -0,0 +1,22 @@
+<% /* Default layout for email templates */ %>
+<div style="width: 100%; max-width: 600px; font-family: 'Inter','Helvetica','arial', sans-serif; box-sizing: border-box; padding: 0; margin: auto; border-radius: 8px; border: 1px solid #E2E4EA; background: #FFF;">
+    <div style="background: transparent; text-align: left;">
+      <a href="https://fleetdm.com"><img style="display: inline-block; width: 100%; max-width: 100%; border-top-left-radius: 8px; border-top-right-radius: 8px;" alt="Logo" src="<%= url.resolve(sails.config.custom.baseUrl,'images/email-header-959x452@2x.png')%>"/></a>
+    </div>
+  <div style="color: #192147; font-size: 16px; box-sizing: border-box; padding: 32px; width: 100%; max-width: 600px; margin-left: auto; margin-right: auto;">
+    <div>
+      <%- body %>
+      <hr style="color: #E2E4EA;"/>
+      <div style="display:  inline-flex; padding-top: 32px;">
+        <a href="https://fleetdm.com/slack" target="_blank"><img style="height: 20px; width: 20px; margin-right: 24px;" alt="Join the osquery Slack community" src="<%= url.resolve(sails.config.custom.baseUrl,'images/logo-slack-dark-20x20@2x.png')%>"></a>
+        <a href="https://github.com/fleetdm/fleet" target="_blank"><img style="height: 20px; width: 20px; margin-right: 24px;" alt="View Fleet's GitHub repo" src="<%= url.resolve(sails.config.custom.baseUrl,'images/logo-github-dark-24x24@2x.png')%>"></a>
+        <a href="https://fleetdm.com/slack" target="_blank"><img style="height: 20px; width: 20px; margin-right: 24px;" alt="Conenct with Fleet on LinkedIn" src="<%= url.resolve(sails.config.custom.baseUrl,'images/logo-linkedin-24x24@2x.png')%>"></a>
+        <a href="https://twitter.com/fleetctl" target="_blank"><img style="height: 20px; width: 24px; margin-right: 24px;" alt="Follow Fleet on Twitter" src="<%= url.resolve(sails.config.custom.baseUrl,'images/logo-x-24x24@2x.png')%>"></a>
+        <a href="https://www.youtube.com/channel/UCZyoqZ4exJvoibmTKJrQ-dQ" target="_blank"><img style="width: 20px; margin-top: 3px; margin-right: 24px;" alt="Watch Fleet's Youtube videos" src="<%= url.resolve(sails.config.custom.baseUrl,'images/logo-youtube-29x20@2x.png')%>"></a>
+      </div>
+      <div style="text-align: left; padding-top: 15px; font-size: 12px; color: #3E4771;">
+        <p>© <%= (new Date()).getFullYear() %> Fleet Inc.<br> All trademarks are the property of their respective owners.</p>
+      </div>
+    </div>
+  </div>
+</div>