feat(email): send onboarding followup email 3 days after signup (#3906)

waleedlatif1 · web-flow · commit b0c0ee29a8d7 · 2026-04-02T18:08:14.000-07:00
* feat(email): send onboarding followup email 3 days after signup

* fix(email): add trigger guard, idempotency key, and shared task ID constant

* fix(email): increase onboarding followup delay from 3 to 5 days
diff --git a/apps/sim/background/lifecycle-email.ts b/apps/sim/background/lifecycle-email.ts
@@ -0,0 +1,65 @@
+import { db } from '@sim/db'
+import { user } from '@sim/db/schema'
+import { createLogger } from '@sim/logger'
+import { task } from '@trigger.dev/sdk'
+import { eq } from 'drizzle-orm'
+import { getEmailSubject, renderOnboardingFollowupEmail } from '@/components/emails'
+import { getHighestPrioritySubscription } from '@/lib/billing/core/subscription'
+import { checkEnterprisePlan } from '@/lib/billing/subscriptions/utils'
+import { sendEmail } from '@/lib/messaging/email/mailer'
+import { getPersonalEmailFrom } from '@/lib/messaging/email/utils'
+import { LIFECYCLE_EMAIL_TASK_ID, type LifecycleEmailType } from '@/lib/messaging/lifecycle'
+
+const logger = createLogger('LifecycleEmail')
+
+interface LifecycleEmailParams {
+  userId: string
+  type: LifecycleEmailType
+}
+
+async function sendLifecycleEmail({ userId, type }: LifecycleEmailParams): Promise<void> {
+  const [userData] = await db.select().from(user).where(eq(user.id, userId)).limit(1)
+
+  if (!userData?.email) {
+    logger.warn('[lifecycle-email] User not found or has no email', { userId, type })
+    return
+  }
+
+  const subscription = await getHighestPrioritySubscription(userId)
+  if (checkEnterprisePlan(subscription)) {
+    logger.info('[lifecycle-email] Skipping lifecycle email for enterprise user', { userId, type })
+    return
+  }
+
+  const { from, replyTo } = getPersonalEmailFrom()
+
+  let html: string
+
+  switch (type) {
+    case 'onboarding-followup':
+      html = await renderOnboardingFollowupEmail(userData.name || undefined)
+      break
+    default:
+      logger.warn('[lifecycle-email] Unknown lifecycle email type', { type })
+      return
+  }
+
+  await sendEmail({
+    to: userData.email,
+    subject: getEmailSubject(type),
+    html,
+    from,
+    replyTo,
+    emailType: 'transactional',
+  })
+
+  logger.info('[lifecycle-email] Sent lifecycle email', { userId, type })
+}
+
+export const lifecycleEmailTask = task({
+  id: LIFECYCLE_EMAIL_TASK_ID,
+  retry: { maxAttempts: 2 },
+  run: async (params: LifecycleEmailParams) => {
+    await sendLifecycleEmail(params)
+  },
+})
diff --git a/apps/sim/components/emails/auth/index.ts b/apps/sim/components/emails/auth/index.ts
@@ -1,3 +1,4 @@
+export { OnboardingFollowupEmail } from './onboarding-followup-email'
 export { OTPVerificationEmail } from './otp-verification-email'
 export { ResetPasswordEmail } from './reset-password-email'
 export { WelcomeEmail } from './welcome-email'
diff --git a/apps/sim/components/emails/auth/onboarding-followup-email.tsx b/apps/sim/components/emails/auth/onboarding-followup-email.tsx
@@ -0,0 +1,57 @@
+import { Body, Head, Html, Preview, Text } from '@react-email/components'
+
+interface OnboardingFollowupEmailProps {
+  userName?: string
+}
+
+const styles = {
+  body: {
+    fontFamily: '-apple-system, BlinkMacSystemFont, "Segoe UI", sans-serif',
+    backgroundColor: '#ffffff',
+    margin: '0',
+    padding: '0',
+  },
+  container: {
+    maxWidth: '560px',
+    margin: '40px auto',
+    padding: '0 24px',
+  },
+  p: {
+    fontSize: '15px',
+    lineHeight: '1.6',
+    color: '#1a1a1a',
+    margin: '0 0 16px',
+  },
+} as const
+
+export function OnboardingFollowupEmail({ userName }: OnboardingFollowupEmailProps) {
+  return (
+    <Html>
+      <Head />
+      <Preview>Quick question</Preview>
+      <Body style={styles.body}>
+        <div style={styles.container}>
+          <Text style={styles.p}>{userName ? `Hey ${userName},` : 'Hey,'}</Text>
+          <Text style={styles.p}>
+            It&apos;s been a few days since you signed up. I hope you&apos;re enjoying Sim!
+          </Text>
+          <Text style={styles.p}>
+            I&apos;d love to know — what did you expect when you signed up vs. what did you get?
+          </Text>
+          <Text style={styles.p}>
+            A reply with your thoughts would really help us improve the product for everyone.
+          </Text>
+          <Text style={styles.p}>
+            Thanks,
+            <br />
+            Emir
+            <br />
+            Founder, Sim
+          </Text>
+        </div>
+      </Body>
+    </Html>
+  )
+}
+
+export default OnboardingFollowupEmail
diff --git a/apps/sim/components/emails/render.ts b/apps/sim/components/emails/render.ts
@@ -1,5 +1,10 @@
 import { render } from '@react-email/components'
-import { OTPVerificationEmail, ResetPasswordEmail, WelcomeEmail } from '@/components/emails/auth'
+import {
+  OnboardingFollowupEmail,
+  OTPVerificationEmail,
+  ResetPasswordEmail,
+  WelcomeEmail,
+} from '@/components/emails/auth'
 import {
   CreditPurchaseEmail,
   EnterpriseSubscriptionEmail,
@@ -159,6 +164,10 @@ export async function renderWelcomeEmail(userName?: string): Promise<string> {
   return await render(WelcomeEmail({ userName }))
 }
 
+export async function renderOnboardingFollowupEmail(userName?: string): Promise<string> {
+  return await render(OnboardingFollowupEmail({ userName }))
+}
+
 export async function renderCreditPurchaseEmail(params: {
   userName?: string
   amount: number
diff --git a/apps/sim/components/emails/subjects.ts b/apps/sim/components/emails/subjects.ts
@@ -16,6 +16,7 @@ export type EmailSubjectType =
   | 'plan-welcome-pro'
   | 'plan-welcome-team'
   | 'credit-purchase'
+  | 'onboarding-followup'
   | 'welcome'
 
 /**
@@ -55,6 +56,8 @@ export function getEmailSubject(type: EmailSubjectType): string {
       return `Your Team plan is now active on ${brandName}`
     case 'credit-purchase':
       return `Credits added to your ${brandName} account`
+    case 'onboarding-followup':
+      return `Quick question about ${brandName}`
     case 'welcome':
       return `Welcome to ${brandName}`
     default:
diff --git a/apps/sim/lib/auth/auth.ts b/apps/sim/lib/auth/auth.ts
@@ -75,6 +75,7 @@ import { processCredentialDraft } from '@/lib/credentials/draft-processor'
 import { sendEmail } from '@/lib/messaging/email/mailer'
 import { getFromEmailAddress, getPersonalEmailFrom } from '@/lib/messaging/email/utils'
 import { quickValidateEmail } from '@/lib/messaging/email/validation'
+import { scheduleLifecycleEmail } from '@/lib/messaging/lifecycle'
 import { syncAllWebhooksForCredentialSet } from '@/lib/webhooks/utils.server'
 import { SSO_TRUSTED_PROVIDERS } from '@/ee/sso/constants'
 import { createAnonymousSession, ensureAnonymousUserExists } from './anonymous'
@@ -221,6 +222,19 @@ export const auth = betterAuth({
                 error,
               })
             }
+
+            try {
+              await scheduleLifecycleEmail({
+                userId: user.id,
+                type: 'onboarding-followup',
+                delayDays: 5,
+              })
+            } catch (error) {
+              logger.error(
+                '[databaseHooks.user.create.after] Failed to schedule onboarding followup email',
+                { userId: user.id, error }
+              )
+            }
           }
         },
       },
@@ -596,6 +610,19 @@ export const auth = betterAuth({
             error,
           })
         }
+
+        try {
+          await scheduleLifecycleEmail({
+            userId: user.id,
+            type: 'onboarding-followup',
+            delayDays: 3,
+          })
+        } catch (error) {
+          logger.error(
+            '[emailVerification.onEmailVerification] Failed to schedule onboarding followup email',
+            { userId: user.id, error }
+          )
+        }
       }
     },
   },
diff --git a/apps/sim/lib/messaging/lifecycle.ts b/apps/sim/lib/messaging/lifecycle.ts
@@ -0,0 +1,48 @@
+import { createLogger } from '@sim/logger'
+import { tasks } from '@trigger.dev/sdk'
+import { env } from '@/lib/core/config/env'
+import { isTriggerDevEnabled } from '@/lib/core/config/feature-flags'
+
+const logger = createLogger('LifecycleEmail')
+
+export const LIFECYCLE_EMAIL_TASK_ID = 'lifecycle-email' as const
+
+/** Supported lifecycle email types. Add new types here as the sequence grows. */
+export type LifecycleEmailType = 'onboarding-followup'
+
+interface ScheduleLifecycleEmailOptions {
+  userId: string
+  type: LifecycleEmailType
+  delayDays: number
+}
+
+/**
+ * Schedules a lifecycle email to be sent after a delay.
+ * Uses Trigger.dev's built-in delay scheduling — no polling or cron needed.
+ */
+export async function scheduleLifecycleEmail({
+  userId,
+  type,
+  delayDays,
+}: ScheduleLifecycleEmailOptions): Promise<void> {
+  if (!isTriggerDevEnabled || !env.TRIGGER_SECRET_KEY) {
+    logger.info('[lifecycle] Trigger.dev not configured, skipping lifecycle email', {
+      userId,
+      type,
+    })
+    return
+  }
+
+  const delayUntil = new Date(Date.now() + delayDays * 24 * 60 * 60 * 1000)
+
+  await tasks.trigger(
+    LIFECYCLE_EMAIL_TASK_ID,
+    { userId, type },
+    {
+      delay: delayUntil,
+      idempotencyKey: `lifecycle-${type}-${userId}`,
+    }
+  )
+
+  logger.info('[lifecycle] Scheduled lifecycle email', { userId, type, delayDays })
+}
