> ## Documentation Index > Fetch the complete documentation index at: https://hyrex.io/docs/llms.txt > Use this file to discover all available pages before exploring further. # User Onboarding > Automate new user onboarding with email sequences, trial setup, and sample data Create seamless user onboarding experiences by automating welcome emails, trial subscriptions, sample data creation, and progressive engagement workflows. ## Overview This example demonstrates comprehensive user onboarding automation: * **Welcome email sequences** with personalized messaging * **Trial subscription setup** with Stripe integration * **Sample data creation** to help users get started quickly * **Progressive onboarding** with scheduled follow-up tasks * **Orchestrated workflows** ensuring consistent user experience * **Retry mechanisms** for reliable email and payment processing Perfect for SaaS applications, subscription services, or any platform requiring user activation. ## Task Definitions ```python Python theme={null} from hyrex import HyrexRegistry import smtplib from email.mime.text import MIMEText from email.mime.multipart import MIMEMultipart import jinja2 import stripe import os from datetime import datetime, timedelta hy = HyrexRegistry() @hy.task(max_retries=3) def send_welcome_email(user_id: str, user_email: str, user_name: str): """Send personalized welcome email to new user""" template = jinja2.Template("""

Welcome to our platform, {{ user_name }}! 🎉

We're excited to have you on board. Here's what you can do next:

Your 14-day free trial has started - no credit card required!

Get Started →

Need help? Just reply to this email and we'll get back to you quickly.

Best regards,
The Team

""") msg = MIMEMultipart('alternative') msg['From'] = os.environ.get('SMTP_FROM_EMAIL') msg['To'] = user_email msg['Subject'] = f"Welcome aboard, {user_name}!" html_body = template.render(user_name=user_name, user_id=user_id) msg.attach(MIMEText(html_body, 'html')) server = smtplib.SMTP('smtp.gmail.com', 587) server.starttls() server.login(os.environ.get('SMTP_USERNAME'), os.environ.get('SMTP_PASSWORD')) server.send_message(msg) server.quit() # Track email sent event track_user_event(user_id, 'welcome_email_sent', { 'email': user_email, 'timestamp': datetime.now().isoformat() }) return {"email_sent": True, "recipient": user_email} @hy.task(max_retries=3) def setup_user_trial(user_id: str, user_email: str, plan_type: str = "basic"): """Create Stripe customer and trial subscription""" stripe.api_key = os.environ.get('STRIPE_SECRET_KEY') try: # Create customer customer = stripe.Customer.create( email=user_email, metadata={"user_id": user_id, "onboarding": "true"} ) # Create trial subscription subscription = stripe.Subscription.create( customer=customer.id, items=[{"price": f"price_{plan_type}_monthly"}], trial_period_days=14, metadata={"user_id": user_id, "plan_type": plan_type} ) # Save subscription info to database save_subscription_info(user_id, { 'stripe_customer_id': customer.id, 'stripe_subscription_id': subscription.id, 'plan_type': plan_type, 'trial_start': datetime.now().isoformat(), 'trial_end': (datetime.now() + timedelta(days=14)).isoformat() }) return { "customer_id": customer.id, "subscription_id": subscription.id, "trial_days": 14, "plan_type": plan_type } except stripe.error.StripeError as e: # Log error but don't fail onboarding log_error(f"Stripe setup failed for user {user_id}: {str(e)}") return {"error": "trial_setup_failed", "message": str(e)} @hy.task def create_sample_data(user_id: str): """Generate sample data and projects for new users""" sample_projects = [ { "name": "My First Project", "description": "Get started with this example project", "template": "getting_started", "sample_data": True }, { "name": "Demo Workflow", "description": "See how automation works with this demo", "template": "automation_demo", "sample_data": True } ] created_projects = [] for project_data in sample_projects: project_id = create_user_project(user_id, project_data) populate_sample_content(project_id, project_data['template']) created_projects.append(project_id) # Create sample team create_sample_team(user_id, "My Team") return { "sample_projects": created_projects, "sample_team_created": True } @hy.task def schedule_followup_emails(user_id: str, user_email: str, user_name: str): """Schedule progressive onboarding email sequence""" follow_up_emails = [ {"delay_hours": 24, "template": "day_1_tips", "subject": "Quick tips to get the most out of your trial"}, {"delay_hours": 72, "template": "day_3_features", "subject": "Unlock powerful features you might have missed"}, {"delay_hours": 168, "template": "week_1_checkin", "subject": "How's your first week going?"}, {"delay_hours": 312, "template": "trial_ending", "subject": "Your trial ends soon - let's keep you going!"} ] scheduled_tasks = [] for email_config in follow_up_emails: # Schedule email to be sent after delay scheduled_time = datetime.now() + timedelta(hours=email_config['delay_hours']) task = send_followup_email.send_at( scheduled_time, user_id, user_email, user_name, email_config['template'], email_config['subject'] ) scheduled_tasks.append({ "task_id": task.task_id, "template": email_config['template'], "scheduled_for": scheduled_time.isoformat() }) return {"scheduled_emails": len(scheduled_tasks), "tasks": scheduled_tasks} @hy.task def send_followup_email(user_id: str, user_email: str, user_name: str, template_name: str, subject: str): """Send scheduled follow-up email""" # Check if user is still active and hasn't unsubscribed user_status = get_user_status(user_id) if user_status['unsubscribed'] or user_status['churned']: return {"skipped": True, "reason": f"User status: {user_status}"} # Get personalized content based on user activity user_activity = get_user_activity_summary(user_id) template_data = { "user_name": user_name, "user_id": user_id, "activity_summary": user_activity, "days_since_signup": (datetime.now() - user_status['signup_date']).days } send_template_email(user_email, subject, template_name, template_data) return {"email_sent": True, "template": template_name} @hy.task def track_onboarding_completion(user_id: str): """Track user onboarding progress and completion""" completion_criteria = [ 'profile_completed', 'first_project_created', 'team_member_invited', 'first_workflow_run' ] user_progress = check_user_progress(user_id, completion_criteria) completion_percentage = (user_progress['completed_count'] / len(completion_criteria)) * 100 if completion_percentage >= 75: # User is well onboarded, send success email send_onboarding_success_email.send(user_id) update_user_onboarding_status(user_id, { 'completion_percentage': completion_percentage, 'completed_steps': user_progress['completed_steps'], 'last_updated': datetime.now().isoformat() }) return user_progress @hy.task def onboard_new_user(user_id: str, user_email: str, user_name: str, plan_type: str = "basic"): """Orchestrate the complete user onboarding process""" onboarding_start = datetime.now() try: # Step 1: Send welcome email welcome_result = send_welcome_email.send(user_id, user_email, user_name).get() # Step 2: Setup trial subscription trial_result = setup_user_trial.send(user_id, user_email, plan_type).get() # Step 3: Create sample data and projects sample_data_result = create_sample_data.send(user_id).get() # Step 4: Schedule follow-up email sequence followup_result = schedule_followup_emails.send(user_id, user_email, user_name).get() # Step 5: Initialize progress tracking progress_result = track_onboarding_completion.send(user_id).get() onboarding_duration = (datetime.now() - onboarding_start).total_seconds() # Record successful onboarding record_onboarding_completion(user_id, { 'status': 'success', 'duration_seconds': onboarding_duration, 'welcome_email': welcome_result.get('email_sent', False), 'trial_setup': trial_result.get('customer_id') is not None, 'sample_data': len(sample_data_result.get('sample_projects', [])), 'scheduled_emails': followup_result.get('scheduled_emails', 0), 'completion_percentage': progress_result.get('completion_percentage', 0) }) return { "status": "onboarding_completed", "user_id": user_id, "duration_seconds": onboarding_duration, "trial_info": trial_result, "sample_projects": sample_data_result['sample_projects'], "scheduled_followups": followup_result['scheduled_emails'] } except Exception as e: # Record failed onboarding record_onboarding_completion(user_id, { 'status': 'failed', 'error': str(e), 'duration_seconds': (datetime.now() - onboarding_start).total_seconds() }) # Send alert to team send_onboarding_failure_alert(user_id, user_email, str(e)) raise e # Scheduled task to check trial expiration @hy.cron("0 9 * * *") # Daily at 9 AM def process_trial_expirations(): """Check for expiring trials and send notifications""" expiring_trials = get_trials_expiring_soon(days=3) for trial in expiring_trials: send_trial_expiration_notice.send( trial['user_id'], trial['user_email'], trial['user_name'], trial['days_remaining'] ) return {"processed_trials": len(expiring_trials)} ``` ```typescript TypeScript theme={null} import { HyrexRegistry } from 'hyrex'; import nodemailer from 'nodemailer'; import Stripe from 'stripe'; import handlebars from 'handlebars'; const hy = new HyrexRegistry(); const stripe = new Stripe(process.env.STRIPE_SECRET_KEY!); const sendWelcomeEmail = hy.task({ name: "sendWelcomeEmail", config: { maxRetries: 3 }, func: async (userId: string, userEmail: string, userName: string) => { const transporter = nodemailer.createTransporter({ service: 'gmail', auth: { user: process.env.SMTP_USERNAME, pass: process.env.SMTP_PASSWORD } }); const template = handlebars.compile(`

Welcome to our platform, {{userName}}! 🎉

We're excited to have you on board. Here's what you can do next:

Your 14-day free trial has started - no credit card required!

Get Started →

Need help? Just reply to this email and we'll get back to you quickly.

Best regards,
The Team

`); const mailOptions = { from: process.env.SMTP_FROM_EMAIL, to: userEmail, subject: `Welcome aboard, ${userName}!`, html: template({ userName, userId }) }; await transporter.sendMail(mailOptions); // Track email sent event await trackUserEvent(userId, 'welcome_email_sent', { email: userEmail, timestamp: new Date().toISOString() }); return { emailSent: true, recipient: userEmail }; } }); const setupUserTrial = hy.task({ name: "setupUserTrial", config: { maxRetries: 3 }, func: async (userId: string, userEmail: string, planType: string = "basic") => { try { // Create customer const customer = await stripe.customers.create({ email: userEmail, metadata: { userId, onboarding: "true" } }); // Create trial subscription const subscription = await stripe.subscriptions.create({ customer: customer.id, items: [{ price: `price_${planType}_monthly` }], trial_period_days: 14, metadata: { userId, planType } }); // Save subscription info to database await saveSubscriptionInfo(userId, { stripeCustomerId: customer.id, stripeSubscriptionId: subscription.id, planType, trialStart: new Date().toISOString(), trialEnd: new Date(Date.now() + 14 * 24 * 60 * 60 * 1000).toISOString() }); return { customerId: customer.id, subscriptionId: subscription.id, trialDays: 14, planType }; } catch (error: any) { // Log error but don't fail onboarding await logError(`Stripe setup failed for user ${userId}: ${error.message}`); return { error: "trial_setup_failed", message: error.message }; } } }); const createSampleData = hy.task({ name: "createSampleData", func: async (userId: string) => { const sampleProjects = [ { name: "My First Project", description: "Get started with this example project", template: "getting_started", sampleData: true }, { name: "Demo Workflow", description: "See how automation works with this demo", template: "automation_demo", sampleData: true } ]; const createdProjects = []; for (const projectData of sampleProjects) { const projectId = await createUserProject(userId, projectData); await populateSampleContent(projectId, projectData.template); createdProjects.push(projectId); } // Create sample team await createSampleTeam(userId, "My Team"); return { sampleProjects: createdProjects, sampleTeamCreated: true }; } }); const scheduleFollowupEmails = hy.task({ name: "scheduleFollowupEmails", func: async (userId: string, userEmail: string, userName: string) => { const followUpEmails = [ { delayHours: 24, template: "day_1_tips", subject: "Quick tips to get the most out of your trial" }, { delayHours: 72, template: "day_3_features", subject: "Unlock powerful features you might have missed" }, { delayHours: 168, template: "week_1_checkin", subject: "How's your first week going?" }, { delayHours: 312, template: "trial_ending", subject: "Your trial ends soon - let's keep you going!" } ]; const scheduledTasks = []; for (const emailConfig of followUpEmails) { const scheduledTime = new Date(Date.now() + emailConfig.delayHours * 60 * 60 * 1000); const task = await sendFollowupEmail.sendAt( scheduledTime, userId, userEmail, userName, emailConfig.template, emailConfig.subject ); scheduledTasks.push({ taskId: task.taskId, template: emailConfig.template, scheduledFor: scheduledTime.toISOString() }); } return { scheduledEmails: scheduledTasks.length, tasks: scheduledTasks }; } }); const sendFollowupEmail = hy.task({ name: "sendFollowupEmail", func: async (userId: string, userEmail: string, userName: string, templateName: string, subject: string) => { // Check if user is still active and hasn't unsubscribed const userStatus = await getUserStatus(userId); if (userStatus.unsubscribed || userStatus.churned) { return { skipped: true, reason: `User status: ${JSON.stringify(userStatus)}` }; } // Get personalized content based on user activity const userActivity = await getUserActivitySummary(userId); const templateData = { userName, userId, activitySummary: userActivity, daysSinceSignup: Math.floor((Date.now() - userStatus.signupDate.getTime()) / (1000 * 60 * 60 * 24)) }; await sendTemplateEmail(userEmail, subject, templateName, templateData); return { emailSent: true, template: templateName }; } }); const trackOnboardingCompletion = hy.task({ name: "trackOnboardingCompletion", func: async (userId: string) => { const completionCriteria = [ 'profile_completed', 'first_project_created', 'team_member_invited', 'first_workflow_run' ]; const userProgress = await checkUserProgress(userId, completionCriteria); const completionPercentage = (userProgress.completedCount / completionCriteria.length) * 100; if (completionPercentage >= 75) { // User is well onboarded, send success email await sendOnboardingSuccessEmail.send(userId); } await updateUserOnboardingStatus(userId, { completionPercentage, completedSteps: userProgress.completedSteps, lastUpdated: new Date().toISOString() }); return userProgress; } }); const onboardNewUser = hy.task({ name: "onboardNewUser", func: async (userId: string, userEmail: string, userName: string, planType: string = "basic") => { const onboardingStart = Date.now(); try { // Step 1: Send welcome email const welcomeTask = await sendWelcomeEmail.send(userId, userEmail, userName); const welcomeResult = await welcomeTask.get(); // Step 2: Setup trial subscription const trialTask = await setupUserTrial.send(userId, userEmail, planType); const trialResult = await trialTask.get(); // Step 3: Create sample data and projects const sampleDataTask = await createSampleData.send(userId); const sampleDataResult = await sampleDataTask.get(); // Step 4: Schedule follow-up email sequence const followupTask = await scheduleFollowupEmails.send(userId, userEmail, userName); const followupResult = await followupTask.get(); // Step 5: Initialize progress tracking const progressTask = await trackOnboardingCompletion.send(userId); const progressResult = await progressTask.get(); const onboardingDuration = (Date.now() - onboardingStart) / 1000; // Record successful onboarding await recordOnboardingCompletion(userId, { status: 'success', durationSeconds: onboardingDuration, welcomeEmail: welcomeResult.emailSent || false, trialSetup: trialResult.customerId != null, sampleData: sampleDataResult.sampleProjects?.length || 0, scheduledEmails: followupResult.scheduledEmails || 0, completionPercentage: progressResult.completionPercentage || 0 }); return { status: "onboarding_completed", userId, durationSeconds: onboardingDuration, trialInfo: trialResult, sampleProjects: sampleDataResult.sampleProjects, scheduledFollowups: followupResult.scheduledEmails }; } catch (error: any) { // Record failed onboarding await recordOnboardingCompletion(userId, { status: 'failed', error: error.message, durationSeconds: (Date.now() - onboardingStart) / 1000 }); // Send alert to team await sendOnboardingFailureAlert(userId, userEmail, error.message); throw error; } } }); // Scheduled task to check trial expiration const processTrialExpirations = hy.cron({ schedule: "0 9 * * *", // Daily at 9 AM name: "processTrialExpirations", func: async () => { const expiringTrials = await getTrialsExpiringSoon(3); for (const trial of expiringTrials) { await sendTrialExpirationNotice.send( trial.userId, trial.userEmail, trial.userName, trial.daysRemaining ); } return { processedTrials: expiringTrials.length }; } }); ``` ## REST API Endpoints ```python Python (FastAPI) theme={null} from fastapi import FastAPI, HTTPException from pydantic import BaseModel from typing import Optional from .tasks import onboard_new_user, send_welcome_email, setup_user_trial app = FastAPI() class UserOnboardingRequest(BaseModel): user_id: str user_email: str user_name: str plan_type: str = "basic" class WelcomeEmailRequest(BaseModel): user_id: str user_email: str user_name: str class TrialSetupRequest(BaseModel): user_id: str user_email: str plan_type: str = "basic" @app.post("/onboarding/start") async def start_user_onboarding(request: UserOnboardingRequest): """Trigger complete user onboarding workflow""" try: task = onboard_new_user.send( request.user_id, request.user_email, request.user_name, request.plan_type ) return { "message": "Onboarding started successfully", "task_id": task.task_id, "user_id": request.user_id, "plan_type": request.plan_type } except Exception as e: raise HTTPException(status_code=500, detail=str(e)) @app.post("/onboarding/welcome-email") async def send_welcome_email_only(request: WelcomeEmailRequest): """Send just the welcome email""" try: task = send_welcome_email.send( request.user_id, request.user_email, request.user_name ) return { "message": "Welcome email queued successfully", "task_id": task.task_id, "recipient": request.user_email } except Exception as e: raise HTTPException(status_code=500, detail=str(e)) @app.post("/onboarding/setup-trial") async def setup_trial_subscription(request: TrialSetupRequest): """Setup trial subscription only""" try: task = setup_user_trial.send( request.user_id, request.user_email, request.plan_type ) return { "message": "Trial setup started", "task_id": task.task_id, "user_id": request.user_id, "plan_type": request.plan_type } except Exception as e: raise HTTPException(status_code=500, detail=str(e)) @app.get("/onboarding/status/{task_id}") async def get_onboarding_status(task_id: str): """Get onboarding task status""" try: task = hy.get_task(task_id) return { "task_id": task_id, "status": task.status, "result": task.result if task.is_complete else None, "error": task.error if task.has_failed else None, "created_at": task.created_at, "completed_at": task.completed_at } except Exception as e: raise HTTPException(status_code=404, detail="Task not found") @app.get("/onboarding/progress/{user_id}") async def get_user_onboarding_progress(user_id: str): """Get user's onboarding progress""" try: progress = get_user_onboarding_status(user_id) return { "user_id": user_id, "completion_percentage": progress.get('completion_percentage', 0), "completed_steps": progress.get('completed_steps', []), "last_updated": progress.get('last_updated'), "trial_info": progress.get('trial_info', {}) } except Exception as e: raise HTTPException(status_code=404, detail="User not found") ``` ```typescript TypeScript (Express) theme={null} import express from 'express'; import { onboardNewUser, sendWelcomeEmail, setupUserTrial } from './tasks'; const app = express(); app.use(express.json()); interface UserOnboardingRequest { userId: string; userEmail: string; userName: string; planType?: string; } interface WelcomeEmailRequest { userId: string; userEmail: string; userName: string; } interface TrialSetupRequest { userId: string; userEmail: string; planType?: string; } app.post('/onboarding/start', async (req, res) => { const { userId, userEmail, userName, planType = "basic" }: UserOnboardingRequest = req.body; try { const task = await onboardNewUser.send(userId, userEmail, userName, planType); res.json({ message: 'Onboarding started successfully', taskId: task.taskId, userId, planType }); } catch (error: any) { res.status(500).json({ error: error.message }); } }); app.post('/onboarding/welcome-email', async (req, res) => { const { userId, userEmail, userName }: WelcomeEmailRequest = req.body; try { const task = await sendWelcomeEmail.send(userId, userEmail, userName); res.json({ message: 'Welcome email queued successfully', taskId: task.taskId, recipient: userEmail }); } catch (error: any) { res.status(500).json({ error: error.message }); } }); app.post('/onboarding/setup-trial', async (req, res) => { const { userId, userEmail, planType = "basic" }: TrialSetupRequest = req.body; try { const task = await setupUserTrial.send(userId, userEmail, planType); res.json({ message: 'Trial setup started', taskId: task.taskId, userId, planType }); } catch (error: any) { res.status(500).json({ error: error.message }); } }); app.get('/onboarding/status/:taskId', async (req, res) => { const { taskId } = req.params; try { const task = await hy.getTask(taskId); res.json({ taskId, status: task.status, result: task.isComplete ? task.result : null, error: task.hasFailed ? task.error : null, createdAt: task.createdAt, completedAt: task.completedAt }); } catch (error: any) { res.status(404).json({ error: 'Task not found' }); } }); app.get('/onboarding/progress/:userId', async (req, res) => { const { userId } = req.params; try { const progress = await getUserOnboardingStatus(userId); res.json({ userId, completionPercentage: progress.completionPercentage || 0, completedSteps: progress.completedSteps || [], lastUpdated: progress.lastUpdated, trialInfo: progress.trialInfo || {} }); } catch (error: any) { res.status(404).json({ error: 'User not found' }); } }); ``` ## Usage Examples ### Complete Onboarding Flow ```bash theme={null} # Start full onboarding for new user curl -X POST http://localhost:8000/onboarding/start \ -H "Content-Type: application/json" \ -d '{ "user_id": "user_12345", "user_email": "john.doe@example.com", "user_name": "John Doe", "plan_type": "pro" }' # Check onboarding status curl http://localhost:8000/onboarding/status/task_67890 # Get user's progress curl http://localhost:8000/onboarding/progress/user_12345 ``` ### Individual Components ```bash theme={null} # Send welcome email only curl -X POST http://localhost:8000/onboarding/welcome-email \ -H "Content-Type: application/json" \ -d '{ "user_id": "user_12345", "user_email": "john.doe@example.com", "user_name": "John Doe" }' # Setup trial subscription only curl -X POST http://localhost:8000/onboarding/setup-trial \ -H "Content-Type: application/json" \ -d '{ "user_id": "user_12345", "user_email": "john.doe@example.com", "plan_type": "basic" }' ``` ## Advanced Onboarding Patterns ### Personalized Onboarding ```python theme={null} @hy.task def personalized_onboarding(user_id: str, user_profile: dict): """Customize onboarding based on user profile""" if user_profile.get('role') == 'developer': create_developer_samples.send(user_id) send_technical_welcome.send(user_id, user_profile['email']) elif user_profile.get('company_size') == 'enterprise': setup_enterprise_features.send(user_id) schedule_demo_call.send(user_id, user_profile) else: # Standard onboarding create_sample_data.send(user_id) return {"onboarding_type": get_onboarding_type(user_profile)} ``` ### A/B Testing Integration ```python theme={null} @hy.task def ab_test_onboarding(user_id: str, user_email: str, user_name: str): """Run A/B test variants for onboarding""" variant = get_ab_test_variant(user_id, 'onboarding_flow_v2') if variant == 'control': # Original onboarding flow result = onboard_new_user.send(user_id, user_email, user_name).get() else: # New experimental flow result = experimental_onboarding_flow.send(user_id, user_email, user_name).get() # Track variant performance track_ab_test_outcome(user_id, 'onboarding_flow_v2', variant, { 'completed': result['status'] == 'onboarding_completed', 'duration': result.get('duration_seconds', 0) }) return result ``` ### Cohort-Based Onboarding ```python theme={null} @hy.task def cohort_onboarding_analysis(): """Analyze onboarding success by user cohort""" cohorts = get_recent_user_cohorts(days=30) analysis_results = [] for cohort in cohorts: cohort_stats = { 'cohort_date': cohort['date'], 'user_count': len(cohort['users']), 'completion_rate': calculate_completion_rate(cohort['users']), 'avg_time_to_complete': calculate_avg_completion_time(cohort['users']), 'trial_conversion_rate': calculate_trial_conversion(cohort['users']) } analysis_results.append(cohort_stats) # Send weekly report to product team send_cohort_analysis_report.send(analysis_results) return analysis_results ``` ## Email Templates ### Welcome Email Template ```html theme={null}

Welcome to [Company Name]! 🎉

Hi {{user_name}},

Welcome aboard! We're thrilled to have you join our community of [user_count] users who are already transforming their workflows.

Your Quick Start Checklist:

  • ✅ Account created (you're here!)
  • ⭐ Complete your profile
  • 🚀 Try your first project
  • 👥 Invite your team

We've set up some sample projects to help you get started. Your 14-day free trial gives you full access to all features - no credit card required.

Get Started →

Questions? Just reply to this email and our team will help you out.

Best,
The [Company] Team

``` ## Monitoring & Analytics ```python theme={null} @hy.task def generate_onboarding_metrics(): """Generate onboarding performance metrics""" metrics = { 'total_signups_last_30_days': count_signups(days=30), 'onboarding_completion_rate': calculate_completion_rate(days=30), 'average_onboarding_time': calculate_avg_onboarding_time(days=30), 'email_open_rates': get_email_open_rates('welcome_sequence'), 'trial_to_paid_conversion': calculate_trial_conversion(days=30), 'drop_off_points': identify_drop_off_points(days=30) } # Send to analytics dashboard send_to_analytics_dashboard(metrics) # Alert if metrics are below threshold if metrics['onboarding_completion_rate'] < 0.75: send_alert_to_team("Onboarding completion rate below 75%", metrics) return metrics ``` ## Production Considerations * **Email deliverability**: Use reputable email services and monitor deliverability * **Progressive enhancement**: Don't let single failures block the entire onboarding * **A/B testing**: Continuously optimize email templates and onboarding flows * **Personalization**: Tailor onboarding based on user profile and behavior * **Performance monitoring**: Track completion rates, time-to-value, and drop-off points * **Compliance**: Ensure email subscriptions comply with GDPR and CAN-SPAM ## Next Steps Add approval workflows to onboarding Automate user lifecycle management