Add onboarding email campaign system with post-verification welcome email
Implements automated onboarding emails to encourage user engagement: - Post-verification welcome email with 5 tips (sent after email verification) - "No Residence" email (2+ days after registration with no property) - "No Tasks" email (5+ days after first residence with no tasks) Key features: - Each onboarding email type sent only once per user (enforced by unique constraint) - Email open tracking via tracking pixel endpoint - Daily scheduled job at 10:00 AM UTC to process eligible users - Admin panel UI for viewing sent emails, stats, and manual sending - Admin can send any email type to users from the user detail Testing section New files: - internal/models/onboarding_email.go - Database model with tracking - internal/services/onboarding_email_service.go - Business logic and eligibility queries - internal/handlers/tracking_handler.go - Email open tracking endpoint - internal/admin/handlers/onboarding_handler.go - Admin API endpoints - admin/src/app/(dashboard)/onboarding-emails/ - Admin UI pages 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Trey t
@@ -275,6 +275,116 @@ The Casera Team
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return s.SendEmail(to, subject, htmlBody, textBody)
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}
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// SendPostVerificationEmail sends a welcome email after user verifies their email address
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func (s *EmailService) SendPostVerificationEmail(to, firstName string) error {
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subject := "You're All Set! Getting Started with Casera"
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name := firstName
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if name == "" {
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name = "there"
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}
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bodyContent := fmt.Sprintf(`
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%s
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<!-- Body -->
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<tr>
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<td style="background: #FFFFFF; padding: 40px 30px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 18px; font-weight: 600; color: #1a1a1a; margin: 0 0 20px 0;">Hi %s,</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 16px; line-height: 1.6; color: #4B5563; margin: 0 0 24px 0;">Your email is now verified and your Casera account is ready to go! Here are some tips to help you get the most out of the app.</p>
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<!-- Tip 1 -->
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<table role="presentation" width="100%%" cellspacing="0" cellpadding="0" style="margin-bottom: 16px;">
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<tr>
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<td style="background: #F0FDF4; border-left: 4px solid #22C55E; border-radius: 0 8px 8px 0; padding: 16px 20px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 15px; font-weight: 700; color: #166534; margin: 0 0 8px 0;">🏠 Start with Your Property</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 0;">Add your home or rental property to begin tracking everything in one place. You can add multiple properties and even share access with family members or co-owners.</p>
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</td>
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</tr>
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</table>
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<!-- Tip 2 -->
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<table role="presentation" width="100%%" cellspacing="0" cellpadding="0" style="margin-bottom: 16px;">
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<tr>
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<td style="background: #EFF6FF; border-left: 4px solid #3B82F6; border-radius: 0 8px 8px 0; padding: 16px 20px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 15px; font-weight: 700; color: #1E40AF; margin: 0 0 8px 0;">📅 Set Up Recurring Tasks</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 0;">Create recurring tasks for regular maintenance like HVAC filter changes, gutter cleaning, or lawn care. Casera will remind you when they're due so nothing falls through the cracks.</p>
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</td>
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</tr>
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</table>
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<!-- Tip 3 -->
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<table role="presentation" width="100%%" cellspacing="0" cellpadding="0" style="margin-bottom: 16px;">
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<tr>
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<td style="background: #FEF3C7; border-left: 4px solid #F59E0B; border-radius: 0 8px 8px 0; padding: 16px 20px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 15px; font-weight: 700; color: #92400E; margin: 0 0 8px 0;">📝 Track Your Maintenance History</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 0;">When you complete a task, add notes and photos to build a maintenance history. This is invaluable for warranty claims, selling your home, or just remembering when something was last serviced.</p>
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</td>
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</tr>
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</table>
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<!-- Tip 4 -->
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<table role="presentation" width="100%%" cellspacing="0" cellpadding="0" style="margin-bottom: 16px;">
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<tr>
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<td style="background: #F5F3FF; border-left: 4px solid #8B5CF6; border-radius: 0 8px 8px 0; padding: 16px 20px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 15px; font-weight: 700; color: #5B21B6; margin: 0 0 8px 0;">📄 Store Important Documents</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 0;">Upload warranties, appliance manuals, insurance policies, and receipts. When you need them, they'll be right at your fingertips instead of buried in a drawer somewhere.</p>
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</td>
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</tr>
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</table>
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<!-- Tip 5 -->
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<table role="presentation" width="100%%" cellspacing="0" cellpadding="0" style="margin-bottom: 24px;">
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<tr>
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<td style="background: #FDF2F8; border-left: 4px solid #EC4899; border-radius: 0 8px 8px 0; padding: 16px 20px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 15px; font-weight: 700; color: #9D174D; margin: 0 0 8px 0;">👷 Save Your Contractors</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 0;">Add your trusted plumber, electrician, and other service providers to your contractor list. You'll never have to dig through old emails or papers to find their contact info again.</p>
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</td>
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</tr>
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</table>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; line-height: 1.6; color: #6B7280; margin: 0;">We're excited to have you on board. If you have any questions or feedback, we'd love to hear from you at support@casera.app.</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #6B7280; margin: 30px 0 0 0;">Happy homeowning!<br><strong style="color: #1a1a1a;">The Casera Team</strong></p>
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</td>
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</tr>
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%s`,
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emailHeader("You're Verified!"),
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name,
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emailFooter(time.Now().Year()))
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htmlBody := fmt.Sprintf(baseEmailTemplate(), subject, bodyContent)
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textBody := fmt.Sprintf(`
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You're All Set! Getting Started with Casera
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Hi %s,
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Your email is now verified and your Casera account is ready to go! Here are some tips to help you get the most out of the app.
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1. START WITH YOUR PROPERTY
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Add your home or rental property to begin tracking everything in one place. You can add multiple properties and even share access with family members or co-owners.
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2. SET UP RECURRING TASKS
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Create recurring tasks for regular maintenance like HVAC filter changes, gutter cleaning, or lawn care. Casera will remind you when they're due so nothing falls through the cracks.
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3. TRACK YOUR MAINTENANCE HISTORY
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When you complete a task, add notes and photos to build a maintenance history. This is invaluable for warranty claims, selling your home, or just remembering when something was last serviced.
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4. STORE IMPORTANT DOCUMENTS
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Upload warranties, appliance manuals, insurance policies, and receipts. When you need them, they'll be right at your fingertips instead of buried in a drawer somewhere.
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5. SAVE YOUR CONTRACTORS
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Add your trusted plumber, electrician, and other service providers to your contractor list. You'll never have to dig through old emails or papers to find their contact info again.
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We're excited to have you on board. If you have any questions or feedback, we'd love to hear from you at support@casera.app.
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Happy homeowning!
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The Casera Team
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`, name)
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return s.SendEmail(to, subject, htmlBody, textBody)
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}
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// SendVerificationEmail sends an email verification code
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func (s *EmailService) SendVerificationEmail(to, firstName, code string) error {
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subject := "Casera - Verify Your Email"
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@@ -605,6 +715,162 @@ The Casera Team
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return s.SendEmailWithAttachment(to, subject, htmlBody, textBody, attachment)
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}
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// SendNoResidenceOnboardingEmail sends an onboarding email to users who haven't created a residence
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func (s *EmailService) SendNoResidenceOnboardingEmail(to, firstName, baseURL, trackingID string) error {
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subject := "Get started with Casera - Add your first property"
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name := firstName
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if name == "" {
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name = "there"
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}
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trackingPixel := fmt.Sprintf(`<img src="%s/api/track/open/%s" width="1" height="1" style="display:none;" alt="" />`, baseURL, trackingID)
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bodyContent := fmt.Sprintf(`
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%s
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<!-- Body -->
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<tr>
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<td style="background: #FFFFFF; padding: 40px 30px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 18px; font-weight: 600; color: #1a1a1a; margin: 0 0 20px 0;">Hi %s,</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 16px; line-height: 1.6; color: #4B5563; margin: 0 0 24px 0;">We noticed you haven't added your first property to Casera yet. Adding a property is the first step to staying on top of your home maintenance!</p>
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<!-- Benefits Box -->
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<table role="presentation" width="100%%" cellspacing="0" cellpadding="0">
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<tr>
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<td style="background: #F8FAFC; border-radius: 12px; padding: 24px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 16px; font-weight: 700; color: #1a1a1a; margin: 0 0 16px 0;">Why add a property?</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 12px 0;">🏠 <strong>Track all your homes</strong> - Manage single-family homes, apartments, or investment properties</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 12px 0;">📅 <strong>Never miss maintenance</strong> - Set up recurring tasks with smart reminders</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 12px 0;">📄 <strong>Store important documents</strong> - Keep warranties, manuals, and records in one place</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 12px 0;">👷 <strong>Manage contractors</strong> - Keep your trusted pros organized and accessible</p>
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</td>
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</tr>
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</table>
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<!-- CTA Button -->
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<table role="presentation" width="100%%" cellspacing="0" cellpadding="0" style="margin: 32px 0;">
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<tr>
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<td style="text-align: center;">
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<a href="casera://add-property" style="display: inline-block; background: linear-gradient(135deg, #0079FF 0%%, #14B8A6 100%%); color: #FFFFFF; font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 16px; font-weight: 700; text-decoration: none; padding: 16px 32px; border-radius: 12px;">Add Your First Property</a>
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</td>
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</tr>
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</table>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; line-height: 1.6; color: #6B7280; margin: 24px 0 0 0;">Just open the Casera app and tap the + button to get started. It only takes a minute!</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #6B7280; margin: 30px 0 0 0;">Best regards,<br><strong style="color: #1a1a1a;">The Casera Team</strong></p>
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%s
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</td>
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</tr>
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%s`,
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emailHeader("Get Started!"),
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name,
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trackingPixel,
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emailFooter(time.Now().Year()))
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htmlBody := fmt.Sprintf(baseEmailTemplate(), subject, bodyContent)
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textBody := fmt.Sprintf(`
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Get started with Casera - Add your first property
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Hi %s,
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We noticed you haven't added your first property to Casera yet. Adding a property is the first step to staying on top of your home maintenance!
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Why add a property?
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- Track all your homes: Manage single-family homes, apartments, or investment properties
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- Never miss maintenance: Set up recurring tasks with smart reminders
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- Store important documents: Keep warranties, manuals, and records in one place
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- Manage contractors: Keep your trusted pros organized and accessible
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Just open the Casera app and tap the + button to get started. It only takes a minute!
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Best regards,
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The Casera Team
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`, name)
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return s.SendEmail(to, subject, htmlBody, textBody)
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}
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// SendNoTasksOnboardingEmail sends an onboarding email to users who have a property but no tasks
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func (s *EmailService) SendNoTasksOnboardingEmail(to, firstName, baseURL, trackingID string) error {
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subject := "Stay on top of home maintenance with Casera"
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name := firstName
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if name == "" {
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name = "there"
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}
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trackingPixel := fmt.Sprintf(`<img src="%s/api/track/open/%s" width="1" height="1" style="display:none;" alt="" />`, baseURL, trackingID)
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bodyContent := fmt.Sprintf(`
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%s
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<!-- Body -->
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<tr>
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<td style="background: #FFFFFF; padding: 40px 30px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 18px; font-weight: 600; color: #1a1a1a; margin: 0 0 20px 0;">Hi %s,</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 16px; line-height: 1.6; color: #4B5563; margin: 0 0 24px 0;">Great job adding your property to Casera! Now it's time to set up your first maintenance task and start tracking your home care.</p>
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<!-- Benefits Box -->
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<table role="presentation" width="100%%" cellspacing="0" cellpadding="0">
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<tr>
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<td style="background: #F8FAFC; border-radius: 12px; padding: 24px;">
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 16px; font-weight: 700; color: #1a1a1a; margin: 0 0 16px 0;">Task ideas to get you started:</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 12px 0;">🌡️ <strong>HVAC Filter Replacement</strong> - Monthly or quarterly</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 12px 0;">💧 <strong>Water Heater Flush</strong> - Annually</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 12px 0;">🌿 <strong>Lawn Care</strong> - Weekly or bi-weekly</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 12px 0;">🕶 <strong>Gutter Cleaning</strong> - Seasonal</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #4B5563; margin: 12px 0;">🔥 <strong>Smoke Detector Test</strong> - Monthly</p>
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</td>
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</tr>
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</table>
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<!-- CTA Button -->
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<table role="presentation" width="100%%" cellspacing="0" cellpadding="0" style="margin: 32px 0;">
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<tr>
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<td style="text-align: center;">
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<a href="casera://add-task" style="display: inline-block; background: linear-gradient(135deg, #0079FF 0%%, #14B8A6 100%%); color: #FFFFFF; font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 16px; font-weight: 700; text-decoration: none; padding: 16px 32px; border-radius: 12px;">Create Your First Task</a>
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</td>
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</tr>
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</table>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; line-height: 1.6; color: #6B7280; margin: 24px 0 0 0;">Set up recurring tasks and Casera will remind you when they're due. No more forgotten maintenance!</p>
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<p style="font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; font-size: 14px; color: #6B7280; margin: 30px 0 0 0;">Best regards,<br><strong style="color: #1a1a1a;">The Casera Team</strong></p>
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%s
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</td>
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</tr>
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%s`,
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emailHeader("Track Your Tasks!"),
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name,
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trackingPixel,
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emailFooter(time.Now().Year()))
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htmlBody := fmt.Sprintf(baseEmailTemplate(), subject, bodyContent)
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textBody := fmt.Sprintf(`
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Stay on top of home maintenance with Casera
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Hi %s,
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Great job adding your property to Casera! Now it's time to set up your first maintenance task and start tracking your home care.
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Task ideas to get you started:
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- HVAC Filter Replacement: Monthly or quarterly
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- Water Heater Flush: Annually
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- Lawn Care: Weekly or bi-weekly
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- Gutter Cleaning: Seasonal
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- Smoke Detector Test: Monthly
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Set up recurring tasks and Casera will remind you when they're due. No more forgotten maintenance!
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Best regards,
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The Casera Team
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`, name)
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return s.SendEmail(to, subject, htmlBody, textBody)
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}
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// EmailTemplate represents an email template
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type EmailTemplate struct {
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name string
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Reference in New Issue
Block a user