Configuring Jumpstart to send a welcome sequence w/ Heya

jumpstart_heya.md

Jumpstart + Heya

• https://github.com/excid3/jumpstart
• https://github.com/honeybadger-io/heya
• Follow Josh on Twitter for development updates

This creates a 4-part email series to welcome users who sign up for your Jumpstart app. The first email is sent immediately, and the following emails are sent 2 days apart.

This guide assumes you meet Jumpstart's requirements.

• In a new terminal, run the following:

  export DISABLE_SPRING=1
  rails new jumpstart -d postgresql -m https://raw.githubusercontent.com/excid3/jumpstart/master/template.rb
  cd jumpstart
  bundle add heya maildown
  rails generate heya:install
  rails db:migrate
  rails generate heya:campaign Onboarding welcome:0 getting_started extending_jumpstart jumpstart_pro

• Add the following to the end of app/models/user.rb:

  after_create_commit do
    OnboardingCampaign.add(self)
  end

• Configure MailCatcher (optional):

  # config/environments/development.rb
  Rails.application.configure do
    # ..
  
    # Use MailCatcher to inspect emails
    # http://mailcatcher.me
    # Usage:
    #   gem install mailcatcher
    #   mailcatcher
    #   # => Starting MailCatcher
    #   # => ==> smtp://127.0.0.1:1025
    #   # => ==> http://127.0.0.1:1080
    config.action_mailer.delivery_method = :smtp
    config.action_mailer.smtp_settings = {host: "localhost", port: 1025}
  end
  

• Update Procfile.dev:

  web: bundle exec rails server
  - worker: bundle exec sidekiq
  + worker: bundle exec sidekiq -q default -q heya
  webpack: bundle exec bin/webpack-dev-server

• Run the servers:

  mailcatcher
  foreman start

• Open these tabs:

  • ActionMailer Previews: http://localhost:5000/rails/mailers/
  • MailCatcher: http://127.0.0.1:1080

• Sign up for an account: http://localhost:5000/users/sign_up

You should see the welcome email in MailCatcher. To send the next 3 emails, run rails heya:scheduler periodically (the emails are sent every 2 days by default, unless you customize it).

Implemented this today. Thank you.