Loomio

Follow-up emails

Richard D. Bartlett PublicSeen by 34

Once a group has been approved, they go through a bunch of critical stages before they succeed:

  1. Approved: request has been approved but they are yet to start setting up (members = 0)
  2. Setup started: they've clicked the 'your group has been approved' link but failed to complete group setup (members = 1, setup_completed_at.blank?)
  3. Setup complete: (setup_completed_at.present?)
  4. Invitations sent: (members = 1, memberships.where(group_id) > 1)
  5. People arrive: (members > 1)
  6. Success: (insert Simon's definition of engaged group)

Emails to coordinators

Today we started looking at how we could use follow-up emails to coordinators to make it more likely that their new group will successfully get through these phases. Today we just focussed on the first 3 phases. I will add to this thhread as we flesh out more stages and more emails, I just want to keep everything together in one place.

Approval email

When the group is approved, the coordinator receives the Approval email. The text is customizable but here's the default:

Hi {admin_name}

I've just approved your application to join Loomio. Click the link below to set up your group:

{invitation_link}

Please let me know if you have any questions.

Thanks!
Richard

Get Started email

When they click the invitation link, we can email them some additional help info and and a personal invitation for feedback. Something like:

Hi there, 

Welcome to Loomio - you’re one of our early users, so we’d like to support you and listen
to what you’ve got to say - your feedback will shape how we do things.

Here’s some information about how to use Loomio [link] and how to run a group [link]. 

Please tell us if there’s other information you’d like to see. 

As a group coordinator, your next steps are: 1,2,3

Failed to Start email

After say 3 days, if the coordinator has failed to finish setting up their group we can prompt them with an email saying 'hey, remember you asked for a Loomio group? did you have some trouble? click here to get started'

Richard D. Bartlett

I don't have a super clear picture of the simplest iteration forward. How's this:

  1. add another scope to the admin panel i.e. show me groups that have been approved but failed to start.
  2. on the admin/group/id page, add a link to the send_failed_to_start_email form, which would be basically a clone of the approve_and_send_form but with different default text.

Sound good?

Richard D. Bartlett

@simontegg it would be excellent if we could track how groups move through these phases.

Simon Tegg

Thanks for this, generating strict, useful definitions is half the job!

Can a "setup completed" marker be exported by the stats rake script? Or shall we wait for a javascript-based export. @jonlemmon. I was gonna get @robertguthrie to add more stuff to the rake script in any case