Onboarding Stagnation Nudge
Onboarding Stagnation Nudge
Available from: v0.1.255
Overview
The Onboarding Stagnation Nudge is a scheduled workflow that automatically identifies organizations that have not completed their onboarding setup and sends a targeted reminder to the organization owner. This helps reduce drop-off during the setup phase without requiring any manual intervention from your team.
How It Works
The workflow runs once every day at 09:00 UTC.
On each run, it evaluates every organization against the following criteria:
| Condition | Detail |
|---|---|
| Incomplete onboarding steps | At least one onboarding_steps record has no completedAt timestamp |
| Account age | The organization was created more than 3 days ago |
| Notification cooldown | No nudge notification has been sent to this organization in the past 7 days |
If all three conditions are met, the workflow triggers the following actions for that organization's owner:
- In-app notification — delivered inside the platform listing each outstanding onboarding step.
- Email notification — sent to the owner's registered email address, containing the same list of remaining steps with a direct action link for each one.
Notification Content
Both the in-app and email notifications include:
- A summary of which onboarding steps remain incomplete
- A direct link for each step so the owner can navigate straight to the relevant action
Entities Involved
| Entity | Role |
|---|---|
organizations | Source of org creation date and owner reference |
onboarding_steps | Checked for missing completedAt values |
org_members | Used to resolve the organization owner |
notifications | Queried to enforce the 7-day cooldown; new records written on dispatch |
subscriptions | Referenced during workflow evaluation |
Frequency & Cooldown
- Schedule: Daily at
0 9 * * *(09:00 UTC) - Cooldown: An organization will not receive a nudge more than once every 7 days, preventing notification fatigue.
- Automatic stop: Once all
onboarding_stepsrecords for an organization have acompletedAtvalue, the organization will no longer match the trigger condition and will receive no further nudges.
FAQs
Will an owner receive multiple emails on the same day? No. The 7-day cooldown ensures only one nudge is sent per organization per week.
What happens after all steps are completed? The workflow will no longer match that organization — no further nudge notifications will be sent.
Can an owner opt out? Opt-out behaviour is governed by your platform's notification preferences. The workflow respects the notification dispatch layer, which may honour subscription or preference settings.