1.Captures dashboard viewed event
Integrate PostHog and event analytics tools to capture creator ID and viewer details to centralize onboarding signals.
Send onboarding email to dashboard viewers missing sandbox
Automatically monitor dashboard viewed events across PostHog for missing sandbox users. Automatically send targeted onboarding emails when dashboard viewed, dashboard accessed, or dashboard loadedβso you can create follow-up records, send onboarding steps, and flag outreach without manual follow-up.
How this automation accelerates dashboard onboarding follow-up
When Dashboard viewed event performed triggers and sandbox is missing, missed setup stalls adoption. This automation captures viewer events and updates outreach records and sends onboarding emails and rechecks sandboxβso your team can reduce manual follow-up.
PostHogor swap with your favorite app
2.Finds or creates contact record
Integrate Zapier Tables and data lookup tools to match by creator event ID and write last-seen timestamps to update the contact record.
Zapier Tablesor swap with your favorite app
3.Splits display name into first and last
Integrate Formatter by Zapier and data formatting tools to split the display name into first and last fields to personalize the email.
Formatter by Zapieror swap with your favorite app
4.Delays before rechecking sandbox
Integrate Delay by Zapier and scheduling tools to pause for 3 days and re-query the table to reassess sandbox and outreach flags.
Delay by Zapieror swap with your favorite app
5.Re-finds the contact record
Integrate Zapier Tables and recheck tools to re-find the record and confirm sandbox and outreach status before sending.
6.Sends onboarding email to viewer
Integrate Gmail and email template tools to send the onboarding message mapping contact email and first name to trigger onboarding steps.
Gmailor swap with your favorite app
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