automatic onboarding process for freelancers

[echolabstech]

What changed and why?

When someone signs up on the website, we don't follow up with a thank you email or any email instructions for what to do next. Spend a lot of time to follow the onboarding process manually.

Background context or notes?

how to make a google app script

todo (if appropriate):

• [ ] understand the onboarding process and summarize the steps. Referring to Onboarding Procedure for Freelancer or community manager.

• [ ] create a form linked to a button of freelancer.coderbunker.com issue #67 to get necessary information (name, email address, objective ...) of people sign up.

• [ ] store freelancers' information in a spreadsheet in coderbunker's drive.

• [ ] using google script to send email to new signups, referring to existing google script

• [ ] check how many new signups per month.

Goals

Reduce Coderbunker Onboarding freelancer process from 20 steps to 5 steps (-15 steps)

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reviewer todo (if appropriate):

• [ ] at least one reviewer has seen this PR work on local
• [ ] this PR does not break tests

[Sunying-RONG]

• [ ] I created a form by Typeform and connected with spreadsheet to Dante's google drive, and moved it to CoderBunker Marketing drive, but I can't edit the spreadsheet there. We need to figure out how to edit the spreadsheet in Coderbunker's drive.

• [ ] I wrote these code for sending email automatically, we need to copy past these code in spreadsheet - tools - script editor and run it in Coderbunker's drive. The spread sheet should have the content (first row and tab name) in following pictures. // function sendNew(){ var dataSheet = SpreadsheetApp.getActiveSpreadsheet().getSheetByName("data"); var templetSheet = SpreadsheetApp.getActiveSpreadsheet().getSheetByName("template"); var templateSubject = templetSheet.getRange(1, 2).getValue(); var templateBody = templetSheet.getRange(2, 2).getValue();

  for (var i =2; i<= dataSheet.getLastRow(); i++){ var name = dataSheet.getRange(i, 1).getValue(); var emailAddress = dataSheet.getRange(i, 2).getValue(); var status = dataSheet.getRange(i, 3).getValue();

  var subject = templateSubject.replace("<>", name); var body = templateBody.replace("<>", name);

  if (status == ""){ MailApp.sendEmail(emailAddress, subject, body); dataSheet.getRange(i,3).setValue("Email Sent"); } } }

ScriptApp.newTrigger("sendNew") .timeBased() .everyMinutes(1) .create(); //

• [ ] After above steps, I need to update the of join in button in HTML.

We only need the following code to send email automatically. For checking new entries, no need to use code, we can use the setting in Google script, as shown in following picture: // function sendNew(){ var dataSheet = SpreadsheetApp.getActiveSpreadsheet().getSheetByName("data"); var templetSheet = SpreadsheetApp.getActiveSpreadsheet().getSheetByName("template"); var templateSubject = templetSheet.getRange(1, 2).getValue(); var templateBody = templetSheet.getRange(2, 2).getValue();

for (var i =2; i<= dataSheet.getLastRow(); i++){ var name = dataSheet.getRange(i, 1).getValue(); var emailAddress = dataSheet.getRange(i, 2).getValue(); var status = dataSheet.getRange(i, 3).getValue();

var subject = templateSubject.replace("<>", name); var body = templateBody.replace("<>", name);

if (status == ""){ MailApp.sendEmail(emailAddress, subject, body); dataSheet.getRange(i,3).setValue("Email Sent"); } } } //

[rngadam]

This is redundant work to what @ancagabriela has done internally for the script to onboard people.

The full onboarding procedure is described here:

https://docs.google.com/document/d/1OskzP7OSv1wWe212Qgz_MpNTdNQcpgQbZAYKxjX12uA/edit#

We send out this PDF at the moment:

Coderbunker email registration.pdf

This creates an entry on Coderbunker Categorization:

https://docs.google.com/spreadsheets/d/11fWotgVODH5xuj6OH9YunbJCMnqCWD1Ud-pyJ_ID52A/edit#gid=0

Then we MANUALLY run a script

https://script.google.com/d/1Nnxm0mLzRMObgh_sO892JC05h5r_5eQTo3nXqDT_mbZoebpYLxTONPcB/edit

@Sunying-RONG read and integrate the script. I think what's interesting here is that you figured out a way to automatically run the mail sending script - that's the functionality we need to integrate to the next step.

[andiechu]

1. clone the repo
2. create a folder under /src
3. work on your code in this folder: use clasp to pull down your script code in this folder.
4. everytime you change the script's code in Google's Editor, use clasp pull to update your local codes. Then push them to Github

[Sunying-RONG]

This issue is seperated and finished by issues #67 #74 #75 #76