Email-mailing – a convenient and effective tool for onboarding in IT companies

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Almost every company has a program to adapt new employees to help them get into the team as carefully and without stress as possible.Our client, an IT company from Belarus, came with an unusual request for our agency - to create a chain of e-mails for the onboarding of their employees: new employees and applicants for positions who are on probation.The result was an effective tool for solving current problems, especially for remote employees: acquaintance with the company, its work processes, training.Preparation of the newsletterTogether with the client, we have developed a content email-mailing plan, where we prescribed the main stages of mailing, their sequence and deadlines for sending. A total of 9 letters for onboardFragment of the drawn map of the process of onboarding in IT-company (miro)Integrating the Planfix and SendPulse systemTo send emails, you had to find the possibility of integrating Planfix and SendPulse.There is no native integration, third-party services were not used.

Therefore, implemented through sending an HTTP request with the necessary data from one system to another.Architecture of Integration1. The new employee is registered in Planfix.2. It is transmitted from Planfix to SendPulse and is listed in the address book.3. The automatic chain shopify website design  starts with sending a notification to an HR specialist.Screen from SendPulse. New employee registration chain in Planfix and sending notification4. The HR manager sends a link to the kaip-chat to SendPulse to the new employee (chat is created to discuss payment issues and terms of cooperation).5. Then the second part of the automatic chain starts: the letter No. 1 goes and a notification to the HR specialist* (more about the content of the letters will be discussed in the next section of the ind #).Screen from SendPulse. The chain of registration of a new employee in Planfix and sending him the first email from the company*If the candidate does not open the first letter, it is sent to him again the next day. If the second letter is not read by them, this is the notification to the HR specialist from SendPulse.6. 5 days before the release of the applicant, letters No.



2 and No. 3 are sent to him.Screen from SendPulse. The chain of sending two letters to the candidate 5 days before going to workIn the second letter, we placed a Google form. This is a questionnaire that the new employee is invited to fill in to get acquainted with him.After filling out the form, the data must be sent back to SendPulse to use them for further mailings (for example, the date of birth is required for a birthday greeting).How did we implement this point? Through Apps Script (Service from Google). After filling out the form, the Google script is automatically launched, and the data is sent to SendPulse.Google-script of Google-form and SendPulse integration7. On the first working day of the employee, the remaining letters are sent to him consistently, and the HR manager receives a notification that the probationary period of a particular candidate ends.