Onboarding Nudge - Francis Testing¶

This workflow automatically sends daily nudge messages to new youth entrepreneurs who haven't completed their onboarding process, using different messaging strategies based on whether they originally signed up via WhatsApp or other channels.

Purpose¶

No business context provided yet — add a context.md to enrich this documentation.

Based on the workflow implementation, this appears to be designed to re-engage new users who have registered for a youth entrepreneurship program but haven't yet completed their onboarding. The system sends personalized nudge messages via WhatsApp or SMS to encourage users to continue with the setup process.

How It Works¶

Query New Users: The workflow starts by finding all youth entrepreneurs with phone numbers who have "new" onboarding status, excluding call center and internal team entries
Filter Active Users: Only processes users who aren't already marked as "active" to avoid sending nudges to completed users
Route by Channel: Splits users into two paths based on their original signup channel:
- WhatsApp Users: Checks their recent chat history and sends appropriate messages
- Non-WhatsApp Users: Sends SMS nudges directly
WhatsApp Logic: For WhatsApp users, the system:
- Looks up their most recent chat log entry
- If they've been active in the last 24 hours, sends a WhatsApp message
- If not active recently (or no chat history), sends an SMS with WhatsApp invitation link
Message Logging: All sent messages are logged to the chat history database for tracking
Batch Processing: Users are processed in batches to manage system load

Workflow Diagram¶

graph TD
    A[Schedule Trigger/Manual Trigger] --> B[getUserRecord]
    B --> C[skipIfAlreadyOnboarded]
    C --> D[If - Check Channel]

    D -->|WhatsApp| E[Loop Over Items]
    D -->|Other| F[Loop Over Items1]

    E --> G[Execute SQL Query - Get Chat Log]
    G --> H[checkIfWeFindAChatlogRecord]
    H -->|Found| I[ifLessThen24hrsPassed]
    H -->|Not Found| J[setNudgeMessage1]

    I -->|< 24hrs| K[Send WhatsApp via Twilio]
    I -->|> 24hrs| J[setNudgeMessage1]

    J --> L[Send SMS via Africa's Talking2]
    L --> M[getUserRecord5 - Log Message]

    F --> N[setNudgeMessage]
    N --> O[Send SMS via Africa's Talking]
    O --> P[getUserRecord4 - Log Message]

    K --> E
    M --> E
    P --> F

Trigger¶

Schedule Trigger: Runs daily at 10:30 AM (currently disabled)
Manual Trigger: Can be executed manually for testing

Nodes Used¶

Node Type	Node Name	Purpose
Postgres	getUserRecord	Query youth entrepreneurs with "new" onboarding status
If	skipIfAlreadyOnboarded	Filter out users who are already active
If	If	Route users based on signup channel (WhatsApp vs other)
Split In Batches	Loop Over Items	Process WhatsApp users in batches
Split In Batches	Loop Over Items1	Process non-WhatsApp users in batches
Postgres	Execute a SQL query	Get recent chat history for WhatsApp users
If	checkIfWeFindAChatlogRecord	Check if user has any chat history
If	ifLessThen24hrsPassed	Check if user was active in last 24 hours
Twilio	Send WhatsApp response via Twilio1	Send WhatsApp messages to active users
Set	setNudgeMessage	Create SMS message for non-WhatsApp users
Set	setNudgeMessage1	Create SMS message with WhatsApp invitation
HTTP Request	Send SMS via Africa's Talking	Send SMS to non-WhatsApp users
HTTP Request	Send SMS via Africa's Talking2	Send SMS with WhatsApp link
Postgres	getUserRecord4	Log SMS messages to chat history
Postgres	getUserRecord5	Log SMS messages with WhatsApp links

External Services & Credentials Required¶

Twilio¶

Credential: twilioApi (Iganga Coach)
Purpose: Send WhatsApp messages
Required: Account SID, Auth Token

Africa's Talking¶

Credential: httpHeaderAuth (AT Header Auth)
Purpose: Send SMS messages
Required: API Key for header authentication

PostgreSQL Database¶

Credential: postgres (kdpTestEnv)
Purpose: Query user data and log messages
Required: Database connection string, username, password

Environment Variables¶

No explicit environment variables are used in this workflow. All configuration is handled through n8n credentials.

Data Flow¶

Input¶

Youth entrepreneur records from youthEntrepreneursReal table
Chat history from chatLog table

Processing¶

Filters users by onboarding status and channel
Checks recent activity for WhatsApp users
Generates personalized nudge messages

Output¶

WhatsApp messages via Twilio
SMS messages via Africa's Talking
Message logs in n8n_chat_histories table

Error Handling¶

The workflow includes basic error handling: - Continue on Error: Twilio WhatsApp sending and database logging operations are set to continue on error - Always Output Data: SQL query node always outputs data even if no results found - Fallback Paths: If WhatsApp sending fails, the workflow continues to the next iteration

Known Limitations¶

Schedule trigger is currently disabled, requiring manual execution
No retry mechanism for failed message sends
Limited error reporting - failures may go unnoticed
Hard-coded phone numbers and message templates
No rate limiting for external API calls

No related workflows identified from the current context.

Setup Instructions¶

Import Workflow: Import the JSON into your n8n instance
Configure Credentials:
- Set up PostgreSQL connection (kdpTestEnv)
- Configure Twilio API credentials (Iganga Coach)
- Set up Africa's Talking HTTP header authentication (AT Header Auth)
Database Setup: Ensure these tables exist:
- youthEntrepreneursReal with columns: phoneNumber, onboardingStatus, channel, intr01_uuid, firstName
- chatLog with columns: userPhone, channel, created_at
- n8n_chat_histories with columns: session_id, message
Enable Schedule:
- Enable the Schedule Trigger node if you want automatic daily execution
- Adjust the time (currently 10:30 AM) as needed
Test Configuration:
- Use the Manual Trigger to test the workflow
- Verify message sending and database logging work correctly
- Check that user filtering logic works as expected
Production Deployment:
- Enable the Schedule Trigger
- Monitor error outputs and message delivery
- Set up alerting for failed executions