Guide New Member Through Onboarding After Referral
The period immediately after a new member joins is when personal connection matters most. This story ensures that when a referred individual completes the new member onboarding flow in the app, the referring peer mentor receives an in-app notification (and optionally a push notification) so they can proactively reach out. The notification should include the new member's first name and the date they joined. The peer mentor should also be able to view a lightweight summary of their new recruit's onboarding progress — whether they have completed their profile, logged their first activity, etc. — without exposing private information.
User Story
Acceptance Criteria
- Given a new member completes registration using a peer mentor's referral code, when the registration is confirmed, then the referring peer mentor receives an in-app notification stating '[First Name] joined using your referral'
- Given the peer mentor has push notifications enabled, when a referred member completes registration, then a push notification is also delivered within 5 minutes
- Given a peer mentor views the recruitment stats screen, when they tap on a specific recruit's entry, then they see onboarding milestone completion status (app installed, profile complete, first activity logged) without revealing private personal data
- Given a peer mentor receives a new recruit notification, when they tap the notification, then they are deep-linked to the recruit's onboarding summary view
- Given notification preferences are set to quiet hours, when a recruit completes registration during quiet hours, then the notification is held and delivered at the start of the next active period
Business Value
Member retention starts at onboarding. Research consistently shows that personal outreach in the first 48 hours after joining dramatically increases long-term retention. By closing the loop between recruitment and onboarding, this story ensures peer mentors can act as the human connection point that distinguishes peer support organizations from impersonal services. It also provides organizations with data on referral-to-retention rates.
Components
- New Member Onboarding Screen ui
- Referral Attribution Service service
- Recruitment Attribution Repository data
- Push Notification Service infrastructure
- Notification Trigger Service service
- Notification Repository data
- Notification Deep Link Handler service
- Notification Centre Screen ui
- Notification BLoC service
- Supabase Realtime Subscription Service infrastructure