caffeinate

A Rails engine for drip campaigns/scheduled sequences and periodical support. Works with ActionMailer, and other things.

joshmn
345
13
Ruby
Caffeinate logo

Caffeinate

Caffeinate is a drip engine for managing, creating, and performing scheduled messages sequences from your Ruby on Rails application. This was originally meant for email, but now supports anything!

Caffeinate provides a simple DSL to create scheduled sequences which can be sent by ActionMailer, or invoked by a Ruby object, without any additional configuration.

There’s a cool demo app you can spin up here.

Now supports POROs!

Originally, this was meant for just email, but as of V2.3 supports plain old Ruby objects just as well. Having said, the documentation primarily revolves around using ActionMailer, but it’s just as easy to plug in any Ruby class. See Using Without ActionMailer below.

Is this thing dead?

No! Not at all!

There’s not a lot of activity here because it’s stable and working! I am more than happy to entertain new features.

Oh my gosh, a web UI!

See https://github.com/joshmn/caffeinate-webui for an accompanying lightweight UI for simple administrative tasks and overview.

Do you suffer from ActionMailer tragedies?

If you have anything like this is your codebase, you need Caffeinate:

class User < ApplicationRecord
  after_commit on: :create do
    OnboardingMailer.welcome_to_my_cool_app(self).deliver_later
    OnboardingMailer.some_cool_tips(self).deliver_later(wait: 2.days)
    OnboardingMailer.help_getting_started(self).deliver_later(wait: 3.days)
  end
end

class OnboardingMailer < ActionMailer::Base
  def welcome_to_my_cool_app(user)
    mail(to: user.email, subject: "Welcome to CoolApp!")
  end

  def some_cool_tips(user)
    return if user.unsubscribed_from_onboarding_campaign?

    mail(to: user.email, subject: "Here are some cool tips for MyCoolApp")
  end

  def help_getting_started(user)
    return if user.unsubscribed_from_onboarding_campaign?
    return if user.onboarding_completed?

    mail(to: user.email, subject: "Do you need help getting started?")
  end
end

What’s wrong with this?

  • You’re checking state in a mailer
  • The unsubscribe feature is, most likely, tied to a User, which means…
  • It’s going to be so fun to scale when you finally want to add more unsubscribe links for different types of sequences
    • “one of your projects has expired”, but which one? Then you have to add a column to projects and manage all that state… ew

Perhaps you suffer from enqueued worker madness

If you have anything like this is your codebase, you need Caffeinate:

class User < ApplicationRecord
  after_commit on: :create do
    OnboardingWorker.perform_later(:welcome, self.id)
    OnboardingWorker.perform_in(2.days, :some_cool_tips, self.id)
    OnboardingWorker.perform_later(3.days, :help_getting_started, self.id)
  end
end

class OnboardingWorker
  include Sidekiq::Worker
  
  def perform(action, user_id)
    user = User.find(user_id)
    user.public_send(action)
  end
end

class User
  def welcome
    send_twilio_message("Welcome to our app!")
  end

  def some_cool_tips
    return if self.unsubscribed_from_onboarding_campaign?

    send_twilio_message("Here are some cool tips for MyCoolApp")
  end

  def help_getting_started
    return if unsubscribed_from_onboarding_campaign?
    return if onboarding_completed?

    send_twilio_message("Do you need help getting started?")
  end
  
  private 
  
  def send_twilio_message(message)
    twilio_client.messages.create(
            body: message,
            to: "+12345678901",
            from: "+15005550006",
    )
  end
  
  def twilio_client
    @twilio_client ||= Twilio::REST::Client.new Rails.application.credentials.twilio[:account_sid], Rails.application.credentials.twilio[:auth_token]
  end
end

I don’t even need to tell you why this is smelly!

Do this all better in five minutes

In five minutes you can implement this onboarding campaign:

Install it

Add to Gemfile, run the installer, migrate:

$ bundle add caffeinate
$ rails g caffeinate:install
$ rake db:migrate

Clean up the business logic

Assuming you intend to use Caffeinate to handle emails using ActionMailer, mailers should be responsible for receiving context and creating a mail object. Nothing more. (If you are looking for examples that don’t use ActionMailer, see Without ActionMailer.)

The only other change you need to make is the argument that the mailer action receives. It will now receive a Caffeinate::Mailing. Learn more about the data models:

class OnboardingMailer < ActionMailer::Base
  def welcome_to_my_cool_app(mailing)
    @user = mailing.subscriber
    mail(to: @user.email, subject: "Welcome to CoolApp!")
  end

  def some_cool_tips(mailing)
    @user = mailing.subscriber
    mail(to: @user.email, subject: "Here are some cool tips for MyCoolApp")
  end

  def help_getting_started(mailing)
    @user = mailing.subscriber
    mail(to: @user.email, subject: "Do you need help getting started?")
  end
end

Create a Dripper

A Dripper has all the logic for your sequence and coordinates with ActionMailer on what to send.

In app/drippers/onboarding_dripper.rb:

class OnboardingDripper < ApplicationDripper
  # each sequence is a campaign. This will dynamically create one by the given slug
  self.campaign = :onboarding 
  
  # gets called before every time we process a drip
  before_drip do |_drip, mailing| 
    if mailing.subscription.subscriber.onboarding_completed?
      mailing.subscription.unsubscribe!("Completed onboarding")
      throw(:abort)
    end 
  end
  
  # map drips to the mailer
  drip :welcome_to_my_cool_app, mailer: 'OnboardingMailer', delay: 0.hours
  drip :some_cool_tips, mailer: 'OnboardingMailer', delay: 2.days
  drip :help_getting_started, mailer: 'OnboardingMailer', delay: 3.days
end

We want to skip sending the mailing if the subscriber (User) completed onboarding. Let’s unsubscribe
with #unsubscribe! and give it an optional reason of Completed onboarding so we can reference it later
when we look at analytics. throw(:abort) halts the callback chain just like regular Rails callbacks, stopping the
mailing from being sent.

Add a subscriber to the Campaign

Call OnboardingDripper.subscribe to subscribe a polymorphic subscriber to the Campaign, which creates
a Caffeinate::CampaignSubscription.

class User < ApplicationRecord
  after_commit on: :create do
    OnboardingDripper.subscribe!(self)
  end
end

Run the Dripper

You’ll usually do this in a scheduled background job or cron.

OnboardingDripper.perform!

Alternatively, you can run all of the registered drippers with Caffeinate.perform!.

Done

You’re done.

Check out the docs for a more in-depth guide that includes all the options you can use for more complex setups,
tips, tricks, and shortcuts.

Using Without ActionMailer

Now supports POROs that inherit from a magical class! Using the example above, implementing an SMS client. The same rules apply, just change mailer_class or mailer to action_class, and create a Caffeinate::ActionProxy (acts just like an ActionMailer). See Without ActionMailer.) for more.

But wait, there’s more

Caffeinate also…

  • ✅ Works with regular Ruby methods as of V2.3
  • ✅ Allows hyper-precise scheduled times. 9:19AM in the user’s timezone? Sure! Only on business days? YES!
  • ✅ Periodicals
  • ✅ Manages unsubscribes
  • ✅ Works with singular and multiple associations
  • ✅ Compatible with every background processor
  • ✅ Tested against large databases at AngelList and is performant as hell
  • ✅ Effortlessly handles complex workflows
    • Need to skip a certain mailing? You can!

Documentation

Upcoming features/todo

Handy dandy roadmap.

Alternatives

Not a fan of Caffeinate? I built it because I wasn’t a fan of the alternatives. To each their own:

Contributing

There’s so much more that can be done with this. I’d love to see what you’re thinking.

If you have general feedback, I’d love to know what you’re using Caffeinate for! Please email me (any-thing [at] josh.mn) or tweet me @joshmn or create an issue! I’d love to chat.

Contributors & thanks

  • Thanks to sourdoughdev for releasing the gem name to me. 😃
  • Thanks to markokajzer for listening to me talk about this most mornings.

License

The gem is available as open source under the terms of the MIT License.