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feat(experiments): add on finish actions, support email #22354

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@aryanrawlani28 aryanrawlani28 commented May 19, 2024

Problem

Based on / fixes: #13106.

Changes

  • Add new field: finish_actions
  • Add optional config-based setup for sending emails of results once experiment ends
  • Add new html template for results of experiment

View:
Screenshot 2024-05-16 074251

Edit:
Screenshot 2024-05-11 170022

Email sample:
image

Email sample, where the experiment fails:
image

Notes

Approach

Base Model

For the base data model, I wanted to keep the post-actions a bit generic, so we can add-on anything, if needed, in future.
Example:

finish_actions: [
    {
        action: 'SEND_EMAIL',
        value: {
            ALL: ['devs@posthog.com'], // People to notify, regardless of the outcome
            SUCCESS: ['pms@posthog.com'],
            FAILURE: ['tpms@posthog.com'],
        },
    },
]

Why's

Q. Why a config based, and not directly sending to all project memebers?

  • Might help avoiding polluting everybody's inbox? Only certain people might have a usecase for this.
  • Case of failures, we might want to avoid sending it to everyone?

Q. Why three different cases for sending emails to?

I think it'd be useful to have something like this, since the usecases for each of them might be actionable for different personas within an organization.

  • ALL: The person or team managing experiments, for direct actionable insights.
  • SUCCESS: If the experiment is a success, I'd like to auto-send it, for example, to our DevRel or PM team, who might use this data and communicate upcoming changes or prepare release notes respectively. Or maybe my direct reports would appreciate that something they worked on, was a success.
  • FAILURE: If failed, maybe TPMs (Project team) or PSMs (Partner Success team) can help improve our future experiments, by talking to customers first-hand and seeing what went wrong?

Conclusion

Of course, we could always send it to an initial member (i.e experiment creator) who could then forward it as and when needed. Or we could have a config-based setup like this.

Does this work well for both Cloud and self-hosted?

todo

Testing

todo

Todos

  • For the email contents, should we add a graph, if yes, what kind would make sense for the users
  • Testcases, testing
  • email output review for all cases
  • Self-review

Any feedback is appreciated, these are my initial thoughts :)

I'll need help in thinking about the email contents - I've added small amount so far of what I think might be helpful, but the wording and additional content, if any, is pending.

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- The celery task needs to do a fresh calculation of results
- skip finish action display messages if none present
- move display only finish action to case based
- View mode -> display emails if values present
- Don't allow empty values for records - filter before submission
- Keep next action to add generic
@aryanrawlani28 aryanrawlani28 force-pushed the feat/add-experiment-finish-actions branch from bd62547 to db3a70d Compare May 19, 2024 13:55
@aryanrawlani28 aryanrawlani28 marked this pull request as ready for review May 23, 2024 03:33
@neilkakkar neilkakkar requested a review from a team May 28, 2024 09:43
@neilkakkar
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Thanks @aryanrawlani28 for the contribution! I'll try to get a review in by next week, this is a big one with lots of potential pitfalls 😅

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This PR hasn't seen activity in a week! Should it be merged, closed, or further worked on? If you want to keep it open, post a comment or remove the stale label – otherwise this will be closed in another week.

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This PR was closed due to lack of activity. Feel free to reopen if it's still relevant.

@neilkakkar neilkakkar reopened this Jun 12, 2024
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Notify users via email after experiment ends
3 participants