Milo Onboarding

Welcome email sequences for new subscribers, ending with a pre-renewal heads-up. Kill early churn.

Installation

  1. Install and activate the free Milo Subscriptions plugin.
  2. Upload and activate Milo Onboarding (Plugins → Add New → Upload).
  3. Enter your license key under Subscriptions → Licenses to enable updates.

Configuration

Welcome email sequence for new subscribers: welcome, tips, check-in, then a pre-renewal heads-up as the last step. The sequence stops automatically if the subscription ends. Customize the content with the milo_onboarding_email filter.

Under Subscriptions → Settings → General → Onboarding:

Setting Description
Send onboarding emails On/off switch.
Send after (days, comma-separated) 0 sends right after sign-up. The last step is the pre-renewal heads-up.

The sequence

Set the send days (comma-separated day offsets). Default content ships for every step: welcome, tips, check-in, and a pre-renewal heads-up as the final step; placeholders {first_name}, {plan}, {next_payment}, {site}, {account_url} resolve per customer.

Customizing steps

The milo_onboarding_email filter receives each email before sending: change the copy per step, or return an empty array to skip a step for some customers.

Guardrails

Emails only go to active (or payment-retrying) subscriptions; a customer who cancels, or asks to cancel, stops receiving the sequence immediately. Per-step sent counters are kept. In standalone mode the sequence runs for Stripe-driven subscriptions too.

Developer reference

  • milo_onboarding_email — Filter each step’s subject/body (empty array = skip).
  • milo_onboarding_sent — Fires after each step is sent.

Billing modes

Works in both WooCommerce mode and standalone (Stripe-driven) mode.

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