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Automate Beta Tester Verification & Onboarding with Trello, Gmail and QR Codes

by Jitesh Dugarโ€ขUpdated: Last update 10 days agoโ€ขSource: n8n.io
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Getting Started

Verified Beta Tester Access Kit - Automated Onboarding System

Transform Your Beta Testing Program

Automate your entire beta tester onboarding process from signup to tracking with this comprehensive, production-ready n8n workflow.


๐Ÿ“š CATEGORY TAGS

Primary Category:

  • โœ… Marketing & Sales

Additional Tags:

  • Automation
  • Email Marketing
  • User Management
  • Onboarding
  • SaaS
  • Product Launch
  • Beta Testing
  • Access Control

What This Workflow Does

When a beta tester signs up through your form or API, this workflow automatically:

โœ… Verifies Email Authenticity - Uses VerifiEmail API to validate addresses and block disposable emails
โœ… Generates Unique Access Codes - Creates secure BETA-XXXXXX codes with timestamps
โœ… Creates QR Codes - Generates scannable codes for quick mobile activation
โœ… Builds Branded Access Cards - Produces professional HTML/CSS cards with tester details
โœ… Converts to Images - Transforms cards into shareable PNGs
โœ… Sends Welcome Emails - Delivers beautifully formatted emails via Gmail
โœ… Logs in Trello - Creates organized tracking cards automatically
โœ… Returns API Responses - Sends success/error responses with complete data

Complete execution time: 5-10 seconds per signup


Perfect For

๐Ÿš€ SaaS startups launching beta programs
๐Ÿ“ฑ Mobile app developers managing beta testers
๐ŸŽฎ Game studios running closed beta tests
๐Ÿข Enterprise teams controlling early access
๐Ÿ’ผ Product managers organizing user testing
๐Ÿ”ฌ Research projects managing participants


Key Features

Security First

  • Real-time email validation
  • Blocks disposable email addresses
  • Unique, non-guessable access codes
  • Webhook authentication ready

Professional Branding

  • Customizable HTML/CSS templates
  • Embedded QR codes
  • Responsive email design
  • High-quality PNG generation

Team Collaboration

  • Automatic Trello card creation
  • Organized tracking boards
  • Checklist items for follow-ups
  • Easy team assignments

Production Ready

  • Comprehensive error handling
  • Detailed logging
  • Scalable architecture
  • Easy integration

What You'll Need

Required API Keys (All Have Free Tiers):

  1. VerifiEmail - Email verification at https://verifi.email
  2. HTMLCSSToImage - Image generation at https://htmlcsstoimg.com
  3. Gmail Account - Email delivery
  4. Trello Account - Project tracking at https://trello.com/app-key

Workflow Steps

  1. Webhook receives POST request with tester data
  2. VerifiEmail validates email authenticity
  3. Conditional logic routes valid/invalid emails
  4. Function generates unique BETA-XXXXXX access codes
  5. HTTP Request creates QR code image
  6. Set node stores QR code URL
  7. HTMLCSSToImage converts access card to PNG
  8. Gmail sends branded welcome email with kit
  9. Trello creates tracking card in board
  10. Webhook responds with success/error status

Sample Request

POST to webhook:

{
  "tester_name": "Aarav Mehta",
  "tester_email": "[[emailย protected]](/cdn-cgi/l/email-protection)",
  "product_name": "YourApp v1.0",
  "signup_date": "2025-11-05"
}

Success Response (200):

{
  "status": "success",
  "message": "Beta tester verified and access kit delivered",
  "data": {
    "tester_name": "Aarav Mehta",
    "access_code": "BETA-A7K9M2",
    "trello_card_created": true,
    "email_sent": true,
    "qr_code_generated": true
  }
}

Error Response (400):

{
  "status": "error",
  "message": "Invalid or disposable email address detected",
  "reason": "Disposable email"
}

Customization Options

Email Template

  • Modify HTML in Gmail node
  • Add company logo
  • Change colors and fonts

Access Card Design

  • Edit CSS in HTMLCSSToImage node
  • Adjust QR code size
  • Match your brand

Access Code Format

  • Change prefix from "BETA-" to your choice
  • Modify length and characters

Trello Integration

  • Add custom fields
  • Include labels
  • Set due dates
  • Assign team members

Use Cases

Mobile App Beta Launch
User fills form โ†’ Email verified โ†’ Code sent โ†’ App activated โ†’ Team tracks in Trello

SaaS Early Access
User signs up โ†’ Email validated โ†’ Access kit received โ†’ Product team manages

Game Testing Campaign
Player requests access โ†’ Email verified โ†’ Unique key generated โ†’ Community team tracks


What Makes This Special

Unlike simple email workflows, this is a complete system that handles:

  • Security (email verification)
  • Branding (custom access cards)
  • Communication (professional emails)
  • Tracking (team collaboration)
  • Integration (webhook API)

All in one cohesive, production-ready workflow!


Troubleshooting

Common Issues & Solutions:

  • Webhook not receiving data โ†’ Check URL and POST method
  • Email verification fails โ†’ Verify API key and rate limits
  • Gmail not sending โ†’ Reconnect OAuth2
  • Trello card fails โ†’ Confirm List ID is correct
  • Image not generating โ†’ Check HTMLCSSToImage credentials

๐Ÿท๏ธ ADDITIONAL METADATA

Difficulty Level:

  • โญโญโญ Intermediate (requires API key setup)

Time to Setup:

  • ๐Ÿ• 10-15 minutes