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Website: Set psychologicalStageChangeReason and intentSingals on contacts created from newsletter submissions (#23544)

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Closes: https://github.com/fleetdm/confidential/issues/8690
Closes: https://github.com/fleetdm/confidential/issues/8691

Changes:
- Updated the update-or-create-contact-and-account to set intentSignals
on contacts
- Updated create-or-update-one-newsletter-subscription to set
psychologicalStageChangeReason and intentSignal on contacts.
This commit is contained in:
Eric 2024-11-05 16:02:34 -06:00 committed by GitHub
parent dfe308f98d
commit 6065fa5d77
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GPG key ID: B5690EEEBB952194
2 changed files with 39 additions and 5 deletions
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14
website/api/controllers/create-or-update-one-newsletter-subscription.js vendored
View file

@ -41,20 +41,28 @@ module.exports = {
.tolerate('E_UNIQUE');
await NewsletterSubscription.updateOne({emailAddress: emailAddress}).set({isSubscribedToReleases: true});
let psychologicalStageChangeReason = 'Website - Newsletter';
if(this.req.session.adAttributionString && this.req.session.visitedSiteFromAdAt) {
let sevenDaysAgoAt = Date.now() - (1000 * 60 * 60 * 24 * 7);
// If this user visited the website from an ad, set the psychologicalStageChangeReason to be the adCampaignId stored in their session.
if(this.req.session.visitedSiteFromAdAt > sevenDaysAgoAt) {
psychologicalStageChangeReason = this.req.session.adAttributionString;
}
}
sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
emailAddress: emailAddress,
contactSource: 'Website - Newsletter',
description: `Subscribed to the Fleet newsletter`,
psychologicalStage: '3 - Intrigued',
psychologicalStageChangeReason: 'Website - Newsletter',
psychologicalStageChangeReason,
intentSignal: 'Subscribed to the Fleet newsletter',
}).exec((err)=>{// Use .exec() to run the salesforce helpers in the background.
if(err) {
sails.log.warn(`Background task failed: When a user signed up for a newsletter, a lead/contact could not be updated in the CRM for this email address: ${emailAddress}.`, err);
}
return;
});
});//_∏_
// All done.
return;

30
website/api/helpers/salesforce/update-or-create-contact-and-account.js vendored
View file

@ -44,6 +44,15 @@ module.exports = {
},
getStartedResponses: {
type: 'string',
},
intentSignal: {
type: 'string',
isIn: [
'Subscribed to the Fleet newsletter',
// 'Signed up for a fleetdm.com account',//
// 'Submitted the "Talk to us" form',
// 'Submitted the "Send a message" form',
],
}
},
@ -60,8 +69,7 @@ module.exports = {
},
fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, psychologicalStageChangeReason, contactSource, description, getStartedResponses}) {
fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, psychologicalStageChangeReason, contactSource, description, getStartedResponses, intentSignal}) {
// Return undefined if we're not running in a production environment.
if(sails.config.environment !== 'production') {
sails.log.verbose('Skipping Salesforce integration...');
@ -114,6 +122,9 @@ module.exports = {
if(psychologicalStageChangeReason) {
valuesToSet.Psystage_change_reason__c = psychologicalStageChangeReason;// eslint-disable-line camelcase
}
if(intentSignal) {
valuesToSet.Intent_signals__c = intentSignal;// eslint-disable-line camelcase
}
let existingContactRecord;
// Search for an existing Contact record using the provided email address or linkedIn profile URL.
@ -134,6 +145,21 @@ module.exports = {
if(description && existingContactRecord.Description) {
valuesToSet.Description = existingContactRecord.Description + '\n' + description;
}
// If an intent signal was specified, add it to the list of intent signals on the exisitng contact.
// Note: intent signals values are stored as a single string in salesforce, separated by a semicolon.
if(intentSignal && existingContactRecord.Intent_signals__c) {
// Convert the string from the Salesforce record into an array.
let existingContactIntentSignalsAsAnArray = existingContactRecord.Intent_signals__c.split(';');
// If this intent signal is not included in the exisitng contacts intent signals, add it.
if(!existingContactIntentSignalsAsAnArray.includes(intentSignal)) {
existingContactIntentSignalsAsAnArray.push(intentSignal);
// Convert the array back into a string to send it to Salesforce.
valuesToSet.Intent_signals__c = existingContactIntentSignalsAsAnArray.join(';');// eslint-disable-line camelcase
} else {
// Otherwise, if the existing contact already has this intent signal tracked, remove it from the valuesToSet
delete valuesToSet.Intent_signals__c;
}
}
// Check the existing contact record's psychologicalStage.
if(psychologicalStage) {
let recordsCurrentPsyStage = existingContactRecord.Stage__c;