Changes:
- Updated view-basic-documentation, view-transparency, and
view-device-management to log warnings if the Cloudflare headers we use
to determine whether or not to show the swag CTA are missing in
production
- Fixed a typo in save-questionnaire-progress
Related to: https://github.com/fleetdm/confidential/issues/8234
Changes:
- Increased the period of time that psychological stage change reason is
set by ads in save-questionnaire-progress. (30 minutes » 7 days)
Related to: #23212
Changes:
- Added a form to the homepage for users to subscribe to the Fleet
newsletter.
- Updated the unsubscribe-from-all-newsletters action to redirect users
to the fleet homepage once they are unsubscribed from the newsletter.
- Updated the update-or-create-one-newsletter-subscription action to
create/update CRM records when users sign up for the Fleet newsletter.
Closes: #23222
Changes:
- Added a swag request CTA to the /device-management page that is
visible to users visiting from the contiguous US
When this PR is merged, a new version of [this Zapier
automation](https://zapier.com/editor/158652809/draft/237372699) needs
to be published
Closes: https://github.com/fleetdm/confidential/issues/8238
Changes:
- Updated save-questionnaire-progress to prepend a
"org-acording-to-fleetdm.com" response to the questionnaire answers
reported to the CRM
<img width="330" alt="image"
src="https://github.com/user-attachments/assets/454df86f-bea8-4392-a50e-df84a68703f6">
@eashaw, can I get your help with this part?
- [ ] Then make Scott's one of the default quotes on the
device-management page, and on the contact form and wherever else eric
shaw thinks it belongs.
---------
Co-authored-by: Eric <eashaw@sailsjs.com>
Changes:
- Updated number of hosts required for Fleet managed cloud to 300
- removed the pricing-features-table.yaml codeowner and added
noahtalerman as a DRI in the website's custom configuration
---------
Co-authored-by: Mike McNeil <mikermcneil@users.noreply.github.com>
Closes: https://github.com/fleetdm/confidential/issues/8237
Closes: https://github.com/fleetdm/confidential/issues/8236
Changes:
- Updated `save-questionnaire-progress` to update CRM records whenever a
user submits a step of the get started questionnaire. (This previously
only happened when a user's psychological stage changed)
- Changed the name of the 'cross-platform-mdm' step to
'message-about-cross-platform-mdm'
Closes: #22522
Changes:
- Updated the contact form to not have a personal email address filter.
- Updated the message posted in Slack when users submit contact form
messages.
Closes: #22190
Changes:
- updated `save-questionnaire-progress` to set a default value for the
`organization` value of generated license keys (if a user does not have
an organization set)
Related to: #18869
Changes:
- Updated the /start questionnaire to generate a 30 day, 10 host trial
for Fleet Premium when users submit the step before the "Is it any
good?" step (Where the user is directed to try `fleetctl preview`) and
to save the details (license key and expiration timestamp) of the trial
to their user record.
- Added two new attributes to the User model:
- `fleetPremiumTrialLicenseKey`: A Fleet Premium license key that was
generated for the user when they progressed through the get started
questionnaire.
- `fleetPremiumTrialLicenseKeyExpiresAt`: A JS timestamp of when the
user's Fleet Premium trial license key expires.
- Updated the try-fleet page to have copyable terminal commands, and to
add the `--license_key` flag with the users license key to the command
to run `fleetctl preview`
Related to: #21918
Changes:
- Changed the name of the query string the endpoint ops page uses for
personalization to be `purpose` (previously `pageMode`)
- Updated `update-or-create-contact-and-account` to only allow automated
psychological stage regressions caused by the get started questionnaire.
- Updated deliver-talk-to-us-form-submission to always set a
psychological stage. (That now may not be set depending on the contact
records psychological stage)
- Updated the `update-or-create-contact-and-account` helper to assert
that the number of employees returned from the `get-enriched` helper is
always a number.
- Updated the version of `sails-hooks-organics` the website uses and
updated the inputs to the sendgrid sendTemplateEmail helper.
Closes: #21798
Changes:
- Updated the layout and styles for the /guides page.
- Upgraded the version of DocSearch the website uses
---------
Co-authored-by: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com>
Related to: #21259
Changes:
- Updated the `receive-usage-analytics` webhook to add new inputs for
metrics added in [#21131](https://github.com/fleetdm/fleet/pull/21131)
- Updated the `HIstoricalUsageSnapshot` model to add attributes for the
new metrics.
When this PR is merged:
- [ ] Put the website into maintenance mode
- [ ] Update the HistoricalUsageSnapshot table to add new columns
- [ ] Update all existing records to set the default value for the new
columns
Closes: #21695
Changes:
- Removed the quote from Harrison in testimonials.yml
- Updated the order of quotes on the endpoint ops page
- Replaced the quote from Harrison on the /contact and /signup pages
Closes: https://github.com/fleetdm/confidential/issues/7815
Changes:
- Updated deliver-talk-to-us-form-submission to set contacts who fill
out the "talk to us form" to book a meeting as Psychological stage 4.
Closes: #21237
Changes:
- Updated view-endpoint-ops to set a `pagePersonalization` value using
the users primaryBuyingSituation (if it is set) or a `pageMode` query
parameter.
- Updated the endpoint ops page to be personalized based off the
pagePersonalization value set in the view action
- Updated the links to the endpoint ops page on the unpersonalized
homepage to use a pageMode query parameter (e.g., pageMode=it) instead
of a utm_content query parameter.
- Updated the links to the endpoint ops page on the personalized
homepage to not include a utm_content query parameter.
Closes: #20904
Changes:
- Updated the `deliver-contact-form-message` action to send contact form
submissions to Fleet's support email address.
- Added an email template for contact form messages.
Changes:
- Updated the `update-or-create-contact-and-account` helper to support a
new input: `psychologicalStageChangedBy`, and to set the provided value
on contact records.
- Updated `save-questionnaire-progress` to set a
psychologicalStageChangedBy value when updating contact records.
Changes:
- Updated save-questionnaire-progress to send a formatted string of a
user's start questionnaire responses to the
update-or-create-contact-and-account helper
- Updated the update-or-create-contact-and-account helper to set
getStartedResponses on contact records.
Related to: https://github.com/fleetdm/confidential/issues/7339
Changes:
- Updated `save-questionnaire-progress` to return the user's selected
`primaryBuyingSituation`
- Updated the /start flow to update data in Segment
- Removed the border on the /start flow images that I mistakenly added.
Closes: #21417Closes: #21413Closes: #21378
Changes:
- Updated save-questionnaire-progress to return the user's current
psychological stage when a user submits a step of the /start
questionnaire
- Updated the /start questionnaire to display an image that changes as
the user's psychological stage progresses.
- Updated the first step of the /start questionnaire and gave users the
ability to go back to the first step.
- Added an option for Linux to the "what do you manage" question that is
asked to MDM-focused users
- Added a step for MDM-focused users filling out the /start
questionnaire
- Updated the /start CTA to show different images based on psychological
stage and to be visible to users who have not purchased a self-service
license
Changes:
- Updated the `update-or-create-contact-and-account` helper to set a
"Contact source" on new contact records created.
- Updated everywhere where a lead source was being set to instead set a
contact source
- Removed duplicate and redundant features
- Reordered features by order of operation from the POV of an IT admin
- Consolidated use cases
- Renamed some features for clarity
See [this
doc](https://docs.google.com/document/d/1z7X__TmJIpRXQF-Mx9NK4EChwkX73fj0ymLnIJM2GnQ/edit?usp=sharing)
for more details, including methodology for the organization and
styling.
---------
Co-authored-by: Eric <eashaw@sailsjs.com>
Co-authored-by: Noah Talerman <47070608+noahtalerman@users.noreply.github.com>
Closes: https://github.com/fleetdm/confidential/issues/7528
Changes:
- Added a new action: unsubscribe-from-marketing-emails, which updates a
user record that uses a specified email address to exclude it from the
deliver-nurture-emails script.
- Updated the email template to include a link that users can click to
unsubscribe.
- Added a modal to the homepage that is shown to users who unsubscribe
from marketing emails
- Updated the email template data in deliver-nurture-emails and
view-email-template-preview
Related to: https://github.com/fleetdm/confidential/issues/7227
Changes:
- Added a banner to the /better page that is visible to users who visit
it with a `?utm_content=secureframe` query param.
- Updated the `<animated-arrow-button>` component to support customizing
text and arrow color.
Changes:
- Added three new emails for MDM-focused users who are psystage 3, 4
,and 5.
- Added a new email layout
- Added a script to send nurture emails to users with an MDM primary
buying situation who signed up after 2024-07-22 that
- have been in psychological stage 3 for 24 hours
- have been in psychological stage 4 for 24 hours
- have been in psychological stage 5 for six weeks
- Updated the USer model to have. four new attributes:
- `psychologicalStageLastChangedAt`
- `stageThreeNurtureEmailSentAt`
- `stageFourNurtureEmailSentAt`
- `stageFiveNurtureEmailSentAt`
- Added a new custom config variable
`sails.config.custom.contactEmailForNutureEmails`
Closes: #19531
Changes:
- Added a deal registration page at /deals
- Added a new email template: `email-deal-registration`
- Added a new action to send the deal registration form submission to
the email address set in the `sails.config.custom.
dealRegistrationContactEmailAddress` config variable
- Updated the HTML email preview page to support the new email template.
Closes: https://github.com/fleetdm/confidential/issues/7394
Changes:
- Updated update-or-create-contact-and-account to set descriptions on
contacts
- Updated deliver-talk-to-us-form-submissions to not create leads for
users sent to the "Lets get you set up!" event
- Updated deliver-contact-form-message to only create contact records.
Closes: #20284
Changes:
- Updated the `update-or-create-contact-and-account` helper to set a
lead source on new contact records
- Updated `update-or-create-contact-and-account-and-create-lead` to to
pass in a lead source to the `update-or-create-contact-and-account`
helper
- Updated save-questionnaire-progress to set a lead source on newly
created contact records
Closes: #20102
Changes:
- Replaced timers.setImmediate with `.exec()` when CRM records are
updated in the background
- Removed the `\s` replacement during relative link modification in
build-static-content and added a comment explaining why we replace URL
encoded spaces in links.
Changes:
- Updated the `authorGitHubUsername` meta tag for three articles
- Updated a GitHub username in the list of maintainers in the
receive-from-github webhook.
Closes: https://github.com/fleetdm/confidential/issues/6069
Changes:
- Added a new route going to the create-vanta-authorization-request
action: `/api/v1/create-external-vanta-authorization-request`
- Added a new input to the create-vanta-authorization-request action:
`sharedSecret` - A secret that must match
`sails.config.custom.sharedSecretForExternalVantaRequests` when an
external request is made to the
`/api/v1/create-external-vanta-authorization-request` endpoint
- Updated the authorization URL returned by the
create-vanta-authorization-request endpoint
- Updated the redirect in the view-vanta-authorization endpoint (if a
redirect URL is provided) to not use res.redirect() (it causes 500
errors) when redirecting users.
Related to: https://github.com/fleetdm/confidential/issues/5573
Changes:
- Deleted /explore-data pages and related files
- Added redirects for removed pages.
- Removed all explore data related website configuration in the
build-static-content script.
- Removed the explore data section of the custom configuration.
Closes: https://github.com/fleetdm/confidential/issues/6069
Changes:
- Added a new action to add support for the Vanta integration to be set
up from a partners website. This action sets the required cookies
provided via queryString and redirects users to the Vanta authorization
page.
- Updated the `create-vanta-authorization-request` action to redirect
users who provide a `redirectToExternalPageAfterAuthorization` value the
new endpoint instead of returning a vanta authorization URL.
- Updated `view-vanta-authorization` to redirect users to the URL
provided to the `create-vanta-authorization-request` endpoint (if one
was provided)
Closes: https://github.com/fleetdm/fleet/issues/19308
Changes:
- Added six new attributes to the `HistoricalUsageSnapshot` model (
`numSoftwareVersions`, `numHostSoftwares`, `numSoftwareTitles`,
`numHostSoftwareInstalledPaths`, `numSoftwareCPEs` and
`numSoftwareCVEs`)
- Added inputs to the receive-usage-analytics webhook for the new usage
statistics.
When this PR is merged, we will need to migrate the Fleet website's
database to add the new columns, to do this:
- [x] Make an announcement in Slack to let people know the website will
be offline for ~8 minutes
- [ ] Merge this PR
- [ ] As the deploy action runs, put the website into maintenance mode
- [ ] Add the new columns for the added attributes
- [ ] Set the default value for the new attributes on existing database
records
- [ ] After the deploy workflow is complete, take the website out of
maintenance mode.
Closes: #18530
Changes:
- Added a collapsable sitewide CTA to bring users who have not completed
the get started questionnaire back to the /start page.
- Added a new action (`account/updateStartCtaVisibility`) to set a
timestamp of when the CTA will be visible (not collapsed) in a user's
session when they close the CTA
---------
Co-authored-by: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com>
Related to: https://github.com/fleetdm/fleet/issues/19369
Changes:
- Disabled the requests to MergeFreeze that unfreeze auto-approved PRs
when the main branch of the Fleet repo is frozen.
Closes: #18932
Changes:
- Updated `update-or-create-contact-and-account.js` to not round robin
new account records created.
- Updated create-lead to reassign accounts owned by the integrations
admin user when a new lead is created.
- Updated logged warnings in signup, deliver-contact-form-message and
deliver-talk-to-us-form-submission.
- Updated signup.js to not create salesforce leads (only account and
contact records)
- Updated save-questionnaire-progress to create Salesforce leads when we
know the user has a use case for Fleet.
Changes:
- Added a new helper:
`salesforce/update-or-create-contact-and-account-and-create-lead`, a
wrapper for the `update-or-create-contact-and-account` and `create-lead`
helpers that is intended to be run in the background.
- Updated the `signup`, `deliver-contact-form-message`, and
`deliver-talk-to-us-form-submission` actions to use the new helper
Changes:
- Moved the logic for redirecting users to the license dispenser after
they login/sign up into the page scripts for the login and register
pages.
- Updated error messages in the create lead helper
Related to: https://github.com/fleetdm/fleet/issues/18863
Changes:
- Updated the receive-usage-analytics webhook to set a default value for
organization if a Fleet instance reports an empty string as its
organization.
Related to: https://github.com/fleetdm/fleet/issues/18817
Changes:
- Updated a conditional statement in save-questionnaire-progress to
check the correct variable for a user's previous answer to the "Have you
ever used Fleet?" question
Related to: https://github.com/fleetdm/confidential/issues/6357
Changes:
- wrapped the `updateOrCreateContactAndAccount` helper call in
`save-questionnaire-progress` in `setImmediate()` to allow users to
progress through the form without waiting for CRM updates.
Eric, I did not test this (coded live w/ mike T). Relying on your eyes.
Also, remember remember the old legacy data that might need to be
migrated, especially since I added some assertions? (whuh ohhh)
When using this API many times in a row to try and populate real policy
descriptions/resolutions, I discovered a problem: the inferred
resolution (“What we’ll do”) almost never used decisive language, so
you'd get a lot of “probably”, etc., when we really want it to sound
more confident about what will happen during the maintenance window.
(The calendar events say what WILL happen to your device, not what
should probably happen.)
After several attempts to tweak the prompt, I ended up getting the best
results by just removing "probably" from
`whatWillProbablyHappenDuringMaintenance`. I made this change to the
prompt without changing the data that this API returns.
---------
Co-authored-by: Eric <eashaw@sailsjs.com>
Closes: https://github.com/fleetdm/confidential/issues/6268
Changes:
- Updated the questionnaire on the /start page to take users who answer
"I'd like you to host Fleet for me" on the "What did you think?" step to
the host count question.
- Updated the /start page script to handle this new behavior.
- Updated how psychologicalStage is set for users who answer the host
count question in `save-questionnaire-progress`.
- Updated `save-questionnaire-progress` to only call the salesforce
helper if the user's `psychologicalStage` changes.
Changes:
- Added two steps to the /start questionnaire for users who select "I
want to deploy Fleet in my environment" on the "What did you think"
question.
- Updated save-questionnaire-progress to set psychologicalStage based on
selected answers to the new questions
Closes: https://github.com/fleetdm/confidential/issues/6355
Changes:
- Replaced the reqeust to zapier in `signup.js` with
`sails.helpers.salesforce.createLead()`.
- Updated signup.js to only call the salesforce helpers when the website
is running in a production environment.
- Updated the `createLead` to handle errors when retrieving or creating
salesforce records, and to set a provided `numberOfHosts` and
`primaryBuyingSituation` on created lead records.
Closes: #18643
Changes:
- Updated the response from the `updateOrCreateAccountAndContact` helper
when running the website in a development environment.
- Updated the Zapier webhook request in the signup action to send the
contact and account IDs returned from the
`updateOrCreateAccountAndContact` helper.
Related to https://github.com/fleetdm/confidential/issues/6357
Changes:
- Updated `save-questionnaire-progress` to only call
`sails.helpers.salesforce.updateOrCreateContactAndAccount` is called
when a user's `psychologicalStage` changes.
Closes: https://github.com/fleetdm/confidential/issues/6215
Changes:
- Updated how psychological stages are set when a user completes a step
of the get started questionnaire
> Note: I'm creating this as a draft PR until I review these changes to
make sure this is what we want to do.
Changes:
- Updated the default value that is being sent as a
primaryBuyingSituation
- Updated the updateOrCreateContactAndAccount Salesforce helper to do
nothing in development.
+ Use the same "Failed to generate human interpretation using generative
AI." message if you send it something weird like "asdf" (so you don't
get a vague 500 error).
+ Simplify the code a bit
---------
Co-authored-by: Eric <eashaw@sailsjs.com>
Closes: https://github.com/fleetdm/confidential/issues/6255
Changes:
- Updated view-endpoint-ops to sort and exclude quotes based on a user's
`primaryBuyingSituation`.
- Updated the quote by Brendan Shaklovitz in testimonials.yml
- Updated the endpoint ops page to hide/show videos based on a user's
`primaryBuyingSituation`
-
Closes: https://github.com/fleetdm/confidential/issues/6199
Changes:
- Updated view-new-license to redirect non-logged-in users to the
/register page (it was previously doing this, but had a policy applied,
so non-logged-in users were always redirected to the signup page.)
- Updated the /register page to support a new input: `purchaseLicense`.
If this query string is provided, the register page will redirect users
who sign up to the /new-license page.
- Updated the /login page to support a new input: `purchaseLicense`. If
this query string is provided, the login page will redirect users who
log in to the /new-license page.
- Updated policies to bypass the is-logged-in policy for the
/new-license page.
- Updated the "get your license" link in the website nav menu to go to
the /new-license page.
Closes: https://github.com/fleetdm/fleet/issues/18448
Changes:
- Updated `create-vanta-authorization-request` to return an
`invalidResponseFromFleetInstance ` response when a response from a
Fleet instance does not contain the expected values (A `user` object for
a request to the `/me` endpoint and a `license` object for the request
to the `/config` endpoint.)
- Updated the /connect-vanta page to show an error message to users
asking them to verify the URL of their Fleet instance if the API
response is invalid.
Related to: https://github.com/fleetdm/confidential/issues/6155
Changes:
- Added a new attribute to the `User` model: `psychologicalStage`
- Updated `save-questionnaire-progress` to update a user's
`psychologicalStage` based on their current answers/progress on the
/start questionnaire
- Updated the personalization on the /contact page to use the
`psychologicalStage` from the user model
- Updated the value of a unselectable form option on the /start page
