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: #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.
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.
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)
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
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.
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
Changes:
- Updated the `save-questionnaire-progress` to send a request to Zapier
when a user completes the "What are you using Fleet for" step of the
/start questionnaire.
Closes: #18047
Changes:
- Added three steps to the /start questionnaire
- Updated the contact page to prefill information for logged-in users by
default
- Updated the layout of the f/leetctl-preview page for users navigating
to it from the /start page.
- Updated the quote for vulnerability management on the /start and
/contact pages to have a logo (There will be a separate PR, to add it to
testimonials.yml)
---------
Co-authored-by: Mike Thomas <[email protected]>
Closes: #17958
Changes:
- Updated the primary and secondary CTAs site-wide
- Updated the /start page to have a multi-stage form that users can fill
out to personalize their onboarding experience
- Updated the signup action to not set a `primaryBuyingSituation` on new
user records (This will now be set when users progress through the
/start form)
- Added two new attributes to the `User` model:
`currentGetStartedQuestionnarieStep` and
`getStartedQuestionnarieAnswers` that save user's progress in the /start
form.
Before this PR can be merged we will need to:
- [x] Update the Zapier webhook that runs when new users sign up to no
longer expect a `primaryBuyingSituation` value
- [ ] Update the User table in the website's database
- [ ] Migrate the existing user records
