mirror of
https://github.com/fleetdm/fleet
synced 2026-05-08 09:40:49 +00:00
ddc0cdbcab
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`
250 lines
13 KiB
JavaScript
Vendored
250 lines
13 KiB
JavaScript
Vendored
module.exports = {
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friendlyName: 'Save questionnaire progress and continue',
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description: 'Saves the user\'s current progress in the get started questionnaire',
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inputs: {
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currentStep: {
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type: 'string',
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description: 'The step of the get started questionnaire that is being saved.',
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isIn: [
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'start',
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'what-are-you-using-fleet-for',
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'have-you-ever-used-fleet',
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'how-many-hosts',
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'will-you-be-self-hosting',
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'what-are-you-working-on-eo-security',
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'what-does-your-team-manage-eo-it',
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'what-does-your-team-manage-vm',
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'what-do-you-manage-mdm',
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'is-it-any-good',
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'what-did-you-think',
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'deploy-fleet-in-your-environment',
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'managed-cloud-for-growing-deployments',
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'self-hosted-deploy',
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'whats-left-to-get-you-set-up',
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'how-was-your-deployment',
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'thanks-for-checking-out-fleet',
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]
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},
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formData: {
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type: {},
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description: 'The formdata that will be saved for this step of the get started questionnaire'
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},
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},
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exits: {
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success: {
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outputDescription: 'All get started questionnaire answers accumulated so far by this user.',
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outputType: {}
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},
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},
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fn: async function ({currentStep, formData}) {
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// find this user's DB record.
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let userRecord = this.req.me;
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let questionnaireProgress;
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// If this user doesn't have a lastSubmittedGetStartedQuestionnaireStep or getStartedQuestionnaireAnswers, create an empty dictionary to store their answers.
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if(!userRecord.lastSubmittedGetStartedQuestionnaireStep || _.isEmpty(userRecord.getStartedQuestionnaireAnswers)) {
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questionnaireProgress = {};
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} else {// other wise clone it from the user record.
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questionnaireProgress = _.clone(userRecord.getStartedQuestionnaireAnswers);
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}
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// Tease out what liur buying situation will now be (or is and was, if it's not changing)
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let primaryBuyingSituation = formData.primaryBuyingSituation === undefined ? this.req.me.primaryBuyingSituation : formData.primaryBuyingSituation;
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// When the 'what-are-you-using-fleet-for' is completed, update this user's DB record and session to include their answer.
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if(currentStep === 'what-are-you-using-fleet-for') {
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await User.updateOne({id: this.req.me.id})
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.set({
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primaryBuyingSituation: primaryBuyingSituation
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});
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// Set the primary buying situation in the user's session.
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this.req.session.primaryBuyingSituation = primaryBuyingSituation;
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}//fi
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// ┌─┐┌─┐┌┬┐ ┌─┐┌─┐┬ ┬┌─┐┬ ┬┌─┐┬ ┌─┐┌─┐┬┌─┐┌─┐┬ ┌─┐┌┬┐┌─┐┌─┐┌─┐
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// └─┐├┤ │ ├─┘└─┐└┬┘│ ├─┤│ ││ │ ││ ┬││ ├─┤│ └─┐ │ ├─┤│ ┬├┤
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// └─┘└─┘ ┴ ┴ └─┘ ┴ └─┘┴ ┴└─┘┴─┘└─┘└─┘┴└─┘┴ ┴┴─┘ └─┘ ┴ ┴ ┴└─┘└─┘
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// This is how the questionnaire steps/options change a user's psychologicalStage value.
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// 'start': No change
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// 'what-are-you-using-fleet-for':
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// - (any option) = stage 2
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// 'have-you-ever-used-fleet':
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// - yes-deployed: » Stage 6
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// - yes-recently-deployed: » Stage 5
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// - yes-deployed-local: » Stage 3 (Tried Fleet but might not have a use case)
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// - yes-deployed-long-time: Stage 2 (Tried Fleet long ago but might not fully grasp)
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// - no: Stage 2 (Never tried Fleet and might not fully grasp)
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// 'how-many-hosts': Stage 4/5/6
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// 'will-you-be-self-hosting': Stage 5/6
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// 'what-are-you-working-on-eo-security'
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// - no-use-case-yet: » Stage 2/3 (depends on answer from 'have-you-ever-used-fleet' step)
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// - All other options » Stage 4
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// 'what-does-your-team-manage-eo-it'
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// - no-use-case-yet: » Stage 2/3 (depends on answer from 'have-you-ever-used-fleet' step)
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// - All other options » Stage 4
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// 'what-does-your-team-manage-vm'
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// - no-use-case-yet: » Stage 2/3 (depends on answer from 'have-you-ever-used-fleet' step)
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// - All other options » Stage 4
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// 'what-do-you-manage-mdm'
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// - no-use-case-yet: » Stage 2/3 (depends on answer from 'have-you-ever-used-fleet' step)
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// - All other options » Stage 4
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// 'is-it-any-good': Stage 2/3/4 (depends on answer from 'have-you-ever-used-fleet' & the buying situation specific step)
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// 'what-did-you-think'
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// - host-fleet-for-me » Stage 4
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// - deploy-fleet-in-environment » Stage 4
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// - let-me-think-about-it » Stage 2
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// FUTURE: Should the step about deploying fleet in your env be here? (For same reason is-it-any-good is here: when navigating back then forwards?)
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// 'how-was-your-deployment'
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// - up-and-running » Stage 5
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// - kinda-stuck » Stage 4 (...at best! Still got the use case.)
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// - havent-gotten-to-it » Stage 4 (same as above)
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// - changed-mind-want-managed-deployment » Stage 4 (same as above)
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// - decided-to-not-use-fleet » Stage 2
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// 'whats-left-to-get-you-set-up'
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// - need-premium-license-key » No change (Stage ??)
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// - help-show-fleet-to-my-team » No change (Stage ??)
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// - procurement-wants-some-stuff » No change (Stage ??)
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// - nothing » No change (Stage ??)
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let psychologicalStage = userRecord.psychologicalStage;
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let psychologicalStageLastChangedAt = userRecord.psychologicalStageLastChangedAt;
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// Get the value of the submitted formData, we do this so we only need to check one variable, instead of (formData.attribute === 'foo');
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let valueFromFormData = _.values(formData)[0];
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if(currentStep === 'start') {
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// There is change when the user completes the start step.
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} else if(currentStep === 'what-are-you-using-fleet-for') {
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psychologicalStage = '2 - Aware';
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} else if(currentStep === 'have-you-ever-used-fleet') {
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if(['yes-deployed'].includes(valueFromFormData)) {
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// If the user has Fleet deployed, set their stage to 6.
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psychologicalStage = '6 - Has team buy-in';
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} else if(valueFromFormData === 'yes-recently-deployed'){
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psychologicalStage = '5 - Personally confident';
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} else if(valueFromFormData === 'yes-deployed-local'){
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// If they've tried Fleet locally, set their stage to 3.
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psychologicalStage = '3 - Intrigued';
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} else {
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// Otherwise, we'll just assume liu're only aware. Maybe liu don't fully grasp what Fleet can do.
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psychologicalStage = '2 - Aware';
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}
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} else {
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// If the user submitted any other step, we'll set variables using the answers to the previous questions.
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// Get the user's selected primaryBuyingSiutation.
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let currentSelectedBuyingSituation = questionnaireProgress['what-are-you-using-fleet-for'].primaryBuyingSituation;
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// Get the user's answer to the "Have you ever used Fleet?" question.
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let hasUsedFleetAnswer = questionnaireProgress['have-you-ever-used-fleet'].fleetUseStatus;
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if(['what-are-you-working-on-eo-security','what-does-your-team-manage-eo-it','what-does-your-team-manage-vm','what-do-you-manage-mdm'].includes(currentStep)){
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if(valueFromFormData === 'no-use-case-yet') {
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// Check the user's answer to the previous question
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if(hasUsedFleetAnswer === 'yes-deployed-local'){
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// If they've tried Fleet locally, set their stage to 3.
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psychologicalStage = '3 - Intrigued';
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} else {
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psychologicalStage = '2 - Aware';
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}
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} else {// Otherwise, they have a use case and will be set to stage 4.
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psychologicalStage = '4 - Has use case';
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}
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} else if(currentStep === 'is-it-any-good') {
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if(currentSelectedBuyingSituation === 'mdm') {
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// Since the mdm use case question is the only buying situation-specific question where a use case can't
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// be selected, we'll check the user's previous answers before changing their psyStage
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if(questionnaireProgress['what-do-you-manage-mdm'].mdmUseCase === 'no-use-case-yet'){
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// Check the user's answer to the have-you-ever-used-fleet question.
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if(hasUsedFleetAnswer === 'yes-deployed-local') {
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// If they've tried Fleet locally, set their stage to 3.
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psychologicalStage = '3 - Intrigued';
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} else {
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psychologicalStage = '2 - Aware';
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}
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} else {
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psychologicalStage = '4 - Has use case';
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}
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} else {// For any other selected primary buying situation, since a use case will have been selected, set their psyStage to 4
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psychologicalStage = '4 - Has use case';
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// FUTURE: check previous answers for other selected buying situations.
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}
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} else if(currentStep === 'what-did-you-think') {// (what did you think about [presumably after you actually did...] trying it locally)
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// If the user selects "Let me think about it", set their psyStage to 2.
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if(valueFromFormData === 'let-me-think-about-it') {
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psychologicalStage = '2 - Aware';
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} else if (['deploy-fleet-in-environment','host-fleet-for-me'].includes(valueFromFormData)) {
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psychologicalStage = '4 - Has use case';
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} else { require('assert')(false,'This should never happen.'); }
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} else if(currentStep === 'how-was-your-deployment') {
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if(valueFromFormData === 'decided-to-not-use-fleet') {
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psychologicalStage = '2 - Aware';
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} else if(valueFromFormData === 'up-and-running'){
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psychologicalStage = '5 - Personally confident';
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} else if(['kinda-stuck', 'havent-gotten-to-it', 'changed-mind-want-managed-deployment'].includes(valueFromFormData)){
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psychologicalStage = '4 - Has use case';
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} else { require('assert')(false,'This should never happen.'); }
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} else if (currentStep === 'whats-left-to-get-you-set-up') {
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// FUTURE: do more stuff (for now this always acts like 'no change')
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} else if(currentStep === 'how-many-hosts') {
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if(['yes-deployed'].includes(hasUsedFleetAnswer)) {
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psychologicalStage = '6 - Has team buy-in';
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} else if(['yes-recently-deployed'].includes(hasUsedFleetAnswer)){
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psychologicalStage = '5 - Personally confident';
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} else {
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// IWMIH then we want Fleet to host for us (either because we wanted that from the get-go, or we backtracked because deploying looked too time-consuming)
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psychologicalStage = '4 - Has use case';
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}
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} else if(currentStep === 'will-you-be-self-hosting') {
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if(['yes-deployed'].includes(hasUsedFleetAnswer)) {
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psychologicalStage = '6 - Has team buy-in';
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} else if(['yes-recently-deployed'].includes(hasUsedFleetAnswer)){
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psychologicalStage = '5 - Personally confident';
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} else { require('assert')(false, 'This should never happen.'); }
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} else if(currentStep === 'thanks-for-checking-out-fleet') {
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psychologicalStage = '2 - Aware';
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}//fi
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}//fi
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// Only update CRM records if the user's psychological stage changes.
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if(psychologicalStage !== userRecord.psychologicalStage) {
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// Update the psychologicalStageLastChangedAt timestamp if the user's psychological stage
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psychologicalStageLastChangedAt = Date.now();
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sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
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emailAddress: this.req.me.emailAddress,
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firstName: this.req.me.firstName,
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lastName: this.req.me.lastName,
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primaryBuyingSituation: primaryBuyingSituation === 'eo-security' ? 'Endpoint operations - Security' : primaryBuyingSituation === 'eo-it' ? 'Endpoint operations - IT' : primaryBuyingSituation === 'mdm' ? 'Device management (MDM)' : primaryBuyingSituation === 'vm' ? 'Vulnerability management' : undefined,
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organization: this.req.me.organization,
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psychologicalStage,
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leadSource: 'Website - Sign up',
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}).exec((err)=>{
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if(err){
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sails.log.warn(`Background task failed: When a user (email: ${this.req.me.emailAddress} submitted a step of the get started questionnaire, a Contact and Account record could not be created/updated in the CRM.`, err);
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}
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return;
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});
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}//fi
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// TODO: send all other answers to Salesforce (when there are fields for them)
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// Set the user's answer to the current step.
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questionnaireProgress[currentStep] = formData;
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// Clone the questionnaireProgress to prevent any mutations from sending it through the updateOne Waterline method.
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let getStartedProgress = _.clone(questionnaireProgress);
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// Update the user's database model.
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await User.updateOne({id: userRecord.id})
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.set({
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getStartedQuestionnaireAnswers: questionnaireProgress,
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lastSubmittedGetStartedQuestionnaireStep: currentStep,
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psychologicalStage,
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psychologicalStageLastChangedAt,
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});
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// Return the JSON dictionary of form data submitted by this user.
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return getStartedProgress;
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}
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};
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