Website: set historical event source (#50546)

Changes:
- Updated the website's createHistoricalEvent helper to accept an
eventSource input that is used to set the historical event source on
created records.
- Updated places where we create historical events to set a historical
event source
- Updated the accepted contact sources values in the receive-from-clay
webhook
- Updated the deliver-gitops-workshop-request action to log a warning
when a campaign member record cannot be created

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

- **Improvements**
- Improved activity tracking for newsletter subscriptions, signups,
contact forms, workshop requests, webinars, gated content, and page
views.
- Added clearer source details to records for more accurate attribution.
- Expanded support for website, webinar, event, LinkedIn, prospecting,
and GitHub activity sources.
- **Bug Fixes**
- Workshop requests now continue successfully if campaign updates
encounter an error.
- Corrected warning messages and preserved relevant submission details
for troubleshooting.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

website/api/controllers/create-or-update-one-newsletter-subscription.js

@@ -68,6 +68,7 @@ module.exports = {
         eventType: 'Intent signal',
         intentSignal: 'Subscribed to the Fleet newsletter',
         relatedCampaign: recordDetails.mostRecentCampaign,
+        eventSource: 'Website - Newsletter',
       });
     }).exec((err)=>{// Use .exec() to run the salesforce helpers in the background.
       if(err) {

website/api/controllers/customers/create-quote.js

@@ -84,7 +84,7 @@ module.exports = {
         emailAddress: this.req.me.emailAddress,
         firstName: this.req.me.firstName,
         lastName: this.req.me.lastName,
-        contactSource: 'Website - Contact forms',
+        contactSource: 'Website - Sign up',
         description: descriptionForContactUpdate,
         marketingAttributionCookie: attributionCookieOrUndefined,
         numberOfHostsDetails: inputs,
@@ -104,6 +104,7 @@ module.exports = {
         intentSignal: 'Created a quote for a self-service Fleet Premium license',
         eventContent: descriptionForContactUpdate,
         relatedCampaign: recordDetails.mostRecentCampaign,
+        eventSource: 'Website - Sign up',
       }).intercept((err)=>{
         return new Error(`Could not create an historical event. Full error: ${require('util').inspect(err)}`);
       });

website/api/controllers/deliver-contact-form-message.js

@@ -121,6 +121,7 @@ Fleet Premium subscription details:
           intentSignal: 'Submitted the "Send a message" form',
           eventContent: message,
           relatedCampaign: recordDetails.mostRecentCampaign,
+          eventSource: 'Website - Contact forms',
         }).intercept((err)=>{
           return new Error(`Could not create an historical event. Full error: ${require('util').inspect(err)}`);
         });

website/api/controllers/deliver-gitops-workshop-request.js

@@ -85,6 +85,8 @@ module.exports = {
       await sails.helpers.salesforce.createCampaignMember.with({
         salesforceContactId: recordDetails.salesforceContactId,
         salesforceCampaignId: '701UG00000bLCLpYAO',// 2026_01-FE-GitOps_Workshop_Interest Campaign
+      }).tolerate((err)=>{
+        sails.log.warn(`When a user (${firstName} ${lastName}, email: ${emailAddress}) submitted the GitOps workshop request form, an error occurred when adding this user to a Salesforce campaign. Full error: ${require('util').inspect(err)}`);
       });
 
       if(!recordDetails.salesforceAccountId) {
@@ -98,12 +100,13 @@ module.exports = {
         intentSignal: 'Submitted the "GitOps workshop request" form',
         eventContent: descriptionForCrmUpdate,
         relatedCampaign: recordDetails.mostRecentCampaign,
+        eventSource: 'Website - Workshop request',
       }).intercept((err)=>{
         return new Error(`Could not create an historical event. Full error: ${require('util').inspect(err)}`);
       });
 
     }).tolerate((err)=>{
-      sails.log.warn(`When a user (${firstName} ${lastName}, email: ${emailAddress}) submitted the gitops workshop request form, an error occured when updating CRM records for this user.\n Submission information: ${descriptionForCrmUpdate.split('Submission information:')[1]}\n Full error: ${require('util').inspect(err)}`);
+      sails.log.warn(`When a user (${firstName} ${lastName}, email: ${emailAddress}) submitted the gitops workshop request form, an error occurred when updating CRM records for this user.\n Submission information: ${descriptionForCrmUpdate.split('Submission information:')[1]}\n Full error: ${require('util').inspect(err)}`);
     });
 
 

website/api/controllers/deliver-webinar-access-request.js

@@ -58,6 +58,7 @@ module.exports = {
         eventType: 'Intent signal',
         intentSignal: 'Requested webinar recording',
         eventContent: webinarName,
+        eventSource: 'Website - Gated video',
       }).intercept((err)=>{
         return new Error(`Could not create an historical event. Full error: ${require('util').inspect(err)}`);
       });

website/api/controllers/deliver-whitepaper-download-request.js

@@ -59,6 +59,7 @@ module.exports = {
         intentSignal: 'Requested whitepaper download',
         eventContent: whitepaperName,
         relatedCampaign: recordDetails.mostRecentCampaign,
+        eventSource: 'Website - Gated document',
       }).intercept((err)=>{
         return new Error(`Could not create an historical event. Full error: ${require('util').inspect(err)}`);
       });

website/api/controllers/entrance/signup.js

@@ -246,6 +246,7 @@ the account verification message.)`,
         eventType: 'Intent signal',
         intentSignal: 'Signed up for a fleetdm.com account',
         relatedCampaign: recordDetails.mostRecentCampaign,
+        eventSource: 'Website - Sign up',
       }).intercept((err)=>{
         return new Error(`Could not create an historical event. Full error: ${require('util').inspect(err)}`);
       });

website/api/controllers/webhooks/receive-from-clay.js

@@ -32,19 +32,31 @@ module.exports = {
       type: 'string',
       required: true,
       isIn: [
-        'Website - Contact forms',
-        'Website - Sign up',
-        'Website - Newsletter',
-        'Website - Swag request',
+        'Attended a call with Fleet',
         'Event',
         'Event - 2026-07 PSU MacAdmins',
-        'GitHub - Stared fleetdm/fleet',
-        'GitHub - Forked fleetdm/fleet',
+        'Event - Webinar',
+        'Event - Workshop - GitOps',
         'GitHub - Contributed to fleetdm/fleet',
+        'GitHub - Forked fleetdm/fleet',
+        'GitHub - Stared fleetdm/fleet',
         'LinkedIn - Comment',
+        'LinkedIn - Liked the LinkedIn company page',
         'LinkedIn - Reaction',
         'LinkedIn - Share',
-        'LinkedIn - Liked the LinkedIn company page',
+        'Prospecting - AE',
+        'Prospecting - Meeting service',
+        'Prospecting - Specialist',
+        'Website - Chat',
+        'Website - Contact forms',
+        'Website - Contact forms - Demo',
+        'Website - Contact forms - Demo - ICP',
+        'Website - Gated document',
+        'Website - Gated video',
+        'Website - Newsletter',
+        'Website - Sign up',
+        'Website - Swag request',
+        'Website - Workshop request'
       ],
     },
     jobTitle: {
@@ -153,6 +165,7 @@ module.exports = {
       eventContentUrl: historicalContentUrl,
       linkedinUrl: trimmedLinkedinUrl,
       relatedCampaign: relatedCampaign || recordDetails.mostRecentCampaign,
+      eventSource: contactSource,
     })
     .intercept((err)=>{
       sails.log.warn(`When the receive-from-clay webhook received information about LinkedIn activity, a historical event record could not be created. Full error: ${require('util').inspect(err)}`);

website/api/helpers/salesforce/create-historical-event.js

@@ -81,6 +81,36 @@ module.exports = {
     },
     relatedCampaign: {
       type: 'string',
+    },
+    eventSource: {
+      type: 'string',
+      isIn: [
+        'Attended a call with Fleet',
+        'Event',
+        'Event - 2026-07 PSU MacAdmins',
+        'Event - Webinar',
+        'Event - Workshop - GitOps',
+        'GitHub - Contributed to fleetdm/fleet',
+        'GitHub - Forked fleetdm/fleet',
+        'GitHub - Stared fleetdm/fleet',
+        'LinkedIn - Comment',
+        'LinkedIn - Liked the LinkedIn company page',
+        'LinkedIn - Reaction',
+        'LinkedIn - Share',
+        'Prospecting - AE',
+        'Prospecting - Meeting service',
+        'Prospecting - Specialist',
+        'Website - Chat',
+        'Website - Contact forms',
+        'Website - Contact forms - Demo',
+        'Website - Contact forms - Demo - ICP',
+        'Website - Gated document',
+        'Website - Gated video',
+        'Website - Newsletter',
+        'Website - Sign up',
+        'Website - Swag request',
+        'Website - Workshop request'
+      ],
     }
   },
 
@@ -96,7 +126,7 @@ module.exports = {
   },
 
 
-  fn: async function ({ salesforceAccountId, salesforceContactId, eventType, linkedinUrl, intentSignal, eventContent, eventContentUrl, fleetWebsitePageUrl, websiteVisitReason, relatedCampaign}) {
+  fn: async function ({ salesforceAccountId, salesforceContactId, eventType, linkedinUrl, intentSignal, eventContent, eventContentUrl, fleetWebsitePageUrl, websiteVisitReason, relatedCampaign, eventSource}) {
     // Return undefined if we're not running in a production environment.
     if(sails.config.environment !== 'production') {
       sails.log.verbose('Skipping Salesforce integration...');
@@ -148,7 +178,8 @@ module.exports = {
 
         Page_URL__c: fleetWebsitePageUrl,// eslint-disable-line camelcase
         Website_visit_reason__c: websiteVisitReason,// eslint-disable-line camelcase
-        Related_campaign__c: relatedCampaign// eslint-disable-line camelcase
+        Related_campaign__c: relatedCampaign,// eslint-disable-line camelcase
+        Historical_event_source__c: eventSource// eslint-disable-line camelcase
       });
     }).intercept((err)=>{
       return new Error(`An error occured when creating a new Historical event record in Salesforce. full error ${require('util').inspect(err, {depth: null})}`);

website/api/helpers/salesforce/update-or-create-contact-and-account.js

@@ -41,6 +41,8 @@ module.exports = {
         'Attended a call with Fleet',
         'Event',
         'Event - 2026-07 PSU MacAdmins',
+        'Event - Webinar',
+        'Event - Workshop - GitOps',
         'GitHub - Contributed to fleetdm/fleet',
         'GitHub - Forked fleetdm/fleet',
         'GitHub - Stared fleetdm/fleet',
@@ -53,14 +55,14 @@ module.exports = {
         'Prospecting - Specialist',
         'Website - Chat',
         'Website - Contact forms',
-        'Website - Contact forms - Demo - ICP',
         'Website - Contact forms - Demo',
-        'Website - Workshop request',
+        'Website - Contact forms - Demo - ICP',
+        'Website - Gated document',
+        'Website - Gated video',
         'Website - Newsletter',
         'Website - Sign up',
         'Website - Swag request',
-        'Website - Gated document',
-        'Website - Gated video',
+        'Website - Workshop request'
       ],
     },
     getStartedResponses: {
@@ -208,8 +210,8 @@ module.exports = {
       'Website - Contact forms - Demo - ICP',
       'Website - Contact forms - Demo',
       'Website - Workshop request',
-      'Webinar',
       'Website - Gated document',
+      'Website - Gated video',
     ];
     if(contactSource && formBasedContactSources.includes(contactSource)) {
       contactValuesToSet.Most_recent_campaign_member_status__c = 'Registered';// eslint-disable-line camelcase

website/api/hooks/custom/index.js

@@ -402,6 +402,7 @@ will be disabled and/or hidden in the UI.
                       eventType: 'Website page view',
                       websiteVisitReason: websiteVisitReason,
                       relatedCampaign: recordDetails.mostRecentCampaign,
+                      eventSource: 'Website - Sign up',
                     }).intercept((err)=>{
                       return new Error(`Could not create new Fleet website page view record. Error: ${err}`);
                     });