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
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)
Eric