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 -->
122 lines
4.5 KiB
JavaScript
Vendored
122 lines
4.5 KiB
JavaScript
Vendored
module.exports = {
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friendlyName: 'Deliver gitops request submission',
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description: '',
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inputs: {
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firstName: { type: 'string', required: true },
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lastName: { type: 'string', required: true },
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emailAddress: { type: 'string', isEmail: true, required: true },
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location: { type: 'string', required: true },
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numberOfHosts: { type: 'string', required: true },
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managedPlatforms: { type: {}, required: true },
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willingToHost: { type: 'string'},
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},
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exits: {
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success: {
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description: 'A gitops workshop request was submitted.'
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},
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invalidEmailDomain: {
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description: 'This email address is on a denylist of domains and was not delivered.',
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responseType: 'badRequest'
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},
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},
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fn: async function ({firstName, lastName, location, emailAddress, numberOfHosts, managedPlatforms, willingToHost}) {
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let emailDomain = emailAddress.split('@')[1];
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if(_.includes(sails.config.custom.bannedEmailDomainsForWebsiteSubmissions, emailDomain.toLowerCase())){
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throw 'invalidEmailDomain';
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}
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// Convert the managedPlatforms object into a string.
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let platformFriendlyNamesByManagedPlatformValues = {
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macos: 'macOS',
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windows: 'Windows',
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linux: 'Linux',
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android: 'Android',
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iosOrIpados: 'iOS/iPadOS',
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chromeos: 'ChromeOS',
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};
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let managedPlatformsString = 'Selected platforms: ';
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for(let selectedPlatform of _.keysIn(managedPlatforms)){
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if(managedPlatforms[selectedPlatform] === true){
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managedPlatformsString += `\n\t- ${platformFriendlyNamesByManagedPlatformValues[selectedPlatform]}`;
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}
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}
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// Build a description with information from the form submission to add to the created/found contact record.
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let descriptionForCrmUpdate =
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`
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Submitted the gitops workshop request form.
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Submission information:
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They are ${willingToHost ? '' : 'not '}interested in hosting a workshop at their company's office.
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Location: ${location}
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Email: ${emailAddress}
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Number of hosts: ${numberOfHosts}
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${managedPlatformsString}
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`;
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let attributionCookieOrUndefined = this.req.cookies.marketingAttribution;
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await sails.helpers.flow.build(async ()=>{
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let recordDetails = await sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
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emailAddress: emailAddress,
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firstName: firstName,
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lastName: lastName,
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contactSource: 'Website - Workshop request',
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description: descriptionForCrmUpdate,
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marketingAttributionCookie: attributionCookieOrUndefined
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}).intercept((err)=>{
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return new Error(`Could not create/update a contact or account. Full error: ${require('util').inspect(err)}`);
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});
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// Add contact to campaign.
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await sails.helpers.salesforce.createCampaignMember.with({
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salesforceContactId: recordDetails.salesforceContactId,
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salesforceCampaignId: '701UG00000bLCLpYAO',// 2026_01-FE-GitOps_Workshop_Interest Campaign
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}).tolerate((err)=>{
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sails.log.warn(`When a user (${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)}`);
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});
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if(!recordDetails.salesforceAccountId) {
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throw new Error(`Could not create historical event. The contact record (ID: ${recordDetails.salesforceContactId}) returned by the updateOrCreateContactAndAccount helper is missing a parent account record.`);
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}
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// Create the new historical event record.
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await sails.helpers.salesforce.createHistoricalEvent.with({
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salesforceAccountId: recordDetails.salesforceAccountId,
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salesforceContactId: recordDetails.salesforceContactId,
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eventType: 'Intent signal',
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intentSignal: 'Submitted the "GitOps workshop request" form',
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eventContent: descriptionForCrmUpdate,
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relatedCampaign: recordDetails.mostRecentCampaign,
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eventSource: 'Website - Workshop request',
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}).intercept((err)=>{
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return new Error(`Could not create an historical event. Full error: ${require('util').inspect(err)}`);
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});
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}).tolerate((err)=>{
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sails.log.warn(`When a user (${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)}`);
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});
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// All done.
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return;
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}
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};
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