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 -->
79 lines
2.9 KiB
JavaScript
Vendored
79 lines
2.9 KiB
JavaScript
Vendored
module.exports = {
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friendlyName: 'Deliver webinar access request',
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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', required: true, isEmail: true, },
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webinarName: {type: 'string', required: true },
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},
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exits: {
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success: {description: 'A users webinar access request was successfully submitted.'},
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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, emailAddress, webinarName}) {
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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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// If the submitter has a marketing attribution cookie, send the details when creating/updating a contact/account/historical record.
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let attributionCookieOrUndefined = this.req.cookies.marketingAttribution;
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sails.helpers.flow.build(async ()=>{
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let recordIds = 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 - Gated video',
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description: `Submitted a form to watch the ${webinarName} webinar.`,
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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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// If the Contact record returned by the updateOrCreateContactAndAccount does not have a parent Account record, throw an error to stop the build helper.
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if(!recordIds.salesforceAccountId) {
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throw new Error(`Could not create historical event. The contact record (ID: ${recordIds.salesforceContactId}) returned by the updateOrCreateContactAndAccount helper is missing a parent account record.`);
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}
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// Create the new Fleet website page view record.
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await sails.helpers.salesforce.createHistoricalEvent.with({
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salesforceAccountId: recordIds.salesforceAccountId,
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salesforceContactId: recordIds.salesforceContactId,
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eventType: 'Intent signal',
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intentSignal: 'Requested webinar recording',
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eventContent: webinarName,
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eventSource: 'Website - Gated video',
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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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}).exec((err)=>{
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if(err){
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sails.log.warn(`Background task failed: When a user (email: ${emailAddress} submitted a form to watch the ${webinarName} webinar, a Contact/Account/website activity record could not be created/updated in the CRM.`, require('util').inspect(err));
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}
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return;
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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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