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Update "Show me" CTAs #14670

@mike-j-thomas

Description

@mike-j-thomas

Goal

Update "Show me" CTA to say something like "Talk to us" (TBD) and open a contact us / book a demo page on fleetdm.com rather than the chatbot.

User story
As website visitor,
I want an easy way to schedule a call with the Fleet team or send a message.

Changes

Figma: https://www.figma.com/file/3he8e72251IEnF6dBafKq1/%F0%9F%9A%A7-fleetdm.com-(scratchpad)?type=design&node-id=10885-63454&mode=design

QA

Talk to us

  • /contact defaults to opening "Talk to us" tab.
  • Error checking for personal email
  • On form submission:
    • send data directly to Salesforce via Zapier. (Not into Hubspot).
  • Zapier
    • Zap uses the email address to check for an existing record in Salesforce and either updates it or creates a new one
    • Salesforce fields to populate from zap.
      • Lead source: Website - Contact forms (Currently points to Website - Contact us (TODO: Update lead source name in Salesforce)
      • First name
      • Last name
      • Email
      • Company
      • Primary buying situation
      • # of hosts
      • Lead status: Shows interest
  • Calendly:
    • Event name: Talk to us
    • Type: Collective
    • Hosts: Alex, Dave, Will
    • Encode the answers for Name and Email in the form fill to the Calendly URL to pre-populate the scheduling page
    • Inputs to be included on the scheduling page:
    • Name
    • Email

Send a message

  • ?SendMessage query string is available for direct linking to the "Send a message" tab.
  • Error checking for personal email
  • On form submission:
    • Send message and data directly to Slack and Salesforce via Zapier
  • Zapier:
    • Zap uses the email address to check for an existing record in Salesforce and either updates it or creates a new one
    • Salesforce fields to populate from zap:
      • Lead source: Website - Contact forms (Currently points to Website - Contact us (TODO: Update lead source name in Salesforce)
      • First name
      • Last name
      • Email
      • Description: (Message)
  • Slack:
    • Send message to #from_prospective_customers channel.

Layout

  • Quote
  • Updated logos
  • Mobile and tablet ok

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