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Product Qualified Lead (PQL) development guide

The Product Qualified Lead (PQL) funnel connects our users with our team members. Read more about PQL product principles.

A hand-raise PQL is a user who requests to speak to sales from within the product.

Set up your development environment

Set up GDK with a connection to your local CustomersDot instance.
Set up CustomersDot to talk to a staging instance of Platypus.
Set up CustomersDot using the normal install instructions.
Set the CUSTOMER_PORTAL_URL env var to your local (or ngrok) URL of your CustomersDot instance.
Place export CUSTOMER_PORTAL_URL='https://XXX.ngrok.io/' in your shell rc script (~/.zshrc or ~/.bash_profile or ~/.bashrc) and restart GDK.
Enter the credentials on CustomersDot development to Platypus in your /config/secrets.yml and restart. Credentials for the Platypus Staging are in the 1Password Growth vault. The URL for staging is https://staging.ci.nexus.gitlabenvironment.cloud.

  platypus_url: "<%= ENV['PLATYPUS_URL'] %>" 
  platypus_client_id: "<%= ENV['PLATYPUS_CLIENT_ID'] %>"
  platypus_client_secret: "<%= ENV['PLATYPUS_CLIENT_SECRET'] %>"

Set up lead monitoring

Set up access for Platypus Staging https://staging.ci.nexus.gitlabenvironment.cloud using the Platypus Staging credentials in the 1Password Growth vault.
Set up access for the Marketo sandbox, similar to this example request.

Manually test leads

Register a new user with a unique email on your local GitLab instance.
Send the PQL lead by submitting your new form or creating a new trial or a new hand raise lead.
Use easily identifiable values that can be easily seen in Platypus staging.
Observe the entry in the staging instance of Platypus and paste in the merge request comment and mention.

Troubleshooting

Check the application and Sidekiq logs on gitlab.com and CustomersDot to monitor leads.
Check the leads table in CustomersDot.
Set up staging credentials for Platypus, and track the leads on the Platypus Dashboard.
Ask for access to the Marketo Sandbox and validate the leads there, to this example request.

Embed a hand-raise lead form

HandRaiseLeadButton is a reusable component that adds a button and a hand-raise modal to any screen.

You can import a hand-raise lead button the following way.

import HandRaiseLeadButton from 'ee/hand_raise_leads/hand_raise_lead/components/hand_raise_lead_button.vue';

export default {
  components: {
    HandRaiseLeadButton,
...
</script>

<template>

<hand-raise-lead-button />

The hand-raise lead form accepts the following parameters via provide or inject.

    provide: {
      small,
      user: {
        namespaceId,
        userName,
        firstName,
        lastName,
        companyName,
        glmContent,
      },
      ctaTracking: {
        action,
        label,
        property,
        value,
        experiment,
      },
    },

The ctaTracking parameters follow the data-track attributes for implementing Snowplow tracking. The provided tracking attributes are attached to the button inside the HandRaiseLeadButton component, which triggers the hand-raise lead modal when selected.

Monitor the lead location

When embedding a new hand raise form, use a unique glmContent or glm_content field that is different to any existing values.

We currently use the following glm content values:

glm_content value	Notes
discover-group-security	This value is used in the group security feature discovery page.
discover-group-security-pqltest	This value is used in the group security feature discovery page experiment with 3 CTAs.
discover-project-security	This value is used in the project security feature discovery page.
discover-project-security-pqltest	This value is used in the project security feature discovery page experiment with 3 CTAs.
group-billing	This value is used in the group billing page.
trial-status-show-group	This value is used in the top left nav when a namespace has an active trial.

Test the component

In a jest test, you may test the presence of the component.

expect(wrapper.findComponent(HandRaiseLeadButton).exists()).toBe(true);

PQL lead flow

The flow of a PQL lead is as follows:

A user triggers a HandRaiseLeadButton component on gitlab.com.
The HandRaiseLeadButton submits any information to the following API endpoint: /-/trials/create_hand_raise_lead.
That endpoint reposts the form to the CustomersDot trials/create_hand_raise_lead endpoint.
CustomersDot records the form data to the leads table and posts the form to Platypus.
Platypus posts the form to Workato (which is under the responsibility of the Business Operations team).
Workato sends the form to Marketo.
Marketo does scoring and sends the form to Salesforce.
Our Sales team uses Salesforce to connect to the leads.

Trial lead flow

Trial lead flow on GitLab.com

sequenceDiagram
    Trial Frontend Forms ->>TrialsController#create_lead: GitLab.com frontend sends [lead] to backend
    TrialsController#create_lead->>CreateLeadService: [lead]
    TrialsController#create_lead->>ApplyTrialService: [lead] Apply the trial
    CreateLeadService->>SubscriptionPortalClient#generate_trial(sync_to_gl=false): [lead] Creates customer account on CustomersDot
    ApplyTrialService->>SubscriptionPortalClient#generate_trial(sync_to_gl=true): [lead] Asks CustomersDot to apply the trial on namespace
    SubscriptionPortalClient#generate_trial(sync_to_gl=false)->>CustomersDot|TrialsController#create(sync_to_gl=false): GitLab.com sends [lead] to CustomersDot
    SubscriptionPortalClient#generate_trial(sync_to_gl=true)->>CustomersDot|TrialsController#create(sync_to_gl=true): GitLab.com asks CustomersDot to apply the trial

Trial lead flow on CustomersDot (sync_to_gl)

sequenceDiagram
    CustomersDot|TrialsController#create->>HostedPlans|CreateTrialService#execute: Save [lead] to leads table for monitoring purposes
    HostedPlans|CreateTrialService#execute->>BaseTrialService#create_account: Creates a customer record in customers table
    HostedPlans|CreateTrialService#create_platypus_lead->>PlatypusLogLeadService: Creates a platypus lead
    HostedPlans|CreateTrialService#create_platypus_lead->>Platypus|CreateLeadWorker: Async worker to submit [lead] to Platypus
    Platypus|CreateLeadWorker->>Platypus|CreateLeadService: [lead]
    Platypus|CreateLeadService->>PlatypusApp#post: [lead]
    PlatypusApp#post->>Platypus: [lead] is sent to Platypus

Applying the trial to a namespace on CustomersDot

sequenceDiagram
    HostedPlans|CreateTrialService->load_namespace#Gitlab api/namespaces: Load namespace details
    HostedPlans|CreateTrialService->create_order#: Creates an order in orders table
    HostedPlans|CreateTrialService->create_trial_history#: Creates a record in trial_histories table

Hand raise lead flow

Hand raise flow on GitLab.com

sequenceDiagram
    HandRaiseForm Vue Component->>TrialsController#create_hand_raise_lead: GitLab.com frontend sends [lead] to backend
    TrialsController#create_hand_raise_lead->>CreateHandRaiseLeadService: [lead]
    CreateHandRaiseLeadService->>SubscriptionPortalClient: [lead]
    SubscriptionPortalClient->>CustomersDot|TrialsController#create_hand_raise_lead: GitLab.com sends [lead] to CustomersDot

Hand raise flow on CustomersDot

sequenceDiagram
    CustomersDot|TrialsController#create_hand_raise_lead->>PlatypusLogLeadService: Save [lead] to leads table for monitoring purposes
    CustomersDot|TrialsController#create_hand_raise_lead->>Platypus|CreateLeadWorker: Async worker to submit [lead] to Platypus
    Platypus|CreateLeadWorker->>Platypus|CreateLeadService: [lead]
    Platypus|CreateLeadService->>PlatypusApp#post: [lead]
    PlatypusApp#post->>Platypus: [lead] is sent to Platypus

PQL flow after Platypus for all lead types

sequenceDiagram
    Platypus->>Workato: [lead]
    Workato->>Marketo: [lead]
    Marketo->>Salesforce(SFDC): [lead]

9.1 KiB Raw Blame History