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Add option to require contact via HS form for create/upgrade of team type #4343

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merged 1 commit into from
Aug 8, 2024

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knolleary
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@knolleary knolleary commented Aug 7, 2024

Closes #4317

Adds option on TeamType configuration to require users contact us, rather than allow self-service creation/upgrade to that type.

TeamType config

If the Require contact to upgrade option is selected, hubspot portal/form ids can be provided.

image

UX

When creating a new team, or changing an existing team type, if they select a type that has been configured to require contact, they are shown this:

image

This only applies to non-admin users. If the user is an admin, then can select the type and create the team 'normally'.

Hubspot

When clicking the 'contact sales' button, the configured hubspot form is submitted with the user's email and the details of the page they are on. The HS form can be then configured to trigger whatever business process is required.

I have created a suitable form in HS already called 'Enterprise Upgrade Request'.

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codecov bot commented Aug 7, 2024

Codecov Report

All modified and coverable lines are covered by tests ✅

Project coverage is 78.17%. Comparing base (4e0aa9a) to head (868ecb3).
Report is 18 commits behind head on main.

Additional details and impacted files
@@            Coverage Diff             @@
##             main    #4343      +/-   ##
==========================================
- Coverage   78.19%   78.17%   -0.02%     
==========================================
  Files         292      292              
  Lines       13458    13430      -28     
  Branches     3012     3010       -2     
==========================================
- Hits        10523    10499      -24     
+ Misses       2935     2931       -4     
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@joepavitt
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Is "Free" an appropriate pricing offer there?

@knolleary
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@joepavitt that's just how I happen to have my teams configured locally as part of validating all the different options. It isn't a reflection of the changes in this PR

@joepavitt joepavitt merged commit 9787935 into main Aug 8, 2024
13 of 14 checks passed
@joepavitt joepavitt deleted the 4317-contact-us-team-tier branch August 8, 2024 12:28
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Require users to contact sales to upgrade to Enterprise team
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