CS Add-on: Connect with Sales CTA - /billing

Summary

Help connect current Code Suggestions beta users with Sales from within the SaaS app

Context

As we transition Code Suggestions from beta to Paid GA, we have the opportunity to convert beta users to the paid add-on for the feature. To start, existing paid (Premium and Ultimate) SaaS customers will only be able to purchase the add-on through Sales (we'll refer to this as sales-assisted) - with the ability to purchase via Self-managed, GitLab Dedicated, and Webstore coming later.

Problem

The current path a user must take to connect with Sales to facilitate the purchase of the Code Suggestions add-on requires the user to go outside of the product (email, Marketing site form, etc).

Solution

From discussion in &11218 (comment 1512797558), this issue will be dedicated to design + implementation for the CTA to connect with sales for the /billing page.

User views to account for: Free, Premium, and Ultimate SaaS customers

Premium Ultimate
Current Screenshot_2023-08-14_at_12.31.33_PM Screenshot_2023-08-14_at_12.33.57_PM
With Code Suggestions Contact Sales CTA Screenshot_2023-08-22_at_10.46.16_AM Screenshot_2023-08-22_at_10.46.29_AM

Technical Requirements

  • Contact sales CTA button is displayed on /billing page to group owners only
  • Clicking Contact sales CTA triggers Sales form submission modal
  • Form populates known information about the customer
  • Upon successful submission of the form, data is passed via API call to Marketo
  • Modify existing hand-raise PQL code in customers.dot to capture this code suggestions hand-raise PQL
    • engineering note: nothing needs done here besides adjusting the product_interaction
  • Per discussion in #421952 (comment 1522745219): product interaction value passed to Marketo has value of Requested Contact-Code Suggestions Add-On and additionally we send these fields: company, first name, last name
    • engineering note: nothing needs done here besides adjusting the product_interaction. Hand raise PQL already includes these fields.
  • Contact sales button remains active after successful form submission
  • Clicking on the Code Suggestions link directs the user to https://docs.gitlab.com/ee/user/project/repository/code_suggestions/.
  • User can dismiss the form submission modal
    • engineering note: the modal does this by default, nothing to do here except use the existing modal.
  • Feature flag options:
  • hand raise lead form launch tracking label: code_suggestions_hand_raise_lead_form
  • placement should be above the user usage table in each scenario. See #421953 (comment 1532893976)
  • If the user's namespace has a current/active code suggestions subscription, we will not display the contact sales card
Edited by Gayle Doud