Créer un formulaire de leads qualifiant avec React Router

app/
  root.tsx
  lead-source.server.ts
  routes.ts
  routes/
    contact-sales.tsx
    contact-sales.thanks.tsx
react-router.config.ts
.env

IKIFORM_SECRET_KEY=ik_sk_your_secret_key
COOKIE_SECRET=a-long-random-string

import { createCookie } from "react-router";

export interface LeadSource {
  utm_source: string;
  utm_medium: string;
  utm_campaign: string;
  referrer: string;
  landing_page: string;
}

export const leadSource = createCookie("lead_source", {
  httpOnly: true,
  sameSite: "lax",
  path: "/",
  maxAge: 60 * 60 * 24 * 30,
  secrets: [process.env.COOKIE_SECRET ?? ""],
});

export async function firstTouch(request: Request): Promise<LeadSource | null> {
  const url = new URL(request.url);
  const referer = request.headers.get("referer") ?? "";
  const from = URL.canParse(referer) ? new URL(referer) : null;
  const tag = (key: string) => url.searchParams.get(key)?.slice(0, 100) ?? "";
  const source: LeadSource = {
    utm_source: tag("utm_source"),
    utm_medium: tag("utm_medium"),
    utm_campaign: tag("utm_campaign"),
    referrer: from && from.host !== url.host ? from.href.slice(0, 300) : "",
    landing_page: url.pathname.slice(0, 200),
  };
  const hasSignal = source.referrer || source.utm_source || source.utm_medium || source.utm_campaign;
  return hasSignal ? source : null;
}

import { leadSource, firstTouch } from "./lead-source.server";
import type { Route } from "./+types/root";

const recordFirstTouch: Route.MiddlewareFunction = async ({ request }, next) => {
  const response = await next();
  if (request.method !== "GET") return response;
  if (await leadSource.parse(request.headers.get("Cookie"))) return response;
  const source = await firstTouch(request);
  if (source) response.headers.append("Set-Cookie", await leadSource.serialize(source));
  return response;
};

export const middleware: Route.MiddlewareFunction[] = [recordFirstTouch];

import { data, Form, redirect, useNavigation } from "react-router";
import { type LeadSource, leadSource } from "../lead-source.server";
import type { Route } from "./+types/contact-sales";

const CHOICES = {
  company_size: ["1_10", "11_50", "51_200", "201_1000", "1000_plus"],
  budget: ["under_10k", "10k_50k", "50k_plus", "unsure"],
  timeline: ["this_quarter", "next_quarter", "later", "researching"],
};

function validate(values: Record<string, string>) {
  const errors: Record<string, string> = {};
  if (!values.name) errors.name = "Tell us who to reply to.";
  if (!/^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(values.email)) errors.email = "Enter a work email we can reply to.";
  if (!values.company) errors.company = "Which company is this for?";
  for (const [key, allowed] of Object.entries(CHOICES)) {
    if (!allowed.includes(values[key])) errors[key] = "Pick one of the options.";
  }
  if (values.message.length > 5000) errors.message = "Keep it under 5,000 characters.";
  return errors;
}

export async function action({ request }: Route.ActionArgs) {
  const form = await request.formData();
  const keys = ["name", "email", "company", "company_size", "budget", "timeline", "message", "_gotcha"];
  const values = Object.fromEntries(keys.map((key) => [key, String(form.get(key) ?? "").trim()]));
  const errors = validate(values);
  if (Object.keys(errors).length) return data({ errors, values }, { status: 400 });

  const source: Partial<LeadSource> = (await leadSource.parse(request.headers.get("Cookie"))) ?? {};
  const qualified =
    values.company_size !== "1_10" &&
    ["10k_50k", "50k_plus"].includes(values.budget) &&
    ["this_quarter", "next_quarter"].includes(values.timeline);
  const origin = request.headers.get("origin");

  const response = await fetch("https://ikiform.com/f/frm_xxxxxxxxxxxxxxxx", {
    method: "POST",
    headers: {
      Accept: "application/json",
      "Content-Type": "application/json",
      Authorization: `Bearer ${process.env.IKIFORM_SECRET_KEY}`,
      ...(origin ? { Origin: origin } : {}),
    },
    body: JSON.stringify({ ...source, ...values, fit: qualified ? "qualified" : "nurture" }),
  });
  const result = await response.json().catch(() => null);
  if (!result?.ok) {
    const fields: Record<string, string[]> = result?.error?.fields ?? {};
    const failed = Object.fromEntries(Object.entries(fields).map(([key, list]) => [key, list[0] ?? ""]));
    if (!Object.keys(failed).length) failed.form = "We couldn't send that. Email sales@example.com instead.";
    return data({ errors: failed, values }, { status: response.status });
  }

  if (!qualified || values._gotcha) return redirect("/contact-sales/thanks", 303);
  return redirect(`https://cal.com/acme/intro?${new URLSearchParams({ name: values.name, email: values.email })}`, 303);
}

export default function ContactSales({ actionData }: Route.ComponentProps) {
  const pending = useNavigation().state === "submitting";
  const errors: Record<string, string | undefined> = actionData?.errors ?? {};
  const values: Record<string, string | undefined> = actionData?.values ?? {};
  const error = (key: string) => (errors[key] ? <p role="alert">{errors[key]}</p> : null);

  return (
    <Form method="post">
      <label htmlFor="name">Name</label>
      <input id="name" name="name" autoComplete="name" required defaultValue={values.name} />
      {error("name")}
      <label htmlFor="email">Work email</label>
      <input id="email" name="email" type="email" autoComplete="email" required defaultValue={values.email} />
      {error("email")}
      <label htmlFor="company">Company</label>
      <input id="company" name="company" autoComplete="organization" required defaultValue={values.company} />
      {error("company")}
      <label htmlFor="company_size">Company size</label>
      <select id="company_size" name="company_size" required defaultValue={values.company_size ?? ""}>
        <option value="" disabled>Choose one</option>
        <option value="1_10">1 to 10</option>
        <option value="11_50">11 to 50</option>
        <option value="51_200">51 to 200</option>
        <option value="201_1000">201 to 1,000</option>
        <option value="1000_plus">More than 1,000</option>
      </select>
      {error("company_size")}
      <label htmlFor="budget">Budget</label>
      <select id="budget" name="budget" required defaultValue={values.budget ?? ""}>
        <option value="" disabled>Choose one</option>
        <option value="under_10k">Under $10k</option>
        <option value="10k_50k">$10k to $50k</option>
        <option value="50k_plus">More than $50k</option>
        <option value="unsure">Not sure yet</option>
      </select>
      {error("budget")}
      <label htmlFor="timeline">When do you want to start?</label>
      <select id="timeline" name="timeline" required defaultValue={values.timeline ?? ""}>
        <option value="" disabled>Choose one</option>
        <option value="this_quarter">This quarter</option>
        <option value="next_quarter">Next quarter</option>
        <option value="later">Later this year</option>
        <option value="researching">Researching for now</option>
      </select>
      {error("timeline")}
      <label htmlFor="message">Anything we should know?</label>
      <textarea id="message" name="message" rows={4} defaultValue={values.message} />
      {error("message")}
      <input name="_gotcha" type="text" tabIndex={-1} autoComplete="off" hidden />
      {error("form")}
      <button disabled={pending}>{pending ? "Sending" : "Talk to sales"}</button>
    </Form>
  );
}