# SDR Form HubSpot Standardization Summary

**Last Updated:** 2026-03-10

## Overview

Successfully standardized the SDR booking form on `/sdr` by creating HubSpot properties, updating form configuration, and documenting all changes.

## Changes Implemented

### 1. HubSpot Properties Created

✅ **genannter_preis__c**
- Type: string (text)
- Label: Genannter Preis
- Description: Preis den der SDR genannt hat (z.B. "89€" oder "89-149€")
- Status: Created and verified

✅ **kaufinteresse_4_monate__c**
- Type: bool (booleancheckbox)
- Label: Kaufinteresse innerhalb der nächsten 4 Monate
- Description: Hat der Lead Interesse innerhalb der nächsten 4 Monate zu kaufen?
- Options: Ja (true), Nein (false)
- Status: Created and verified

### 2. Form Configuration Updates

✅ **Segment Field**
- Set as required/mandatory
- Field name: `segment__c`
- Status: Updated via API

✅ **Weitere Angaben Label**
- Updated from: "Weitere Angaben"
- Updated to: "Weitere Angaben (Ist-Zustand, Pain Points, Wechselmotivation)"
- Field name: `message`
- Status: Updated via API

✅ **New Fields Added**
- **Anzahl Mitarbeitende** (`anzahl_mitarbeiter__c`) - Number field
- **Genannter Preis** (`genannter_preis__c`) - Text field
- **Kaufinteresse innerhalb der nächsten 4 Monate** (`kaufinteresse_4_monate__c`) - Checkbox field
- Status: All fields added via API and verified

### 3. Property Verification

✅ **anzahl_mitarbeiter__c**
- Status: Verified existing property
- Type: string (text)
- Group: salesforceinformation

## Implementation Details

### Scripts Created

1. **v2/scripts/hubspot/investigate-sdr-form.php**
   - Fetches current form definition
   - Checks property existence
   - Creates backup of form definition

2. **v2/scripts/hubspot/setup-sdr-properties.php**
   - Creates new HubSpot properties
   - Supports dry-run mode
   - Verifies property creation

3. **v2/scripts/hubspot/update-sdr-form.php**
   - Updates form definition via HubSpot Forms API
   - Sets Segment as required
   - Updates field labels
   - Adds new fields
   - Supports dry-run mode

### Form Configuration

- **Form ID:** `ad1036ce-33ec-463b-adde-2fa546324c8a`
- **Portal ID:** `145133546`
- **Region:** `eu1`
- **Form Type:** HubSpot Embedded Form

### Field Order

1. Unternehmensname (company) - Required
2. Vorname (firstname) - Required
3. Nachname (lastname) - Required
4. E-Mail (email) - Required
5. Telefonnummer (phone) - Required
6. Segment (segment__c) - **Required** ⭐
7. Anzahl Mitarbeitende (anzahl_mitarbeiter__c) - Optional
8. Genannter Preis (genannter_preis__c) - Optional ⭐ NEW
9. Kaufinteresse innerhalb der nächsten 4 Monate (kaufinteresse_4_monate__c) - Optional ⭐ NEW
10. Weitere Angaben (Ist-Zustand, Pain Points, Wechselmotivation) (message) - Optional ⭐ UPDATED

## Verification Results

### API Verification

✅ Form definition fetched successfully  
✅ Properties created and verified  
✅ Form updated successfully  
✅ All fields verified in updated form:
- Segment field required: ✓ Yes
- Weitere Angaben label: ✓ Updated correctly
- Anzahl Mitarbeitende field: ✓ Found
- Genannter Preis field: ✓ Found
- Kaufinteresse field: ✓ Found

### Backup Files

- Form definition backup: `v2/scripts/hubspot/sdr-form-backup-2026-03-10-161953.json`
- Investigation results: `v2/scripts/hubspot/sdr-form-investigation-2026-03-10-161955.json`

## Documentation Updates

✅ Updated `docs/implementation/hubspot-sdr-form-hidden-fields.md`
- Added form fields section
- Documented new fields and property mappings
- Updated last modified date

✅ Created `docs/systems/hubspot/SDR_FORM_PROPERTIES.md`
- Complete property documentation
- Property creation instructions
- Form field mapping table

✅ Created `docs/systems/hubspot/SDR_FORM_STANDARDIZATION_SUMMARY.md`
- This summary document

## Testing Recommendations

### Manual Testing Required

1. **Form Submission Test**
   - Visit `https://www.ordio.com/sdr`
   - Fill out all fields including new fields
   - Submit form
   - Verify data appears correctly in HubSpot contact record

2. **Required Field Validation**
   - Try submitting form without Segment field
   - Verify validation error appears
   - Verify form cannot be submitted

3. **Edge Cases**
   - Test with SDR parameter: `/sdr?sdr=test`
   - Verify UTM tracking still works
   - Test form on mobile devices
   - Test form in iframe (partner CRM integration)

### HubSpot Verification

1. **Contact Record Check**
   - Submit test form
   - Open contact record in HubSpot
   - Verify all fields are captured:
     - `anzahl_mitarbeiter__c`
     - `genannter_preis__c`
     - `kaufinteresse_4_monate__c`
   - Verify property values match form inputs

2. **Form Configuration Check**
   - Navigate to Marketing > Forms > SDR Form
   - Verify Segment field is marked as required
   - Verify "Weitere Angaben" label includes "(Ist-Zustand, Pain Points, Wechselmotivation)"
   - Verify new fields are present and correctly configured

## Manual Steps (If Needed)

If API updates fail in the future, manual steps in HubSpot UI:

1. **Navigate to Form:** Marketing > Forms > SDR Form (`ad1036ce-33ec-463b-adde-2fa546324c8a`)
2. **Set Segment as Required:** Edit Segment field, check "Required" checkbox
3. **Update Weitere Angaben Label:** Edit field, update label to "Weitere Angaben (Ist-Zustand, Pain Points, Wechselmotivation)"
4. **Add New Fields:**
   - Add `anzahl_mitarbeiter__c` field (Number type)
   - Add `genannter_preis__c` field (Text type)
   - Add `kaufinteresse_4_monate__c` field (Checkbox type)
5. **Verify Field Mapping:** Ensure fields map to correct HubSpot properties

## Related Files

### Scripts
- `v2/scripts/hubspot/investigate-sdr-form.php` - Form investigation script
- `v2/scripts/hubspot/setup-sdr-properties.php` - Property creation script
- `v2/scripts/hubspot/update-sdr-form.php` - Form update script

### Configuration
- `v2/config/hubspot-api-key.php` - HubSpot API token
- `v2/config/hubspot-config.php` - HubSpot configuration
- `v2/config/hubspot-api-helpers.php` - API helper functions

### Form Files
- `v2/pages/sdr.php` - SDR landing page
- `v2/base/include_form-hubspot-sdr.php` - Form include file

### Documentation
- `docs/implementation/hubspot-sdr-form-hidden-fields.md` - Form implementation details
- `docs/systems/hubspot/SDR_FORM_PROPERTIES.md` - Property documentation
- `docs/forms/form-ids-reference.md` - Form tracking reference

## Success Criteria

✅ All HubSpot properties exist and are correctly configured  
✅ Form has Segment field set as mandatory  
✅ Form label updated: "Weitere Angaben (Ist-Zustand, Pain Points, Wechselmotivation)"  
✅ New fields added: Genannter Preis, Kaufinteresse 4 Monate  
✅ Form structure verified via API  
✅ Documentation updated  
✅ Backup files created  

## Next Steps

1. **Manual Testing:** Perform manual form submission testing (see Testing Recommendations above)
2. **Monitor:** Monitor form submissions to ensure data is captured correctly
3. **Update Workflows:** If needed, update HubSpot workflows to use new properties
4. **Train SDRs:** Inform SDR team about new fields and their usage

## Notes

- Form updates were applied via HubSpot Forms API v3
- Properties were created via HubSpot CRM Properties API v3
- All changes were verified via API calls
- Backup files are available for rollback if needed
- Form supports iframe embedding for partner CRM integration