# CSM Kick-off (No Patrycja)

## Notes from Charles prior to Meeting

**DataSnipper** - Intelligence Audit Platform
**Current:** Live ILTs (12 Hours per Week)
**Pains:** Scale, Timezones, Language, Pace, etc.
**Goals:**

- Provide Scalability w/o Adding Team Members
- Reduce Manual Hours of Training
- Eliminate Discovery of Progress
- Better User Experience
  **Timeline:**
- Phased Launch:
- v1 - Basic Course (relatively quick)
- The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
- Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
- Webinars will be big component for them tho so just keep in mind

## Attendees

- Gabriele, Candide, Dirk, Sangeetha, Rachel

## Teams

- A ton of ILTs
- Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
- Tech-touch approach
- Gabriele is siloed, this is for new hires

## Goals and Info

- First users in early October
- Data: at least understand how many people are going through the courses
  - Data should be available in Hubspot
- They are also looking at CSPs.
- Have refined the ILT approach, so they are good at it.
- Began with 1:1 training which was too heavy for the team.
- That approach won't go away, but how can they supplement with asynchronous learning?
- Content of the larger session is pretty well defined
- Larger session and then that session is split into two
- Pace and speed of the sessions - there's a ton of content
- Feedback: the middle bulk of info is missed because that is the most technical
- Automation feature is hard to understand.
- Everyone is currently getting the same training, but this is a good opportunity to split people up.

## Where are they?

- Where do I fit into implementation and on-going support?
  - What's best for Patrycja vs me? When should they go to both?
- Advice on how content is structured
- Creating interactive and content that can be scalable
- How to sequence the training over time?
- Communications - what's best? How to share new content? How to update their progress?
- Gabriele: he wants to understand data sync - not just from Northpass out, but back in?
  DONE: 930 am on Mondays for the standing meeting.
- Gab and Dirk talking this week about personas.
- One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!

## 09/25/2023

### Remaining Sync Items

Communications deep dive - sender address, footers, options, etc.

- Gabriele's topic
- Communications into two "tracks", and within those tracks there are always two tracks
- Standard onboarding > two macro tracks - high and low performing
- Comms to announce that learners are registered > main POC on client side
- Comms with learners about the registration
- Everything will be triggered based on health --> What does that mean?
- Broad health categories, if a client falls within a range.

Overview from Dirk:

- Content furiously being prepared over last week
- Content outlines completed
- Iorad and videos will be completed.
- First course draft will be completed this week.
- Internal testers + Norm

Remaining Items:
5. Presentations uploaded losing Font formatting, and the page-by-page setting does not seem to set for all users

- Jost for regularly and Jost Medium for headings.
- Presentation specifically, default to paginate, not scroll.
- Change default functionality.
- Making a file available in the same page as video activity rather than as separate activity
- Hubspot link within "additional information"

ILTs & Timezone

- Local Timezone not showing

FEAT: Can activities or sections be leveraged across multiple courses --> Feature Request
In addition: activate or deactivate activities based on a property.

## 10/03/0223

### Patrycja to provide updates at meeting

- Dirk and Sangeetha only two DS people to join.
- Candide to join late if her other meeting cancels.

**Design Updates:**

- A ton of progress on the designs and everything is looking good.
- Patrycja to sync with the engineer later today
- Opened the floor to questions from Dirk. His questions:
  - Adding a language toggle for content. Leverage in-built Google Translate for browsers.
  - Patrycja mentioned that Google Translate or AI don't work
  - But, apparently, Charles showed them something on a demo at the CSS layer. Need to confirm with Charles.
- Update Course Viewer to be  more like the Course page. Feels like you're moving to another system between course page/LX.
- There was one shared in Figma - Growth tribe.
- Dirk showed some examples:
  - They want the TOC to remain on the same side in both LX and Templates. No strong preference to R or L side.
  - Video/Wistia colors are a different blue. Make them DS blue.
  - Header should be same in and outside of LX.
  - Dirk doing deep dive tomorrow morning on what the changes are and will send them over.
- Patrycja reminded that this was a work in progress, things will be wonky and be updated over time.
- Questions about Badges - he said he couldn't find them and Patrycja chuckled and let him know that its totally custom.
  - Dirk has some designs, but only one was added to Figma.
- Internal discussions on the number of activities per course. Some DS people adding a ton of activities.
- Dirk wants to add time next to section or activities for estimated time to complete

## 10/10/2023

### Sender Domains, Milestones, and Custom Domain

| Record Type | URL | Value|
|----|----|----|
| CNAME | np._domainkey.datasnipper.com | np.domainkey.u1860655.wl156.sendgrid.net |
| CNAME | np2._domainkey.datasnipper.com | np2.domainkey.u1860655.wl156.sendgrid.net |
| TXT | datasnipper.com | northpass-domain-verification=9e3afad8d68c30cc9c50e8a02afda447 |

TODO: Add logo to Footer

Design:

- Grey-out badges should be more opaque/faded
- Fix Links in header
- Add Resources Description on button.
- Learner preview shows blank page - no header, footer, etc.

Candide to connect Norm to Gabriele Pipo & IT to help set up the custom domains for email and URL.

## 10/16/2023

### Just Dirk

Notes:

- Gabriele's launch is at the same time as Dirk's
- Dirk wants testers in the academy this week.
- Dirk to ping Daniel about sendgrid sectors
- Iorad relationship has been great! Did some training with the team lately.
- Heads down on course content
- Big thing for Dirk:
  - Get a live environment to have people begin testing
  - Hide the following pages:
    - Learning Paths
    - Catalog
- "What's next in Intelligent Automation"
- ILT Cards - Remove descriptions because they don't have consistent copy for each ILT:
  - Unsanitze HTML
  - 4 lines, then ellipses
  - Font size is good
- For specific webinars, they will be attached CEUs and "attendance time".
- They also want to collect how many polls an attendee answers in the zoom.
- Auto opens section of current activity.

## 10/23/2023

### Monday Sync

- Patrycja successfully reminded that design items are to go to her, not me.
- Item for agenda: figure out technical email domain stuff.

Few items from Dirk:

- Signature event in NYC, Tuesday afternoon.
  - Academy is going to be announced!
    - Will also be shared on LinkedIn
  - Trigger people to want to try it out.
  - How will these people ask for access?
    - Key steps: group for each customer
    - Initial Hubspot flow from Sushant
    - Learning Path must be in the group!
    - Dirk will want to explore best analytics dashboards for a launch.
    - Imp managers may reach out to CSMs to see who is ready
  - If clicking on link from LinkedIn - no enrollments, one catalog course (tips and tricks).
  - Prospects will be at the event too.
- Showed him open access - and auto-group provisioning
- Kaitlyn to update the SG sectors for domainkeys.
- Make the docs available in Hubspot
- Remind Charles about Translation in course viewer.

## 10/24/2023

### Pre Event Details

- Touch on Learning Paths Notification and Comms (Enrollment + Completion)
- Changing My Courses into Courses with a My & Available section
- Not sending Academy emails until later this week. Just announcing today.

## 10/31/2023

### Communications with Gabriele

Stylize button for learning path notification & link
TODO: Test current button with {{school.url}}
Get UUIDs of Learning Paths for Gab
Use Hubspot workflows for Learning Path inactivity nudges
Ask about cloning NP courses into DataSnipper for DS implementation managers.
Told him about embedding support articles.

## 11/3/2023

### Big Sync with Hande, Dirk, and Sushant

- Accredible's "Shared on LinkedIn" button: <https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.credential.net%2Fd9c470f9-5726-4ebe-9106-5ee2a325a0c6>
- Workato Link for DataSnipper Hubspot: webhooks.workato.com/webhooks/rest/bd1a1eb7-7e79-4208-a1db-8e9c7440bcc9/datasnipper-hubspot-flow

## 11/09/2023

### Hande, Dirk, follow up questions

- A few remaining questions from Dirk to "move forward"
- Not happy that LPs are for admins only
- Ideally, we will get the Hubspot automation setup for client groups
- However, some CSMs will need to come in and make some edits
- Admins seem a bit overzealous
TODO: Send Hande product roadmap items, communities, product updates
TODO: Test archived courses URLs and if we get a 404 or 302.

Action Items:

- Auto group creation and assignment of Learning Paths via API.
- Ask Sushant for payload, but they also temporarily have the Hubspot conversion team.
- Want to run messaging out of Hubspot, but it's not clear how Hubspot shows who is/isn't enrolled.
- TODO: Check with partners team for Hubspot logs and why progress isn't being sent to Hubspot. Dirk & Audit course.
- Can the integration clean up old courses in Hubspot properties?
- Hande wants to send email when someone is signed up to an LP. What does Hubspot data look like?
  - Email 1: Access to Learning Path
  - Email 2: Inactivity Nudge
  - Email 3: Badge/Course completion

## 11/27/2023

### Hubspot Workflow Updates

Add all Hubspot properties as properties
Also add "Product" property, this could be an array of items - HTML property
Package always comes first.
Ask Allyson about Zoom integration updates.... they aren't sure if they want to update webinars in zoom & Northpass.

## 11/30/2023

### Justin and Dirk

Justin is on Candide's team but unable to make it.
Manager permissions continue to be an issue.

## 12/12/2023

### Mapping for Workato

| -- | -- |
| Packages in HubSpot | Learning Path |
| Enterprise | Introduction to DataSnipper - Enterprise |
| Professional | Introduction to DataSnipper - Professional |
| Basic | Introduction to DataSnipper - Basics |
| Advanced | Introduction to DataSnipper - Professional |
| N/A | Introduction to DataSnipper - Professional |

- Basics LP: f708a9c9-9fb4-460f-9f79-5be9579854b4
- Professional LP: af8e387e-203f-42a2-9117-2e9ff14d5115
- Enterprise LP: f19bc248-c430-4781-beef-b3ba4f377bac
