Gainsight/CustomerNotes/SPSCommerce.md

# SPS Commerce

## Todo Lists

[X] Check in on workflows in a few weeks

- [X] Connect Kayla and KJ for Analytics sync
- [ ] Ask if we can do a Trial of Enterprise Workflows
        Hard to make a call on the value 1. on the internal use, as it isn't totally needed and 2. see how they want to connect  external systems.
- [ ] Send product subscription plan features

Three years ago renewed after going out into the market and tested other systems
"Folklore of SPS"

What other shortcomings are Workflows a bandaid for?
    *Analytics being a good example
    * How does the shortcoming affect renewal?
    * What can be done about enrollments? What is the trigger for SPS to enroll in new courses?

Enterprise Workflow, where do they want to connect it to externally?

## 10/12/2022

- Include in analytics meeting: Kathleen Olson: kmolson@spscommerce.com
- Norm to reach out
- Question from Kayla:
  - Someone requested asking about the SCA and a specific course
  - Lippert Inc is the customer
  - Requested data pull in training
  - Pulled an excel of SCA and found duplicates in the list.
  - The next column shows "Attempt Number" and she thought that was total number of attempts
  - Instead, the "duplicates" are actually the actual attempt number.
- SCA is Kayla's favorite analytic
- Why is Lippert asking for this? What will they do with it?
  - Lippert is a retailer of theirs
  - They would like to drive engagement of their suppliers
  - Coincides with a big marketing initiative
  - Increase training availability
  - YTD Engagement, overall/aggregate of who is enrolled in that course
  - Engagement can mean a few things
    - Overall course completion is helpful
    - But number of people at various % through the course is also interesting
    - Lippert asked for "a little more detail" unsure what that means
- Course = Lipper Fulfillment
- BUT, there could be people enrolled in the course that are _not_ involved with Lippert
- They currently do mass enrollments, managed by their one-to-many customer service team
- There is a Lippert Component group that could further deliniate the number of people that should or shouldn't be in the group
- Last week when Kayla pulled the SCA, it said 509 enrollments. Today, it says 51.
- ISSUES: David Morrical shows 3 attempts but in MCA does not show anything
- SCA shows two Groups, MCA shows one - Lippert Components Inc and Lipper Components, Inc.

## 10/26/2022

### Analytics Meeting with Kathleen Olson + Matt + Kayla

- Kathleen has been focusing on engagement
- Completion is not super important
- Struggling with wiping of metrics after updating a course
- Some confusing with attempts? If they update the course what happens to metrics of previous users.
- Kayla pointed out that for free-form courses, if people are just clicking around via table of contents, then they could be engaged, but its not being logged.
- Matt: he has told NP many times that the dependence on the continue button is too high.
- Matt would be more interested in an "activity view" type analytic.

## 11/09/2022

### ILT Demo

- They want to use Northpass to funnel people to events in other portions of their platform.
- Here's an example of another event: <https://www.spscommerce.com/lp/mapadoc-training-sage-100/>
- They want to add these links to the bottom of their training page.
- Possibilities:
  - iFrame the OTHER events page if one exists
  - Auto pull in a list via API
  - Use automation & properties to allow Kayla to update a link and name (but they aren't on Enterprise)
  - Mockup/add HTML to their `training_events.html` page for Kayla to update on her own
  - Kayla to make a single new ILT in Northpass for each "event" with multiple sessions and for us to change the Register button to go to the events page.
- Kayla wants as little work as possible
- She doesn't want to manage registrations in Northpass, just use this as a funnel to the other site
- This is just an avenue TOWARDS the event, not the holder/maintainer of the event.

## 12/07/2022

### Kathleen & Kayla

Kayla will update the boxes with links without buttons unless she gets bad feedback, then I will have to get Dorian's code from Charlie. Norm to wait feedback from Kayla.
DONE: See if you can update the existing template that Dorian made to hyperlink a piece of text while we wait for the button.
Kathleen has some questions and/or bring something to our attention:

- Her team is trying to anticipate some changes that are happening in the company, and looking for long-term solutions. 4-Year Plan, repackaging and bundling the products. Potentially, one of the products could have 3 different names. For example:
  - Currently: Fulfillment
  - Future: Retail, Warehouse, Vendor/Supplier - three different fulfillment product names
- They also want to replace user guides. Putting User Guide content in Northpass. Using text ed:Titor/RTE - just copy and pasting it into Northpass.

## 12/21/2022

### Tables and Content

They use a lot of tables in their content. They use this to display text and pictures, this is mostly used for formatting. However, they had to go into the HTML to make the borders invisible. Thankfully, they had a designer willing to help them.

Froala doesn't by default allow to hide borders on tables. Can Northpass add it? Or, can I provide some quick html/css to add to any RTE that they don't want borders in.

## 01/04/2023

FEAT: Add email filter for SCA report.

## 02/02/2023

Zoom integration issue. It is unusable and affecting business.
Driving down registrations.
Kayla has made all the events discoverable and accessible, but it is restricting the full functionality of Northpass.

Kayla thought it could be the webinar template in Zoom.

## 03/15/2023

### Matt joined

Default- expanded sections
course prop boolean
t/F - collapsed sections

## 03/28/2023

### Answers for Kathleen

Borders in tables _can_ be hidden! Add this code to your table in HTML:

```html
<table style="width: 100%; border:hidden;"><tbody><tr><td style="width: 50.0000%; border:hidden;">
```