Gainsight/CustomerNotes/Wildhealth.md

## Old Notes 
### June/July until September notes

- [X] - Connect KJ with Wild health for Analytics
- [X] - Assign an SE for the Felix conversation 

The patient/client shouldn't see a difference between Clarity and Northpass
Can we provision grouping before activation? Northpass
What if we wait for a webhook, then put them in a group? 

Felix Scenario:
Typical example
Patient fills out 5 quesiton form
You will be assigned 1 of 5 challenges
You first need to be invited
Then activated
Then assigned a challenges

Can we create a custom integration without zapier 
Make an API call? 
Yes they will create it themselves 
Email must be matching, or it will create a new account 

Next Sprint or following - 2-4 weeks
Daniel has been the WildHealth dev working on this
- [X] Send documentation and endpoints (person created, person added to group)
- [X] Will a user that gets activated count against their MAL? <-- No!  

diet ->
diseas specific -> autoimmunne
module 7 -> coaching philosophy

* [X] Wild health academy - old publishing
* [X] Shopify tips: 
    * [X] Flow of Emails - Receipt + Invitation (this one lags)
    * [X] Discount is on the last page, tell people to wait 
    * [X] Shopify's customer service isnt the best, so be diligent 
    * [X] Know your ProductIDs
    * [X] One Product per Course

* [X] Modules 1-12 combined into a single course, moved to the Education Portal - not possible. It slowed down the entire system because of too many modules.

## 10/17/2022
### Flupdates on Shopify Integration
* The big change for Northpass is the release date of courses from Monthly to Bi-Weekly
* They want the intro course to be availble as soon as soneone signs up, regardless of signup date. 
* Kaitlyn is grabbing all IDs for courses 1-12 and hiding them, until a certain date is reached. 
* All other courses and IDs are shown immedieatly. 
* Mike: the other main change other than cadence, is 1st and 15th release dates
* Groups: fellowship group (1st of every month > 1st and 15th), rolling admissions group (keeping rolling admissions as is. Not taking additional enrollees.)
    * Everyone who starts from now going forward, starts on Jan 1st. 
    * Second course will be starting in July 
* Do they need other Shopify products?
    * Kaitlyn to check. She needs to figure out what the "date" cut off is for adding people to the January vs July cohort cadence. 
* There is also the *Fundamentals Course*, which will not be drip anymore, but all courses all at once.
* Workflow can be deleted (already done).