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).

## 10/25/2022
### Analytics Meeting with Trei & Abby 
* Discuss self-got analytics, custom reports, Google Sheets automations
* Other items from Trei: 
    * Live-hosted events + data:
        * Registrations and Attendance data
        * Abby: two iterations of webinars to students. Thursdays & ad-hoc coaching sessions 
        * Additional group will be added based on this new group - coaching group & national board accrediting group
        * Send invitations and attendace to these groups and all through Northpass 
        * Stopped using ILTs and now using an extenal/manual process 
        * Optimal, assign events, not allow them to register 
        * OR - recurring event one registration allows them to register for all events
        * Calendar: Google Calendar 
        * Video Tech: Zoom 
    * Submissions of recorded video content 
        * Can the video submission be sent to faculty automatically?
        * They _could_ give faculty access to Northpass 
        * How are faculty mapped to assignments/courses? 
            * Unsure as of yet
            * 30-40 students in this class
            * 3 faculty to be grading 
* Spreadsheet is a good start (The Look)
* See if we can add in ILT & Submission Data 
* Faculty would have to grade based on pass/fail 

## 10/31/2022
* Abby PTO: November 7th - 18th
    * Confirm if Mike wants to have the meetings while Abby is out
    * Abby might add Trei to the meeting on the 14th to go over Analytics updates and the custom dashboard we are creating for them. 

* Abby usually handles little IT issues like logins etc.
    * Should/Can she send them to NP Support?
    * Usual issues are if reset password doesn't work or a course is not accessible.  
    * Assistant: Baeligh Moburley 
    * All inquiries will go to Baeleigh first and then passed onto us. 
* Anything I can do to help Mike? Nothing yet. He is pumped that Abby and Trei will be getting custom analytics. 

## 11/14/2022

Jan 6th is first event 
Zoom Events - Hosted as Events where everyone can see each others faces

How do events affect userflow?
    * Tue-Wed Coaching Sessions
    * Mandatory
    * Goal is accredidation 
    * These users will want to sit for a board 
    * Thursday Webinars, also mandatory, a person can only miss 6 hours of these 
    * This is asycnchronous vs synchronous content 
    * Attendance policy: if you miss, you can only miss up to 6 hours of synchronous content
    * Videos will be uploaded after 
    * Students just have to show up and be present in the zoom to count as attended 
    * Small groups, speaking, faculty joining the breakouts etc 
    * Interns will be on that for taking attendance
    * Wants to track the amount of time a person has attended 
    
Certifications:
    * Are these course based?

## 11/28/2022
### Document/Proposed Ideas from Mike and Abby
CMS/Resource Hub:
* Documents living in Northpass and then offered in a "resource center" in the Academy. 
    * Sort of like a CMS?
* People need quick reference to something like an SOP while they are _with_ a client or patient. Search is too slow. Resources lives in a folder and then accessible to the learners. Folders good for admin org, but availble to learners as well. 
* Where do the docs live right now? Google Drive, lots of overlap and duplicates. People can't access them quickly enough. It needs to be accessible via Search functionality as well. 
* Learners use search all the time. Search needs to really help them arrive at their required resource. 
* People are both searching and going to a "resources" tab and find the activity. 
* They were unaware of the search functionality finding specific activities and the ability to go to that activity. 
TODO: Look into Templates and fix their search functionality. It should _only_ show activities, not courses.