Gainsight/CustomerNotes/Skuid.md

# Skuid

## 07/21/2022

### Meeting with Alexa

Agenda sent to us by Alexa:

1. Popups -- need to explore this possibility to have a popup box alert users of messages.
2. Badge reporting and learning path reporting -- I'm still having troubles with this since the course statuses were reset. We can review in the meeting or I can send you information if needed.  Example: you gave me the number 1285 badges for end of June. I just ran a report and it is only giving me 1235 after filtering out users that don't apply.  We definitely have a higher number since June 30.
3. changing points -- we'll need to change our points for existing courses. this means I need to manually update user points. what is the easiest way to complete this task? Spreadsheet import a possibility? A script?
4. Timeline bar/progress bar in courses - This seemed to disappear and we need to see if we can bring it back. I mentioned to Eric, but he didn't get to it before his departure.
5. Learning path routing - we are having trouble understanding how to manage routing between courses within a learning path. How should this work without using the custom links at the end of the course?

Where can modals pop up? How?
What about where people breeze through, how do we get it back?

Little box on left hand side popup
Just a small button
What about appqueues?
What is the line for "too much"? <-- Dynamic data pulling and lots of logic flow
Is dan ready with the custom report
Skuid Progress Bar disappeared, needs to be completed by October
13 new courses in October

Directly from janel:
How can we dynamically associate learning paths or "next course" based in learning path. They don't want to create an individual course per group per learning path to have

## 10/11/2022

* Unsubscribe per message, not ALL messages
* "Click here if you want to unsubscribe from this..."

## 10/17/2022

* Check box in Northpass
* Marketing in Hubspot/Skuid
* Where in Contact Record is this hubspot/opt options?
* Jess said there are many - opt in dates, opt out booleans, etc
* The unsubscribe button should remove them from General Marketing emails
* Jess is worried that people who are already in Hubspot/Salesforce will check a box in Northpass and then they unsubscribe from _too much_.

_Active Checkboxes_
    * GDPR
    * Many many others

_Subscriptions_
    *Unsubscribe from all emails
    * Newsletter

Ideally, two or three fields will be setup to talk to Hubspot, each one is for various Hubspot subscription types. Jess will also check for anyone
 in Northpass and not in Hubspot.

* [Link for current unsubscribe preferences page](https://go.skuid.com/hs/manage-preferences/unsubscribe)
* [Another link to a marketing preferences page](https://drive.google.com/file/d/1AChlkayWB0K493d29Ut2w1MgXCJDYrGF/view?usp=sharing)

## 11/10/2022

### Sync with Alexa

* Contract is vague, does it say about hours
* Do they get these hours every year?
* Budget isn't based on hours, but it helps.
* They got the budget approved, but CFO left to a new job without signing it.
* "We think its going to be fine"
* New Budget should be approved by January. New CFO used to work for Skuid
* She wants to offer awards by points.
* They have a number of promotions such as a New Years Resolution (Complete Level 1!).
* Once they post it and submit it, they want to send $10 gift card.
* Where are submissions happening? The person puts in a tag on social media.
* Custom dashboard? She wants to create a new custom dashboard.
* Messaging and communication, broadcast message. She's having trouble communicating what she needs to communicate.
* Wants to upload a CSV to broadcast a message
  * I offered to take her CSV, upload it and create a temporary group for her to use
  * TBD on if that group should be deleted

_Appcues for Austin_ - Austin needs to check in.

## 11/22/2022

### Appcues, Analytics & Learning Paths, Hubspot Opt-out Button

* Alexa asked about Quizzes and Surveys in Northpass and who integrates well.
* Wants to survey people both in and out of Skuid Skool. Sometimes the link will be in and out of the LMS.
* They also want to quiz and have more question and answer types - hotspot, for instance. I also let her know about matching in dynamic quizzes.
* Last requirement: multiple scheduling feature. A doodle type feature _in_ the survey.
* Their live trainings are scheduled via a consulting firm. So they are balancing multiple people's calendars. The consultants calendars are in the survey. Learners taking the survey.

## 12/8/2022

### Analytics for 2023

Two important items: Course

Two different rewards: receive points or complete courses.
NYE will run from 1/1 to 3/31
Kaitlyn Groezinger - last october that this shouldn't have happened. Front end showing incomplete courses when courses were complete.

Second important item: Points Report
Especially on Enterprise.

Certifications:
Stripe Integration and Revenue Tools
They want a certification portal where they can "sell" certifications, similar to a web shop.

AppCues:
She wants to make sure no risk in setting up the appcues stuff.

Forums:
Would want it turned on for both Skuid and Skuad