diff --git a/CustomerNotes/Flink/Flink.md b/CustomerNotes/Flink/Flink.md
index 5bc8c21b..41f42be0 100644
--- a/CustomerNotes/Flink/Flink.md
+++ b/CustomerNotes/Flink/Flink.md
@@ -16,7 +16,8 @@
* Last Activity
* Last Activity Date
-## Weekly Meetings with Camila and Soner
+## 07/07/2022
+
Align on points of contact
Concerns? They are the main contact for all back end structure and content
Some teams - Simon's team for example - are country managers, such as Netherlands
@@ -88,73 +89,9 @@ Context, they want to have everything setup in Northpass by Q4 because they are
Single Course Analysis - because they wanted a dashboard
Course Completion - because they wanted to see who completed it
* Course completion NO should show up regardless of attempt start
- *
-## 9/22/22
-* Banner Width smaller
-* Mobile view search bar becomes too short - Phone view
-* Chevron Carousel is okay for many courses
-* Embed our Workforce Contact
- * If you click contact, it will send them to a website hosted by Flink
-* Soner to send brand guidelines & which buttons should be removed from collapsible menu
-* Questions about Preview as Manager vs Learner
-* Allow them to update FAQ on their own
-* collapsible menu not showing in mobile
+## 07/26/2022
-## Tasks
-
-- [X] Need to Hide some courses for an offline assesment
-- [-] In person assesment, so score must be hidden - pending not resolved
-- [-] contact SE for hiding score - 7 quizzes across 7 different courses
-- [X] Turn on search bar for them
-- [X] Demo Workflows
-- [X] Quiz as Survey functionality and best practices
-- [X] Milestones?
-- [X] Intro to Marek for Communications Beta
-- [X] Map out workflow for duplicate or changing email addresses
-- [X] Intro to Clementine and Simon
-- [X] Intro to KJ for Analytics changes?
-- [-] ILTs are the most important from Netherlands meeting
-- [ ] Map their categories presentation to Northpass best practices
-- [ ] Move course to Sandbox for testing - test many courses in carousel
- - [ ] TESTING / Rider Onboarding - DE (ENG)
- - [ ] And then 5-6 others at random
-- [ ] Change Collapsible Menu
- - [ ] Course Scripts
- - [ ] Articles > Help Center
- - [ ] Move Contact to the bottom: Contact, Profile Settings, Sign out
- - [ ] Rider App
-- [ ] Add Language Buttons such as in Canva (top right)
-
-
-## Topics for when Cami and I are out
-* Reporting
- * They are combining course a, b, and c into a new course A -OPPOSITE
- * If course a is complete, then new courses a, b, and c need to be completed
- * So everyone who has already completed those courses needs to be marked as complete in course A
- * How can we mark someone as complete?
- * People should be enrolled in the new course
-* Courses
- * number of enrollments
- * Ask soner
-* Needs info on events
-* Upcoming on the global level
-
-
-### Notes
-
-New app launch during July, workforce support
-These support apps will have links to Northpass
-Customizable HTML web page
-With learning paths courses are more sustainable
-LP good for grouping certain content
-How about setting up a certain groups
-They are rethinking groups and need to transition their group hierarchy
-Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
-Figma file questions
-They need more training and enablement They will follow up for Figma files and setting those up for design
-
-### Meeting with Simon & Timo
Training and Content Team for Netherlands, Switzerland, Austria
2nd biggest market with 65 hubspot. German is the biggest with 100+.
Distribution/Hub manager for Netherlands
@@ -186,3 +123,82 @@ Other Hot topics in the Netherlands:
- Don't like that you need multiple courses per language.
- Quizzes: needing multiple quiz for every language.
+## 08/11/2022
+
+* Reporting
+ * They are combining course a, b, and c into a new course A -OPPOSITE
+ * If course a is complete, then new courses a, b, and c need to be completed
+ * So everyone who has already completed those courses needs to be marked as complete in course A
+ * How can we mark someone as complete?
+ * People should be enrolled in the new course
+* Courses
+ * number of enrollments
+ * Ask soner
+* Needs info on events
+* Upcoming on the global level
+
+## 9/22/22
+* Banner Width smaller
+* Mobile view search bar becomes too short - Phone view
+* Chevron Carousel is okay for many courses
+* Embed our Workforce Contact
+ * If you click contact, it will send them to a website hosted by Flink
+* Soner to send brand guidelines & which buttons should be removed from collapsible menu
+* Questions about Preview as Manager vs Learner
+* Allow them to update FAQ on their own
+* collapsible menu not showing in mobile
+
+## 10/06/2022
+* Cami and Soner to pull their own analytics
+* Unsure what those key metrics are
+* However, they currently look at:
+ * Completion % of courses
+ * Number of completed courses
+* Planning needs to happen about what those analytics are
+* Main priorities, cateogries, ensure the front end is "Flinky",
+* Reduce banner slightly, Cami to send a picture of what she wants
+* They want to launch ASAP, but need to find a window that works best
+* Wednesdays are generally slow and could be a good transfer day
+* Wednesday 10/19 - tentative
+
+## Tasks
+
+- [X] Need to Hide some courses for an offline assesment
+- [-] In person assesment, so score must be hidden - pending not resolved
+- [-] contact SE for hiding score - 7 quizzes across 7 different courses
+- [X] Turn on search bar for them
+- [X] Demo Workflows
+- [X] Quiz as Survey functionality and best practices
+- [X] Milestones?
+- [X] Intro to Marek for Communications Beta
+- [X] Map out workflow for duplicate or changing email addresses
+- [X] Intro to Clementine and Simon
+- [X] Intro to KJ for Analytics changes?
+- [X] ILTs are the most important from Netherlands meeting
+- [X] Map their categories presentation to Northpass best practices
+- [X] Move course to Sandbox for testing - test many courses in carousel
+ - [X] TESTING / Rider Onboarding - DE (ENG)
+ - [X] And then 5-6 others at random
+- [X] Change Collapsible Menu
+ - [X] Course Scripts
+ - [X] Articles > Help Center
+ - [X] Move Contact to the bottom: Contact, Profile Settings, Sign out
+ - [X] Rider App
+- [X] Add Language Buttons such as in Canva (top right)
+
+
+
+
+### Notes
+
+New app launch during July, workforce support
+These support apps will have links to Northpass
+Customizable HTML web page
+With learning paths courses are more sustainable
+LP good for grouping certain content
+How about setting up a certain groups
+They are rethinking groups and need to transition their group hierarchy
+Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
+Figma file questions
+They need more training and enablement They will follow up for Figma files and setting those up for design
+
diff --git a/CustomerNotes/G2/G2.md b/CustomerNotes/G2/G2.md
index a6e264ad..847a6a25 100644
--- a/CustomerNotes/G2/G2.md
+++ b/CustomerNotes/G2/G2.md
@@ -1,6 +1,8 @@
# G2
-## Kick off Call
+!*!
+## 8/12/2022
+### Kick off Call!
* How can I be helpful for the first week?
* Launched by September 14th
* Full launch
@@ -24,19 +26,22 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* Salesforce integration
* Launch with 9 courses
-* [ ] Back to my courses should go to dashboard on all courses
-* [ ] Header: Remove completey, everything should move up
-* [ ] LX: change header to grey
-* [ ] Remove header in Templates
-* [ ] Remove events from Homepage
-* [ ] Remove two buttons on homepage
-* [ ] Marketo - workflows? What data into marketo that can come from salesforce?
+* [X] Back to my courses should go to dashboard on all courses
+* [X] Header: Remove completey, everything should move up
+* [X] LX: change header to grey
+* [X] Remove header in Templates
+* [X] Remove events from Homepage
+* [X] Remove two buttons on homepage
+* [X] Marketo - workflows? What data into marketo that can come from salesforce?
* [ ] Update ILT Reg Page
* [X] Register Button Copy > Learn More
* [ ] https://TBD.TBD.com
* [X] Remove Learning Paths from Templates (Homepage + Subnav)
-
-## Meeting with Meesha & Sara re: Workato
+!@#
+
+!*!
+## 09/02/2022
+### Meeting with Meesha & Sara re: Workato
* Meesha's Goal - best way to implement Northpass?
* Best Practices - What's going to work for them?
* Ideal usage of Data?
@@ -45,10 +50,12 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* Katlin also wants to trigger an email for someone that starts a course but doesn't complete
* Lofty goals? Not yet, most will be on the marketo side
* Setup customer MQL
+!@#
+!*!
## 10/03/2022
* Make lessons on cards clickable - should enter course overview page.
-* CTA button on overview page - back to courses?
+* [ ] CTA button on overview page - back to courses?
* On homepage too: add sub navigation - home, dashboard, catalog
* Keep subnav on /app/dashboard and add it to home page.
* Chat icon in G2 was overlapping with the continue buttons
@@ -65,4 +72,24 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* Erin to take over content & overall admin responsbilities
* Certifications Launch in Q2 of 2023, maybe end of Q2 (April)
* First Certifications Discussion Mid December to plant seed
-*
+!@#
+
+!*!
+## 10/02/2022
+* Wants to hear best practices on:
+ * AppCues Cadence
+ * Best time to share courses in product
+ * Using courses for onboarding (Reference Kadince?)
+* Erin slowly transitioning to full admin
+* Creating quizzes from two courses. Testing it out.
+* Wants to add video activities
+* Asked Sales/AE to test out the academy
+* Asking for trends and questions that can turn into courses
+* Erin attended Airmeet Webinar
+* Liked how Pete talked about asking people to engage - print certs etc
+* Question from Erin: can we do badging and sharing it on linked in?
+* Question to Katlin: Can badges and certs be done over multiple courses? Or just a single one?
+ * I recommended Accredible for multiple course certs. Badges are great for coures. Certs are great for a series of badges.
+* They would like to cert people on subjects. "Customer Marketing Certified", but they don't need to be buyer intent certified.
+* Certs would allow them to become more indepth. G2 is more than just a review site.
+!@#
diff --git a/CustomerNotes/Humly/Humly.md b/CustomerNotes/Humly/Humly.md
index 4281d490..ee78b9e1 100644
--- a/CustomerNotes/Humly/Humly.md
+++ b/CustomerNotes/Humly/Humly.md
@@ -1,6 +1,6 @@
# Humly
-## 6/21/22
+## 6/21/2022
### Technical People
@@ -18,8 +18,7 @@ We want to learn more about where the logic to decide which user that gets which
- Mapping group creation from Humly
-
We plan to use your token or signature-based authentication and might have some questions about it, not sure yet.
- - [ ] Send token based authentication PDFs
- - [ ]
+ - [X] Send token based authentication PDFs
General best practices on how to use the development resources and work with the technical aspects with Northpass. Any risks that we should avoid when designing the technical solution?
- Be specific
We plan to just link to Northpass and open it in a separate browser to start with - but how would it work if we want to include the courses and pieces of training in our app experience in the future? Do you have frontend components for the courses we can use or do we need to write everything ourselves?
@@ -30,12 +29,55 @@ We plan to just link to Northpass and open it in a separate browser to start wit
Status is they are mapping out and deciding what Northpass involvment should be
-## Tasks
-- [X] Tom and Bartos:z will start working on this
+
+## 10/05/2022
+* Candidate should go into app and complete training and courses in NP
+* How to setup rules? Where?
+* Linda understood this was done in Hubspot
+* We need to figure out where all the data is that decide their final destination/course
+* Hubspot is a mirror of Humly backend
+* Hubspot workflows are important
+* Hubspot brings power to the Talent Success team
+* Linda's concern is if it is built in the back office, it will take up too much time
+* Example:
+ * New applicant in back office
+ * They would be created in Hubspot
+ * THey want to offer one introduction training depending on region
+ * Hampshire vs Milton-?
+ * Hubspot will have all the correct attributes
+* Process - onboarding & then other processes and flows
+* Not fully understanding emails and enrollments with Hubspot workflows
+* There is a concern of misunderstanding
+* P asking about the variables that play into what courses should be administered
+* Region is one. They may want to send courses to people who haven't or have worked etc.
+* Turn off Hubspot integration!!
+* They want Humly to be the SST and data should go to Northpass > Humly > Hubspot
+* Webhooks are the best way to catch information in Humly
+* API will be more for group or person information.
+* Kristoffer said something about messy user experience
+* Was something miscommunicated in sales? Linda not understanding segmentation vs enrollment vs communications
+* Kristoffer's example was can Mika create a group based on x number of deviations within Hubspot/Humly
+* But why would we create the group first in Northpass? There's not logic in Northpass group creation
+* Patrycja gave example of using JS to run script to look for information in Humly app.
+* Linda suggesting that Northpass needs to know "know everything"?
+* Oskar asking - could we tell Hubspot to tell Northpass which users are part of a group?
+* Oskar rightly saying that Hubspot integration is just a link provider, it just allows for prettier emails
+* To summarize, they need to rethink about their data flow
+* Miro for workflow diagram for user and data.
+
+## 10/06/2022
+* Course Title should be bigger in LX
+* Okay to change across all courses
+* Title font size 30
+* Flow: Intro course > Interview > 5-6 Courses (all in the app) > Offer to be a Teeacher
+* Those 5-6 courses _should_ be done in order, but its not necessary
+* A few quizzes across the 5-6 courses
# Feature Requests
|**Request**|**Date** | **Product/PM** |
|---------|------|------------|
|Learning path organization | 9/8/22 | Marta |
+|Enroll people in courses from Hubspot. Not just communicate | 10/5/22 | Partners Team |
+| Title of Course should be RTE | 10/6/2022 | LX Team |
+
|--|--|--|
-If a learning team could set up the logic in Northpass
diff --git a/CustomerNotes/JJSV/JJSV.md b/CustomerNotes/JJSV/JJSV.md
index 18b19ea0..4296fd8c 100644
--- a/CustomerNotes/JJSV/JJSV.md
+++ b/CustomerNotes/JJSV/JJSV.md
@@ -78,10 +78,24 @@ For Americas, LatAm, Canada, and USA might have different courses
This is ONLY for the US
## 10/03/2022
-* [ ] CREATE a storyboard PPT of the UX of the academy
+* [-] CREATE a storyboard PPT of the UX of the academy
* [ ] Remove all links along the top of the footer
* [ ] Cookie/Legal should link to Northpass' Policy
* [ ] Contact Us should be un-clickable
* [ ] Add how to edit properties and links in the Documentation
* [ ] Backspace Professional Events
* [ ] Product Inforation should be: "Learn about Johson & Johnson's Technology Offerings"
+
+## 10/10/2022
+* [ ] Footer - make red text NOT red
+* [ ] Grey Footer, change 2021 to 2022
+* [ ] Have Kaitlyn rearrange the tiles on the main page
+ * [ ] Currently: Events, Explore, Product, My Topics
+ * [ ] Proposed: Events, My Topics, Product, Explore
+* Tigue asked some questions.
+ * During the registration process, can Company Practice Name have a suggestion that pulls from Google Search?
+ * No, well maybe. Google is too expansive. We need a refined data set. She pinged Tigue, who may reach out
+ * Talk and brainstorm about possiblities to refine the data that the search pulls from
+* New Site launched One Vision. Pro site. It says "Interact" at the top of the dashboard. Onevision.prointeract.com.
+* Melinda called it a "show pad". https://www.prointeract.com/#mousescroll
+* Internal training site? CMS? Hard to tell. But it has a folder for sales training. It looks just like a list of files and resources.
diff --git a/CustomerNotes/Nana/Nana.md b/CustomerNotes/Nana/Nana.md
new file mode 100644
index 00000000..3cb53546
--- /dev/null
+++ b/CustomerNotes/Nana/Nana.md
@@ -0,0 +1,13 @@
+# Meetings
+
+
+## 10/04/2022
+* Clone Courses from Nana Fountain Academy into Nana Academy
+ * Nana Support Resources
+ * Expectations for using Nana
+ * Using Nana on Tutorials and Walkthroughs
+* Setting up onboarding flow. Aaron's question is:
+ * If he sets up a group with 4 courses, can Fountain provision the group?
+* Copy over styling from Nana to Nana Fountain
+* Change Font too. Make sure everything matches
+*
diff --git a/CustomerNotes/PDF_Butler/PDF_Butler.md b/CustomerNotes/PDF_Butler/PDF_Butler.md
index f21c8a13..35a0e5e3 100644
--- a/CustomerNotes/PDF_Butler/PDF_Butler.md
+++ b/CustomerNotes/PDF_Butler/PDF_Butler.md
@@ -31,3 +31,10 @@
* He will have an internal workshop to find what content and articles he will need in platform
* [ ] Set up trial PDF Butler
*
+
+## 10/7/2022
+* Is it truly unlimited users?
+* Can they enable salesforce integration during trial? Yes
+* How to ensure that the images fit in the course boxes? Make sure the ratio and size is correct.
+* He also wanted to know about the best way to use videos - embed? media library? etc.
+* That's it! It sounds like we are the winner so far.
diff --git a/CustomerNotes/Papa/Papa.md b/CustomerNotes/Papa/Papa.md
index 38f26559..21f91933 100644
--- a/CustomerNotes/Papa/Papa.md
+++ b/CustomerNotes/Papa/Papa.md
@@ -68,3 +68,17 @@ Okta SSO - Ted, Security Team
9. Kaitlyn then deleted both of his accounts in Northpass
10. And then Ted was instructed to log back in.
11. And that worked!! He has the proper email and SSO UID!
+
+## 10/10/2022
+* Lots of chat about structuring the content
+* They are okay with my proposed changes of a single group with a single set of courses for onboarding
+* But say things change from week to week and need to be updated
+* We may have to pull all analytics as as CSV and then delete the course if they continue down this path
+* QuiZ Leader Board - show ALL learners within a group. This is in Single Quiz Results. All people within a single dashboard.
+* Closing thoughts by Lizzy: for the coming weeks, the courses will have to remain the same
+ * However, eventually, they should solidify some courses and move towards asynchronous onboarding
+ * Perhaps hold to this training for x months, and then try out a new method
+ * In the new year?
+ * Lizzy wants to talk to leadership and ask them some questions
+* We need to follow up on Tedd and get on SSO stuff.
+* He isn't responding to Lizzy either.
diff --git a/CustomerNotes/SPSCommerce/SPSCommerce.md b/CustomerNotes/SPSCommerce/SPSCommerce.md
index c8230efe..50bd4ee2 100644
--- a/CustomerNotes/SPSCommerce/SPSCommerce.md
+++ b/CustomerNotes/SPSCommerce/SPSCommerce.md
@@ -17,3 +17,5 @@ What other shortcomings are Workflows a bandaid for?
Enterprise Workflow, where do they want to connect it to externally?
*
+
+Include in analytics meeting: Kathleen Olson: kmolson@spscommerce.com
diff --git a/CustomerNotes/Talkspace/Talkspace.md b/CustomerNotes/Talkspace/Talkspace.md
index 60e6a764..8b5d53c9 100644
--- a/CustomerNotes/Talkspace/Talkspace.md
+++ b/CustomerNotes/Talkspace/Talkspace.md
@@ -1,5 +1,6 @@
# Talkspace
+## 06/28/2022
Talkspace Call - 6/28/22
Training Call for Madison & Marlene
Invite Ummey
@@ -69,10 +70,11 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
- Molly told steve he's worked with a lot of homegrown LMS that were a pain to use
## 9/21/2022
+* Overall, things are going well!
+* Ensure the button color change gets changed
+*
-
-
-## Meeting with OpenSesame re: SCORM files
+## Mezaeting with OpenSesame re: SCORM files
* Possibly missed events!
* Opensesame only sends complete/incomplete - values could be 0 or 1, or whatever the cmi.core.value are
* Communicated via API
diff --git a/NP_Custom_Templates/customer_templates/Omnisend/auth_url_email.html.liquid b/NP_Custom_Templates/customer_templates/Omnisend/auth_url_email.html.liquid
index adf983f8..6ef621f5 100644
--- a/NP_Custom_Templates/customer_templates/Omnisend/auth_url_email.html.liquid
+++ b/NP_Custom_Templates/customer_templates/Omnisend/auth_url_email.html.liquid
@@ -1,15 +1,4 @@
-
+{% comment %}{% form_authenticity_token %}{% endcomment %}