norm/Gainsight
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases Wiki Activity

Left over notes to save

Browse Source
This commit is contained in:
Norm Rasmussen
2023-03-06 09:33:03 -05:00
parent 34cdcf15cd
commit 3e9d970f11
5 changed files with 66 additions and 23 deletions
Download Patch File Download Diff File Expand all files Collapse all files

52
CustomerNotes/Crayon.md
View File

@ -1,10 +1,10 @@
# Crayon
# Crayon
As of tonight
Crayon.co/Academy will no longer have a form
Crayon.co/Academy/Activator-Course - Form to course url
And then the same for architect
These should be course
These should be course
Lets remove groups later
Current experience is press enroll and then start
how to refresh and auto enroll
@ -33,22 +33,46 @@ Salesforce is their main CRM
- But wants this to be on the campaign level
How it is currently setup:
- Hubspot form on website, someone fills out the form
- Form fills associated with campaign in Salesforce
- In SFDC, he only gets when someone is registered for a course, no completed
- Campaign structure is based on course [name](2022-11-21_name.md)
- Form fills associated with campaign in Salesforce
- In SFDC, he only gets when someone is registered for a course, no completed
- Campaign structure is based on course [name](2022-11-21_name.md)
Registration page - embed a hubspot form?
Hubspot is just for marketing
## 10/26/2022
### Contract Convo with Conor
*Two major things they need from our end*:
* December 5 (Monday), new course release
* Tentatively, EOD on the 2nd (Friday), flip the switch to allow people to start the course. If people enter the course over the weekend, that's okay.
* When a new learner accesses the home page, there is the "waiting list" for accelerator course. The waiting list button needs to change to access the course overview page.
* Crayon.co/course pages which all have their own landing/enrollment form.
* Austin set it up so that that page brings them straight to the course overview page.
* The same flow needs to be done for the accelerator course.
* They are currently filming for the accelerator course
* Conor just needs to know right now what me or Austin or I will need to create that special link.
* Do we have Accelerator badges? Norm to look in S3 and confirm with Conor.
*December 5 (Monday), new course release
* Tentatively, EOD on the 2nd (Friday), flip the switch to allow people to start the course. If people enter the course over the weekend, that's okay.
* When a new learner accesses the home page, there is the "waiting list" for accelerator course. The waiting list button needs to change to access the course overview page.
* Crayon.co/course pages which all have their own landing/enrollment form.
* Austin set it up so that that page brings them straight to the course overview page.
* The same flow needs to be done for the accelerator course.
*They are currently filming for the accelerator course
* Conor just needs to know right now what me or Austin or I will need to create that special link.
* Do we have Accelerator badges? Norm to look in S3 and confirm with Conor.
## 03/03/2023
### Shannon, Customer Onboarding
Wants to use Northpass for customer onboarding. Async training is key. But each training might be unique per customer.
When a customer signs up, they identify the "power user" or POC. The academy would be just for the POC. Only 1-2 ppl per account.
Current 60 accounts in implementation. 60 day onboarding. Giving users only access for those 60 days.
Authentication is connected through zendesk.
After they have purchased, they can login through zendesk.
Content - is it all on Shannon? 2/3 ppl were IDs or Curriculum designers.
The manual lift is a concern.
Her main question is "what can we build?"
Learning Paths are important
Certifications
Is NP a one-size fits all? - No, we can customize per customer.
Segmentation would likely be based on their "play" - battle cards vs. boards.
Very few customers want to enable sales.