diff --git a/.DS_Store b/.DS_Store index a7853c83..36edb1a9 100644 Binary files a/.DS_Store and b/.DS_Store differ diff --git a/CustomerNotes.md b/CustomerNotes.md index 50df218f..8ae96c3e 100644 --- a/CustomerNotes.md +++ b/CustomerNotes.md @@ -24,9 +24,9 @@ What is required for launch? ## Todos -- [ ] Channel Cards should say 33% viewed not complete -- [ ] Add timing to activity titles (Melinda) -- [ ] Add timing to channel card (Northpass) +- [X] Channel Cards should say 33% viewed not complete +- [X] Add timing to activity titles (Melinda) +- [X] Add timing to channel card (Northpass) - [ ] Challenging Case Content, split into different courses - [ ] Dont share SCORM course Phaco Funds with Dr. Sam Garg - [ ] My Topics - changing to what? @@ -34,25 +34,43 @@ What is required for launch? - [ ] Learning Paths >> Programs - [ ] All other topics >> Modules - [ ] Remove Zero_course function/codeblock -- [ ] Add copy and all contents to footer -- [ ] Check on viva code for legal -- [ ] Grey scale certain pictures that are not availble to non-logged in users -- [ ] Add privacy links to reg page -- [ ] For non-logged in, Events and My Topics should not be availble +- [X] Add copy and all contents to footer +- [X] Check on viva code for legal +- [X] Grey scale certain pictures that are not availble to non-logged in users +- [X] Add privacy links to reg page +- [X] For non-logged in, Events and My Topics should not be availble - [X] Melinda to provide links to privacy policy, cookie, etc - [ ] Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty, - [ ] Ask Marek about newsletter communiciations and if we can segment by certain groups or people - [ ] See if we can expand the number of Properties - [ ] State, Region, City, are all needed Properties - [ ] If we need to back off on card content properties (course properties, such as time) -- [ ] +[ ] Programs > Bummer, you're not part of any programs +[ ] Other Topics > Yikes! You aren't accessing any any modules +Events should be figured out by your demo - ### Notes Customer base: residents, fellows, surgeons, optometrists, opthamologists Chapter Content Registrations will be a link that Melinda will manager +** 7/18/2022 ** +Role is what will decide what content they have more than region or location +Content is by role +Events is by State +It isn't even primary speciality +Once the error is fixed on the form, K will let M know to test +Events are tied to... course or group +But if we have a group per state, +Are we also creating groups around role, not primary speciality +When loading an event, event should select between both groupings - a Texas Opthamologist +She needs granuar control, she may not want to invite students or fellows +Or a residency event and not invite opthamlogists +Other one: +How do we differentiate from "all"? +For Americas, LatAm, Canada, and USA might have different courses +This is ONLY for the US # Crayon @@ -126,6 +144,16 @@ Molly should not have access to course Marketplace # DoubleVerify - google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False) +## Demo with Mark Protus +Integration with LI Learning +Wants to stay within LMS and consume LinkedIn Learning content +Build learning paths using linked in cirricula and them make them availble within Northpass +Utilize BBHR integration +COmpliance training would be via LinkedIn Learning and Traliant +Know4 bet + + + ## Meeting with Mark Protus, New SVP of L&D Questions about usability Do we have a common database or individual databases per customer? @@ -249,6 +277,29 @@ Meeting with Kayla at 3:00pm 6/28/2022 - [ ] - Connect KJ with Wild health for Analytics - [ ] - 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 +- [ ] Send documentation and endpoints (person created, person added to group) +- [ ] Will a user that gets activated count against their MAL? +- [ ] + # 4Pillars Code igniter information @@ -325,11 +376,11 @@ Educator - Teachers looking for PD requirements - Salesforce -## General Notes +## Genzeral Notes - currently hosting every module in survey gizmo and intercom - Need to break these down into activities -- Components == activities +- Components == activities:w - Calum wants the academy to be a living, adaptable thing - DEADLINES: End of July, all courses done, Mid-August, Launch - Ideally, august launch is full - they will still add courses, but the 9 modules must be completed before they can accept rides @@ -351,6 +402,44 @@ Educator - Teachers looking for PD requirements - Updated driver doesn't need to take new training - Permissioning doesn't change very often - If someone has dropped off the app for 6 months, they will have to redo the trianing +** 7/19/2022 ** +Colin +Which access rights/permissions within BambooHR to turn on the integration +- [ ] Separation of instances - chauffer and internal -S +- [ ] Northpass chauffers and northpass internal - +- [ ] +Calum is sick now, surgery - next week he will return +Design for both - start with basic design +Integration into app in Q4 - +SSO for chauffers +UUID - not through email since they have duplicates +Integrating with salesforce - what needs to be done in their salesforce to turn on integration +Colin is very familiar with SFDC +Timeline: SFDC Integration first, then migrate content into NP, go live in August to test for Chauffers +Timeline Internal: HR team wants to use it right away, GDPR as first training + +Just focus on content creation with Chris + +Turn on salesforce +watch it not work +have p set up webhook script for learner completed +pass uid in enrollment URL/invitation URL +chauffer clicks, enrolls, takes course, webhook goes back to SFDC + +Thoughts: +Turn on so enrollment object gets created +Once it exists in salesforce, with workato we can update xyz in enrollments object + +** Meeting with Chris from Learning Team ** +Any department has to go through initial training +Service Excellence team, + +Newbies from Manila are contractors and don't have BBHR access +These are your customer care team + +Berlin, LA, etc all have Blacklane Employees +ILT wont work because they have to do instructor led training within a course + # Quantuvos @@ -415,7 +504,20 @@ The rest comes from Experts - experts in certain fields (time management, podcas - [X] Check in on workflows in a few weeks - [X] Connect Kayla and KJ for Analytics sync +- [ ] Ask if we can do a Trial of Enterprise Workflows + Hard to make a call on the value 1. on the internal use, as it isn't totally needed and 2. see how they want to connect external systems. +- [ ] Send product subscription plan features +Three years ago renewed after going out into the market and tested other systems +"Folklore of SPS" + +What other shortcomings are Workflows a bandaid for? + * Analytics being a good example + * How does the shortcoming affect renewal? + * What can be done about enrollments? What is the trigger for SPS to enroll in new courses? + +Enterprise Workflow, where do they want to connect it to externally? + * # Agriwebb @@ -695,3 +797,23 @@ Share some examples Include Andres with any Paula conversation +## Content Call 7/18/2022 +- For today, how we need to think about how our sight looks and feels +- Suggestions and best practices +- Design should be full embed - the entire site into their app +- Then we will do micro-embeds, small portions in their site +Andres: in the beginning, have it right away +Division of labor between Northpass design and Hello designs +Andres works with us on wireframe + +Questions from Andres: + - Next meeting, map out content and user flow what tools do we use? Figma? Draw.io (I suggested figma) + - Trying to incentivize the users engagement in the learning center + - Ideally show "another person completed this course" - can we pull from a table of names? + - Mapping the content in the experience? Similar to Skuid Experience +- [ ] Send webSDKs, embed, webhook, and documentation + + +# AIIM +Workflows Demo + diff --git a/MCA.sql b/MCA.sql new file mode 100644 index 00000000..3ef6a696 --- /dev/null +++ b/MCA.sql @@ -0,0 +1,42 @@ +SELECT DISTINCT p.id +,p.full_name +,p.uuid +,p.email +,c.name AS course_name +,c.uuid as course_uuid +,e.created_at AS enrollment_time +,t.course_completed_at +,t.first_activity_completed_at +,t.last_activity_completed_at +,t.attempt_number +,t.progress +FROM people p +JOIN enrollments e +ON e.learner_id = p.id +JOIN courses c +ON c.id = e.course_id +JOIN schools s +ON s.id = p.school_id +LEFT JOIN (SELECT DISTINCT p.id AS person +,ca.completed_at AS course_completed_at +,min(com.created_at) AS first_activity_completed_at +,max(com.updated_at) AS last_activity_completed_at +,ca.created_at AS enrollment_time +,ca.attempt_number AS attempt_number +,ca.progress AS progress +FROM courses c +RIGHT JOIN course_attempts ca +ON ca.course_id = c.id +JOIN partnerships pa +ON pa.id = ca.partnership_id +JOIN schools s +ON s.id = c.school_id +JOIN people p +ON p.id = pa.person_id +JOIN completions com +ON com.course_attempt_id = ca.id +AND c.name ='PASS Basic - The Industry Standard' +GROUP BY 1,2,5,6,7) t +ON t.person = p.id +WHERE p.email = 'joelclaiborne@yahoo.com' +AND c.name ='PASS Basic - The Industry Standard'; diff --git a/NP_Custom_Templates/customer_templates/Omnisend/_footer.html.liquid b/NP_Custom_Templates/customer_templates/Omnisend/_footer.html.liquid index 459c50e5..a15d7149 100644 --- a/NP_Custom_Templates/customer_templates/Omnisend/_footer.html.liquid +++ b/NP_Custom_Templates/customer_templates/Omnisend/_footer.html.liquid @@ -5,7 +5,7 @@
- Your complete marketing automation platform. + The top-rated marketing automation platform for ecommerce.
@@ -75,7 +75,7 @@
  • - + Wix
    • diff --git a/SalesNotes.md b/SalesNotes.md new file mode 100644 index 00000000..ae46ffdc --- /dev/null +++ b/SalesNotes.md @@ -0,0 +1,50 @@ +# Duaabl, Formerly Handies + +## Norm's Notes: + + * Found us via Bolt academy + * Training taskers + * Testing every app similar to Bolt + * Still focusing on construction and home repair + * They need to start on something specific + * Behavioral training and issues + * Bad feedback like how someone is smoking while on the job + * No other tools to onboard + * Record of all jobs is in their app - how much they earned, what jobs they have done + * Holistics + * Two apps - one for user and one for tasker + * ASAP Timeline, just started to look at options + * One month to get it rolling, current tasker need to go through the courses + * Marketing is involved + * Currently just in Estonia, but want to enter new markets + * Sept/Oct expand + +## Drew's Notes: + +7/15/2022 Duuable (Formely Handies) Annika Orusalu +Found us via Bolt +Customer Support/Community Manager +New Onboarding process +Sort taskers who are ready to take jobs and during the process they train their users how to use their app & wants to do it in an easy way +She is testing every vendor to see how they did it, that how she found bolt +Currently onboarding process- still focused on construction & home care at the moment +Handies started from construction +Really easy steps on app how to onboarding but no training +Users do not know how to properly act when they arrive to a home +She wants to change the way they think so they can become more professional +Currently not using any tools, does not have any knowledge on technical things +Holistics +Using 2 apps that are working together +In the development process so customers can give feedback +Just started looking for options and need it quickly +Wants to finish it in 1 month and ready to go +Taskers who are using the app have to go through it as well +Wants to enter new markets as well in september/October +Is familiar with LinkedIn learning +Wants to know about analytics in terms of when someone finished a courses etc. +Just needs something really easy to onboard with the basics +Look through tutorial, behavior steps so they have it +In the future it will be used to training different topics +Wants to know pricing/ has no pricing expectations +Has to check with marketing and decide next steps +