Changed some scripts for Walmart screenshots and Cloning courses. Updated a bunch of Notes from Pipedrive, Copado, etc. Updated Cin7's templates.

This commit is contained in:
Norm Rasmussen
2024-04-30 17:39:45 -04:00
parent 3322549ca5
commit 8a00d21ff6
12 changed files with 227 additions and 292 deletions

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@ -7,7 +7,7 @@
{% for learning_path in learning_paths.available %}
{% for category in learning_path.categories %}
{% if core_categories contains category.name %}
{% unless unique_category contains category.name %}
{% unless unique_category contains category.name %}
{% include 'category_cards_core' counter: category_counter %}
{% assign unique_category = unique_category | append: category.name %}
{% assign category_counter = category_counter | plus: 1 %}
@ -15,7 +15,7 @@
{% assign category_counter = 0 %}
{% endif %}
{% endunless %}
{% endif %}
{% endif %}
{% endfor %}
{% endfor %}
</div>
@ -61,4 +61,4 @@
.category-carousel-core {
margin: 0 1rem;
}
</style>
</style>

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@ -2,6 +2,11 @@
<div class=" row">
{% for course in courses.in_catalog %}
{% if current_person.signed_in? %}
{% if omni and if core %}
{% if course.name contains 'Omni' or course.name contains 'Core' %}
<div class="col-xs-12 col-md-6 col-lg-4 np-stretch-content">
{% include "cards_course" with course %}
</div>
{% if omni %}
{% if course.name contains 'Omni' %}
<div class="col-xs-12 col-md-6 col-lg-4 np-stretch-content">

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@ -1,10 +1,13 @@
{% assign omni = false %}
{% assign core = false %}
{% assign multiprod = false %}
{% assign log_out = true %}
{% if current_person.signed_in? %}
{% assign log_out = false %}
{% for group in current_person.groups %}
{% if group.name contains 'Core' and if group.name contains 'Omni' %}
{% assign multiprod = true %}
{% if group.name contains 'Core' %}
{% assign core = true %}
{% elsif group.name contains 'Omni' %}
@ -24,6 +27,8 @@
{% elsif omni %}
<div class="hero-text lora">Welcome to Cin7 Omni Academy</div>
{% elsif log_out %}
<div class="hero-text lora">Welcome to Cin7 Academy</div>
{% elsif multiprod %}
<div class="hero-text lora">Welcome to Cin7 Academy</div>
{% else %}
<div class="hero-text lora">Welcome to Cin7 Academy</div>

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@ -51,3 +51,10 @@
</div>
</div>
</main>
<style>
.np-alert {
visibility: visible;
display: flex;
}
</style>

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@ -20,3 +20,22 @@
* Copado really needs a "restart". They need to be re-energized and reinvigorated. The "why".
* Bi-weekly meeting with the team.
* No one knows what's going on.
## 04-30-2024
Update from Charles:
* Opinium is an SFDC plugin
* They want to see what customers are certified, what tools are they leveraging, etc.
* Gainsight Dashboards will be key.
* Reporting is at the heart of all this --> decisions on what cert program to launch, etc.
* Ashley only mentioned the data transformation project after the sale closed - right before implementation.
* That's the key driver.
* Ashley got her stuff done, but other team members wouldn't show up for calls. Some turnover and lots of moving parts at the company.
* This explains Herminio's lack of response.
Main Goal:
* Discoverability
* Reporting
Design:
* End goal crazy designs, but that is least priority for now.

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@ -49,3 +49,28 @@ Potentially, Northpass analytics will be more accurate than their inhouse built
What Travis isn't seeing from the demo is a more emotional "here's how you're feeling, and here's how we can help."
It's very task-oriented, not person oriented. They need to inject some learning that is more oriented towards the dasher's anxiety and feelings about their first dash.
## 4/30/2024
New education module for dashers within packaging and parcels
Tips and Tricks
Impetus? Dashers are used to just a few items. With Parcels could be 5-10 packages and the Dasher will be in the car for 4-8 hours.
Different product features that aren't as intuitive and required extra coaching.
Wait lists to be on queue to get this "coveted" delivery type.
If something goes wrong with these deliveries, they are much higher risk. Losing a package is a big deal.
Successful delivery is a much bigger deal.
Coveted because payout is higher. Approx payout is on screen, could be in the 100s.
Beneficial for dashers who want to know what they are doing for the day - you're booked for 4 hours.
Influx of new dashers that don't have much context for DD in general.
Launch Dates? --> Yesterday!
The conversation is happening now because they outlined a new project for launching a ton of markets very soon. Not a lot of time to prep for the launches. They want to include all this content for each launch.
May 21st is the first market launch.
They will either launch with only new markets, or send a retroactive to existing markets.
Mostly Linda will be in the platform adding content. Iterative approach to content creation.
Asked about other gig companies that are using CE.

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@ -429,3 +429,44 @@ Notes:
* James still hasn't put us in contact with the procurement person. Said he doesn't know.
* Said that Ben's requests aren't "show stoppers" and "shouldn't affect the renewal" but that he would ask.
* Overall happy with how things are progressing.
## 04-30-2024
James Campbell
Can we close down our 2nd instance of Northpass? (password login)
Hello @Norm Rasmussen - I think it might make sense for us to shut down the 2nd instance of the learn.pipedrive.com site that requires the username and password.
A: There seem to still be issues with people logging in and viewing content on this instance.
B: We don't have a flawless process that duplicates all elements from once instance to the other.
C: We only had 1,899 registrants in the last 12 months.
I'm not sure if the low registrant count is due to these issues we're seeing come and go for logging into the https://user-learn.pipedrive.com/ instance. But all I know is the user-base is so much smaller than our initial instance:
* https://learn.pipedrive.com/
* 20408 registrants in 12 months
* https://user-learn.pipedrive.com/
* 1899 registrants in 12 months
My last point is the same I made awhile ago - that we need to be able to actually share the URLs to pieces of content, and have that URL work for all users. Right now all we're sharing is URLs from https://learn.pipedrive.com/ and ergo I don't think these URLs work at all for anyone who is accessing via https://user-learn.pipedrive.com/
So to avoid further confusion and trouble - perhaps it's best that we just shut down the 2nd instance: https://user-learn.pipedrive.com/ @Mark Geller ,or @genetschneider - not sure if you want to weigh in here. But those are my immediate thoughts
Genet Schneider
From the maintenance and clarity point of view, we support sunsetting the 2nd instance of Northpass.
James Campbell
@Norm Rasmussen let's do it
Norm Rasmussen
ASAP? We need to check over all your templates to see if and how the two schools interact so that nothing breaks on the school that we're leaving up.
James Campbell
Let us know if action is needed on our end for that @Norm Rasmussen
I don't know what our options really are to try and "copy" users from the "user-learn" instance to the "learn" instance, but if we could make the transition as seamless as possible that'd be awesome. I'm guessing since it's SSO we at Pipedrive would need the full list of users, see who is currently signed up for Pipedrive out of those users, and then somehow create new accounts in the "learn" instance for them. Then we email anyone else just explaining they'll need a PD account to sign up?
In a PERFECT world - Gainsight/Northpass would have multi authentication ready by now and we could make it a lot easier, but let me know when you can
Norm Rasmussen
Hi @james_campbell - We're going through all your templates to ensure everything continues to work as expected. The biggest changes are going to be the various "register" or "login" buttons. Since we don't need to have the user's flow between two instances, the pop-up widget (see screenshot) will be removed and all login/register buttons will direct people to your SSO login page. From there, they can choose to sign up on their own to get access to the remaining academy.
You have many of these buttons across the academy so we just need to be 100% complete we uncover all of them so that there is no downtime for the academy.
pipedrive-login-widget.png
Norm Rasmussen
As for the users, what you've described is the easiest way. From the People Tab CSV you can filter every who is currently activated so that you're at least adding learners who have fully activated their account and are more likely to see higher engagement.

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@ -0,0 +1,25 @@
"Evaluate: Implementation Training 1 - Configuration and Setting","b2f38d8e-9262-4b30-8674-3c1e6a79bf54"
"Evaluate: Implementation Training 2 - Establish and Launch Evaluations","aa7d84cb-d2c6-475a-961e-19233ed01b40"
"Evaluate: Implementation Training 3 - User Experience","45e3aeba-3923-46f7-853a-a9317692339a"
"Evaluate: Implementation Training 4 - Reporting","55841904-8c6a-4676-a43f-b5cdd360973e"
"Evaluate: New Feature Releases","c19a3ced-d66b-4524-bc96-7a7aa7443151"
"Evaluate: The Mailing Center","6d20dd98-99d1-4659-83d8-2354e096b90e"
"Evaluate: New Faculty Training","7edfe3cf-db22-4476-9791-8fe066680733"
"Evaluate: Site Administrator Transition","8f743b2c-d32e-462a-8a55-0c4e7bcf24f4"
"Evaluate: The Student Experience","27a3dd65-409e-4983-a2de-4269d3b490e3"
"Raise: System Administration - Customizing Entities, Fields, and Relationships Training Manual","b8ce96a5-f895-4d5f-ad50-4e92912998c4"
"Raise: System Administration - Data Import and Export Training Manual","ddf88f38-2956-444e-a68b-62f8df0627d9"
"Raise: System Administration -DocumentsCorePack Installation and Configuration","ef457ac9-3bf7-415f-87cd-edf86adef14d"
"Raise: System Administration - Duplication Detection and Merging Records Training Manual","f9856c21-0b45-4b4d-b7f5-73b9477394f0"
"Reach: 2.2 Release Notes - Winter 2021","7010bfb3-121e-4c8a-b988-03f24c684068"
"Reach: 2.3 Release Notes - Spring 2021","7304dbb8-481b-4c1f-bb0e-779417d4ea23"
"Reach: 3.0 Release Notes - Summer 2021","bbd5bb1f-b3bf-45a2-a047-c4ee93af18f8"
"Reach: 3.1 Release Notes - Fall 2021","73a4386a-6783-4425-9d80-f1da41da83fc"
"Reach: 3.2 Release Notes - Winter 2022","66e4c297-2645-4e2f-94cb-92faaa5e74b4"
"Reach: 3.3 Ask A Product Manager - Spring 2022","7fdc8e90-7e0c-4f63-afeb-72c26df1d528"
"Reach: 3.4 Release Notes - Summer 2022","5913d308-8ebc-41ef-aeab-3e0c7e6c07bf"
"Reach: 3.5 Release Notes - Fall 2022","17be26aa-0c84-4a4e-9fa1-33110843b5d4"
"Reach: 3.6 Release Notes - Winter 2023","15af1c44-b4b3-49db-af6f-9b5960e4bf9e"
"Reach: 4.0 Release Notes - Spring 2023","9bedb4d9-f8fd-4617-abbb-8c85db7c070f"
"Student: Configuring Area of Study","76f4497b-e288-4413-9345-49a6df163363"
"Student: Configuring Transfer Credit Statuses","aa39386f-140e-4268-951e-716faa1a7ebd"
1 Evaluate: Implementation Training 1 - Configuration and Setting b2f38d8e-9262-4b30-8674-3c1e6a79bf54
2 Evaluate: Implementation Training 2 - Establish and Launch Evaluations aa7d84cb-d2c6-475a-961e-19233ed01b40
3 Evaluate: Implementation Training 3 - User Experience 45e3aeba-3923-46f7-853a-a9317692339a
4 Evaluate: Implementation Training 4 - Reporting 55841904-8c6a-4676-a43f-b5cdd360973e
5 Evaluate: New Feature Releases c19a3ced-d66b-4524-bc96-7a7aa7443151
6 Evaluate: The Mailing Center 6d20dd98-99d1-4659-83d8-2354e096b90e
7 Evaluate: New Faculty Training 7edfe3cf-db22-4476-9791-8fe066680733
8 Evaluate: Site Administrator Transition 8f743b2c-d32e-462a-8a55-0c4e7bcf24f4
9 Evaluate: The Student Experience 27a3dd65-409e-4983-a2de-4269d3b490e3
10 Raise: System Administration - Customizing Entities, Fields, and Relationships Training Manual b8ce96a5-f895-4d5f-ad50-4e92912998c4
11 Raise: System Administration - Data Import and Export Training Manual ddf88f38-2956-444e-a68b-62f8df0627d9
12 Raise: System Administration -DocumentsCorePack Installation and Configuration ef457ac9-3bf7-415f-87cd-edf86adef14d
13 Raise: System Administration - Duplication Detection and Merging Records Training Manual f9856c21-0b45-4b4d-b7f5-73b9477394f0
14 Reach: 2.2 Release Notes - Winter 2021 7010bfb3-121e-4c8a-b988-03f24c684068
15 Reach: 2.3 Release Notes - Spring 2021 7304dbb8-481b-4c1f-bb0e-779417d4ea23
16 Reach: 3.0 Release Notes - Summer 2021 bbd5bb1f-b3bf-45a2-a047-c4ee93af18f8
17 Reach: 3.1 Release Notes - Fall 2021 73a4386a-6783-4425-9d80-f1da41da83fc
18 Reach: 3.2 Release Notes - Winter 2022 66e4c297-2645-4e2f-94cb-92faaa5e74b4
19 Reach: 3.3 Ask A Product Manager - Spring 2022 7fdc8e90-7e0c-4f63-afeb-72c26df1d528
20 Reach: 3.4 Release Notes - Summer 2022 5913d308-8ebc-41ef-aeab-3e0c7e6c07bf
21 Reach: 3.5 Release Notes - Fall 2022 17be26aa-0c84-4a4e-9fa1-33110843b5d4
22 Reach: 3.6 Release Notes - Winter 2023 15af1c44-b4b3-49db-af6f-9b5960e4bf9e
23 Reach: 4.0 Release Notes - Spring 2023 9bedb4d9-f8fd-4617-abbb-8c85db7c070f
24 Student: Configuring Area of Study 76f4497b-e288-4413-9345-49a6df163363
25 Student: Configuring Transfer Credit Statuses aa39386f-140e-4268-951e-716faa1a7ebd

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@ -17,6 +17,7 @@ webhook_payload:
provider_id: 2123231234,
learner_role: Agency Billing,
learner_state: Ohio,
evv-selection: aw;jakkd'l,
oh_group_name: EVV,
ca_group_name: None,
cal_evv_id: None,

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@ -8,8 +8,7 @@ const apiKey = "6hUfJdAartHTHhHc0WIRZYPWe"
// Luminate Production ^
const uid = "/\?uid\=7beg87y4-fh24-4929-3rt5-24kdn87s5241";
const groupIds = [
'6cd835d9-ce6e-4ba2-a5b8-8b993d818acf',
'807048f0-89a0-41e6-a52b-f8d28ad30195'
'fbadcf2b-db4a-4342-b1a7-15fc357e6443',
]
const getAllGroups = async (num) => {

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@ -8,293 +8,90 @@ const rl =
})
var userEmail= 'nrasmussen@northpass.com';
var userPassword= 'ecx5pmy!MAN2vgh2knc';
var otp = '215972';
var schoolUUID = '5692537e-4921-40e8-9c8d-1218b0ffa2da'
var otp = '';
var schoolUUID = '52d19519-103f-45e3-9fa8-d21baa0f8aaa'
var courseUUIDs = [
'dd8547a8-b3fd-402c-845b-8ced68de7d90',
'a79b23c6-9287-40cb-9f18-73ced757a145',
'19f228d8-707b-4899-a612-f779e0582ca3',
'b91e68f2-b493-4a80-b8fb-0f08471145e4',
'3a46d179-e833-411d-9fc9-65f99193e74e',
'a0d1f033-20da-4e1c-ba46-dad71b4420af',
'98fdcc99-985c-4deb-8a2a-074f80027ef6',
'a2d18a42-a961-45ae-b75d-5e9011a0458e',
'efdd20d5-0f7c-4cf2-9922-c207021ac902',
'6c4ed66c-d240-49ab-963b-c7096854eca4',
'd885aaa3-d845-4116-b2cd-6ce4c03ffc7b',
'429c8a3e-e4b7-4557-9969-862d7e2261e6',
'a754a767-56c0-4a99-98f2-8e9594312bbd',
'9d23662c-4855-4b19-892c-f101ef2ab39c',
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var schoolNameToCloneTo = "Cin7 Partner's Academy";
var schoolNameToCloneTo = "Anthology U";
function wait(ms) {
return new Promise(r => setTimeout(r, ms));

View File

@ -208,6 +208,8 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th
- [X] Swift Medical
- [X] TripleSeat
- [X] Artera (WellHealth)
- [-] Pipedrive
- [ ] Copado
- [ ] Terminus
- [X] G2 - Get group booking link for me and Nergis
@ -226,7 +228,7 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th
## 04-22-2024
- [ ] DataSnipper - Internal academy small changes
- [X] DataSnipper - Internal academy small changes
- [ ] DataSnipper - External CSQL for design changes.
- [X] Papa - Header text on homepage.
- [X] DV - Submit CSQL for custom salesforce integration
@ -262,4 +264,13 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th
- [ ] G2 - Banner from another custom page --> is this possible?
- [ ] Cin7 - Partners in Customer Academy; all partners should see _all_ product courses, regardless if they are Omni or Core. Logic - if omni and core group, or if in partner group, show all courses. Then, if omni, or if core, show just those courses.
- [ ] Copado - Send meeting invite for Friday at 10:30 am.
- [X] Copado - Send meeting invite for Friday at 10:30 am.
- [ ] Copado - Get Sales decks from Charles
- [ ] DoubleVerify - Remove French and Russian languages from Header language picker on 5/10.
## 04-30-2024
- [ ] DoorDash - how are they sending out notifications for new training? Ask Travis.
- [ ] Cin7 - Email Courtney with these questions re: Academy Changes
- [ ] Homepage carousel: Core shows LPs & Deep Dives, Omni just shows category carousel. What should multi-prod show? (Omni/Core Courses are separated at the carousel level, we cannot show both types of courses in a single carousel)