From 8a00d21ff65edf795614657a139062657490bbf5 Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Tue, 30 Apr 2024 17:39:45 -0400 Subject: [PATCH] Changed some scripts for Walmart screenshots and Cloning courses. Updated a bunch of Notes from Pipedrive, Copado, etc. Updated Cin7's templates. --- .../_category_carousel_core.html.liquid | 6 +- .../_courses_catalog.html.liquid | 5 + .../Cin7 Customers/homepage.html.liquid | 5 + .../Cin7 Customers/login.html.liquid | 7 + CustomerNotes/Copado/Copado.md | 19 + CustomerNotes/Doordash/Doordash.md | 25 ++ CustomerNotes/Pipedrive/Pipedrive.md | 41 ++ Scripts/API_Tests/antho_tmp.csv | 25 ++ Scripts/API_Tests/workatotest.py | 1 + Scripts/Walmart/single_resource.js | 3 +- Scripts/clone_courses.js | 367 ++++-------------- Todos.md | 15 +- 12 files changed, 227 insertions(+), 292 deletions(-) create mode 100644 Scripts/API_Tests/antho_tmp.csv diff --git a/Custom_Templates/customer_templates/Cin7 Customers/_category_carousel_core.html.liquid b/Custom_Templates/customer_templates/Cin7 Customers/_category_carousel_core.html.liquid index 18a1f61c..3fbc089b 100644 --- a/Custom_Templates/customer_templates/Cin7 Customers/_category_carousel_core.html.liquid +++ b/Custom_Templates/customer_templates/Cin7 Customers/_category_carousel_core.html.liquid @@ -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 %} @@ -61,4 +61,4 @@ .category-carousel-core { margin: 0 1rem; } - \ No newline at end of file + diff --git a/Custom_Templates/customer_templates/Cin7 Customers/_courses_catalog.html.liquid b/Custom_Templates/customer_templates/Cin7 Customers/_courses_catalog.html.liquid index cb4e36f5..d6d3e376 100644 --- a/Custom_Templates/customer_templates/Cin7 Customers/_courses_catalog.html.liquid +++ b/Custom_Templates/customer_templates/Cin7 Customers/_courses_catalog.html.liquid @@ -2,6 +2,11 @@
{% 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' %} +
+ {% include "cards_course" with course %} +
{% if omni %} {% if course.name contains 'Omni' %}
diff --git a/Custom_Templates/customer_templates/Cin7 Customers/homepage.html.liquid b/Custom_Templates/customer_templates/Cin7 Customers/homepage.html.liquid index 80d42dbe..64bd539b 100644 --- a/Custom_Templates/customer_templates/Cin7 Customers/homepage.html.liquid +++ b/Custom_Templates/customer_templates/Cin7 Customers/homepage.html.liquid @@ -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 %}
Welcome to Cin7 Omni Academy
{% elsif log_out %} +
Welcome to Cin7 Academy
+ {% elsif multiprod %}
Welcome to Cin7 Academy
{% else %}
Welcome to Cin7 Academy
diff --git a/Custom_Templates/customer_templates/Cin7 Customers/login.html.liquid b/Custom_Templates/customer_templates/Cin7 Customers/login.html.liquid index 575ce32e..ac9c48ee 100644 --- a/Custom_Templates/customer_templates/Cin7 Customers/login.html.liquid +++ b/Custom_Templates/customer_templates/Cin7 Customers/login.html.liquid @@ -51,3 +51,10 @@
+ + diff --git a/CustomerNotes/Copado/Copado.md b/CustomerNotes/Copado/Copado.md index cd42e56f..3f19082b 100644 --- a/CustomerNotes/Copado/Copado.md +++ b/CustomerNotes/Copado/Copado.md @@ -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. diff --git a/CustomerNotes/Doordash/Doordash.md b/CustomerNotes/Doordash/Doordash.md index 04162782..edc89cf8 100644 --- a/CustomerNotes/Doordash/Doordash.md +++ b/CustomerNotes/Doordash/Doordash.md @@ -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. diff --git a/CustomerNotes/Pipedrive/Pipedrive.md b/CustomerNotes/Pipedrive/Pipedrive.md index 46c4039e..3a7a43e7 100644 --- a/CustomerNotes/Pipedrive/Pipedrive.md +++ b/CustomerNotes/Pipedrive/Pipedrive.md @@ -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. diff --git a/Scripts/API_Tests/antho_tmp.csv b/Scripts/API_Tests/antho_tmp.csv new file mode 100644 index 00000000..2be2c68a --- /dev/null +++ b/Scripts/API_Tests/antho_tmp.csv @@ -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" diff --git a/Scripts/API_Tests/workatotest.py b/Scripts/API_Tests/workatotest.py index a39b4c30..f31d33ad 100644 --- a/Scripts/API_Tests/workatotest.py +++ b/Scripts/API_Tests/workatotest.py @@ -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, diff --git a/Scripts/Walmart/single_resource.js b/Scripts/Walmart/single_resource.js index 9dd8c3a1..1187471f 100644 --- a/Scripts/Walmart/single_resource.js +++ b/Scripts/Walmart/single_resource.js @@ -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) => { diff --git a/Scripts/clone_courses.js b/Scripts/clone_courses.js index 8a1e0217..fc527c65 100644 --- a/Scripts/clone_courses.js +++ b/Scripts/clone_courses.js @@ -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', -'a48f746e-7ec1-4f77-8350-ba75b1144222', -'fe43a7ac-f06a-47f5-aecb-d46f07e285d5', -'cd105354-ff0a-4ad2-8425-e99e2326f3bd', -'87d6dfed-b0e4-4c7f-b025-f80b2d90d251', -'e63675bd-db65-402c-aa2f-7109f8e8cc6f', -'98ab2040-4646-4a89-a23f-e4ef7d6f4e2e', -'2ab52b30-3fa5-491a-80a9-a48e9a5f122c', -'7a95dbd2-7cfa-4bf7-8151-b97154014d00', -'2a58b9fb-6c63-4d1d-90ff-bff744f36794', -'31915ca1-b445-4086-bac3-65f74f36d4de', -'a818c30b-1846-4996-a746-3c74a38a9de4', -'00163e87-bf1d-40ce-97a9-1fba4494168d', -'9f93cab8-0058-4f24-a2c7-ca8b9e3473e2', -'bd3ee6c2-01ef-4a4f-a410-2350251d83d0', -'68e0b4f7-512a-4424-96c5-5445351ce4ea', -'00f08787-e6f1-4ef8-8999-cd6f56f84b84', -'ae861af4-3635-453c-93ed-5f8621789608', -'e5669b77-5cd0-41ac-99b0-d0ebe4de0228', -'3f02f4d9-666b-4cd7-9282-e1d292d57e99', -'eab65a65-b150-4335-a2c0-4c853de2c734', -'58282cb8-c177-4273-8219-f14b8051c694', -'5f22a592-4045-42fd-8b88-8f68700fc17e', -'b707e716-8cac-434b-a851-962f18f4d84f', -'02732eea-a545-4616-ac94-d4b1b08380b0', -'a69a5762-b59f-4d4b-801f-64edc4ae2953', -'99f72da4-2e1f-4153-a4a9-71169f80ba65', -'57d90048-c798-4958-af2c-7b4b9c565b70', -'7b0ba52d-9ae2-4c3c-9646-067fe5650681', -'8b4cec51-56b4-4aca-aa6c-03199f997962', -'4329cf31-ceaf-45a2-87a8-8fedf0e77ff6', -'88dda481-bf64-4f8f-b32a-35141a6df121', -'3c3293f4-666b-48f5-9870-f053c766bb8e', -'e353e8eb-ad53-4eaf-b889-51858b69e543', -'3c8ad087-16f8-48e4-8568-d644e79ad176', -'0a576996-4387-4e69-b849-4ce886d35a74', -'fa3387b7-9dec-4539-a98d-f6975f427754', -'2465ab2a-9928-47ce-b533-2db316311cf6', -'13b4ce9b-62f5-43d9-8159-0134c48326c3', -'a4010ef1-45a1-46c2-9e69-ad262e48b570', -'03fa9c71-d6d2-4600-b301-420c3a0aa39c', -'bf173b8e-d7ce-4f95-9258-e35641033eda', -'9c168f49-ae54-44e2-bbc2-54d899e1a18c', -'68287a12-2632-4d20-ae83-91ba291bdbed', -'e88033c4-10aa-4297-9603-07d572125a98', -'c2e80fcd-e315-4f46-ad4f-5fdefd85f32a', -'c4e94895-2adf-4196-9aac-3fa830d039c3', -'db1849a4-f850-4d14-873b-264c7a8f7148', -'f35ff483-f8a6-49ed-a053-2beba1b629c1', -'289ca66a-19ea-49e1-aa28-199e53b740ea', -'9cea7037-9f00-4d12-88b8-59e15b79b7d4', -'baa8adc3-5c88-4ef3-bca5-98467f22f779', -'a220e92f-c437-48b4-b19d-665f60a23cf6', -'c1a15bdb-c67f-4bab-9cf4-21fe43c29ba1', -'ee5bae86-6c5b-4389-bfe1-61fe988e70d5', -'fa8d1ec3-14c9-4968-851f-9ab8cce162c2', -'9b8cd23d-0b70-4fe3-afd6-96f54c159aa5', 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+"b5064975-6122-4b1f-aac3-4ecb8fa24cf1", +"28c37e7b-97a6-49ae-af7b-b083c6d9dbe2", +"a0329d9a-06c5-4f68-aa3e-ed06173ab7c3", ] -var schoolNameToCloneTo = "Cin7 Partner's Academy"; +var schoolNameToCloneTo = "Anthology U"; function wait(ms) { return new Promise(r => setTimeout(r, ms)); diff --git a/Todos.md b/Todos.md index df7433e5..10b11a74 100644 --- a/Todos.md +++ b/Todos.md @@ -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) +