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

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.

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.

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.