backup

CustomerNotes/G2.md

@@ -85,3 +85,13 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
     * I recommended Accredible for multiple course certs. Badges are great for coures. Certs are great for a series of badges. 
 * They would like to cert people on subjects. "Customer Marketing Certified", but they don't need to be buyer intent certified. 
 * Certs would allow them to become more indepth. G2 is more than just a review site.
+
+10/17/2022
+* Erin needs reports by tomorrow 10/18
+* Wants to see:
+    * Who has finished a course
+    * Who has started a course
+    * Who has logged in/enrolled in a course 
+* They haven't had a report season since G2 launched
+* But Winter reports are coming soon around the G2 Reporting Course 
+* Make sure the script is run to remove people from G2 group! 

CustomerNotes/Omnisend.md

@@ -41,3 +41,6 @@ Out of 202 played it out of 220 load
 Whats new 95% play rate 
 Out of 41 people, 39 played its
 
+## 10/17/2022
+### Meeting with Lukasz W & C to discuss settings for other public academies. 
+* 

CustomerNotes/Papa.md

@@ -82,3 +82,27 @@ Okta SSO - Ted, Security Team
     * Lizzy wants to talk to leadership and ask them some questions 
 * We need to follow up on Tedd and get on SSO stuff. 
 * He isn't responding to Lizzy either. 
+
+## 10/17/2022
+### SSO Meeting
+* Not really an SSO meeting because Tedd still hasn't shown up. 
+
+*Other Items*
+* No cohort this week 
+* New Cohort week of 41 people 
+* They are unsure what's going to happen next week, they are unsure 
+* Awaiting a "Dashboard" live for next week
+* Mini played around with sending reports to email etc and they want to get better at data analysis 
+* Rebecca: inbound, first 10 days, are pretty well made and stabilized 
+* Concerned about 508 compliance as FROALA doesn't auto-stylize links to underline and blue
+* Mini doesn't like that archived courses show up in drop downs. They want to be able to NOT see archived courses when adding a new course to a group.
+* Lizzy came up with the idea of having people be managers to _only_ show the courses they should be seeing. 
+
+*Analytics for Trainers*
+* Trainers having analytics issues
+* Timeout and stalling issues
+* Not the same options? 
+* Check for Manager permissions, and which courses they can manage and what analytics options they have. 
+* Mini went in and change all the manager permissions and made them the same across the board
+* They shouldn't be deleting anything. 
+* Asked for screenshots from the trainers re: analytics issues. 

CustomerNotes/Skuid.md

@@ -27,3 +27,27 @@ How can we dynamically associate learning paths or "next course" based in learni
 ## 10/11/2022
 * Unsubscribe per message, not ALL messages
 * "Click here if you want to unsubscribe from this..."
+
+## 10/17/2022
+* Check box in Northpass
+* Marketing in Hubspot/Skuid 
+* Where in Contact Record is this hubspot/opt options?
+* Jess said there are many - opt in dates, opt out booleans, etc 
+* The unsubscribe button should remove them from General Marketing emails 
+* Jess is worried that people who are already in Hubspot/Salesforce will check a box in Northpass and then they unsubscribe from _too much_. 
+* 
+
+*Active Checkboxes*
+    * GDPR 
+    * Many many others
+
+*Subscriptions*
+    * Unsubscribe from all emails
+    * Newsletter
+
+Ideally, two or three fields will be setup to talk to Hubspot, each one is for various Hubspot subscription types. Jess will also check for anyone 
+ in Northpass and not in Hubspot. 
+
+* [Link for current unsubscribe preferences page](https://go.skuid.com/hs/manage-preferences/unsubscribe)
+* [Another link to a marketing preferences page](https://drive.google.com/file/d/1AChlkayWB0K493d29Ut2w1MgXCJDYrGF/view?usp=sharing)
+

CustomerNotes/Wildhealth.md

@@ -1,6 +1,8 @@
-# Wild Health 
-- [ ] - Connect KJ with Wild health for Analytics
-- [ ] - Assign an SE for the Felix conversation 
+## Old Notes 
+### June/July until September notes
+
+- [X] - Connect KJ with Wild health for Analytics
+- [X] - 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
@@ -21,14 +23,14 @@ 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? 
+- [X] Send documentation and endpoints (person created, person added to group)
+- [X] Will a user that gets activated count against their MAL? <-- No!  
 
 diet ->
 diseas specific -> autoimmunne
 module 7 -> coaching philosophy
 
-* [ ] Wild health academy - old publishing
+* [X] Wild health academy - old publishing
 * [X] Shopify tips: 
     * [X] Flow of Emails - Receipt + Invitation (this one lags)
     * [X] Discount is on the last page, tell people to wait 
@@ -36,5 +38,20 @@ module 7 -> coaching philosophy
     * [X] Know your ProductIDs
     * [X] One Product per Course
 
-* [ ] Modules 1-12 combined into a single course, moved to the Education Portal
-* [ ] 
+* [X] Modules 1-12 combined into a single course, moved to the Education Portal - not possible. It slowed down the entire system because of too many modules.
+
+## 10/17/2022
+### Flupdates on Shopify Integration
+* The big change for Northpass is the release date of courses from Monthly to Bi-Weekly
+* They want the intro course to be availble as soon as soneone signs up, regardless of signup date. 
+* Kaitlyn is grabbing all IDs for courses 1-12 and hiding them, until a certain date is reached. 
+* All other courses and IDs are shown immedieatly. 
+* Mike: the other main change other than cadence, is 1st and 15th release dates
+* Groups: fellowship group (1st of every month > 1st and 15th), rolling admissions group (keeping rolling admissions as is. Not taking additional enrollees.)
+    * Everyone who starts from now going forward, starts on Jan 1st. 
+    * Second course will be starting in July 
+* Do they need other Shopify products?
+    * Kaitlyn to check. She needs to figure out what the "date" cut off is for adding people to the January vs July cohort cadence. 
+* There is also the *Fundamentals Course*, which will not be drip anymore, but all courses all at once. 
+    * Workflow can be deleted (already done).
+*