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CustomerNotes/Skuid.md

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+# Skuid 
+
+## 07/21/2022
+### Meeting with Alexa
+Agenda sent to us by Alexa:
+
+1. Popups -- need to explore this possibility to have a popup box alert users of messages. 
+2. Badge reporting and learning path reporting -- I'm still having troubles with this since the course statuses were reset. We can review in the meeting or I can send you information if needed.  Example: you gave me the number 1285 badges for end of June. I just ran a report and it is only giving me 1235 after filtering out users that don't apply.  We definitely have a higher number since June 30.
+3. changing points -- we'll need to change our points for existing courses. this means I need to manually update user points. what is the easiest way to complete this task? Spreadsheet import a possibility? A script? 
+4. Timeline bar/progress bar in courses - This seemed to disappear and we need to see if we can bring it back. I mentioned to Eric, but he didn't get to it before his departure. 
+5. Learning path routing - we are having trouble understanding how to manage routing between courses within a learning path. How should this work without using the custom links at the end of the course?
+
+Where can modals pop up? How?
+What about where people breeze through, how do we get it back?
+
+Little box on left hand side popup 
+Just a small button 
+What about appqueues? 
+What is the line for "too much"? <-- Dynamic data pulling and lots of logic flow 
+Is dan ready with the custom report 
+Skuid Progress Bar disappeared, needs to be completed by October 
+13 new courses in October 
+
+Directly from janel: 
+How can we dynamically associate learning paths or "next course" based in learning path. They don't want to create an individual course per group per learning path to have 
+
+## 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)
+