From a1f2a3ae5ffde7ca84b9e8b741c383359b143213 Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Tue, 30 May 2023 10:11:00 -0400 Subject: [PATCH] Cleaned up TODOs and other customer notes. Added some Terminus templates, I believe. --- .../_additional_resources.html.liquid | 63 +++++++ .../_cards_featured_course.html.liquid | 54 ++++++ .../_cards_school.html.liquid | 19 ++ .../_categorised_catalog_courses.html.liquid | 18 ++ .../_courses_catalog.html.liquid | 36 ++++ ...ard_training_events_zero_state.html.liquid | 16 ++ .../_filtered_catalog_courses.html.liquid | 20 ++ .../Terminus-Customers/_footer.html.liquid | 70 +++++++ .../Terminus-Customers/_header.html.liquid | 174 ++++++++++++++++++ .../_hero_image.html.liquid | 11 ++ .../_popular_topics.html.liquid | 24 +++ .../_popular_topics_item.html.liquid | 5 + .../_public_banner.html.liquid | 56 ++++++ .../_public_homepage.html.liquid | 90 +++++++++ .../_training_events_dashboard.html.liquid | 18 ++ .../Terminus-Customers/catalog.html.liquid | 30 +++ .../Terminus-Customers/dashboard.html.liquid | 37 ++++ .../Terminus-Customers/homepage.html.liquid | 166 +++++++++++++++++ .../learning_paths.html.liquid | 15 ++ .../Terminus-Customers/styles.css.liquid | 25 +++ .../training_events.html.liquid | 20 ++ CustomerNotes/Anthology.md | 2 +- CustomerNotes/Glassdoor.md | 8 + CustomerNotes/LarsonTexts.md | 32 ++++ CustomerNotes/Mattr.md | 1 - CustomerNotes/Mizuno.md | 2 +- CustomerNotes/Pipedrive.md | 2 +- CustomerNotes/Skuid.md | 14 +- CustomerNotes/SwiftMedical.md | 2 +- CustomerNotes/Talkspace.md | 4 +- CustomerNotes/Terminus.md | 16 +- CustomerNotes/Walmart.md | 12 +- CustomerNotes/Walmart_Luminate.md | 22 +++ CustomerNotes/Wildhealth.md | 3 +- CustomerNotes/Zenjob.md | 2 +- 35 files changed, 1060 insertions(+), 29 deletions(-) create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_additional_resources.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_cards_featured_course.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_cards_school.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_categorised_catalog_courses.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_courses_catalog.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_dashboard_training_events_zero_state.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_filtered_catalog_courses.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_footer.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_header.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_hero_image.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_popular_topics.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_popular_topics_item.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_public_banner.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_public_homepage.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/_training_events_dashboard.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/catalog.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/dashboard.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/homepage.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/learning_paths.html.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/styles.css.liquid create mode 100644 Custom_Templates/customer_templates/Terminus-Customers/training_events.html.liquid diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_additional_resources.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_additional_resources.html.liquid new file mode 100644 index 00000000..aa723a57 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_additional_resources.html.liquid @@ -0,0 +1,63 @@ +
+ +
+ +
Access the Terminus Blog >>
+
Read the latest from the Go-To-Market Experts.
+
+ + +
+ +
Become a Terminus Rockstar >>
+
Get your backstage pass to networking events, share your success, and be rewarded.
+
+ + +
+ +
Search the Knowledge Base >>
+
Unlock additional product guides and help articles
+
+ +
+ + \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_cards_featured_course.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_cards_featured_course.html.liquid new file mode 100644 index 00000000..293ba07e --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_cards_featured_course.html.liquid @@ -0,0 +1,54 @@ +{% assign activities_count = 0 %} +{% for course_section in course.sections %} + {% for course_activity in course_section.activities %} + {% assign activities_count = activities_count | plus: 1 %} + {% endfor %} +{% endfor %} + +{% assign compressed_image_url = "" | append: course.image_url | replace: "resize=width:820,height:500,fit:crop/", "" %} + +
+
+ {% if course.ribbon %} +
+ {{ course.ribbon }} +
+ {% endif %} + {{ course.name }} +
+

+ {{ course.name }} +

+
+ {{ course.instructor_names }} +
+
+
+ {% t shared.progress, count: course.progress %} +
+
+
+
+
+ {% capture course_path %}{% route course, id: course.id %}{% endcapture %} + {% if course.has_to_restart? %} + {% include "course_version_outdated_popup", path: course_path %} + {% endif %} +
+ + {% t shared.view %} + + + {{ activities_count }} {% if activities_count == 1 %}Activity{% else %}Activities{% endif %} + +
+
+
+
+
diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_cards_school.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_cards_school.html.liquid new file mode 100644 index 00000000..bb709c00 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_cards_school.html.liquid @@ -0,0 +1,19 @@ +
+
+ +
+

+ {{ school_name }} +

+
+ + Start Path + + +
+
+
+
diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_categorised_catalog_courses.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_categorised_catalog_courses.html.liquid new file mode 100644 index 00000000..900522c6 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_categorised_catalog_courses.html.liquid @@ -0,0 +1,18 @@ +
+ {% for category in categories.in_catalog %} +
+
{{ category.name }}
+
+ {% for course in courses.in_catalog %} + {% assign course_categories = course.categories | map: "id" %} + + {% if course_categories contains category.id %} +
+ {% include "cards_course" with course %} +
+ {% endif %} + {% endfor %} +
+
+ {% endfor %} +
diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_courses_catalog.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_courses_catalog.html.liquid new file mode 100644 index 00000000..e208518c --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_courses_catalog.html.liquid @@ -0,0 +1,36 @@ +{% if courses.in_catalog.any? %} + {% assign any_filter = courses.filters | map: "selected?" %} + {% if any_filter contains true %} + {% include "filtered_catalog_courses" %} + {% else %} + {% include "categorised_catalog_courses" %} + {% endif %} +{% else %} + {% capture message %} + {% t shared.zero_state.courses.catalog, + key: current_school.course_vocabulary + %} + {% endcapture %} + {% include "courses_zero_state", message: message %} +{% endif %} + + + + \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_dashboard_training_events_zero_state.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_dashboard_training_events_zero_state.html.liquid new file mode 100644 index 00000000..7155d431 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_dashboard_training_events_zero_state.html.liquid @@ -0,0 +1,16 @@ +
+
+ Checkout upcoming events! +
+ empty +
+ + \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_filtered_catalog_courses.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_filtered_catalog_courses.html.liquid new file mode 100644 index 00000000..5c182150 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_filtered_catalog_courses.html.liquid @@ -0,0 +1,20 @@ +{% for filter in courses.filters %} + {% if filter.selected? %} +
+
+
{{ filter.name }}
+
+ {% for course in courses.in_catalog %} + {% assign course_categories = course.categories | map: "id" %} + + {% if course_categories contains filter.value %} +
+ {% include "cards_course" with course %} +
+ {% endif %} + {% endfor %} +
+
+
+ {% endif %} +{% endfor %} \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_footer.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_footer.html.liquid new file mode 100644 index 00000000..2757f306 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_footer.html.liquid @@ -0,0 +1,70 @@ + + + \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_header.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_header.html.liquid new file mode 100644 index 00000000..799a3bd8 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_header.html.liquid @@ -0,0 +1,174 @@ +
+
+
+ {% comment %} {% if current_person.signed_in? %} + + + {% endif %} {% endcomment %} +
+ {% if current_school.logo_url %} +

+ + {{ current_school.name }} + +

+ {% else %} + + {{ current_school.name }} + + {% endif %} + + {% comment %} + {% if current_person.signed_in? %} +
+
+ + +
+
+
+ + +
+ {% else %} +
+ +{% comment %} +
+ {{ website_navigation.name }} + + {% endfor %} +
+ {% unless current_school.sso_active? %} + + {% t .profile_settings %} + + {% endunless %} + + {% t .sign_out %} + +
+
+
{% endcomment %} + +{% include "messages" %} + + \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_hero_image.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_hero_image.html.liquid new file mode 100644 index 00000000..18a77ad9 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_hero_image.html.liquid @@ -0,0 +1,11 @@ +
+ +
+ + \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_popular_topics.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_popular_topics.html.liquid new file mode 100644 index 00000000..4c5b53c5 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_popular_topics.html.liquid @@ -0,0 +1,24 @@ +
+ {% include 'popular_topics_item', topic_title: 'ABM Certification', topic_url: '/app/learning_paths/9b8a7414-c0c4-42ab-a8bb-9bc9948f9e05' %} + {% include 'popular_topics_item', topic_title: 'Account Based Marketing Strategy', topic_url: '/app/catalog' %} + {% include 'popular_topics_item', topic_title: 'Platform Training', topic_url: '/app/training_events' %} + {% include 'popular_topics_item', topic_title: 'New Terminus User', topic_url: '/app/learning_paths/8e802e4f-33f8-4b61-8f0e-7f385e86adf5' %} +
+ + diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_popular_topics_item.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_popular_topics_item.html.liquid new file mode 100644 index 00000000..efb0eb04 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_popular_topics_item.html.liquid @@ -0,0 +1,5 @@ +
+ + {{ topic_title }} + +
\ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_public_banner.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_public_banner.html.liquid new file mode 100644 index 00000000..d7b2d043 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_public_banner.html.liquid @@ -0,0 +1,56 @@ +
+
+
+ Self-Paced Training Courses +
+
+ Terminus Academy is full of on-demand training courses to educate you on ABM principles, and help you get the most out of your investment with Terminus. +
+
+
+
+ Learning Paths & Certifications +
+
+ Take your training a step further with comprehensive learning paths and certifications designed to help you master a particular subject, and grow professionally. +
+
+
+
+ On-Demand Microlearnings +
+
+ Learning on the go? In addition to courses and learning paths, microlearnings are designed to deliver quick-hitting tips, tutorials, and best practices. +
+
+
+ + \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_public_homepage.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_public_homepage.html.liquid new file mode 100644 index 00000000..7823a390 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_public_homepage.html.liquid @@ -0,0 +1,90 @@ +
+ {% include 'hero_image', image_url: "https://s3.amazonaws.com/static.northpass.com/Terminus/terminus-LMS-academy-2+login+header.jpg" %} +
+
+
+ A Curated Learning Experience +
+
+ Terminus Academy is more than just an e-learning platform. We've designed curated learning experiences for our unique audiences to help you build, operate, and measure go-to-market strategies at scale, and allow you to level up your expertise at your own pace. +

+ To get started in the Academy, please choose the appropriate sign in option below. +
+
+ {% capture login_path %}{% route login %}{% endcapture %} +
+
+ {% + include "cards_school", + image_url: "https://s3.amazonaws.com/static.northpass.com/Terminus/Customer+Login+Image.jpg", + school_name: "Customer Login", + school_url: "https://cherrill-hartman-s-school-8121.northpass.com/learners/sign_in" + %} +
+
+ {% + include "cards_school", + image_url: "https://s3.amazonaws.com/static.northpass.com/Terminus/Employee+Login+Image.jpg", + school_name: "Employee Login", + school_url: login_path + %} +
+
+ {% + include "cards_school", + image_url: "https://s3.amazonaws.com/static.northpass.com/Terminus/Partner+Login+Image.jpg", + school_name: "Partners Login", + school_url: "https://cherrill-hartman-s-school.northpass.com/learners/sign_in" + %} +
+
+
+ {% include 'public_banner' %} +
+ + diff --git a/Custom_Templates/customer_templates/Terminus-Customers/_training_events_dashboard.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/_training_events_dashboard.html.liquid new file mode 100644 index 00000000..fc1c3c82 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/_training_events_dashboard.html.liquid @@ -0,0 +1,18 @@ +
+ {% if training_events.enrolled.any? %} + {% for training_event in training_events.enrolled %} + {% include "cards_training_event" with training_event %} + {% endfor %} + {% else %} + + + + {% endif %} +
+ + \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/catalog.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/catalog.html.liquid new file mode 100644 index 00000000..957aa3dc --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/catalog.html.liquid @@ -0,0 +1,30 @@ +{% include "header" %} +{% include "course_version_outdated_alert", courses: courses.in_catalog %} +{% include 'hero_image', image_url: "https://s3.amazonaws.com/static.northpass.com/Terminus/terminus-LMS-learn-without-limits+Catalog+Header.jpg" %} +{% include "sub_navigation" %} +
+
+
+
{{ catalog.headline }}
+
{{ catalog.subheadline }}
+
+ {% capture label %}{% t shared.filters.by_category %}{% endcapture %} + + {% if courses.in_catalog.any? %} + {% + include "filter_dropdown", + filters: courses.filters, + key: "category_uuid", + label: label + %} + {% endif %} +
+ {% include "courses_catalog" %} +
+{% include "footer" %} + + diff --git a/Custom_Templates/customer_templates/Terminus-Customers/dashboard.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/dashboard.html.liquid new file mode 100644 index 00000000..923b55be --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/dashboard.html.liquid @@ -0,0 +1,37 @@ +{% include "header" %} +{% include "course_version_outdated_alert", courses: courses.featured %} +{% include 'hero_image', image_url:"https://s3.amazonaws.com/static.northpass.com/Terminus/terminus-LMS-academy-3rev.jpg" %} +{% include "sub_navigation" %} +
+
+
+ {% if features.learning_paths? %} +
+ {% t shared.learning_paths %} +
+ {% include "learning_paths_index", items: learning_paths.enrolled %} + {% endif %} +
+ {% t shared.course_vocabulary.plural, key: current_school.course_vocabulary %} +
+
+ {% if features.training_events? %} +
+
+ UPCOMING EVENTS +
+ {% include "training_events_dashboard" %} +
+ {% endif %} +
+
+ {% include "courses_index", class: "col-xs-12 col-sm-6 col-md-4 np-stretch-content" %} +
+
+{% include "footer" %} + + diff --git a/Custom_Templates/customer_templates/Terminus-Customers/homepage.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/homepage.html.liquid new file mode 100644 index 00000000..975954a4 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/homepage.html.liquid @@ -0,0 +1,166 @@ +{% include "header" %} +{% include "course_version_outdated_alert", courses: courses.enrolled %} +{% if current_person.signed_in? %} + {% include 'hero_image', image_url: "https://s3.amazonaws.com/static.northpass.com/Terminus/terminus-LMS-academy-3+Homepage+Header.jpg" %} + {% include "sub_navigation" %} +
+
+
+
+ FEATURED COURSES +
+ {% if courses.featured.any? %} +
+ {% for course in courses.featured %} +
+ {% include "cards_featured_course" with course %} +
+ {% endfor %} +
+ {% else %} +
+
+ {% t .empty, key: current_school.course_vocabulary %} +
+ {% t .empty, key: current_school.course_vocabulary %} +
+ {% endif %} +
+ {% if features.training_events? %} +
+
+ UPCOMING EVENTS +
+ + + +
+ {% endif %} +
+
+ POPULAR TOPICS +
+ {% include 'popular_topics' %} +
+
+
+ ADDITIONAL RESOURCES +
+ {% include 'additional_resources' %} +
+
+
+{% else %} + {% include 'public_homepage' %} +{% endif %} +{% include "footer" %} + +{% if current_person.signed_in? %} + +{% endif %} diff --git a/Custom_Templates/customer_templates/Terminus-Customers/learning_paths.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/learning_paths.html.liquid new file mode 100644 index 00000000..0c825bb3 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/learning_paths.html.liquid @@ -0,0 +1,15 @@ +{% include "header" %} +{% include 'hero_image', image_url: "https://s3.amazonaws.com/static.northpass.com/Terminus/terminus-LMS-Learning+Path+Header.jpg" %} +{% include "sub_navigation" %} +
+
+
+ {% t shared.learning_paths %} +
+
+ {% t .subtitle %} +
+ {% include "learning_paths_index", items: learning_paths.available %} +
+
+{% include "footer" %} diff --git a/Custom_Templates/customer_templates/Terminus-Customers/styles.css.liquid b/Custom_Templates/customer_templates/Terminus-Customers/styles.css.liquid new file mode 100644 index 00000000..5a4391cf --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/styles.css.liquid @@ -0,0 +1,25 @@ + /* + Put your custom overlay styles in here + You can use your northpass color palette in this file + +{{ color_palette.button_font_color }} +{{ color_palette.button_color }} +{{ color_palette.button_hover_color }} +{{ color_palette.header_font_color }} +{{ color_palette.header_font_hover_color }} +{{ color_palette.header_color }} +*/ + +@import url('https://fonts.googleapis.com/css2?family=Nunito+Sans:ital,wght@0,200;0,300;0,400;0,500;0,600;0,700;0,800;0,900;0,1000;1,200;1,300;1,400;1,500;1,600;1,700;1,800;1,900;1,1000&family=Poppins:ital,wght@0,100;0,200;0,300;0,400;0,500;0,600;0,700;0,800;0,900;1,100;1,200;1,300;1,400;1,500;1,600;1,700;1,800;1,900&display=swap'); + +body *:not(i) { + font-family: 'Nunito Sans', sans-serif; +} + +.public-banner-item-header, .np-card-content-title, +.np-homepage-headline, .np-dashboard-resources-title, +.popular-topics a, .resource-title, .np-resource-title, +.category-name, .np-top-title, .np-text-title, +.np-card-heading { + font-family: 'Poppins', sans-serif; +} \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Terminus-Customers/training_events.html.liquid b/Custom_Templates/customer_templates/Terminus-Customers/training_events.html.liquid new file mode 100644 index 00000000..2c2642f8 --- /dev/null +++ b/Custom_Templates/customer_templates/Terminus-Customers/training_events.html.liquid @@ -0,0 +1,20 @@ +{% include "header" %} +{% include 'hero_image', image_url: "https://s3.amazonaws.com/static.northpass.com/Terminus/terminus-LMS-live-events.jpg" %} +{% include "sub_navigation" %} +
+
+
+
+ {% t .title %} +
+
+ {% t .subtitle %} +
+
+
+ {% include "training_events_filter" %} +
+
+ {% include "training_events_index" %} +
+{% include "footer" %} diff --git a/CustomerNotes/Anthology.md b/CustomerNotes/Anthology.md index 31c82582..10c229e9 100644 --- a/CustomerNotes/Anthology.md +++ b/CustomerNotes/Anthology.md @@ -113,7 +113,7 @@ page, etc. ## 04/06/2023 DONE: Ask if we can invite KC to their Wistia Project -TODO: Create ExcelSheet for what Northpass needs to accurately update the SRT file. +DONE: Create ExcelSheet for what Northpass needs to accurately update the SRT file. WARN: Wants to start uploading within the week Content Creators will begin again with 1.0 versioning diff --git a/CustomerNotes/Glassdoor.md b/CustomerNotes/Glassdoor.md index 4d03f484..ecfcfe42 100644 --- a/CustomerNotes/Glassdoor.md +++ b/CustomerNotes/Glassdoor.md @@ -52,3 +52,11 @@ DONE: Add this to the `styles.css` file for the academy: DONE: Does the "updated" course alert bring you straight to the activity that is updated? They want to embed Northpass into Wix. + +## 05/25/2023 + +### Account Segmentation & Automation + +Mark: Glassdoor is looking at this way differently than Northpass. The epiphany is that Northpass does not have all the same data as Glassdoor. Mark was expecting that we had to map GD segmentation to Northpass 1:1. But we don't have to do that and it isn't wise. + +P diff --git a/CustomerNotes/LarsonTexts.md b/CustomerNotes/LarsonTexts.md index fded5ea2..1a7a5f09 100644 --- a/CustomerNotes/LarsonTexts.md +++ b/CustomerNotes/LarsonTexts.md @@ -210,3 +210,35 @@ Redesign. She gave me her login again to the app. Gave Hubert assets. Sophia is training 8 people across two teams on how to use Northpass and Best Practices. Offered to join her if she needed help. + +## 05/26/2023 + +### Planning for Expansion + +The Story: + +* How can support cs in making every customer a partner +* How to continue supporting district goals in years 2-5? + +Context: + +* CS team didn't exist a year ago. Now they have 5. +* What can we do to reach districts without manual work or without pushing their goals. +* What should be part of the story is the roster of people in Northpass via the platform (embedding). + +Tasks: + +* Norm to do the nitty gritty technical stuff. +* Sophia - to bring up and tell the story & Norm to create the tasks that add to that story. + +People: + +* Chris Toothman, Embedding, some technical information +* Ruben, CSM - Good at Metrics, CS goals, etc. Ruben managing Planhat. + +Concerns: + +* Restructuring Groups & Analytics concerns her. She is open to archiving everything and "starting fresh" with an academy. +* She doesn't know yet where she is going to get this sources for making content. +* Where does "follow up" training come from? What are the subjects? +* She wants to be trained on making more modular, micro, smaller trainings diff --git a/CustomerNotes/Mattr.md b/CustomerNotes/Mattr.md index f3e58fd3..9fea7949 100644 --- a/CustomerNotes/Mattr.md +++ b/CustomerNotes/Mattr.md @@ -8,7 +8,6 @@ Nata & Ashley - Content Strategy MVP - 4 courses, ready by Mid-March No involvement from Norm until the MVP launch in March. Then will review content and strategy and offer advice. - Questions for Wayne: * Prereq property use case? Label or should it block someone? diff --git a/CustomerNotes/Mizuno.md b/CustomerNotes/Mizuno.md index 1b10e60e..1ce270da 100644 --- a/CustomerNotes/Mizuno.md +++ b/CustomerNotes/Mizuno.md @@ -20,7 +20,7 @@ Actually start on 27th. 23rd is 100% ready and QA done. 27th are real people. ### Mizuno Running Kickoff with Matt -TODO: Confirm dates with Matt for Sales conference. +DONE: Confirm dates with Matt for Sales conference. Matt to collect the rest of the videos etc for the course. ## 05/16/2023 diff --git a/CustomerNotes/Pipedrive.md b/CustomerNotes/Pipedrive.md index 0307e5bb..df2375f4 100644 --- a/CustomerNotes/Pipedrive.md +++ b/CustomerNotes/Pipedrive.md @@ -170,7 +170,7 @@ Webinars: * But she needs to bring in widgets & code from their page. * These would be pre-recorded. Similar to video tutorials, you go to the course intro page and then are asked to signin. * Can we look into an integration to upload webinars directly? LiveStorm auto uploads to Vidyard. - TODO: Find an endpoint to auto-create courses/activities. + DONE: Find an endpoint to auto-create courses/activities. User Profiles: diff --git a/CustomerNotes/Skuid.md b/CustomerNotes/Skuid.md index c7365c80..488a1b5f 100644 --- a/CustomerNotes/Skuid.md +++ b/CustomerNotes/Skuid.md @@ -161,7 +161,7 @@ FEAT: Notifications after a Learning Path - not at the last course! ### Long list from Alexa She has Figma file for cert page and will send it to me Friday/Monday for us to build. -TODO: Build Figma in Sandbox - tbd Skuid/Skuad +DONE: Build Figma in Sandbox - tbd Skuid/Skuad Synaps as favorite exam embedding software. They might be an LMS. @@ -201,9 +201,9 @@ Increasingly difficult to find what message is what. On the main comms page, the For incomplete groups, the ppl change each month. She needs to run a report of everyone it was sent to each month. -TODO: Research what comms metrics are exposed in Looker. -TODO: Ask Marek why the duplicate message/email wasn't there. -TODO: 2023 March HW Reminder is the template she is using. +DONE: Research what comms metrics are exposed in Looker. +DONE: Ask Marek why the duplicate message/email wasn't there. +DONE: 2023 March HW Reminder is the template she is using. ## 04/28/2023 @@ -217,14 +217,14 @@ Alexa's team currently using QuestionMark for demo and testing. YouTestMe is still recommended by Alexa. No schedule, likely. Might be "click here to take your exam." Still starting with one exam, and likely won't do another one for another year or two. -TODO: Casually talk with Nikki about Skuid's Cert Program. +DONE: Casually talk with Nikki about Skuid's Cert Program. She wants to get notifications for when someone completes Level 1 or Level 2 LPs. AppCues pop-up for ALL NINE learning paths. Notification after x number of learning paths complete. Can we run a report that shows ALL course attempts? -TODO: Create Looker organized by attempts, show all attempts across all people & courses. +DONE: Create Looker organized by attempts, show all attempts across all people & courses. ## 05/02/2023 @@ -238,4 +238,4 @@ Deadline is to now push it out before the end of May. She is able to stay for a month to finish the program. Anna will be the only training person left at Skuid. -TODO: Setup introductory call with Anna and Austin so we can all meet. +DONE: Setup introductory call with Anna and Austin so we can all meet. diff --git a/CustomerNotes/SwiftMedical.md b/CustomerNotes/SwiftMedical.md index 7bb516c7..6d34f823 100644 --- a/CustomerNotes/SwiftMedical.md +++ b/CustomerNotes/SwiftMedical.md @@ -144,4 +144,4 @@ Her comments in [This Figma](https://www.figma.com/file/TNZFsItrKSaKAVfGlt9DnJ/U ### Analytics Directly into Warehouse -TODO: Send Chux information about encrypted endpoint, data definitions, etc. +DONE: Send Chux information about encrypted endpoint, data definitions, etc. diff --git a/CustomerNotes/Talkspace.md b/CustomerNotes/Talkspace.md index ba4054bc..7dcf2a58 100644 --- a/CustomerNotes/Talkspace.md +++ b/CustomerNotes/Talkspace.md @@ -280,7 +280,7 @@ From Molly's Email: Goal: They need to communicate with the people who have not completed the compliance courses within 30 days. -TODO: Add Column with Date Complete of Getting Started or Managed Care. They would like a single spreadsheet with everyone's completed courses. +DONE: Add Column with Date Complete of Getting Started or Managed Care. They would like a single spreadsheet with everyone's completed courses. ## 01/31/2023 @@ -289,7 +289,7 @@ TODO: Add Column with Date Complete of Getting Started or Managed Care. They wou Molly wants to send an auto-email that shares training and support resources as soon as they are done with the course. Course = 1099 Provider: Getting Started with Talkspace Molly to send copy and links. These shouldn't be a worry cause its a different course with different content and triggers. -TODO: Set up new Workflow with 1099 Provider Course as the Trigger. +DONE: Set up new Workflow with 1099 Provider Course as the Trigger. ## 02/27/2023 diff --git a/CustomerNotes/Terminus.md b/CustomerNotes/Terminus.md index 35cbe697..b6346a8a 100644 --- a/CustomerNotes/Terminus.md +++ b/CustomerNotes/Terminus.md @@ -33,13 +33,13 @@ They use LeanData for checking for duplicates in their various systems. That's w ## 05/16/2023 DONE: Remove Discover Catalog -TODO: Add new header image that Cherrill will send. -TODO: Make Footer similar to Terminus.com - at least the background as blue and text as white. +DONE: Add new header image that Cherrill will send. +DONE: Make Footer similar to Terminus.com - at least the background as blue and text as white. DONE: Remove sign in in header. DONE: Move sub-nav to under header image -TODO: minimize padding around logo. Mimic sign-in/main page. -TODO: Addtl. Resources boxes same height -TODO: Feature course, view button align left -TODO: If no events, link saying "checkout upcoming events!" and link to /app/training_events -TODO: Filter Button to Terminus Green or Orange -TODO: Catalog: Sections divided by categories with headings at each section. +DONE: minimize padding around logo. Mimic sign-in/main page. +DONE: Addtl. Resources boxes same height +DONE: Feature course, view button align left +DONE: If no events, link saying "checkout upcoming events!" and link to /app/training_events +DONE: Filter Button to Terminus Green or Orange +DONE: Catalog: Sections divided by categories with headings at each section. diff --git a/CustomerNotes/Walmart.md b/CustomerNotes/Walmart.md index a10e0ee3..d4bb5e8a 100644 --- a/CustomerNotes/Walmart.md +++ b/CustomerNotes/Walmart.md @@ -385,15 +385,17 @@ Krystal to speak to lead designer to give Cam insight as to how they design thei ## 03/16/2023 -TODO: Show MJ how to do Show Transcript for bullet points. Here is the code: +DONE: Show MJ how to do Show Transcript for bullet points. Here is the code: ```html
Show Transcript
-

Hey everyone, this is Ally with Tripleseat and in this video we are going to go over how to create an event and the different options you have to do so. The quickest way to add an event right to your calendar is by clicking on the new event button on the top right corner of your screen in Tripleseat. Detailing this page out and clicking create will add the event right to our calendar as well as store the contact information within Tripleseat.

``` +

Hey everyone, this is Ally with Tripleseat and in this video we are going to go over how to create an event and the different options you have to do so. +The quickest way to add an event right to your calendar is by clicking on the new events button on the top right corner of your screen in Tripleseat. +Detailing this page out and clicking create will add the event right to our calendar as well as store the contact information within Tripleseat.

+``` - -TODO: Show MJ example of Video+Article as two activities example. +DONE: Show MJ example of Video+Article as two activities example. ## 03/29/2023 @@ -445,7 +447,7 @@ Dave taking over for Nichole. Dave's role is Lead Technical Writer, Senior Desig Knowledge Base. DONE: Reach out to J about deep linking between resources. -TODO: Ask Cam to mock up the resource bundle experiences - aka Learning Paths. +DONE: Ask Cam to mock up the resource bundle experiences - aka Learning Paths. ## 04/26/2023 diff --git a/CustomerNotes/Walmart_Luminate.md b/CustomerNotes/Walmart_Luminate.md index a4bbf9bf..864e5c2b 100644 --- a/CustomerNotes/Walmart_Luminate.md +++ b/CustomerNotes/Walmart_Luminate.md @@ -130,3 +130,25 @@ Questions from Stephanie: Looking for a June 1st launch. First Wednesday of June. June 7th hard deadline. Material Design icons Jessica isn't aware of how detailed we can customize things. Maybe send her screenshots? + +## 05/25/2023 + +Needs for modal on entry: Property Boolean, info? + +Design: + +* Ask Dashboard or How to Course (Intro To luminate in drafts) +* Make up the design so it stands out. + +Info to ask: + +* Company + +List from Stephanie: + +* Time estimates from Kaitlyn. Added in Automation! Checkmark! +* Articles: Get rid of progress bar. Continue button should skip EOC screen and bring them to this [Dashboard](https://walmartluminate.northpass.com/app/dashboard) +* On search, when you have a property in results, it shows the templated code, not what the code should be rendering. + Sanitized search. +* She doesn't love the learning path cover page. Send learning path examples of a more minimal design. +* Add categories tag to search results boxes. diff --git a/CustomerNotes/Wildhealth.md b/CustomerNotes/Wildhealth.md index cfdd08b6..57c16ef0 100644 --- a/CustomerNotes/Wildhealth.md +++ b/CustomerNotes/Wildhealth.md @@ -180,7 +180,7 @@ DONE: Submit ticket for font changes & iFrame the calendar. ### Certs for Completion of Courses in Group -TODO: Create "hidden" course where a cert will live. Submit ticket for course to show up only after all 10 courses in PM Fundamentals group is complete. +DONE: Create "hidden" course where a cert will live. Submit ticket for course to show up only after all 10 courses in PM Fundamentals group is complete. DONE: Ask Product about custom certs for Enterprise. Wild Health needs it for accreditation/legal healthcare reasons. Education Portal > PM Fundamentals Group > Must complete all courses. Date for custom cert: end of month, if possible. If not 2-3 months. @@ -198,3 +198,4 @@ This previously worked. Updated Abby on LPs, Certs, eCommerce and road map TODO: Get Abby a list of requirements for design of certs +TODO: Create Assignments Analytics for Google Sheets. diff --git a/CustomerNotes/Zenjob.md b/CustomerNotes/Zenjob.md index 47cedfd3..eb6d6812 100644 --- a/CustomerNotes/Zenjob.md +++ b/CustomerNotes/Zenjob.md @@ -54,6 +54,6 @@ Ideal information in Salesforce: ### Design Changes & Tickets DONE: Added a new group to homepage's access. -TODO: Submit tickets from [this page](https://docs.google.com/spreadsheets/d/1kV93XzZuXTbIrh4HfqhZoFwGvBhNxCRZTC36eBqxaV0/edit#gid=0). Specifically: Static Banner (140), Popup (120), And Embed the Website (124). +DONE: Submit tickets from [this page](https://docs.google.com/spreadsheets/d/1kV93XzZuXTbIrh4HfqhZoFwGvBhNxCRZTC36eBqxaV0/edit#gid=0). Specifically: Static Banner (140), Popup (120), And Embed the Website (124).