From aeb811db4e73cdf09342684cc65097f6c8368633 Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Wed, 15 Nov 2023 21:54:33 -0500 Subject: [PATCH] Notes for Datasnipper, G2 and Walmart. Added Birchstreet. Small script changes. --- .../BigIdeasLearning/BigIdeasLearning.md | 5 - .../BigIdeasLearning/custom_css.html | 347 ++++++++++++++++++ CustomerNotes/DataSnipper/DataSnipper.md | 33 +- .../DataSnipper/hubspot-payload.json | 15 + CustomerNotes/G2/G2.md | 11 +- CustomerNotes/Walmart/Walmart.md | 14 + Scripts/API_Tests/Apikeys.py | 1 + Scripts/json-test.json | 15 + 8 files changed, 419 insertions(+), 22 deletions(-) create mode 100644 CustomerNotes/BigIdeasLearning/custom_css.html create mode 100644 CustomerNotes/DataSnipper/hubspot-payload.json create mode 100644 Scripts/json-test.json diff --git a/CustomerNotes/BigIdeasLearning/BigIdeasLearning.md b/CustomerNotes/BigIdeasLearning/BigIdeasLearning.md index a85213eb..2a757f04 100644 --- a/CustomerNotes/BigIdeasLearning/BigIdeasLearning.md +++ b/CustomerNotes/BigIdeasLearning/BigIdeasLearning.md @@ -392,8 +392,3 @@ DONE: Get Sophia a marketing number on usage increase between embedded and non-e * In the past they took way too long * Numbers need to be in by December -## 11/03/2023 - -### Check in with Sophia - - diff --git a/CustomerNotes/BigIdeasLearning/custom_css.html b/CustomerNotes/BigIdeasLearning/custom_css.html new file mode 100644 index 00000000..6d5ecb04 --- /dev/null +++ b/CustomerNotes/BigIdeasLearning/custom_css.html @@ -0,0 +1,347 @@ + + + + + + + diff --git a/CustomerNotes/DataSnipper/DataSnipper.md b/CustomerNotes/DataSnipper/DataSnipper.md index 2230bf89..8b66a046 100644 --- a/CustomerNotes/DataSnipper/DataSnipper.md +++ b/CustomerNotes/DataSnipper/DataSnipper.md @@ -219,28 +219,29 @@ Told him about embedding support articles. ### Big Sync with Hande, Dirk, and Sushant -* Accredible's "Shared on LinkedIn" button: https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.credential.net%2Fd9c470f9-5726-4ebe-9106-5ee2a325a0c6 -* Workato Link for DataSnipper Hubspot: webhooks.workato.com/webhooks/rest/bd1a1eb7-7e79-4208-a1db-8e9c7440bcc9/datasnipper-hubspot-flow +- Accredible's "Shared on LinkedIn" button: +- Workato Link for DataSnipper Hubspot: webhooks.workato.com/webhooks/rest/bd1a1eb7-7e79-4208-a1db-8e9c7440bcc9/datasnipper-hubspot-flow ## 11/09/2023 ### Hande, Dirk, follow up questions -* A few remaining questions from Dirk to "move forward" -* Not happy that LPs are for admins only -* Ideally, we will get the Hubspot automation setup for client groups -* However, some CSMs will need to come in and make some edits -* Admins seem a bit overzealous +- A few remaining questions from Dirk to "move forward" +- Not happy that LPs are for admins only +- Ideally, we will get the Hubspot automation setup for client groups +- However, some CSMs will need to come in and make some edits +- Admins seem a bit overzealous TODO: Send Hande product roadmap items, communities, product updates TODO: Test archived courses URLs and if we get a 404 or 302. Action Items: - * Auto group creation and assignment of Learning Paths via API. - * Ask Sushant for payload, but they also temporarily have the Hubspot conversion team. - * Want to run messaging out of Hubspot, but it's not clear how Hubspot shows who is/isn't enrolled. - * TODO: Check with partners team for Hubspot logs and why progress isn't being sent to Hubspot. Dirk & Audit course. - * Can the integration clean up old courses in Hubspot properties? - * Hande wants to send email when someone is signed up to an LP. What does Hubspot data look like? - * Email 1: Access to Learning Path - * Email 2: Inactivity Nudge - * Email 3: Badge/Course completion + +- Auto group creation and assignment of Learning Paths via API. +- Ask Sushant for payload, but they also temporarily have the Hubspot conversion team. +- Want to run messaging out of Hubspot, but it's not clear how Hubspot shows who is/isn't enrolled. +- TODO: Check with partners team for Hubspot logs and why progress isn't being sent to Hubspot. Dirk & Audit course. +- Can the integration clean up old courses in Hubspot properties? +- Hande wants to send email when someone is signed up to an LP. What does Hubspot data look like? + - Email 1: Access to Learning Path + - Email 2: Inactivity Nudge + - Email 3: Badge/Course completion diff --git a/CustomerNotes/DataSnipper/hubspot-payload.json b/CustomerNotes/DataSnipper/hubspot-payload.json new file mode 100644 index 00000000..9a127b15 --- /dev/null +++ b/CustomerNotes/DataSnipper/hubspot-payload.json @@ -0,0 +1,15 @@ +{ +"payload": { + "email": "sushant.raj@datasnipper.com", + "company": "Datasnipper", + "package": "test1", + "segment": "test1", + "industry": "test1", + "full_name": null, + "health_category": "test1", + "contract_expires": "test1", + "onboarding_stage": "test1", + "onboarding_end_date": "test1", + }, + "params": {}, +} diff --git a/CustomerNotes/G2/G2.md b/CustomerNotes/G2/G2.md index f3f77e11..ad69a42d 100644 --- a/CustomerNotes/G2/G2.md +++ b/CustomerNotes/G2/G2.md @@ -453,7 +453,6 @@ House keeping: * Core Onboarding - November 6th to see new enrollments. * Content isn't done yet - Buyer Intent, Content Onboarding - ## 11/06/2023 ### Numbers for Certs @@ -467,3 +466,13 @@ Katlin to present to this to Senior Leadership Team (SLT) Exciting news about metrics - Enrollments in G2U wasn't in their system. But they want to start tracking churn and G2U progress/completions. Erin to chat with Data team about other webhooks and data into their system (Looker/SFDC) + +## 11/15/2023 + +### Minor Updates + +TODO: Send new cert to partners team with new language - Core to Foundations +TODO: Update sectors in DNS records for sender mail. + +Certs were 146% over goal. +Certification push in January diff --git a/CustomerNotes/Walmart/Walmart.md b/CustomerNotes/Walmart/Walmart.md index 092a2293..2c999c33 100644 --- a/CustomerNotes/Walmart/Walmart.md +++ b/CustomerNotes/Walmart/Walmart.md @@ -907,3 +907,17 @@ curl --location --request POST 'https://firebasedynamiclinks.googleapis.com/v1/s } }' ``` + +## 11/15/2023 + +### Tech Call - Analytics + +* Ask Rob to follow up on the slack channel and API delays. +* Other topic: MyMetrics - Rob was proposing a new API + * Slight change in the requirement + * If someone clicks on the link, they should be directed to the course. + * Scope for Q4 is to just show 1 link in the MyMetrics page and that will go the course. + * They will _only_ be releasing the overview link. + * This will go to a course. + +Faisal UUID: 518512cd-c43e-4ed2-b9ed-0a7719ad947f diff --git a/Scripts/API_Tests/Apikeys.py b/Scripts/API_Tests/Apikeys.py index faec8c3f..845ca646 100644 --- a/Scripts/API_Tests/Apikeys.py +++ b/Scripts/API_Tests/Apikeys.py @@ -17,3 +17,4 @@ BIGIDEAS = "mgGWRtmhebC9xulTXeSohVtop" ZENJOB = "LIXqtHXEqcXHyN0EtezngnpzA" DATASNIPPER = "098Odf9CIkk4aQA1lW7tsa9k8" CHUBB = "m6ZEBesXzpWx2vmp11rEHxrMY" +BIRCHSTREET = "WpMV3jF4q9Om5FjUsrzZifduE" diff --git a/Scripts/json-test.json b/Scripts/json-test.json new file mode 100644 index 00000000..ce50be5d --- /dev/null +++ b/Scripts/json-test.json @@ -0,0 +1,15 @@ +{ "data": [ { "attributes": { "created_at": "2023-11-09T16:14:34Z", + "group_enrollment_link": "https://birchstreet.northpass.com/g/b8ae0c7ff0f4bb584c7c2fa387922d25b4180678", + "membership_count": 0, + "memberships_count": 0, + "name": "169", + "updated_at": "2023-11-09T16:14:34Z"}, + "id": "ae8808e9-eea5-4ccc-903f-3c142d287591", + "links": { "memberships": "https://app.northpass.com/groups/ae8808e9-eea5-4ccc-903f-3c142d287591/memberships", + "self": { "href": "https://api.northpass.com/v1/groups/ae8808e9-eea5-4ccc-903f-3c142d287591", + "methods": ["get", "delete"]}, + "teaching": { "href": "https://app.northpass.com/groups/ae8808e9-eea5-4ccc-903f-3c142d287591", + "methods": ["get", "put"]}}, + "type": "groups"}], + "links": { "self": "https://api.northpass.com/v1/groups?filter%5Bname%5D%5Bcont%5D=169"}} +