Finalized Confluence Script and Started Skuid
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CustomerNotes/Artera.md
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CustomerNotes/Artera.md
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## 11/21/2022
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### Meeting with Emily, new Lead
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Jackie is the main teammate in Northpass. Emily has questions about our relationship with Northpass, etc.
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Used to be a thought industry user - she loved them
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Bi monthly meetings - starting in January - Emily, Jackie, Sally (Optional)
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Which days are best? Wed/Thursday
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Partnership team
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Other questions and known issues:
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* What product plan do they have?
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TODO: Change Jackie the owner to schools. Add Emily and Sally to distribution list.
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Jackie is the goto! Emily & Customer Education is the main use case.
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Issues other people were having:
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TODO: * The comms was not updating. Specifically, an image. There is a ticket from there. November 3rd a ticket was sent. They need an update by Dec 15th.
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TODO: * Auto activation with learners is not working. Fake user - Jackie Arthur, jarthur+25@wellapp.com is the fake users name.
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Post-Meeting Notes:
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* They have four instances: Meditech, LearnWELL, GrowWELL, WELL Health Partners
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@ -35,7 +35,7 @@ How it is currently setup:
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- Hubspot form on website, someone fills out the form
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- Form fills associated with campaign in Salesforce
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- In SFDC, he only gets when someone is registered for a course, no completed
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- Campaign structure is based on course name
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- Campaign structure is based on course [name](2022-11-21_name.md)
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Registration page - embed a hubspot form?
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Hubspot is just for marketing
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@ -69,3 +69,11 @@ Ideally, two or three fields will be setup to talk to Hubspot, each one is for v
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* TBD on if that group should be deleted
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*Appcues for Austin* - Austin needs to check in.
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## 11/22/2022
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### Appcues, Analytics & Learning Paths, Hubspot Opt-out Button
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* Alexa asked about Quizzes and Surveys in Northpass and who integrates well.
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* Wants to survey people both in and out of Skuid Skool. Sometimes the link will be in and out of the LMS.
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* They also want to quiz and have more question and answer types - hotspot, for instance. I also let her know about matching in dynamic quizzes.
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* Last requirement: multiple scheduling feature. A doodle type feature _in_ the survey.
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* Their live trainings are scheduled via a consulting firm. So they are balancing multiple people's calendars. The consultants calendars are in the survey. Learners taking the survey.
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@ -170,3 +170,10 @@ Molly and Taylor want more control of the process. They are trying to remove Fou
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1. People attest that they are seeing clients
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2. Get Access to Compliance Courses
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## 11/22/2022
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### Weekly Sync
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Angel/Jenna meeting with Integrations person. Follow up next week.
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TODO: Schedule Brainstorming session with Molly and Taylor for automating the Fountain > Compliance Courses.
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Amanda: Course setup as linear, Course example: B2B Introduction to B2B.
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TODO: Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to.
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