Finalized Confluence Script and Started Skuid

This commit is contained in:
Norm Rasmussen
2022-11-22 17:13:39 -05:00
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CustomerNotes/Artera.md Normal file
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## 11/21/2022
### Meeting with Emily, new Lead
Jackie is the main teammate in Northpass. Emily has questions about our relationship with Northpass, etc.
Used to be a thought industry user - she loved them
Bi monthly meetings - starting in January - Emily, Jackie, Sally (Optional)
Which days are best? Wed/Thursday
Partnership team
Other questions and known issues:
* What product plan do they have?
TODO: Change Jackie the owner to schools. Add Emily and Sally to distribution list.
Jackie is the goto! Emily & Customer Education is the main use case.
Issues other people were having:
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.
TODO: * Auto activation with learners is not working. Fake user - Jackie Arthur, jarthur+25@wellapp.com is the fake users name.
Post-Meeting Notes:
* They have four instances: Meditech, LearnWELL, GrowWELL, WELL Health Partners

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@ -35,7 +35,7 @@ How it is currently setup:
- Hubspot form on website, someone fills out the form
- Form fills associated with campaign in Salesforce
- In SFDC, he only gets when someone is registered for a course, no completed
- Campaign structure is based on course name
- Campaign structure is based on course [name](2022-11-21_name.md)
Registration page - embed a hubspot form?
Hubspot is just for marketing

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* TBD on if that group should be deleted
*Appcues for Austin* - Austin needs to check in.
## 11/22/2022
### Appcues, Analytics & Learning Paths, Hubspot Opt-out Button
* Alexa asked about Quizzes and Surveys in Northpass and who integrates well.
* Wants to survey people both in and out of Skuid Skool. Sometimes the link will be in and out of the LMS.
* 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.
* Last requirement: multiple scheduling feature. A doodle type feature _in_ the survey.
* 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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1. People attest that they are seeing clients
2. Get Access to Compliance Courses
## 11/22/2022
### Weekly Sync
Angel/Jenna meeting with Integrations person. Follow up next week.
TODO: Schedule Brainstorming session with Molly and Taylor for automating the Fountain > Compliance Courses.
Amanda: Course setup as linear, Course example: B2B Introduction to B2B.
TODO: Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to.