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Updated some todos and notes. Added Datasnipper. Archived old notes.

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Norm Rasmussen
2023-08-28 16:33:25 -04:00
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# Crayon
## 10/01/2022
### New Items
As of tonight
Crayon.co/Academy will no longer have a form
Crayon.co/Academy/Activator-Course - Form to course url
And then the same for architect
These should be course
Lets remove groups later
Current experience is press enroll and then start
how to refresh and auto enroll
look at pre-enroll populated links for post-launch
Conor to send sub head copy to update
Norm to send screenshot of home page with my name added
Can you look at group deletion? How can we enroll everyone in the group and delete the group
Send Conor how to find MCA and show only empty attempts
Conor off July 5-8
Conor off this Friday
November Launch of Last Course - Conor's goal
### Meeting with Will regarding Data flow
Everything flows into Hubspot
But not really into Salesforce
Salesforce is their main CRM
- Reps go into SFDC & Outreach
- Reps should know what course they have or haven't completed yet
- But wants this to be on the campaign level
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](2022-11-21_name.md)
Registration page - embed a hubspot form?
Hubspot is just for marketing
## 10/26/2022
### Contract Convo with Conor
*Two major things they need from our end*:
*December 5 (Monday), new course release
* Tentatively, EOD on the 2nd (Friday), flip the switch to allow people to start the course. If people enter the course over the weekend, that's okay.
* When a new learner accesses the home page, there is the "waiting list" for accelerator course. The waiting list button needs to change to access the course overview page.
* Crayon.co/course pages which all have their own landing/enrollment form.
* Austin set it up so that that page brings them straight to the course overview page.
* The same flow needs to be done for the accelerator course.
*They are currently filming for the accelerator course
* Conor just needs to know right now what me or Austin or I will need to create that special link.
* Do we have Accelerator badges? Norm to look in S3 and confirm with Conor.
## 03/03/2023
### Shannon, Customer Onboarding
Wants to use Northpass for customer onboarding. Async training is key. But each training might be unique per customer.
When a customer signs up, they identify the "power user" or POC. The academy would be just for the POC. Only 1-2 ppl per account.
Current 60 accounts in implementation. 60 day onboarding. Giving users only access for those 60 days.
Authentication is connected through zendesk.
After they have purchased, they can login through zendesk.
Content - is it all on Shannon? 2/3 ppl were IDs or Curriculum designers.
The manual lift is a concern.
Her main question is "what can we build?"
Learning Paths are important
Certifications
Is NP a one-size fits all? - No, we can customize per customer.
Segmentation would likely be based on their "play" - battle cards vs. boards.
Very few customers want to enable sales.
## 05/08/2023
### Onboarding
Custom Page - for onboarding
Get Jess and Shannon into sandbox
Custom page should have categories and groups.
Conor's focus this and next quarter: better provisioning of courses. Redesign. No new content.
Does Conor have any concerns with Jess and Shannon getting into this? Only with existing prospects that become
customers.
Categories - Onboarding, Product Type, etc
Groups - Customers
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