Walmart Notes

CustomerNotes/G2.md

@@ -34,9 +34,9 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
 * [X] Remove events from Homepage
 * [X] Remove two buttons on homepage
 * [X] Marketo - workflows? What data into marketo that can come from salesforce?
-* [ ] Update ILT Reg Page
+* [X] Update ILT Reg Page
   * [X] Register Button Copy > Learn More
-  * [ ] <https://TBD.TBD.com>
+  * [X] <https://TBD.TBD.com>
 * [X] Remove Learning Paths from Templates (Homepage + Subnav)
 
 ## 09/02/2022
@@ -279,4 +279,17 @@ Buyer Intent: targeting people that have completed the course but don't have acc
 ### No real list from me
 
 Erin on vacation for two weeks in May. Middle to end of May - returns on the 21st.
-TODO: Get cert dimensions for her asap.
+DONE: Get cert dimensions for her asap.
+
+## 02/14/2023
+
+### Certifications & Previous Course Completions
+
+Grandfather people who have completed courses previously.
+
+They are writing two more courses:
+
+* G2 101 - Getting Started and Basics
+* Buyer Intent Integrations
+
+101 will go towards G2 Core Certification and BI will go towards BI Cert

CustomerNotes/Kiwi.md

@@ -24,7 +24,7 @@ Joey - asset manager, commercial and internal customer satisfaction. Ensures the
 Northpass is limiting her KPIs and ROI.
 She wants to know what our renewal options are. She was not specific about what she wants.
 She would like a new order form for the renewal.
-TODO: Give Joey & Miguel an updated order form with the new terms, they need it for their records.
+DONE: Give Joey & Miguel an updated order form with the new terms, they need it for their records.
 DONE: Send different pricing models - unlimited MAL, etc?
 
 They would like a discount in some way. Joey's KPI is cost per employee and said it is a "hard" KPI. I asked if this has to be a certain price for her to hit her KPI - she said she's not entirely sure how this price would factor into the price per employee. She mentioned something about a 20% discount, ideally.

CustomerNotes/Pipedrive.md

@@ -128,8 +128,8 @@ DONE: Check if we can update the sub-domain or if anything else need to be done.
 Genet: wants SSO users going into Northpass ASAP to reach the 11th deadline.
 
 Suggest that learn.pipedrive is the pre-reg open academy with SEO
-learn.pipedrive login page hosted on learn & clicking SSO directs to oauth.pipedrive.com.
-learning/sso pipedrive is closed from indexing and a non-logged in user will be brought to their oauth page.
+learn.pipedrive login page hosted on learn & clicking SSO directs to oAuth.pipedrive.com.
+learning/sso pipedrive is closed from indexing and a non-logged in user will be brought to their oAuth page.
 Pros:
 
 * This funnels SEO into a single domain, for easier management and metrics
@@ -137,3 +137,21 @@ Pros:
 * Other than the URL, learners have a seamless, smooth login experience. No one is paying attention to the domain name.
 
 If they change templates, this might be more complicated. Two sources of truth.
+
+## 02/14/2023
+
+### Workato - Segment
+
+Michael: Is Workato Server-to-Server?
+The main goal is to trigger things in segment from the FRONT END of Northpass - browsing courses, etc.
+Course completion and stats is also interesting, but the viewing is what is the most important.
+"The Success of this project will be gauged on the academy assisting more conversions in Pipedrive."
+
+How much:
+
+* New Traffic
+* Traffic from trial accounts
+* How many became new accounts
+* Are they interacting with new core-functionality
+* Have they added new users?
+

CustomerNotes/SwiftMedical.md

@@ -29,12 +29,13 @@ Someone clicks a general swift academy button, and gets brought to
 Turn on Workflows for Swift External academy
 
 Gabriel's Final Example:
+
 * A user in a group will have access to the catalog + group courses, correct? Yes!
 * There's no way we can give access to a group pre-activation
 * Best bet is to give them access to entire
 
 Questions to Kayla
-    * Why create after click? Why not activate someone when they sign on with Swift
+    *Why create after click? Why not activate someone when they sign on with Swift
     * Best course is webhook when activate
     * What other options do we have to activate people?
 
@@ -88,7 +89,7 @@ Kayla personal email: klambie@sympatico.ca
 * [X] Most/all Courses are 1 year expirations - all will be same length
 * [X] Learner completes course with milestone, after 1 year, recert course becomes available
 
-    * Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?
+  * Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?
 
 ## 11/29/2022
 
@@ -138,3 +139,9 @@ Broadly okay, but little things were wrong. Here were the items:
 We need to follow _her_ [figma](https://www.figma.com/file/TNZFsItrKSaKAVfGlt9DnJ/Untitled?node-id=0%3A1) to a tee.
 
 Her comments in [This Figma](https://www.figma.com/file/TNZFsItrKSaKAVfGlt9DnJ/Untitled?node-id=209%3A2&t=cF0MvFFWy1HmMTeZ-0)
+
+## 02/14/2023
+
+### Analytics Directly into Warehouse
+
+TODO: Send Chux information about encrypted endpoint, data definitions, etc.

CustomerNotes/Walmart.md

@@ -365,7 +365,17 @@ Notable moments:
 Lauren Doll is Krystal's boss.
 Krystal going on maternity leave on March 3rd. Lauren to be taking over. TBD for new flow with Lauren.
 
-TODO: Add first sentence from each description to the "additional information" for each course activity.
+DONE: Add first sentence from each description to the "additional information" for each course activity.
 
 Joanna - add arrow on each activity to show the driver that it is clickable.
 Northpass to wait until we have the official go ahead to make any changes.
+
+## 02/14/2023
+
+### Future Design Needs
+
+Krystal back in August - 6 months total.
+
+TODO: Add to monday: MJ, Lauren, Cassie, Travis, Nichole, Felicia
+Krystal to speak to lead designer to give Cam insight as to how they design their images, that will help Cam get "in the
+spirit".