diff --git a/Custom_Templates/customer_templates/Headway/_training_session_cta.html.liquid b/Custom_Templates/customer_templates/Headway/_training_session_cta.html.liquid index 45e18a37..ce93e5a0 100644 --- a/Custom_Templates/customer_templates/Headway/_training_session_cta.html.liquid +++ b/Custom_Templates/customer_templates/Headway/_training_session_cta.html.liquid @@ -23,7 +23,7 @@ {% if training_event.title contains "Clinical Office Hours" %}
- + diff --git a/CustomerNotes/Chubb/Chubb.md b/CustomerNotes/Chubb/Chubb.md index eb06b82a..06d3f4ed 100644 --- a/CustomerNotes/Chubb/Chubb.md +++ b/CustomerNotes/Chubb/Chubb.md @@ -8,6 +8,7 @@ * They know what they want! Steve made a mock up. Catalog page: + * Liked the Bubbles on Pipedrive * Sidebar like Omnisend * They have levels like beginner, expert, etc @@ -24,12 +25,11 @@ Catalog page: ## 1/25/2024 -### Post-launch! +### Post-launch Correct Cert URL: `https://chubb.northpass.com/app/certificate/d5f601c5-5677-4177-9cc3-4041c8030290` TODO: Ask Marek about custom LP notifications and adding a cert URL. {{ certificate.url }} --> is this possible? - Learning path strings together )completion page button) custom learning path button end of course screen @@ -40,3 +40,44 @@ custom learning path button end of course screen Sunay & Frank Questions: * Is Northpass on a shared tenancy model? + +## 02/29/2024 + +### SSO Updates & Success Plan Questions + +* Remediation plan is needed for SSO +* Almost ready with SSO stuff. +* Moving through internal documentation today +* Tentative Launch Date: March 8th +* Steve testing Group provisioning with Felipe. +* Steve to reach out about group creation. At most, 10 groups. +* Trying to figure out how to segment agents for grouping. +* Employee training is a "nice to have" and they are free to take as many courses as they want. +* Helps them be aligned with agents + +Data and Analytics: + +* Once SSO is setup, Steve will be pivoting to data pass through to Chubb. +* Ask Travis id Analytics Extracts was included. +* Data lake is currently being filled. +* Looking at [Axway](https://www.axway.com/en) for connecting our systems. + +Kim & what CISA is looking at from a high level: + +* Agents completing courses and Data +* Data they need: + * Who is not completing courses + * 90 email journey - 30+ emails + * Emails for register for training + * Other emails directing agents to courses + * GOAL: Complete an entire LP based on their appointment. + * If they don't, they lose their Chubb appointment title. + * Very uncommon for people to have both Personal and Commercial - usually one or the other +* Wants to understand inactivity nudges +* Agent status - Independent Agents & can sell Chubb products but also competitors products. + +Questions from Jenelle: + +* What date do they use to start counting the 90 days? Assignment date? Email journey deployment date? + +Jenelle will be working on generic courses - communication skills, intro to insurance, etc. diff --git a/Todos.md b/Todos.md index 9660a7e2..9779953a 100644 --- a/Todos.md +++ b/Todos.md @@ -36,13 +36,13 @@ - [X] No name for Kim and Jenelle, but exists for Steve. Could be based on Display Name? FEAT: Transcripts page - Clickable courses, Export of table "proof for learner", Last activity/last progress. - [ ] Send Sophia an overview of catalog & include Courtney on email as soft-intro. -- [ ] Update End of Quiz Screens for Courtney at BigIdeas Learning. +- [X] Update End of Quiz Screens for Courtney at BigIdeas Learning. - [ ] Submit ticket for MATTR's requests: full-screen SCORM, progress bar not showing everything ## 02-23-2024 - [X] HackerRank - Publish and force retakes on all courses in their LP. -- [ ] Move HackerRank to old publishing. +- [X] Move HackerRank to old publishing. - [ ] Anthology - Test products on Dashboard with *only* Line images and Text product. - [ ] Anthology - Add Properties Updates to CSV Workflow. @@ -65,3 +65,21 @@ FEAT: Transcripts page - Clickable courses, Export of table "proof for learner", - [ ] Walmart: Back button from overview page takes a while to respond. - [ ] Mattr: Research [Avner's Slack message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?thread_ts=1709081535.497109&cid=C04RER4PH09) on how they can grade a coding assignment in or out of CE. + +## 02-29-2024 + +- [ ] Renewal Tracker Tasks - start with Q2: + - [ ] Meet and tell CSMs. + - [ ] CSMs to enter at least one above the line contact - if multiple, choose highest + - [ ] Assign buddy as per Kat's message. Buddy's do not need to be notified. + - [ ] Buddy is to ask for renewal sentiment. "Is there anything we need to be aware of for renewal?" Check LinkedIn for contacts. + - [ ] Q2 finished by second week of March to give us enough time to plan/react --> Q3 - let's focus on getting these out by end of March --> Q4 - End of April + - [ ] Standard ghost follow up every 2 weeks. +- [ ] StopItSolutions, change button destination depending on property. Code block below is how you'd run it after page load and where the custom property lives. +```html + +```