swift

CustomerNotes.md

@@ -203,6 +203,14 @@ Molly should not have access to course Marketplace
 # DoubleVerify 
 - google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False)
 
+* Request from Rachel for Custom Report via Looker
+·       Date Range: Last 30 Days
+·       Learner Name
+·       Learner Email (please exclude anyone with an @doubleverify.com email address – looking for non-DV team members only)
+·       Course Progress
+·       Course Name 
+
+
 ## Demo with Mark Protus
 Integration with LI Learning
 Wants to stay within LMS and consume LinkedIn Learning content 
@@ -784,8 +792,7 @@ Andre in that meeting aswell
 # SPS Commerce
 
 ## Todo Lists
-
-- [X] Check in on workflows in a few weeks
+[X] Check in on workflows in a few weeks
 - [X] Connect Kayla and KJ for Analytics sync
 - [ ] Ask if we can do a Trial of Enterprise Workflows 
         Hard to make a call on the value 1. on the internal use, as it isn't totally needed and 2. see how they want to connect  external systems. 
@@ -1487,6 +1494,16 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
     * [ ] https://TBD.TBD.com
 * [X] Remove Learning Paths from Templates (Homepage + Subnav)
  
+## Meeting with Meesha & Sara re: Workato
+    * Meesha's Goal - best way to implement Northpass?
+    * Best Practices - What's going to work for them?
+    * Ideal usage of Data?
+        * Someone engages with that piece of content
+        * Marketo Tracks a course completion - Success! 
+        * Katlin also wants to trigger an email for someone that starts a course but doesn't complete
+        * Lofty goals? Not yet, most will be on the marketo side
+        * Setup customer MQL
+    * 
 
 # Happy Culture
 
@@ -1533,9 +1550,15 @@ Current Issues:
     * Separate Instances for Internal Side & External Side
     * Lessonly Contract Expires on October 4th
 
+Katie & Lizzy never want access to the Pals side 
+People should be in isolated instances 
+Care center vs Pals
+
+ADP Integration - 
+Okta SSO - Ted, Security Team 
+
 # Nana
-* [ ] Send template blog, and academy screenshots
-* [ ] 
+* [X] Send template blog, and academy screenshots
 
 # Meeting with Steve regarding my Accounts
 
@@ -1570,4 +1593,4 @@ Current Issues:
     * Finds it very cumbersome 
     * Acquired by LivePerson - apparently LivePerson acquired a bunch of health companies
 * Next Batch: Another Person from Talkspace, DeptAgency 
-    * 
+    * :