Talkspace Custom Report

CustomerNotes/H1.md

@@ -2,52 +2,72 @@
 
 - Open Access might solve some of their issues
 - Reconsidering their relationship with Okta
-    - Okta tripled their cost and doubled the per person cost
+  - Okta tripled their cost and doubled the per person cost
-    - Okta authenticates their entire application and for internal use
+  - Okta authenticates their entire application and for internal use
 - This change will be the most pressing for when they decide
-    - Should be decided on within 6 weeks
+  - Should be decided on within 6 weeks
 - CSM team uses Catalyst
 - Sales team uses Salesforce
 
-* Haven't really used Northpass reporting 
+- Haven't really used Northpass reporting
-* They contractually provide a training system 
+- They contractually provide a training system
-* They need to figure out how to get the right training to the right people at the right time
+- They need to figure out how to get the right training to the right people at the right time
-* Smaller clients get 1 in person training, the rest via Northpass
+- Smaller clients get 1 in person training, the rest via Northpass
-* QBR show utilization or change - increase enrollments and actually starting the course 
+- QBR show utilization or change - increase enrollments and actually starting the course
-* They need to track if no one is logging in and how to reach out
+- They need to track if no one is logging in and how to reach out
 
 Within a month Marceline will have some additional information and it seems like good news for her (a promotion?)
 
 Next meeting: September 2, 2022
 
 Data that's important:
-* Quantitive is important, but not wholly 
+
-* Monthly avg users - if it decreases by 15%, bumps down to amber
+- Quantitive is important, but not wholly
-    * Only way the can talk out of that is Europeans on vacation
+- Monthly avg users - if it decreases by 15%, bumps down to amber
-    * Real reasons 
+  - Only way the can talk out of that is Europeans on vacation
-* Logging in every 30 days 
+  - Real reasons
-* Utilization health, stakeholder health, Monthly Usage 
+- Logging in every 30 days
-* Don't want to be single threaded 
+- Utilization health, stakeholder health, Monthly Usage
-* "Get well plan" 
+- Don't want to be single threaded
-* Are you creating successful relationships with others in the org 
+- "Get well plan"
-* CS Analyst that pulls platform analytics per clients
+- Are you creating successful relationships with others in the org
-* Utilization over the last 12 months in multiple graphs 
+- CS Analyst that pulls platform analytics per clients
-* Requirement: first week of the month to download and send it to client and open door for conversation 
+- Utilization over the last 12 months in multiple graphs
-* H1 uses full story, but some metrics are incomplete
+- Requirement: first week of the month to download and send it to client and open door for conversation
-* Ad blockers dont work with full story 
+- H1 uses full story, but some metrics are incomplete
-* Look for trends in data and utilization 
+- Ad blockers dont work with full story
-* Are ppl using a specific search more than others 
+- Look for trends in data and utilization
-* Favorite trick - ask for time on a team meeting 
+- Are ppl using a specific search more than others
-* Aggregate Support Article metrics 
+- Favorite trick - ask for time on a team meeting
-* Divide stakeholder relatinoships - 
+- Aggregate Support Article metrics
-    * Tech team
+- Divide stakeholder relatinoships -
-    * Neuro team 
+  - Tech team
-* Imp owns Tech relationship 
+  - Neuro team
-* CS owns user relationships 
+- Imp owns Tech relationship
-* AM owns revenue relationship
+- CS owns user relationships
-* Implementation & Delivery team
+- AM owns revenue relationship
-    * Imp manager is client facing 
+- Implementation & Delivery team
-    * Delivery is not client facing. Internally project focused 
+  - Imp manager is client facing
-* The best CSM doesn't always make the client happy
+  - Delivery is not client facing. Internally project focused
-* The best CSM keeps the client on track and within boundaries 
+- The best CSM doesn't always make the client happy
-*  
+- The best CSM keeps the client on track and within boundaries
+
+## 01/06/2023
+
+### Off-boarding Info
+
+A lot of hand off
+Metrics weren't great - happy about the new analytics/beta, but it wasn't communicated well.
+Ashlee's main POC was Paula.
+Analytics Feedback:
+I just want to know emails and who has finished the course. It wasn't a single button.
+The naming conventions weren't clear.
+Unclear what filters did what.
+Really liked Kaitlyn
+Analytics weren't intuitive for someone net new coming to Northpass.
+The main thing is northpass fell into the "nice-to-have".
+
+Metrics Records for H1:
+
+- Raw Data Dump
+- Support Team Training & Download

CustomerNotes/Walmart.md

@@ -277,3 +277,7 @@ Krystal: Content wise, the big push for new resources is happening right now for
 Krystal will need Cam's help to great gifs, just like we did last time. Jan 31st. Some screens are already existing, so Northpass was getting an error message.
 TODO: Give Cam a heads up to look through the drafts.
 Walmart to create course images.
+Chopping it up will require a lot more work on their end. They would have to add new endings to each video.
+It would be a cumbersome ask
+Identify differences in versions - grammar, content, etc. 
+Can we get a CSV of all activity names and body content 

Scripts/API_Tests/add_learnerprop.py

@@ -1,7 +1,7 @@
 import requests
 import pandas as pd
 
-csv = "/Users/normrasmussen/Downloads/ts_id_roles_test.csv"
+csv = "/Users/normrasmussen/Downloads/ts_id_roles.csv"
 apiKey = "18Zl2NAzWTE09FHbNEBngNOJO"
 baseUrlemail = "https://api.northpass.com/v2/people?filter[email][eq]="
 

Scripts/API_Tests/props_to_csv.py

@@ -0,0 +1,11 @@
+import requests
+import pandas as pd
+
+apiKey =
+
+def getProps():
+
+
+
+if __name__ == "__main__":
+    pass

Scripts/API_Tests/talkspace_google_api.js

@@ -0,0 +1,77 @@
+const sheet = SpreadsheetApp.getActiveSheet();
+const apiKey = '18Zl2NAzWTE09FHbNEBngNOJO';
+
+function getUuids() {
+  var sheet = SpreadsheetApp.getActiveSheet();
+  var numRows = sheet.getLastRow()-1;   // Number of rows to process
+  var dataRange = sheet.getRange(3, 3, numRows, 1);
+  var values = dataRange.getValues();
+  writeHeadings();
+  
+  for (email in values){
+    var row = values[email];
+    var email = row[0]
+    var api_url = 'https://api.northpass.com/v2/people/?filter[email][eq]='+email;
+    const settings = {
+      async: true,
+      crossDomain: true,
+      method: 'GET',
+      headers: {
+        accept: 'application/json',
+        'X-Api-Key': apiKey
+      }
+    };
+    const sendMsg = UrlFetchApp.fetch(api_url, settings);
+    var uuidResponse = sendMsg.getContentText();
+    var parsedata = JSON.parse(uuidResponse);
+    var uuid = parsedata["data"][0]["id"];
+    if (email != "") {
+      findRow(email, uuid);
+    }
+   };
+ };
+
+function findRow(email, uuid){
+  var sheetRow = SpreadsheetApp.getActiveSpreadsheet();
+  var data = sheetRow.getDataRange().getValues();
+  for(var i = 0; i<data.length;i++){
+    if(data[i][2] == email){ //[1] because column B
+      // Logger.log((i+1))
+      var row = i+1;
+      propstoSheet(uuid, row, email);
+    }
+  }
+}
+
+function propstoSheet(uuid, row, email) {
+    var uuid_url = 'https://api.northpass.com/v2/properties/people/'+uuid;
+    const settings = {
+      async: true,
+      crossDomain: true,
+      url: uuid_url,
+      method: 'GET',
+      headers: {
+        accept: 'application/json',
+        'X-Api-Key': apiKey,
+      }
+    };
+    const sendMsg = UrlFetchApp.fetch(uuid_url, settings);
+    var txtResponse = sendMsg.getContentText();
+    var parseProps = JSON.parse(txtResponse);
+    var role = parseProps["data"]["attributes"]["properties"]["role_type"];
+    var user_id = parseProps["data"]["attributes"]["properties"]["user_id"];
+    var paid = parseProps["data"]["attributes"]["properties"]["paid"];
+
+    // Write the Data to each row and column
+    sheet.getRange(row, 17).setValue(role);
+    sheet.getRange(row, 18).setValue(user_id).clearFormat();
+    sheet.getRange(row, 19).setValue(paid);
+    Logger.log(row + "," + email);
+  }
+
+function writeHeadings() {
+  // Write the new Column Headings
+  sheet.getRange(1, 17).setValue("Role");
+  sheet.getRange(1, 18).setValue("ID Number");
+  sheet.getRange(1, 19).setValue("Paid?");
+}