diff --git a/Assorted_Notes/Pulse2024.md b/Assorted_Notes/Pulse2024.md new file mode 100644 index 00000000..e6e8509a --- /dev/null +++ b/Assorted_Notes/Pulse2024.md @@ -0,0 +1,23 @@ +# Notes on Offiste + Pulse 2024 + +## Offsite + +*CSM/Project Manager Role* +* Example from CS CSM: + * GS: "We just had a meeting and showed them the risk management framework! They will start using it." + * 2 months later + * Client: "Yeah we never implemented it." + * CS is facing similarity to other products trying to self-serve. + +## Future of CS +* Most popular selection was 1 CSM and 1 CSSC + +What do we know works? + * Missed that slide + +We need to decouple CS from the other Emerging Products. Right now, CS is the focal point and "leader" for the multi-product customer. How can we change that so the appropriate product is the leader? + +Scorecards for CE Data. Community first-pass MVP Example: +* Number of contacts that have registered for Community +* Number of Questions or Articles they have generated +* Number of Product Ideas that they are submitting on behalf of that client. diff --git a/Custom_Templates/customer_templates/Cin7 Customers/_cards_course.html.liquid b/Custom_Templates/customer_templates/Cin7 Customers/_cards_course.html.liquid index 59a9f1d3..a820220b 100644 --- a/Custom_Templates/customer_templates/Cin7 Customers/_cards_course.html.liquid +++ b/Custom_Templates/customer_templates/Cin7 Customers/_cards_course.html.liquid @@ -9,8 +9,9 @@ /> {% if course.ribbon %}
+ {% elsif course.ribbon == "Core"%} style="background: #05CBBF" + {% else %} style="background: #213343" + {% endif %}> {{ course.ribbon }}
{% endif %} diff --git a/Custom_Templates/customer_templates/G2/_course_progress_and_cta.html.liquid b/Custom_Templates/customer_templates/G2/_course_progress_and_cta.html.liquid index 8e6f0b3b..b50d0b92 100644 --- a/Custom_Templates/customer_templates/G2/_course_progress_and_cta.html.liquid +++ b/Custom_Templates/customer_templates/G2/_course_progress_and_cta.html.liquid @@ -17,7 +17,7 @@ {% if course.enrolled? == false %} {% t shared.enroll %} {% elsif course.started? == false %} - {% if course.id == "1d10edc4-6414-4707-891b-8daab9927070" %} + {% if course.name contains "Resource Kit" %} Explore this Kit {% else %} {% t shared.course.start, key: current_school.course_vocabulary %} diff --git a/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_roles_dropdown.html.liquid b/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_roles_dropdown.html.liquid index 4aba7d32..98ddf1bc 100644 --- a/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_roles_dropdown.html.liquid +++ b/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_roles_dropdown.html.liquid @@ -6,9 +6,8 @@ required > - - - - - + + + + diff --git a/Custom_Templates/customer_templates/Sandata Learn/login.html.liquid b/Custom_Templates/customer_templates/Sandata Learn/login.html.liquid index bde185dd..33776909 100644 --- a/Custom_Templates/customer_templates/Sandata Learn/login.html.liquid +++ b/Custom_Templates/customer_templates/Sandata Learn/login.html.liquid @@ -47,6 +47,12 @@ {{ current_school.request_access_label }} {% endif %} + + Click here for Support + diff --git a/Custom_Templates/customer_templates/Sandata Learn/sign_up.html.liquid b/Custom_Templates/customer_templates/Sandata Learn/sign_up.html.liquid index 7a903da4..ed8384df 100644 --- a/Custom_Templates/customer_templates/Sandata Learn/sign_up.html.liquid +++ b/Custom_Templates/customer_templates/Sandata Learn/sign_up.html.liquid @@ -65,7 +65,13 @@ > {% t .terms_link %} - + + + Click here for Support + diff --git a/Todos.md b/Todos.md index 5ca17837..54bb6815 100644 --- a/Todos.md +++ b/Todos.md @@ -273,13 +273,13 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th - [X] DoorDash - how are they sending out notifications for new training? Ask Travis. [ITERABLE] - [X] Cin7 - Email Courtney with these questions re: Academy Changes - [X] Homepage carousel: Core shows LPs & Deep Dives, Omni just shows category carousel. What should multi-prod show? (Omni/Core Courses are separated at the carousel level, we cannot show both types of courses in a single carousel) - - [ ] Williams-Sonoma - Custom report in Looker with last login time. + - [-] Williams-Sonoma - Custom report in Looker with last login time. ## 05-01-2024 - [ ] Volt - Let Dan know when a sample of the publishing webhook is available. - - [ ] Sandata - Add to workflow --> if learner selects `admin` in form, assign EVV Agency Administrator Training role. + - [X] Sandata - Add to workflow --> if learner selects `admin` in form, assign EVV Agency Administrator Training role. ## 05-03-2024 @@ -290,3 +290,14 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th ## 05-06-2024 - [X] Swift - Update Header Template with Transcript and send to Kayla. + +## 05-20-2024 + +- [ ] Datasnipper - send Dirk list of needs for next week +- [ ] Update Notes for Glassdoor, tell Tracy to email thank you +- [ ] Scheduled time with Oli for Slido +- [ ] Enter Slido notes +- [ ] Sandata - Is there an API endpoint for listing the courses within a Learning Path? +- [ ] Cin7 - Badges: + - [ ] Move Badges logic from employee instance to Customer/Partner's Instance + - [ ] Add the two custom badges to Partner/Customer instance (see Gustavo's email)