# AIIM

Workflows Demo

## 10/11/2022

* The user receiving the communications is an ex-employee and that should say it all
* They are okay with losing the subscription of that person
* Wants to explore workflows
* Launched their course with the password protected proctored test
* Quiz has 120 min timer, same with Proctor-U settings
* No failures is a good thing, they want everyone to pass
* Is thinking about integrating Zapier, Shopify, and Northpass. Learner's have to pay for a retake.
* Using Accredible for certificates.
* Accredible: make a group, make a certificate name same as group
* It does some funny things with dates
* Heavily using Workflows in Hubspot. Connected to Unific via Shopify
* Data: Bold to Shopify, Shopify to Hubspot. Hubspot becomes the main repo for all data. How to integrate Northpass?
* Getting large customer orders that can't go through bold, they go straight to Shopify. Managing expiration/join dates in a Trello card.
* Large customers are invoiced separately, bold can't do $0.
* She is just thinking about this, no engineering hours needed yet.
* The other item she wanted to talk about:
  * They just started using Services Hub
  * Wants to know other client use cases
  * Using typeform for reviews, but will start using services hub
  * Mostly to gather feedback
* What feature are they using Services Hub for mostly?
* Service Hub is a HUBSPOT product
* She got stuck on a workflow
* CIP Exam, it should trigger for all learners not just a specific one
  * But she is getting a trigger for "enter UID" which she doesn't want to do
  * This should be for everyone.

## 11/08/2022

### Monthly Sync with Georgina

* Setup an incredible workflow in Hubspot
  * NP activation link
  * Dropped into Hubspot > goes in contact field
* Wants to explore gamification and badging
* Self gratification
* Wants to mimic duolingo

## 12/20/2022

### Year End Review & 2023 Planning

Engagement is the big push.
FEAT: Amazon & AI type recommendations, Peer selling, FOMO course enrollment
More customers would be ideal, growth
Adding courses, bundling of Learning Paths
CIP is a big portion of their revenue, they want to add people and sell more CIP exams.
Better Leveraging the Hubspot integration

New President is only 2 weeks old but may have ideas

_Analytics:_

* Wishes she could jump into the person a bit more. Look at their "Journey". Self-serving with learner analytics for when they get tickets.
* More for Admins
* Pulling certain roles & attributes
* Being able to impersonate that person, or move them to complete when they are stuck. View what they see.

## 05/23/2023

Certs sends out credential name - it should share course/lp name instead of cert name
LinkedIn metrics for who has added the cert to their profile.
TODO: Send Georgina the pricing for OpenSesame.