363 lines
14 KiB
Markdown
363 lines
14 KiB
Markdown
# CSM Kick-off (No Patrycja)
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## Notes from Charles prior to Meeting
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**DataSnipper** - Intelligence Audit Platform
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**Current:** Live ILTs (12 Hours per Week)
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**Pains:** Scale, Timezones, Language, Pace, etc.
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**Goals:**
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- Provide Scalability w/o Adding Team Members
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- Reduce Manual Hours of Training
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- Eliminate Discovery of Progress
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- Better User Experience
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**Timeline:**
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- Phased Launch:
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- v1 - Basic Course (relatively quick)
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- The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
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- Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
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- Webinars will be big component for them tho so just keep in mind
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## Attendees
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- Gabriele, Candide, Dirk, Sangeetha, Rachel
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## Teams
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- A ton of ILTs
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- Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
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- Tech-touch approach
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- Gabriele is siloed, this is for new hires
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## Goals and Info
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- First users in early October
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- Data: at least understand how many people are going through the courses
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- Data should be available in Hubspot
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- They are also looking at CSPs.
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- Have refined the ILT approach, so they are good at it.
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- Began with 1:1 training which was too heavy for the team.
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- That approach won't go away, but how can they supplement with asynchronous learning?
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- Content of the larger session is pretty well defined
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- Larger session and then that session is split into two
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- Pace and speed of the sessions - there's a ton of content
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- Feedback: the middle bulk of info is missed because that is the most technical
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- Automation feature is hard to understand.
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- Everyone is currently getting the same training, but this is a good opportunity to split people up.
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## Where are they?
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- Where do I fit into implementation and on-going support?
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- What's best for Patrycja vs me? When should they go to both?
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- Advice on how content is structured
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- Creating interactive and content that can be scalable
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- How to sequence the training over time?
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- Communications - what's best? How to share new content? How to update their progress?
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- Gabriele: he wants to understand data sync - not just from Northpass out, but back in?
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DONE: 930 am on Mondays for the standing meeting.
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- Gab and Dirk talking this week about personas.
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- One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!
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## 09/25/2023
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### Remaining Sync Items
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Communications deep dive - sender address, footers, options, etc.
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- Gabriele's topic
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- Communications into two "tracks", and within those tracks there are always two tracks
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- Standard onboarding > two macro tracks - high and low performing
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- Comms to announce that learners are registered > main POC on client side
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- Comms with learners about the registration
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- Everything will be triggered based on health --> What does that mean?
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- Broad health categories, if a client falls within a range.
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Overview from Dirk:
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- Content furiously being prepared over last week
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- Content outlines completed
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- Iorad and videos will be completed.
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- First course draft will be completed this week.
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- Internal testers + Norm
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Remaining Items:
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5. Presentations uploaded losing Font formatting, and the page-by-page setting does not seem to set for all users
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- Jost for regularly and Jost Medium for headings.
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- Presentation specifically, default to paginate, not scroll.
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- Change default functionality.
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- Making a file available in the same page as video activity rather than as separate activity
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- Hubspot link within "additional information"
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ILTs & Timezone
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- Local Timezone not showing
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FEAT: Can activities or sections be leveraged across multiple courses --> Feature Request
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In addition: activate or deactivate activities based on a property.
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## 10/03/0223
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### Patrycja to provide updates at meeting
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- Dirk and Sangeetha only two DS people to join.
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- Candide to join late if her other meeting cancels.
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**Design Updates:**
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- A ton of progress on the designs and everything is looking good.
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- Patrycja to sync with the engineer later today
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- Opened the floor to questions from Dirk. His questions:
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- Adding a language toggle for content. Leverage in-built Google Translate for browsers.
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- Patrycja mentioned that Google Translate or AI don't work
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- But, apparently, Charles showed them something on a demo at the CSS layer. Need to confirm with Charles.
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- Update Course Viewer to be more like the Course page. Feels like you're moving to another system between course page/LX.
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- There was one shared in Figma - Growth tribe.
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- Dirk showed some examples:
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- They want the TOC to remain on the same side in both LX and Templates. No strong preference to R or L side.
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- Video/Wistia colors are a different blue. Make them DS blue.
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- Header should be same in and outside of LX.
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- Dirk doing deep dive tomorrow morning on what the changes are and will send them over.
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- Patrycja reminded that this was a work in progress, things will be wonky and be updated over time.
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- Questions about Badges - he said he couldn't find them and Patrycja chuckled and let him know that its totally custom.
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- Dirk has some designs, but only one was added to Figma.
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- Internal discussions on the number of activities per course. Some DS people adding a ton of activities.
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- Dirk wants to add time next to section or activities for estimated time to complete
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## 10/10/2023
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### Sender Domains, Milestones, and Custom Domain
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| Record Type | URL | Value|
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|----|----|----|
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| CNAME | np._domainkey.datasnipper.com | np.domainkey.u1860655.wl156.sendgrid.net |
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| CNAME | np2._domainkey.datasnipper.com | np2.domainkey.u1860655.wl156.sendgrid.net |
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| TXT | datasnipper.com | northpass-domain-verification=9e3afad8d68c30cc9c50e8a02afda447 |
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TODO: Add logo to Footer
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Design:
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- Grey-out badges should be more opaque/faded
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- Fix Links in header
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- Add Resources Description on button.
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- Learner preview shows blank page - no header, footer, etc.
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Candide to connect Norm to Gabriele Pipo & IT to help set up the custom domains for email and URL.
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## 10/16/2023
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### Just Dirk
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Notes:
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- Gabriele's launch is at the same time as Dirk's
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- Dirk wants testers in the academy this week.
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- Dirk to ping Daniel about sendgrid sectors
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- Iorad relationship has been great! Did some training with the team lately.
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- Heads down on course content
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- Big thing for Dirk:
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- Get a live environment to have people begin testing
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- Hide the following pages:
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- Learning Paths
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- Catalog
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- "What's next in Intelligent Automation"
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- ILT Cards - Remove descriptions because they don't have consistent copy for each ILT:
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- Unsanitze HTML
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- 4 lines, then ellipses
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- Font size is good
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- For specific webinars, they will be attached CEUs and "attendance time".
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- They also want to collect how many polls an attendee answers in the zoom.
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- Auto opens section of current activity.
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## 10/23/2023
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### Monday Sync
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- Patrycja successfully reminded that design items are to go to her, not me.
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- Item for agenda: figure out technical email domain stuff.
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Few items from Dirk:
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- Signature event in NYC, Tuesday afternoon.
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- Academy is going to be announced!
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- Will also be shared on LinkedIn
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- Trigger people to want to try it out.
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- How will these people ask for access?
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- Key steps: group for each customer
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- Initial Hubspot flow from Sushant
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- Learning Path must be in the group!
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- Dirk will want to explore best analytics dashboards for a launch.
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- Imp managers may reach out to CSMs to see who is ready
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- If clicking on link from LinkedIn - no enrollments, one catalog course (tips and tricks).
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- Prospects will be at the event too.
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- Showed him open access - and auto-group provisioning
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- Kaitlyn to update the SG sectors for domainkeys.
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- Make the docs available in Hubspot
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- Remind Charles about Translation in course viewer.
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## 10/24/2023
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### Pre Event Details
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- Touch on Learning Paths Notification and Comms (Enrollment + Completion)
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- Changing My Courses into Courses with a My & Available section
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- Not sending Academy emails until later this week. Just announcing today.
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## 10/31/2023
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### Communications with Gabriele
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Stylize button for learning path notification & link
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TODO: Test current button with {{school.url}}
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Get UUIDs of Learning Paths for Gab
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Use Hubspot workflows for Learning Path inactivity nudges
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Ask about cloning NP courses into DataSnipper for DS implementation managers.
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Told him about embedding support articles.
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## 11/3/2023
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### Big Sync with Hande, Dirk, and Sushant
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- Accredible's "Shared on LinkedIn" button: <https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.credential.net%2Fd9c470f9-5726-4ebe-9106-5ee2a325a0c6>
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- Workato Link for DataSnipper Hubspot: webhooks.workato.com/webhooks/rest/bd1a1eb7-7e79-4208-a1db-8e9c7440bcc9/datasnipper-hubspot-flow
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## 11/09/2023
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### Hande, Dirk, follow up questions
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- A few remaining questions from Dirk to "move forward"
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- Not happy that LPs are for admins only
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- Ideally, we will get the Hubspot automation setup for client groups
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- However, some CSMs will need to come in and make some edits
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- Admins seem a bit overzealous
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TODO: Send Hande product roadmap items, communities, product updates
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TODO: Test archived courses URLs and if we get a 404 or 302.
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Action Items:
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- Auto group creation and assignment of Learning Paths via API.
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- Ask Sushant for payload, but they also temporarily have the Hubspot conversion team.
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- Want to run messaging out of Hubspot, but it's not clear how Hubspot shows who is/isn't enrolled.
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- TODO: Check with partners team for Hubspot logs and why progress isn't being sent to Hubspot. Dirk & Audit course.
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- Can the integration clean up old courses in Hubspot properties?
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- Hande wants to send email when someone is signed up to an LP. What does Hubspot data look like?
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- Email 1: Access to Learning Path
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- Email 2: Inactivity Nudge
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- Email 3: Badge/Course completion
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## 11/27/2023
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### Hubspot Workflow Updates
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Add all Hubspot properties as properties
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Also add "Product" property, this could be an array of items - HTML property
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Package always comes first.
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Ask Allyson about Zoom integration updates.... they aren't sure if they want to update webinars in zoom & Northpass.
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## 11/30/2023
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### Justin and Dirk
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Justin is on Candide's team but unable to make it.
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Manager permissions continue to be an issue.
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## 12/12/2023
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### Mapping for Workato
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| -- | -- |
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| Packages in HubSpot | Learning Path |
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| Enterprise | Introduction to DataSnipper - Enterprise |
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| Professional | Introduction to DataSnipper - Professional |
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| Basic | Introduction to DataSnipper - Basics |
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| Advanced | Introduction to DataSnipper - Professional |
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| N/A | Introduction to DataSnipper - Professional |
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- Basics LP: f708a9c9-9fb4-460f-9f79-5be9579854b4
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- Professional LP: af8e387e-203f-42a2-9117-2e9ff14d5115
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- Enterprise LP: f19bc248-c430-4781-beef-b3ba4f377bac
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## 01/24/2024
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### Internal Academy Planning
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Working backwards - this is a re-implementation
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Ideal launch - March 1st
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Only 1 or 2 courses will need to be cloned over.
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TODO: Transfer External Academy templates to internal academy
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HRIS: HiBob
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## 2/23/2024
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Azure SAML Fields --> we had to turn off SSO for Alexandra to release courses.
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Identity Provider Sign Sign-on URL: https://login.microsoftonline.com/43f1ba74-0140-48d7-9ded-17e6e43a6ef6/saml2
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Identity Provider Issuer: https://sts.windows.net/43f1ba74-0140-48d7-9ded-17e6e43a6ef6/
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X.509 Certificate:
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```
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-----BEGIN CERTIFICATE-----
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MIIC/TCCAeWgAwIBAgIICHb5qy8hKKgwDQYJKoZIhvcNAQELBQAwLTErMCkGA1UEAxMiYWNjb3Vu
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dHMuYWNjZXNzY29udHJvbC53aW5kb3dzLm5ldDAeFw0yNDAxMTUxODA0MTRaFw0yOTAxMTUxODA0
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MTRaMC0xKzApBgNVBAMTImFjY291bnRzLmFjY2Vzc2NvbnRyb2wud2luZG93cy5uZXQwggEiMA0G
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CSqGSIb3DQEBAQUAA4IBDwAwggEKAoIBAQC3pDZdJ5acwD/5ysfZRt+19LTVAMCoeg9AWqxG1WTE
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bh7Jqac2VOXcNrTtBCSOk8Rsugu2C0wjY+vSmU7vFT1/3iaFt8r9QnpjQpxbGHAoyQKCfNwU5AXh
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4f8AgIcs4pry8+2G1yms1wKaNuSxblNgFmLq4uEUvD8eyMY7GErRVoNadaLM1V6q/NUHSO31V2Z+
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GzpmiHL/VvZa6x1p3U2ZIrOELvggOOUhoWiKT9kkl20s6CgjA5lMtbQzVQqFGta2PsCNUKcT/MGK
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WgAKbUisgz8/KYTXRwknpYXPb16niDtfrnEIRTrMnmggWJu+TpwopwU0HsUWNt6FhWnDkHFVAgMB
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AAGjITAfMB0GA1UdDgQWBBQLGQYqt7pRrKWQ25XWSi6lGN818DANBgkqhkiG9w0BAQsFAAOCAQEA
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tky1EYTKZvbTAveLmL3VCi+bJMjY5wyDO4Yulpv0VP1RS3dksmEALOsa1Bfz2BXVpIKPUJLdvFFo
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FhDqReAqRRqxylhI+oMwTeAsZ1lYCV4hTWDrN/MML9SYyeQ441Xp7xHIzu1ih4rSkNwrsx231GTf
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zo6dHMsi12oEdyn6mXavWehBDbzVDxbeqR+0ymhCgeYjIfCX6z2SrSMGYiG2hzs/xzypnIPnv6cB
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MQQDS4sdquoCsvIqJRWmF9ow79oHhzSTwGJj4+jEQi7QMTDR30rYiPTIdE63bnuARdgNF/dqB7n4
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ZJv566jvbzHpfCTqrJyj7Guvjr9i56NpLmz2DA==
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-----END CERTIFICATE-----
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```
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Logout URL: https://login.microsoftonline.com/43f1ba74-0140-48d7-9ded-17e6e43a6ef6/saml2
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## 04-18-2024
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oAuth Azure Strategy Back up from Sandbox:
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Strategy in Super Admin: `oauth_azure`
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Client ID:
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* 3133d00c-5cc7-4a6c-8410-956a597cd494
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Secret Code:
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* MGU8Q~Wy.NIZ5b_WZ6kOzRSwkJgGBekXz.cSOa-b
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Auth Endpoint:
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* https://login.microsoftonline.com/43f1ba74-0140-48d7-9ded-17e6e43a6ef6/oauth2/authorize
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Token Endpoint:
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* https://login.microsoftonline.com/43f1ba74-0140-48d7-9ded-17e6e43a6ef6/oauth2/token
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API Endpoint:
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* https://graph.microsoft.com
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Issuer:
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* https://login.microsoftonline.com/43f1ba74-0140-48d7-9ded-17e6e43a6ef6/wsfed
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## 05-30-2024
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Health Scoring for DataSnipper
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* Started very sentiment based and everyone had a different sentiment
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* Zoom and CE bringing in data for new healthscores.
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* Zoom: if attendee, this improves score. Live attendee data being pulled.
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* All based on email domain - anyone with a domain can influence the health score
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* Courses: Enrolled or Completions
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* Health Scoring is strictly based on completions
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* Recent "middle step" of health score found some misalignments and found health scores are better than sentiment would lead them to believe.
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* Outside of client engagement, making the process more complex - activated in product, how many features being used, total activity numbers in use etc.
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* Ideally they would like to attach specific courses to features and track feature usage post course completion
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* Number of features being used has direct correlation to stickiness
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* KPIs are the health scores
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* Academy can negatively affect the score from the perspective if _no one_ accesses or completes a course.
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* 0-10, below 50% of people have completed a course, health score is 0
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## 08-06-2024
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Will be bringing on CC via Marketing. CE to be lead by Marketing. Dutch workforce contract - you get a month of holiday pay in July. Design stuff won't happen in earnest until the full handover happens. Dirk asked some questions about the flow of certain items in the academy.
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