Gainsight/CustomerNotes/Wildhealth.md

WildHealth

07/01/2022

June/July until September notes

• - Connect KJ with Wild health for Analytics
• - Assign an SE for the Felix conversation

The patient/client shouldn't see a difference between Clarity and Northpass Can we provision grouping before activation? Northpass What if we wait for a webhook, then put them in a group?

Felix Scenario: Typical example Patient fills out 5 question form You will be assigned 1 of 5 challenges You first need to be invited Then activated Then assigned a challenges

Can we create a custom integration without zapier Make an API call? Yes they will create it themselves Email must be matching, or it will create a new account

Next Sprint or following - 2-4 weeks Daniel has been the WildHealth dev working on this

• Send documentation and endpoints (person created, person added to group)
• Will a user that gets activated count against their MAL? <-- No!

Diet -> disease specific -> autoimmune module 7 -> coaching philosophy

• Wild health academy - old publishing

• Shopify tips:

  • Flow of Emails - Receipt + Invitation (this one lags)
  • Discount is on the last page, tell people to wait
  • Shopify's customer service isn't the best, so be diligent
  • Know your ProductIDs
  • One Product per Course

• Modules 1-12 combined into a single course, moved to the Education Portal - not possible. It slowed down the entire system because of too many modules.

10/17/2022

Flupdates on Shopify Integration

• The big change for Northpass is the release date of courses from Monthly to Bi-Weekly
• They want the intro course to be available as soon as someone signs up, regardless of sign up date.
• Kaitlyn is grabbing all IDs for courses 1-12 and hiding them, until a certain date is reached.
• All other courses and IDs are shown immediately.
• Mike: the other main change other than cadence, is 1st and 15th release dates
• Groups: fellowship group (1st of every month > 1st and 15th), rolling admissions group (keeping rolling admissions as is. Not taking additional enrollees.)
  • Everyone who starts from now going forward, starts on Jan 1st.
  • Second course will be starting in July
• Do they need other Shopify products?
  • Kaitlyn to check. She needs to figure out what the "date" cut off is for adding people to the January vs July cohort cadence.
• There is also the Fundamentals Course, which will not be drip anymore, but all courses all at once.
• Workflow can be deleted (already done).

10/25/2022

Analytics Meeting with Trei & Abby

• Discuss self-got analytics, custom reports, Google Sheets automations
• Other items from Trei:
  • Live-hosted events + data:
    • Registrations and Attendance data
    • Abby: two iterations of webinars to students. Thursdays & ad-hoc coaching sessions
    • Additional group will be added based on this new group - coaching group & national board accrediting group
    • Send invitations and attendance to these groups and all through Northpass
    • Stopped using ILTs and now using an external/manual process
    • Optimal, assign events, not allow them to register
    • OR - recurring event one registration allows them to register for all events
    • Calendar: Google Calendar
    • Video Tech: Zoom
  • Submissions of recorded video content
    • Can the video submission be sent to faculty automatically?
    • They could give faculty access to Northpass
    • How are faculty mapped to assignments/courses?
      • Unsure as of yet
      • 30-40 students in this class
      • 3 faculty to be grading
• Spreadsheet is a good start (The Look)
• See if we can add in ILT & Submission Data
• Faculty would have to grade based on pass/fail

10/31/2022

• Abby PTO: November 7th - 18th

  • Confirm if Mike wants to have the meetings while Abby is out
  • Abby might add Trei to the meeting on the 14th to go over Analytics updates and the custom dashboard we are creating for them.

• Abby usually handles little IT issues like logins etc.

  • Should/Can she send them to NP Support?
  • Usual issues are if reset password doesn't work or a course is not accessible.
  • Assistant: Baeligh Moburley
  • All inquiries will go to Baeleigh first and then passed onto us.

• Anything I can do to help Mike? Nothing yet. He is pumped that Abby and Trei will be getting custom analytics.

11/14/2022

Jan 6th is first event Zoom Events - Hosted as Events where everyone can see each others faces

How do events affect user flow?

* Tue-Wed Coaching Sessions
* Mandatory
* Goal is accreditation
* These users will want to sit for a board
* Thursday Webinars, also mandatory, a person can only miss 6 hours of these.
* This is asynchronous vs synchronous content
* Attendance policy: if you miss, you can only miss up to 6 hours of synchronous content
* Videos will be uploaded after
* Students just have to show up and be present in the zoom to count as attended
* Small groups, speaking, faculty joining the breakouts etc
* Interns will be on that for taking attendance
* Wants to track the amount of time a person has attended

Certifications: * Are these course based?

11/28/2022

Document/Proposed Ideas from Mike and Abby

CMS/Resource Hub:

• Documents living in Northpass and then offered in a "resource center" in the Academy.
  • Sort of like a CMS?
• People need quick reference to something like an SOP while they are with a client or patient. Search is too slow. Resources lives in a folder and then accessible to the learners. Folders good for admin org, but available to learners as well.
• Where do the docs live right now? Google Drive, lots of overlap and duplicates. People can't access them quickly enough. It needs to be accessible via Search functionality as well.
• Learners use search all the time. Search needs to really help them arrive at their required resource.
• People are both searching and going to a "resources" tab and find the activity.
• They were unaware of the search functionality finding specific activities and the ability to go to that activity. DONE: Look into Templates and fix their search functionality. It should only show activities, not courses.

12/14/2022

2023 Planning

In a perfect world Northpass will host Just switched to Active Campaign for the drip emails. Manually via Gmail A few exceptions within the group The confusion with ILTs was the register button, the extra step, doctor's don't listen well. Ultimately, it doesn't matter if they register for it or not, because attendance will show if they have shown up. Register -> Remove completely. Underneath it would show "Please come back to this link at the start time and date." Best method:

DONE: Zoom Webinars/ILTs and Custom Comms.. DONE: Send Event Flow to Abby DONE: Deliver Trei Analytics.

01/09/2023

Sync with Mike and Abby

Back to ILTs & Webinars, embedding a Google Calendar Abby to get public calendar link. DONE: Pull search results from DD - as far back as possible. DONE: Improve Search for Activities - add description? Check with SE.

01/23/2023

Small Meeting - One Item

She noticed a font change and wants to change them across the academy.

Poppins - Headers, Titles Be Vietnam Pro - Body Public Calendar Link

Start with one instance and let Abby know. DONE: Submit ticket for font changes & iFrame the calendar.

02/06/2023

Certs for Completion of Courses in Group

DONE: Create "hidden" course where a cert will live. Submit ticket for course to show up only after all 10 courses in PM Fundamentals group is complete. DONE: Ask Product about custom certs for Enterprise. Wild Health needs it for accreditation/legal healthcare reasons. Education Portal > PM Fundamentals Group > Must complete all courses. Date for custom cert: end of month, if possible. If not 2-3 months.

WHAcademy: Abby fixed an embed issue but is trying to embed a different website, but it is showing Northpass. <www.wildhealth.com\education>. It is not working, it is just showing the DONE: Ask about embeds not working - not loading or just showing the current Northpass page in the iFrame.

WHAcademy again: DONE: Check out the "Sleep" course, Bear Chronotype image, rounded corners not working, they image is staying sharp This previously worked.

03/20/2023

Trei & Analytics

Updated Abby on LPs, Certs, eCommerce and road map DONE: Get Abby a list of requirements for design of certs DONE: Create Assignments Analytics for Google Sheets.

08/22/2023

• Sync with Bailey and Abby
  • Abby leaving and Bailey taking over.
  • Abby: "we have all the time in the world to get in honed, but we need to get it set up now for July of 2024."
  • They have already sold some January cohorts.
  • With learning Path and the ability to sell - coaching track would cost more than non-coaching
  • Both have precision medicine modules, coaching has additional modules.
  • Right now it is "ignore this, pay attention to this" and they want this separated. TODO: Ask about product codes for Learning Paths and selling Learning Paths
  • Question 2: Is there a way to set the drip pattern in a Learning path
  • 3 products starting next July that all need to be in Learning Paths.
  • They are hoping this new functionality allows them to sell in various learning paths.
  • Products: Coaching Track, Training Program, Self-guided (Precision Medicine of Fundamentals)
  • Open to other suggestions but the biggest priority is the consolidation of courses.

*** If it were to work: - Precision Medicine 1-12 in a Learning Path - Fundamentals are Carbon copies right now, with this transition they want to consolidate courses so they only have to update them once.

Trei on paternity leave until end of September. Analytics changes for 2024.