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Gainsight/Todos.md

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Random Task

  • Date is the date the task as assigned.-

2/20/2024

  • Send exec-check in for Kat/Emily
  • Get understanding of Netradyne Enterprise pricing from Erica/Charles
  • Complete Lilas courses review
  • Get better understanding from Travis what was discussed in previous HackerRank meetings
  • Slack with Lila & Kat about remaining courses for review
  • Confirm with Mohammed the common requests
  • Send HackerRank marketing materials/one-pagers

2/21/2024

  • Begin design of Luminate Learning Path completion page
  • Test Weglot in templates for Datasnipper
    • Can we adjust where the button shows up?
    • Can we adjust dynamic elements that translate and are too long?
  • Update fonts & Continue button color for TripleSeat.

2/22/2024

  • Chubb Header dropdown - add space to FAQ
  • Submit feedback for:
    • Transcript page, Chubb online learning center - remove school & entire line
    • Check Fonts in table
    • Filters colors change - green highlight > Purple, and "clear all" blue > purple
    • No name for Kim and Jenelle, but exists for Steve. Could be based on Display Name? FEAT: Transcripts page - Clickable courses, Export of table "proof for learner", Last activity/last progress.
  • Send Sophia an overview of catalog & include Courtney on email as soft-intro.
  • Update End of Quiz Screens for Courtney at BigIdeas Learning.
  • Submit ticket for MATTR's requests: full-screen SCORM, progress bar not showing everything

02-23-2024

  • HackerRank - Publish and force retakes on all courses in their LP.
  • Move HackerRank to old publishing.
  • Anthology - Test products on Dashboard with only Line images and Text product.
  • Anthology - Add Properties Updates to CSV Workflow.

02-26-2024

  • Cin7: updating properties from course settings not working. Figure out fix.
  • *Artera: Update CustomCSS tab with Milestone language.
  • Create topic list doc for CE Team Meetings
  • Ask Travis to sync privately with Alaina

02-28-2024

  • Submit 2 CSQLs for Zenjob - one for PX and one for additional instance of CE
  • Zenjob - Clean "Internal Zenjob Testing" - remove everyone without a Zenjob email address. One domain - zenjob.com.
  • Part 2 - Add people to academy and add them to Internal Zenjob Testing group.
  • Ask about the following:
    • Can a person "speak" to a KC bot?
    • How does KC bot search work?
    • Will NP have improved search in 2024? Will AI be included?
  • Walmart: Back button from overview page takes a while to respond.
  • Mattr: Research Avner's Slack message on how they can grade a coding assignment in or out of CE.

02-29-2024

  • Q2 finished by second week of March to give us enough time to plan/react --> Q3 - let's focus on getting these out by end of March --> Q4 - End of April
  • Meet and tell CSMs.
  • StopItSolutions, change button destination depending on property. Code block below is how you'd run it after page load and where the custom property lives.
<script>
 window.addEventListener("DOMContentLoaded", function() {
        console.log("The person's company is: "+window.serviceLearningProps.customProperties.personProperties.data.attributes.customized_properties.company)
    }, false);
</script>

03-01-2024

  • Ask Katie/KC for all the domain > account group mappings.
  • Look into Looker Reporting for Group Count, at least 1% in progress, etc
    • Report with Groups and Group Members Count
  • Test ILTs without dates for more than 1 session.

03-04-2024

  • Intro Dirk (DataSnipper) to Allyson
  • Cin7 - End of Quiz Screen for Surveys - Activity: "Feature Course Survey", Message: "Thank you for your feedback."

03-05-2024

  • As Katlin from G2 to explain how she got her metrics.
    • 'Since joining Gainsight we have a mandate to scale our community. You guys are doing it well. How do you do XF work? How did you get those numbers? How did you tie it to retention?'
    • Internal change management. They don't need to reference Northpass. You've mastered it, we'd love for you to do a session with our customers.

03-06-2024

  • Begin project plan of moving Spark from Groups to Catalog.
  • Create template of renewal exec check in for team.

03-07-2024

  • Intro Lindsey to Zenjob

03-08-2024

  • Chat with Allyson about ILTs and manager permissions.
  • Ask Charlie about a categories to courses script - Anthology
  • Find out if ppl roles (mgr/admin) are in any API payloads. - Anthology
  • Ask Lila about verbiage of LMS vs CE Product, etc.

03-12-2024

  • Emerging markets outreach - $50k+ goes to Easton. Under that goes to Kat. Be sparing with Kellie - C-level and brand name/SaaS/Good Logo. CC Kat on all check ins. Send reminder to #ce-cs.
  • Reach out to Chris and ask for executive sponsor. If they ask why, we say this is standard procedure and we actually recommend the same to our customers. Direct line of contact to our executive team.
  • Add TL tl;dr notes for Artera, Williams-Sonoma
  • Clone courses into sandbox and remove templates for Big Ideas
  • Luminate - update templates to allow the badge to be downloaded with a single click.

03-13-2024

  • Artera: ask for DB query of all courses in HTML formatting in spreadsheet
    • This may no longer be possible due to a security flaw in how we stored RTE data.
  • Blacklane - invite Timo to sandbox
  • Blacklane - Add check on login page for group, if group exists, bypass selection screen
  • Blacklane - Ask if there is an endpoint that shows the courses within an LP & the order
  • HowardHanna - Send follow up email.
  • SPS - Send intro to Tracy email.

03-14-2024

  • Chubb - Update transcripts to remove for and remove school.

03-22-2024

  • Transfer Luminate templates & properties to Mexico School
  • Transfer SSO Config from Luminate Prod to Mexico
  • Try and rip language picker from Pipedrive into Mexico
  • Complete Downsell/Churn sheet by 3/29

03-25-2024

  • Cin7 - Clone all courses from Customers to Partner instance
  • Cin7 - Clone all templates from Customer to Partner instance --> Had to change domain away from partneracademy.cin7.com
  • Cin7 - Create Google Sheet & Script that pulls list of courses.

03-26-2024

  • Walmart - we must get screenshots to them. Discuss with Rob & Allyson

03-27-2024

  • Walmart - Ask if they can expose storage in Azure.
  • Anthology - Presentation might be a few minutes late.

04-02-2024

  • Glassdoor - reach out to Paul about next meeting - alone with Tracy or reschedule?
  • Datasnipper - Email Alexandra and Dirk about Monday's Meeting

04-04-2024

  • Anthology - Update ILT cards: - [X] "Additional Dates" rather than "Multiple Dates" provided there's enough room for the characters.

04-11-2024

  • Papa - Clone course to Pal University Understanding No-Shows & Late Cancellations
  • Artera - Update Sign in page to exclude gmail and yahoo emails.

04-15-2024

  • DataSnipper - Get a Scoping understanding and price based on this Figma File
  • DataSnipper Internal - Create XLSX for Alexandra to fill out
  • [-] ATL/BTL Updates in Salesforce and GonG. Ensure the Persona and Post-Sales Decision Role.
    • Datasnipper
    • Wild Health
    • Walmart Spark
    • Sandata
    • Williams-Sonoma
    • Cin7
    • G2
    • Chubb
    • Skuid/Nintex
    • Anthology
    • Netradyne
    • AIIM
    • Zenjob
    • [-] SPS Commerce --> Matt Schroyer already has a post-sales role for CS. How to reconcile for CE?
    • Blacklane
    • DoorDash
    • DoubleVerify
    • DouglasElliman
    • Flink
    • Humly
    • Glassdoor
    • HackerRank
    • Big Ideas/Larson Texts
    • OneNetwork
    • Mizuno
    • MATTR
    • StopItSolutions
    • Swift Medical
    • TripleSeat
    • Artera (WellHealth)
    • Terminus
  • G2 - Get group booking link for me and Nergis

04-17-2024

  • Walmart - Update Monday.com with notes.
  • Move Courses out of group enrollments.

04-18-2024

  • Chubb - Looker, Learner Full name - what is it pulling?

04-19-2024

  • Anthology - Extract CSV of all Courses & UUIDs.

04-22-2024

  • DataSnipper - Internal academy small changes
  • DataSnipper - External CSQL for design changes.
  • Papa - Header text on homepage.
  • DV - Submit CSQL for custom salesforce integration
  • Cin7 - Partner Academy Changes
  • Cin7 - Test Mgr Permissions
    • Can a manager create a course and retain management of it?
    • Can a manager clone a course and retain management of the new course?
    • Can a manager create a group and retain management of it?
  • Cin7 - Customer Academy, add multi-product group filtering --> Top priority
  • Cin7 - Employee Academy - remove progress for learning path for deep dive.

04-23-2024

  • WS - Get Sample MCA for Aubrey for Data Extracts

04-24-2024

  • Luminate - End of April, launch of new Cert
    • Fix Email formatting - is it only on Outlook?
  • Luminate - Add "X" to Modal on homepage to click out of it.
  • Cin7 Partners into Customer Academy:
    • Add logic for partner property to Partner category --> Catalog
    • Ensure logic for both omni and core already works
    • Can we do specific badges to groups, but from the same course.

04-25-2024

  • Chubb - Check if SSO logged in learner can get to admin view without logging in again?
  • Sandata - New sandata.com sender domain with different sectors
  • Skuid/Nintex - Ask Charles about two selling points for Nintex --> Migration & eCommerce