100 lines
3.6 KiB
Markdown
100 lines
3.6 KiB
Markdown
# Crayon
|
|
|
|
## 10/01/2022
|
|
|
|
### New Items
|
|
|
|
As of tonight
|
|
Crayon.co/Academy will no longer have a form
|
|
Crayon.co/Academy/Activator-Course - Form to course url
|
|
And then the same for architect
|
|
These should be course
|
|
Lets remove groups later
|
|
Current experience is press enroll and then start
|
|
how to refresh and auto enroll
|
|
look at pre-enroll populated links for post-launch
|
|
|
|
Conor to send sub head copy to update
|
|
|
|
Norm to send screenshot of home page with my name added
|
|
|
|
Can you look at group deletion? How can we enroll everyone in the group and delete the group
|
|
|
|
Send Conor how to find MCA and show only empty attempts
|
|
|
|
Conor off July 5-8
|
|
Conor off this Friday
|
|
|
|
November Launch of Last Course - Conor's goal
|
|
|
|
### Meeting with Will regarding Data flow
|
|
|
|
Everything flows into Hubspot
|
|
But not really into Salesforce
|
|
Salesforce is their main CRM
|
|
- Reps go into SFDC & Outreach
|
|
- Reps should know what course they have or haven't completed yet
|
|
- But wants this to be on the campaign level
|
|
How it is currently setup:
|
|
- Hubspot form on website, someone fills out the form
|
|
- Form fills associated with campaign in Salesforce
|
|
- In SFDC, he only gets when someone is registered for a course, no completed
|
|
- Campaign structure is based on course [name](2022-11-21_name.md)
|
|
Registration page - embed a hubspot form?
|
|
|
|
Hubspot is just for marketing
|
|
|
|
## 10/26/2022
|
|
|
|
### Contract Convo with Conor
|
|
|
|
*Two major things they need from our end*:
|
|
*December 5 (Monday), new course release
|
|
* Tentatively, EOD on the 2nd (Friday), flip the switch to allow people to start the course. If people enter the course over the weekend, that's okay.
|
|
* When a new learner accesses the home page, there is the "waiting list" for accelerator course. The waiting list button needs to change to access the course overview page.
|
|
* Crayon.co/course pages which all have their own landing/enrollment form.
|
|
* Austin set it up so that that page brings them straight to the course overview page.
|
|
* The same flow needs to be done for the accelerator course.
|
|
*They are currently filming for the accelerator course
|
|
* Conor just needs to know right now what me or Austin or I will need to create that special link.
|
|
* Do we have Accelerator badges? Norm to look in S3 and confirm with Conor.
|
|
|
|
## 03/03/2023
|
|
|
|
### Shannon, Customer Onboarding
|
|
|
|
Wants to use Northpass for customer onboarding. Async training is key. But each training might be unique per customer.
|
|
When a customer signs up, they identify the "power user" or POC. The academy would be just for the POC. Only 1-2 ppl per account.
|
|
|
|
Current 60 accounts in implementation. 60 day onboarding. Giving users only access for those 60 days.
|
|
Authentication is connected through zendesk.
|
|
After they have purchased, they can login through zendesk.
|
|
|
|
Content - is it all on Shannon? 2/3 ppl were IDs or Curriculum designers.
|
|
The manual lift is a concern.
|
|
|
|
Her main question is "what can we build?"
|
|
Learning Paths are important
|
|
Certifications
|
|
Is NP a one-size fits all? - No, we can customize per customer.
|
|
|
|
Segmentation would likely be based on their "play" - battle cards vs. boards.
|
|
Very few customers want to enable sales.
|
|
|
|
## 05/08/2023
|
|
|
|
### Onboarding
|
|
|
|
Custom Page - for onboarding
|
|
Get Jess and Shannon into sandbox
|
|
Custom page should have categories and groups.
|
|
|
|
Conor's focus this and next quarter: better provisioning of courses. Redesign. No new content.
|
|
Does Conor have any concerns with Jess and Shannon getting into this? Only with existing prospects that become
|
|
customers.
|
|
|
|
Categories - Onboarding, Product Type, etc
|
|
Groups - Customers
|
|
|
|
Last Question from
|