Gainsight/CustomerNotes/DataSnipper/DataSnipper.md

CSM Kick-off (No Patrycja)

Notes from Charles prior to Meeting

DataSnipper - Intelligence Audit Platform Current: Live ILTs (12 Hours per Week) Pains: Scale, Timezones, Language, Pace, etc. Goals:

• Provide Scalability w/o Adding Team Members
• Reduce Manual Hours of Training
• Eliminate Discovery of Progress
• Better User Experience Timeline:
• Phased Launch:
• v1 - Basic Course (relatively quick)
• The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
• Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
• Webinars will be big component for them tho so just keep in mind

Attendees

• Gabriele, Candide, Dirk, Sangeetha, Rachel

Teams

• A ton of ILTs
• Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
• Tech-touch approach
• Gabriele is siloed, this is for new hires

Goals and Info

• First users in early October
• Data: at least understand how many people are going through the courses
  • Data should be available in Hubspot
• They are also looking at CSPs.
• Have refined the ILT approach, so they are good at it.
• Began with 1:1 training which was too heavy for the team.
• That approach won't go away, but how can they supplement with asynchronous learning?
• Content of the larger session is pretty well defined
• Larger session and then that session is split into two
• Pace and speed of the sessions - there's a ton of content
• Feedback: the middle bulk of info is missed because that is the most technical
• Automation feature is hard to understand.
• Everyone is currently getting the same training, but this is a good opportunity to split people up.

Where are they?

• Where do I fit into implementation and on-going support?
  • What's best for Patrycja vs me? When should they go to both?
• Advice on how content is structured
• Creating interactive and content that can be scalable
• How to sequence the training over time?
• Communications - what's best? How to share new content? How to update their progress?
• Gabriele: he wants to understand data sync - not just from Northpass out, but back in? DONE: 930 am on Mondays for the standing meeting.
• Gab and Dirk talking this week about personas.
• One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!

09/25/2023

Remaining Sync Items

Communications deep dive - sender address, footers, options, etc.

• Gabriele's topic
• Communications into two "tracks", and within those tracks there are always two tracks
• Standard onboarding > two macro tracks - high and low performing
• Comms to announce that learners are registered > main POC on client side
• Comms with learners about the registration
• Everything will be triggered based on health --> What does that mean?
• Broad health categories, if a client falls within a range.

Overview from Dirk:

• Content furiously being prepared over last week
• Content outlines completed
• Iorad and videos will be completed.
• First course draft will be completed this week.
• Internal testers + Norm

Remaining Items: 5. Presentations uploaded losing Font formatting, and the page-by-page setting does not seem to set for all users

• Jost for regularly and Jost Medium for headings.
• Presentation specifically, default to paginate, not scroll.
• Change default functionality.
• Making a file available in the same page as video activity rather than as separate activity
• Hubspot link within "additional information"

ILTs & Timezone

• Local Timezone not showing

FEAT: Can activities or sections be leveraged across multiple courses --> Feature Request In addition: activate or deactivate activities based on a property.

10/03/0223

Patrycja to provide updates at meeting

• Dirk and Sangeetha only two DS people to join.
• Candide to join late if her other meeting cancels.

Design Updates:

• A ton of progress on the designs and everything is looking good.
• Patrycja to sync with the engineer later today
• Opened the floor to questions from Dirk. His questions:
  • Adding a language toggle for content. Leverage in-built Google Translate for browsers.
  • Patrycja mentioned that Google Translate or AI don't work
  • But, apparently, Charles showed them something on a demo at the CSS layer. Need to confirm with Charles.
• Update Course Viewer to be more like the Course page. Feels like you're moving to another system between course page/LX.
• There was one shared in Figma - Growth tribe.
• Dirk showed some examples:
  • They want the TOC to remain on the same side in both LX and Templates. No strong preference to R or L side.
  • Video/Wistia colors are a different blue. Make them DS blue.
  • Header should be same in and outside of LX.
  • Dirk doing deep dive tomorrow morning on what the changes are and will send them over.
• Patrycja reminded that this was a work in progress, things will be wonky and be updated over time.
• Questions about Badges - he said he couldn't find them and Patrycja chuckled and let him know that its totally custom.
  • Dirk has some designs, but only one was added to Figma.
• Internal discussions on the number of activities per course. Some DS people adding a ton of activities.
• Dirk wants to add time next to section or activities for estimated time to complete

10/10/2023

Sender Domains, Milestones, and Custom Domain

Record Type	URL	Value
CNAME	np._domainkey.datasnipper.com	np.domainkey.u1860655.wl156.sendgrid.net
CNAME	np2._domainkey.datasnipper.com	np2.domainkey.u1860655.wl156.sendgrid.net
TXT	datasnipper.com	northpass-domain-verification=9e3afad8d68c30cc9c50e8a02afda447

TODO: Add logo to Footer

Design:

• Grey-out badges should be more opaque/faded
• Fix Links in header
• Add Resources Description on button.
• Learner preview shows blank page - no header, footer, etc.

Candide to connect Norm to Gabriele Pipo & IT to help set up the custom domains for email and URL.

10/16/2023

Just Dirk

Notes:

• Gabriele's launch is at the same time as Dirk's
• Dirk wants testers in the academy this week.
• Dirk to ping Daniel about sendgrid sectors
• Iorad relationship has been great! Did some training with the team lately.
• Heads down on course content
• Big thing for Dirk:
  • Get a live environment to have people begin testing
  • Hide the following pages:
    • Learning Paths
    • Catalog
• "What's next in Intelligent Automation"
• ILT Cards - Remove descriptions because they don't have consistent copy for each ILT:
  • Unsanitze HTML
  • 4 lines, then ellipses
  • Font size is good
• For specific webinars, they will be attached CEUs and "attendance time".
• They also want to collect how many polls an attendee answers in the zoom.
• Auto opens section of current activity.

10/23/2023

Monday Sync

• Patrycja successfully reminded that design items are to go to her, not me.
• Item for agenda: figure out technical email domain stuff.

Few items from Dirk:

• Signature event in NYC, Tuesday afternoon.
  • Academy is going to be announced!
    • Will also be shared on LinkedIn
  • Trigger people to want to try it out.
  • How will these people ask for access?
    • Key steps: group for each customer
    • Initial Hubspot flow from Sushant
    • Learning Path must be in the group!
    • Dirk will want to explore best analytics dashboards for a launch.
    • Imp managers may reach out to CSMs to see who is ready
  • If clicking on link from LinkedIn - no enrollments, one catalog course (tips and tricks).
  • Prospects will be at the event too.
• Showed him open access - and auto-group provisioning
• Kaitlyn to update the SG sectors for domainkeys.
• Make the docs available in Hubspot
• Remind Charles about Translation in course viewer.

10/24/2023

Pre Event Details

• Touch on Learning Paths Notification and Comms (Enrollment + Completion)
• Changing My Courses into Courses with a My & Available section
• Not sending Academy emails until later this week. Just announcing today.