Gainsight/CustomerNotes/Omnisend.md

Omnisend

10/15/2022

Tasks

[X] Wistia Project, what access do they have? [X] Share button with /app/course within course viewer bright green 52 front [X] Expert led categories url not working [X] Change Enroll in Course to Watch Video

Notes

Can they embed a video from the Wistia Project video into Omnisend's product?

Kate having issue with security. Gets a warning when trying to access app.northpass.com

Skip Cover Page logic

Is a user enrolled? LOGIC: Learner comes in, skip cover for page, start course -> skip cover, If not enabled, they should see overview page Automation logic, single-activity or 2 activities are not considered a course The key is a single video

The logic should be if a single video exists skip cover page

Video on overview page

Course card, will also enroll person in course/activate them Bring in video from Wistia Project Get analytics via wistia or google

This is key analytics they need too What's new are every month, on average 600 views This week so far 51 It usually lines up with activated learners on Northpass There was another link with dashboard, Audrius to check clicks

Fundamentals First Video Out of 202 played it out of 220 load

What's new 95% play rate Out of 41 people, 39 played its

11/29/2022

Ad Hoc meeting with Audrius to Discuss "Items"

Problems/Opportunities:

• Internal Training:
  • Training people internally, admin and onboarding team. They are using Northpass.
  • They make a course not in catalog, but these courses are still in the customer academy.
  • How to do a course with sensitive content? Can he password protect? Would groups solve for it?
  • Links are not being sent via Slack, they are being assigned to courses and then get the default Northpass email.
  • His concern with Groups is when they send invites to the academy, they register, but then get redirected to the dashboard. The course they get sent to is not where they land - they get directed to the dashboard.
  • Can we do 2FA with Northpass Preregistration?
• Revisit Google Auth:
  • Is there anything in particular that Omnisend needs to provide to use Google Apps. What is the difference between App Directory and Default in Google Apps authentication?
  • They are less concerned with activated/active learners and really want to see individuals and get names and emails.
  • Can Google Apps allow any google account user to sign up with Omnisend? Is this the same as social login? FEAT: * They want Google Social Login for external users. They also want 2FA for internal users. DONE: Can Google Apps allow social login? Can anyone with a google account have an account in Northpass? DONE: What needs to be done to setup a new instance with Google Apps auth? The documentation is really limited.
    • What Audrius would prefer is to have public pages, but the actual content must be behind login.
    • They need to switch to a better acquisition model. The original idea was to be like Youtube, but to be honest, this will never be like Youtube.
• Responsiveness with Screens:
  • Some have rounded corners, some don't
  • Course image in course overview doesn't go all the way to the right (there should be no gap)
  • Google Console is showing a lag/delay in responsiveness and it should be quicker. Core, vitals, usability - they are getting bad ratings.
  • Audrius to send Norm numbers on delays within the pages. DONE: * Submit Ticket to move the Course Image on the overview page all the way to the right of the screen.
• Contract:
  • Doesn't need 3000 learners - wants to slash the price. 1500-2000 learners especially if they switch to Google Auth. DONE: Send Contract information, updating pricing for fewer learners but an additional instance.
• Audrius is away from 5th of December until the end of the year.* So if we can setup the Google Auth answers this week, it will be helpful so he doesn't have as much work to do while he is gone.

01/04/2023

Bernard, Existing Customers

He runs Omnisend blog.

86-90k clients. Large volume, small cost.

They want an academy for existing customers to see new content and go back for a resource Retention and Engagement. Most of their "brands" are free, and then a small portion of paying customers. They have two plans: standard and pro. Both are paid. ~$50/month for each plan. This is the main audience. They want to tease free customers to join and become paid customers.

Main pain point from their customers?

• Email marketing is weak for these customers, which could be 1-person shops. eCommerce shops are doing everything and are also inundated with emails. This is an alternative to facebook ads. The Omnisend academy would teach them how to better use their product. The Academy would also give them more specific content.

Content Creation Plan?

• For the time being, it would fall on Bernard. Blog is mostly SEO content and quite generic/top of funnel. So freelancers can start it and then he adds in specifics. This academy content must be built in house, leveraging agency partnerships.

Optimal Situation:

• He wants to see all the content in a catalog with category type. And be able to have users to click the category and show those courses.

The difficult thing for him is how to chop up the information and categories.