Gainsight/CustomerNotes/Wildhealth.md

Old Notes

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 quesiton 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 -> diseas specific -> autoimmunne 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 isnt 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 availble as soon as soneone signs up, regardless of signup 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 immedieatly.
• 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 attendace to these groups and all through Northpass
    • Stopped using ILTs and now using an extenal/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 userflow? * Tue-Wed Coaching Sessions * Mandatory * Goal is accredidation * These users will want to sit for a board * Thursday Webinars, also mandatory, a person can only miss 6 hours of these * This is asycnchronous 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 availble 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. TODO: Look into Templates and fix their search functionality. It should only show activities, not courses.