Files
Gainsight/CustomerNotes/Wildhealth.md
Norm Rasmussen 95f1de1277 backup
2022-10-17 16:30:19 -04:00

2.5 KiB

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).