AIIM

Workflows Demo

10/11/2022

The user receiving the communications is an ex-employee and that should say it all
They are okay with losing the subscription of that person
Wants to explore workflows
Launched their course with the password protected proctored test
Quiz has 120 min timer, same with Proctor-U settings
No failures is a good thing, they want everyone to pass
Is thinking about integrating Zapier, Shopify, and Northpass. Learner's have to pay for a retake.
Using Accredible for certificates.
Accredible: make a group, make a certificate name same as group
It does some funny things with dates
Heavily using Workflows in Hubspot. Connected to Unific via Shopify
Data: Bold to Shopify, Shopify to Hubspot. Hubspot becomes the main repo for all data. How to integrate Northpass?
Getting large customer orders that can't go through bold, they go straight to Shopify. Managing expiration/join dates in a Trello card.
Large customers are invoiced separately, bold can't do $0.
She is just thinking about this, no engineering hours needed yet.
The other item she wanted to talk about:
- They just started using Services Hub
- Wants to know other client use cases
- Using typeform for reviews, but will start using services hub
- Mostly to gather feedback
What feature are they using Services Hub for mostly?
Service Hub is a HUBSPOT product
She got stuck on a workflow
CIP Exam, it should trigger for all learners not just a specific one
- But she is getting a trigger for "enter UID" which she doesn't want to do
- This should be for everyone.

11/08/2022

Monthly Sync with Georgina

Setup an incredible workflow in Hubspot
- NP activation link
- Dropped into Hubspot > goes in contact field
Wants to explore gamification and badging
Self gratification
Wants to mimic duolingo

12/20/2022

Year End Review & 2023 Planning

Engagement is the big push. FEAT: Amazon & AI type recommendations, Peer selling, FOMO course enrollment More customers would be ideal, growth Adding courses, bundling of Learning Paths CIP is a big portion of their revenue, they want to add people and sell more CIP exams. Better Leveraging the Hubspot integration

New President is only 2 weeks old but may have ideas

Analytics:

Wishes she could jump into the person a bit more. Look at their "Journey". Self-serving with learner analytics for when they get tickets.
More for Admins
Pulling certain roles & attributes
Being able to impersonate that person, or move them to complete when they are stuck. View what they see.

05/23/2023

Certs sends out credential name - it should share course/lp name instead of cert name LinkedIn metrics for who has added the cert to their profile. TODO: Send Georgina the pricing for OpenSesame.

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