1.6 KiB
1.6 KiB
AIIM
Workflows Demo
10/11/2022
- The user recieving 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.