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Gainsight/CustomerNotes/Crayon/Crayon.md
2022-09-16 15:43:56 -04:00

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Crayon

As of tonight Crayon.co/Academy will no longer have a form Crayon.co/Academy/Activator-Course - Form to course url And then the same for architect These should be course Lets remove groups later Current experience is press enroll and then start how to refresh and auto enroll look at pre-enroll populated links for post-launch

Conor to send sub head copy to update

Norm to send screenshot of home page with my name added

Can you look at group deletion? How can we enroll everyone in the group and delete the group

Send Conor how to find MCA and show only empty attempts

Conor off July 5-8 Conor off this Friday

November Launch of Last Course - Conor's goal

Meeting with Will regarding Data flow

Everything flows into Hubspot But not really into Salesforce Salesforce is their main CRM - Reps go into SFDC & Outreach - Reps should know what course they have or haven't completed yet - But wants this to be on the campaign level How it is currently setup: - Hubspot form on website, someone fills out the form - Form fills associated with campaign in Salesforce - In SFDC, he only gets when someone is registered for a course, no completed - Campaign structure is based on course name Registration page - embed a hubspot form?

Hubspot is just for marketing

Meeting with Sheila regarding Analytics and Hubspot

  • Pull single course analysis with all versions lumped into one
  • Can we pull all versions with date range?