11 KiB
Skuid
07/21/2022
Meeting with Alexa
Agenda sent to us by Alexa:
- Popups -- need to explore this possibility to have a popup box alert users of messages.
- Badge reporting and learning path reporting -- I'm still having troubles with this since the course statuses were reset. We can review in the meeting or I can send you information if needed. Example: you gave me the number 1285 badges for end of June. I just ran a report and it is only giving me 1235 after filtering out users that don't apply. We definitely have a higher number since June 30.
- changing points -- we'll need to change our points for existing courses. this means I need to manually update user points. what is the easiest way to complete this task? Spreadsheet import a possibility? A script?
- Timeline bar/progress bar in courses - This seemed to disappear and we need to see if we can bring it back. I mentioned to Eric, but he didn't get to it before his departure.
- Learning path routing - we are having trouble understanding how to manage routing between courses within a learning path. How should this work without using the custom links at the end of the course?
Where can modals pop up? How? What about where people breeze through, how do we get it back?
Little box on left hand side popup Just a small button What about appqueues? What is the line for "too much"? <-- Dynamic data pulling and lots of logic flow Is dan ready with the custom report Skuid Progress Bar disappeared, needs to be completed by October 13 new courses in October
Directly from janel: How can we dynamically associate learning paths or "next course" based in learning path. They don't want to create an individual course per group per learning path to have
10/11/2022
- Unsubscribe per message, not ALL messages
- "Click here if you want to unsubscribe from this..."
10/17/2022
- Check box in Northpass
- Marketing in Hubspot/Skuid
- Where in Contact Record is this hubspot/opt options?
- Jess said there are many - opt in dates, opt out booleans, etc
- The unsubscribe button should remove them from General Marketing emails
- Jess is worried that people who are already in Hubspot/Salesforce will check a box in Northpass and then they unsubscribe from too much.
Active Checkboxes
* GDPR
* Many many others
Subscriptions *Unsubscribe from all emails * Newsletter
Ideally, two or three fields will be setup to talk to Hubspot, each one is for various Hubspot subscription types. Jess will also check for anyone in Northpass and not in Hubspot.
11/10/2022
Sync with Alexa
- Contract is vague, does it say about hours
- Do they get these hours every year?
- Budget isn't based on hours, but it helps.
- They got the budget approved, but CFO left to a new job without signing it.
- "We think its going to be fine"
- New Budget should be approved by January. New CFO used to work for Skuid
- She wants to offer awards by points.
- They have a number of promotions such as a New Years Resolution (Complete Level 1!).
- Once they post it and submit it, they want to send $10 gift card.
- Where are submissions happening? The person puts in a tag on social media.
- Custom dashboard? She wants to create a new custom dashboard.
- Messaging and communication, broadcast message. She's having trouble communicating what she needs to communicate.
- Wants to upload a CSV to broadcast a message
- I offered to take her CSV, upload it and create a temporary group for her to use
- TBD on if that group should be deleted
Appcues for Austin - Austin needs to check in.
11/22/2022
Appcues, Analytics & Learning Paths, Hubspot Opt-out Button
- Alexa asked about Quizzes and Surveys in Northpass and who integrates well.
- Wants to survey people both in and out of Skuid Skool. Sometimes the link will be in and out of the LMS.
- They also want to quiz and have more question and answer types - hotspot, for instance. I also let her know about matching in dynamic quizzes.
- Last requirement: multiple scheduling feature. A doodle type feature in the survey.
- Their live trainings are scheduled via a consulting firm. So they are balancing multiple people's calendars. The consultants calendars are in the survey. Learners taking the survey.
12/8/2022
Analytics for 2023
Two important items: Course
Two different rewards: receive points or complete courses. NYE will run from 1/1 to 3/31 Kaitlyn Groezinger - last october that this shouldn't have happened. Front end showing incomplete courses when courses were complete.
Second important item: Points Report Especially on Enterprise.
Certifications: Stripe Integration and Revenue Tools They want a certification portal where they can "sell" certifications, similar to a web shop : She wants to make sure no risk in setting up the appcues stuff.
Forums: Would want it turned on for both Skuid and Skuad
12/21/2022
Enterprise, Groups, AppCues
Plan to move forward in January. Alexa got verbal approval, but nothing in writing. What she wants to be setup with:
- OpenSesame
- Pushing Certs - definitely using Accredible or Credly, but no decision on a proctoring service. But definitely will be using a survey tool or exam service.
- Skuad Skool has 70+ courses, and it is challenging to navigate. They need to change the filters to make it easier for people to find courses.
DONE: Send Alexa examples of new certs & client examples. Can the landing page be as customizable as the rest of the school.
Two other items from Alexa:
-
For Austin:
- Chat bot & AppCues and sending information. 5 Tips coures, none of the links work anymore along the top. It is only not working in the catalog.
-
For Norm:
- Rich Text Editor is not always working. Support blames the additional code, but Alexa says they are only copying and pasting from Google. But then when she tries to add the Wistia
- Skuad Skool - notifications for when a person completes 10 courses between 1/1 and 3/31
- Skuid Skool - notifications for when someone completes the first two levels - LPs 1-9 and 10-13
01/05/2023
Integrating Quizzes
Survey and Exam Tools are what they are looking at. All SCORM vendors like Captivate/Articulate Rise have hot spot.
- Hot spot is the main type of question they want.
They want to ask questions like "which option". She wants to be integrated into Northpass, like passing scores and milestones.
Pro-profs & Question Pro at the top contenders. Skuid's founder is retiring and joining the board and wants the RTE "beautified". Even the code guy said that.
01/19/2023
Feature Requests
How to use a prop email/secondary email as a recovery email? FEAT: Notifications after a Learning Path - not at the last course!
02/02/2023
Long list from Alexa
She has Figma file for cert page and will send it to me Friday/Monday for us to build. DONE: Build Figma in Sandbox - tbd Skuid/Skuad
Synaps as favorite exam embedding software. They might be an LMS.
Salesforce no syncing. Support knows about it. All new customers that are coming in are not being synced. DONE: get update on SFDC integration issue.
Lots of Skuid Users that try to go to Skuid instead of HR. Now they are resetting their password on Skuid, but not getting emails. Users sometimes submit tickets others just don't say anything.
ERROR: Finding it strange that she can pull up a learning path report and everything is fine, but not with course. She is concerned if someone claims they completed something how can she confirm?
03/02/2023
Upgrading to Comms
DONE: Password Reset, Academy Invitation (Mgr+Admin+Learners). Alexa doesn't have to do anything, Marek will change the format and enable them.
Any interruptions? No. Alexa will not see any difference. Well, MOST won't see any changes. By early next week, the old emails will disappear and the new ones will become the standard. They will say "NEW" next to them.
04/13/2024
Alexa Notes
Search Deploy Lightning in Skuid Skool not showing up exactly. Wants more dynamic search. Another Enterprise client asking about better searches.
Rollercoaster for finding certification project. Looked at 26 exam tools. YouTestMe was the only one they liked. Claimed that they fixed the pentest issue. Alexa working with tech team to get them approved again.
Increasingly difficult to find what message is what. On the main comms page, there needs to be:
- Date Sent
- Groups Sent
For incomplete groups, the ppl change each month. She needs to run a report of everyone it was sent to each month.
DONE: Research what comms metrics are exposed in Looker. DONE: Ask Marek why the duplicate message/email wasn't there. DONE: 2023 March HW Reminder is the template she is using.
04/28/2023
Friday Sync
Certification software - now doing with QuestionMark. Alexa thinks YouTestMe is a good company, but their reputation was tarnished. Skuid's text team won't let them use YTM at all anymore.
Alexa's team currently using QuestionMark for demo and testing.
YouTestMe is still recommended by Alexa. No schedule, likely. Might be "click here to take your exam." Still starting with one exam, and likely won't do another one for another year or two. DONE: Casually talk with Nikki about Skuid's Cert Program.
She wants to get notifications for when someone completes Level 1 or Level 2 LPs. AppCues pop-up for ALL NINE learning paths. Notification after x number of learning paths complete.
Can we run a report that shows ALL course attempts? DONE: Create Looker organized by attempts, show all attempts across all people & courses.
05/02/2023
Impromptu Meeting (Emergency) with Alexa
Her team is asking to cut down on the certification questions and make it smaller. Still going with Question Mark. Deadline is to now push it out before the end of May.
1/3 of the company is being laid off. Alexa included. 38 people total. She is able to stay for a month to finish the program.
Anna will be the only training person left at Skuid. DONE: Setup introductory call with Anna and Austin so we can all meet.
05/25/2023
TODO: Update the registration form on skuid skool. Alexa's request is below:
I can't believe I missed this all these many months. Anyway, can you put this on your list for after certification is built. The tracking new users doc: https://docs.google.com/spreadsheets/d/1K9ppVWW7fsQLfenHfUaERTREAIxz-7VvhmA_20lBqRI/edit?pli=1#gid=0 should also track the company name and job title. I realize we won't be able to do this for past accounts, but can we add those moving forward for new accounts into the spreadsheet?