70 lines
2.8 KiB
Markdown
70 lines
2.8 KiB
Markdown
# AIIM
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Workflows Demo
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## 10/11/2022
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* The user receiving the communications is an ex-employee and that should say it all
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* They are okay with losing the subscription of that person
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* Wants to explore workflows
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* Launched their course with the password protected proctored test
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* Quiz has 120 min timer, same with Proctor-U settings
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* No failures is a good thing, they want everyone to pass
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* Is thinking about integrating Zapier, Shopify, and Northpass. Learner's have to pay for a retake.
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* Using Accredible for certificates.
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* Accredible: make a group, make a certificate name same as group
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* It does some funny things with dates
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* Heavily using Workflows in Hubspot. Connected to Unific via Shopify
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* Data: Bold to Shopify, Shopify to Hubspot. Hubspot becomes the main repo for all data. How to integrate Northpass?
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* Getting large customer orders that can't go through bold, they go straight to Shopify. Managing expiration/join dates in a Trello card.
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* Large customers are invoiced separately, bold can't do $0.
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* She is just thinking about this, no engineering hours needed yet.
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* The other item she wanted to talk about:
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* They just started using Services Hub
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* Wants to know other client use cases
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* Using typeform for reviews, but will start using services hub
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* Mostly to gather feedback
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* What feature are they using Services Hub for mostly?
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* Service Hub is a HUBSPOT product
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* She got stuck on a workflow
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* CIP Exam, it should trigger for all learners not just a specific one
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* But she is getting a trigger for "enter UID" which she doesn't want to do
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* This should be for everyone.
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## 11/08/2022
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### Monthly Sync with Georgina
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* Setup an incredible workflow in Hubspot
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* NP activation link
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* Dropped into Hubspot > goes in contact field
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* Wants to explore gamification and badging
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* Self gratification
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* Wants to mimic duolingo
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## 12/20/2022
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### Year End Review & 2023 Planning
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Engagement is the big push.
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FEAT: Amazon & AI type recommendations, Peer selling, FOMO course enrollment
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More customers would be ideal, growth
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Adding courses, bundling of Learning Paths
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CIP is a big portion of their revenue, they want to add people and sell more CIP exams.
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Better Leveraging the Hubspot integration
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New President is only 2 weeks old but may have ideas
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_Analytics:_
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* Wishes she could jump into the person a bit more. Look at their "Journey". Self-serving with learner analytics for when they get tickets.
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* More for Admins
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* Pulling certain roles & attributes
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* Being able to impersonate that person, or move them to complete when they are stuck. View what they see.
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## 05/23/2023
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Certs sends out credential name - it should share course/lp name instead of cert name
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LinkedIn metrics for who has added the cert to their profile.
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TODO: Send Georgina the pricing for OpenSesame.
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