54 lines
2.8 KiB
Markdown
54 lines
2.8 KiB
Markdown
# Skuid
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## 07/21/2022
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### Meeting with Alexa
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Agenda sent to us by Alexa:
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1. Popups -- need to explore this possibility to have a popup box alert users of messages.
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2. 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.
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3. 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?
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4. 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.
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5. 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?
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Where can modals pop up? How?
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What about where people breeze through, how do we get it back?
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Little box on left hand side popup
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Just a small button
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What about appqueues?
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What is the line for "too much"? <-- Dynamic data pulling and lots of logic flow
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Is dan ready with the custom report
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Skuid Progress Bar disappeared, needs to be completed by October
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13 new courses in October
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Directly from janel:
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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
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## 10/11/2022
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* Unsubscribe per message, not ALL messages
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* "Click here if you want to unsubscribe from this..."
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## 10/17/2022
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* Check box in Northpass
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* Marketing in Hubspot/Skuid
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* Where in Contact Record is this hubspot/opt options?
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* Jess said there are many - opt in dates, opt out booleans, etc
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* The unsubscribe button should remove them from General Marketing emails
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* Jess is worried that people who are already in Hubspot/Salesforce will check a box in Northpass and then they unsubscribe from _too much_.
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*
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*Active Checkboxes*
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* GDPR
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* Many many others
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*Subscriptions*
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* Unsubscribe from all emails
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* Newsletter
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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
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in Northpass and not in Hubspot.
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* [Link for current unsubscribe preferences page](https://go.skuid.com/hs/manage-preferences/unsubscribe)
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* [Another link to a marketing preferences page](https://drive.google.com/file/d/1AChlkayWB0K493d29Ut2w1MgXCJDYrGF/view?usp=sharing)
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