Project Meeting Minutes (ML) - 01/11/2023
Date: |
01/11/2023 |
Location: |
Online |
Present: |
LSE: Faeza, Ed, Natasha, Ben, Giacomo SW: Richard |
Apologies: |
N/A |
Minutes
Modern Languages
Services set up
Classes not yet set up
Ben to help Morgan/Giacomo to configure (including Lessons)
Landing/Completion page content to be approved
modernlanguages@londonschool.com now verified
Change email sender address/name
Language links take the following format:
Modern Languages logo:
Test Result Lead field mapping
See previous minutes on this
Booking Portal - next job
Check https://www.londonschool.com/lso/modern-languages/learn-french/
Book Now button should go through to the Service Group of he specifici langauge for the customer to select the appropriate level and date.
Payment portal still a couple of weeks away
In interim:
Create auto booking email similar to existing, we’ll be in touch to confirm. RT to create.
Manual conversion of Enquiry/Estimate
Enrolment confirmation email sent manually (as per template on
)
Teachers will need access to the Teacher Portal
No change in TP config required
May require additional TP licenses
Possible reporting requirements
Documents:
Certificate
Clone https://londonschool.my.salesforce.com/a0Y4J000001h4oW
Copy the Google Doc (to do this need editor access to the Google Drive
See instructions here: https://cloud-base.atlassian.net/wiki/spaces/SWH/pages/2151120897/Creating+a+New+Document+Template
Student invoice
LSE to create/manage
Finance Promotions
Discussed existing functionality available with Finance Promo codes
Client would like to be able to discount automatically when a student books two courses.
Promo Codes cannot currently recognise whether a student is buying two or more DIFFERENT Services.
Client will workaround with existing functionality.
Require custom Payment Details panel text to include line around use of vouceher codes. GIACOMO TO SEND THROUGH CONTENT AS NEW TICKET.
If not customisable per portal, then ideally hide.
Interim prior to payment portal is Bank Transfer only.
Payment Portal
Client to send through Sage account name/ID as a fresh ticket once confirmed.
Following activation, need to adjust config accordingly, inc Payment Details panel text.
Target Portal Go Live 06/11/2023
Poss 13/11/2023
Send the Booking portal links to Natasha when live to add to each language page on the website.
Portl Header:
Would like ML logo - escalate to adjust CSS.
Would like modernlanguages@londonschool.com
Data Management of Leads
Natasha to send through comment on SWPROJECT-1628 to update Default School from blank to HPG on all Leads.
To escalate to developer as 8K+ records.
Natasha to check mapping of incoming Leads to ensure Default School is populated going forwards.
Feedback
Would like to change Final Feedback notification to send initial email on Thursday night, not Wednesday night (current config)
Ben to raise a ticket, considering auto batch email reminder sent on Friday morning.
Forward Planning
Faeza to send through spreadsheet of desired tasks for Q1 for work estimation, in order to then be able to prioritise.
Test Internal Email Notification
Would like simple internal notification for when a test is submitted.
Send to ml@londonschool.com (activating next week). CC Schoolworks to check behaviour.