Event Tracking

To keep track of events -- Black Friday, event pages, FB events, text blasts, etc.

Black Friday- CoCAR - Shop/Online Sale- 11/22 (early launch approved)

Assigned to
Alyssa Workman, Medstar Alyssa W. Isaac Klausnser, Medstar Isaac K. Ivonne Ackerman, Medstar Ivonne A.
Due on
Notes
 

Date shop goes live:

Nov 24. at 9:00 AM MT

Date shop goes back into drafts (or stays up):
 
Nov 27, midnight MT

Do they currently have a shopping cart built? If yes. Please share the URL.

yes, https://thecocar.com/shop/

Does the client have a WPEngine site?

Yes

Do we have access to their domain dns records?

We should

Do we have hosting access?

we should

Do they have any active payment processor account? If yes. Please share the name.

Laura has given us he own direct login to her Stripe account in order for us to give ourselves access. Once we do, notify Laura so she can change her login:

Username: 
laura@thecocar.com
Password:   Timmyg@8260!

*previously - Vania then sent a recovery email which I'm sure no one at CoCar noticed.  thecocarmedspaweb@gmail.com doesn't have any recovery information for Stripe.


Will they be selling any physical products? Or any products that will have tax?

no

Have we trained client on where to view shop sale:

they need to be trained again. Isaac will provide Nicol with videos so she may learn, then teach the client. 

Graphic Order

Types of graphics needed:

items for sale

Design requests:

Something between their current shop's look and last year's designs for black friday e blast


 

Preferred template- please drop canva link (optional): 

Comments & Events

Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  I'll tag you once the graphics are ready. 
Isaac Klausnser, Medstar thank you
Alyssa Workman, Medstar
Nicol Razon, Medstar Nicol was it a mistake to include Docere's shop link in Cocar's task? Shouldn't it be https://thecocar.com/shop/?

Also, when you can, please verify if these disclaimers and minimum purchase requirements make sense. Hannah helped prepare them, but some clients don't have disclaimers or purchase limits. Thanks for verifying!
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa yes, it was the wrong link  (updated above).
There absolutely are disclaimers and limitations for this shop's purchases! I have included them in this shopping cart excel, where indicated.
I have not put them in the bulk excel b/c there is no column for them there. 

I am now updating the bulk excel to include disclaimers in the description. Now that I know we are doing it this way, I will update that as well on other tasks

Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa Ivonne Ackerman, Medstar Ivonne Isaac Klausnser, Medstar Isaac

please note I am updating sale prices, and retail prices (which will necessitate updates to shop graphics) per Laura (client).

note -
-expiration date for all presales except coolsculpting, has moved up to 2/29/23

-botox sale price is "various" as it depends on the # of units purchased. must delete "$8.99"

-coolsculpting still pending on client, waiting for the final change

-Laser Hair removal - exclusion updated. also graphic needs to make clear this is a GC, not a discount on the service. I need to clarify this with client too.

-adding halo deal and need graphic

She now has 4 facials under the same item b/c she only wants someone to buy. maximum 2 facials (choose from the four) of the Blowout Facials.  Unless we can code this in the shop to stop someone from buying from another category, we will need to put them all under one item.
updating graphics for shop here:
Black Friday - Client Name - Shopping Cart Graphics - 11/13 - Event Tracking
Ivonne Ackerman, Medstar
Nicol Razon, Medstar Nicol the disclaimers would go in the description section of the bulk import. Yes we'll the facials under one item. 
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Will do.
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa Ivonne Ackerman, Medstar Ivonne - I assigned Nolie Nolie to add these products on the cart. He has now already added them and now working on the min/max. quantity restriction.

https://thecocar.com/black-fri-sales-2023/

Nolie Nolie - Please notify Alyssa and Ivonne both here once you have updated the products quantity restriction as per their description.

Alyssa Workman, Medstar Alyssa Ivonne Ackerman, Medstar Ivonne - You can directly tag Nolie in case you need to make and adjustments in the products.
Alyssa Workman, Medstar Got it, thx!
Nolie
Done, Alyssa Workman, Medstar Alyssa Ivonne Ackerman, Medstar Ivonne  
Alyssa Workman, Medstar
Thank you Nolie Nolie & Isaac Klausnser, Medstar Isaac !

Elizabeth Ruffa Elizabeth will you please audit this cart?
https://thecocar.com/black-fri-sales-2023/

Nicol Razon, Medstar Nicol please look over the cart as well before sending for client approval. Once the client approves, please tag me instead of Isaac. I will be following up with Isaac when it is time to make it live. 
Elizabeth Ruffa on it
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa  are we good to tell the client that change her login for Slack? She gave us her own login so we could give ourselves user access - see notes section above. 
Alyssa Workman, Medstar
Nicol Razon, Medstar Nicol I don't see anything about Slack listed in the notes. I see stripe though. I will ask Isaac to check that, I know he followed up in an email about it.

Isaac Klausnser, Medstar Isaac there was an email correspondence between you, Nicol, and Laura. She gave us her Stripe login. Can you please set up user access for Medstar using this client's login?

Username:  laura@thecocar.com
Password:   Timmyg@8260!
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa sorry I meant STRIPE!!

Laura has given us he own direct login to her Stripe account in order for us to give ourselves access. Once we do, notify Laura so she can change her login:

Username: 
laura@thecocar.com
Password:   Timmyg@8260!

*previously - Vania then sent a recovery email which I'm sure no one at CoCar noticed.  thecocarmedspaweb@gmail.com doesn't have any recovery information for Stripe.
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa Elizabeth Ruffa Elizabeth my audits for CoCAR shop

We need to add exclusions and restrictions to the short descriptions so folks do not try to buy more than are allowed. 
Also, can we make the counter only go up as many in quantity as the exclusion allows?
Coolsculpting exclusion rule must be applied here. Also I only see short descriptions applied her and a few other items. pls update

Any way to delete the coupon cody and apply coupon feature. it isn't needed here.

Please add a GO TO CART  and a BACK TO SHOP button on all screens
This one does have a long description, but it is taken directly from the excel. Please update with the appropriate paragraph spacing for an easier read. It is done like this for Botox. ie. 
:
Botox is the perfect treatment for clients looking to erase wrinkles and fine lines. Treat frown lines, forehead wrinkles, dimpled chin, gummy smile, and crow’s feet. Restore youth with no downtime.

Prepaid treatments expire 2/29/24. Use it, or lose it. 

Choose one of the unit quantity offers per person.  Max 1 (one) per person. 

All units must be used during the same visit of service, by the same person. Treatments are non-refundable.

Update the hero image h1 so that the lettering is visible in desktop. ok in mobile
Isaac Klausnser, Medstar
Nicol Razon, Medstar Nicol Alyssa Workman, Medstar Alyssa - Need the verification code sent to the client to get in their STRIPE.  Have asked the client in email.
Alyssa Workman, Medstar Thank you
Nicol Razon, Medstar woof! OK.
Elizabeth Ruffa
Alyssa Workman, Medstar Alyssa
1. Should Friday be spelt out?

2. When you click on the graphics - they looik Wording cut off 

3. The red line crossing out the regular price is very very light and hard to see? Can it be a little darker or thicker?

4. Add description to Laser Hair Removal Gift Card

Say goodbye to the endless cycle of shaving, waxing, and plucking, and embrace a smoother, carefree lifestyle. Our state-of-the-art laser technology precisely targets unwanted hair, leaving you with lasting results and silky skin. Experience the convenience and confidence of laser hair removal. Purchase your laser hair removal gift card today!

Prepaid treatments expire 2/29/24. Use it, or lose it. Maximum 3 Gift Cards per person


Treatments are non-refundable. 

5. CoolSculpting and Botox also do not have the description either? Are they all suppose too
Nicol Razon, Medstar TY for these
Elizabeth Ruffa 😊
Alyssa Workman, Medstar
Elizabeth Ruffa Elizabeth thanks! I'll ask Kellie to update the graphics and Nolie will swap them out when doen.


Nicol Razon, Medstar Nicol a couple follow ups

#1 - CS disclaimer doesn't make sense to me, someone has to purchase 8 treatments but can only use 2 treatments before the Feb date? What happens to the other 6 treatments if they can't use them before that? From my knowledge coolsculpting is spaced out several weeks between treatments.

Are patients expected to use the treatments on multiple areas of the body within 2 treatments?

It may need to be reworded to be more clear. 
 
#2 -
Short descriptions are limited to character count, if we add the disclaimer then we have to remove some of the other wording. Do you think the long description is enough? I think it is, but will differ to what you think the client wants. Nollie will double-check and add any that are missing. 


Nolie Nolie some purchase limits were added to the spreadsheet that need to be reflected in the shopping cart.

#1- Please go through the shop and update short & long descriptions to match what is on the spreadsheet, including paragraph spacing:

https://docs.google.com/spreadsheets/d/1dtLxuh0MZjSjvhxFUaY9Y2bidM4epXflJzV9xUOj1t0/edit#gid=1485986915

#2 - Please be sure the products are set to the limitations mentioned in the spreadsheet. For example, on Laser Hair Removal, only up to 3 items added to the cart per person should be allowed.

#3 - Please add a GO TO CART  and a BACK TO SHOP button on all media views, it is inconsistent on some items.

#4 - Adjust the Hero image on Desktop so the wording is visable (mobile is ok) Please also fully spell out "BLACK FRIDAY"
#5 When you click on the graphics - the Wording gets cut off
#6 - Please replace the graphics with what is in this zip file. I adjusted the line weight for the reg price red line strikethrough because it was hard to see.
Nolie
Hi,  Alyssa Workman, Medstar Alyssa I already addressed the above edits except this one,

#3 - Please add a GO TO CART  and a BACK TO SHOP button on all media views, it is inconsistent on some items.

Could you please elaborate it further? Thank you!
Nicol Razon, Medstar
Nolie Nolie Alyssa Workman, Medstar Alyssa I've created a video to explain #3 - https://watch.screencastify.com/v/rRg4hPlcWFn43YW3uaTl

Please also note additional updates initiated by the client for the short and long descriptions.   updated on this sheet.

I understand the short description is limited by character. I don't know what that character count is. If you cannot add the "Limit:..." and beyond, that's ok. The client WANTS it noted many times.

Please fully copy and paste anew from the sheet. I found typos and misspellings that I have corrected.

Nolie Thank you, Nicol
Alyssa Workman, Medstar Thank you!
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa  
I re-worded the CS disclaimer. Hopefully, it is clearer now. 
Alyssa Workman, Medstar Thank you!
Nolie
Hi, Nicol Razon, Medstar Nicol Alyssa Workman, Medstar Alyssa I already added the GO TO CART  and a BACK TO SHOP button. I also updated the description. Please check, https://thecocar.com/black-fri-sales-2023/. Thank you!
Alyssa Workman, Medstar Thank you!
Isaac Klausnser, Medstar
Nicol Razon, Medstar Nicol - ACCEPTED. Thank you.
Alyssa Workman, Medstar Thank you!
Nicol Razon, Medstar yay!
Nicol Razon, Medstar
Nolie Nolie
#2 -
Please notice that the pop up version of the items needs to match the landing page version of the items and in a way that they can be seen.

NOTE: for "Blowout Facials"

This is the mobile view of when the pop up of the item is initiated. It has so much text that one cannot scroll down or adjust the screen to view the options that will allow to add to carth
THE FIX for this:
Here is the desktop view of the same pop up for Blowout Facials.  If we can delete several lines and have them all at the bottom, I believe we can make it work for mobile. I have shows the udpates in the screenshot below and, am updating this sheet right here to mirror the change.
I know you may think it stupid that I didn't catch this earlier, but I didn't! 
I am new to auditing any shopping carts! I'm sorry for the inconvenience on these changes.

The new line to update in the Description is:

Buy now, schedule later! All prepaid treatments expire 2/29/24.

Max 2 per person from Blowout Facials category.

By purchasing a Black Friday discounted service, you are agreeing to receive all treatments by the indicated deadline. There are no refunds, date extensions, or transfers. All sales are final.
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa  I believe after the above changes, this shop should be good to send to the client for review. and YES, we do want to send this one to the client for review.
Alyssa Workman, Medstar
Nicol Razon, Medstar Nicol ok, please send it to the client to review after the edits. If you need me to send it I can, but up to this point, CSMs have been sending shops to clients for review, not me. All clients should be getting a preview of their shop before we make it live. I will Slack you once I see the edits are done but asking Nolie to tag both of us. Once it is approved, let me know and I'll be sure it goes live on time. Thank you!

Nolie Nolie please tag Nicol and myself once the edits are done vs boosting so we can see it faster. Thank you!
Nolie
Hi Nicol Razon, Medstar Nicol Alyssa Workman, Medstar Alyssa please check, https://thecocar.com/black-fri-sales-2023/

Please notice that the pop up version of the items needs to match the landing page version of the items and in a way that they can be seen.
===> Regarding this one, I can't find the settings to include the long description in the popup.


Thank you!
Alyssa Workman, Medstar Thanks
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac can you help out on ths? When someone clicks the pop-up version of the shop item, the long description does not show. We have to "Select Options" to see the long description. Thanks for your help. 

Nicol Razon, Medstar Nicol besides what Nolie mentioned, this should be good to send as a preview to the client. I am asking Isaac to look into it. Please let me know if everything is approved to make live on the 24th. 
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - The popup is only for the quick view and that's why don't have the full description. I have now removed the popup to keep it simple like the other carts.

Also moved the products here - https://thecocar.com/shop

Test Purchase - Succesful

New Order Notification Email - laura@thecocar.com
Alyssa Workman, Medstar Great, thx!
Alyssa Workman, Medstar
Thanks Isaac Klausnser, Medstar Isaac !

Nicol Razon, Medstar Nicol  fyi ^
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa sent to Laura of Cocar for feedback. 
It all looks good to me!
Alyssa Workman, Medstar Thank you!
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa  SHOP APPROVED
Alyssa Workman, Medstar Thank you!
Alyssa Workman, Medstar
Nicol Razon, Medstar Nicol please confirm over slack in the Black Friday Channel and tag me and Ivy if the client approves to move the live date up. 
Nicol Razon, Medstar 👍
Isaac Klausnser, Medstar
Hi Nicol Razon, Medstar Nicol Alyssa Workman, Medstar Alyssa - Those icons were for the social share of the products and not for the client's own social pages. I have now removed them. We don't put them on the carts.
Alyssa Workman, Medstar Ok great, thx!
Nicol Razon, Medstar Thank you
Nicol Razon rescheduled this to-do
Was
Now
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa Isaac Klausnser, Medstar Isaac approved early launch. We just need to have a BLACK FRIDAY in the drop down menu  "Shop" going to the shop
Isaac Klausnser, Medstar
Nicol Razon, Medstar Nicol - DONE
Nicol Razon, Medstar TY!
Alyssa Workman rescheduled this to-do
Was
Now
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac or Nolie Nolie   please draft BF items after midnight EST 

Thank you!
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa  - DONE
Alyssa Workman, Medstar Thank you!
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.