Event Tracking

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

Black Friday- North Shore Medical Wellness - Shop/Online Sale- Nov 1

Assigned to
Alyssa Workman, Medstar Alyssa W. Isaac Klausnser, Medstar Isaac K.
Due on
Notes
Alyssa Workman, Medstar Alyssa Ivy Santiago, Creative Project Manager at Medstar Ivy here is the spreadsheet with all of the sale info:
https://docs.google.com/spreadsheets/d/1hJMbxjHUiRy8d4HJzeXquu4q-Dx3vmp7B6_akY3dOaI/edit#gid=1485986915

Hannah is writing the descriptions on this task:
Black Friday Cart descriptions  - North Shore Headache & Spine - Dr. Ocasio - www.nshsc.com - 🔴 SEO client 🔴 - Paige

Isaac Klausnser, Medstar Isaac can you please use the spreadsheet to set up the shopping cart?

The client sent over the email inviting us to the Strip account. It's in support, is this enough?


Email of client contact: 

Date shop goes live: November 1

Date shop goes back into drafts (or stays up): PENDING
 
Do they currently have a shopping cart built? If yes. Please share the URL. NO 

Does the client have a WPEngine site? YES 

Do we have access to their domain dns records? YES 

Do they have any active payment processor account? If yes. Please share the name. Setting up 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: NOT YET

FYI: gift cards are not taxed here

Graphic Order

Types of graphics needed: Shopping Cart Graphics

Design requests: https://nsmedicalwellness.com/

Preferred template- please drop canva link (optional):
Page 11 or 14 
https://www.canva.com/design/DAFxEpkvTYM/qjBlxCBsuMqmTekCXYcdoQ/edit

Comments & Events

Ivonne Ackerman, Medstar
Isaac Klausnser, Medstar Isaac is it possible to start working on their shopping cart? Can you please set up a time with Nolie Nolie   so he can learn how to help you with this? Or send him a video?
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne - Sure. I will work with him.

I am unable to access the shopping cart sheet. Please share the access.

Also are we setting up the cart on shop.nsmedicalwellness.com or the main website?
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne - We had a chat regarding this over the call. Please let me know when we have the graphics ready for the products. Thank you.

Also the description and disclaimer is missing in the sheet. Please check and let me know. Thank you.
Alyssa Workman, Medstar
  Ivonne Ackerman, Medstar Ivonne Ivy Santiago, Creative Project Manager at Medstar Ivy I can't access this sheet either.  Please share access when you can.
Paige Montgomery, Client Success Manager at Medstar
Alyssa Workman, Medstar Alyssa  Check now please 
Alyssa Workman, Medstar Got it thx!
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac the descriptions, disclaimers, and graphics are being finalized. Will have them before Friday. Thanks!
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Awesome. Thank you.
Alyssa Workman, Medstar You bet!
Alyssa Workman rescheduled this to-do
Was
Now
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne - Here you go

https://shop.nsmedicalwellness.com/

Please review and let me know if you need me to make any changes. Once you have confirmed. I will add the remaining products.

Also sorry I missed this earlier but I just checked and found that the client has provided us with the STRIPE EXPRESS delegated access and not the STRIPE main dashboard.

Please ask the client to provide us access to their STRIPE main dashboard.

Below is the difference b/w stripe express vs Stripe.

A Standard Stripe account is a full-function account owned by you. A Stripe Express account is a simplified dashboard version of Stripe where you can view your available balance, see upcoming payouts, and track your earnings in real time.
Alyssa Workman, Medstar
Paige Montgomery, Client Success Manager at Medstar Paige can you please see Isaac's comment above about Stripe access and connect with the client? Thanks for your help! 
Paige Montgomery, Client Success Manager at Medstar
Alyssa Workman, Medstar Alyssa Isaac Klausnser, Medstar Isaac Ivonne Ackerman, Medstar Ivonne on it, Sending to the client now. 
Alyssa Workman, Medstar Thank you!
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac I think it looks good to proceed. The only thing I noticed is that I am able to select less than 50 units. The minimum per customer should be 50 units. The description will need to be corrected also since it is incorrect.  I updated the spreadsheet.

There are a few small grammatical punctuation nuances that I can update. I should be able to login through wpmanage to do so? The usual credentials aren't working for me. 
Paige Montgomery, Client Success Manager at Medstar
Alyssa Workman, Medstar Alyssa it is a minimum of 50 units not a max :) 
Alyssa Workman, Medstar
Paige Montgomery, Client Success Manager at Medstar Paige  thanks for clarifying! I updated my comment. I will also update the document since it mentions a max, not min. 
Paige Montgomery, Client Success Manager at Medstar I updated! TY!❤️
Ivonne Ackerman, Medstar
Alyssa Workman, Medstar Alyssa I updated the sheet myself because I saw the grammar mistakes. I think Isaac hasn't built out all of the rest so he can make the other products with the right lingo that I wrote in the sheet. Moving forward the google sheets need to be edited. I'll ask Elizabeth to do the first round of edits, and then maybe you should go through them. But, it's also great if you can edit them yourself.

Isaac Klausnser, Medstar Isaac I made some notes on the first product. After you edit the first, the rest are ready to be built! Thank you! 
https://watch.screencastify.com/v/IcTkkTSwgHIP2vupa4ta
Alyssa Workman, Medstar Sounds good
Alyssa Workman, Medstar Thank you
Paige Montgomery, Client Success Manager at Medstar
Update on stripe; Lauren is OOO until tomorrow so we won't see that updated access until then.  Alyssa Workman, Medstar Alyssa Ivonne Ackerman, Medstar Ivonne Isaac Klausnser, Medstar Isaac  
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa -Thank you. DONE.

Ivonne Ackerman, Medstar Ivonne - DONE

https://shop.nsmedicalwellness.com/

# I am seeing "IVY" in the IV Therapy graphics. Please fix and share new graphics.

# The size for the graphics should be 750px * 750px and also they should be compressed. (I took care of it on this website on my end. This is for the other online stores that we are building on WOO)
Alyssa Workman, Medstar Noted
Ivonne Ackerman, Medstar
Isaac Klausnser, Medstar Isaac has the shop been tested? Is it ready to go live? Noted on the compressed images. Thank you!

Can you please place the login info for all shops here in the tasks?

for this shop,  can you please delete at the top where it says "minimum order quantity..."

Also, on mobile, I only see two products. 
Alyssa Workman, Medstar Thanks!
Paige Montgomery, Client Success Manager at Medstar
Isaac Klausnser, Medstar Isaac Alyssa Workman, Medstar Alyssa   The client asked that we change the botox Quantity = units. Mamimum of 100 total units per customer. I've updated the spreadsheet but wanted to notify you as well. Thank you!
Alyssa Workman, Medstar Noted thx
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac Paige Montgomery, Client Success Manager at Medstar Paige Ivonne Ackerman, Medstar Ivonne I updated the graphic for IV Therapy and updated the minimum quantity for Botox.

Ivonne Ackerman, Medstar Ivonne I see the products fine on mobile.

These are the credentials that Isaac created for our team for this site:
medstar | Letmein123#@!

Isaac Klausnser, Medstar Isaac if you confirm this has been tested, please make the shop live so it is all set for the text blast tomorrow. Thank you!
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne

# No, it's not ready yet. We are yet to connect it with the client's STRIPE account. I saw your email conversation with the client regarding this but I don't see the password for their stripe account in that email thread. Please share.

# Sure. I will drop the logins.

# delete at the top where it says "minimum order quantity..." - DONE
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Thank you.

I just confirmed with Paige on Slack and she confirmed it's "MAXIMUM" and not "MINIMUM" for the BOTOX. I have now updated the BOTOX product accordingly.
Alyssa Workman, Medstar Got it thanks
Brittany Redding, Digital Marketing Manager at Medstar
Ivy Santiago, Creative Project Manager at Medstar Ivy Alyssa Workman, Medstar Alyssa  Just an FYI, Isaac put Botox and Fillers in drafts. This client's Stripe account has been verified but he recommends waiting 24 hours before we add those back into the shop. 
Alyssa Workman, Medstar Noted
Alyssa Workman, Medstar
Ivy Santiago, Creative Project Manager at Medstar Ivy Brittany Redding, Digital Marketing Manager at Medstar Brittany   will take those two out of the drafts before the text blast gets sent at 11:30 EST. That will be near the 24 hours. I put a notification reminder for myself. 
Brittany Redding, Digital Marketing Manager at Medstar Thank you!
Ivonne Ackerman, Medstar thank u!
Alyssa Workman rescheduled this to-do
Was
Now
Ivonne Ackerman, Medstar
Isaac Klausnser, Medstar Isaac  can u please make a video for the client showing them how to see their sales?
Alyssa Workman, Medstar
I published the botox and fillers 
Ivonne Ackerman, Medstar thanks!
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne - Sure. Will do.
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  did you get a chance to create the video? Maybe this moved to emails. Thanks for verifying. 
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Clients will be checking for the new orders from the order tabs in their leadsheet and also in their new emails and not from their wp-dashboard.
Alyssa Workman, Medstar Got it, thx!
Alyssa Workman, Medstar
Paige Montgomery, Client Success Manager at Medstar Paige  what date should this cart go back to draft? 
Alyssa Workman, Medstar
Paige Montgomery, Client Success Manager at Medstar Paige Ivonne Ackerman, Medstar Ivonne  can either of you please let me know when this car should go back to draft? I will add the due date. Thank you!
Ivonne Ackerman, Medstar
Paige Montgomery, Client Success Manager at Medstar Paige  have they confirmed if they'll extend the sale until after Cyber M?
Paige Montgomery, Client Success Manager at Medstar
Alyssa Workman, Medstar Alyssa Ivonne Ackerman, Medstar Ivonne   Shop leaves 12/1/23
Alyssa Workman, Medstar Thank you!
Ivy Santiago, Creative Project Manager at Medstar
Alyssa Workman, Medstar Alyssa Paige Montgomery, Client Success Manager at Medstar Paige Ivonne Ackerman, Medstar Ivonne
Client approved text blast draft for Monday but they reworded their filler promo to "$900 OFF Jawline Contouring" instead of Buy 2 get 1

They want us to also update the graphic on shopping cart. I went ahead and updated graphic -see below. Let me know if this works and if we can get this uploaded/updated in site before their draft goes out on Monday. Thank you!

Alyssa Workman, Medstar
Ivy Santiago, Creative Project Manager at Medstar Ivy I took care of this. 

Nolie Nolie will you please help with this update?
https://shop.nsmedicalwellness.com/wp-admin
medstar | Letmein123#@!

The Gift Card needs to be updated to a variant item with the updated sale/regular prices indecated in this graphic and in the spreadsheet on lines 11, 12, 13

https://docs.google.com/spreadsheets/d/1hJMbxjHUiRy8d4HJzeXquu4q-Dx3vmp7B6_akY3dOaI/edit#gid=1485986915
Alyssa Workman rescheduled this to-do
Was
Now
Alyssa Workman rescheduled this to-do
Was
Now
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  I am drafting all shop items, unsure if we need to do anything further since they had no previous shop. Should we remove it from the menu as well? 
Paige Montgomery, Client Success Manager at Medstar
Alyssa Workman, Medstar Alyssa  please remove from menu per client.
Alyssa Workman, Medstar Done
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.