Event Tracking

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

Black Friday-Sante - Shop/Online Sale- 11/22-12/2

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

Shopping Cart Spread sheet:
https://docs.google.com/spreadsheets/d/1nrkQog7HN2IaMv2XFSas2QxHmHFWYToJCQkqD4HKjgQ/edit#gid=1485986915

Payment Portals & Shop Shares (Tools for getting Merchant Processor Access)
https://support.stripe.com/questions/invite-team-members-or-developers-to-access-your-stripe-account
https://account.authorize.net/help/Merchant_Interface_RoboHelp_Project.htm#account/User_Administration/Add_a_New_User_Account.htm
https://squareup.com/help/us/en/article/5591-get-started-with-employee-management


Email of client contact: Abby@santembb.com

Date shop goes live: 11/24

Date shop goes back into drafts (or stays up):12/2
 
Do they currently have a shopping cart built? If yes. Please share the URL.No

Does the client have a WPEngine site?

Do we have access to their domain dns records? Yes

Do we have hosting access?

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

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

Have we trained client on where to view shop sale:

Graphic Order

Types of graphics needed:

Design requests:

Preferred template- please drop canva link (optional): 

Comments & Events

Alyssa Workman, Medstar
Judi Vallano, Medstar Judi will you please update access to this sheet? Ivonne Ackerman, Medstar Ivonne  thanks for tasking out the descriptions to Hannah. I will help monitor when it is time to audit and pass them to Isaac. 
Ivonne Ackerman, Medstar thank u!
Judi Vallano, Medstar Done!
Alyssa Workman, Medstar
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Sure. Will do. Thank you.
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - DONE

https://shop.santembb.com/

The test purchase was successful.

I have added info@santembb.com in the new order client notification email. Please let me know if we need to add any other email as well.

I will connect the cart with the client's leadsheet soon.
Alyssa Workman, Medstar Thank you!
Alyssa Workman, Medstar
Judi Vallano, Medstar Judi please see Isaac's comment above. It is ready for client approval.

I have updated the due date as a reminder of when to make this shop live. I will tag Isaac then. 

Ivonne Ackerman, Medstar Ivonne fyi
Alyssa Workman rescheduled this to-do
Was
Now
Ivonne Ackerman, Medstar
I'll send to the client. Thank you! 
Alyssa Workman, Medstar Thank you!
Alyssa Workman, Medstar
Ivonne Ackerman, Medstar Ivonne  will this go live on the 20th now? I saw you updated the banner task but no other tasks got updated. Thanks for letting me know. 
Ivonne Ackerman, Medstar 22nd
Alyssa Workman rescheduled this to-do
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Ivonne Ackerman, Medstar
Nolie Nolie can you please add this new item to this cart:



Description:

Short Description:
Personalized beauty is just a gift card away for your friends and family. 

Long Description:
A gift card is a perfect way to spread joy and let your loved ones choose the best treatment for them!

*maximum purchase limit of five (5) gift cards per client




Nolie, do you know how to make it so that there is a maximum purchase limit?
Nolie
Hi,  Ivonne Ackerman, Medstar Ivonne  please send the Shopify login info.  I will check the settings if there's an option for the purchase limit. Thank you! 
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  do you have the login for this account? I tried support@medstarmedia but we do not have admin access there. 
Alyssa Workman rescheduled this to-do
Was
Now
Alyssa Workman, Medstar
Updated due date. Shop to go to draft on the 2nd at midnight EST
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.