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@clatwell
clatwell / nest-status-june-20.md
Last active June 26, 2019 14:44
[NEST] All the things: June 20

Dashboards

Agent Team Dashboard

605 - Inconsistent display for Upcoming Key Dates on "preview" days for next month

  • Done; needs QA

609 - Update calculation for Expected Commission

  • Done; needs QA
@clatwell
clatwell / envoy-enhancements.md
Last active May 28, 2019 18:47
2019 Envoy Enhancements - Dashboards & Notifications

https://nest.staging.vigetx.com/

Agent Dashboard - 90% Complete

  • Add Transaction Pipleline data (Prayash, this week)
  • Add Projected Commission, Purchase Price (David, in-progress)
  • Agent Teams can manage goals (David, this week)
  • Functional and Visual QA

Office Manager Dashboard - 80% Complete

@clatwell
clatwell / gift-certificate-copy.md
Created May 7, 2019 16:21
Gift Certificate Email Content

Enjoy using your balance for all-access admission to the aquarium, which includes touch experiences, animal presentations and the special exhibit, or a chance to personally meet a beluga or penguin during an Extraordinary Experience. You can even apply your credit toward a membership and receive year-round complimentary admission while supporting the expert care we provide to animals at Shedd and to wildlife around the world.

We’re excited to have you join us! To redeem your gift certificate:

  1. Visit sheddaquarium.org and select your eligible product: tickets, membership, Extraordinary Experience or select programs and events.
  2. Place the desired item in your online cart. On the Checkout page, enter the redemption code and the gift certificate amount you wish to apply to your purchase.
  3. Add additional payment, if necessary, and complete your purchase! You will receive your tickets or verification via email.

Or call 312-939-2438 or visit Shedd Aquarium’s main entrance with a printout or this email on y

@clatwell
clatwell / login-redirects.md
Created April 29, 2019 00:59
[Viget + Shedd] Login Redirects

Create an Account / No items in Cart

Users can create an account outside of the Membership purchase pathway (/accounts/new)

Once the account is created, I'm redirected to /orders/new (Complete Your Purchase) for a $0 transaction.

If a user creates an account and there are no items in the cart, redirect them to /contact_info/edit

Login in Ecomm header from Tickets app

@clatwell
clatwell / anchor-links.md
Created March 25, 2019 19:28
[Viget + Shedd] Anchor Links
@clatwell
clatwell / vendor-deduplicaton.md
Last active March 19, 2019 19:19
[Viget + Nest] Vendor Deduplication

Claire and Eli clicked around on production and identified several "duplicate vendor" use cases that we'd likely need to consider outside of the Vendor Deduplication tool:

Same Vendor, Different Office It looks like the most common "duplicate vendors" are vendor records that are repeated across offices. Like this:

screen shot 2019-03-04 at 10 43 41 am

Right now, vendors can only belong to one office. A few options we have here are:

  • Do nothing and allow many offices to have the same vendor
@clatwell
clatwell / programs.md
Created March 14, 2019 15:17
[Viget + Shedd] Planned Programs / Program Categories
  • Volunteer - Program Category
  • All Volunteer opportunities - Programs
  • Internship - Program Category
  • All Internship opportunities - Programs
  • Shedd Adventures - Program Category
  • All Shedd Adventures - Programs
  • Field Trip Programs - Program Category or Listing Page (to group by age range)
  • All Field Trip Programs - Programs
  • Classroom Resources - Program Category or Listing Page (to group by type)
  • All Classroom Resources - Programs
@clatwell
clatwell / test-card.md
Created March 6, 2019 17:15
[SHEDD] Vantiv Test Credit Card Details

Test Credit Card Details

Note: There is a known issue in which our request to Vantiv doesn’t return the iframe. When this happens, a “Please refresh your browser” message will show. Refreshing your browser should show the payment iframe.

  • Number – 4111111111111111
  • Expiration – Any date in the future
  • CVV - 123
  • Billing Zip – 30330
@clatwell
clatwell / resident-copy.md
Created February 13, 2019 15:14
Il Resident and Chicago Resident Copy

IL Resident Free Days (Days with Illinois Resident Price Type)

  • Alert Title: Illinois Resident Free Day
  • Checkbox: My party includes Illinois residents. (Special pricing will be validated by billing zip code upon checkout. IDs will be validated onsite upon your visit. Each adult ticketholder will need their own ID.)
  • Price Type: Illinois Residents

All other days (Days with Illinois Resident Price Type disabled)

  • Alert Title: Chicago Resident Discount
  • Checkbox: My party includes Chicago residents. (Special pricing will be validated by billing zip code upon checkout. IDs will be validated onsite upon your visit. Each adult ticketholder will need their own ID.)
@clatwell
clatwell / account-management.md
Last active September 27, 2018 17:00
Account Management User Stories

Profile Management

  • Users can update account weblogin and password (password needs to get synced to Tessitura)
  • Users can update account address and phone number (we talked a whole lot about first name and last name. we're going to leave this off for now)
  • Users can update billing info (this needs more definition)
  • Users can update Membership info (this needs more definition)

What We Need To Do Now

  • Claire - Quick UI mockup, write tickets for Ian