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4cf1e14f-be6d-4767-9580-f4d4356c99d9

WISE & Healthy Aging

4cf1e14f-be6d-4767-9580-f4d4356c99d9

Customer

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Club Wise - Wise Adult Day Service Center - Wise Diner

WEB_CA_WISEAGINGWEB

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Training Notes

12/4/20

Trainer:

Bill H

Training Type:

SEE NOTES

Next Training Date:

12/18/20

Next Training Type:

SEE NOTES

WISE & Healthy Aging

In this session we discussed the steps needed to clean up their data. I have a list of tasks to complete before the next session.? Create The initial zip codes groups and people - Done? Create the custom price variable fields. - Done? Create the call Group. Anyone that has a number in notes but no number in the phone field does not go into the group and active since 2018 goes into the group. - Done? Copy expirations dates if two dates pick later date. - Done? Pre-Fix all Current groups with xxx - Done? Guests group - add some standard time frames - Done? Create Mail Catalog group - 10.00 - they will send list - Done? Add new events categories, they will send list with descriptions - Done? archive all current events - Done? Import new people and create custom fields in sheet - Done? Create email opt-in group. Add all with email to the group that has custom field "optin" at yes.. - Done

11/18/20

Trainer:

Bill H

Training Type:

SEE NOTES

Next Training Date:

12/4/20

Next Training Type:

SEE NOTES

WISE & Healthy Aging

In this session we covered the events tab. This was a general events training.

11/11/20

Trainer:

Bill H

Training Type:

Onboarding 01

Next Training Date:

11/18/20

Next Training Type:

Onboarding 02

WISE & Healthy Aging

We are treating these guys like a new center and putting them through all 3 on-boarding sessions at their request. The session went great. They seem to be happy so far.
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