‹ Home
Exported

GEMS

https://gems.umn.edu/ https://gems.dev.umn.edu/
Robyn, Project Manager at Matogen DigitalIan Parsons, Head Chef at Matogen DigitalLaura Hurley, Designer, UX and Engagement Specialist at Matogen DigitalDavid Mundell, Developer at Matogen DigitalXoliswa Shandu, Matogen DigitalJohnny Sheridan, Sales Boss at Matogen DigitalPatience Kudyatasa, QA Specialist
From the list: CRM transition

✔ Audit Fresh

Robyn added this on
Completed by Robyn
Assigned to
Robyn, Project Manager at Matogen Digital Robyn
Due on
Notes
  • Plan for CRM change - audit and note Fresh  - whats in there and what needs to be catered for 

Comments & Events

Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Considerations
  • Contacts in Fresh - contacts that have come through Fresh are for Platform, Exchange and the Newsletter & imported 
  • All Exchange and Platform sign ups are also listed on a google sheet 

Service lines:

Platform 

  • Platform process to encourage sign ups - short form with absolute bare minimum with follow up emails to drive the signup 
  •  Internal and External processes with automation including:

  • Thank you for submission with details about Platform pricing options 
  • Select a free option or chat to Kevin - internally - if not free option to book time with him in his calendar
  • Chat to Kevin about the options available - externally - book time with him via his calendar 
  • If no one books an appointment with Kevin, which is indicated in Fresh, the client gets a follow up.
  • If an option is selected, the person gets routed to payment if external (that never happened) and student information when its internal (and not paid) 
  • Automated email inviting people once they are approved 

Exchange 

Workflows exist but require an exchange sign up form to trigger the flow - those were removed from the website when we made the change from RapidAPI so no workflows are currently being used for Exchange - no sign up and linked straight to Globus / Github for API details


Newsletter

We were asked to remove newsletter sign ups so that still needs to happen - there's a welcome to our newsletter workflow in Fresh

Screenshot 2024-08-08 at 11.50.23.png 187 KB • Download




No one was notified
Robyn, Project Manager at Matogen Digital Robyn, Project Manager
GAPS.  FreshDesk - Ann wanted help with physical templates sometime last year, I took a bit long and then the knowledge base (which the templates are for) got parked so I don't have a good view on how this platform is being used 

There's a 116 contacts in FreshDesk https://gemsinformatics.freshdesk.com/a/contacts/filters/all

and seems like the forum has been imported - you can see tickets and questions https://gemsinformatics.freshdesk.com/a/forums

There is a helpdesk for tickets which has been set up with forms but again Ann handled the set-up so would be the best person to ask about this piece of the CRM 

https://gemsinformatics.freshdesk.com/support/home
No one was notified
Robyn, Project Manager at Matogen Digital
Robyn completed this to-do.