Skip to content
Operations
Supplements
Test Kits
B2B Distribution
Amazon
Core Meetings
Share
Explore

1/30/25 Meeting


January 30 Meeting
Name
Topic
Notes
Resolution/Action
Resolved?
Fidelitone return in Shopify
Nick + Shayna to review whether we (Tally) can trigger refund after Fidelitone has reconciled inventory, indicated that the item is deemed refundable (Fidelitone to test in sandbox environment)
⁠
@Matt Schwartz
⁠
to follow up w/ Fidelitone with all the test cases.
Skip copy
Customers continue to express confusion and frustration about Skip feature limitations - it does not explicitly state that the skip applies to the next order only and customers cannot skip consecutive orders. Can we edit the text on this UI to be more clear?
⁠
@Matt Schwartz
⁠
- let me ask James to update the designs.
How often is this occurring given we’ve seen 100s of customers successfully skip?

Let’s deprioritize.
Pause in account management
Do we have plans to enable customers to pause their plans through the app directly or will this wait until migration to StayAI (or other subscription management platform)?
Deprioritize until we migrate.
“Get Action Plan” reminder - Klaviyo logic
Supplements only subscribers are receiving the “Unlock Action Plans” email
Investigating this trigger with Nick - all Membership Emails should be sent using the hasActiveMembership trigger.
Fedex Shipping Options to Select
Fidelitone offering other options for customers if want
OPTIONS:
FedEx Services: (PON is priority overnight and SON is standard overnight)
FEDEX GROUND
FEDEX 2-DAY (PROPOSED)
FEDEX SON (PROPOSED)
FEDEX PON
Should we give customers this option? YES, not in checkout but option for CSAs
If we give it to them, which option to provide?
Are we technically able to do this?
How much should be charge?

SOP:
No order scheduled - create new order, select express shipping option
Order scheduled, but not waived - cancel order, create new order with express shipping
If order is waived, send email to Kandis.
f/u on Cancelation Questions
From
@Shayna Lans
⁠
:
Can we identify customers moving through the flow by email?
My thinking is: for customers stating they prefer to order as needed - it would be great to collect their email addresses and contact them when we offer one-off purchases
Similarly, is there any way to link these cancellations to products in their subscription? and/or number of orders before cancellation?
What does the 0.9 "total cancellations" mean? and 0.1 "winbacks"?
Is there a way to track the effectiveness of different flows, for example does side effects result in higher volume than winbacks than people reporting budgetary reasons, etc.?
⁠
Mixpanel
⁠
⁠
Review trend in subscription cancellation and pause since cancellation launched on 1/23
⁠
Reporting review
⁠
⁠
Most accurate reporting will be after 30 days since this includes a full cycle of subscription renewal
​
There are no rows in this table
⁠


Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.