11/27/24 Meeting · Operations

Shipping confirmation email for two shippers

Per OKC, issue should be fixed 11/28

ETA to update automated email to send both tracking links?

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@Nick Nathan

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do you need to investigate?

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@Matt Schwartz

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to email OKC to notify us once it’s out so we can tests + verify.

“Unfulfilled orders”

Has this bug been resolved?

ETA on resolution?

Let’s stay with status quo and make sure this captured with requirements with Fidelitone.

Invoice for more than one 3-kit bundles

Can CSA create invoice with more than one 3-kit bundle for customers who reach out?

Yes - let’s send invoices for those with discounts. Let’s stay in close communication when those use cases arise.

Skip feature - potential copy enhancement

Customers seem to believe that utilizing the skip option once should apply to multiple, future orders

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@Shayna Lans

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could you provide more details of the customer needs here?

How often is this happening?

Single / Multi-supplement?

Mechanism to catch duplicate subscriptions prior to checkout

Other than malformed order report, are there other checks we can put in place to alert customers of potential duplicate subscription?

Customer email is flagged as having existing subscription in ShopPay - are customers able to circumvent this without logging in? What are other loop holes?

@nick to message the report directly to Shayna.

Acquisition quiz - CSA view

Can we enable CSAs to view customer results of acquisition quiz?

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@Shayna Lans

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could you provide more details of the customer needs here?

How often is this happening?

What are the customers asking in these scenarios?

MAtt to show Shayna to find this data in Klaviyo → longer term this will be in Mixpanel.

Reactivate now - customer action

Do we have a better understanding of this behavior in Seal?

For customers indicating they would like to “pause until further notice,” it would be great to inform them that they can resume when ready through their Tally account directly.

Unpause - past billing date - bill you asap and set new billing schedule.

Customers claiming they have attempted to cancel previously

Could these emails be hung up in quarantined emails?

Disable ironscales at hello@tallyhealth.com.

Promo: TallyAge Tests for Existing Subscribers

Goal: Product, Engineering, CS, and Ops to propose path(s) activate on project requirements

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Project brief

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Promo: TallyAge Tests for New Subscribers

Goal: Product, Engineering, CS, and Ops to propose path(s) activate on project requirements

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Project brief

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