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3/2 Meeting

Topics
Name
Topic
Notes
Resolution/Action
Resolved?
Katie
Shopify - General Settings - Billing Settings
Can we review together? Seems like we may want to make a few adjustments.
Kyle
Streamline TallyAge test kit processing cost
Requirements reviewed
Kyle
JIRA permissions for Garret and Katie
Discuss JIRA access, collaboration, and
Kyle + Mikhial
Shopify fraudulent orders
@Mikhial Hudda
to implement auto-cancellation of high-risk orders follow up regarding communications to fulfillment partners OKC and Fidelitone
Kyle
Extended Beta + Survey customer discount code
Add one add’l use to
Share discount code via Promote > get shareable link
XCGA8Q5AVN69


Only support requests from customers until 3/8
Kyle
Auto-response SMS message
Done!
Kyle
Auto-response message for
Kyle to reach out to Klaviyo
in Klaviyo flows
Possible to create auto-responder via Gmail?
in Klaviyo
Garret
Pause Plans
There is no way to unpause without using doing it manually
Garret
Separate Orders

This person bought two membership, but wants to reassign one to his wife
Current paths for users to purchase multiple subscriptions:
User received abandoned cart email and is logged in via Shop Pay
If .js is disabled (via browser) on checkout
Garret
What happens post Series8?
Katie
Let’s share with GM the prepaid option for memberships
Garret
Delete user profile + data
Garret to drive
Garret
What happens if a person forgets to take one of the test of thir 4 test membershi?
(E.g., did Q1, I skip Q2 test but come back Q3)
Kyle to answer whether missing TallyAge test roadblocks membership journey
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