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3/2 Meeting
Topics
Topics
Name
Topic
Notes
Resolution/Action
Resolved?
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
https://tallyhealth.atlassian.net/browse/MA-153
Requirements reviewed
Kyle
JIRA permissions for Garret and Katie
Discuss JIRA access, collaboration, and
planning board
Kyle + Mikhial
Shopify fraudulent orders
Planning doc
@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
Beta/survey user list
Add one add’l use to
Discount code
Share discount code via
Promote > get shareable link
XCGA8Q5AVN69
https://tallyhealth.com/discount/XCGA8Q5AVN69?redirect=%2Fproducts%2Fmembership%3Fvariant%3D40298027647111
Only support requests from customers until 3/8
Kyle
Auto-response SMS message
Done!
Kyle
Auto-response message for
no-reply@tallyhealth.com
Kyle to reach out to Klaviyo
No OOTB trigger metric
in Klaviyo flows
Possible to create auto-responder via Gmail?
Create trigger via dev
in Klaviyo
Garret
Pause Plans
There is no way to unpause without using doing it manually
Garret
Separate Orders
https://tallyhealth.gorgias.com/app/ticket/52827478
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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