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6/20/24 Meeting


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Name
Topic
Notes
Resolution/Action
Resolved?
Update address not translating to Seal
Update on resolution from Product?
Seal cannot update addresses associated with subscriptions so we will post address changes to #alerts-customer.

this will get pushed in by EOW.
Decision on shipping confirmation email
Based on OKC feedback, order is generated from Tally when the order is in ‘shipped’ status - Sendle still does not update for a number of days in some cases
I am a proponent of updating copy :)
Next step: confirm that marketing is implementing copy updates in order confirmation emails
Customer initiated Skip
@Shayna Lans
to create a list of all skipped customers.

@Matt Schwartz
to research w/ Nick - most likely a bug with the Seal API.
Promo codes for July promotion
Matt to create promo code for Shayna to give existing customers who reach out to CS 20% off their next subscription/membership month
Recapping plans + next steps for our 4th of July discount code, JULYFOUR
Discount recap: The discount code has been , and will be automatically applied from 7/1 to 7/8. It automatically gives new customers 20% off the first month of any supplement subscription or membership. It does not apply to one-off TallyAge test purchases. It stacks with all other discount codes.
Test Shopify Store: If you'd like to demo the discount, Haley and I have and tested the discount, which you can see in our -- the password to access our test store is $upplement$
Discount promotion: As discussed above, the promotional banner in our Shopify Store will be updated on 7/1 to promote the JULYFOUR discount, and the marketing team will leverage add'l traffic drivers to maximize new customer growth
Existing customers: Customer Success will have a separate discount code created by Matt, that they can choose to apply in certain scenarios when existing customers reach out to CS
@Matt Schwartz
to get Shayna the discount codes.
Discount logic matrix
Should we update now that we are allowing customers to attach a supplement of their choosing to membership? (for CSA reference) — I can update
Bottle Timeline
@Matt Schwartz
is there a project list that we can start populating timelines for TECH and OPS?
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