Meeting Title: Eden Treatment Data Sync Date: 2025-08-19 Meeting participants: Robert Tseng, Henry Zhao


WEBVTT

1 00:01:22.840 00:01:25.289 Henry Zhao: Hey, Robert, how’s it going?

2 00:01:28.280 00:01:29.190 Robert Tseng: Hey, Henry.

3 00:01:34.430 00:01:42.370 Robert Tseng: I have been reading this customer I.O. thread for, like, the past 20 minutes, trying to…

4 00:01:42.710 00:01:45.650 Robert Tseng: come prepared to help you. This is….

5 00:01:45.900 00:01:56.119 Henry Zhao: It’s not really custom I.O, I just need some general knowledge help, I think, and it won’t take too long, and I also want to align some with some other things, but I think I was able to figure out some of the things.

6 00:01:56.310 00:02:06.209 Henry Zhao: Okay. A lot of mixed panel overages, so I was thinking that I could just bring this topic up to Mitesh and Qatar tomorrow to figure out, like, are we able to just turn this data off? Is that the right channel, you think?

7 00:02:06.500 00:02:07.309 Henry Zhao: I think so.

8 00:02:07.310 00:02:14.419 Robert Tseng: I… I think that the new Eden, nobody’s using it. Like, I think we could….

9 00:02:14.420 00:02:14.860 Henry Zhao: where you’re from.

10 00:02:14.860 00:02:15.700 Robert Tseng: wages.

11 00:02:15.960 00:02:30.260 Henry Zhao: It says there are people seeing it, recently, but at least the, like, page load, reporting, nobody is using it for a long time except for, Ryan and Danny, but I don’t know if they, like, just used it once and didn’t really do anything with it.

12 00:02:30.970 00:02:31.370 Robert Tseng: Yeah.

13 00:02:31.370 00:02:32.170 Henry Zhao: ….

14 00:02:32.170 00:02:35.760 Robert Tseng: I mean, I’m looking at it, and I’m looking at recently viewed, ….

15 00:02:35.990 00:02:39.640 Henry Zhao: But this, like, daily update, like, people are looking at it 13 hours ago, 3 days ago.

16 00:02:42.520 00:02:46.959 Robert Tseng: Well, those guys are new, so I wouldn’t… I don’t think they… they know.

17 00:02:46.960 00:02:49.469 Henry Zhao: So I’ll just confirm with Mitesh and Cutter tomorrow, and then we can….

18 00:02:49.470 00:02:50.170 Robert Tseng: Yeah.

19 00:02:55.670 00:03:09.490 Henry Zhao: All right, and then S2S Northbeam, I opened up a ticket with Northbeam just to see if we can, like, check that the data is actually server-side now, but that’s what, Awash was able to achieve with Polytomic, right? I’ve also asked Andrew to see if he can help me confirm.

20 00:03:10.020 00:03:10.650 Robert Tseng: Okay.

21 00:03:10.880 00:03:11.490 Henry Zhao: Okay.

22 00:03:11.830 00:03:12.370 Robert Tseng: Yep.

23 00:03:12.700 00:03:23.789 Henry Zhao: Okay, ticket. And then, Zendesk, I don’t need to talk about this anymore. It looks like Bobby raised the priority on that ticket about sending webhook data to Customer I.O. every time a Zendesk ticket is opened.

24 00:03:23.940 00:03:31.849 Henry Zhao: But I think a better way to do it is in BigQuery, where I’ll have Awash add a column in the customer-rich profiles saying if they have a ticket open.

25 00:03:31.850 00:03:32.999 Robert Tseng: Yep, I agree.

26 00:03:33.260 00:03:44.040 Henry Zhao: Okay, and then moving forward, I should be aligning with Judd on, like, how he plans to administer campaigns in Customer I.O, right? Like, if I push all this Customer Enrichable file stuff in, Bobby’s not using it anymore, it’s really just Judd that I.

27 00:03:44.040 00:03:44.430 Robert Tseng: Yeah.

28 00:03:44.430 00:03:45.350 Henry Zhao: together with, right?

29 00:03:45.820 00:03:54.510 Robert Tseng: Yeah, so let’s, guys, while you’re speaking, I’m gonna add Judd to this… to this, leads channel thing, or marketing analytics thing. Okay. If he’s not already there.

30 00:03:54.510 00:03:56.480 Henry Zhao: Yeah, that’s always one thing I was confused about.

31 00:03:56.480 00:03:57.140 Robert Tseng: Yeah.

32 00:03:58.250 00:04:00.050 Robert Tseng: Okay, Dan, you can keep going.

33 00:04:00.530 00:04:12.260 Henry Zhao: Okay, and then the customer enriched profiles, we talked about this last time a little bit, but I just want to figure out, are we only using customer-enriched profiles for customer I.O, or is there any other use that we want to use that for?

34 00:04:12.470 00:04:18.560 Robert Tseng: Oh, I was thinking it could go into MixedPanel, but, I guess the customer I.O. is more… Pressing.

35 00:04:19.940 00:04:22.499 Henry Zhao: Okay, even if it goes into Mixpanel, …

36 00:04:22.860 00:04:30.840 Henry Zhao: we still need some sort of customer ID identifier, so I say if it doesn’t have email or customer ID, we should just cut it out of that table, because it’s not useful.

37 00:04:32.190 00:04:39.699 Robert Tseng: … But for Mixpanel, even if you don’t have those IDs, I’m trying to think…

38 00:04:40.350 00:04:50.979 Robert Tseng: Well, because we’re already pulling, like, anonymized web traffic in there, like, people who don’t, create an account, so it kind of does cover even the pre-customer journey, so…

39 00:04:51.450 00:05:00.749 Robert Tseng: I agree that in customer, oh, only those who have identifiers should actually go in there, but on the Mixed panel side, I think it should be… it….

40 00:05:01.040 00:05:01.500 Henry Zhao: Okay.

41 00:05:01.500 00:05:03.130 Robert Tseng: You should be able to add more people.

42 00:05:04.190 00:05:06.559 Henry Zhao: Okay, so I’ll leave this out for now.

43 00:05:07.120 00:05:12.520 Henry Zhao: I will leave it the way it is for now, because I’m using a scheduled query to deal with this for now.

44 00:05:12.620 00:05:18.039 Henry Zhao: Okay. I might just do that moving forward, until we see BigQuery usage spikes, which I don’t think we will.

45 00:05:18.590 00:05:19.210 Robert Tseng: Yeah.

46 00:05:19.530 00:05:26.879 Henry Zhao: Alright, the last thing is just the treatment knowledge. Okay, so I think where I’m stuck a little bit right now is knowing about treatments.

47 00:05:27.170 00:05:33.869 Henry Zhao: Yeah. So, I confirmed with you the very first time we met that the table I should be using is treatment updated for this task.

48 00:05:34.120 00:05:35.409 Henry Zhao: for Bobby, to fix.

49 00:05:35.410 00:05:35.970 Robert Tseng: Yeah.

50 00:05:35.970 00:05:44.199 Henry Zhao: all that stuff, right? I think this is the only table I need. I don’t think I need treatment created, because if it’s time to send a follow-up, there for sure would have been a treatment updated record.

51 00:05:45.940 00:05:46.950 Robert Tseng: Yes.

52 00:05:46.950 00:05:49.710 Henry Zhao: where I get confused now is what…

53 00:05:50.170 00:06:01.720 Henry Zhao: Okay, so there’s a few things I’m able to understand from this data. So I’m just looking at the treatment updated data using the edge cases that Bobby shared, because if I can understand the edge cases, I should be able to understand the normal cases, right?

54 00:06:01.860 00:06:02.600 Robert Tseng: Yep.

55 00:06:02.600 00:06:08.690 Henry Zhao: So here, it looks pretty normal if I just follow along. I ordered this by timestamp for one specific customer, right?

56 00:06:08.790 00:06:13.909 Henry Zhao: So, for this treatment ID, this is obviously the very first, dose.

57 00:06:14.540 00:06:19.619 Henry Zhao: of the semaglutide plus B12, and then it looks like when they have the second dose.

58 00:06:19.750 00:06:23.339 Henry Zhao: It’s a new treatment ID, just fine. I was just gonna order by…

59 00:06:23.740 00:06:31.499 Henry Zhao: By the user ID, okay, because we’re sending follow-up reminders to people, not regarding treatments, right?

60 00:06:31.500 00:06:32.200 Robert Tseng: Correct.

61 00:06:32.200 00:06:38.660 Henry Zhao: So then it’s pretty clear that there’s some pending, which is what happens first, but then it either becomes completed or active.

62 00:06:41.220 00:06:42.150 Henry Zhao: Right?

63 00:06:43.620 00:06:44.680 Robert Tseng: Active.

64 00:06:44.680 00:06:51.699 Henry Zhao: what I’m confused about is, like, are all of these semaglutides the same treatment path, or… you know what I mean? Because…

65 00:06:51.830 00:06:54.949 Henry Zhao: We talked a lot on Friday about, like, people with multiple treatments.

66 00:06:55.390 00:06:59.059 Henry Zhao: Obviously, this seems to me like one treatment, right?

67 00:06:59.280 00:06:59.730 Robert Tseng: Yeah.

68 00:06:59.730 00:07:13.980 Henry Zhao: I also am trying to figure out, like, why there’s sometimes, like, negative 1 remaining refills, negative 2 remaining refills. So, this is where I’m saying, like, I’m trying to understand the edge cases that Bobby’s talking about, but I’m getting a little bit lost, because I wish there was some resource to understand, kind of, if there’s, like, a treatment path.

69 00:07:14.070 00:07:19.960 Henry Zhao: Or, like, the way people define things at Eden, whether, like, this counts as one treatment or not.

70 00:07:20.740 00:07:25.430 Henry Zhao: … So yeah, I don’t want to talk about it too much here, but if you have any resources.

71 00:07:25.430 00:07:25.830 Robert Tseng: Bye.

72 00:07:25.830 00:07:29.389 Henry Zhao: Or… Let me see… to understand better.

73 00:07:30.140 00:07:32.910 Robert Tseng: Let me see if I can pull Christiana into the call.

74 00:07:33.650 00:07:40.890 Robert Tseng: Hey, are you available to jump into a call about treatments?

75 00:07:41.600 00:07:52.340 Henry Zhao: But then what I’ll do to fix this thing in CustomerIO, let me know if you think this sounds like a good plan, is for each user ID, I will join that to Customer Enriched Profiles, and I will add, like, the current treatment.

76 00:07:52.670 00:07:58.259 Henry Zhao: whether it’s active or not, and when we need to send the follow-up reminders. And I think that should fix it, right?

77 00:07:59.410 00:08:06.370 Henry Zhao: So I’ll use a case statement to use, pull in next treatment payment date, the status, like Billy talked about.

78 00:08:06.600 00:08:12.540 Henry Zhao: And then the next check-in date, next follow-up date, and use a case statement to figure out when we need to send the follow-up reminders.

79 00:08:12.780 00:08:19.640 Henry Zhao: But then I also want to understand, like, if monthly is the only membership schedule, if I need to… if there’s also weekly or other things I need to consider.

80 00:08:19.640 00:08:26.690 Robert Tseng: There’s no weekly. It’s only… it’s actually, yeah, monthly, quarterly, or 6-month. Yeah, is really all… all that’s possible.

81 00:08:27.060 00:08:39.740 Robert Tseng: Well, so, I mean, your case statement makes sense, but, like, I just… I don’t know if an active customer… I mean, they can. They can be on multiple active treatments, and so you have to be able to filter for…

82 00:08:40.390 00:08:42.360 Robert Tseng: Well, yeah, like, you have to get…

83 00:08:42.760 00:08:51.329 Robert Tseng: next date for that particular treatment. Some of the treatment IDs have changed, even though it looks like it’s the same, because

84 00:08:51.530 00:08:55.479 Robert Tseng: And this is a bath problem, but when a…

85 00:08:56.390 00:09:13.180 Robert Tseng: they’ve had some, like, pharmacy distribution issues, and so they’ve had to basically cancel orders, and then, recreate them in other pharmacies. And so it’s, like, the same… it’s actually the same, sequence in

86 00:09:13.980 00:09:23.590 Robert Tseng: for the same order in the treatment sequence, but it’s now given a new treatment ID. So, I think that’s probably something that you’re getting confused by, where

87 00:09:23.600 00:09:28.109 Robert Tseng: I think that’s probably what we’re dealing with, with the remaining refills when they’re negative.

88 00:09:28.110 00:09:44.569 Robert Tseng: And when some… some treatments get stuck in pending, even though, like, there are… there are, subsequent orders that have already been completed. So, like, I think that’s probably some… yeah, that’s some context that’ll probably address, like, some of those, those, those ones. But yeah, I… I agree that this looks… this looks…

89 00:09:45.000 00:09:48.800 Robert Tseng: really messy still, so, yeah.

90 00:09:48.800 00:09:59.470 Henry Zhao: So I think what I should do is I will give my best guess for now on the logic that should go into this, based on what Bobby said, but I’d like just for a way to check it. Check my work afterwards to say, is this right?

91 00:09:59.640 00:10:11.979 Robert Tseng: Yeah, I mean, you documenting it, no one has done this before. I don’t… yeah, I don’t… yeah, so, I mean, your guessing is probably better than most people’s understanding, so we’ll keep iterating until we get it right.

92 00:10:11.980 00:10:23.689 Henry Zhao: So one example is right now, would you say this semaglutide A titration and this semaglutide plus B12 alt titration is the same treatment? Because it’s the same treatment ID, but the names are different, and they’re both active, you see?

93 00:10:26.720 00:10:29.100 Robert Tseng: Yeah, ….

94 00:10:29.100 00:10:31.460 Henry Zhao: Like, who should I ask at Eden about this?

95 00:10:32.910 00:10:33.600 Henry Zhao: I asked Bobby.

96 00:10:33.600 00:10:34.090 Robert Tseng: I can….

97 00:10:34.090 00:10:34.920 Henry Zhao: responded.

98 00:10:34.920 00:10:38.520 Robert Tseng: Yeah, no, let’s not ask Bobby. I’m gonna add you to the FarmOps channel.

99 00:10:39.170 00:10:49.569 Robert Tseng: And … Henry… And I’ll say….

100 00:10:49.570 00:11:03.800 Henry Zhao: But I’m interpreting this treatment updated table correctly, right? Like, anytime something happens at the pharmacy, or the user does a follow-up, they update a row here, and it’s just saying, like, I should basically just be looking per treatment, like, what is the most recent row, to say, like, what’s the actual status right now.

101 00:11:04.330 00:11:04.880 Robert Tseng: Yep.

102 00:11:08.420 00:11:09.220 Henry Zhao: Okay.

103 00:11:09.800 00:11:15.040 Henry Zhao: So, like, so, like, these 3 rows for semaglutide plus B12, like.

104 00:11:15.200 00:11:21.439 Henry Zhao: it’s probably just updating something here, right? Like, so this last row was ordered, updated because of the last order date updating.

105 00:11:24.980 00:11:28.440 Robert Tseng: … What?

106 00:11:28.910 00:11:32.649 Robert Tseng: Why is the check-in date so off there?

107 00:11:32.650 00:11:36.459 Henry Zhao: Yeah, like, why is it before 6-10 if the last order date is later?

108 00:11:36.610 00:11:39.330 Henry Zhao: Last year, it was 2 days ago.

109 00:11:41.710 00:11:42.400 Henry Zhao: Oh.

110 00:11:43.320 00:11:44.820 Robert Tseng: Have you logged into BASC before?

111 00:11:44.820 00:11:52.210 Henry Zhao: Yes, but it logs me out immediately. So even just to troubleshoot, I have to, like, quickly memorize order IDs and what they look like.

112 00:11:52.420 00:11:54.260 Robert Tseng: What do you mean it logs you out immediately?

113 00:11:54.260 00:11:56.589 Henry Zhao: It says I have no… oh, let me show you.

114 00:11:57.870 00:12:01.810 Henry Zhao: I was just using, actually, the examples that Bobby sent.

115 00:12:02.310 00:12:03.180 Henry Zhao: Jeez.

116 00:12:04.620 00:12:06.459 Henry Zhao: That threat is so big now that….

117 00:12:06.590 00:12:09.019 Robert Tseng: It’s 100 messages, it’s ridiculous, yeah.

118 00:12:11.280 00:12:12.779 Henry Zhao: Okay, so I cook it…

119 00:12:15.000 00:12:24.599 Henry Zhao: So I have to, like… so to troubleshoot this one, I have to get the order ID, or whatever ID, right? So I’m looking at this 316371, I have to memorize it real quick, because any second now, it’ll kick me out.

120 00:12:24.920 00:12:25.660 Henry Zhao: There.

121 00:12:26.430 00:12:27.880 Robert Tseng: What the Rick?

122 00:12:27.910 00:12:33.000 Henry Zhao: And you’re logging in with, what creds are you using? Data at Triune.

123 00:12:33.800 00:12:36.929 Henry Zhao: And now, yeah, I don’t… whatever.

124 00:12:38.560 00:12:42.490 Robert Tseng: I wonder if it’s because of the location or something that you’re using, …

125 00:12:42.690 00:12:45.250 Robert Tseng: I wonder if you use the VPN, it might help, but….

126 00:12:45.250 00:12:47.189 Henry Zhao: I’m not in… I’m not… I’m in New York, though.

127 00:12:48.480 00:12:49.770 Robert Tseng: Oh, are you? Okay.

128 00:12:51.050 00:12:52.510 Henry Zhao: So where should I be?

129 00:12:52.910 00:12:56.010 Robert Tseng: … Wait, APTA….

130 00:12:56.580 00:12:58.179 Henry Zhao: Because you’re in New York, you didn’t.

131 00:12:58.180 00:12:59.320 Robert Tseng: Yeah, I’m in New York.

132 00:13:00.330 00:13:03.010 Henry Zhao: So here should be the least suspicious location.

133 00:13:05.500 00:13:06.500 Robert Tseng: ….

134 00:13:08.360 00:13:10.029 Henry Zhao: So yeah, I mean, eating data.

135 00:13:10.870 00:13:13.370 Robert Tseng: Yeah, that is really weird.

136 00:13:13.370 00:13:17.180 Henry Zhao: But I mean, I don’t think I would get anything out of Basque anyway.

137 00:13:17.320 00:13:20.879 Robert Tseng: Like, I can see treatments… Yeah, but it has treatments and stuff.

138 00:13:20.880 00:13:23.989 Henry Zhao: It doesn’t answer, I think, the questions that… oh, I guess I could look up….

139 00:13:24.740 00:13:25.350 Robert Tseng: Yeah.

140 00:13:25.870 00:13:28.830 Henry Zhao: I mean, which one is it? Well, now it’s not logging me out.

141 00:13:31.380 00:13:32.160 Henry Zhao: Someone loves it.

142 00:13:34.230 00:13:35.170 Henry Zhao: Oh, it’s this one.

143 00:13:37.320 00:13:39.960 Henry Zhao: do this one… shoot.

144 00:13:40.690 00:13:41.420 Henry Zhao: Hang it.

145 00:13:43.650 00:13:45.879 Henry Zhao: But either way, I think I’m making progress, ….

146 00:13:46.390 00:13:47.969 Robert Tseng: No, no, I think this is good.

147 00:13:49.810 00:13:54.479 Henry Zhao: This is our treatment, so I probably need… what do I do? Do I need treatment IDs?

148 00:13:54.480 00:13:55.870 Robert Tseng: Treatment ID, yeah.

149 00:13:56.130 00:13:57.050 Henry Zhao: It’s fine.

150 00:13:57.890 00:14:00.340 Henry Zhao: I want to look at this confusing one, actually.

151 00:14:00.340 00:14:01.850 Robert Tseng: Yeah, yeah, you should just… yeah.

152 00:14:07.770 00:14:08.780 Henry Zhao: What in the world?

153 00:14:11.420 00:14:12.520 Henry Zhao: Why is there so many?

154 00:14:13.720 00:14:15.840 Robert Tseng: Well, Claire is the one, right?

155 00:14:15.840 00:14:18.050 Henry Zhao: Yeah, but why is there… oh…

156 00:14:18.330 00:14:21.160 Henry Zhao: The treatment ID is just that type of treatment.

157 00:14:22.300 00:14:24.019 Henry Zhao: It’s not unique to the user.

158 00:14:25.370 00:14:34.759 Henry Zhao: Okay, so this is what Bobby was saying. Okay, see. I think it’s just that one resource, so I can’t, like, figure this out unless maybe I can get some access, because that might help me if I go into BASC more.

159 00:14:37.590 00:14:41.159 Robert Tseng: Well, it’s… this is the only bass logging we have.

160 00:14:41.450 00:14:46.380 Robert Tseng: Can you paste that thing into me? I’m gonna try to do it from my side, just to see if I get the same 404 error.

161 00:14:46.610 00:14:48.680 Henry Zhao: Yeah, I’ll do it quickly.

162 00:14:49.860 00:14:52.660 Henry Zhao: It updates the 404 right away.

163 00:14:52.870 00:14:53.570 Robert Tseng: Yeah.

164 00:15:00.330 00:15:01.100 Robert Tseng: Okay.

165 00:15:04.250 00:15:13.589 Henry Zhao: Yeah, either way, I’m feeling a lot better today than I was on Friday, because Friday, it was like… I was trying to understand the treatment data, and then Bobby was sending those edge cases, and then people were asking, like, about the status, it was just like…

166 00:15:13.760 00:15:15.420 Henry Zhao: Like an avalanche, you know?

167 00:15:15.420 00:15:21.080 Robert Tseng: Yeah, yeah, I mean, he was… he was gaslighting us and whatever, it was kind of annoying, yeah. Oh, wow. I’m getting the same error.

168 00:15:25.860 00:15:28.290 Robert Tseng: But yeah, we just, we just can’t click into that treatment.

169 00:15:28.290 00:15:34.970 Henry Zhao: Let me… let me go into client Eden to see maybe somebody else is accessing it, because maybe we were timing out a lot in segment, because we were both using it.

170 00:15:35.120 00:15:36.739 Henry Zhao: Maybe Awash has it on or something.

171 00:15:37.730 00:15:41.810 Robert Tseng: in Basque. I think Basqueus also has just, like, a bunch of broken links, so….

172 00:15:41.810 00:15:42.550 Henry Zhao: Oh, okay.

173 00:15:42.670 00:15:43.380 Robert Tseng: Yeah.

174 00:15:46.450 00:15:52.139 Henry Zhao: Okay, I’ll get back to it. Any resources you can share would be great, and then we’ll sync again when I can.

175 00:15:52.460 00:15:55.990 Robert Tseng: Okay. Okay, thanks, Robert. Sounds good. Alright.

176 00:15:55.990 00:15:56.610 Henry Zhao: Right.