Meeting Title: Customer I.O. Integration Working Session Date: 2025-08-26 Meeting participants: Judd Kuehling, Henry Zhao
WEBVTT
1 00:03:09.240 ⇒ 00:03:10.569 Henry Zhao: Hey, Chad, how’s it going?
2 00:03:11.260 ⇒ 00:03:11.990 Judd Kuehling: How you doing?
3 00:03:12.370 ⇒ 00:03:14.500 Henry Zhao: Good, we’ve got a lot to talk about today.
4 00:03:14.770 ⇒ 00:03:15.470 Judd Kuehling: Yeah.
5 00:03:15.730 ⇒ 00:03:21.739 Judd Kuehling: I’m worried, because, you know, I’m pretty… fresh to customer I.O, so….
6 00:03:22.250 ⇒ 00:03:26.499 Judd Kuehling: … Might be some… areas that I need to kind of…
7 00:03:27.070 ⇒ 00:03:29.519 Judd Kuehling: Figure out and come back on.
8 00:03:29.520 ⇒ 00:03:34.850 Henry Zhao: That’s good, because I need a… I need a breather. Like, fixing this treatment stuff was not easy at all.
9 00:03:35.000 ⇒ 00:03:35.700 Judd Kuehling: Yeah, fair.
10 00:03:35.700 ⇒ 00:03:36.470 Henry Zhao: ….
11 00:03:36.470 ⇒ 00:03:37.240 Judd Kuehling: Thank you.
12 00:03:37.240 ⇒ 00:03:39.389 Henry Zhao: So that… you give me an excuse to, like.
13 00:03:39.760 ⇒ 00:03:45.079 Henry Zhao: tell Eden, like, alright, we’re working as fast as we can, but, you know, we’re both kind of new at this.
14 00:03:45.270 ⇒ 00:03:45.890 Judd Kuehling: Yeah.
15 00:03:46.260 ⇒ 00:03:48.260 Henry Zhao: Hopefully they can give us some time.
16 00:03:48.530 ⇒ 00:03:49.080 Judd Kuehling: Yeah.
17 00:03:49.920 ⇒ 00:03:57.549 Henry Zhao: So basically what I did was I took all the treatment data, and you don’t have to understand the code,
18 00:03:58.130 ⇒ 00:04:02.459 Henry Zhao: Cause, I mean, you’re not gonna understand it in this… Short call anyway.
19 00:04:02.460 ⇒ 00:04:02.960 Judd Kuehling: Yeah.
20 00:04:02.960 ⇒ 00:04:13.210 Henry Zhao: But just to give you an idea of what I did, is I took all the treatment data, took all the product names we have, and grouped them into the treatment buckets, right? Because, …
21 00:04:13.590 ⇒ 00:04:21.099 Henry Zhao: Bobby told us that We need to treat these people based on their treatments that they’re currently on.
22 00:04:21.399 ⇒ 00:04:26.749 Henry Zhao: And only send follow-up reminders to those that are complete without an active
23 00:04:28.070 ⇒ 00:04:32.180 Henry Zhao: Treatment update in the same treatment group.
24 00:04:33.390 ⇒ 00:04:34.020 Judd Kuehling: Yeah.
25 00:04:34.420 ⇒ 00:04:37.979 Henry Zhao: So I mapped it, I said if it’s ZEP bound, put it into ZEP bound.
26 00:04:38.820 ⇒ 00:04:42.290 Henry Zhao: I changed sermorelin to sublingual, as you asked.
27 00:04:42.830 ⇒ 00:04:43.470 Judd Kuehling: Okay.
28 00:04:43.810 ⇒ 00:04:44.900 Henry Zhao: Some things that we….
29 00:04:44.900 ⇒ 00:04:46.280 Judd Kuehling: I think it was injection.
30 00:04:46.810 ⇒ 00:04:57.070 Henry Zhao: Oh, yeah. Yeah. So, a couple of things that we need to be clear… to be careful about is, like, when we’re putting in product names, we need to make sure we’re spelling things correctly.
31 00:04:57.070 ⇒ 00:04:57.870 Judd Kuehling: Yeah.
32 00:04:57.870 ⇒ 00:05:01.889 Henry Zhao: Like, flip down wrong, it’s not gonna get grouped properly, and that could break things.
33 00:05:02.030 ⇒ 00:05:02.690 Judd Kuehling: Yeah.
34 00:05:02.690 ⇒ 00:05:04.610 Henry Zhao: This is the best I can do, right?
35 00:05:04.610 ⇒ 00:05:05.170 Judd Kuehling: Right.
36 00:05:06.500 ⇒ 00:05:22.080 Henry Zhao: Like, this one is very… a little bit precarious, where we have one called MIC plus B12, right? Right. Everything I’m doing is not case sensitive, because, like, custom weight loss kits should be custom weight loss kits regardless, but MIC, I’m gonna make case sensitive, because…
37 00:05:22.850 ⇒ 00:05:28.909 Henry Zhao: The letters MIC could show up in a different product, and I don’t want any room for that to break.
38 00:05:29.250 ⇒ 00:05:29.890 Judd Kuehling: Okay.
39 00:05:30.010 ⇒ 00:05:30.960 Judd Kuehling: Sounds good.
40 00:05:31.230 ⇒ 00:05:40.520 Henry Zhao: By the way, I’ve made 3 buckets. One is the treatment updates, one is new orders, I’ve also grouped those into treatment groups, and then follow-up treatments.
41 00:05:41.060 ⇒ 00:05:46.429 Henry Zhao: Right, so I want to say, like, after somebody does a treatment, what else happened afterwards? Okay?
42 00:05:46.690 ⇒ 00:05:51.250 Henry Zhao: And then I just wrote all the logic up into SQL, which is, like, he said.
43 00:05:51.580 ⇒ 00:06:02.019 Henry Zhao: If a treatment follow-up was completed, then an order completed event will trigger, and then a treatment created event will trigger with either new treatment ID or treatment updated event will trigger with the same treatment ID.
44 00:06:02.500 ⇒ 00:06:05.829 Henry Zhao: That’s all what I wrote here, and I tested it.
45 00:06:06.810 ⇒ 00:06:14.850 Henry Zhao: … Basically, all I’m grabbing is people who have no follow-up completed.
46 00:06:14.970 ⇒ 00:06:20.870 Henry Zhao: No active treatments, no recent orders, And has a follow-up date.
47 00:06:22.190 ⇒ 00:06:24.850 Judd Kuehling: Can you go through it? Can you go through that again? I’m sorry.
48 00:06:25.220 ⇒ 00:06:31.490 Henry Zhao: So no follow-up completed, because if they did a follow-up already, we want to exclude them. No active treatments in that treatment group.
49 00:06:31.700 ⇒ 00:06:32.989 Henry Zhao: Because he asked for that.
50 00:06:33.160 ⇒ 00:06:37.120 Judd Kuehling: No recent orders, which is the last 7 days, he also asked for that.
51 00:06:37.150 ⇒ 00:06:44.289 Henry Zhao: These are all in the millions of messages he sent us. This is why it also took a while. I had to read everything that he said and understand everything.
52 00:06:44.290 ⇒ 00:06:44.980 Judd Kuehling: Yeah.
53 00:06:45.150 ⇒ 00:06:50.640 Henry Zhao: And at some points, I felt like he was getting impatient that I wasn’t, like, understanding the millions of things that I was being told.
54 00:06:51.090 ⇒ 00:06:54.820 Judd Kuehling: I don’t think it’s you, I think it’s, like, he’s just had bad experiences with….
55 00:06:56.820 ⇒ 00:07:07.419 Henry Zhao: Yeah, okay. So, you make me feel better. Alright, and then needs follow-up is not null, right? So they have to have a follow-up date. If they don’t have a follow-up date, I’m… I’m not gonna put it into customer I.O. All right.
56 00:07:07.420 ⇒ 00:07:09.870 Judd Kuehling: What was the last one? No follow-up date?
57 00:07:10.420 ⇒ 00:07:11.720 Henry Zhao: Has a follow-up date, so they need to have.
58 00:07:11.720 ⇒ 00:07:13.939 Judd Kuehling: Oh, as a follow-up, I’m sorry, yeah, as a follow-up.
59 00:07:14.510 ⇒ 00:07:20.650 Henry Zhao: So I don’t know if you want to, like, triple-check me, but ultimately, the table that I’ve come up with is this guy.
60 00:07:24.050 ⇒ 00:07:27.170 Henry Zhao: I’m putting it under temp, just as a test.
61 00:07:27.510 ⇒ 00:07:30.870 Henry Zhao: Tests, customer follow-up, I have what follow-up to…
62 00:07:31.030 ⇒ 00:07:33.919 Henry Zhao: I’ll do a sample of 250, just so you can see.
63 00:07:36.130 ⇒ 00:07:40.530 Henry Zhao: So what I’ll get is user ID, the treatment group.
64 00:07:41.910 ⇒ 00:07:48.340 Henry Zhao: their email, and then sometimes email changes, so I’m grabbing the most recent email.
65 00:07:49.170 ⇒ 00:07:49.930 Judd Kuehling: Okay.
66 00:07:49.930 ⇒ 00:07:55.659 Henry Zhao: Okay, I don’t want a user ID to have multiple emails, because I don’t want you to be spamming them with multiple email addresses.
67 00:07:55.660 ⇒ 00:07:56.290 Judd Kuehling: Yeah.
68 00:07:56.510 ⇒ 00:08:02.180 Judd Kuehling: That’s interesting, I don’t know how we handle that today. Clearly, people change their email address, I don’t know how…
69 00:08:03.360 ⇒ 00:08:05.179 Judd Kuehling: Our I.O. handles that.
70 00:08:05.180 ⇒ 00:08:08.109 Henry Zhao: Yeah, so I’m just looking at the most recent one, because that should be the most relevant one.
71 00:08:08.300 ⇒ 00:08:08.840 Judd Kuehling: Yep.
72 00:08:09.200 ⇒ 00:08:12.169 Henry Zhao: And then for product invariant, I’m just grabbing the…
73 00:08:12.460 ⇒ 00:08:17.380 Henry Zhao: Alphabetically last product invariant, because most of them are the same.
74 00:08:18.210 ⇒ 00:08:20.759 Henry Zhao: The reason it’s alphabetically last is because
75 00:08:21.350 ⇒ 00:08:25.829 Henry Zhao: If it’s, like, month 1, month 2, month 3, month 4, month 5, it’s gonna grab month 5.
76 00:08:26.130 ⇒ 00:08:31.769 Henry Zhao: If it’s… if it’s 2 milligrams and then it goes to 50 milligrams, it’s gonna grab 50 milligrams. So…
77 00:08:32.140 ⇒ 00:08:38.569 Henry Zhao: I cannot, like, count for every edge case, so I’m going to just pick the best solution
78 00:08:39.090 ⇒ 00:08:52.890 Henry Zhao: You know what I’m saying? Like, there’s too many movie pieces, you need to pick, like, the best thing without having 9 trillion lines of code that could break, okay? So I’m just trying to explain that to you. Yeah, it’s basically, like, if a stradiol 0.01% becomes 0.02, that’s gonna get grabbed because 2 is.
79 00:08:52.890 ⇒ 00:08:53.360 Judd Kuehling: Yeah.
80 00:08:53.360 ⇒ 00:08:55.229 Henry Zhao: Alphabetically after 1, okay?
81 00:08:56.140 ⇒ 00:09:00.100 Henry Zhao: And then the follow-up date is here. So…
82 00:09:00.800 ⇒ 00:09:07.520 Henry Zhao: I don’t know if you want me to feed… so I’m trying to figure out what is the best way for us to feed this into Customer I.O.
83 00:09:08.360 ⇒ 00:09:11.000 Henry Zhao: … No, it’s not it.
84 00:09:13.230 ⇒ 00:09:18.239 Henry Zhao: Bobby was suggesting events being fed into Customer I.O, but…
85 00:09:18.680 ⇒ 00:09:20.829 Henry Zhao: I don’t think that’s possible, I don’t think…
86 00:09:24.190 ⇒ 00:09:27.359 Henry Zhao: I don’t think there’s an event object in CustomerIO.
87 00:09:30.060 ⇒ 00:09:33.509 Henry Zhao: I think there’s just attributes, people, objects, and groups.
88 00:09:34.570 ⇒ 00:09:37.509 Judd Kuehling: There is an event, but I don’t know how it gets created exactly.
89 00:09:40.590 ⇒ 00:09:44.820 Judd Kuehling: … Not sure how it works.
90 00:09:47.530 ⇒ 00:09:58.119 Henry Zhao: I wonder if I add this as an attribute, where I group everything together, the treatment group, the product invariant, and the follow-up dates, as a…
91 00:09:58.230 ⇒ 00:10:01.559 Henry Zhao: A single attribute, and you work off of that attribute.
92 00:10:03.760 ⇒ 00:10:10.080 Judd Kuehling: single attribute, And then, how do I… no….
93 00:10:11.520 ⇒ 00:10:13.969 Henry Zhao: Let’s figure that out together, so…
94 00:10:17.050 ⇒ 00:10:19.769 Henry Zhao: Or I guess it would be a few attributes.
95 00:10:20.090 ⇒ 00:10:20.780 Judd Kuehling: Yeah.
96 00:10:22.070 ⇒ 00:10:22.800 Henry Zhao: …
97 00:10:26.740 ⇒ 00:10:29.959 Henry Zhao: Let’s see how he created his campaign, actually. I think that’s….
98 00:10:40.210 ⇒ 00:10:40.970 Judd Kuehling: Yo.
99 00:10:40.970 ⇒ 00:10:44.870 Henry Zhao: Liz, what is this? Is this a event, or a… Did you know?
100 00:10:44.870 ⇒ 00:10:50.370 Judd Kuehling: That is a… can you move the cursor? It has, like, a little… you can look at the little, like.
101 00:10:50.370 ⇒ 00:10:50.890 Henry Zhao: Okay.
102 00:10:51.160 ⇒ 00:10:54.280 Judd Kuehling: Logo… yeah, it says segment.
103 00:10:55.260 ⇒ 00:10:56.270 Judd Kuehling: So….
104 00:11:00.590 ⇒ 00:11:04.940 Henry Zhao: First of all, let’s establish one thing first. If they’re in multiple treatments, what do we want to do with them?
105 00:11:07.120 ⇒ 00:11:12.040 Henry Zhao: Like, one treatment, or do you want to have, like, both treatments in the same email?
106 00:11:13.400 ⇒ 00:11:22.970 Judd Kuehling: … Ideally, we’d want the most recent, the soonest… follow-up date.
107 00:11:23.910 ⇒ 00:11:25.989 Henry Zhao: Some of them are the exact same date.
108 00:11:26.280 ⇒ 00:11:29.410 Judd Kuehling: Okay, well then, just… yeah, just pick one.
109 00:11:30.730 ⇒ 00:11:33.330 Judd Kuehling: Nothing we can do about that. That’s gonna be pretty rare.
110 00:11:35.660 ⇒ 00:11:39.600 Henry Zhao: So I guess if it’s different dates, we send it for both treatments, right? So, like.
111 00:11:40.320 ⇒ 00:11:44.040 Henry Zhao: If the timelines don’t overlap for the two treatments, we’ll send it for both, maybe?
112 00:11:44.040 ⇒ 00:11:44.920 Judd Kuehling: Yeah, ideally.
113 00:11:44.920 ⇒ 00:11:46.960 Henry Zhao: If it happens to overlap, we’ll just pick one.
114 00:11:46.960 ⇒ 00:11:47.540 Judd Kuehling: Yeah.
115 00:11:47.540 ⇒ 00:11:51.530 Henry Zhao: Or… or do you want to just tell them about both of their treatments, if it’s the same day?
116 00:11:52.110 ⇒ 00:11:59.170 Judd Kuehling: If you can, but that’s, like, how does that complicate things? Do you, like, put both product names in the product?
117 00:11:59.170 ⇒ 00:12:02.729 Henry Zhao: I mean, it doesn’t, for you, I think it would. So let’s just look at email…
118 00:12:04.180 ⇒ 00:12:07.000 Henry Zhao: follow-up date. Let’s even see how many there are.
119 00:12:09.520 ⇒ 00:12:10.820 Henry Zhao: treatment groups.
120 00:12:14.240 ⇒ 00:12:15.580 Henry Zhao: as groups.
121 00:12:18.540 ⇒ 00:12:21.020 Henry Zhao: Let’s just see how many there are before we decide.
122 00:12:26.050 ⇒ 00:12:31.930 Judd Kuehling: I’m looking at the emails to see, kind of, what Dynamically.
123 00:12:42.350 ⇒ 00:12:43.849 Henry Zhao: There aren’t any, actually.
124 00:12:44.250 ⇒ 00:12:46.460 Henry Zhao: Oh, it has to be the date of the holiday.
125 00:12:47.500 ⇒ 00:12:50.650 Henry Zhao: Because the timestamp’s never gonna… Exactly that.
126 00:12:58.160 ⇒ 00:13:01.409 Judd Kuehling: Really, not using anything dynamic.
127 00:13:01.550 ⇒ 00:13:03.050 Judd Kuehling: Outside of name.
128 00:13:03.560 ⇒ 00:13:04.290 Judd Kuehling: In the early….
129 00:13:04.290 ⇒ 00:13:12.280 Henry Zhao: There’s about 61 people that have same… more than one treatment follow-up on the same follow-up date.
130 00:13:13.040 ⇒ 00:13:16.060 Judd Kuehling: I think that’s pretty small, considering we have…
131 00:13:17.680 ⇒ 00:13:19.419 Judd Kuehling: 30, and I was inactivated or something.
132 00:13:20.390 ⇒ 00:13:22.059 Henry Zhao: So did you just pick one drink?
133 00:13:22.060 ⇒ 00:13:22.610 Judd Kuehling: excuse me.
134 00:13:24.520 ⇒ 00:13:25.290 Henry Zhao: Okay.
135 00:13:25.470 ⇒ 00:13:32.789 Judd Kuehling: I think once… I think the call to action is them going into their portal, and when they do that, they should see both
136 00:13:34.900 ⇒ 00:13:41.960 Judd Kuehling: check-in, reminder… … Both check-in reminders.
137 00:13:42.090 ⇒ 00:13:48.370 Judd Kuehling: Even though the email will ha- will say one product, Check-in will have…
138 00:13:49.550 ⇒ 00:13:52.249 Judd Kuehling: In their portal, they’ll see the check-in.
139 00:13:53.380 ⇒ 00:13:56.080 Henry Zhao: Okay, I don’t know how this works with the portal, ….
140 00:13:56.710 ⇒ 00:13:58.940 Judd Kuehling: We’re just linking through to the portal.
141 00:13:59.630 ⇒ 00:14:01.740 Judd Kuehling: … And that….
142 00:14:01.740 ⇒ 00:14:05.569 Henry Zhao: I don’t know how implemented the portal and how they see that.
143 00:14:06.060 ⇒ 00:14:08.610 Judd Kuehling: I don’t know either, to be honest.
144 00:14:09.100 ⇒ 00:14:13.930 Judd Kuehling: But my understanding is, once they link through to the portal.
145 00:14:14.700 ⇒ 00:14:19.159 Judd Kuehling: They have, like, Kind of a pop, like, pop-ups that basically are, like.
146 00:14:19.550 ⇒ 00:14:24.140 Judd Kuehling: You have a check-in due, and if they have multiple, they should have multiple, kind of.
147 00:14:25.110 ⇒ 00:14:30.270 Judd Kuehling: Not pop-ups, but, like, multiple kind of, like, … Notifications up top.
148 00:14:30.720 ⇒ 00:14:32.250 Henry Zhao: Each one.
149 00:14:33.070 ⇒ 00:14:37.790 Henry Zhao: Okay, let’s maybe focus on that next… as the next step. So right now, let’s just focus on getting this into Customer I.O.
150 00:14:37.790 ⇒ 00:14:38.330 Judd Kuehling: Yeah.
151 00:14:38.610 ⇒ 00:14:39.370 Henry Zhao: …
152 00:14:39.600 ⇒ 00:14:44.430 Henry Zhao: And I also need to figure out the cadence, right? So right now, I have this data, I can run it whenever I want to.
153 00:14:44.830 ⇒ 00:14:48.349 Henry Zhao: But do we need to run this, like, every single day?
154 00:14:48.720 ⇒ 00:14:54.709 Henry Zhao: Because if they have a checkup in 7 days, they could do it tomorrow. I need to rerun it to know that they’ve done it.
155 00:14:55.920 ⇒ 00:14:57.859 Henry Zhao: So I think I need to run it every day.
156 00:14:57.860 ⇒ 00:14:58.680 Judd Kuehling: Yeah.
157 00:14:58.760 ⇒ 00:15:00.300 Henry Zhao: And that can be costly.
158 00:15:00.950 ⇒ 00:15:03.280 Judd Kuehling: Ideally, and then the email would go out.
159 00:15:05.090 ⇒ 00:15:06.660 Judd Kuehling: once a day.
160 00:15:07.720 ⇒ 00:15:14.239 Judd Kuehling: … And then… So… Let me check the next thing.
161 00:15:14.240 ⇒ 00:15:17.240 Henry Zhao: I got it. Since I’m running it every day.
162 00:15:17.480 ⇒ 00:15:20.949 Henry Zhao: Okay, okay, got it, I got it. I’m gonna run it every day.
163 00:15:21.210 ⇒ 00:15:25.009 Henry Zhao: And I only am gonna load the people that need follow-up reminders tomorrow.
164 00:15:26.640 ⇒ 00:15:30.260 Henry Zhao: Because by the time Day 2 comes around, I’m gonna run it again. And so…
165 00:15:30.550 ⇒ 00:15:38.700 Henry Zhao: I don’t need to put in everyone that has check-in reminders next month, the year after. I really just need to know who needs a check-in reminder tomorrow, or who’s already missed it.
166 00:15:40.610 ⇒ 00:15:43.970 Judd Kuehling: or who… Has actually done it.
167 00:15:45.710 ⇒ 00:15:46.640 Judd Kuehling: if…
168 00:15:48.490 ⇒ 00:15:53.470 Judd Kuehling: Right? If I… if you’re 7 days out, and you load it, and I send an email, and then they’ve done it.
169 00:15:53.570 ⇒ 00:15:56.730 Henry Zhao: I don’t want them to get any more emails, either.
170 00:15:57.120 ⇒ 00:16:00.609 Henry Zhao: Right, but then when I run it the next day, it’ll show that they’ve done it, and it won’t get sent.
171 00:16:01.100 ⇒ 00:16:02.680 Henry Zhao: into Customer I.O.
172 00:16:02.680 ⇒ 00:16:08.419 Judd Kuehling: Okay, so you’re saying those people… I’m making sure that you’re including those people in your update, yeah.
173 00:16:10.230 ⇒ 00:16:15.130 Judd Kuehling: you said only check-ins for tomorrow or something. I just want to make sure that people that have already checked in
174 00:16:15.860 ⇒ 00:16:17.920 Judd Kuehling: are… are out.
175 00:16:17.920 ⇒ 00:16:22.010 Henry Zhao: Yeah, if I run it right now, it’s gonna show me stuff that’s happened up until this point.
176 00:16:22.630 ⇒ 00:16:23.240 Judd Kuehling: Okay.
177 00:16:23.650 ⇒ 00:16:29.559 Henry Zhao: Well, based on, I guess, when everything updates, because there’s, like, a whole ecosystem of data, right? Like, stuff updates at different times.
178 00:16:30.380 ⇒ 00:16:36.169 Henry Zhao: But there’s nothing I can do if they’re doing the follow-up right now, and I’m running this data right now. There’s, like, no way around that.
179 00:16:36.490 ⇒ 00:16:39.009 Judd Kuehling: This is the culture of life.
180 00:16:40.290 ⇒ 00:16:51.400 Henry Zhao: But yeah, we just need to coordinate, like, what time you’re gonna send this email campaign, so I can run this before that. Like, if I run this at 8, then you probably can’t do anything until 10 a.m. to give it some time to run, send a customer ID.
181 00:16:51.400 ⇒ 00:16:51.910 Judd Kuehling: urgent.
182 00:16:52.620 ⇒ 00:16:54.599 Henry Zhao: And have the most up-to-date data.
183 00:16:56.960 ⇒ 00:16:59.529 Judd Kuehling: Don’t know the timing….
184 00:17:01.050 ⇒ 00:17:03.800 Henry Zhao: So I probably will put it as an attribute in, …
185 00:17:04.680 ⇒ 00:17:09.810 Henry Zhao: I’ll just put it as an attribute, I’ll put it as an attribute as, like, a needs follow-up on treatment group.
186 00:17:10.790 ⇒ 00:17:18.269 Henry Zhao: So that’ll update to true if… whenever that treatment group needs… or it’ll put in a treatment group if it needs a follow-up.
187 00:17:19.150 ⇒ 00:17:19.760 Judd Kuehling: Okay.
188 00:17:20.300 ⇒ 00:17:23.800 Henry Zhao: And if there’s more than one, we said we’re gonna just pick one, so that’ll be fine.
189 00:17:23.800 ⇒ 00:17:28.099 Judd Kuehling: Right. Don’t need a follow-up on any treatment group, they just won’t have that thing filled in.
190 00:17:28.099 ⇒ 00:17:29.910 Henry Zhao: So then when we create a campaign.
191 00:17:30.520 ⇒ 00:17:41.380 Henry Zhao: we can literally just say, if that field has a value, send them an email for a follow-up reminder, and just put that product invariant into the little blank that you’ve created. Does that work?
192 00:17:41.950 ⇒ 00:17:42.650 Judd Kuehling: Yep.
193 00:17:43.050 ⇒ 00:17:43.820 Judd Kuehling: Yeah.
194 00:17:46.790 ⇒ 00:17:51.770 Judd Kuehling: I don’t even know that we need… I don’t even know that we’re using the product invariant in the…
195 00:17:52.250 ⇒ 00:17:57.090 Judd Kuehling: Email, but it’s in the fill… it’s in the, dynamic in the email, but it’s in the,
196 00:17:57.310 ⇒ 00:18:00.330 Judd Kuehling: The, filter, essentially.
197 00:18:00.330 ⇒ 00:18:02.530 Henry Zhao: You want the treatment group, or do you want the product and variant?
198 00:18:03.620 ⇒ 00:18:08.960 Judd Kuehling: … Do you want each of both?
199 00:18:11.150 ⇒ 00:18:13.540 Judd Kuehling: Or treatment group, actually, is fine, because…
200 00:18:16.980 ⇒ 00:18:23.959 Judd Kuehling: Treatment group is fine today, I believe, yeah. Is that, like, for example, the follow-up for semaglutide GLP-1,
201 00:18:24.700 ⇒ 00:18:26.500 Judd Kuehling: We’ll get that treatment.
202 00:18:26.810 ⇒ 00:18:29.590 Judd Kuehling: for those treatment groups, I guess there’s more than one.
203 00:18:30.320 ⇒ 00:18:36.619 Judd Kuehling: put into… It’ll be the… they’ll be filtered based on that treatment group.
204 00:18:37.050 ⇒ 00:18:41.579 Judd Kuehling: And then we’ll look at the date, and then that’s how they’ll get into the campaign.
205 00:18:42.840 ⇒ 00:18:44.770 Henry Zhao: Okay, then my next question is.
206 00:18:45.100 ⇒ 00:18:50.059 Henry Zhao: The last time we wanted to send something, according to Bobby, was 14 days after a missed follow-up.
207 00:18:50.390 ⇒ 00:19:01.289 Henry Zhao: what do you want to do right now with the people that have missed the follow-up for more than 14 days already? Do you want to send them a one-time reminder, and then do this cadence moving forward, or do you want to just let them go?
208 00:19:02.530 ⇒ 00:19:07.340 Judd Kuehling: I think we’re gonna let them go, because they’re gonna get into other campaigns.
209 00:19:07.590 ⇒ 00:19:10.639 Henry Zhao: Okay, so for now, I’ll just start sending
210 00:19:10.930 ⇒ 00:19:19.299 Henry Zhao: So, from now, I’m just gonna cut people from between 14 days before and 7 days until now. Those are the people that are gonna be getting follow-up reminders.
211 00:19:19.300 ⇒ 00:19:19.870 Judd Kuehling: Yeah.
212 00:19:19.870 ⇒ 00:19:25.809 Henry Zhao: So today, I’m going to look for people that needed a follow-up on August 12th, August 19th, August 23rd.
213 00:19:26.530 ⇒ 00:19:34.540 Henry Zhao: Today, August 29th, August 31st, and September… The second, yeah?
214 00:19:35.180 ⇒ 00:19:39.729 Judd Kuehling: Okay. Because of the one… because of the cadence that Bobby had, what was it like?
215 00:19:39.730 ⇒ 00:19:45.000 Henry Zhao: 7 days before, 5 days before, 3 days before, at the time, 3 days after, 7 days after, 14 days after.
216 00:19:45.800 ⇒ 00:19:46.520 Judd Kuehling: Okay.
217 00:19:46.520 ⇒ 00:19:50.990 Henry Zhao: Literally, all I’m doing now is I’m gonna say, the people that need to follow up on these 7 dates.
218 00:19:51.730 ⇒ 00:20:06.550 Henry Zhao: put that treatment group or product invariant into an attribute in Customer I.O, and you literally just need to each day check 2 hours after I run my query if that has a value, and if it does, feed it into an email campaign for a follow-up reminder. It should be done.
219 00:20:07.360 ⇒ 00:20:08.060 Judd Kuehling: Got it.
220 00:20:08.550 ⇒ 00:20:12.729 Judd Kuehling: He made this more complicated for you than I think it probably needed to be.
221 00:20:13.430 ⇒ 00:20:15.630 Judd Kuehling: We didn’t realize that’s the way we were gonna do it.
222 00:20:15.630 ⇒ 00:20:20.000 Henry Zhao: Well, this backend is complicated, right? Because I need to set up that the format is usable.
223 00:20:20.000 ⇒ 00:20:28.470 Judd Kuehling: is the day thing is the complicated part. Like, I was thinking you could just put the date, and then we could do the calculation in customer I.O. on the amount of days, but…
224 00:20:29.150 ⇒ 00:20:32.280 Judd Kuehling: Instead of doing it on the back end.
225 00:20:32.280 ⇒ 00:20:33.140 Henry Zhao: Exactly.
226 00:20:33.400 ⇒ 00:20:40.460 Judd Kuehling: Which is fine, it just doesn’t allow us to change it as easily in the future if we wanted to change it, but if we do, we’ll just….
227 00:20:40.460 ⇒ 00:20:41.550 Henry Zhao: Very easy.
228 00:20:41.550 ⇒ 00:20:42.119 Judd Kuehling: work with you guys.
229 00:20:42.120 ⇒ 00:20:47.590 Henry Zhao: I’ll have a query that runs on a daily basis, I’ll schedule it, and then you just go into the code and change it.
230 00:20:47.960 ⇒ 00:20:48.650 Judd Kuehling: Okay.
231 00:20:48.650 ⇒ 00:20:49.879 Henry Zhao: We ever need to change it.
232 00:20:50.070 ⇒ 00:20:50.680 Judd Kuehling: Okay.
233 00:20:51.190 ⇒ 00:20:53.489 Henry Zhao: You don’t need to understand code to be able to do that, like…
234 00:20:54.000 ⇒ 00:21:02.359 Henry Zhao: Like, here, I’m showing you that, like, I’m looking for a 7-day difference. If you want to change 7 days to 9, you literally just change 7 to 9. Like, it’s… this part is self-explanatory.
235 00:21:02.830 ⇒ 00:21:03.610 Judd Kuehling: Okay.
236 00:21:03.610 ⇒ 00:21:04.150 Henry Zhao: Yeah.
237 00:21:05.500 ⇒ 00:21:07.990 Henry Zhao: Or you can just tell me to change it, either way.
238 00:21:08.310 ⇒ 00:21:08.880 Judd Kuehling: Okay.
239 00:21:15.230 ⇒ 00:21:17.330 Judd Kuehling: Yeah, so we have…
240 00:21:19.470 ⇒ 00:21:25.210 Judd Kuehling: For some reason, the follow-ups trigger off of condition, but they don’t seem to have a time on them.
241 00:21:26.180 ⇒ 00:21:27.559 Judd Kuehling: You know what I’m saying? Like, I don’t…
242 00:21:29.030 ⇒ 00:21:30.619 Judd Kuehling: I don’t know if they, like….
243 00:21:31.650 ⇒ 00:21:37.699 Henry Zhao: Let’s see, like, how many follow-ups we would need to send today, if we… if… once I run this.
244 00:21:38.010 ⇒ 00:21:41.029 Henry Zhao: where dates… follow up.
245 00:21:41.160 ⇒ 00:21:48.109 Henry Zhao: Date… In. So we said 14 days.
246 00:21:50.230 ⇒ 00:21:53.480 Henry Zhao: Yeah, it makes it a little easier that we’re gonna just give up on the people 14 days ago.
247 00:21:53.950 ⇒ 00:21:56.860 Henry Zhao: Because I… and I agree with you. 19…
248 00:21:57.410 ⇒ 00:21:59.300 Henry Zhao: It was 3 days before also, right?
249 00:22:01.310 ⇒ 00:22:01.920 Judd Kuehling: Yeah.
250 00:22:02.430 ⇒ 00:22:03.460 Henry Zhao: Today….
251 00:22:04.640 ⇒ 00:22:08.760 Judd Kuehling: Trying to understand, though, like, we have a… today we have a campaign…
252 00:22:12.500 ⇒ 00:22:17.090 Judd Kuehling: That runs with, like, The reminder emails…
253 00:22:19.000 ⇒ 00:22:24.270 Judd Kuehling: The way that we’ve set it up is almost like we need a separate campaign for each amount of days.
254 00:22:29.580 ⇒ 00:22:30.660 Henry Zhao: Mmm….
255 00:22:30.700 ⇒ 00:22:31.429 Judd Kuehling: You know what I’m saying?
256 00:22:31.880 ⇒ 00:22:36.270 Henry Zhao: We’re running this every day, so each day you just need to know who needs a follow-up reminder.
257 00:22:37.740 ⇒ 00:22:47.669 Henry Zhao: If you want to send a different message for 7 days until now, or however many days, we can still do that. I’ll just have to add another field for, like, which reminder you’re trying to send them.
258 00:22:49.480 ⇒ 00:22:58.139 Henry Zhao: So today, we’d be sending 102 reminders. I don’t know if Christiana0 at TriEden.com should be in here. I think that’s, Christiana that works….
259 00:22:58.140 ⇒ 00:22:59.800 Judd Kuehling: Yeah, it is, yeah.
260 00:22:59.800 ⇒ 00:23:03.289 Henry Zhao: Probably just… should I just exclude all at Triaden.coms?
261 00:23:03.680 ⇒ 00:23:08.650 Judd Kuehling: … Probably… yeah.
262 00:23:09.340 ⇒ 00:23:10.989 Henry Zhao: An email not liked.
263 00:23:11.690 ⇒ 00:23:13.420 Henry Zhao: at Triunion.com.
264 00:23:17.430 ⇒ 00:23:21.279 Henry Zhao: So today, we would send out 92 reminders. ….
265 00:23:22.060 ⇒ 00:23:22.940 Judd Kuehling: done.
266 00:23:23.890 ⇒ 00:23:25.320 Judd Kuehling: Sanity.
267 00:23:25.680 ⇒ 00:23:28.089 Judd Kuehling: That number sounds like it could be.
268 00:23:30.340 ⇒ 00:23:33.590 Henry Zhao: Do you want the streaming group, or do you want the product invariant?
269 00:23:33.590 ⇒ 00:23:39.359 Judd Kuehling: … Let me look at the way that follow-ups looks.
270 00:23:39.540 ⇒ 00:23:41.700 Henry Zhao: God, just look at what you are….
271 00:23:41.860 ⇒ 00:23:43.880 Judd Kuehling: I believe the follow-ups are set up by…
272 00:23:44.980 ⇒ 00:23:47.370 Judd Kuehling: Treatment, more kind of like by treatment.
273 00:23:51.830 ⇒ 00:23:54.229 Judd Kuehling: I know they are… there’s a separate one for…
274 00:23:58.160 ⇒ 00:24:01.110 Judd Kuehling: Really, only… only follow-ups, really, are for…
275 00:24:02.260 ⇒ 00:24:07.370 Judd Kuehling: We’re gonna have to build follow-ups for other treatments, but right now, the only ones are really for…
276 00:24:10.640 ⇒ 00:24:12.090 Judd Kuehling: semaglutide.
277 00:24:12.420 ⇒ 00:24:13.960 Judd Kuehling: It’s not grouped together.
278 00:24:13.960 ⇒ 00:24:16.010 Henry Zhao: We want it for all treatments now, right? So….
279 00:24:16.010 ⇒ 00:24:22.860 Judd Kuehling: Yeah, well, we’ll create… we need to create ones for other treatments, so it’s good that we have the data, and you’re built in this way.
280 00:24:23.140 ⇒ 00:24:26.030 Henry Zhao: For now, I’ll just put in product invariant, and I can change that anytime.
281 00:24:26.390 ⇒ 00:24:27.050 Judd Kuehling: Okay.
282 00:24:27.300 ⇒ 00:24:27.920 Henry Zhao: Okay?
283 00:24:28.550 ⇒ 00:24:29.879 Judd Kuehling: Can you… is it….
284 00:24:29.990 ⇒ 00:24:30.979 Henry Zhao: how it works.
285 00:24:32.250 ⇒ 00:24:34.730 Judd Kuehling: Product and variant, though, like, I need to be able to…
286 00:24:35.510 ⇒ 00:24:40.330 Judd Kuehling: filter off of that. Is that, like, gonna be, like, A lot of different…
287 00:24:42.530 ⇒ 00:24:45.170 Judd Kuehling: choices, you know what I’m saying? Like, is it gonna be, like….
288 00:24:45.170 ⇒ 00:24:46.149 Henry Zhao: A lot of choices.
289 00:24:46.150 ⇒ 00:24:47.369 Judd Kuehling: dosages and stuff.
290 00:24:47.500 ⇒ 00:24:50.879 Henry Zhao: Yup, it’s gonna be, like, 0.2 milligrams, titration.
291 00:24:50.880 ⇒ 00:24:51.449 Judd Kuehling: Appreciate it.
292 00:24:51.450 ⇒ 00:24:52.530 Henry Zhao: the dose.
293 00:24:52.530 ⇒ 00:24:54.670 Judd Kuehling: Let’s do… can we do the treatment, then, instead?
294 00:24:54.670 ⇒ 00:24:55.630 Henry Zhao: Group, okay.
295 00:24:55.630 ⇒ 00:24:56.200 Judd Kuehling: Yeah.
296 00:24:56.580 ⇒ 00:24:57.920 Henry Zhao: Let’s do trimming Group for now.
297 00:24:58.090 ⇒ 00:24:58.650 Judd Kuehling: Yeah.
298 00:24:58.650 ⇒ 00:25:00.770 Henry Zhao: Cause that, that’s, like…
299 00:25:01.130 ⇒ 00:25:05.609 Henry Zhao: directionally, I think, good enough for them to know, like, I need to follow up on my weight loss kit.
300 00:25:05.610 ⇒ 00:25:06.200 Judd Kuehling: Right.
301 00:25:06.500 ⇒ 00:25:08.569 Henry Zhao: They don’t need to know it’s my .2 milligrams, whatever.
302 00:25:08.570 ⇒ 00:25:09.730 Judd Kuehling: Right, exactly.
303 00:25:11.040 ⇒ 00:25:15.750 Henry Zhao: Oh, wait, but although Bobby said something on product variant, let me just double-check why he wanted product variant in the first place.
304 00:25:16.460 ⇒ 00:25:18.399 Henry Zhao: If there was some other reason.
305 00:25:24.060 ⇒ 00:25:26.439 Henry Zhao: I think, …
306 00:25:36.480 ⇒ 00:25:39.460 Henry Zhao: Yeah, I think it was a concern with just making sure that
307 00:25:39.700 ⇒ 00:25:42.640 Henry Zhao: We are grouping the treatment groups properly.
308 00:25:43.950 ⇒ 00:25:46.840 Henry Zhao: Okay. That’s why he wanted the variant and stuff like that.
309 00:25:47.600 ⇒ 00:25:56.839 Henry Zhao: Like, to make sure that we don’t count, like, semaglutide compounded and semaglutide, like, titration dose as the same… as a different treatment, you know what I mean?
310 00:25:57.460 ⇒ 00:25:57.950 Judd Kuehling: Okay.
311 00:25:57.950 ⇒ 00:26:00.159 Henry Zhao: Which I think I’ve done already on my end.
312 00:26:02.660 ⇒ 00:26:10.210 Judd Kuehling: I think so, and I think he agreed with… me… Thumbs up in your…
313 00:26:11.730 ⇒ 00:26:14.420 Judd Kuehling: Well, you did on… I think it was on Friday.
314 00:26:14.660 ⇒ 00:26:22.460 Henry Zhao: Yeah, I think what I have now is good. So, let me put in treatment group, let me implement it into Customer I.O, and let’s see if it works, and then we can regroup from there.
315 00:26:22.790 ⇒ 00:26:23.430 Judd Kuehling: Okay.
316 00:26:23.430 ⇒ 00:26:42.330 Henry Zhao: The next thing I need from you is, like I told you last time, we built a customer-enriched profiles model, where we have, like, about 40 to 50 different columns of customer attributes that we think were helpful for you to do campaigns in Customer I.O. I’m gonna export to you a small sample of that table with, you know, 50 rows, maybe. If you can go ahead and tell me which of those columns would be immediately helpful for you.
317 00:26:42.330 ⇒ 00:26:42.680 Judd Kuehling: Okay.
318 00:26:42.680 ⇒ 00:26:48.899 Henry Zhao: We’ll add those into segments so that you start having those in Customer I.O, so you can, at any point, start using those for your campaigns.
319 00:26:49.130 ⇒ 00:26:55.400 Judd Kuehling: Awesome. And then, … And then the status of the Zendesk Ticket, or the ticket.
320 00:26:55.400 ⇒ 00:27:00.809 Henry Zhao: We need to work on that next. We need to work on that next. And then after that, our next step is to get rid of the dirty.
321 00:27:01.120 ⇒ 00:27:06.930 Henry Zhao: attributes in Customer I.O, so we want to clean up some of those, like, perfectly messy attributes that you’re never going to use.
322 00:27:08.620 ⇒ 00:27:09.320 Judd Kuehling: Okay.
323 00:27:09.690 ⇒ 00:27:10.440 Henry Zhao: Okay?
324 00:27:10.440 ⇒ 00:27:11.050 Judd Kuehling: Perfect.
325 00:27:11.600 ⇒ 00:27:12.460 Judd Kuehling: Awesome.
326 00:27:13.300 ⇒ 00:27:15.009 Henry Zhao: Alright, thanks, Jen.
327 00:27:15.010 ⇒ 00:27:19.300 Judd Kuehling: Appreciate it. Thanks. Put an update in the group so that, people know what we’re doing, and… Perfect.
328 00:27:19.450 ⇒ 00:27:20.150 Henry Zhao: Alright.
329 00:27:20.390 ⇒ 00:27:21.240 Judd Kuehling: Good idea.
330 00:27:21.240 ⇒ 00:27:22.110 Henry Zhao: Thanks, man.
331 00:27:22.110 ⇒ 00:27:22.620 Judd Kuehling: Sure.