Meeting Title: Customer IO transition Date: 2025-09-25 Meeting participants: Henry Zhao, Judd Kuehling
WEBVTT
1 00:02:31.970 ⇒ 00:02:32.630 Judd Kuehling: You hear me?
2 00:02:36.160 ⇒ 00:02:37.549 Henry Zhao: Yep, I can hear you.
3 00:02:38.190 ⇒ 00:02:38.830 Judd Kuehling: Cool.
4 00:02:42.680 ⇒ 00:02:44.500 Henry Zhao: Alright, let’s get this done.
5 00:02:45.090 ⇒ 00:02:45.630 Judd Kuehling: Yeah.
6 00:02:46.120 ⇒ 00:02:46.950 Henry Zhao: Alright.
7 00:02:47.730 ⇒ 00:02:52.280 Henry Zhao: So, first thing you said was, other bucket is showing all-time data. Okay, fine, that’s easy.
8 00:02:53.030 ⇒ 00:02:54.090 Henry Zhao: They’re bucket.
9 00:02:55.690 ⇒ 00:03:00.240 Judd Kuehling: It was weird, because it wasn’t always… didn’t look like it was always like that. Then something, I don’t know if something changed.
10 00:03:01.110 ⇒ 00:03:03.079 Henry Zhao: Oh, yeah, the date filter went away.
11 00:03:07.340 ⇒ 00:03:09.450 Judd Kuehling: A filter works on the top bar.
12 00:03:09.760 ⇒ 00:03:13.040 Henry Zhao: Oh, yeah, that’s a different data source, that’s why.
13 00:03:13.670 ⇒ 00:03:15.029 Henry Zhao: You want range of dates?
14 00:03:16.980 ⇒ 00:03:18.800 Judd Kuehling: Yeah.
15 00:03:18.990 ⇒ 00:03:19.760 Henry Zhao: What do you want the default?
16 00:03:19.760 ⇒ 00:03:20.350 Judd Kuehling: Favorite mistake.
17 00:03:20.350 ⇒ 00:03:21.960 Henry Zhao: Like, just… just this year?
18 00:03:22.350 ⇒ 00:03:25.230 Judd Kuehling: Yeah, it doesn’t matter, I can change it. Yeah, this is weird.
19 00:03:25.230 ⇒ 00:03:28.890 Henry Zhao: Let me see if I can make it so that… I don’t think I can.
20 00:03:31.410 ⇒ 00:03:34.010 Henry Zhao: Yeah, I can’t, so I have to make a new filter.
21 00:03:35.240 ⇒ 00:03:38.850 Henry Zhao: Because Tableau doesn’t know that those dates are dates. We have to tell it.
22 00:03:39.680 ⇒ 00:03:42.600 Henry Zhao: Does that make sense. Alright, I’ll make the default, like, just this year.
23 00:03:48.370 ⇒ 00:03:49.939 Henry Zhao: Silly me, that’s not this year.
24 00:03:53.770 ⇒ 00:03:56.519 Henry Zhao: Apply to all using this data source.
25 00:03:57.260 ⇒ 00:03:58.649 Henry Zhao: Show filter…
26 00:04:03.520 ⇒ 00:04:06.779 Henry Zhao: Here it is. Okay, so this one is gonna… oh, wait.
27 00:04:13.450 ⇒ 00:04:14.250 Henry Zhao: The heck?
28 00:04:15.480 ⇒ 00:04:16.650 Henry Zhao: Now it should work.
29 00:04:20.820 ⇒ 00:04:21.950 Henry Zhao: Okay, there you go.
30 00:04:22.330 ⇒ 00:04:23.820 Henry Zhao: So I don’t need this guy.
31 00:04:31.210 ⇒ 00:04:32.550 Henry Zhao: This should work now, okay?
32 00:04:34.450 ⇒ 00:04:35.280 Henry Zhao: Let’s check.
33 00:04:35.870 ⇒ 00:04:36.750 Henry Zhao: I’m gonna start.
34 00:04:38.930 ⇒ 00:04:40.210 Henry Zhao: Yup, that worked, right?
35 00:04:41.500 ⇒ 00:04:46.660 Judd Kuehling: Ye… I…
36 00:04:46.820 ⇒ 00:04:49.279 Henry Zhao: You’re not gonna see it, it’s just on my screen.
37 00:04:49.730 ⇒ 00:04:50.510 Judd Kuehling: Oh, okay.
38 00:04:52.940 ⇒ 00:04:55.400 Henry Zhao: Yep, it works. Now that both are upgrading.
39 00:05:00.230 ⇒ 00:05:02.810 Judd Kuehling: I was moving the data around, I wasn’t changing it inward.
40 00:05:03.200 ⇒ 00:05:10.390 Henry Zhao: Alright, so what do you want me to include for the categorization of… Let’s call it campaign type.
41 00:05:13.820 ⇒ 00:05:15.270 Henry Zhao: Why is it a copy?
42 00:05:21.020 ⇒ 00:05:22.400 Henry Zhao: Understood. Okay.
43 00:05:22.900 ⇒ 00:05:27.100 Henry Zhao: So it looks like abandoned cart also needs to be included.
44 00:05:30.990 ⇒ 00:05:35.290 Judd Kuehling: Yeah, I don’t know… but then, like, again, it might be old data.
45 00:05:35.990 ⇒ 00:05:39.999 Henry Zhao: Abandoned car. Yeah, it’s fine. You don’t need to change the UTMs, I can just add it to my formula.
46 00:05:40.470 ⇒ 00:05:47.300 Henry Zhao: Abandoned cart needs to be added, so that’s there. Upsell… Upsell is cross-sell?
47 00:05:48.820 ⇒ 00:05:52.000 Judd Kuehling: Yeah.
48 00:05:52.620 ⇒ 00:05:53.280 Henry Zhao: Okay.
49 00:05:53.960 ⇒ 00:05:54.650 Judd Kuehling: Let’s see.
50 00:05:59.010 ⇒ 00:06:01.159 Henry Zhao: Now, if it says upsell, it’ll be cross-sell also.
51 00:06:01.330 ⇒ 00:06:04.129 Judd Kuehling: So now you see a lot of things have left other.
52 00:06:04.130 ⇒ 00:06:04.780 Henry Zhao: I think.
53 00:06:07.410 ⇒ 00:06:08.660 Judd Kuehling: then I need to…
54 00:06:09.110 ⇒ 00:06:16.010 Judd Kuehling: further look into this, but I might… actually, that first account creation welcome flow, and there’s… Second one…
55 00:06:17.350 ⇒ 00:06:21.750 Judd Kuehling: Oh, National Ball, we might take that as well. Banning cart, but…
56 00:06:26.180 ⇒ 00:06:31.510 Henry Zhao: Wait, what the heck just happened? One second. Sorry, before we… let me… let me just figure this out real quick. Shoot.
57 00:06:33.740 ⇒ 00:06:36.490 Henry Zhao: Why does it make me edit a copy?
58 00:07:08.860 ⇒ 00:07:10.670 Henry Zhao: hate this.
59 00:07:20.100 ⇒ 00:07:23.259 Henry Zhao: I’ll fix this when we’re not on this call.
60 00:07:24.770 ⇒ 00:07:26.760 Henry Zhao: So, abandoned cart needs to be added.
61 00:07:31.710 ⇒ 00:07:34.400 Henry Zhao: Upsell needs to be added to cross-sell.
62 00:07:40.340 ⇒ 00:07:41.770 Henry Zhao: Okay, what were you asking me?
63 00:07:43.600 ⇒ 00:07:47.310 Judd Kuehling: I may need to add… Wow.
64 00:07:47.970 ⇒ 00:07:49.300 Judd Kuehling: concreation.
65 00:07:50.510 ⇒ 00:07:54.160 Judd Kuehling: An abandoned cart later, named it Checkbox.
66 00:07:55.930 ⇒ 00:07:57.980 Henry Zhao: You need to add con-creation to where?
67 00:07:58.570 ⇒ 00:08:00.250 Judd Kuehling: Man, that might need to be it.
68 00:08:00.820 ⇒ 00:08:01.840 Judd Kuehling: It…
69 00:08:02.070 ⇒ 00:08:03.440 Henry Zhao: Sorry, you’re kind of breaking…
70 00:08:04.050 ⇒ 00:08:09.749 Judd Kuehling: I think I might need to add that one to abandoned cart, definition, but I need to check on some things.
71 00:08:09.750 ⇒ 00:08:10.400 Henry Zhao: Okay.
72 00:08:11.570 ⇒ 00:08:13.800 Henry Zhao: You might just need to change the campaign.
73 00:08:14.220 ⇒ 00:08:14.790 Judd Kuehling: Okay.
74 00:08:15.230 ⇒ 00:08:16.699 Henry Zhao: So that you can, yeah.
75 00:08:18.600 ⇒ 00:08:21.319 Henry Zhao: Anything else on this?
76 00:08:21.900 ⇒ 00:08:25.019 Judd Kuehling: Like, Terzepatides does a banning part there.
77 00:08:25.800 ⇒ 00:08:26.830 Judd Kuehling: One down.
78 00:08:27.510 ⇒ 00:08:29.950 Henry Zhao: I just need to replace the filter,
79 00:08:31.330 ⇒ 00:08:34.059 Henry Zhao: Let me replace the filter for now, so you can see.
80 00:08:38.450 ⇒ 00:08:39.640 Henry Zhao: Alright, anything else?
81 00:08:44.120 ⇒ 00:08:46.379 Henry Zhao: I also don’t know why it’s not sorted properly.
82 00:08:47.300 ⇒ 00:08:50.810 Henry Zhao: Sort by realized revenue. Oh, no, it’s supposed to be order total.
83 00:08:50.980 ⇒ 00:08:51.800 Henry Zhao: That’s why.
84 00:08:53.120 ⇒ 00:08:55.439 Judd Kuehling: There’s one that says Winback down there.
85 00:08:55.550 ⇒ 00:08:57.089 Judd Kuehling: Except the red window.
86 00:08:57.420 ⇒ 00:08:58.370 Henry Zhao: Where is it?
87 00:08:58.580 ⇒ 00:09:01.440 Judd Kuehling: Mmm… Awesome.
88 00:09:02.040 ⇒ 00:09:03.090 Judd Kuehling: There’s somewhere.
89 00:09:09.540 ⇒ 00:09:10.689 Henry Zhao: I don’t see it went back anywhere.
90 00:09:10.990 ⇒ 00:09:11.830 Judd Kuehling: Yeah.
91 00:09:12.870 ⇒ 00:09:15.399 Henry Zhao: Here, so there’s an upside room back? Oh yeah, there it is.
92 00:09:15.610 ⇒ 00:09:16.790 Henry Zhao: You want that to be what?
93 00:09:17.120 ⇒ 00:09:18.509 Judd Kuehling: It went back.
94 00:09:19.450 ⇒ 00:09:20.149 Henry Zhao: Oh, yeah.
95 00:09:21.610 ⇒ 00:09:22.660 Henry Zhao: That makes sense.
96 00:09:30.410 ⇒ 00:09:31.350 Judd Kuehling: Yeah, that’s good.
97 00:09:31.710 ⇒ 00:09:33.860 Henry Zhao: It’s gone. Alright, so now this is the others.
98 00:09:35.030 ⇒ 00:09:38.440 Judd Kuehling: If there’s any other… there might be others that I might have to move, but I think…
99 00:09:38.440 ⇒ 00:09:39.999 Henry Zhao: Yeah, just let me know, and then I’ll add it.
100 00:09:40.220 ⇒ 00:09:41.130 Judd Kuehling: Okay.
101 00:09:41.370 ⇒ 00:09:43.220 Henry Zhao: What about this price increase turns?
102 00:09:44.120 ⇒ 00:09:45.810 Judd Kuehling: No, that’s it.
103 00:09:45.810 ⇒ 00:09:46.400 Henry Zhao: Okay.
104 00:09:47.400 ⇒ 00:09:50.509 Henry Zhao: Alright, so that’s that.
105 00:09:50.790 ⇒ 00:09:52.760 Henry Zhao: I will fix that and publish it later.
106 00:09:53.360 ⇒ 00:10:04.900 Henry Zhao: This is the new V2 of the, treatment follow-up reminders. I fixed the logic… logical errors that we talked about with Bobby, so now, semaglutide is showing up.
107 00:10:05.890 ⇒ 00:10:12.219 Henry Zhao: Still very few, though, so there’s only 4 people that need follow-up reminders. But basically, the logic was, like, super complex,
108 00:10:12.810 ⇒ 00:10:24.310 Henry Zhao: We had to look at the last status of the treatment. Yeah, I don’t want to get into it, but anyway, it now has the follow-up date, how many days until follow-up, so, like, 11 days ago says negative 14, and it still has the product and variant.
109 00:10:25.240 ⇒ 00:10:36.839 Henry Zhao: So, let’s work on this together, so that to make sure that it’s usable for you. So I’m going to replace the old one now, so the old one will not work anymore, so if you can replace that in Customer I.O. today, that will avoid
110 00:10:37.190 ⇒ 00:10:39.410 Henry Zhao: Customers getting the wrong emails, okay?
111 00:10:40.860 ⇒ 00:10:44.469 Henry Zhao: But I will keep the clear one, so there’s one that clears it.
112 00:10:45.110 ⇒ 00:10:49.639 Henry Zhao: So that way, like, there’s gonna be no more data on that one. Treatment fault reminders.
113 00:10:51.120 ⇒ 00:11:00.000 Henry Zhao: So basically what I’m saying is, every day I go in and I clear the yesterday’s data, and then I add in the new day’s data. So I’m gonna remove the part that adds the new day’s data, but I’m keeping the clearing one.
114 00:11:00.150 ⇒ 00:11:02.910 Henry Zhao: So that people don’t, like, start getting spammed.
115 00:11:04.050 ⇒ 00:11:11.039 Henry Zhao: Okay, so Clear Treatment Reminder is still active, but I’m gonna change this one to… The new table now.
116 00:11:15.660 ⇒ 00:11:16.520 Henry Zhao: Okay?
117 00:11:18.520 ⇒ 00:11:20.270 Henry Zhao: Alright, so…
118 00:11:26.980 ⇒ 00:11:29.369 Henry Zhao: Oh, shoot. So it’s not that simple.
119 00:11:33.300 ⇒ 00:11:42.540 Henry Zhao: you shouldn’t need to change anything on the campaign names for now, because the product invariants are the same. I think the only thing you need to fix is the logic of the dates, because now it’s going to be two fields instead of one, right?
120 00:11:43.110 ⇒ 00:11:47.039 Henry Zhao: What are we doing right now for it? Let’s see.
121 00:11:49.690 ⇒ 00:11:53.049 Henry Zhao: Treatment follow-up reminders, okay, query builder.
122 00:11:53.900 ⇒ 00:11:55.570 Henry Zhao: NVV2 now.
123 00:11:57.510 ⇒ 00:12:02.590 Henry Zhao: Save query… Overview.
124 00:12:08.540 ⇒ 00:12:13.489 Henry Zhao: Wait, hold on. Okay, let’s do this one by one. I gotta think through this logically. Okay, so save query.
125 00:12:14.110 ⇒ 00:12:15.890 Henry Zhao: So first, I need to clear the old one.
126 00:12:17.380 ⇒ 00:12:22.670 Henry Zhao: So, in other words, we’re gonna clear that, and we’re gonna probably delete the attribute for the one we had.
127 00:12:22.820 ⇒ 00:12:27.800 Henry Zhao: Or maybe we’ll keep it. We’ll just replace it with the product invariant. Well, we’ll just keep it as the product invariant, does that work?
128 00:12:29.170 ⇒ 00:12:29.690 Judd Kuehling: Yeah.
129 00:12:29.690 ⇒ 00:12:35.460 Henry Zhao: Okay, alright. So let me turn off daily follow-up reminder, Turn this off.
130 00:12:35.860 ⇒ 00:12:40.019 Henry Zhao: So now the old one is stopped, so you’re not gonna get that anymore.
131 00:12:41.480 ⇒ 00:12:43.159 Henry Zhao: We’re gonna clear it real quick.
132 00:12:44.180 ⇒ 00:12:49.589 Henry Zhao: Clear treatment reminder. So anything that came in today is cleared now, because you already sent it at 9am, right?
133 00:12:50.930 ⇒ 00:12:51.850 Henry Zhao: Come on, let’s go.
134 00:12:56.790 ⇒ 00:13:00.800 Henry Zhao: Yeah, I gotta, like, talk you… talk the logic through with you so that we don’t make any mistakes. Alright.
135 00:13:01.060 ⇒ 00:13:03.899 Henry Zhao: So let’s clear it, so I’ll do sync now.
136 00:13:10.980 ⇒ 00:13:14.540 Henry Zhao: And then we can delete… no, we’re gonna keep the attribute, that’s right.
137 00:13:21.490 ⇒ 00:13:27.350 Henry Zhao: And now, for now, I’m just gonna duplicate this, maybe. I gotta think about this.
138 00:13:28.300 ⇒ 00:13:31.409 Henry Zhao: Moving forward, do I want to clear it and re-put it in, or…
139 00:13:32.310 ⇒ 00:13:35.059 Henry Zhao: Yeah, I think I’ll still clear it and re-put it in. Okay.
140 00:13:36.740 ⇒ 00:13:38.020 Henry Zhao: Same way we do it now.
141 00:13:45.340 ⇒ 00:13:47.049 Henry Zhao: Edit mapping… no.
142 00:13:50.500 ⇒ 00:13:54.920 Henry Zhao: Sorry, let me make sure that it cleared first, because then, again, we had to replace the table, redo the mapping.
143 00:13:56.860 ⇒ 00:13:59.620 Henry Zhao: And then you have to go in and remap the campaigns.
144 00:14:01.120 ⇒ 00:14:02.900 Henry Zhao: Or else it’ll get confused, I think.
145 00:14:03.630 ⇒ 00:14:06.620 Henry Zhao: Alright, so… clear…
146 00:14:12.210 ⇒ 00:14:15.160 Henry Zhao: Clear treatment reminder… is it done?
147 00:14:15.510 ⇒ 00:14:18.179 Henry Zhao: Still in progress. Sorry, let’s… let’s let it finish.
148 00:14:23.800 ⇒ 00:14:26.090 Henry Zhao: Do you remember what the field is called in Customer IO?
149 00:14:28.170 ⇒ 00:14:29.190 Judd Kuehling: Or…
150 00:14:30.640 ⇒ 00:14:31.910 Henry Zhao: Retrieval reminders?
151 00:14:33.990 ⇒ 00:14:34.580 Henry Zhao: Cardone.
152 00:14:34.820 ⇒ 00:14:35.990 Judd Kuehling: Yeah, I shouldn’t have it.
153 00:14:36.760 ⇒ 00:14:38.450 Henry Zhao: It was treatment…
154 00:14:38.900 ⇒ 00:14:40.680 Judd Kuehling: Group requiring follow-up.
155 00:14:42.040 ⇒ 00:14:42.610 Henry Zhao: Yeah.
156 00:14:45.880 ⇒ 00:14:47.589 Henry Zhao: Treatment group requiring fallout, right?
157 00:14:49.190 ⇒ 00:14:53.030 Henry Zhao: Okay, so we can keep that, because it still makes sense. It’s still the treatment group that requires follow-up.
158 00:14:54.000 ⇒ 00:14:56.310 Henry Zhao: Yeah.
159 00:14:56.520 ⇒ 00:15:00.749 Henry Zhao: But now you’re just gonna get another field that’s, like, Days until follow-up, yeah?
160 00:15:02.820 ⇒ 00:15:03.840 Henry Zhao: Correct, right?
161 00:15:04.750 ⇒ 00:15:07.599 Henry Zhao: And it’ll only exist if it’s between negative 14 and 7.
162 00:15:10.120 ⇒ 00:15:10.666 Judd Kuehling: I mean…
163 00:15:12.590 ⇒ 00:15:13.899 Henry Zhao: Okay, this should be right.
164 00:15:14.410 ⇒ 00:15:17.820 Henry Zhao: Okay, it’s cleared, so now we go to the mappings.
165 00:15:20.080 ⇒ 00:15:22.380 Henry Zhao: Daily follow-up reminder…
166 00:15:28.520 ⇒ 00:15:29.320 Henry Zhao: Come on.
167 00:15:30.120 ⇒ 00:15:33.880 Henry Zhao: Alright, edit mapping… no, no. First, it’s gotta change the query.
168 00:15:39.920 ⇒ 00:15:42.880 Henry Zhao: to V2, train fault reminders V2, right?
169 00:15:49.440 ⇒ 00:15:56.789 Henry Zhao: 2… Save query… Okay, okay, we got this. Now I figured it out. Okay, overview…
170 00:15:59.690 ⇒ 00:16:02.849 Henry Zhao: Alright, then we gotta do the daily fob reminder.
171 00:16:03.380 ⇒ 00:16:12.059 Henry Zhao: Edit the mapping… Treatment group is still the treatment group requiring follow-up, except for now days until follow-up.
172 00:16:12.430 ⇒ 00:16:14.270 Henry Zhao: I will call it days until follow-up, okay?
173 00:16:17.210 ⇒ 00:16:18.680 Henry Zhao: Alright, I think that’s it, actually.
174 00:16:18.930 ⇒ 00:16:23.010 Henry Zhao: Send a test… Success… next.
175 00:16:24.200 ⇒ 00:16:27.359 Henry Zhao: Alright, same time frame, right? 5 AM Eastern?
176 00:16:28.900 ⇒ 00:16:29.640 Judd Kuehling: Yeah, that’s fine.
177 00:16:30.910 ⇒ 00:16:33.430 Henry Zhao: So then you’re gonna run yours probably, like, 6 AM Eastern, right?
178 00:16:34.230 ⇒ 00:16:34.710 Henry Zhao: We’re not…
179 00:16:34.710 ⇒ 00:16:36.750 Judd Kuehling: Yeah, probably. Probably, yeah.
180 00:16:37.050 ⇒ 00:16:41.930 Henry Zhao: Okay, good, yeah, give it some time. Alright, and then we’re gonna do sync now, so that we can see it working.
181 00:16:45.120 ⇒ 00:16:46.480 Henry Zhao: Okay, it’s enabled.
182 00:16:47.520 ⇒ 00:16:49.650 Henry Zhao: The clear is still there, right?
183 00:16:49.820 ⇒ 00:16:50.590 Henry Zhao: Sure.
184 00:16:56.350 ⇒ 00:16:58.839 Henry Zhao: Clear Treatment Reminder is still there, that’s at
185 00:16:59.930 ⇒ 00:17:10.279 Henry Zhao: 11 p.m. Okay, yeah, so I cleared 11 PM Eastern, 5am it runs the new one, 9am until 10, 10.30pm you can run it, but let’s just say stay safe.
186 00:17:11.520 ⇒ 00:17:16.209 Henry Zhao: Because it’ll clear the previous day’s data, and then we should be good to go.
187 00:17:19.950 ⇒ 00:17:22.410 Henry Zhao: Let me see if I can sync now so we can test it already.
188 00:17:26.300 ⇒ 00:17:27.069 Henry Zhao: Come on.
189 00:17:28.060 ⇒ 00:17:29.320 Henry Zhao: So slow.
190 00:17:30.470 ⇒ 00:17:32.000 Henry Zhao: I sync now…
191 00:17:39.100 ⇒ 00:17:44.450 Henry Zhao: Will you be able to get it done by midnight, the… replacing the campaign stuff, like, the logic for the days until follow-up?
192 00:17:44.700 ⇒ 00:17:45.250 Judd Kuehling: Yeah.
193 00:17:45.250 ⇒ 00:17:46.069 Henry Zhao: I couldn’t need it.
194 00:17:46.470 ⇒ 00:17:51.460 Henry Zhao: Because this will be live ASAP. Let me make sure I feed the query also.
195 00:17:53.090 ⇒ 00:17:55.770 Henry Zhao: Schedule queries… Let me…
196 00:18:06.220 ⇒ 00:18:07.300 Henry Zhao: Okay…
197 00:18:14.870 ⇒ 00:18:16.620 Henry Zhao: Alright, schedule…
198 00:18:18.040 ⇒ 00:18:19.309 Judd Kuehling: This is the day’s attribute?
199 00:18:19.430 ⇒ 00:18:20.510 Judd Kuehling: Baldrigan?
200 00:18:21.780 ⇒ 00:18:25.140 Judd Kuehling: What was the day’s attribute? Like, the number of days?
201 00:18:27.400 ⇒ 00:18:37.040 Henry Zhao: Yeah, it’s still running, so you’ll see it soon. Okay, so start now… Truman follow-up reminders V2… Overwrite table…
202 00:18:37.850 ⇒ 00:18:38.610 Henry Zhao: Saved.
203 00:18:40.080 ⇒ 00:18:41.580 Judd Kuehling: Days until following.
204 00:18:42.940 ⇒ 00:18:45.270 Henry Zhao: Yeah, days until follow-up. Okay, let me drop the old one.
205 00:18:50.060 ⇒ 00:18:52.820 Henry Zhao: Because then I’m going to be replacing it with the automation.
206 00:18:53.460 ⇒ 00:18:57.980 Henry Zhao: treatment… Reminders.
207 00:18:59.040 ⇒ 00:19:02.369 Henry Zhao: And also, it’s good to have you here, so if anything breaks, we can look at it together.
208 00:19:02.560 ⇒ 00:19:05.120 Henry Zhao: Shouldn’t break anything, though. Alright, done.
209 00:19:05.630 ⇒ 00:19:06.930 Henry Zhao: This is updated.
210 00:19:07.630 ⇒ 00:19:12.569 Henry Zhao: Just go to double check by going to Schedule Queries, close Schedule Queries…
211 00:19:16.840 ⇒ 00:19:24.360 Henry Zhao: Update this… View details… Details…
212 00:19:27.670 ⇒ 00:19:31.239 Henry Zhao: So, date range, yep, between V2. Okay, good.
213 00:19:31.460 ⇒ 00:19:32.690 Henry Zhao: So that’s that.
214 00:19:34.050 ⇒ 00:19:36.079 Henry Zhao: Now let’s check. Alright.
215 00:19:36.440 ⇒ 00:19:38.730 Judd Kuehling: What were the date ranges that we asked for again?
216 00:19:38.950 ⇒ 00:19:41.119 Henry Zhao: Negative 14 to 7. Here we go.
217 00:19:41.680 ⇒ 00:19:42.200 Henry Zhao: So this…
218 00:19:42.200 ⇒ 00:19:46.860 Judd Kuehling: 7 is… 7 is before the follow-up, and negative 14 is 14 days after.
219 00:19:48.110 ⇒ 00:19:51.040 Henry Zhao: That’s what you said.
220 00:19:56.100 ⇒ 00:20:01.579 Judd Kuehling: The way you said it, it made me confused. Negative 14 to 7, it’s more like 7, negative 14.
221 00:20:02.050 ⇒ 00:20:06.889 Henry Zhao: So, starting positive and going to negative. Yeah, so 7 to negative 14.
222 00:20:08.140 ⇒ 00:20:08.960 Henry Zhao: Right?
223 00:20:09.810 ⇒ 00:20:10.510 Henry Zhao: No.
224 00:20:11.400 ⇒ 00:20:17.019 Henry Zhao: Yeah, because follow-up on 11th, yeah, it’s already 14 days after. Yeah, because today is the other side, yeah, okay.
225 00:20:17.340 ⇒ 00:20:29.640 Henry Zhao: So let’s go over my to-do list, just make sure we did everything. Okay, we went with Judd, sent to Customer I.O, correct, set up the campaigns, that’s where you’re gonna do it. I gotta do dbt, schedule accordingly, monitor for accuracy, shuttle Assistance. Alright, shuttle Vault Assistance already done.
226 00:20:30.140 ⇒ 00:20:31.960 Henry Zhao: Okay. Okay.
227 00:20:32.230 ⇒ 00:20:35.330 Henry Zhao: So, look, this person now is Nina Myers.
228 00:20:35.880 ⇒ 00:20:40.669 Henry Zhao: The treatment group requiring follow-up is Ozempic, and then days until follow-up 7.
229 00:20:40.930 ⇒ 00:20:46.130 Henry Zhao: So that means they need a follow-up on the 32nd, which is October 1st.
230 00:20:46.670 ⇒ 00:20:47.679 Henry Zhao: Or a second.
231 00:20:50.530 ⇒ 00:20:51.240 Henry Zhao: Okay.
232 00:20:51.700 ⇒ 00:20:52.270 Judd Kuehling: Yep.
233 00:20:53.820 ⇒ 00:20:55.479 Henry Zhao: Alright, so this person needs a follow-up.
234 00:20:59.120 ⇒ 00:21:00.739 Henry Zhao: Let’s see if they have Ozempic here.
235 00:21:01.470 ⇒ 00:21:02.410 Henry Zhao: Should, Rick.
236 00:21:04.200 ⇒ 00:21:09.430 Henry Zhao: Yeah, I see Ozempic Shipping delivered. Okay, looks right to me. I checked the work last night also.
237 00:21:11.380 ⇒ 00:21:20.199 Henry Zhao: And all the additional fields you asked for are in here as well, and I also added in… we also added in the 200,000 abandoned session people that had emails that weren’t in here, so…
238 00:21:20.340 ⇒ 00:21:21.470 Henry Zhao: Should be in here now.
239 00:21:21.810 ⇒ 00:21:26.810 Henry Zhao: So, this should be the maximum amount of data we have now for in-customer I.O. from our data warehouse.
240 00:21:27.930 ⇒ 00:21:28.760 Henry Zhao: Okay?
241 00:21:42.240 ⇒ 00:21:45.350 Henry Zhao: Any questions or concerns? You look very concerned.
242 00:21:45.830 ⇒ 00:21:50.150 Judd Kuehling: No, sorry, I’m just trying to figure out… branching.
243 00:21:50.360 ⇒ 00:21:52.360 Judd Kuehling: Thing that is an action.
244 00:21:53.510 ⇒ 00:21:55.389 Henry Zhao: Yeah, just ping me if you have any questions.
245 00:21:55.760 ⇒ 00:21:57.239 Judd Kuehling: Yeah, no, I think it all makes sense.
246 00:21:58.140 ⇒ 00:21:59.220 Henry Zhao: Cool.
247 00:21:59.220 ⇒ 00:22:00.340 Judd Kuehling: monitor that.
248 00:22:03.840 ⇒ 00:22:04.940 Henry Zhao: Okay, thanks, Jen.
249 00:22:05.140 ⇒ 00:22:05.670 Judd Kuehling: Yeah.
250 00:22:05.890 ⇒ 00:22:06.510 Henry Zhao: Cheer.
251 00:22:06.800 ⇒ 00:22:07.440 Judd Kuehling: Okay.