AG Upgrade To Portal V2

Summary

Upgrade the Portal to the OWCP for easier on-going management and feature updates.

Client
AGuardAGuard
Assigned To
Eli WeldonBalkishan Natani
Status
Completed
Start & Finish Date
Needs Review
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Project Resources

No Resources Currently

Project Outline

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Project Planning Tasklist
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For each Goal outlined turn it individual item in
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Problems & Goals

What are the problems we hope to solve with this project?

  • Can’t filter for only active clients.
  • Can’t text or do follow-ups directly form the sheet
  • Need to streamline data management as new clients scale
  • Need a daily tasklist that filters data for only clients that need action done

What are the Goals to create in order to solve the problems?

  • Convert Clients Sheet and Portal to Airtable CMS functionality

Goals & Deliverables

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Goal #1

Convert Clients Sheet and Portal to Airtable CMS functionality

Goal Planning Tasklist

Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into TasksTasks , add task details

Deliverables

  • Create Airtable base for Aguard and table with fields.
  • Setup activation function that saves to Airtable base.
  • Integrate created Airtable base to work with login functionality created.
  • Import the existing data.
  • Need to connect and save data in Airtable for: A) Signup / https://affiliateguard.info/get-started/ B) Portal / https://affiliateguard.info/portal C) Youthsports / https://affiliateguard.info/client-application/youth-sports/
  • Migrate youth sports form from Google apps script to internal airtable functionality
  • Remove Zapier as a middleware to store the data and directly store the data in Airtable base.
  • Combine the three google sheets data to one Airtable base ( New business, Renewals, Esign links)
  • Create new child plugin for Aguard and migrate all the pages in the existing them: i.e: page-hbredirect.php page-location-add.php page-location-list.php page-location-steps.php page-vault-help.php page-vault-login.php page-vault.php vault-gravityform.php
  • Combine all css into style.css and scripts into script.js.
  • Connect to Twilio for the CRM functionality i.e SMS, GPT etc.

Tasklist - Research / Outline / Client Question

  • Understanding Aguard portal and its functionality.
  • Research PDF creation with Airtable designer app.
  • Check for Airtable intergation with Gravity forms.

Tasklist - Final

  • Create new airtable base for Aguard and combine three sheets into one (New business, Renewals, Esign links) .
  • Setup activation function that save to Airtable base.
  • Integrate created Airtable base to work with login functionality created.
  • Intial setup and create new plugin for AGuard
  • Remove zapier as middleware and save all the data from gravity form to airtable base.
  • Save the data into airtable for Signup / https://affiliateguard.info/get-started/
  • List / Save the data for Portal / https://affiliateguard.info/portal
  • Migrate the following forms to use the new Airtable save functionality

    • gravityforms id="47" gravityforms id="21" gravityforms id="19 gravityforms id="13" gravityforms id="15" [gravityforms id="23" gravityforms id="34" gravityforms id="33”

  • Table for Youthspace form.
  • Save the Youthspace form submission to Airtable base.
  • Understand and Implement the PDF generation code from google apps script and sent as email with attachment (Wordpress or Airtable).
  • Combine the data submission for three sheets to one.
  • Migrate all the existing pages in Aguard to new plugin.
  • Migrate and confirm that url param gravityform can be set with a gravity form id and it will load the portal with just the form displayed and nothing else
  • Combine all the css to one style.css
  • Combine all the js to one script.js
  • Get the accesstoken to be as httponly cookie . currently it is passing in a query param which is an secuity risk.
  • Import the existing data.
  • sub account in twilio for Aguard and update the key in digital ocean.
  • Create a new USER_AGUARD in the OWCRM-Manager that is connected to the Aguard Clients table.
  • Test and debug the overall functionality