This requires access to:

• Ace Primary WordPress site, Admin level
• The certification spreadsheet
• Classmarker.com account access

See [email protected] to request access

Google Spreadsheet

1. Go into the google spreadsheet and check for any  certifications that haven’t been added to the DB (left hand column)
   
2. Look up the WordPress user profile on the Ace Primary WordPress site dashboard and mark the relevant certifications. Be sure to save changes.
3. Then trigger the “Certification Update” email on the Customer Data tab for that user.
   
4. From time to time we will run a promotion for guest members to purchase a discounted membership after they have taken a certification class. Instead of triggering the “Certification Update” email, trigger the “Cert Guest [quarter] promo” email instead.  

ClassMarker

CNC Router and Laser Certifications are collected through ClassMarker

1. Login to ClassMarker and choose to see the results of one of the knowledge checks.
2. Screen the results for any entries that look new. It is helpful to note in the Asana task when items were last checked.
3. Look up the WordPress user profile on the Ace Primary WordPress site dashboard and mark the relevant certifications. Be sure to save changes.
4. Then trigger the “Certifications Update” email on the Customer Data tab for that user.
   
5. For guest certifications, trigger the appropriate guest promotion email if applicable.