| #30269 |
Update Klaviyo email templates to match existing header/footer/styling View Detail |
In Progress |
Eric Barone |
- |
1.25 |
- |
1.25 |
Moderate |
Update the Klaviyo email flow templates so they match FAO Schwarz brand styling — header, footer, and overall styling consistent with the existing Mandrill templates and the current Teamwork-generated versions.
Context: Tyler Simigran (TeamWork Commerce) emailed Blake Gillan & Barrett on 2026-06-03 (subject: "Klaviyo Templates"). TeamWork configured email flows to support the trigger activations; their Reporting & Documents team is aligning the templates to the existing Mandrill/Teamwork versions. RICO’s piece is updating the Klaviyo email templates to match the existing header/footer/styling.
Open items to confirm with TeamWork (per Tyler’s email): sender email address, sender name, email subject lines, and any other content/branding requirements per email. Tyler recommends a review session to walk through the manual flows.
Sequence: once template details are finalized and approved, TeamWork schedules the Production deployment and activates the Klaviyo flows; after the flows are verified working, the Mandrill account can be deactivated. |
| #28244 |
Create Customer Service Email Flow in Gorgias View Detail |
In Progress |
Barrett Goldberg |
4 |
9.52 |
OVER +5.52 |
0.5 |
Moderate |
SOURCE: Request received via email from Blake Gillan on 9/3/25
BACKGROUND: Blake has created teams in Gorgias to direct customer service inquiries and needs to funnel initial requests to the Vox team.
REQUIREMENTS:
- Create a flow in Gorgias that directs all incoming customer service emails to the Vox team.
ESTIMATED TIME: 3 to 4 hours
ESTIMATE INCLUDES:
Production (pd002rc1.63), Quality Assurance, Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 10/18/2025. Due to the dynamic nature of web applications, this estimate is valid only until 10/18/2025, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |
| #29558 |
Review Wiser App with Team and Explore Revenue Opportunities View Detail |
In Progress |
Barrett Goldberg |
6 |
5.5 |
0.5 |
0.25 |
Low |
SOURCE:
FAO team request during app review call on February 26, 2026.
REQUIREMENTS:
- Review current Wiser app configuration and capabilities with new team members
- Schedule and conduct meeting with the Wiser team to discuss opportunities for expanding use of the app
- Identify opportunities to increase revenue through product recommendations
- Document findings and recommended next steps
TEST CASES:
- New team members understand current Wiser configuration and functionality
- Meeting with Wiser team is completed with action items documented
- Revenue opportunity recommendations are documented and shared with stakeholders
ESTIMATED TIME: 5 to 6 hours
ESTIMATE INCLUDES:
Production (2h), Test Cases (3), Quality Assurance (1h), BETA Testing (0.5h), Technical Management (0.35h), Project Management (0.53h)
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 04/17/2026. Due to the dynamic nature of web applications, this estimate is valid only until 04/17/2026, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |
| #29598 |
FAO Fraud App Updates View Detail |
In Progress |
Barrett Goldberg |
5 |
6.02 |
OVER +1.02 |
0 |
None |
SOURCE: Request received during call with FAO team on 2/26/26
BACKGROUND: The fraud control settings for FAO need to be updated in the Negate app, and the Blockify app has show to not be valuable, and needs to be removed. Address blocking will be moved to the Fraud Control app.
REQUIREMENTS:
- Remove Blockify app & create flow rule to cancel high risk orders
- Install Fraud Control app and migrate Blockify addresses there
- Update the Negate app settings to redirect bots off the site
ESTIMATED TIME: 5 to 5 hours
ESTIMATE INCLUDES:
Production (pd003rc2.44), Quality Assurance, Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 04/20/2026. Due to the dynamic nature of web applications, this estimate is valid only until 04/20/2026, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |
| #29601 |
Investigate GA4 Revenue Tracking Discrepancies View Detail |
Need Assistance |
OneTrust Support |
28 |
32.03 |
OVER +4.03 |
2 |
High |
SOURCE:
Email from Kendall Marcus (Senior Ecommerce Manager, FAO Schwarz) on 03/09/2026, reporting significant revenue discrepancies between GA4 and Shopify/Teamworks.
BACKGROUND:
Kevyn from NetElixir (ad agency) flagged that GA4 is reporting significantly lower revenue for ad campaigns than what Shopify and Teamworks sales data show. The discrepancy has been ongoing for weeks. Examples:
- 2/22-2/28: GA4 shows $28K vs. $105K in Shopify
- 3/1-3/7: GA4 shows $66.4K vs. $161.3K in Shopify
- Some brands showing $0 revenue in GA4 despite strong actual sales
- Last click attribution by channel reports show similar under-reporting with slightly improved results.
REQUIREMENTS:
- Investigate GA4 purchase/transaction event tracking on FAO Schwarz Shopify store to identify the cause of revenue under-reporting
- Verify that the GA4 data layer is firing correctly on the order confirmation/thank you page for all transactions
- Check for any recent theme changes, app updates, or checkout customizations that may have disrupted GA4 event tracking
- Provide findings and deploy fix to restore accurate GA4 revenue reporting
- Work with Shopify and OneTrust support to diagnose and resolve issue
- Review Microsoft Ads in conjunction with this request
- Create updated custom pixels to gather data in the interim while a final solution is established
TEST CASES:
- GA4 purchase events fire consistently on order confirmation for test transactions
- Revenue values in GA4 real-time reports match Shopify order totals
- All product brands appear in GA4 revenue reports (no $0 brands)
ESTIMATED TIME: 23 to 28 hours
ESTIMATE INCLUDES:
Production (pd0013rc10.57), Test Cases (5), Quality Assurance, BETA Testing, Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 05/23/2026. Due to the dynamic nature of web applications, this estimate is valid only until 05/23/2026, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |
| #30238 |
Teamwork to Gorgias Integration - API Connection Coordination View Detail |
Need Assistance |
Ian Andersen (Teamwork Commerce) |
8 |
0 |
8 |
0 |
None |
SOURCE:
Email thread: 'Re: Teamwork SOW for Gorgias Integration'. Blake Gillan (MerchSource) signed the Teamwork SOW with David Mauerer (Teamwork Commerce) on 2026-05-27. Blake directed Teamwork's team to work with Barrett to connect the API.
BACKGROUND:
FAO is adding a Teamwork-to-Gorgias integration so their customer service team can see POS context (Sales History and Customer data from the CHQ in-store system) directly inside Gorgias. The SOW was signed by Blake Gillan on 2026-05-27. Pricing is $500/month per integration point, with billing pausing if the integration is not delivered to UAT within 12 weeks of signing (by 2026-08-19).
REQUIREMENTS:
- Ensure that Teamwork Sales History data flows into Gorgias for the customer service team to reference.
- Ensure that Teamwork Customer records flow into Gorgias for the customer service team to reference.
- Ensure that the integration is delivered to UAT within the 12-week window from contract signing so monthly billing is not paused.
APPROACH:
Coordinate with Teamwork's team (David Mauerer, Ian Andersen, Nicole Ingarfield-Wheeler) to provision the Gorgias API credentials Teamwork needs, validate the connection on Teamwork's side, and confirm the UAT delivery date. See attached plan for full technical detail.
TEST CASES:
- Sales History records originated in Teamwork CHQ appear inside the customer's Gorgias profile.
- Customer records originated in Teamwork CHQ appear inside Gorgias contact records.
- Gorgias support agents can view Teamwork-sourced order and customer context while handling FAO support tickets.
- Integration delivered to UAT on or before 2026-08-19 (12 weeks after signing).
ESTIMATED TIME: 6 to 8 hours
ESTIMATE INCLUDES:
Production (3h), Test Cases (4), Quality Assurance (1.3h), BETA Testing (0.5h), Technical Management (0.48h), Project Management (0.72h)
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 07/11/2026. Due to the dynamic nature of web applications, this estimate is valid only until 07/11/2026, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |
| #28261 |
Update FareHarbor and Klaviyo Integration with Zapier View Detail |
Client Review |
Blake Gillan (MerchSource) |
12 |
6.25 |
5.75 |
0 |
None |
SOURCE: Request created by Barrett Goldberg on 9/15/25
BACKGROUND: The zapier integration that populates Klaviyo with Fareharbor customers is experiencing large overages due to increased usage and number of tasks required to pull the correct information
REQUIREMENTS:
- Evaluate a simpler integration with Zapier or updated Fareharbor event structure to eliminate the need for so many tasks in Zapier
ESTIMATED TIME: 10 to 12 hours
ESTIMATE INCLUDES:
Production (pd005rc4.07), Architecture (dsc002rc1.63), Quality Assurance, Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 10/30/2025. Due to the dynamic nature of web applications, this estimate is valid only until 10/30/2025, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer.
- Architecture includes determining exact specifications of the implementation. Various discoveries and approved decisions made during Architecture may impact the final estimate in which case the total project price will be adjusted to accommodate any additional considerations and presented for final approval. |
| #29968 |
Duplicate line items on orders for Final Sale tagged products View Detail |
Client Review |
Kendall Marcus (FAO) |
5 |
3.75 |
1.25 |
0 |
None |
Source: Reported by Kendall Marcus (kendall.marcus@fao.com) on 2026-05-12.
Issue: Same product is producing two separate line items on the same Shopify order. Order is sent to CHQ that way, so when the warehouse posts tracking back, the tracking does not align with the CHQ line items and FAO has to add tracking manually or open a ticket with CHQ. Kendall reports this has happened 50+ times since the exclusive Jellycat ("JC") launch in December.
Example orders:
- FAO-396690 / 8005399150679 - SKU 31933 (Amuseables Fran Pancakes Bag Charm) appears as two line items, qty 1 each, same variant 42205847945303. One line item has no properties, the other has
Final sale: not eligible for return
.
- FAO-397242 / 8015078555735 - SKU 31931, same pattern.
Affected SKUs reported: 31925, 31931, 31932, 31933 (all tagged
finalsale
).
Root cause: RICO ticket #27335 added a Final Sale line item property via client-side script in
sections/cart-drawer.liquid
and
sections/main-cart.liquid
(live theme 136431337559, Main Theme - Prestige). When the cart renders, the script reads cart.items, finds any line item whose product is tagged
finalsale
, and POSTs
/cart/change.js
to attach a
Final sale
property to that line item. Shopify treats line items as unique by (variant_id + properties), so once an existing line item has the property attached, any subsequent
/cart/add
for the same variant (which does not carry the property) creates a NEW line item. End state: one line item with the property, one without, both for the same variant.
Note:
snippets/line-item.liquid
already displays the Final Sale notice based on the product tag (lines 40-46), independent of the line item property. So the after-the-fact property injection is purely for downstream visibility (CHQ / fulfillment).
Proposed fix: Inject the property at add-to-cart time rather than retroactively. Add a hidden
<input type="hidden" name="properties[Final sale]" value="...">
to the product form in
snippets/buy-buttons.liquid
(or equivalent) when the product is tagged
finalsale
. Then every add-to-cart carries the property and Shopify merges by variant + properties as expected. Remove the retroactive script block from
sections/cart-drawer.liquid
and
sections/main-cart.liquid
.
Backfill: Existing duplicate orders in CHQ still need manual reconciliation. Consider a one-time script to identify duplicate line items in recent orders (same variant_id, qty 1, one with Final sale property and one without) and surface them to ops for cleanup, or push a consolidated note to CHQ.
References:
- Theme: Main Theme (NetElixir/RICO) - Prestige, id 136431337559.
- Files:
sections/cart-drawer.liquid
(lines 234-277),
sections/main-cart.liquid
(lines 271-293),
snippets/line-item.liquid
(lines 40-74).
- Originating ticket: RICO #27335 (Final Sale notice in cart line item).
ESTIMATED TIME: 5 to 5 hours
ESTIMATE INCLUDES:
Production (pd003rc2.44), Quality Assurance, Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 06/27/2026. Due to the dynamic nature of web applications, this estimate is valid only until 06/27/2026, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |
| Span Tasks (Recurring) |
| #28033 |
Store Experience & Reservation Page Updates View Detail |
Span |
Barrett Goldberg |
21 |
16.28 |
4.72 |
0 |
None |
SOURCE: Request received via email from Doran and Blake on 5/30/25
REQUIREMENTS:
- Make incremental updates to the store experiences and reservation pages as needed.
ESTIMATED TIME: 21 hours
ESTIMATE INCLUDES:
Production (pd013rc4.07), Quality Assurance, Re-Implementation (1), Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 07/14/2025. Due to the dynamic nature of web applications, this estimate is valid only until 07/14/2025, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |
| #28765 |
General Support Requests; 2026 View Detail |
Span |
Barrett Goldberg |
51 |
31.04 |
19.96 |
1.75 |
Moderate |
SOURCE: Necessitated by FAO and MerchSource requests to cover general support questions in 2026
REQUIREMENTS:
- Answer general support questions from MerchSource
ESTIMATED TIME: 43 to 51 hours
ESTIMATE INCLUDES:
Production (pd0034rc27.65), Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 05/22/2026. Due to the dynamic nature of web applications, this estimate is valid only until 05/22/2026, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |
| #28798 |
Status Meeting(s); 2026 View Detail |
Span |
Barrett Goldberg |
13 |
7.75 |
5.25 |
0.5 |
Moderate |
SOURCE: Requested by Blake Gillan on 8/30/23
REQUIREMENTS:
- Prepare and conduct 30-Minute weekly status update meeting with customers. Meeting includes reviewing project and task status, due dates, required input, project risks, etc.
-- Includes preparing agenda, facilitating meeting, documenting output and action items, and distributing notes and action items to entire project team to ensure continued project alignment around scope and timelines.
NOTE: The weekly meeting budget is an estimate based on proposed project schedule and the quantity of required meetings may vary due to schedule changes resulting from scope change or interruptions in customer participation.
ESTIMATED TIME: 13 hours
ESTIMATE INCLUDES:
Production (pd0021rc17.08), Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 03/09/2026. Due to the dynamic nature of web applications, this estimate is valid only until 03/09/2026, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- Estimates provided do not include travel time or accomodations and will be billed separately if requested and approved by customer. |
| #28799 |
OneTrust; Monthly Audit of faoschwarz.com; 2026 View Detail |
Span |
Barrett Goldberg |
9 |
3.59 |
5.41 |
3.5 |
High |
BACKGROUND: OneTrust is the application that scans faoschwarz.com for cookies and provides the ability to categorize and display them on the cookies preferences page on faoschwarz.com. The site is scanned every month for changes in cookies, including finding and categorizing new ones or removing old ones. Thus, the OneTrust dashboard for faoschwarz.com needs to be reviewed after each monthly scan, occurring on the 1st day of each month.
REQUIREMENTS:
- Navigate to https://app.onetrust.com/cookies/websites and confirm the last scan date was the first day of the current month
- Navigate to https://app.onetrust.com/cookies/categorizations and make sure the site is filtered to faoschwarz.com
-- Click "Manage Not Found Cookies" in the upper right-hand corner of the site
-- Next check if any new cookies are "uncategorized" by clicking on the filter button and filtering by "Default Category" equal to "Unknown"
--- If any cookies are unknown, they need to be reviewed and categorized
-- After all changes have been made to the cookie categorizations, this needs to be published to the site:
--- Navigate to https://app.onetrust.com/cookies/scan-results/ and click on faoschwarz.com
--- Click "Publish" in the upper right-hand corner and leave all settings the same.
ESTIMATED TIME: 8 to 9 hours
ESTIMATE INCLUDES:
Production (pd005rc4.07), Quality Assurance, Deployment: PRODUCTION, Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 04/13/2026. Due to the dynamic nature of web applications, this estimate is valid only until 04/13/2026, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |
| #28255 |
Create Weekly Backup of Shopify Products View Detail |
Span |
Barrett Goldberg |
8 |
5.26 |
2.74 |
0.5 |
Moderate |
SOURCE: Discussed with Kendall Marcus on 9/10/25 and suggested by Barrett Goldberg
BACKGROUND: FAO does not have any system in place to actively back up product data in Shopify that is added after import from CHQ. This data includes tags, collections, metafields, etc.
REQUIREMENTS:
- Complete a weekly product export from Shopify
ESTIMATED TIME: 7 to 8 hours
ESTIMATE INCLUDES:
Production (pd005rc4.07), Technical Management, Project Management
Production Detail: None
ESTIMATE NOTES:
Estimate Valid Until: 10/26/2025. Due to the dynamic nature of web applications, this estimate is valid only until 10/26/2025, after which time the proposed work will need to be re-estimated to account for any application changes influencing the original scope or approach.
CI: 80%
- This work contains pre-existing intellectual property including architecture, designs, code, know-how, trade secrets, trade dress, patents, and copyrights that have been used in other projects and will be used in This project and any other project. The non-exclusive license terms for use of This pre-existing, intellectual property and original work products can be found in The Services Agreement.
- In the event that an approved estimate is cancelled, the remaining unworked hours will be billed up to the approved total estimate.
- Estimates provided do not include travel time or accommodations and will be billed separately if requested and approved by customer. |