Client - SWZD

12/05/22

• Campaign Setup for campaign level most of the time

• Bands level setup also required

Product

17/05/22

• Potential scenarios are campaign and publisher level, with bands for both

• Change from panel view to table view so it’s more of a compact interface

Potential scenarios:

Client - Intentsify

10/06/22

• Campaign Setup for campaign level most of the time

• Bands level setup also required

• Somewhere to input ‘stale’ lead timeframe? E.g. if schduled is weekly cadence, but publisher delivers all cap on 1st day of every week, setting to say that ‘this lead was invalidated because it’s over 5 days old'?

  Somewhere to specify a ‘stale’ period, lead gets processed but doesn’t get delivered

  ?

Product

14/06/22

• ‘Stale’ lead timeframe to be part of v2

• Management screen (similar to system > batch management)

  • On campaign level (maybe as a new tab) and global level

• Campaign information dropdown to display schedule information

  New

  include new section with

  ‘schedulr’ to say its on

  ‘scheduled delivery’ with toggle to turn on and off

• Publisher view > Any users who have access to leads table with ‘processr status’ column will have ‘on hold’ tooltip needs to be changed updated to account for scheduled delivery

  Campaign > admin

  Schedule selection

  (not just mentioning batch)

• Campaign admin screenshots was showing new platform, change to old platform as new admin section will not be released any time soon

• New dialog to show pending and sent deliveries

• ‘Stale’ lead timeframe stuff to be part of v2

• For scheduled delivery setup, if ‘monthly’ is chosen, we need to say that if 31st day is chosen in start date, then for months with 30 days, it will default to the last day (same for leap year)

  Actions column to include a ‘view schedule’ button which opens dialog and outlines the lead sent and pending sent stuff

• Management screen on global level

Product

16/06/22

Campaign information dropdown to display schedule information

• Have an item somewhere that shows the next delivery time once saved

• Schedule selection

  Have

  Changing interface to have more specific options for

  day, week and month pickers similar to google calendar

  weekly and monthly so we don’t need to have a warning about defaulting longer months/leap years