Client - SWZD

12/05/22

• 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

• Management screen on global level

Client - Intentsify

10/06/22

• 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'?

Product

14/06/22

• Campaign information dropdown to include new section with ‘scheduled delivery’ with toggle to turn on and off

• Any users who have access to leads table with ‘processr status’ column will have ‘on hold’ tooltip updated to account for scheduled delivery (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)

• Management screen on global level

Product

16/06/22

• Line added on the ‘View schedule’ dialog to say when the next schedule is.

• Changing interface to have more specific options for weekly and monthly so we don’t need to have a warning about defaulting months with 31 days/leap years