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Overview:

Description

Adjust ux of associate dialog to reflect behaviour of validation list/value transform management ux.

Type

Roadmap Feature

Story

Global Forms

Mockup

https://invis.io/Q311UWIMJE9T

Ticket

https://convertr.atlassian.net/browse/DAS-1680

Assets

https://drive.google.com/open?id=1e2EySgMw0zyG3WJQQ1Fho3AlGkJPptwB&authuser=amish%40convertr.io&usp=drive_fs


Quantitative Data:

Data driven justification for ux/ui changes, especially necessary for organic changes that do not originate from client requests or roadmap features.

Link

Date Range

Item

Metric & Value

Assumption

00/00/2021
to
00/00/2021
(0 Days)

Metric name

  • Metric Value

HYPOTHESES

  • Lorum ipsum

REASONING

  • Lorum ipsum


Competitor Research:

Function

Findings

Image

Takeaways

EMBRACE

REJECT

TO DISCUSS


Proposal Feedback:

Stakeholder

Date

Changes

Product Team

12/10/2021

DONE

  • Allow archiving of forms with campaign associations because:

    • We see ‘archiving’ forms as an organisational feature for users, therefore users would want to archive forms that are no longer being used, especially if a form is associated to a inactive/ended campaigns. With the current ‘archiving’ behaviour, it would be very annoying for the user to have to remove any campaign associations (plus linked landing pages, emails, connected apps) if they want to archive a form.

    • When the ‘campaign level forms’ to ‘global forms’ migration occurs, forms that are associated to inactive/ended campaigns will be marked as ‘archived’, but this can’t happen if we require all archived forms to not have any campaign associations (plus linked landing pages, emails, connected apps).

  • Forms > archived forms tab

    • Add new columns to allow removing of associations and previewing form

  • Campaign > forms

    • Add new columns for form status (active, archived)

    • Only allow viewing and removing or archived forms

REJECTED

NEED MORE INFO

TO DISCUSS

Product Team

19/10/2021

DONE

  • Add ‘this form will work with the other stuff’ text to the confirmation box (then remove from snackbar)

REJECTED

NEED MORE INFO

TO DISCUSS


Retrospective:

To be completed after this features release. The retrospective should allow a basis for further improvements to this feature.

User Feedback

Stakeholder

Date

Description

Quantitative Data

Source

Link

Description

Findings

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