Overview:

Description	Allow users to hold and then release leads on specified timeframes.
Mockup	https://www.figma.com/proto/JWCDqwnUGhqE6UO6UQKvfo/CAMPAIGN---Admin---Scheduled-Delivery-(Schedulr)?node-id=502%3A3&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=502%3A3
Assets	https://drive.google.com/open?id=1Qke6d3ODSI-h5hM5WD05O1hP_OszDh2E&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
Client - SWZD	12/05/22	FEEDBACK Campaign level most of the time Bands level also required
Product	17/05/22	DONE REJECTED NEED MORE INFO TO DISCUSS Potential scenarios: Campaign level Publisher level Publisher + payout bands Campaign + payout bands Change to table view (so the header can have cap totals) TO DO
Client - Intentsify	10/06/22	FEEDBACK Campaign level most of the time Bands level 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	DONE REJECTED ‘Stale’ lead timeframe to be part of v2 NEED MORE INFO TO DISCUSS TO DO 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 section with ‘schedulr’ to say its on with toggle to turn on and off Publisher view > ‘on hold’ tooltip needs to be changed to account for scheduled delivery Campaign > admin Schedule selection, 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
Product	16/06/22	Campaign information dropdown to display schedule information New section with ‘schedulr’ to say its on with toggle to turn on and off Have an item somewhere that shows the next delivery time once saved Schedule selection Have specific options for day, week and month pickers similar to google calendar

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