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 Setup for campaign level most of the time Bands level setup also required
Product	17/05/22	DONE 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 similar to batch management REJECTED NEED MORE INFO TO DISCUSS TO DO
Client - Intentsify	10/06/22	FEEDBACK 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	DONE 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 REJECTED ‘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) NEED MORE INFO TO DISCUSS TO DO
Product	16/06/22	DONE 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 REJECTED NEED MORE INFO TO DISCUSS TO DO
Product	23/06/22	DONE Month dropdown additional options added for ‘last business day of the month’ and ‘first business day of the month' Change wording of ‘Pending/Sent Deliveries’ dialog tabs to ‘Pending/Sent Schedules’ Management screen > table listing > new column with ‘Next Schedule’ which lists all pubs and their next schedule ‘Next schedule’ column added to table on campaign and global level (originally it was in the ‘view’ dialog) Tooltip for ‘next schedule' column added to say that if scheduled for specific time may not be exact because of processing/setup complexity ‘Leads will begin integration at specified time, however the exact release time can vary depending on complexity of integration and processing setup.’ REJECTED ‘Days’ option maybe can be removed because all scenarios that would be required for ‘days’ can be covered by setting ‘repeat every 1 week’ Use case would be for when users want to not include weekend days OR, ‘Days' could become a calendar dropdown where you select any amount of days within the campaign start and end time period Possibly do this for future elease NEED MORE INFO TO DISCUSS Scenarios that are based on specific days within a month e.g. last thursday of the month, do we need to do this? Current idea is to work this out buy having a dynamic option in the ‘repeat on’ dropdown for month which updates depending on the chosen ‘start date’ E.g. if you select start date of ‘XXXX-XX-06’ then repeat every month on the 6th day of the month TO DO
Product	28/06/22	DONE REJECTED NEED MORE INFO TO DISCUSS TO DO First page breadcrumb needs to say ‘admin > setup’ ‘First/last business day’ change to ‘First/last day (excluding weekends)’ ‘Specified start date’ change to be dynamic depending on date picked, e.g. if start date is 16th day, then dropdown option says ‘16th day of the month’ Hide management screen stuff from mocks, will be part of v2 (as it will increase delivery time by 4-6 weeks for v1) Dashboard to have custom column with scheduled delivery with values of yes/no Publisher flow > write in comment that all leads will be processed and then put in holding state Make the numbers nicer as well (put something in ‘on hold’ column) Call center flow > leads come in as valid/caution, then once status is confirmed it will go to scheduler (add to comments) Advertiser flow > will see masked data until lead becomes billable (show this in mocks/comment) Default option for ‘repeat every’ should be ‘weeks’ Date selection, add calendar dropdown Red asterix to add on all fields ‘Cap’ to have prefix of ‘Cap' to have red asterix Next schedule tooltip, add ‘and volume at leads’ Move tooltip next to ‘time’ prefix Time, remove the ‘:00’ Change from ‘Time’ to ‘Hour’ How do we handle if repeat every month selected and someone chooses 31st? If 29th, 30th, 31st is chosen, date input to have ‘caution’ icon with tooltip hovering over to say something like ‘you have chosen weird dates’

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