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Campaign - Leads - Export

Campaign - Leads - Export

Overview:


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

Link

Date Range

Item

Metric & Value

Assumption

N/A

N/A

N/A

N/A

HYPOTHESES

  • Cannot accuratly quantify data comparisons

REASONING

  • Much of the interface has been moved from separate pages (with unique URLs) to dialog interfaces on the same listing URL, therefore actions cannot be separated and compared fairly to use data to judge any changes in use. For example, a change in ‘time spent on page' cannot be analysed and confirmed if this metric change was due to UX/UI improvements, or because other workflows within the same URL are changing metrics.


Competitor Research:

Function

Findings

Image

Takeaways

Function

Findings

Image

Takeaways

 

 

 

Embrace

Reject

TO DISCUSS


Proposal Feedback:

Stakeholder

Date

Changes

Stakeholder

Date

Changes

Product

12/05/21

Done

  • Add screen in wireframes to show a new ‘export report’ button on campaign leads / global leads listing

    • Done

  • Setup step - Add radios to say if you want to filter by all or select advertisers/campaigns/publishers

    • Done

  • Setup step - Change ‘newest to oldest’ to ‘ascending to descending’

    • Done

  • Columns step - new field names should always be filled in as they are required

    • Done

  • Columns step - Template saving needs some text to say that template will be saved on export

    • Done

Rejected

need more info

TO DISCUSS

Product

17/05/21

Done

  • On filter step, add filters for current status, 2nd check status, original status, delivered status, billable for adv/pub, contact status, number of calls, processr status

    • Done

Rejected

need more info

TO DISCUSS

Product

08/09/21

Done

  • Flag filter on available on campaign level

    • Done

  • ‘Ordering’ radio buttons removed

    • Done

  • On global level, ‘Columns’ radio buttons hidden (columns always have to be selected

    • Done

  • On campaign level, can choose between ‘All columns’ and ‘Specify columns’

    • Done

  • ‘Publisher’ select dropdown change from multiselect to single select

    • Done

  • Step 2 changed to ‘Columns’, step 3 changed to ‘Conditions’

    • Done

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

Source

Link

Description

Findings

N/A

N/A

N/A

N/A