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 https://www.figma.com/proto/y4c6GH1HCbiqBJd6r71ovj/CAMPAIGN---Admin---Scheduled-Delivery-V2?node-id=616%3A66&starting-point-node-id=616%3A66&scaling=scale-down https://www.figma.com/proto/TQiegOw9Q4jGLjbVKkXY5d/CAMPAIGN---Admin---Scheduled-Delivery---Timezone-Indicator?node-id=616%3A307&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=616%3A307
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

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

Function

Findings

Image

Takeaways

Embrace

Reject

TO DISCUSS

Proposal Feedback:

Stakeholder	Date	Changes

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 - Endevour	08/06/22	NO FEEDBACK
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.’ Scenarios that are based on specific days within a month e.g. last thursday of the month 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 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 TO DO
Product	28/06/22	DONE ‘First/last business day’ change to ‘First/last day (excluding weekends)’ as ‘business day’ may not be universally understood '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’ Default option for ‘repeat every’ should be ‘weeks’ rather than ‘days’ as weeks will probably be the most used Date selection to have calendar icon to make it clearer that date picker will be shown ‘Next schedule’ tooltip text needs to include ‘and volume at leads' and move tooltip next to ‘time’ prefix as it makes more sense there Red asterix to add on all fields rather than column headers to make required fields extra clear For time, remove the ‘:00’ and change ‘time’ to ‘hour’ so it’s more generic as it no longer gives an exact time to account for processing complexity/lead volumes If repeat every month selected and someone chooses 29th, 30th, 31st then date input to have ‘caution’ icon with tooltip to warn users that these dates may not account for all months Publisher flow comment needs stuff about all leads will be processed and then put in holding state and make the ‘on hold' numbers nicer Call center flow comments needs to say that leads come in as valid/caution, then once status is confirmed it will go to scheduled delivery Agency flow should show dashboard with custom column of scheduled delivery with values of enabled/disabled Advertiser flow should show dashboard with custom column of scheduled delivery with values of enabled/disabled Call center flow should show dashboard with custom column of scheduled delivery with values of enabled/disabled Advertiser flow should see masked data until lead becomes billable REJECTED Hide management screen stuff from mocks, will be part of v2 as it will increase delivery time by 4-6 weeks if included as part of initial release Save button always enabled to trigger validation? Or only available once all required fields are completed? Do this after release as it would add more work NEED MORE INFO TO DISCUSS TO DO
Product + CS	28/06/22	DONE Added missing calendar icons for ‘date’ field ‘View Schedule’ dialog column header change to ‘Scheduled Delivery Time’ Advertiser flow > lead has to have status of delivered Add in comments that ‘leads will be processed and then held' Call center > show one lead example where it’s unconfimed and therefore won’t be held yet REJECTED NEED MORE INFO TO DISCUSS If leads are scheduled, are we allowed to toggle it off from campaign summary dropdown toggle/campaign admin toggle? TO DO Band name example with big name and way to see full name if it’s cut off Publisher view > show bands rather than non-bands example
Product	26/07/22	DONE To improve API performance/validation, move toggles to turn feature on/off from campaign > admin > setup to the page: Toggle to turn on/off scheduled delivery is no longer in campaign > admin > setup. Instead, the toggle is now at the top of the scheduled delivery page (campaign > admin > scheduled delivery) Quick toggle to turn on/off scheduled delivery in the campaign summary dropdown in the breadcrumb bar has been removed, therefore no longer in the mocks REJECTED NEED MORE INFO TO DISCUSS TO DO
Product	09/08/22	DONE When selecting ‘publisher’ type, add an ‘add’ button to select publisher which opens up new dialog Dialog have configuration from ‘max cap’ and ‘schedule’ columns (similar to campaign > publisher > assign) Dialog can only add ‘active’ publishers (include help text on table to say this) REJECTED V2 ideas/improvements Add some way of copying one configuration from one publisher to another NEED MORE INFO TO DISCUSS TO DO

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

Stakeholder	Date	Description

Quantitative Data

Link	Date Range	Item	Metric & Value	Assumption