Create Campaign - CRM05.1P1US5.1

1. Problem Statement

User Roles Identified:

• Marketing Manager: Responsible for creating and executing marketing campaigns to drive business objectives
• Campaign Specialist: Manages day-to-day campaign operations and optimization

Pain Points:

Marketing Manager:

• Difficulty in selecting appropriate campaign types for different business objectives
• Lack of guided workflow to ensure all campaign elements are properly configured
• Complex audience segmentation process without clear geographical distribution visibility
• Time-consuming campaign setup process with multiple disconnected steps
• Inability to preview and validate campaign configuration before launch

Campaign Specialist:

• Manual campaign creation process prone to errors and omissions
• Limited template options requiring custom workflow creation from scratch
• Complex scheduling configuration with multiple timezone and timing considerations
• Difficulty in coordinating campaign elements across different channels
• Lack of standardized campaign review process before execution

Core Problem:

The current campaign creation process is fragmented, manual, and lacks proper guidance, leading to inefficient campaign setup, potential configuration errors, and delayed time-to-market for marketing initiatives.

2. Who Are the Users Facing the Problem?

Marketing Manager

• Senior-level marketing professional responsible for strategic campaign planning
• Needs access to campaign goal selection, audience targeting, and performance review capabilities
• Requires comprehensive campaign oversight and approval functionality

Campaign Specialist

• Mid-level marketing professional responsible for tactical campaign execution
• Needs access to detailed campaign configuration, template management, and workflow building
• Requires hands-on campaign setup and optimization capabilities

3. Jobs To Be Done

For Marketing Manager: When I need to create targeted marketing campaigns to achieve specific business objectives, But I struggle with selecting appropriate campaign types and ensuring proper audience targeting without clear guidance, Help me choose the right campaign approach with guided workflows and audience visualization, So that I can launch effective campaigns that drive measurable business results.

For Campaign Specialist: When I need to execute campaign setups efficiently using proven templates and workflows, But I face time-consuming manual configuration processes and lack standardized templates, Help me access pre-built campaign templates and streamlined configuration tools, So that I can reduce setup time and minimize configuration errors while maintaining campaign quality.

4. Solution

The CRM Campaign Creation solution provides a comprehensive 5-step guided workflow that streamlines the entire campaign creation process from initial goal selection to final review and launch.

Key Capability Areas:

Campaign Goal Intelligence

• Smart campaign goal selection with predefined templates
• Goal-based workflow recommendations
• Campaign type suggestions based on objectives

Audience Management & Segmentation

• Visual audience selection with contact counts
• Geographical distribution mapping
• Real-time audience size calculation
• Multi-segment targeting capabilities

Template & Workflow Management

• Pre-built campaign templates library
• Custom workflow builder with drag-and-drop functionality
• Template categorization by campaign type and industry

Advanced Scheduling & Timing

• Flexible campaign timeline configuration
• Timezone-aware scheduling
• Budget allocation and tracking
• Send time optimization features

Campaign Review & Validation

• Comprehensive pre-launch review dashboard
• Configuration validation and error checking
• Campaign summary with key metrics preview
• Approval workflow integration

Multi-Channel Integration

• Email campaign configuration
• LinkedIn outreach capabilities
• Cross-channel workflow coordination

Analytics & Performance Tracking

• Campaign performance monitoring
• Audience engagement analytics
• ROI tracking and reporting

5. Major Steps Involved

Step 1: Campaign Goal Selection & Type Configuration

1. Navigate to Campaigns: Click "Campaigns" in left sidebar navigation
2. Initiate Campaign Creation: Click "Create New Campaign" button in top right
3. Goal Selection Page: Review the "What's your campaign goal?" section
   • View 6 goal options presented in card format
   • Read descriptions for each goal type (Launch product, Nurture leads, etc.)
4. Select Goal: Click "Nurture leads and prospects" card
   • System highlights selected goal with blue border
   • "Suggested: Drip" appears below the selection
5. Configure Campaign Details:
   • Enter campaign name in "Campaign Name" field (e.g., "Q1 2025 Lead Nurturing")
   • Select "Promotional Emails" from Campaign Type dropdown
   • Choose funnel target from "Select funnel stage" dropdown
   • Add campaign description in text area (optional)
   • Review best practices tooltip information
6. Proceed: Click "Next" button to advance to Step 2

Step 2: Audience Selection & Targeting

1. Audience Selection Interface: View "Select Target Segments" section
2. Review Available Segments:
   • Enterprise Prospects (245 contacts, North America)
   • Newsletter Subscribers (1250 contacts, Global)
   • Event Attendees (89 contacts, Europe)
   • Product Trial Users (156 contacts, Asia Pacific)
3. Select Target Segments:
   • Check checkbox for "Newsletter Subscribers"
   • Check checkbox for "Product Trial Users"
   • View real-time total audience calculation: "Total Audience: 1406 contacts"
4. Geographic Validation:
   • View "Geographical Distribution" map on right side
   • Confirm audience distribution shows Global and Asia Pacific regions
   • Verify audience concentration aligns with campaign objectives
5. Final Audience Review: Confirm total contact count meets campaign requirements
6. Proceed: Click "Next" button to advance to Step 3

Step 3: Content & Workflow Configuration

1. Content Selection Method: Choose between three tabs - "Templates", "Workflow", "My Workflows"
2. Browse Templates: Click "Templates" tab to view pre-built options
3. Template Review:
   • Scroll through available templates (Cold Email Campaign, B2B Sales Funnel, Lead Nurturing Series, etc.)
   • Click "Lead Nurturing Series" template card
   • Review template details: "Marketing, 10 nodes"
   • Read workflow preview: "Contact Form → Educational Email → Wait 7 days → Case Study"
4. Template Selection: Click "Use Template" button
5. Template Configuration (if customization needed):
   • System may redirect to workflow builder for modifications
   • Review workflow nodes and connections
   • Modify timing, content, or decision points as needed
6. Proceed: Click "Next" button to advance to Step 4

Step 4: Schedule & Budget Configuration

1. Campaign Timeline Setup:
   • Start Date: Click calendar picker, select date 3 days from current date
   • End Date: Click calendar picker, select date 45 days from start date
   • Review frequency note: "Often scheduled around marketing campaigns or seasons"
2. Budget Configuration:
   • Enter "$2500" in Campaign Budget field
   • Review budget inclusion note about email sending, design, content, and promotional offers
3. Timezone & Schedule Settings:
   • Campaign Timezone: Select "UTC (Coordinated Universal Time)" from dropdown
   • Max Emails Per Hour: Enter "500" (reduced from default 1000)
   • Check "Limit emails on send overwhelming recipients" checkbox
4. Send Time Optimization:
   • Check "Enable Optimal Send Times" checkbox
   • Review explanation: "Send emails when your audience is most engaged"
   • Check "AI-Powered Send Time Optimization" for enhanced delivery
5. Weekly Exclusions:
   • Exclude Weekdays: Check boxes for "Saturday" and "Sunday"
   • Leave weekdays unchecked for business audience targeting
6. Email Configuration:
   • Sending Email Address: Select "noreply@company.com" from dropdown
   • Choose "Primary" sender type
   • Check "Enable Send Throttling" for delivery rate control
7. Proceed: Click "Next" button to advance to Step 5

Step 5: Review & Launch

1. Campaign Review Dashboard: Review "Review Your Campaign" summary page
2. Campaign Intent Verification:
   • Goal: Confirm displays "Nurture leads and prospects"
   • Verify goal description matches original selection
3. Campaign Overview Validation:
   • Name: Verify "Q1 2025 Lead Nurturing" displays correctly
   • Type: Confirm "Promotional" campaign type
   • Funnel Target: Verify selected funnel stage
   • Description: Review campaign description or "No description" status
4. Target Audience Confirmation:
   • Segments: Verify "Newsletter Subscribers, Product Trial Users"
   • Total Contacts: Confirm "1406" contact count with green checkmark
5. Workflow Configuration Review:
   • Workflow Nodes: Verify "10 nodes" from Lead Nurturing template
   • Workflow Paths: Check "Multiple connections" status
   • Review any workflow warnings (e.g., "No workflow configured" alert)
6. Schedule & Budget Validation:
   • Start Date: Confirm selected start date displays correctly
   • End Date: Confirm selected end date displays correctly
   • Budget: Verify "$2500" budget amount
   • Timezone: Confirm "UTC" timezone setting
   • Sending Email: Verify "noreply@company.com" sender address
7. Final Validation: Review any error messages or warnings that need resolution
8. Campaign Launch Decision:
   • Save as Draft: Click "Previous" if changes needed, system saves progress
   • Launch Campaign: Click green "Create Campaign" button to go live
9. Confirmation: System displays success message and redirects to campaign management

Post-Condition: Campaign is successfully created and active, with all stakeholders notified and campaign tracking initiated.

Alternative Flows:

Custom Workflow Creation (Step 3 Alternative):

1. Select "Start from Scratch" in content section
2. Access Campaign Workflow Builder
3. Drag nodes from sidebar: Triggers → Channels → Conditions
4. Configure each node with specific parameters
5. Connect nodes to create logical workflow path
6. Test workflow logic and timing
7. Save as custom workflow for future use

My Workflows Usage (Step 3 Alternative):

1. Click "My Workflows" tab
2. Browse saved workflows (e.g., "linkedin" workflow with "1 nodes, 0 connections")
3. Select existing workflow
4. Click "Load" button to import workflow
5. Modify loaded workflow as needed
6. Proceed with loaded/modified workflow

Draft Management Flow:

1. At any step, user can navigate away without completing
2. System auto-saves progress as draft
3. User can return to "My Campaigns" to continue draft
4. Draft shows completion percentage and last modified timestamp
5. User can resume from last completed step

6. Flow Diagram

mermaid

graph TD
    A[Start Campaign Creation] --> B[Select Campaign Goal]
    B --> C{Goal Selected?}
    C -->|Yes| D[Configure Campaign Type & Details]
    C -->|No| B
    D --> E[Select Target Audience]
    E --> F[View Geographical Distribution]
    F --> G{Audience Approved?}
    G -->|Yes| H[Choose Content Option]
    G -->|No| E
    H --> I{Template or Custom?}
    I -->|Template| J[Browse Template Library]
    I -->|Custom| K[Access Workflow Builder]
    J --> L[Select Template]
    K --> M[Build Custom Workflow]
    L --> N[Configure Schedule & Budget]
    M --> N
    N --> O[Set Timeline & Frequency]
    O --> P[Configure Send Parameters]
    P --> Q[Review Campaign Configuration]
    Q --> R{Validation Passed?}
    R -->|Yes| S[Launch Campaign]
    R -->|No| T[Fix Issues]
    T --> Q
    S --> U[Campaign Active]
    
    subgraph "Step 1: Campaign Type"
        B
        C
        D
    end
    
    subgraph "Step 2: Audience"
        E
        F
        G
    end
    
    subgraph "Step 3: Content"
        H
        I
        J
        K
        L
        M
    end
    
    subgraph "Step 4: Schedule"
        N
        O
        P
    end
    
    subgraph "Step 5: Review"
        Q
        R
        S
        T
    end

7. Business Rules

Step 1: Campaign Goal Selection

General"Back Rules:to Campaigns" Button

• Campaign NameFunction: MustReturns beuser betweento 3-100main characters,campaigns alphanumericlist with spaces allowedpage
• State Management: If campaign data exists, prompts user to save as draft
• Navigation Rule: Available from all steps in campaign creation

Campaign Goal Cards

• Total Options: Exactly 6 goal options must be displayed
• Selection Behavior: Single selection only, radio button functionality
• Visual Feedback: Selected card shows highlighted border
• Required Field: User cannot proceed without selecting a goal

Goal Option 1: "Launch a new product or feature"

• Icon: Rocket icon displayed
• Description: Optional"Announce field,and maximumpromote 500a charactersnew product, service, or feature to your audience"
• Suggested Campaign Goal SelectionType: Mandatory selection from predefined options before proceeding"Promotional"
• Progress NavigationAuto-population: UsersWhen canselected, navigate between completed steps but cannot skip mandatory steps
• Data Persistence: All entered data is automatically saved as draft during navigation

Campaign Type Rules:

• field defaults to "Promotional Emails:Emails"

Goal SuggestedOption for "Launch new product" and "Share valuable content" goals

Drip Campaigns: Suggested for2: "Nurture leads and prospects"

• Icon: goalsPeople/users icon displayed
• Event CampaignsDescription: "Build relationships with potential customers through educational content"
• Suggested forCampaign Type: "Drip"
• Auto-population: When selected, Campaign Type field defaults to "Drip Campaign"

Goal Option 3: "Retain existing customers"

• Icon: Heart icon displayed
• Description: "Keep current customers engaged and prevent churn"
• Suggested Campaign Type: "Reengagement"
• Auto-population: When selected, Campaign Type field suggests retention-focused templates

Goal Option 4: "Promote an event or webinar"

• Icon: goalsCalendar icon displayed
• Funnel TargetDescription: "Drive attendance and engagement for upcoming events"
• Suggested Campaign Type: "Event"
• Auto-population: When selected, Campaign Type field defaults to "Event Promotion"

Goal Option 5: "Share valuable content"

• Icon: Document icon displayed
• Description: "Distribute educational content, newsletters, or industry insights"
• Suggested Campaign Type: "Newsletter"
• Auto-population: When selected, Campaign Type field defaults to "Content Distribution"

Goal Option 6: "Something else"

• Icon: Question mark icon displayed
• Description: "I have a different goal in mind"
• Suggested Campaign Type: "Promotional"
• Behavior: Opens free text field for custom goal description

Step 2: Campaign Type Configuration

Progress Indicator

• Step 1 Indicator: Shows green checkmark when completed
• Step 2 Indicator: Shows blue highlight when active
• Step Navigation: Users can click completed steps to return and modify

Campaign Name Field

• Field Type: Text input, required field
• Placeholder Text: "e.g., Spring Product Launch"
• Character Limit: 3-100 characters
• Validation:
  • Cannot be empty
  • Must be selectedunique within user's campaign list
  • Cannot contain special characters: < > " ' &
• Help Text: "Use clear, action-oriented names. Examples: Flash sale, Product launches"

Campaign Type Dropdown

• Field Type: Single-select dropdown, required field
• Default Value: Auto-populated based on goal selection from dropdownStep with1
• Options predefinedAvailable:
  • Promotional Emails
  • Drip Campaign
  • Event Promotion
  • Newsletter Campaign
  • Reengagement Campaign
  • Custom Campaign
• Behavior: Selection changes available funnel target options and best practices display

Campaign Type Information Panel

• Trigger: Displays when campaign type is selected
• Content: Shows "About this campaign type" information
• Dynamic Text: Changes based on selected campaign type
• Examples Section: Provides specific use cases (Flash sales, Product launches, Discount codes, Seasonal offers)
• Frequency Guidance: Shows recommended frequency and best practices
• Close Behavior: Panel can be dismissed but reappears on type change

Funnel Target Dropdown

• Field Type: Single-select dropdown, required field
• Label: "Select funnel stage"
• Options:
  • Top: Brand awareness, Middle: Marketing, Bottom: Sales conversion
• Help Text: "Top: Brand awareness, Middle: Nurturing, Bottom: Sales conversion)conversion"
• Campaign Type SelectionDependency: ChangesAvailable recommendedoptions bestmay practiceschange andbased frequencyon suggestionscampaign type selection

AudienceCampaign SegmentationDescription Rules:Field

• MinimumField Audience SizeType: CampaignsMulti-line requiretext minimumarea, 10optional field
• Placeholder Text: "Describe your campaign goals and strategy..."
• Character Limit: 500 characters
• Counter Display: Shows character count (e.g., "245/500")
• Help Text: "Best practices: Create urgency, Clear call-to-action"

Previous Button

• Function: Returns to Step 1 (Goal Selection)
• State Management: Saves current form data as draft
• Validation: No validation required for backward navigation

Next Button

• Function: Proceeds to Step 3 (Audience Selection)
• Validation Requirements:
  • Campaign Name must be filled
  • Campaign Type must be selected
  • Funnel Target must be selected
• Error Display: Shows field-specific error messages for missing required fields
• State Management: Saves all form data before proceeding

Step 3: Audience Selection

Select Target Segments Section

Segment Option 1: Enterprise Prospects

• Contact Count: Displays "245" contacts
• Geographic Info: "North America" region identifier
• Checkbox: Multi-select capability
• Selection Behavior: Adds to total audience count when checked

Segment Option 2: Newsletter Subscribers

• Contact Count: Displays "1250" contacts
• Geographic Info: "Global" region identifier
• Checkbox: Multi-select capability
• Selection Behavior: Adds to total audience count when checked

Segment Option 3: Event Attendees

• Contact Count: Displays "89" contacts
• Geographic Info: "Europe" region identifier
• Checkbox: Multi-select capability
• Selection Behavior: Adds to total audience count when checked

Segment Option 4: Product Trial Users

• Contact Count: Displays "156" contacts
• Geographic Info: "Asia Pacific" region identifier
• Checkbox: Multi-select capability
• Selection Behavior: Adds to total audience count when checked

Total Audience Counter

• Display Format: "Total Audience: X contacts"
• Calculation: Real-time sum of all selected segments
• Update Behavior: Automatically recalculates when segments are selected/deselected
• Minimum Validation: Must be greater than 0 to proceed
• MaximumWarning Audience SizeDisplay: No system limit butShows warning displayedif fortotal audiencesexceeds >10,000 contacts

Geographical Distribution Panel

• SegmentDefault SelectionState: MultipleShows segmentsplaceholder can be selected with real-time total calculation
• Geographic Distribution: Automatically calculated when segments are selected, displayed astext "Select segments to see geographical distribution"
• ContactActive CountsState: DisplayDisplays formatinteractive showsmap "X contacts" next to each segment option
• Exclusion Logic: Selectedwhen segments are additiveselected
• Map (ORFunctionality: logic),Shows notgeographic intersectivedistribution of selected audience
• Region Highlighting: Highlights regions based on selected segments
• Data Source: Pulls geographic data from contact records in selected segments

TemplatePrevious and Workflow Rules:Button

• Pre-built TemplatesFunction: CategorizedReturns byto Sales,Step Marketing,2 Events,(Campaign Social,Type ProductConfiguration)
• NodeState CountManagement: Preserves audience selections as draft
• Validation: No validation required for backward navigation

Next Button

• Function: Proceeds to Step 4 (Content Configuration)
• Validation Requirements: At least one segment must be selected
• Error Display: Shows number"Please select at least one audience segment" if none selected
• Minimum Audience: Validates minimum 10 contacts are selected

Step 4: Content Configuration

Content Selection Tabs

Templates Tab

• Function: Displays pre-built campaign templates
• Default State: Active tab when step loads
• Content: Shows template library with categorized options

Workflow Tab

• Function: Access to workflow builder for custom campaign creation
• Redirect Behavior: Opens Campaign Workflow Builder interface
• State Management: Saves current campaign data before redirect

My Workflows Tab

• Function: Displays user's saved custom workflows
• Content: Shows previously created and saved workflows
• Load Functionality: Allows importing of nodessaved inworkflows

Template each templateLibrary (e.g.,Templates Tab Active)

Cold Email Campaign for Sales Template

• Category: Sales
• Node Count: "5 nodes", displayed
• Description: "12Automated nodes")cold email sequence with follow-ups and engagement tracking"
• Workflow Preview: Must"Email displaySend → Wait 3 days → Email Opened? → Follow-up Email"
• Use Template Button: Loads template configuration into campaign

Simple B2B Sales Funnel Template

• Category: Sales
• Node Count: "12 nodes" displayed
• Description: "Lead qualification and nurturing workflow componentsfor B2B prospects"
• Workflow Preview: "Newsletter Signup → Welcome Email → Demo Booking"
• Use Template Button: Loads template configuration into campaign

Lead Nurturing Series Template

• Category: Marketing
• Node Count: "10 nodes" displayed
• Description: "Multi-touch nurturing campaign to convert leads into customers"
• Workflow Preview: "Contact Form → Educational Email → Wait 7 days → Case Study"
• Use Template Button: Loads template configuration into campaign

Webinar Promotion Template

• Category: Events
• Node Count: "15 nodes" displayed
• Description: "Complete webinar promotion and follow-up automation"
• Workflow Preview: "Registration → Reminder Emails → Webinar Day → Follow-up"
• Use Template Button: Loads template configuration into campaign

Product Launch Template

• Category: Product
• Node Count: "16 nodes" displayed
• Description: "Comprehensive product launch campaign with multi-channel approach"
• Workflow Preview: "Announcement → Email Series → Social Media → Launch Day"
• Use Template Button: Loads template configuration into campaign

LinkedIn Building Outreach Program Template

• Category: Social
• Node Count: "14 nodes" displayed
• Description: "Professional LinkedIn connection and engagement campaign"
• Workflow Preview: "Connection Request → Wait 3 days → Connected? → Follow Message"
• Use Template Button: Loads template configuration into campaign

Start from Scratch Option

• Location: Below template grid
• Function: "Create a custom workflow using our drag-and-drop builder"
• Behavior: Redirects to Campaign Workflow Builder with blank canvas
• State Management: Saves current campaign progress before redirect

Campaign Workflow Builder (Accessed from Workflow Tab or Start from Scratch)

Top Navigation Bar

• Campaign Workflow Builder: Title/brand identifier
• Templates Button: Returns to template selection
• CustomWorkflow WorkflowButton: CanCurrent beactive createdsection using drag-and-drop interface with predefined node types(highlighted)
• TemplateMy CategoriesWorkflows Button:
  • Triggers: NewsletterAccess Signup,to Contactsaved Us, Get Custom Quote, Schedule Demo, Trial Requestworkflows
  • Channels:Dark SendMode Email,Toggle: LinkedInInterface theme switcher
  • Conditions:Save EmailWorkflow Opened?,Button: LinkSaves Clicked?,current LinkedInworkflow Connected?
  configuration

SchedulingWorkflow Rules:Canvas

• Function: Main workspace for building campaign workflows
• Drag-and-Drop: Accepts nodes from sidebar
• Connection Lines: Visual connectors between workflow nodes
• Zoom Controls: Plus, minus, and fit-to-screen controls at bottom right

Workflow Nodes Sidebar

Triggers Section

• Newsletter Signup: Trigger when contact subscribes to newsletter
• Contact Us: Trigger when contact form is submitted
• Get Custom Quote: Trigger when quote request is submitted
• Schedule Demo: Trigger when demo is scheduled
• Trial Request: Trigger when free trial is requested

Channels Section

• Send Email: Email communication channel
• LinkedIn: LinkedIn message/connection channel

Conditions Section

• Email Opened?: Decision point based on email engagement
• Link Clicked?: Decision point based on link interaction
• LinkedIn Connected?: Decision point based on LinkedIn connection status

Canvas Tools

• Add Button (+): Adds new workflow element
• Subtract Button (-): Removes selected elements
• Fit to Screen Button: Adjusts zoom to fit entire workflow
• Read Only Indicator: Shows workflow editing permissions

My Workflows Section

Saved Workflow Display

• Workflow Name: "linkedin" (user-defined name)
• Creation Date: "Aug 31, 2025, 03:51 AM" timestamp format
• Workflow Stats: "1 nodes, 0 connections" configuration summary
• Load Button: Purple button to import workflow into current campaign
• Delete Icon: Removes workflow from saved list

Success Notification

• Message: "Workflow 'linkedin' saved successfully"
• Display: Green success banner at bottom right
• Duration: Auto-dismisses after 5 seconds
• Positioning: Fixed position, non-blocking

Step 5: Schedule Configuration

Campaign Timeline & Budget Section

Start Date Field

• Field Type: Date picker input, required field
• Format: "dd mmm yyyy" (e.g., "01 Jan 2025")
• Validation: Cannot be earlierin thanthe currentpast, must be before end date
• Default Value: Current date + 1 day
• Calendar Widget: Click triggers date selection popup

End Date Field

• Field Type: Date picker input, required field
• Format: "dd mmm yyyy" (e.g., "01 Feb 2025")
• Validation: Must be later thanafter start date, minimum 1 day campaign duration
• CampaignCalendar BudgetWidget: AcceptsClick numerictriggers valuesdate only,selection currency format ($)popup
• TimezoneDependency: DefaultsMinimum todate "UTCis (Coordinatedstart Universaldate Time)"+ with1 dropdownday

Campaign selectionBudget Field

• Field Type: Currency input, required field
• Max Emails Per HourFormat: NumericDollar inputsign prefix with defaultnumeric suggestion of 1000input
• Send Time OptimizationValidation: OptionalMust featurebe withpositive explanationnumber, textaccepts decimals
• OptimalHelp Send TimesText: Checkbox"Include selectioncosts for specificemail dayssending, ofdesign, weekcontent, and promotional offers"

Frequency Information

• Exclude WeekdaysDisplay: Multi-select checkboxes for Monday through Sunday
• Frequency Settings: "Often scheduled around marketing campaigns or seasonsseasons"
• Function: Informational guidance text
• Context: Provides best practice timing recommendations

EmailTimezone Configuration& Rules:Schedule Section

Campaign Timezone Dropdown

• SendingField EmailType: AddressSingle-select dropdown, required field
• Default Value: "UTC (Coordinated Universal Time)"
• Options: All standard timezone options available
• Help Text: "All campaign timing will be based on this timezone"

Max Emails Per Hour Field

• Field Type: Numeric input, required field
• Default Value: 1000
• Validation: Must be validpositive emailinteger formatbetween and verified domain1-10000
• Primary/SecondaryHelp Text: Dropdown"Limit selectionemails affectsto senderavoid reputationoverwhelming recipients"

Enable Optimal Send Times Checkbox

• Field Type: Checkbox, optional
• Send ThrottlingFunction: Optional"Send featureemails towhen controlyour emailaudience deliveryis ratemost engaged"
• Behavior: When checked, enables AI-powered send time optimization
• Default State: Unchecked

AI-Powered Send Time Optimization Checkbox

• Field Type: Checkbox, optional
• Dependency: Only available when "Enable Optimal Send Times" is checked
• Function: "Use system recommendations for best send times"
• Background Color: Light purple highlighting when enabled

Exclude Weekdays Section

• Function: "Select days when emails should NOT be sent"
• Multiple Selection: Checkboxes for each day of week

Individual Day Checkboxes

• Monday: Checkbox for Monday exclusion
• Tuesday: Checkbox for Tuesday exclusion
• Wednesday: Checkbox for Wednesday exclusion
• Thursday: Checkbox for Thursday exclusion
• Friday: Checkbox for Friday exclusion
• Saturday: Checkbox for Saturday exclusion
• Sunday: Checkbox for Sunday exclusion

Additional Options Note

• Text: "Email Templatessometime when audience is less likely to engage"
• Function: Informational guidance for weekend exclusions

Email Configuration & Send Control Section

Sending Email Addresses Dropdown

• Field Type: Single-select dropdown, required field
• Sample Option: "noreply@company.com"
• Secondary Option: Available in dropdown
• Validation: Must be verified email address in system
• Help Text: "Configure email address to attribute sending load"

Add Email Button

• Function: Adds additional email address to sending pool
• Behavior: Opens email address configuration dialog
• Validation: New addresses must be verified before use

Email Address Type Dropdown

• Options: "Primary" and "Secondary"
• Function: Determines sending priority and reputation management
• Default: "Primary" for main sending address

Enable Send Throttling Checkbox

• Function: "Control rate to avoid spam filters"
• Default State: Unchecked
• Behavior: When enabled, spreads email delivery over time
• Background Color: Light green highlighting when enabled

Navigation Buttons

Previous Button

• Function: Returns to Step 4 (Content Configuration)
• State Management: Saves all schedule configuration as draft
• Validation: No validation required for backward navigation

Next Button

• Function: Proceeds to Step 6 (Review)
• Validation Requirements:
  • Start Date must be valid and not in past
  • End Date must be after start date
  • Campaign Budget must be positive number
  • Timezone must be selected
  • Max Emails Per Hour must be valid number
  • Sending Email Address must be selected
• Error Handling: Shows specific error messages for each invalid field

Step 6: Review & Launch

Campaign Intent Section

• Goal Display: Shows selected goal from Step 1
• Example: "Launch a new product or configuredfeature"
• Function: beforeAllows proceedinguser to scheduleverify campaign objective alignment
• Edit Option: Clicking navigates back to Step 1 for modification

Campaign Overview Section

Name Field

• Display: Shows entered campaign name or "Untitled Campaign" if empty
• Source: Pulls from Step 2 campaign name field
• Edit Behavior: Click to navigate back to Step 2

Type Field

• Display: Shows selected campaign type (e.g., "Promotional")
• Source: Pulls from Step 2 campaign type selection
• Edit Behavior: Click to navigate back to Step 2

Funnel Target Field

• Display: Shows selected funnel stage (e.g., "Not Selected")
• Source: Pulls from Step 2 funnel target selection
• Edit Behavior: Click to navigate back to Step 2

Description Field

• Display: Shows campaign description or "No description"
• Source: Pulls from Step 2 description field
• Character Limit: Displays truncated version if over display limit
• Edit Behavior: Click to navigate back to Step 2

Target Audience Section

Segments Field

• Display: Shows "0 selected" or list of selected segment names
• Source: Pulls from Step 3 audience selection
• Format: Comma-separated list when multiple segments selected
• Edit Behavior: Click to navigate back to Step 3

Total Contacts Field

• Display: Shows total contact count with status indicator
• Status Icons: Green checkmark for valid count, warning for issues
• Minimum Validation: Shows error if less than required minimum
• Source: Real-time calculation from selected segments

Workflow Configuration Section

Workflow Nodes Field

• Display: Shows "0 nodes" or actual node count from selected workflow
• Source: Pulls from Step 4 template/workflow selection
• Format: "X nodes" where X is the count

Workflow Paths Field

• Display: Shows "0 connections" or connection count
• Source: Pulls from workflow configuration
• Format: "X connections" where X is the count

Configuration Warning

• Message: "No workflow configured. Your campaign will use basic email sending"
• Display Condition: Shows when no workflow/template is selected
• Warning Icon: Orange warning indicator
• Action: Provides link to return to Step 4

Schedule & Budget Section

Start Date Field

• Display: Shows selected start date or "Not Set"
• Format: "MMM DD, YYYY" format
• Source: Pulls from Step 5 schedule configuration
• Edit Behavior: Click to navigate back to Step 5

End Date Field

• Display: Shows selected end date or "Not Set"
• Format: "MMM DD, YYYY" format
• Source: Pulls from Step 5 schedule configuration
• Edit Behavior: Click to navigate back to Step 5

Budget Field

• Display: Shows budget amount or "$0"
• Format: Currency format with dollar sign
• Source: Pulls from Step 5 budget field
• Edit Behavior: Click to navigate back to Step 5

Timezone Field

• Display: Shows selected timezone abbreviation (e.g., "UTC")
• Source: Pulls from Step 5 timezone selection
• Edit Behavior: Click to navigate back to Step 5

Sending Email Field

• Display: Shows selected sending email address
• Source: Pulls from Step 5 email configuration
• Format: Full email address display
• Edit Behavior: Click to navigate back to Step 5

Final Validation and Review Rules:Rules

• Campaign Intent ValidationName: Must matchnot selectedbe goal from step 1empty
• AudienceGoal ValidationSelection: Must have valid goal selected segments with total count > 0
• Workflow ValidationAudience: Must have at least one workflowsegment configuredwith orminimum templatecontact selectedcount
• Schedule Validation: Start date,and end date, and timezonedates must be properly configuredvalid
• Required FieldsBudget: Must be positive number
• Email: Must have verified sending address

Navigation Buttons

Previous Button

• Function: Returns to Step 5 (Schedule Configuration)
• State Management: No data changes, purely navigational
• Availability: Always available regardless of validation status

Create Campaign name,Button

• Function: goal, audience,Finalizes and schedulelaunches arecampaign
• Validation: mandatoryRuns complete validation check on all steps
• Success Behavior: Creates campaign, shows success message, redirects to campaigns list
• Error HandlingBehavior: System displays specificHighlights validation errorserrors, withprevents guidancecampaign for resolutioncreation

Status and Progress Rules:

• StepLoading CompletionState: Shows loading spinner during campaign creation process
• Color: Green checkmarkbackground indicatesindicating completedprimary steps
• Current Step: Blue highlighting indicates active step
• Navigation: Previous and Next buttons enable step-by-step progression
• Draft Saving: Campaign saved as draft automatically, can be completed later
• Final Review: All sections must show valid configuration before launch option appearsaction

My Workflows Rules:

• Workflow Saving: Custom workflows saved with timestamp (e.g., "Aug 31, 2025, 03:51 AM")
• Node Connection Count: Displays "X nodes, Y connections" for saved workflows
• Load Functionality: Saved workflows can be loaded and modified
• Success Notification: Displays success message when workflow is saved successfully

8. Sample Data

Campaign Goals:

• Launch a new product or feature
• Nurture leads and prospects
• Retain existing customers
• Promote an event or webinar
• Share valuable content
• Something else

Audience Segments:

• Enterprise Prospects: 245 contacts, North America
• Newsletter Subscribers: 1250 contacts, Global
• Event Attendees: 89 contacts, Europe
• Product Trial Users: 156 contacts, Asia Pacific

Campaign Templates:

• Cold Email Campaign for Sales: 5 nodes
• Simple B2B Sales Funnel: 12 nodes
• Lead Nurturing Series: 10 nodes
• Webinar Promotion: 15 nodes
• Product Launch: 16 nodes
• LinkedIn Building Outreach Program: 14 nodes

Workflow Nodes:

• Newsletter Signup, Contact Us, Get Custom Quote, Schedule Demo, Trial Request
• Send Email, LinkedIn
• Email Opened?, Link Clicked?, LinkedIn Connected?

Schedule Configuration:

• Start Date: Current date + 1 day
• End Date: Start date + 30 days
• Budget: $5000
• Timezone: UTC
• Max Emails Per Hour: 1000
• Exclude: Monday, Saturday, Sunday

9. Acceptance Criteria

1. The system must display campaign goal selection with 6 predefined options on the first step
2. The system must provide guided navigation with 5 distinct steps (Campaign Type, Audience, Content, Schedule, Review)
3. The system must calculate and display real-time audience count when segments are selected
4. The system must show geographical distribution visualization after audience segment selection
5. The system must provide pre-built templates categorized by campaign type and business function
6. The system must allow custom workflow creation using drag-and-drop interface
7. The system must validate campaign configuration before allowing launch
8. The system must save campaign progress automatically as users navigate between steps
9. The system must display workflow preview with node count for all templates
10. The system must enforce minimum audience size of 10 contacts before proceeding
11. The system must provide timezone-aware scheduling with date picker controls
12. The system must allow email configuration with verified sender addresses
13. The system must display comprehensive review summary before campaign launch
14. The system must support campaign saving as draft with timestamp tracking
15. The system must provide "Back to Campaigns" navigation from any step
16. The system must display progress indicators with completion status for each step
17. The system must enforce required field validation (name, goal, audience, schedule)
18. The system must provide template filtering and search capabilities
19. The system must allow workflow modification and custom node configuration
20. The system must display success confirmation upon campaign creation

10. Process Changes

Current ProcessNewProcess
New ProcessImpactProcess
Impact AnalysisFrom: Analysis
Manual campaign setup with disconnected tools To: 
Guided 5-step workflow with integrated toolsReducestools
Reduces campaign setup time by 60% and eliminates configuration errorsFrom: errors
Audience selection without size visibility To: 
Real-time audience calculation with geographical distributionImprovesdistribution
Improves targeting accuracy by 40% and reduces audience estimation errorsFrom: errors
Custom workflow creation from scratch To: 
Template-based workflow with customization optionsDecreasesoptions
Decreases workflow creation time by 75% and ensures best practice implementationFrom: implementation
Manual schedule configuration across multiple systems To: 
Integrated scheduling with timezone and optimization featuresReducesfeatures
Reduces scheduling errors by 80% and improves delivery timing optimizationFrom: optimization
Ad-hoc campaign review process To: 
Standardized validation and review dashboardIncreasesdashboard
Increases campaign launch success rate by 50% and reduces post-launch issuesFrom: issues
Siloed template management To: 
Centralized template library with categorizationImprovescategorization
Improves template reusability by 90% and reduces campaign creation timeFrom: time
Limited workflow visualization To: 
Visual workflow builder with drag-and-drop functionalityIncreasesfunctionality
Increases workflow understanding by 70% and reduces configuration complexity
11. Impact from Solving This Problem

MetricImprovementCampaign
Metric
Improvement
Campaign Setup Time60%Time
60% reduction from 4 hours to 1.5 hours averageConfigurationaverage
Configuration Errors80%Errors
80% reduction in campaign launch failures due to setup issuesTemplateissues
Template Reusability90%Reusability
90% increase in template usage across campaignsTimecampaigns
Time to Market50%Market
50% faster campaign launch from concept to executionUserexecution
User Productivity40%Productivity
40% improvement in marketing team efficiencyCampaignefficiency
Campaign Success Rate35%Rate
35% increase in campaign performance due to better targetingTrainingtargeting
Training Time70%Time
70% reduction in new user onboarding timeProcesstime
Process Standardization100%Standardization
100% compliance with campaign creation best practicesWorkflowpractices
Workflow Creation Speed75%Speed
75% faster custom workflow developmentAudiencedevelopment
Audience Targeting Accuracy45%Accuracy
45% improvement in segment selection precision
12. User Behavior Tracking
Marketing Manager Tracking:

Event
Properties
Metrics
Questions Answered
campaign_goal_selected
goal_type, user_id, timestamp
Goal selection frequency, popular goals
Which campaign goals are most commonly selected?
audience_segment_selected
segment_id, contact_count, geography
Audience targeting patterns
What audience sizes and locations are typically targeted?
template_viewed
template_id, category, node_count
Template engagement
Which templates are most frequently viewed and selected?
campaign_review_completed
validation_errors, time_spent
Review thoroughness
How long do users spend reviewing campaigns and what errors occur?
campaign_launched
goal_type, audience_size, template_used
Launch success patterns
What combination of factors leads to successful campaign launches?
Campaign Specialist Tracking:


Event
Properties
Metrics
Questions Answered
workflow_builder_accessed
user_id, timestamp, custom_vs_template
Builder usage patterns
How often do specialists create custom workflows vs. using templates?
workflow_node_added
node_type, position, workflow_id
Workflow complexity trends
What types of workflow components are most commonly used?
template_customized
template_id, modifications_made, save_success
Customization patterns
How frequently are templates modified and what changes are made?
schedule_configured
timezone, frequency, exclusions
Scheduling preferences
What scheduling patterns are most effective for different campaign types?
campaign_saved_as_draft
completion_percentage, time_spent
Draft management
At what point do users typically save campaigns as drafts?
Key Questions These Events Answer:
What campaign goals drive the highest engagement and conversion rates?
Which audience segments and sizes correlate with campaign success?
What template categories and workflow complexity levels perform best?
How can we optimize the campaign creation flow to reduce abandonment?
What scheduling and timing patterns lead to optimal campaign performance?
Which workflow nodes and combinations drive the best results?
How can we improve template usage and customization capabilities?
Link - https://preview--crmcopy1.lovable.app/contacts