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Client Ordering System

PRD

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🥅 Intro & Goals

Yazi’s goal is to enable growing businesses, consultancies and agencies to be able to access consumer research in a self-service manner. Consumer data in Africa is currently hard to come by: Slow, expensive and under-representative. Yazi is changing that by using WhatsApp to access hard to access people digitally.

🙋‍♂️ Who’s it for?

Startups, SMBs & Enterprises in Africa - growing businesses that want to expand into new market segments

Resellers in Africa - Consultants, Product/UX agencies, Advertising/marketing agencies, VC - serving client or portfolio to get data on consumer segment

International companies - researching and expanding into Africa or researching the African consumer

Objectives

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https://uxpin.medium.com/how-to-write-a-painless-product-requirements-document-508ff6807b4a⁠

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✅ Objective

✅ Objective

Vision

Be the fastest and widest reaching market research platform in Africa. Use both survey responses and other data sources as research acquisition channels

Goals

To enable teams to launch research campaigns faster and more self-service

Deliver 300 survey results back to client in 3 hour from ordering

Initiatives

Automated push of survey questions to survey respondents

Personas

Teams conducting their own research

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⁉️ What is it?

Glossary

Dashboard - View of all created survey campaigns and demo campaign

Create survey campaign - User creates new campaign

Form-builder - choose question type, add question text, define answer logic

Audience selection - off the shelf demographic attributes, behavioural/demographic screening questions

Payment - confirm and make payment

Results - see response figures and data dashboard (V2 Feature)

🗣 Terminology

Campaign - the name for a survey project for a user or client of Yazi. A campaign could be: A 15 question survey with 200 responses from 18-25 year old males

Survey respondent - the user or participant that completes surveys for income on WhatsApp

Signup/Login

Google login

CTA in webflow takes user to webapp (app.askyazi.com)

Description

Description of what the new features or user stories will do

Purpose

Want to access yazi platform

User problem

User value

Can access the yazi platform

Assumptions

Business, user, or technical assumptions

Not doing

Anything that is out of scope for this feature

Acceptance criteria

Must create an account

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Dashboard (home)

Dashboard (home)

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Can view demo campaign of the setting up process as well as the results you will get

User can add colleague or other user to their workspace by sharing access or inviting someone

Can see profile and settings

Billing

Settings

Sharing

Profile changes

Create campaign

Create campaign

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A user can create a new campaign by clicking the “new campaign” button in the top right of the dashboard.

Can select survey from template

User must give the campaign a name or title

User must set the objective for the campaign. This can be edited at any point in the future

📔 Form-builder - designing survey questions

User creates the survey to be sent to chosen respondents in WhatsApp. User specifies the question text, question type and conditional or skip logic

User can add a new question

User can edit the survey text

User can choose what type of question they’d like it to be

MCQ (Multiple Choice Question)

Multi-select MCQ

Open text

Number

Picture/video

Voice note

User can add the answers to MCQ or multi-select MCQ or media questions

Users can edit the MCQ text

Users can add or subtract multiple choice options

Media (audio, pic, video) will have a plus icon in the box and allow the user to upload media to be sent

User can define conditional or skip logic for questions and answers. E.g. if answer “C” for Q9 then skip to Q11

User can comment on question and tag other people in workspace

User can duplicate question with logic, text, question type

User can delete full question

Another user in workspace can come and edit questions and create new questions

Description

Display of all survey campaigns and demo campaign

Purpose

Can see a quick view of everything available to them - all campaigns created, profile, demo campaign

User problem

User value

Easy to create questions and setups logic. Collaborative, purpose-built space for questions

Assumptions

Will work on questions with colleagues and friends on project

Not doing

Might not do commenting for V1

Acceptance criteria

Click next

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👩‍💻 Backend relationship

Assigns question key

Automatically create start and stop times

Question title

Answer logic - MCQ, Open text etc.

Transition/skip logic

Interpret survey as state machine through a JSON schema similar to:

🤴 Choose audience

User must choose who they want to answer the survey. They can choose from off-the-shelf demographic attributes (income bracket, gender etc.) as well as add their own behavioural/demographic screener questions

Choosing off-the-shelf demographic/behavioural attributes

User can choose which attributes they’d like to specify by clicking the drop-down per attribute. The default setting is to select everything in that category

Additional behavioural screening questions

User can add up to 2 questions

Use must choose either: Number, Single or multi-select multiple choice

User must select the answers or number range that should screen out respondent from being able to do survey

User must choose the number of responses they want - how many qualified survey respondents should answer. The price estimate should reflect and change as the user adjusts the response amount.

User can save created respondent audience and give it a name

User can select audience from previous campaign

👩‍💻 Backend relationship

Pulls live number of how many respondents are available

Connects demographic groups in dropdowns for client user to choose from

Backlog

Choosing proportion of demographics to respond

💳 Payment and order campaign

Can see a cost estimate for the survey campaign in payment section, based on:

Number questions

Number respondents needed

Audience specifications - more narrow = more expensive

Can make payment for campaign (payment integration)

Can get an invoice for the amount they owe according to their order

Calculations

Be able to control

Pricing

Be able to edit survey questions - when client launches survey then they can’t change it

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After the build

⏱️ Backlog

Pasting questions from a table into answers

Make respondent # and country visible

Show user which field has missing text in question page and they are trying to click to next or summary page

Automatic saving

Templates

Commenting

Send survey questions and audience selection data back to the Frontend

Add yes/no question

Send to your own audience

Add question routing logic for the previous question

Adding images and regexmax rules in survey

Proportions of audience

Being able to paste a table list of questions into answers and have them past into separate answers

Open text tagging system

Show how many people are in the demographic segments when selecting the audience

1 Sep | Updates

Business email in signup

Age in pricing

Job level and education cards less wide

Move audience section over to right

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Question number ordering wrong

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→ Add ordering numbers in Retool (Tim)

Question type wrong

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To check: Cam says that MCQ answers and Other answers being stored in same column now

Cam going to check

Filter going weird

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Meeting 2 sep

Shahil work on the get request for the draft questions being sent through

Age - cam to change age formula with 5 categories

Cam to share code with Shahil → Shahil look through code

Can organise a knowledge transfer call if needed

Specific focus on pricing

Make job level and education cards wider → Tim to check with Aletta

Launch webhook in Zapier

Move audience section over to right

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Data dasboard

Cam check why bar graphs going so thin

Cam run-through all filters to check everything working

Postman

{

"campaignId": "55d0c0ca-8211-44f3-967b-f156ea7f3104",

"status":"DRAFT"

}

Changes

Change ID

Statuses:

DRAFT

LIVE

COMPLETE

→

2 Dec | Bugs/changes

Click on draft campaigns - should be able to click on whole box

0 in children

Height of bar graph answers when filters added - way too thin

Spaces/paragraphs in questions - not showing in JSON.

Move the country and respondents to left

Drag answers up and down to switch their positions in an MCQ - move answer in position 3 to position 1

Be able to upload answers into DB and reflect in webapp - Flatfile or something

Remove 1 day turnaround in dashboard

Multi-select formula incorrect: It calculates option/total mentioned options as opposed to option/total response for question

Drop the summary cards

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Click for campaign stops working - have to refresh for it to work

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Notes

How to treat other question

How to visualise multi-select

Add free tier - 30 free responses

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31 Jane

Add race to audience

Currency for different countries

Multi-player

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