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Campaigns
Content Library Campaigns
26
@Martin Sacco
@Martin Sacco
@Santiago Magariños
@Meghana Hermes
@Joe Nyhuis
@Tasha Martin
[ ]
@Taylor Hansen
A campaign is made up of multiple pieces of content that are grouped together and released as a fluid set of posts at timed intervals. They are frequently centered on a single theme and are published in stages.
This will be available only to Advance pricing tiers.
Great way for Admins to enable for their LOs to be able to “enroll” into automatic content campaign feeds based on their preference. Some campaign examples given could be “holidays 2021 program, Motivational quote Mondays, 10 Facts about Real Estate etc”. It was also mentioned, that as LOs leave the organization, that they can get unenrolled from the campaigns.
This is also a requirement for American National.
6/1/2023
7/15/2023
B
[ ]
true
2/19/2021
Meghana Hermes
3/29/2024 2:00:25 PM
Problem Alignment
The Problem/Opportunity
Background
Opportunity
High-level Approach
Goals & Success
KPIs
KPI
Description
1
Number of Campaigns created
more number of campaigns created should show increase of posts to SNs due to auto publishing
2
Increase in Number of Published Posts - track associated to Campaigns similar to CL posts
more number of campaigns created should show increase of posts to SN’s due to auto publishing
3
4
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Solution Alignment
User Stories
Story Name
Description
Importance
Notes
Design
In Jira?
Dev notes
1
Admin Alice - set up campaigns and add SN’s on behalf of users
2
All users should be able to view Libraries, Collections and Reviews in the “Content” Product
Content would have 4 Tabs:
High
3
All users should be able to view the content libraries: list and grid view with the filters
All users should be able to view the list of folders and grid view of the folders. Users should be able to filter by “Type”, “ Tag” and by text search
High
4
As Admin Alice, I want the ability to create Campaign folders in Content Library
Users (admins) with the permission “Mange Content Library“ should be able to Create new library
Similar to Content Library folders Admin should have the ability to create “Campaigns” in Content Library →
Users without “Mange Content Library“ should be able to view Campaigns and be able to subscribe and add their own social networks to the Campaigns.
High
Auto enrollment
How to enroll: Similar to Experience
5
As Admin Alice, I want to add content to campaigns, so that Producer Pat can have automated posting from the campaigns that Pat has subscribed to
The admin Alice should be able to add posts in the campaign from Compose similar to Content Library.
Alice will be able to click “Create Campaigns” button to create a Campaigns folder under Campaigns Tab in Content Library.
From Compose Alice should be able to toggle - this is a Content Library and then select the Campaign folder to save the post.
High
6
As Admin Alice I should be able to Archive Campaigns that are not active.
Admin Alice should be able to Archive posts/libraries with the click of a button.
7
As Admin Alice I want to add posts from the Content Library folders or UpContent from collections to campaigns.
Admin Alice should be able to add/copy posts from the Content Library folders or UpContent or collections to Campaigns.
Medium
8
As Admin Alice I should be able to view/change the status of the Campaign
When Alice creates a Campaign it will by default be in “Draft” status, auto posting is disabled.
A Campaign can be made “Active” (enable auto posting) only when Date Range and at least 1 Social Network is added.
The status should be displayed on the Campaign folder.
High
What happens when a Campaign is active and you add a new SN?
The newly added SN will get the posts scheduled from the day it was added till expiry date.
9
As Admin Alice I should be able to view/edit Campaign Settings for each Campaign Folder
Admin Alice should be able to view/edit Campaign Settings:
10
As Admin Alice I want to set Campaign date range for each campaign in the Content Library.
The admin Alice should be able to add posts in the campaign which would be set up to auto post from start date until the expiry date.
Alice should be able to add start and expiry date in Campaign Settings.
High
11
As Admin Alice I want to be able to share “Active” campaigns with their users
Admin Alice should be able to share Active Campaigns with specific users or or groups of users (roles.)
Similar to Content Library all Active Campaigns will be available to all users but
High
Should ?
Or should Campaigns be shared with users?
12
As Admin Alice I want to be able to subscribe the LO’s like Pat by adding selected Social Networks/Groups
Admin should have the ability to subscribe all users by selecting social networks or Social network groups under Campaign Settings when they have “Manage all Networks” permission.
Campaign posts need to be validated for selected Social Networks.
High
Display requirements for each SN in Compose or recommend creating Campaigns named for specific Networks?
Example: TW - limited characters
IG - requires 1 media
personal LinkedIn - does not support video
is this possible
@Martin Sacco
13
As Admin Alice I want to be able to add a Tag for all the posts in the Campaign
Alice should be able to add Tags to Campaign setting so every post in the Campaign folder will inherit the same Tag.
Medium
14
As Admin Alice I want to be able to set the Frequency of posting
Ability for Admin Alice to set/edit the Frequency of posting:
Medium
15
As Admin Alice I want to be able to set sequence of scheduling posts.
Ability for Admin to select the sequence of the posts in the Campaign by ordering the posts.
If no ordering is done, posts should get scheduled by the sequence the post was added: 1st added post, 2nd added and so on.
Low
16
As Admin Alice I want to be able to view all the campaigns on my Calendar
Admins should have the ability to view all campaigns on the Calendar.
Clicking on a Campaign should display the posts in the Campaign.
High
17
As Admin Alice I want to be able have Reporting for the campaigns
Admin Alice should be able to run reports to track each Campaign performance metrics under Analytics. User should be able to select the campaign (group of posts) from the dropdown.
High
We can use “Tags” or similar to selecting social networks groups we should be able to select Campaigns
18
Admin Alice - allows user to subscribe to the campaigns of their choice
19
As Producer Pat I want to be able to view all shared “Active” campaigns
As Pat I should be able to view all the “Active” campaigns shared with me.
High
20
As Producer Pat I want to be able to able to subscribe to any active campaigns.
As Pat I should be able to view and subscribe to the “Active” campaigns shared with me.
Subscribe would mean adding their own SN’s.
When an advisor is subscribed to the campaign, they will receive an email notification that lets them know they are subscribed and provides a link to the campaign so they can review the details and unsubscribe if they choose.
All users should be able to opt-in mid campaign
High
21
As Producer Pat I want to be able to able to unsubscribe to any active campaigns.
Pat should be able to unsubscribe by removing their SNs and any further posting should be halted from that campaign.
High
22
As Producer Pat I want to be able to view all shared Evergreen campaigns
These would be “evergreen” campaigns that can be subscribed until an Admin deactivates the Campaign.
When Admin shares evergreen campaigns, End-Users can subscribe at any time and the posts will post in the order they are present in the Campaign.
Users can choose not to subscribe but use individual posts from the Evergreen Campaign.
High
all the posts from evergreen campaign will be scheduled once subscribed.
Campaign - scheduled the post for limited time period.
Evergreen Campaigns should we allow each user to enable their own auto posting and frequency?
23
As Producer Pat I want to be able to view the campaigns I have subscribed to on my calendar.
All users can view the campaigns they have subscribed to on their own calendar. Once subscribed all scheduled posts appear in calendar
Medium
24
As Producer Pat I should be able to remove/modify dates for certain posts scheduled to my SNs in a Campaign
Users should be able to delete scheduled posts from Campaign for their own social networks by deleting them under Posts → Scheduled Posts → delete button.
Users should be able to changes dates for scheduled posts from Campaign for their own social networks by deleting them under Posts → Scheduled Posts → Edit → change date
High
Campaigns - group posts together that will go out, no one is choosing
isolate those posts and planning on social networks
25
All users should have the ability to sort folders and posts in CL
26
27
28
As Admin Alice, I want to set dates to create Dynamic and Evergreen Campaigns
After expiry date automatically archive and remove access.
High
29
As Admin Alice I should be able to set up Evergreen Campaigns.
Evergreen Campaigns requires no expiry date selection but “Evergreen content” check box must be selected.
This Campaign will display “Evergreen” Label.
Active Evergreen Campaigns should be shared with users/roles.
High
I have a note from our meeting that we should not call these different names, just give them the options to choose specific dates or not to - but i don’t remember why. Seems like we will need to be able to identify which of the two types a campaign is
@Meghana Hermes
(In Shared CLs for example, we allow not having end date, and we don’t have any Evergreen checkbox)
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Affected Personas
Name
Link to Description
Affected?
How?
1
Admin Alice
Admin Alice is responsible for sourcing this content, usually. This JTBD just got so much easier.
2
Compliance Charlie
Not yet created. This is the compliance role user, who only accesses the platform to approve/deny posts that go through an approval group. And run reports.
Compliance Charlie is likely to have to review more content library posts since his marketing team will likely be using these more often now.
3
Producer Pat
Not yet created. This is the role of the loan officer or insurance agent. They have the ability to log in to the Social platform to build and publish posts on their own behalf, and optionally automatically route them through an approval group. Alternatively they have the ability to use content from within a content library without routing through an approval group.
Producer Pat has more options for content to pick from since it was so much easier for Admin Alice to supply Producer Pat with the content.
4
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Key Flows
User Flows
Prototypes
Open Issues & Key Decisions
What are we NOT doing?
Marketing Launch
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