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Campaign Playbook

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Campaign Management

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Objective

Enable a non-technical user to create campaigns and segments with little to no intervention from our tech team

Why is this important?

Currently it takes 2+ days for dev to assist with the creation of campaigns and segments each month. As we plan to scale to more markets it will no longer be sustainable for dev to be the bottleneck for this process.

Key Results

Primary

95% of campaigns are created without a technical member
95% of segments are created without a technical member

Secondary

Time to create campaigns decreases from days to hours

Current problems

Description of issue
Notes
Priority
Theme
1
Unable to save campaign if its a featured campaign due to UI position!
Unable to create campaign if the feature UI position is taken. Does not relay which UI positions are available or allow me to reorder the positions
Hi
​
2
Campaign creation (segment rules)
Ability to change certain attributes of a campaign per segment
Points
Earning limits
Hi
​
3
Translations do not get carried over when you duplicate a campaign
​
Hi
​
4
Transaction filter
Not straightforward on what should be entered in this field to target specific tickets/activation times
Hi
​
5
Lack of confidence before publishing campaigns
Once campaigns are created there is no way to preview what campaigns would look like before they go live for each segment
Low
​
6
Statuses are confusing
live vs active? inactive vs expired?
Low
​
7
Sorting
Difficult to find campaigns would be nice to have default filters Example: Trying to understand why points earned increase and want to find campaigns that were live last month and the month prior
Low
​
8
Active dates
Times are entered in UTC? Difficult to translate to the markets timezone each time a campaign is created
Low
​
9
Difficult to filter
featured campaigns
active timeframe

Med
​
10
Search doesn’t work
Tried to search for a campaign by the ID but got no results
Med
​
11
General segment
Campaigns for new users that join rewards are setup to exclude the set segments and thus don’t have a true segment created for tracking purposes.
Med
​
12
Duplicating streaks
No option to duplicate
Med
​
13
Multi-behavior campaigns
Create a single ride and earn campaign for multiple modes rather than having a separate ride and earn campaign for each mode of transit
​
​
No results from filter
⁠

Priority Glossary

Hi - blocks user, no workaround available
Med - workaround available but requires dev to step in
Low - workaround available but takes a lot more time to complete the task

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