Campaign Management

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

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

Campaign creation (segment rules)

Ability to change certain attributes of a campaign per segment

Points

Earning limits

Translations do not get carried over when you duplicate a campaign

Transaction filter

Not straightforward on what should be entered in this field to target specific tickets/activation times

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

Statuses are confusing

live vs active? inactive vs expired?

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

Active dates

Times are entered in UTC? Difficult to translate to the markets timezone each time a campaign is created

Difficult to filter

featured campaigns

active timeframe

Search doesn’t work

Tried to search for a campaign by the ID but got no results

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.

Duplicating streaks

No option to duplicate

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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