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User Guide Client Campaign System

This document provides user guidance for managing clients and campaigns within a system, detailing steps for adding clients, creating groups, providing additional client information, and starting campaigns. It also outlines post-campaign processes for modifying messages and suggests improvements for the user interface and experience. Key suggestions include reducing clutter in the frontend display and enhancing the intuitiveness of the client profile section.

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hasan.novo99
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17 views2 pages

User Guide Client Campaign System

This document provides user guidance for managing clients and campaigns within a system, detailing steps for adding clients, creating groups, providing additional client information, and starting campaigns. It also outlines post-campaign processes for modifying messages and suggests improvements for the user interface and experience. Key suggestions include reducing clutter in the frontend display and enhancing the intuitiveness of the client profile section.

Uploaded by

hasan.novo99
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

User Guidance for Client and Campaign Management System

Adding a Client

1. Press the "Add New Contacts" button on the Dashboard page.

2. Provide all necessary client information (Name, Email, WhatsApp, etc.).

3. Click the "Save" button after entering all client information.

Adding a Group (List)

1. Press the "Create List" button on the Dashboard page.

2. Enter the "Group Name" and "Description".

3. Click the "Create" button.

Providing Additional Info About a Client (Before Campaign Start)

1. Navigate to Contacts -> All Contacts -> Click "View Profile".

2. Scroll down to find the "Context Question" and "Communication" sections.

3. Enter any additional information here.

Starting a Campaign

1. On the Dashboard page, select the Contact Category and Contacts (search bar available for client

selection).

2. Click the "Next" button. A pop-up will appear - choose "Modify" to make changes or "Continue" to proceed.

3. In Stage 2:

- Enter the Campaign Name.

- Fill in "Tell us about the Campaign".

- Select a Campaign Tag.


User Guidance for Client and Campaign Management System

- Skip "Add Persona".

4. Click "Next".

5. On the last page, click the "Start" button to initiate the campaign.

After Campaign Start

- Campaign Plans and Draft Messages or Emails will be generated.

- View these by going to the Campaign Page (via the Campaign Link in the header).

- To modify a message or email, press the "Modify" button.

- A prompt will appear; describe the modifications needed.

- Review the updated message/email and repeat modifications as needed.

- Press the "Save" button to finalize and send the email. The message will be stored in the database.

Suggestions for Improvement

Suggestions for UI/UX Improvement:

1. Currently, displaying all emails and campaign details together in the frontend can appear cluttered.

- Suggested Improvement: Show only campaign names initially. Expand to show draft emails/messages

upon user interaction (e.g., click or accordion).

2. The "Additional Info" section in the client profile is not intuitive.

- Suggested Improvement: Redesign this section for better visibility and user-friendly input experience.

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