Automation & Analytics
UC-MKT-002: Automated Triggers
Purpose: Set up "set-and-forget" campaigns based on customer lifecycle events.
| Property | Value |
|---|---|
| Actor | Business Owner |
| Trigger | System setup / configuration |
| Priority | P1 |
Main Success Scenario:
- User enables "Birthday Offer" automation.
- User configures rule: "Send 20% off coupon on customer birthday".
- System monitors customer database daily.
- On match, system checks budget guardrails.
- System sends message automatically.
Acceptance Criteria:
- [ ] Guardrails prevent spamming (e.g., max 1 msg/week).
- [ ] Audit log tracks all automated sends.
UC-MKT-003: Campaign Analytics
Purpose: Track effectiveness of marketing spend.
| Property | Value |
|---|---|
| Actor | Business Owner |
| Trigger | Campaign completes or user views report |
| Priority | P1 |
Main Success Scenario:
- User views Campaign Dashboard.
- System displays funnels: sent -> delivered -> read -> clicked -> booked.
- ROI calculated based on revenue from attributed bookings.
Acceptance Criteria:
- [ ] Real-time tracking of message status.
- [ ] Attribution logic correctly links booking to campaign source.