Skip to content

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:

  1. User enables "Birthday Offer" automation.
  2. User configures rule: "Send 20% off coupon on customer birthday".
  3. System monitors customer database daily.
  4. On match, system checks budget guardrails.
  5. System sends message automatically.

Acceptance Criteria:

  1. [ ] Guardrails prevent spamming (e.g., max 1 msg/week).
  2. [ ] 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:

  1. User views Campaign Dashboard.
  2. System displays funnels: sent -> delivered -> read -> clicked -> booked.
  3. ROI calculated based on revenue from attributed bookings.

Acceptance Criteria:

  1. [ ] Real-time tracking of message status.
  2. [ ] Attribution logic correctly links booking to campaign source.