PRD: Campaign Management System¶

1. Goal & Overview¶

The Campaign Management System (Pebble IQ - Campaign) enables the creation, tracking, and analysis of multi-channel outreach efforts. It provides deep visibility into campaign performance through real-time metrics (Emails Read, Responded, Leads Generated) and facilitates seamless handovers from marketing to sales via Outlook and CRM integrations.

2. Core Functional Requirements¶

A. Campaign Creation & Targeting¶

• Campaign Type Selection: Users can select the type of campaign (e.g., Cold Outreach, Re-engagement, Product Launch).
• Dynamic Context Fields: Based on selection, the system provides fields to capture:
  • Industry Name
  • Product Name
  • Target Company Name List
• Import Data: Supports importing target lists with mandatory fields: Email ID and Phone Number.
• Platform Tracking: Captures "Where the campaign is running" (e.g., LinkedIn, Email, Business Directories, Third-party Portals).

B. Response & Lead Management¶

• Result Capture: Automatically captures results/responses against campaign emails.
• Lead Generation: Tracks when a campaign response qualifies as a "Lead" or "Prelead".
• Account Identification: Links responses to specific campaigns based on sender email matching or campaign-specific tracking IDs.

C. Outlook Integration (CRM Push)¶

• "Push to CRM" Button: A dedicated button in the Outlook sidecar/plugin.
• Action: When a salesperson identifies a valuable response in Outlook, they can click the button to push the response details directly into Salesforce or the native Pebble CRM.

3. Campaign Analytics & Metrics¶

The system must provide a real-time dashboard for each campaign with the following KPIs:

4. UI/UX Requirements¶

• Campaign Header: Always displays the active Campaign ID and Type.
• Industry/Product Context: Ensures that sales reps responding to leads have immediate access to the campaign's "Industry" and "Product" context.
• Reporting Grid: A bird's-eye view of all active campaigns with their respective health metrics.

5. Mermaid Workflow: Campaign Lifecycle¶

graph TD
    subgraph Setup["1. Campaign Setup"]
        Define[Define Type: Industry/Product] --> Import[Import Target List: Email/Phone]
        Import --> Launch[Launch Multi-Platform Campaign]
    end

    subgraph Tracking["2. Response Tracking"]
        Launch --> Open[Track Emails Read]
        Open --> Reply[Capture Email Responses]
        Reply --> Metric[Update Campaign ROI Metrics]
    end

    subgraph Handover["3. Sales Handover"]
        Reply --> Outlook[Outlook Response Received]
        Outlook --> Push{Push to CRM?}
        Push -- Yes --> Lead[Create CRM Lead / Salesforce Sync]
        Push -- No --> Archive[Log as Activity]
    end

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