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Campaign Management Use Cases (CPN)

Module Purpose: Manage, track, and analyze the performance of multi-channel outreach campaigns, ensuring seamless conversion from mass communication to personalized sales engagement.

Use Case Quick Reference

ID Title Priority
US-CPN-001 Create Campaign & Import Targets P1
US-CPN-002 Campaign Metrics (Real-time ROI) P1
US-CPN-003 Outreach Response & CRM Push P1
US-CPN-004 Regional & Platform Attribution P2

US-CPN-001: Create Campaign & Import Targets

Purpose: Enable marketing users to define the scope, target industry, and data sources for a new campaign and import high-volume contact data.

Property Value
Actor Marketing Manager
Trigger New marketing initiative launch
Priority P1

Main Success Scenario

  1. Campaign Definition
  2. User selects Campaign Type (Cold Outreach, Event, Newsletter, Product Launch).
  3. System displays dynamic fields based on selection:
    • Industry Name (e.g., Pharma, Chemicals)
    • Product Name (e.g., Zinc Oxide)
    • Target Company Segment

  4. User enters details and saves.

  5. Data Import

  6. User uploads Excel/CSV target list.
  7. System maps mandatory fields: Email ID and Phone Number.

  8. System validates formats (Email regex, Phone 10-15 digits).

  9. Platform Selection

  10. User selects where the campaign is running (Email, LinkedIn, WhatsApp, Directory Portals).
  11. System assigns a unique Campaign ID (e.g., CPN-2026-001).

US-CPN-002: Campaign Metrics (Real-time ROI)

Purpose: Track the engagement lifecycle of a campaign to calculate ROI and conversion efficiency.

Property Value
Actor System Analytics Engine
Priority P1

Main Success Scenario

  1. Engagement Triage
  2. System monitors outbound emails via SMTP/Graph API logs.

  3. System tracks Emails Sent count.

  4. Pixel/Link Tracking

  5. System tracks Emails Read (pixel open event).

  6. System tracks Link Clicks (redirect logs).

  7. Response Attribution

  8. When an inbound email is received, system checks if sender matches a campaign target list.

  9. If match found, system updates Responses Received metric for that specific Campaign ID.

  10. Lead Generation Tracking

  11. When a campaign response is converted to a Lead/Prelead, system increments Leads Generated metric.

US-CPN-003: Outreach Response & CRM Push

Purpose: Provide sales teams with a one-click mechanism to move valuable campaign interactions into the primary CRM pipeline.

Property Value
Actor Sales Representative
Priority P1

Main Success Scenario

  1. Outlook Notification

  2. Sales rep receives a response to a campaign-initiated thread in Outlook.

  3. Context Overlay

  4. The Pebble Outlook Sidecar identifies the email as part of Campaign: Pharma Outreach Q1.

  5. Sidecar displays Industry: Pharma, Product: Zinc Oxide.

  6. Push to CRM

  7. Sales rep clicks the "Push to Salesforce" (or Push to Pebble) button in Outlook.
  8. System extracts:
    • Full email thread.
    • Contact details (Phone, Email, LinkedIn).
    • Attachment snapshots.
  9. System creates a new Lead record with Lead Source = [Campaign Name].

US-CPN-004: Regional & Platform Attribution

Purpose: Categorize campaign performance by geography and platform to optimize future marketing spend.

Property Value
Actor Marketing Analyst
Priority P2

Main Success Scenario

  1. Platform Capture

  2. System captures the Platform Source (e.g., IndiaMart vs. LinkedIn) for every generated lead.

  3. Geographical Mapping

  4. System maps target Company addresses to regional clusters (e.g., West Bengal, Maharashtra).

  5. ROI Analysis

  6. System displays a heatmap of "Leads by Region" vs. "Spend per Platform".

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