Campaigns - YouNegotiate Docs

Real-World Example

Maya selects the Pending Member Follow-Up template, chooses a group of pending creditor members, and schedules a weekly campaign. If the team needs the email to go now, she runs it immediately after confirming the group has matching profiles. The portal should create campaign tracking and process profile emails in background jobs.

Visual Flow

Schedule Rules

One-time campaigns can be scheduled for a future date.
Daily, weekly, and monthly campaigns require an end date.
Weekly campaigns require a day of week.
Monthly campaigns require a day of month.
Immediate campaigns create tracking and queue delivery right away.

Campaign Actions

Action	Expected Behavior
Create scheduled campaign	Saves a future once, daily, weekly, or monthly campaign.
Run immediately	Confirms group size, creates a tracker, and queues delivery right away.
Edit	Loads an owned campaign into the campaign form.
Delete	Deletes the campaign and its tracker/profile records inside a transaction.
Re-run	Creates a new campaign copy only when the original campaign is eligible and still has a template and group.

How It Should Work

It should require an existing template and group owned by the logged-in EcoMail Hub user.
It should prevent campaigns to empty groups.
It should allow re-running only when the campaign is eligible.
It should queue campaign delivery instead of sending all emails from the form request.

How It Should Not Work

It should not send to creditor profiles outside the selected group criteria.
It should not let users edit or delete another user’s campaign.
It should not allow a recurring campaign without the needed schedule details.

​Real-World Example

​Visual Flow

​Schedule Rules

​Campaign Actions

​How It Should Work

​How It Should Not Work