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Story 4. “Scheduled Sendings” column

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General info

General info

It’s about the process of the automated sending of e-mails. Some clients want to know which contacts will be planned for example tomorrow, the next day, the day after, and so on

They need to know which e-mails will be sent next.

  1. What time frame should the schedule display? – a week ahead would be good enough.

  2. We are focusing just on the schedule for the first emails for now

  3. The randomization of contacts for sending should remain unchanged

  4. If the schedule shifts (e.g., a contact is blacklisted or removed from the campaign), should these changes be reflected immediately in the calendar?
    Actually not necessary. But yeah, depending on the logic that makes more sense. Let us know what’s better. But I think it would make sense to have them reflected in the calendar, to avoid questions afterwards in the process. What do you think?

  5. Should this information only be displayed in a calendar? Or would, for example, a separate "Schedule" tab with a table (columns: "Date" and "Contact Emails") also be necessary?
    I think in calendar is enough. We don’t want to have this functionality too focused! Only those who need this functionality know about it when using it through the calendar. Making a separate tab on the left side would make it too focused – what we don’t want.

  6. The best solution would be something simple that doesn’t change a lot. It would also be fine if the customer is able to see the list of people scheduled to be sent messages the next day. In the meantime, if someone is added to the blacklist or similar, the system should simply skip sending to that specific person. – Ivan Castillo

User story

User Story 1: View Scheduled Emails

As a client,
I want to see a list of emails scheduled to be sent for the entire campaign period,
so that I can review and monitor the email-sending schedule efficiently.

User Story 2: Manual Schedule Update

As a client,
I want a "Re-generate Schedule" button,
so that I can manually update the schedule when changes are made (e.g., blacklisted contacts, paused sending).

Changes that affect the schedule:

  1. A contact is added to the service.

  2. A contact receives a “bounced” or “blacklist” status.

  3. A contact is removed from the service.

  4. Auto-send is turned on or off.

  5. Sending limits per day are increased or decreased. Example

  6. A day of the week is activated or disabled. Example

  7. Sending for a contact is paused. Example

User Story 3: Note About Schedule Updates

As a client,
I want a note displayed on the service settings page,
so that I am reminded that changes may require me to manually update the schedule.

User Story 4: Skipping Invalid Contacts

As a system,
I want to automatically skip blacklisted or bounced contacts when sending,
so that the schedule remains valid without unnecessary reshuffling.

User Story 5: Simplified Schedule Management

As a client,
I want the schedule to only update automatically when new contacts are uploaded,
so that the process is predictable and minimizes disruptions.

Acceptance criteria

01

Given new contacts file is imported to the service,

When the upload is completed,

Then the schedule is automatically generated for the entire campaign.

02

Given the "Scheduled Sendings" column

When the client selects the future date in the date-picker filed

Then the service displays contacts, planned to be communicated with on this day

03

Given new contacts are added to the campaign,

When the new contacts are uploaded,

Then the schedule should automatically update to include them.

04

Given the client is on the service interface (specify)

When the client clicks the "Re-generate Schedule" button,

Then the schedule is updated based on the current settings of the campaign and contact list.

05

Given Changes that affect the schedule have been made,

When the client clicks the "Re-generate Schedule" button,

Then these changes should be reflected in the updated schedule.

06

Given the client is on the service settings page,

When the page loads,

Then a note should be displayed stating:
"These changes may affect the schedule. Please click the ‘Re-generate Schedule’ button to apply the changes."

07

Given a contact is blacklisted or bounced,

When the system processes the email schedule,

Then the blacklisted or bounced contacts should be skipped, and the order of remaining scheduled contacts should not be altered.

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