Discovery Workshop & Affinity Map

I facilitated a team workshop with our stakeholders, product manager, designers, and developers to share my findings from the competitive and comparative research on what the portal should have for our users to have the ability to create a successful campaign.

Workshop takeaway:

1. Campaign Objectives should dictate how the flow works

2. People are split on the order of audience/channel

3. Option to skip the creative step or add it later

4. We need to make sure we align with the sales/media planner

5. Upgrading should be easy and contextual (e.g. display what options go with higher tiers)

6. Business rules impact configurations made throughout the creation process

User Flow

I notice that the current flow was missing critical steps such as campaign objective (the ultimate goal of the campaign), audience selection (a specific group of customers that are most likely to respond positively to the messages, products, and services), channels/tactics (if the information will be shared by email, social media, and text marketing), and creative to create a successful campaign for our customers which the proposed flow will include. 

Current Flow

Proposed Flow