Campaign Manager
Creating, scheduling and monitoring outbound campaigns — segments, status, metrics and collections in one workflow.
Client
Enterprise Contact Center Platform (confidential)
Role
UX/UI Designer — campaign creation flow, status model and metrics views.
Platform
Web Dashboard
Confidentiality: Client identity and campaign data are confidential. Patterns shown are sanitised.
01Overview
A campaign management interface: create, schedule and monitor outbound campaigns with customer segments, status and performance metrics in one workflow.
02Context
Campaign setup lived across spreadsheets and tools; mid-flight status and performance were unclear. The workflow needed one surface: build a campaign, watch it run, act on its results.
03User Journey
Campaign lifecycle
04UX Decisions
01Creation is a guided flow
Segments, channels and schedules are chosen in sequence with defaults — not a blank form with twenty fields.
02Status is a first-class citizen
Every campaign shows its status and progress visibly, so mid-flight ambiguity disappears.
03Metrics next to the campaign
Performance lives on the campaign card, not a buried report — decisions happen where the data is.
06Edge Cases
Good UX is what happens when things go wrong. Each case: the problem, the user-facing message and the recovery action.
Segment too small
Edge caseA segment contains too few customers to run a meaningful campaign.
“This segment has very few customers.”
Recovery: Warn before launch and suggest widening the segment.
Schedule conflict
Edge caseTwo campaigns would overlap on the same channel.
“Another campaign is already scheduled for this channel.”
Recovery: Show the overlap and let the user reschedule or proceed knowingly.
Paused mid-flight
Edge caseAn operator pauses a running campaign.
“Campaign paused. Live data is preserved.”
Recovery: Resume or end with full state preserved — no lost work.
07Final Experience
Campaign creation
Campaign creation
Guided flow — segment, channel, schedule — with defaults and a review step.
Schematic placeholder — add an approved screenshot via data/case-studies.ts
Campaign status board
Campaign status board
Status and progress on every card; metrics one click away.
Schematic placeholder — add an approved screenshot via data/case-studies.ts