Sprinklr Automated Checklist

Automated Checklist

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Project

Automated Checklist

Role

Product Designer

Responsibilities

Authorize and design a user-defined checklist that allows users to validate important fields for all campaigns reinforcing brand goverance

Problem

Brands encounter challenges related to unchecked campaigns, resulting in off-brand advertising. Despite providing detailed guidelines for campaign creation, there is a lack of real-time verification until the campaign goes live. This poses the risk of potential monetary losses and accountability issues for brands.

Various issues contribute to this problem, including incorrect targeting, reaching the wrong audience, and allocating budget to the wrong objective or optimization goals. To mitigate these issues, there is a pressing need for a unified platform that streamlines the entire advertising process, which can be done by the Automated Checklist.

Answer

This user-defined checklist serves as a additional layer of verification of important fields like Objective, Budget, Optimization Goals, Timelines, and Ad Types for all campaigns reinforcing brand governance. Brands have the ability to tailor the checklist to specific requirements and seamlessly apply it at the account or group level to validate all campaign properties published from their account.

With this automated, user-friendly checklist it replaces offline methods such as Excel or Google Sheets, offering a seamless and efficient way to maintain brand compliance across all advertising efforts.

Use Cases + Personas

Use Case

Media Managers can define their own checklist of parameters they want to use for approvals. Users can define the list of checks commonly followed and save them as a template. Checks can be edited on the flow for any specific campaign

Competitive Analysis

With the help from my Product Manager and UXR team, we aimed to dive deep into a competitive analysis that focuses on what works well, and where opportunities arise from our competitors. Companies such as Grasp, Comcast, and many more provided many insightful features that created a intuitive user experience and helped us leverage our designs to answer the problems our users are facing in the platform.

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Journey Map

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Automated Checklist Designs

User begins in the Campaign Checklist table view, where they can view, edit, clone, or delete checklists that exist. To create a new checklist, user clicks the CTA on the top right

Once the user fills out the form, they are directed here where they can begin filling out what fields they would like to be verified for their campaign

This is an example as to what a checklist would look like after filling in all specific fields they would like to be checked

After the checklist has been completed, users can then direct to Ads Composer where they begin filling out all the necessary fields to create a campaign. They will see the checklist they created on the right column to follow the verification of important fields they need to check.

Once user fills out all entities and have made all necessary checks for their campaign, this gives a clear visual that all fields are good to go.

Another module that users can view and verify the checklist is in Ads Manager. This checklist is shown in a bottom sheet, where users can easily collapse to view all input/select fields

Next Steps

The team is still looking to integrate new features within the Automated Checklist. We aim to prioritize discoverability improvements within our platform, and provide notifications to our users to give them a viewpoint as to how campaigns are aligning with their checklist.

We also look to continuously gain user feedback from our partners, as this has been enabled for 8-10 customers that provided us with positive feedback from their end.