Campaign Versioning System - Bug + New Feature

Right now, there is some unexpected behavior with the way campaigns work:

  • You create a drip campaign with the following sequence: 1) email/SMS, 2) email-only, 3) email only.

  • You add, say 200 recipients to this campaign.

  • After 200 recipients have received all 3 steps in the sequence, you decide to edit step 3 & include an SMS, so it now looks like this: 1) email/SMS, 2) email-only, 3) email/SMS.

  • After saving these campaign changes, ALL PREVIOUS RECIPIENTS WILL RECEIVE A TEXT MESSAGE IMMEDIATELY.

In order to prevent this behavior, you must create an entirely new campaign to add new recipients to THAT campaign, making editing campaigns very tedious.

This doesn’t make much sense, so I propose a change to how campaigns work, which is both simple & expected.

  1. Instead of auto-saving, campaigns must be manually saved as a new version, which can be named (or auto-named).

  2. Each recipient contains a campaign version reference.

  3. Recipients added after a campaign is modified will receive the new version, by default.

This would prevent unwanted behavior in the system, and inadvertently sending/incurring large amounts of SMS messages.

EMR could make this efficient by auto-deleting old campaign versions in the database after the final recipient has gone through the campaign & a new version exists in the system. Since campaigns must be versioned & not auto-saved, the amount of database resources consumed should also actually decrease.

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Upvoters
Status

Rejected

Board

πŸ’‘ Feature Request

Tags

General

Date

7 months ago

Author

Patrick Brennan

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