Launch a Segmented Email Campaign
Design an email campaign workflow that makes audience rules, consent, previews, approvals, and delivery status understandable.
The brief
Understand the problem
Background
Email campaigns combine content, dynamic fields, audience logic, consent status, sending reputation, and scheduling. A small rule error can reach the wrong people at scale.
User context
Priya is preparing a product update for active European customers. She must exclude people who opted out, use the correct language, and obtain legal approval before sending.
Product problem
The campaign builder must expose audience consequences and risky states before launch without forcing users to inspect every underlying contact.
Objective
Create a campaign setup, test, approval, and delivery-monitoring workflow for a segmented email send.
What to design
Define the experience
Required experience
- Campaign checklist and readiness overview
- Audience rule builder with live estimates
- Content preview using realistic recipient variants
- Approval and scheduled-send review
- Delivery health and suppression results
Screens and states
- Campaign setup
- Audience builder
- Content preview
- Send review
- Delivery report
Core user flow
Follow the critical path
- 01
Priya defines active customers in selected European markets
- 02
She reviews exclusions for consent, suppression, and missing language
- 03
She previews several recipient and language variants
- 04
Legal approves the exact campaign version
- 05
Priya schedules the send and monitors delivery exceptions
Product rules
Requirements and constraints
Requirements
- Translate audience logic into plain-language inclusion and exclusion summaries
- Show estimated recipients and explain why counts change
- Preview missing and unusually long personalization values
- Lock or invalidate approval when material content changes
- Confirm time zone, throttling, and final audience snapshot before send
- Separate delivered, bounced, suppressed, and unsubscribed outcomes
Constraints
- Audience counts change as customer records update
- Consent requirements vary by region
- One campaign may contain several languages
- A send cannot be fully recalled after delivery begins
Reality check
States worth considering
Finish line
What to deliver
- Design five desktop screens for audience construction, variant review, approval, and delivery exceptions.
Optional direction
Visual resources
Use these as a starting constraint if you want one. They are not part of the required solution.
Playfair Display & Slabo 27px
Clear interface writing gives people the confidence to understand what changed and decide what to do next.
Playfair Display & Slabo 27px
Clear interface writing gives people the confidence to understand what changed and decide what to do next.