Campaign Creation Flow - Business Rules & Test Cases

Document Purpose: Comprehensive specification of the campaign creation flow, including onboarding, story collection setup, and family integration.

Last Updated: July 12, 2025
Version: 1.0
Flow Path: /campaigns/create

📋 Table of Contents

1. Flow Overview
2. Business Rules
3. User Experience Requirements
4. API Integration
5. Test Case Categories

Flow Overview

Flow Purpose

The campaign creation flow is the primary onboarding experience for new users, guiding them through setting up their first story collection campaign and completing their account setup.

Flow Types

• First-Time User: Complete onboarding with campaign creation
• Incomplete Campaign Resume: Continue from previous step
• Additional Campaign: Create new campaigns after initial setup

Core Principles

1. Guided Onboarding - Step-by-step process for new users
2. Progress Preservation - Save progress at each step
3. Flexible Family Setup - Optional family member addition
4. Setup Completion - Mark user as fully onboarded

Business Rules

BR-CC-001: Middleware Integration

• Rule: Campaign creation is the default destination for incomplete users
• Trigger: User accesses dashboard with setup_completed = false
• Redirect: /campaigns/create?step=1 or with campaign_id for resume
• Test: Verify middleware redirects work correctly

BR-CC-002: Campaign Resume Logic

• Rule: Users can resume incomplete campaigns
• Implementation: Check for incomplete campaigns in middleware
• URL Format: /campaigns/create?step=1&campaign_id={id}
• Test: Verify campaign data restoration

BR-CC-003: Setup Completion

• Rule: Completing campaign creation sets setup_completed = true
• Effect: Enables full dashboard access
• Business Impact: Users can access all features after onboarding
• Test: Verify setup completion flag setting

BR-CC-004: Family Integration

• Rule: Campaign creation can include family setup
• Optional: Family member addition is not required
• Link: Campaigns can be linked to family groups
• Test: Verify family integration works correctly

User Experience Requirements

UX-001: Progressive Disclosure

• Show only relevant information at each step
• Use clear progress indicators
• Provide help text and examples

UX-002: Mobile Responsiveness

• Optimize for tablet and mobile devices
• Use touch-friendly interface elements
• Ensure readability on small screens

UX-003: Error Handling

• Provide clear validation messages
• Allow users to correct errors inline
• Maintain form data during error states

API Integration

Campaign Creation API

• Endpoint: /api/campaigns
• Method: POST
• Authentication: Required
• Payload: Campaign configuration and family data

Progress Saving

• Endpoint: /api/campaigns/create-flow/{id}/step/{number}
• Method: PUT
• Purpose: Save progress at each step

Test Case Categories

Critical Path Testing

1. Complete First Campaign Creation

   • New user → Campaign setup → Completion → Dashboard access
   • Verify setup_completed flag setting
   • Test middleware behavior change

2. Campaign Resume Flow

   • User with incomplete campaign → Resume → Complete
   • Verify data restoration
   • Test step navigation

Integration Testing

1. Family Integration

   • Campaign creation with family setup
   • Family member invitation flow
   • Campaign visibility within family

2. Dashboard Integration

   • Campaign appears in dashboard after creation
   • Campaign analytics and management
   • Story collection initiation

Error Scenarios

1. Network Failures

   • API timeout during creation
   • Database connection issues
   • Email sending failures

2. Validation Errors

   • Invalid storyteller information
   • Duplicate campaign names
   • Family setup errors

This document is a template. Complete implementation details should be added as the campaign creation flow is developed.

Last Updated: July 12, 2025
Maintained by: Development Team