Create a Flight Plan Flow Chart
To begin with this complex feature, the engineers started to build the engine for the admin creating a new flight plan template. I started my designs while thinking about the architecture of the feature as a whole.
Create a Flight Plan Wireframes
The admin creates the flight plans and makes it available to other users. They add a timeline of email, phone call, meetings, and To-Do’s. They also sign a monetary outcome to each flight plan to easily measure the success of campaign.
Create a Flight Plan by Manager
After many revisions this is the final version of creating a new flight plan. An important addition to this flow is choosing an Outcome in case the campaign was not successful.
Flight Plans Main Page
This page contains a complete list of all flight plans and all the details of how many receivers are in each one, what steps have been taken and what outcomes have been received. User can also click on each flight plan to see details and stats of each flight.
We knew we wanted to have an actionable list for our users based upon user feedback. Every morning they could take a quick look at what has happened with their campaigns and what actions they need to take.
Start a Flight Plan
Users have different ways of starting a new Flight Plan. One of the most common options is through their inbox compose panel.
Flight Plans Mobile
We kept Flight Plans on the Cirrus Insight mobile app simple. For example, I first started with creating a flight plan on mobile, but soon after talking to our sales managers we realized they most probably would only do it on their desktop. So we developed the pages useful and necessary to mobile users.