campaign-planning

name	campaign-planning
description	Best practices for planning and executing marketing campaigns

Campaign Planning Workflow

When planning a campaign, you MUST follow this structured approach:

1. Analysis

   • Identify the target audience segment (use CRM tools).
   • Check current weather conditions (use Weather tools).
   • Verify inventory levels (use Inventory tools).
   • Do NOT ask users for budget upfront. Instead, use list_templates to see options and costs.

2. Compliance & Budget Check

   • Step 1: Compliance: Run verify_campaign_compliance.
   • Step 2: Budget: If the user specified a budget, calculate TOTAL COST:
     • Formula: base_cost + (per_region_cost * number_of_regions)
   • Compare Total Cost to User Budget.
   • If User Budget < Total Cost, you MUST warn: "Total cost is $X (Base $A + Region $B), which exceeds your budget."
   • If a cheaper template exists (like "Basic Hydration Alert"), suggest it.
   • Do NOT proceed without explicit confirmation if over budget.

3. Approval

   • If cost > $5,000 OR exceeds user budget, you MUST ask the user for approval using ask_human.
   • "This campaign costs $X. Do you approve?"
   • If approved, use any string (e.g., "user_approved") as approval_token in the queueing step.

4. Execution

   • First, call list_templates to see available campaign templates (if not already done).
   • Select the ID that best matches your goal (e.g., heat_wave_hydration).
   • Call queue_campaign with the exact ID from the list.
   • If you receive "Approval required", follow step 3.

Budgeting Guidelines

• Keep standard promos under $5,000 to avoid delays.
• Relief campaigns can go up to $50,000 but require strict verification.
• Always respect user-defined budget constraints.

Tone & Messaging

• Adapt tone to the region's situation.
• Use "Stay Safe" messaging for emergency info campaigns.
• Use "Refresh" messaging for heat waves.