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Marketing Phase B In-progress

Marketing helps merchants reach customers through automated, multi-channel messaging — SMS, email, push and in-app. Public-site lead and newsletter capture is live today; outbound campaign automation is planned for Phase B.

1. Identity

PropertyValue
Module IDEXT-02
TierExtended
StatusIn-progress
PhaseP1–P3
PriorityMEDIUM
Primary usersOwner / Manager

2. Purpose & Scope

IncludedExcluded
Capture inquiries & newsletter subscribersEmail/SMS delivery infrastructure (provider-side)
Multi-channel campaigns (SMS/email/push)Promotional pricing logic (see Campaign)
Triggered & drip automationLoyalty point rules (see Loyalty)
Campaign analytics & A/B testing

3. Capabilities

CapabilityWhat the user can doStatus
Lead & subscriber captureCollect inquiries and newsletter sign-ups from the public siteIn-progress
Subscriber statisticsView subscriber totals and growthIn-progress
Email campaignsSend bulk email to segmentsPlanned
SMS marketingSend text campaignsPlanned
Push & in-app messagesNotify app usersPlanned
AutomationTriggered messages & drip journeysPlanned
Analytics & A/B testingMeasure campaign performancePlanned

Today only capture (inquiries + newsletter subscribers, with admin statistics and real-time notification) is wired in code. Outbound campaign sending is roadmap.

4. Module Dependencies

Depends onWhy
CRMCustomer segments are the audience for campaigns
LoyaltyLoyalty events can trigger marketing messages

5. Backend Packages

Implementation detail lives in the developer docs — this section only maps the module to the services that power it.

PackageRoleDeveloper docs
@nx/outreachCaptures inquiries & newsletter subscribers; admin statistics; real-time notifyOutreach

6. Key User Flows

7. Roles & Permissions

RoleCanCannot
OwnerConfigure campaigns & automation (planned)
ManagerView subscribers & inquiries, run campaigns (planned)Delete capture records in bulk

8. Status & Roadmap

PhaseCapabilities
P1Lead & subscriber capture, subscriber statistics (live)
P2Email & SMS campaigns to segments
P3Automation journeys, push/in-app, A/B testing & analytics

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