¶ Token Management
¶ Questions & Comments
- Lorem Ipsum
¶ Views (UI/UX)
¶ 1) New Vendor Setup
The initial setup will contain the settings for aligning the token management system with the user's objectives
Fields:
Some of the information that we want the vendor to add:
- Select Target Segments (Checkbox)
- the people that they see (text box)
- the things that they offer (text box)
- token allocation
- # of tokens (drop-down menu with presets or custom amount)
- monthly/yearly (toggle)
- allocation of tokens to selected segments of population (drop-down menu with presets or custom range slider for each segment with label to note how changing range on a segment effects other segments)
- # of tokens (drop-down menu with presets or custom amount)
- Auto-refill set/not set (toggle)
- payment information (Stripe integration)
Modal shown to confirm information and options selected
¶ 2) Dashboard
Standard data visualization. Favor line charts.
Views:
- Progress over time (proof of value)
- Prospective improvements (projected better line)
Options to include:
- views (toggle)
- edit page (modal to ask to confirm any changes)
- add/remove/move preset visualizations
- change format of the visualizations displayed
- add custom visualizations with existing variables
- download visualization
- option to see visualization over specific times or time ranges
- set goals
- mark goal in visualizations
- track goals with specific visualizations
For the second view, there should be controls on the right side that reproduce the token allocation feature found in initial setup
Dashboard will also contain and direct us to drill down into analysis of a given chart (#3) or build out additional subsets of the venue (i.e. products, exhibits, etc). For our purposes here, we'll call this a PROMOTE feature.
¶ 3) Analytics
This partially reproduces #2, but with more focus on a single metric. Provide additional amplifying information in the sidebar. Our goal is to show progress, and facilitate strategies that inform our system how to help them better.
¶ 4) Promotion screen
This is where traffic will arrive as a result of creating a new promotion. It will reproduce much of the functionality of #1, as it's a subset of the same concept.
¶ 5) Team management
Allows members with permissions to modify access to pages of other team members.
Options to include:
- lists team members and access level
- options to add/remove/change access for member
Modal shown to confirm information and options selected
¶ 6) Contact form
Adds convenient method of contact for vendor
Options to include:
- topic (drop-down menu with presets or custom amount)
- urgency (toggle)
