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THe Users page Stories

2. Bulk Actions Modal User Stories

As an Admin or Client:

  1. Selecting Action Types:

    • I want to select one or multiple action types (Email, SMS, or Notification) so that I can customize the way I communicate with users.

  2. Customizing Messages:

    • I want to enter separate messages for each selected action type (Email, SMS, Notification) so that my communication is tailored to the medium.

  3. Dynamic User Selection:

    • I want to see the number of selected users dynamically reflected in the modal (e.g., “Selected users: 4”) so that I can confirm my target audience.

  4. Validation of Messages:

    • I want to be notified if a required message field is empty for a selected action type so that I don’t accidentally send incomplete messages.

  5. Sending Bulk Actions:

    • I want to click “Send Bulk Actions” to immediately send all configured messages to the selected users.

  6. Role-Based Restrictions:

    • I want certain bulk action types (e.g., notifications) to only be available for signed-in users so that system notifications are effective.

  7. Confirmation and Audit Trail:

    • I want to receive a confirmation after sending bulk actions and log this activity in the system for record-keeping.

  8. Error Handling:

    • I want to receive an error message if any selected user’s contact information (e.g., email or phone number) is invalid so that I can fix issues before retrying.

As a Team Member:

  1. Receiving Messages:
    • I want to receive emails, SMS, or notifications sent via bulk actions so that I stay updated about important announcements.

Additional Features for Bulk Actions

  1. Templates for Repeated Messages:

    • Allow admins to save commonly used messages as templates for quicker execution of bulk actions.

  2. Message Previews:

    • Provide a preview of each message (Email, SMS, Notification) before sending it to ensure it looks as expected.

  3. Scheduling Messages:

    • Allow admins to schedule bulk actions for a specific time, such as notifications for a meeting tomorrow.

  4. Tracking Delivery Status:

    • Provide a dashboard or summary showing the delivery status of emails, SMS, and notifications (e.g., “Sent”, “Failed”, “Delivered”).

Next Steps

Would you like me to move forward with:

  1. Backend requirements for the Bulk Actions feature (e.g., API endpoints for email, SMS, notifications)?
  2. UI/UX improvements, such as templates, message previews, or delivery tracking?
  3. Database schema for storing user communication preferences and history?

Let me know where you’d like to dive in!