@cakemail-org/cakemail-cli 1.7.0 → 2.0.0

package/docs/user-manual/04-campaign-management/04-campaign-lifecycle.md

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+# Campaign Lifecycle
+
+Understand and manage campaigns through every stage from creation to completion.
+
+## Lifecycle Overview
+
+Campaigns move through distinct states:
+
+```
+draft → scheduled → sending → sent → archived
+  ↓        ↓          ↓
+delete   unschedule  suspend/cancel
+```
+
+## Campaign States
+
+### Draft
+
+**Description:** Newly created, not yet scheduled
+
+**Available Actions:**
+- Edit content, subject, list, sender
+- Send test emails
+- Schedule for delivery
+- Delete
+
+**Commands:**
+```bash
+# Update draft
+$ cakemail campaigns update 790 --subject "New Subject"
+
+# Send test
+$ cakemail campaigns test 790 -e test@example.com
+
+# Schedule
+$ cakemail campaigns schedule 790
+
+# Delete if not needed
+$ cakemail campaigns delete 790 --force
+```
+
+### Scheduled
+
+**Description:** Queued for future delivery
+
+**Available Actions:**
+- Reschedule to different time
+- Unschedule (return to draft)
+- Send test emails
+- Cancel
+
+**Commands:**
+```bash
+# Reschedule
+$ cakemail campaigns reschedule 790 --when "2024-03-25 10:00:00"
+
+# Unschedule (back to draft)
+$ cakemail campaigns unschedule 790
+
+# Cancel
+$ cakemail campaigns cancel 790
+```
+
+### Sending
+
+**Description:** Currently being sent to recipients
+
+**Available Actions:**
+- Suspend (pause sending)
+- View progress
+- Monitor statistics
+
+**Commands:**
+```bash
+# Suspend sending
+$ cakemail campaigns suspend 790
+
+# Check progress
+$ cakemail campaigns get 790 -f json | jq '{status, sent_count, total_recipients}'
+
+# View real-time stats
+$ cakemail reports campaign 790
+```
+
+### Sent
+
+**Description:** Completed successfully
+
+**Available Actions:**
+- View analytics
+- Archive
+- Delete (removes from list)
+
+**Commands:**
+```bash
+# View analytics
+$ cakemail reports campaign 790
+
+# View link clicks
+$ cakemail reports campaign-links 790
+
+# Archive
+$ cakemail campaigns archive 790
+
+# Delete
+$ cakemail campaigns delete 790 --force
+```
+
+### Suspended
+
+**Description:** Paused during sending
+
+**Available Actions:**
+- Resume sending
+- Cancel (stops permanently)
+- View partial statistics
+
+**Commands:**
+```bash
+# Resume
+$ cakemail campaigns resume 790
+
+# Cancel permanently
+$ cakemail campaigns cancel 790
+
+# Check stats
+$ cakemail reports campaign 790
+```
+
+### Cancelled
+
+**Description:** Cancelled before/during send
+
+**Available Actions:**
+- View partial analytics
+- Archive
+- Delete
+
+**Commands:**
+```bash
+# View what was sent
+$ cakemail reports campaign 790
+
+# Archive
+$ cakemail campaigns archive 790
+```
+
+### Archived
+
+**Description:** Hidden from default views
+
+**Available Actions:**
+- Unarchive (restore to view)
+- View analytics
+- Delete permanently
+
+**Commands:**
+```bash
+# Unarchive
+$ cakemail campaigns unarchive 790
+
+# View
+$ cakemail campaigns get 790
+
+# Delete
+$ cakemail campaigns delete 790 --force
+```
+
+## Managing Active Campaigns
+
+### Suspending a Campaign
+
+Pause campaign mid-send:
+
+```bash
+$ cakemail campaigns suspend 790
+```
+
+**Output:**
+```
+✓ Campaign 790 suspended
+```
+
+**When to suspend:**
+- Content error discovered
+- Wrong list selected
+- Need to make urgent changes
+- Technical issue with website/links
+
+**What happens:**
+- Sending stops immediately
+- Emails already sent remain sent
+- Remaining recipients not contacted
+- Can resume or cancel later
+
+### Resuming a Campaign
+
+Continue suspended campaign:
+
+```bash
+$ cakemail campaigns resume 790
+```
+
+**Output:**
+```
+✓ Campaign 790 resumed
+```
+
+**Considerations:**
+- Resumes from where it stopped
+- Already-sent contacts not re-contacted
+- Check time delay impact on results
+
+### Cancelling a Campaign
+
+Permanently stop campaign:
+
+```bash
+$ cakemail campaigns cancel 790
+```
+
+**Output:**
+```
+⚠ Cancel campaign 790?
+
+The following will happen:
+  • Campaign will be permanently cancelled
+  • Remaining recipients will not receive email
+  • Partial analytics available
+
+Type 'yes' to confirm: yes
+
+✓ Campaign 790 cancelled
+```
+
+**When to cancel:**
+- Major error in content
+- Wrong audience targeted
+- Business reason (product recall, etc.)
+- Regulatory/legal requirement
+
+## Archiving Campaigns
+
+### Archive Completed Campaigns
+
+Remove from active view:
+
+```bash
+$ cakemail campaigns archive 790
+```
+
+**Output:**
+```
+✓ Campaign 790 archived
+```
+
+**Benefits:**
+- Cleaner campaign list
+- Organized historical data
+- Still accessible for analytics
+- Can be unarchived if needed
+
+### Bulk Archive
+
+Archive multiple campaigns:
+
+```bash
+#!/bin/bash
+# archive-old-campaigns.sh
+
+# Archive all campaigns from Q1 2024
+CAMPAIGNS=$(cakemail campaigns list \
+  --filter "status==sent;delivered_at>=2024-01-01;delivered_at<2024-04-01" \
+  -f json | jq -r '.data[].id')
+
+for ID in $CAMPAIGNS; do
+  echo "Archiving campaign $ID..."
+  cakemail campaigns archive $ID
+done
+
+echo "Archived $(echo "$CAMPAIGNS" | wc -l) campaigns"
+```
+
+### Archive by Age
+
+```bash
+#!/bin/bash
+# archive-by-age.sh
+
+# Archive campaigns older than 90 days
+CUTOFF_DATE=$(date -d "90 days ago" +%Y-%m-%d)
+
+CAMPAIGNS=$(cakemail campaigns list \
+  --filter "status==sent;delivered_at<$CUTOFF_DATE" \
+  -f json | jq -r '.data[].id')
+
+for ID in $CAMPAIGNS; do
+  NAME=$(cakemail campaigns get $ID -f json | jq -r '.name')
+  echo "Archiving: $NAME (ID: $ID)"
+  cakemail campaigns archive $ID
+done
+```
+
+### Unarchive Campaigns
+
+Restore archived campaign to active view:
+
+```bash
+$ cakemail campaigns unarchive 790
+```
+
+**Output:**
+```
+✓ Campaign 790 unarchived
+```
+
+## Monitoring Campaigns
+
+### Real-Time Status Check
+
+```bash
+#!/bin/bash
+# monitor-campaign.sh
+
+CAMPAIGN_ID=$1
+INTERVAL=5  # seconds
+
+while true; do
+  clear
+  echo "=== Campaign $CAMPAIGN_ID Status ==="
+  echo ""
+
+  STATUS=$(cakemail campaigns get $CAMPAIGN_ID -f json)
+
+  echo "Status: $(echo "$STATUS" | jq -r '.status')"
+  echo "Name: $(echo "$STATUS" | jq -r '.name')"
+  echo ""
+
+  # If sending, show progress
+  if [ "$(echo "$STATUS" | jq -r '.status')" == "sending" ]; then
+    SENT=$(echo "$STATUS" | jq -r '.sent_count // 0')
+    TOTAL=$(echo "$STATUS" | jq -r '.total_recipients // 0')
+    PERCENT=$(echo "scale=1; $SENT * 100 / $TOTAL" | bc)
+
+    echo "Progress: $SENT / $TOTAL ($PERCENT%)"
+    echo ""
+
+    # Get stats
+    STATS=$(cakemail reports campaign $CAMPAIGN_ID -f json)
+    echo "Delivered: $(echo "$STATS" | jq -r '.delivered // 0')"
+    echo "Opened: $(echo "$STATS" | jq -r '.unique_opens // 0')"
+    echo "Clicked: $(echo "$STATS" | jq -r '.unique_clicks // 0')"
+  fi
+
+  echo ""
+  echo "Press Ctrl+C to stop monitoring"
+  sleep $INTERVAL
+done
+```
+
+### Dashboard View
+
+```bash
+#!/bin/bash
+# campaign-dashboard.sh
+
+echo "=== Campaign Dashboard ==="
+echo ""
+
+# Scheduled
+SCHEDULED=$(cakemail campaigns list --filter "status==scheduled" -f json | jq '.count')
+echo "Scheduled: $SCHEDULED"
+
+# Sending
+SENDING=$(cakemail campaigns list --filter "status==sending" -f json | jq '.count')
+echo "Sending: $SENDING"
+
+# Sent today
+TODAY=$(date +%Y-%m-%d)
+SENT_TODAY=$(cakemail campaigns list \
+  --filter "status==sent;delivered_at>=$TODAY" \
+  -f json | jq '.count')
+echo "Sent Today: $SENT_TODAY"
+
+# Drafts
+DRAFTS=$(cakemail campaigns list --filter "status==draft" -f json | jq '.count')
+echo "Drafts: $DRAFTS"
+
+echo ""
+
+# Show active campaigns
+echo "=== Active Campaigns ==="
+cakemail campaigns list --filter "status==sending" -f compact
+```
+
+## Lifecycle Workflows
+
+### Workflow 1: Emergency Stop
+
+```bash
+#!/bin/bash
+# emergency-stop.sh
+
+CAMPAIGN_ID=$1
+
+if [ -z "$CAMPAIGN_ID" ]; then
+  echo "Usage: $0 <campaign-id>"
+  exit 1
+fi
+
+echo "⚠️  EMERGENCY STOP for Campaign $CAMPAIGN_ID"
+echo ""
+
+# Check current status
+STATUS=$(cakemail campaigns get $CAMPAIGN_ID -f json | jq -r '.status')
+echo "Current status: $STATUS"
+
+case $STATUS in
+  "scheduled")
+    echo "Unscheduling..."
+    cakemail campaigns unschedule $CAMPAIGN_ID
+    ;;
+  "sending")
+    echo "Suspending..."
+    cakemail campaigns suspend $CAMPAIGN_ID
+    ;;
+  *)
+    echo "Campaign is $STATUS - no action needed"
+    ;;
+esac
+
+echo ""
+echo "✅ Emergency stop complete"
+```
+
+### Workflow 2: Scheduled Maintenance
+
+```bash
+#!/bin/bash
+# scheduled-maintenance.sh
+
+echo "=== Pre-Maintenance: Suspend Active Campaigns ==="
+
+# Get all sending campaigns
+SENDING=$(cakemail campaigns list --filter "status==sending" -f json)
+SENDING_IDS=$(echo "$SENDING" | jq -r '.data[].id')
+
+# Suspend each
+for ID in $SENDING_IDS; do
+  echo "Suspending campaign $ID..."
+  cakemail campaigns suspend $ID
+done
+
+echo ""
+echo "Suspended $(echo "$SENDING_IDS" | wc -l) campaigns"
+echo "IDs: $SENDING_IDS"
+echo ""
+echo "Save these IDs to resume after maintenance!"
+```
+
+Resume after maintenance:
+
+```bash
+#!/bin/bash
+# resume-after-maintenance.sh
+
+# IDs from previous script
+CAMPAIGN_IDS="790 791 792"
+
+echo "=== Post-Maintenance: Resume Campaigns ==="
+
+for ID in $CAMPAIGN_IDS; do
+  echo "Resuming campaign $ID..."
+  cakemail campaigns resume $ID
+done
+
+echo ""
+echo "✅ All campaigns resumed"
+```
+
+### Workflow 3: Quarterly Archival
+
+```bash
+#!/bin/bash
+# quarterly-archive.sh
+
+YEAR=$1
+QUARTER=$2
+
+if [ -z "$YEAR" ] || [ -z "$QUARTER" ]; then
+  echo "Usage: $0 <year> <quarter>"
+  echo "Example: $0 2024 1"
+  exit 1
+fi
+
+# Calculate date range
+case $QUARTER in
+  1) START="$YEAR-01-01"; END="$YEAR-03-31" ;;
+  2) START="$YEAR-04-01"; END="$YEAR-06-30" ;;
+  3) START="$YEAR-07-01"; END="$YEAR-09-30" ;;
+  4) START="$YEAR-10-01"; END="$YEAR-12-31" ;;
+  *) echo "Invalid quarter"; exit 1 ;;
+esac
+
+echo "Archiving Q$QUARTER $YEAR campaigns ($START to $END)..."
+
+# Get campaigns
+CAMPAIGNS=$(cakemail campaigns list \
+  --filter "status==sent;delivered_at>=$START;delivered_at<=$END" \
+  -f json | jq -r '.data[].id')
+
+COUNT=0
+for ID in $CAMPAIGNS; do
+  cakemail campaigns archive $ID
+  ((COUNT++))
+done
+
+echo ""
+echo "✅ Archived $COUNT campaigns from Q$QUARTER $YEAR"
+```
+
+### Workflow 4: Campaign Health Check
+
+```bash
+#!/bin/bash
+# health-check.sh
+
+echo "=== Campaign Health Check ==="
+echo ""
+
+# Check for stuck campaigns
+echo "Checking for stuck campaigns..."
+SENDING=$(cakemail campaigns list --filter "status==sending" -f json)
+SENDING_COUNT=$(echo "$SENDING" | jq '.count')
+
+if [ "$SENDING_COUNT" -gt 0 ]; then
+  echo "$SENDING" | jq -r '.data[] | "  ID: \(.id) - Started: \(.sending_started_at // "unknown")"'
+
+  # Flag campaigns sending > 2 hours
+  CUTOFF=$(date -d "2 hours ago" --iso-8601=seconds)
+  STUCK=$(echo "$SENDING" | jq --arg cutoff "$CUTOFF" '
+    .data[] | select(.sending_started_at < $cutoff)
+  ')
+
+  if [ -n "$STUCK" ]; then
+    echo ""
+    echo "⚠️  Warning: Campaigns sending > 2 hours:"
+    echo "$STUCK" | jq -r '"  ID: \(.id) - \(.name)"'
+  fi
+else
+  echo "  ✅ No campaigns currently sending"
+fi
+
+echo ""
+
+# Check for scheduled campaigns in past
+echo "Checking for past-due scheduled campaigns..."
+NOW=$(date --iso-8601=seconds)
+PAST_DUE=$(cakemail campaigns list --filter "status==scheduled" -f json | \
+  jq --arg now "$NOW" '.data[] | select(.scheduled_for < $now)')
+
+if [ -n "$PAST_DUE" ]; then
+  echo "⚠️  Warning: Past-due scheduled campaigns:"
+  echo "$PAST_DUE" | jq -r '"  ID: \(.id) - Scheduled: \(.scheduled_for)"'
+else
+  echo "  ✅ No past-due campaigns"
+fi
+
+echo ""
+
+# Check for old drafts
+echo "Checking for old drafts (> 30 days)..."
+OLD_CUTOFF=$(date -d "30 days ago" +%Y-%m-%d)
+OLD_DRAFTS=$(cakemail campaigns list \
+  --filter "status==draft;created_on<$OLD_CUTOFF" \
+  -f json | jq '.count')
+
+echo "  Old drafts: $OLD_DRAFTS"
+
+if [ "$OLD_DRAFTS" -gt 0 ]; then
+  echo "  Consider cleaning up old drafts"
+fi
+
+echo ""
+echo "✅ Health check complete"
+```
+
+## Best Practices
+
+### 1. Monitor Active Campaigns
+
+Set up automated monitoring:
+
+```bash
+# Add to crontab: every 5 minutes
+*/5 * * * * /path/to/monitor-campaigns.sh >> /var/log/campaign-monitor.log 2>&1
+```
+
+### 2. Archive Regularly
+
+Monthly archival routine:
+
+```bash
+# First day of each month
+0 0 1 * * /path/to/monthly-archive.sh
+```
+
+### 3. Emergency Procedures
+
+Document emergency contacts and procedures:
+
+```bash
+#!/bin/bash
+# EMERGENCY.sh
+
+echo "=== EMERGENCY CAMPAIGN PROCEDURES ==="
+echo ""
+echo "1. Suspend all sending: ./emergency-stop-all.sh"
+echo "2. Contact: support@cakemail.com"
+echo "3. Escalation: +1-XXX-XXX-XXXX"
+echo ""
+echo "Campaign ID to stop:"
+read CAMPAIGN_ID
+
+./emergency-stop.sh $CAMPAIGN_ID
+```
+
+### 4. Document State Changes
+
+Log important actions:
+
+```bash
+# Log state changes
+log_action() {
+  echo "$(date --iso-8601=seconds) | $1 | $2" >> campaign-actions.log
+}
+
+# Usage
+log_action "SUSPEND" "Campaign 790 suspended due to content error"
+```
+
+### 5. Review Before Archiving
+
+Ensure analytics captured:
+
+```bash
+#!/bin/bash
+# safe-archive.sh
+
+CAMPAIGN_ID=$1
+
+# Get final stats
+STATS=$(cakemail reports campaign $CAMPAIGN_ID -f json)
+
+# Save to file
+echo "$STATS" > "campaign-$CAMPAIGN_ID-stats.json"
+
+# Now archive
+cakemail campaigns archive $CAMPAIGN_ID
+
+echo "Stats saved and campaign archived"
+```
+
+## Troubleshooting
+
+### Campaign Stuck in "Sending"
+
+**Problem:** Campaign status "sending" for extended period
+
+**Investigation:**
+```bash
+# Check how long it's been sending
+$ cakemail campaigns get 790 -f json | jq '{status, sending_started_at, sent_count, total_recipients}'
+```
+
+**Solutions:**
+- Large lists take time (normal for 10k+ contacts)
+- Contact support if > 4 hours with no progress
+- Check account status for issues
+
+### Cannot Suspend Campaign
+
+**Error:** "Campaign cannot be suspended"
+
+**Possible reasons:**
+- Campaign already completed
+- Campaign not in "sending" status
+- Too close to completion
+
+**Check status:**
+```bash
+$ cakemail campaigns get 790 -f json | jq '.status'
+```
+
+### Suspended Campaign Won't Resume
+
+**Problem:** Resume command fails
+
+**Solutions:**
+```bash
+# Check if campaign cancelled
+$ cakemail campaigns get 790 -f json | jq '.status'
+
+# If cancelled, cannot resume (create new campaign)
+
+# If suspended, try again
+$ cakemail campaigns resume 790
+```
+