1. Navigating to the Marketing Review page

Click on the Marketing Review menu option of the left panel.

Fig: 1 - Marketing Review menu option

Clicking on this menu option loads the Marketing Review page showing the list of all documents used for marketing purposes which are uploaded for review or the review is either in remediation or is completed. Here is the view of the loaded page.

Fig: 2 - Marketing Review page view

2. Understanding the various elements of the Marketing Review page

SurgeONE leverages advanced AI to deliver real-time, on-demand, intelligent surveillance across multiple communication channels. It empowers compliance teams to scale effortlessly while maintaining precision and control.

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 3 - Understanding the various elements of the Marketing Review List

1. Search bar to filter out results and refresh icon to remove search input query
2. Grid view column populates the loaded or filtered result(s)
3. ACTION column contains the toggled row-context menu option(s)
4. + Upload Document button to create a new entry
5. Vertical ellipsis icon beside + Upload Document button to customize the grid view columns
6. Pagination options are provided at the bottom to control the page items limit and to navigate to other page entries

2.1. Searching for Marketing Review entries

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Here is the view of filters section having the search bar and the refresh icon.

Fig: 4 - Search bar along with the refresh icon

2.1.1. Search bar

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You can use the search bar to enter text and find matching results.

Based on the text entered, matching results are listed out.

Fig: 5 - Filtered results

If results are not found based on the search query, the grid displays the No matching records found label.

Fig: 6 - No matching records found

2.1.2. Refresh icon

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Click the refresh icon to clear any input within the search bar and reset it to its default blank state. The grid view will automatically update, displaying the most recent incident records. This action facilitates a streamlined interface, ensuring users maintain access to current data without residual search constraints.

Fig: 7 - Option to refresh the list by removing any search input text

2.2. Understanding the grid view

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The grid view displays all marketing review entries. The following columns are present in it by default:

Fig: 8 - Marketing Review grid view

1. Title: Here a Review For label is displayed followed by the uploaded document name, which is again followed up with a By label before the user name who uploaded it. For example - ''Review For BMW Overview Doc.docx By Riley Parker'' text displayed in this column signifies that the ''BMW Overview Doc.docx'' was uploaded for review by the username ''Riley Parker''.
2. Status: Indicates the current stage of the review process, such as Needs Review, Back to Submitter, Approved, AI Response Error, etc.
3. Campaign: Refers to the broader marketing initiative or project the item is part of. The Campaign dropdown option which was selected at the time of uploading the marketing content entry gets displayed here.
4. Target Audience: Specifies the intended group or demographic for the marketing content. The Target Audience dropdown option which was selected at the time of uploading the marketing content entry gets displayed here.
5. Type of Document: Classifies the nature or format of the submitted material. The Type of Document dropdown option which was selected at the time of uploading the marketing content entry gets displayed here.
6. Channel Type: Denotes the medium through which the content will be distributed. The Channel Type dropdown option which was selected at the time of uploading the marketing content entry gets displayed here.
7. Notes for the Reviewer: Additional context or comments provided to guide the review process. This is fetched from the entered notes of the Notes for the Reviewer field, provided at the time of uploading the marketing document.
8. Action: Contains the vertical ellipsis icon which can be used to toggle the row-context menu option(s). More details about the associated functionalities have been explained in the following sub-section.

2.3. Using the View context menu option of the Action column

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Click on the vertical ellipsis icon against any displayed row entry of the grid view to toggle the row-context menu options.

After clicking on it, the following menu option is visible.

Fig: 9 - Visible menu option

2.3.1. Using the View menu option

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Click on the vertical ellipsis icon against any displayed row entry of the grid view to toggle the row-context menu option labeled as View.

After clicking on it, the following modal window loads titled as Marketing Review Request Details.

Fig: 10 - Marketing Review Request Details

The following information are displayed under the Basic Information section:

1. Title: Displays the title of the marketing review document.
2. Status: Displays the current status of the entry to indicate whether it is yet to be started, in progress, encountered AI response error while processing, is sent back to submitter or already completed.
3. Approver: Displays the username of the approver.
4. Campaign: Displays the chosen campaign as per the dropdown selection, if it was made during the marketing content review entry creation.
5. Target Audience: Displays the chosen target audience as per the dropdown selection, if it was made during the marketing content review entry creation.
6. Type of Document: Displays the chosen type of document as per the dropdown selection, if it was made during the marketing content review entry creation.
7. Channel Type: Displays the chosen channel type as per the dropdown selection, if it was made during the marketing content review entry creation.
8. Notes for the Reviewer: Displays the entered notes, if it was specified during the marketing content review entry creation.
9. Date of Approval: Displays the applicable approval date if the entry is already approved.

The following information are displayed under the Review For Employee section:

1. NAME: Displays the full name of the assigned user(s)
2. EMAIL: Displays the linked email address of the selected user(s)
3. LATEST REVIEW STATUS: Displays the most recent status of the entry
4. ACTION(S): Contains the vertical ellipsis icon which can be used to toggle the context menu option labeled as View Details. More information regarding this feature has been elaborated in the following sub-section.

A refresh icon is present beside the Review For Employee section header. Click on it to refresh the displayed data of this section.

2.3.2. Using the View Details menu option

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Click on the vertical ellipsis icon against any displayed row entry of the Marketing Review Request Details modal window to toggle the row-context menu option labeled as View Details.

Fig: 11 - Clicking on the View Details menu option

After clicking on it, the following modal window loads titled as Uploaded Documents.

Fig: 12 - Uploaded Documents modal window

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 13 - Understanding the various elements of the Marketing Review page

1. Search bar to filter out results.
2. Grid view column populates the loaded or filtered result(s)
3. The right-most column contains the icons to download the document, view the AI review report and download the report
4. Pagination options are provided at the bottom to control the page items limit and to navigate to other page entries
5. Export button to generate pdf copy of the contents

2.3.2.1. Performing search operation

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You can enter text in the search bar to quickly find listed items. A refresh icon is present beside the search bar. Click on it to refresh the displayed data of this modal window.

The following screenshot displays an executed search operation. The search operation occurs on all fields' data.

Fig: 14 - Search operation executed and displaying matching result

2.3.2.2. Understanding the grid data of Uploaded Documents modal window

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The grid view displays the dataset related to the review operation. The following columns are displayed:

1. Document Name - It displays the name of associated file as per the title.
2. Version - It shows the document version.
3. Uploaded On - Displays the date of uploading of the document.
4. Latest Review Status - Shows the current status of the entry
5. AI Response Time (sec) - It is the time taken by the AI to perform assessment. It is zero when there are no issues encountered by the AI.
6. Issue Count - Shows the number of AI detected issues, if any.
7. AI Risk Score (10 -> 100) - Shows the AI calculated risk score of the contents of the document
8. Action - This column contains icons to download the document, view the AI review details and download the report

2.3.2.3. Using the Action column icons of Uploaded Documents modal window

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As mentioned above there are three icons displayed here. Click on the former (download) icon to download a local copy of the document which was uploaded for review.

Fig: 15 - Downloading the document which was uploaded for review

Click on the second (binoculars) icon to view the comprehensive AI assessment. Clicking on it loads a AI Review Details modal view with the AI generated Issue On Line, Justification and Suggested Remediation.

Fig: 16 - Inactive icon for viewing AI assessment feedback

A Back button is also provided at the bottom-left, to navigate back to the previous view.

Click on the third (download report) icon to download a local pdf copy of the associated AI reviews.

Fig: 17 - Downloaded pdf file contents

2.3.2.4. Using the Pagination options of this modal window

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Pagination options are provided at the bottom-left, to navigate through multiple pages of entries, which populate the grid view as per the selected count of items per page.

2.3.2.5. Exporting AI Reviews

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Click on the Export button at the bottom right to download a PDF copy of the comprehensive AI assessment. It performs the same action as that of the download report icon, and hence the functionality has not been repeated here.

2.4. Uploading a new Marketing Review entry

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Click on the + Upload Document button at the top right, to proceed to upload a new Marketing Review entry for your organization.

Fig: 18 - + Upload Document button

2.4.1. Step #1 - Providing Form Details

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The following page loads. Enter form-specific details here. Perform the following activities to provide necessary details in the Schedule Details tab:

Fig: 19 - Schedule Details tab view

1. The Title field is disabled and set with placeholder text Review For by default. You cannot enter an appropriate name for the new Marketing Review activity in the Title field as it is a read-only field.
2. The Status field is disabled and set as Uploaded by default. You cannot edit it, as it is a read-only field.
3. Select a dropdown option of the Campaign dropdown field. It is an optional field.

Fig: 20 - Setting the applicable Campaign using the provided dropdown options

4. Select a dropdown option of the Target Audience dropdown field. It is an optional field.

Fig: 21 - Setting the applicable Target Audience using the provided dropdown options

5. Select a dropdown option of the Type of Document dropdown field. It is an optional field.

Fig: 22 - Setting the applicable Type of Document using the provided dropdown options

6. Select a dropdown option of the Channel Type dropdown field. It is an optional field.

Fig: 23 - Setting the applicable Channel Type using the provided dropdown options

7. If you want, you can enter relevant notes in the Notes for the Reviewer field.

Fig: 24 - Entering applicable notes

8. Click on the Next button (at the bottom right) to go to the employee selection stage.

Fig: 25 - Next button to proceed to the second tab

2.4.2. Step #2 – Providing Document Details

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In the second stage, which is titled as Document Details, you can select a created user (who has necessary permissions granted).

Fig: 26 - Document Details tab view

1. Click on the Click to Upload Document button.

Fig: 27 - Document Details tab view

An Open modal window loads for you to browse and select the marketing document which you wish for the AI to review. You can upload .pdf or .doc or .docx format documents here.

Fig: 28 - Loaded modal window to upload document for review

2. Browse and select the appropriate document. Click on the Open button to upload it.

Fig: 29 - Selecting and uploading a compatible document for review

3. The selected document gets listed in the Entries grid view. Click on the Submit button (at the bottom right) to create the Marketing Review entry.

Fig: 30 - Creating Marketing Review entry visible in grid view

4. You will be redirected to the Marketing Review page. The created entry can be found listed on the grid view.

Fig: 31 - View of the created entry

2.5. Customizing the grid view columns

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1. To alter the columns of the view, you can click on the vertical ellipsis icon at the right of the + Upload Document button.

Fig: 37 - Option to proceed to customize the applicable columns

A Marketing Review Columns modal window loads to display the list of columns and its current selection. The columns of the grid view which are visible by default are pre-selected in this modal window. You can customize and control the columns displayed in the grid view. This feature enables you to tailor the grid view to show data which enhance user experience by providing flexibility and control, making it easier to focus on the most pertinent details.

2. Make permissible checkbox selections under the Marketing Review header to set the grid view according to your preference. The checkbox selections which cannot be modified are greyed-out.

Fig: 38 - Loaded modal window

The following selectable items (column labels) are displayed in the loaded modal window. Refer to the following table:

Sl. No.	Column Label
1	Title
2	Status
3	Campaign
4	Target Audience
5	Type of Document
6	Channel Type
7	Notes for the Reviewer
8	Approver
9	Date of Approval

3. Click on the Save button to store changes made and close this modal window.

Fig: 39 - Customizing the applicable columns

2.6. Using the Pagination options of the Marketing Review List

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Pagination options are provided at the bottom-left, to navigate through multiple pages of entries, which populate the grid view as per the selected count of items per page.

Fig: 41 - Pagination options

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