Functional Requirements

This document outlines the focused and prioritized functional requirements for GripDay, an open-core B2B marketing automation platform built with microservices architecture. These requirements are organized by priority to support rapid MVP delivery while maintaining architectural flexibility for future scaling.

🎯 MVP Requirements (Phase 1 - Critical Path)

MVP-1: Contact & Account Management (CRITICAL)

Priority: 🔥 CRITICAL - Foundation Service
Epic: Contact Management Microservice
Business Value: Core B2B relationship management

User Story: As a B2B marketer, I want to manage contacts and their associated companies, so that I can track leads through complex B2B sales cycles.

Acceptance Criteria

WHEN creating contacts THEN the system SHALL store essential contact information (name, email, phone, company) with tenant isolation
WHEN managing companies THEN the system SHALL support company profiles with multiple associated contacts and custom fields
WHEN importing contacts THEN the system SHALL support CSV import with validation, error handling, and duplicate detection
WHEN viewing contacts THEN the system SHALL provide searchable contact list with advanced filtering and Elasticsearch integration
WHEN tracking activities THEN the system SHALL record contact interactions via Kafka events (email opens, clicks, form submissions)
WHEN managing relationships THEN the system SHALL support contact-to-company associations with primary company logic
WHEN handling data THEN the system SHALL implement tenant-aware data isolation with PostgreSQL per tenant

Technical Implementation:

Contact Management Microservice with Spring Boot 3
PostgreSQL database with CloudNativePG operator
Kafka event publishing for activity tracking
Elasticsearch integration for advanced search
REST APIs with OpenAPI documentation

API Endpoints:

GET    /api/v1/contacts              - List contacts with filtering
POST   /api/v1/contacts              - Create contact
GET    /api/v1/contacts/{id}         - Get contact details
PUT    /api/v1/contacts/{id}         - Update contact
DELETE /api/v1/contacts/{id}         - Delete contact
POST   /api/v1/contacts/import       - Bulk import contacts
GET    /api/v1/contacts/export       - Export contacts
GET    /api/v1/contacts/search       - Advanced search
POST   /api/v1/contacts/segments     - Create segment
GET    /api/v1/contacts/segments     - List segments

MVP-2: Email Marketing (CRITICAL)

Priority: 🔥 CRITICAL - Core Communication
Epic: Email Marketing Microservice
Business Value: Essential marketing communication

User Story: As a marketer, I want to create and send email campaigns, so that I can nurture leads and communicate with prospects.

Acceptance Criteria

WHEN creating emails THEN the system SHALL provide email editor with HTML templates and responsive design
WHEN sending emails THEN the system SHALL support immediate and scheduled delivery via multiple SMTP providers
WHEN tracking emails THEN the system SHALL record opens, clicks, bounces, and unsubscribes with comprehensive analytics
WHEN personalizing emails THEN the system SHALL support token replacement and dynamic content based on contact data
WHEN managing lists THEN the system SHALL support segment-based targeting with dynamic filtering
WHEN processing delivery THEN the system SHALL use Kafka queues for reliable email processing and retry mechanisms
WHEN handling bounces THEN the system SHALL integrate with IMAP for bounce processing and list hygiene

Technical Implementation:

Email Marketing Microservice with Spring Boot 3
Multi-provider SMTP integration (SendGrid, Mailjet, Amazon SES)
Kafka-based email queue processing
Comprehensive tracking with Redis caching
Template engine with personalization

API Endpoints:

GET    /api/v1/emails/templates     - List email templates
POST   /api/v1/emails/templates     - Create template
GET    /api/v1/emails/templates/{id} - Get template
PUT    /api/v1/emails/templates/{id} - Update template
POST   /api/v1/emails/send          - Send email
POST   /api/v1/emails/campaigns     - Create campaign
GET    /api/v1/emails/campaigns     - List campaigns
GET    /api/v1/emails/tracking/{id} - Email tracking data

MVP-3: Campaign Automation (CRITICAL)

Priority: 🔥 CRITICAL - Automation Engine
Epic: Campaign Automation Microservice
Business Value: Marketing workflow automation

User Story: As a marketing automation specialist, I want to create sophisticated campaign workflows, so that I can automate complex marketing processes and lead nurturing.

Acceptance Criteria

WHEN building campaigns THEN the system SHALL provide workflow builder with drag-and-drop functionality
WHEN executing campaigns THEN the system SHALL support email sequences, delays, and conditional logic
WHEN triggering campaigns THEN the system SHALL support form submission, email behavior, and time-based triggers
WHEN managing workflows THEN the system SHALL support complex branching with if/then conditions
WHEN monitoring campaigns THEN the system SHALL provide real-time performance metrics and contact flow tracking
WHEN processing events THEN the system SHALL use Kafka for event-driven campaign execution
WHEN scaling execution THEN the system SHALL support parallel processing with horizontal scaling

Technical Implementation:

Campaign Automation Microservice with workflow engine
Kafka event processing for real-time triggers
Redis for campaign state management
Workflow execution with step-by-step processing
Campaign analytics and performance tracking

API Endpoints:

GET    /api/v1/campaigns            - List campaigns
POST   /api/v1/campaigns            - Create campaign
GET    /api/v1/campaigns/{id}       - Get campaign details
PUT    /api/v1/campaigns/{id}       - Update campaign
DELETE /api/v1/campaigns/{id}       - Delete campaign
POST   /api/v1/campaigns/{id}/start - Start campaign
POST   /api/v1/campaigns/{id}/stop  - Stop campaign
GET    /api/v1/campaigns/{id}/stats - Campaign statistics

MVP-4: Form Builder (CRITICAL)

Priority: 🔥 CRITICAL - Lead Capture
Epic: Form Builder Microservice
Business Value: Lead generation and data collection

User Story: As a web developer, I want to create sophisticated lead capture forms, so that I can generate leads from various sources and integrate with websites.

Acceptance Criteria

WHEN creating forms THEN the system SHALL provide form builder with 15+ field types (text, email, select, checkbox, etc.)
WHEN embedding forms THEN the system SHALL support JavaScript, iframe, and HTML embedding methods
WHEN submitting forms THEN the system SHALL validate data, process submissions, and create/update contacts
WHEN implementing progressive profiling THEN the system SHALL hide known fields and show new fields based on contact data
WHEN processing submissions THEN the system SHALL trigger campaign enrollment and send notifications
WHEN tracking performance THEN the system SHALL provide form analytics, conversion rates, and submission tracking
WHEN handling security THEN the system SHALL implement CAPTCHA, honeypot protection, and CSRF validation

Technical Implementation:

Form Builder Microservice with Spring Boot 3
Form rendering engine for multiple embedding methods
Integration with Contact Management Service
Form analytics with Elasticsearch
Security validation and spam protection

API Endpoints:

GET    /api/v1/forms                - List forms
POST   /api/v1/forms                - Create form
GET    /api/v1/forms/{id}           - Get form details
PUT    /api/v1/forms/{id}           - Update form
DELETE /api/v1/forms/{id}           - Delete form
GET    /api/v1/forms/{id}/embed     - Get embed code
POST   /api/v1/forms/{id}/submit    - Submit form
GET    /api/v1/forms/{id}/stats     - Form statistics

MVP-5: Lead Scoring (CRITICAL)

Priority: 🔥 CRITICAL - Qualification Engine
Epic: Scoring Microservice
Business Value: Lead prioritization and qualification

User Story: As a sales manager, I want to score leads based on their behavior and attributes, so that I can prioritize follow-up activities and focus on qualified prospects.

Acceptance Criteria

WHEN configuring scoring THEN the system SHALL support point-based scoring rules with categories and weights
WHEN tracking behavior THEN the system SHALL award points for email opens, clicks, form submissions, and website visits
WHEN calculating scores THEN the system SHALL provide real-time score updates with Redis caching
WHEN managing thresholds THEN the system SHALL support score-based campaign triggers and automated actions
WHEN reporting scores THEN the system SHALL provide lead score distribution and analytics
WHEN handling companies THEN the system SHALL support separate company scoring independent of contact scoring
WHEN processing events THEN the system SHALL use Kafka events for real-time score calculation

Technical Implementation:

Scoring Microservice with real-time calculation engine
Kafka event processing for behavior tracking
Redis caching for performance optimization
Scoring rules engine with flexible configuration
Analytics integration for score reporting

API Endpoints:

GET    /api/v1/scoring/rules        - List scoring rules
POST   /api/v1/scoring/rules        - Create scoring rule
GET    /api/v1/scoring/rules/{id}   - Get scoring rule
PUT    /api/v1/scoring/rules/{id}   - Update scoring rule
DELETE /api/v1/scoring/rules/{id}   - Delete scoring rule
GET    /api/v1/scoring/contacts/{id} - Get contact score
GET    /api/v1/scoring/companies/{id} - Get company score
GET    /api/v1/scoring/leaderboard  - Score leaderboard

MVP-6: Analytics & Reporting (CRITICAL)

Priority: 🔥 CRITICAL - Business Intelligence
Epic: Analytics Microservice
Business Value: Performance measurement and optimization

User Story: As a marketing manager, I want comprehensive analytics and reporting, so that I can measure campaign performance, track ROI, and optimize marketing strategies.

Acceptance Criteria

WHEN viewing dashboards THEN the system SHALL display real-time metrics (contacts, emails sent, opens, clicks, conversions)
WHEN analyzing campaigns THEN the system SHALL provide campaign performance reports with attribution tracking
WHEN tracking contacts THEN the system SHALL show contact activity timelines and engagement analytics
WHEN exporting data THEN the system SHALL support CSV, PDF, and Excel export formats
WHEN monitoring system THEN the system SHALL provide system health metrics and performance monitoring
WHEN calculating ROI THEN the system SHALL provide revenue attribution and conversion tracking
WHEN aggregating data THEN the system SHALL use Kafka streams for real-time data processing

Technical Implementation:

Analytics Microservice with data aggregation engine
Elasticsearch for advanced analytics and search
Real-time data processing with Kafka Streams
Dashboard with customizable widgets
Report generation with multiple export formats

API Endpoints:

GET    /api/v1/analytics/dashboard  - Dashboard metrics
GET    /api/v1/analytics/campaigns  - Campaign analytics
GET    /api/v1/analytics/contacts   - Contact analytics
GET    /api/v1/analytics/emails     - Email analytics
GET    /api/v1/analytics/forms      - Form analytics
POST   /api/v1/analytics/reports    - Generate report
GET    /api/v1/analytics/reports/{id} - Get report
GET    /api/v1/analytics/export     - Export data

🚀 Extended Requirements (Phase 2 - Post-MVP)

EXT-1: Advanced Segmentation

Priority: 🟡 HIGH - Enhanced Targeting
User Story: As a marketer, I want advanced segmentation capabilities, so that I can target specific groups with precision.

Key Features

Complex filter combinations with AND/OR operators
Dynamic segments with automatic rebuilding
Behavioral segmentation based on activity patterns
Company-based segmentation for account-based marketing
Custom field integration for flexible filtering

API Endpoints

GET    /api/v1/segments             - List segments
POST   /api/v1/segments             - Create segment
GET    /api/v1/segments/{id}        - Get segment details
PUT    /api/v1/segments/{id}        - Update segment
DELETE /api/v1/segments/{id}        - Delete segment
POST   /api/v1/segments/{id}/rebuild - Rebuild segment
GET    /api/v1/segments/{id}/contacts - Get segment contacts

EXT-2: Multi-Channel Communication

Priority: 🟡 HIGH - Channel Expansion
User Story: As a multi-channel marketer, I want diverse communication channels, so that I can reach contacts through their preferred methods.

Key Features

SMS messaging with provider integrations
Push notifications for web and mobile
Social media monitoring and engagement
UTM parameter tracking and analytics
Multi-channel preference management

API Endpoints

POST   /api/v1/channels/sms/send    - Send SMS
POST   /api/v1/channels/push/send   - Send push notification
GET    /api/v1/channels/preferences - Get channel preferences
PUT    /api/v1/channels/preferences - Update preferences
GET    /api/v1/channels/analytics   - Channel analytics

EXT-3: Advanced Analytics & Attribution

Priority: 🟡 HIGH - Business Intelligence
User Story: As a business analyst, I want advanced analytics capabilities, so that I can measure multi-touch attribution and optimize ROI.

Key Features

Multi-touch attribution modeling
Revenue tracking and ROI calculations
Predictive analytics and forecasting
Custom dashboard creation
Advanced report scheduling and delivery

API Endpoints

GET    /api/v1/analytics/attribution - Attribution analysis
GET    /api/v1/analytics/revenue    - Revenue analytics
GET    /api/v1/analytics/predictions - Predictive analytics
POST   /api/v1/analytics/dashboards - Create custom dashboard
GET    /api/v1/analytics/forecasts  - Forecasting data

EXT-4: Integration Ecosystem

Priority: 🟡 HIGH - Platform Connectivity
User Story: As an integration specialist, I want extensive integration capabilities, so that I can connect GripDay with other business systems.

Key Features

CRM bidirectional sync (Salesforce, HubSpot, Pipedrive)
Marketing tool integrations (Google Analytics, Facebook Ads)
Webhook system for real-time data exchange
API marketplace for third-party integrations
Custom integration development framework

API Endpoints

GET    /api/v1/integrations         - List integrations
POST   /api/v1/integrations         - Create integration
GET    /api/v1/integrations/{id}    - Get integration details
PUT    /api/v1/integrations/{id}    - Update integration
DELETE /api/v1/integrations/{id}    - Delete integration
POST   /api/v1/integrations/{id}/sync - Trigger sync
GET    /api/v1/integrations/{id}/logs - Integration logs

EXT-5: AI-Powered Features

Priority: 🟢 MEDIUM - Intelligence Enhancement
User Story: As a marketing professional, I want AI-powered insights, so that I can optimize campaigns and improve performance automatically.

Key Features

Predictive lead scoring with machine learning
Content optimization recommendations
Send time optimization
Automated A/B testing
Behavioral pattern recognition

API Endpoints

GET    /api/v1/ai/predictions       - AI predictions
POST   /api/v1/ai/optimize          - Optimize campaign
GET    /api/v1/ai/recommendations   - AI recommendations
POST   /api/v1/ai/analyze           - Analyze performance
GET    /api/v1/ai/insights          - AI insights

📋 Success Criteria & Metrics

MVP Success Metrics

Metric	Target	Measurement
API Response Time	< 200ms (95th percentile)	Application monitoring
System Uptime	99.9%	Infrastructure monitoring
Email Delivery Rate	> 98%	Email service metrics
Form Conversion Rate	Baseline + 20%	Analytics tracking
Campaign Execution Time	< 5s per step	Workflow monitoring
Contact Import Speed	10,000 contacts/minute	Performance testing

Business Impact Metrics

Metric	Target	Measurement
Lead Processing Time	50% reduction	Workflow analytics
Campaign Setup Time	60% reduction	User experience metrics
Data Quality Score	> 95%	Data validation metrics
User Adoption Rate	> 80% within 30 days	Usage analytics
Customer Satisfaction	> 4.5/5	User feedback surveys

🔄 Implementation Phases

Phase 1: MVP Core (Weeks 1-16)

Weeks 1-3: Kubernetes infrastructure setup
Weeks 4-8: Core microservices development
Weeks 9-12: Advanced microservices
Weeks 13-16: Analytics and frontend

Phase 2: Enhanced Features (Weeks 17-24)

Advanced segmentation and scoring
Multi-channel communication
Enhanced integrations
Advanced analytics

Phase 3: Enterprise Features (Weeks 25-32)

AI-powered insights
Advanced security and compliance
Enterprise integrations
Global deployment capabilities

📊 Technical Architecture Alignment

Microservices Architecture

Contact Management Service: Contact and company lifecycle
Email Marketing Service: Email creation, delivery, tracking
Campaign Automation Service: Workflow engine and execution
Form Builder Service: Form creation and submission processing
Scoring Service: Lead scoring and qualification
Analytics Service: Reporting and business intelligence
API Gateway: Service orchestration and security
User Service: Centralized auth and authorization

Technology Stack

Backend: Java 21, Spring Boot 3, Spring Security 6
Frontend: React 19, TypeScript, Mantine UI
Database: PostgreSQL 16+ with CloudNativePG
Messaging: Apache Kafka with Strimzi operator
Caching: Redis 7+ for performance optimization
Search: Elasticsearch 8+ for analytics and search
Infrastructure: Kubernetes with Istio service mesh
Observability: Prometheus, Grafana, Jaeger, ELK Stack

Non-Functional Requirements - Performance, security, and scalability requirements
MVP Requirements - Detailed MVP specifications
System Design - Technical architecture overview
Microservices Architecture - Service-level design details

This document serves as the definitive guide for functional requirements and should be referenced during all development planning, implementation, and testing activities.

Functional Requirements ​

🎯 MVP Requirements (Phase 1 - Critical Path) ​

MVP-1: Contact & Account Management (CRITICAL) ​

Acceptance Criteria ​

MVP-2: Email Marketing (CRITICAL) ​

Acceptance Criteria ​

MVP-3: Campaign Automation (CRITICAL) ​

Acceptance Criteria ​

MVP-4: Form Builder (CRITICAL) ​

Acceptance Criteria ​

MVP-5: Lead Scoring (CRITICAL) ​

Acceptance Criteria ​

MVP-6: Analytics & Reporting (CRITICAL) ​

Acceptance Criteria ​

🚀 Extended Requirements (Phase 2 - Post-MVP) ​

EXT-1: Advanced Segmentation ​

Key Features ​

API Endpoints ​

EXT-2: Multi-Channel Communication ​

Key Features ​

API Endpoints ​

EXT-3: Advanced Analytics & Attribution ​

Key Features ​

API Endpoints ​

EXT-4: Integration Ecosystem ​

Key Features ​

API Endpoints ​

EXT-5: AI-Powered Features ​

Key Features ​

API Endpoints ​

📋 Success Criteria & Metrics ​

MVP Success Metrics ​

Business Impact Metrics ​

🔄 Implementation Phases ​

Phase 1: MVP Core (Weeks 1-16) ​

Phase 2: Enhanced Features (Weeks 17-24) ​

Phase 3: Enterprise Features (Weeks 25-32) ​

📊 Technical Architecture Alignment ​

Microservices Architecture ​

Technology Stack ​

📚 Related Documentation ​

Functional Requirements

🎯 MVP Requirements (Phase 1 - Critical Path)

MVP-1: Contact & Account Management (CRITICAL)

Acceptance Criteria

MVP-2: Email Marketing (CRITICAL)

Acceptance Criteria

MVP-3: Campaign Automation (CRITICAL)

Acceptance Criteria

MVP-4: Form Builder (CRITICAL)

Acceptance Criteria

MVP-5: Lead Scoring (CRITICAL)

Acceptance Criteria

MVP-6: Analytics & Reporting (CRITICAL)

Acceptance Criteria

🚀 Extended Requirements (Phase 2 - Post-MVP)

EXT-1: Advanced Segmentation

Key Features

API Endpoints

EXT-2: Multi-Channel Communication

Key Features

API Endpoints

EXT-3: Advanced Analytics & Attribution

Key Features

API Endpoints

EXT-4: Integration Ecosystem

Key Features

API Endpoints

EXT-5: AI-Powered Features

Key Features

API Endpoints

📋 Success Criteria & Metrics

MVP Success Metrics

Business Impact Metrics

🔄 Implementation Phases

Phase 1: MVP Core (Weeks 1-16)

Phase 2: Enhanced Features (Weeks 17-24)

Phase 3: Enterprise Features (Weeks 25-32)

📊 Technical Architecture Alignment

Microservices Architecture

Technology Stack

📚 Related Documentation