# Trucking State-Campaign Send Runbook

Companion to `trucking-marketing-send-plan.md`. The plan ranks the sends; this
runbook is the exact, repeatable procedure to launch them. Everything up to the
final "start the send" step is safe and idempotent. **Starting a bulk send is
irreversible** and is the only step that should be run deliberately by an
operator.

## Prerequisites

- `DATABASE_URL` pointing at production Postgres (FMCSA census + compliance_orders).
- `LISTMONK_URL`, `LISTMONK_USER`, `LISTMONK_PASS` for the Listmonk instance.
- Migrations applied through at least `083_fmcsa_campaign_tracking.sql`
  (`listmonk_campaign_type`, `listmonk_sent_at`) and, for fulfillment status,
  `086_state_trucking_fulfillment_status.sql`.

## Prioritized send order

Lowest fulfillment friction first (see the plan for the rationale):

1. **NY HUT setup** — clean tax-pro authorization (E-ZRep / TR-2000).
2. **CT Highway Use Fee** — electronic via myconneCT, CSV vehicle import.
3. **DOT Drug & Alcohol Program** — no state portal; recurring.
4. **New Carrier Startup Bundle** — broad cross-sell; data-targeted.
5. **CA MCP + CARB** — medium friction (portal + insurance coordination).

## Step 1 — Build/refresh the audience lists

The draft campaigns and their lists are created by:

```sh
LISTMONK_URL=… LISTMONK_USER=api LISTMONK_PASS=… \
  python3 scripts/setup_trucking_campaigns.py
```

This is **safe**: it creates draft campaigns (NY HUT, CT HUF, D&A, CA MCP, New
Carrier Startup, hazmat) and sends a single test to `CAMPAIGN_TEST_EMAIL`. It
does not start any bulk send.

For the New Carrier Startup list specifically, populate it with the
data-targeted, billed-at-cost-aware audience (carriers with usable email, recent
FMCSA `add_date`, small fleet, and no paid Performance West startup order):

```sh
# Preview first — read-only, prints sample candidates and a count.
DATABASE_URL=… python3 scripts/populate_new_carrier_startup_campaign.py --dry-run

# Then import (does NOT mark listmonk_sent_at; adding to a list != sending).
DATABASE_URL=… LISTMONK_URL=… LISTMONK_PASS=… \
  python3 scripts/populate_new_carrier_startup_campaign.py --limit 500 --recent-days 180
```

Subscriber attributes set: `company`, `dot_number`, `state`, `city`, `trucks`,
`drivers`, `add_date`, `missing_items_html`, `startup_score`.

State lists (NY/CT/CA) are populated from the FMCSA census by base/operating
state. Use the state-segment tooling to attach carriers by `phy_state` /
operating-state to each list before sending.

## Step 2 — Review the draft + test send

In Listmonk, open each draft campaign and:

- confirm the subject and `missing_items_html` / company merge tags render;
- confirm the list count is the audience you expect;
- confirm the test email looks correct in a real inbox (rendering, links, CTA).

## Step 3 — Start the send (operator action, irreversible)

Send one campaign at a time, in the priority order above, and watch
deliverability/bounces before starting the next. In Listmonk, set the campaign
status to `running` (or `scheduled` with a send time).

For the scheduled MCS-150 / inactive-USDOT regional sends, the nightly builder
`build_trucking_campaigns.py` already schedules per timezone; the state campaigns
here are launched manually so each can be paced.

After a state campaign sends, record campaign-type-specific tracking
(`listmonk_campaign_type`) rather than the global `listmonk_sent_at`, so an
unrelated future campaign to the same carrier is not blocked.

## Fulfillment expectation set at send time

Every state-filing campaign points at a paid service whose fulfillment now
follows the `compliance_orders.fulfillment_status` machine (migration 086):

```
authorization_required -> authorization_signed -> awaiting_customer_delegation
  -> awaiting_secure_credentials -> awaiting_government_fee_approval
  -> awaiting_insurance_filing -> ready_to_file -> filed_waiting_state -> completed
```

The first customer touch after purchase is the **Limited Authorization to File**
e-sign (the signature is stamped exactly on the form's signature line), so the
campaign copy and order pages already disclose the authorization step and the
billed-at-cost government fees.
