TOOLS

Adobe Illustrator, InVision and Confluence

DELIVERABLES

Wireframes, prototypes, updates and additions to style guide / UI pattern library, svgs, final designs and specs

 

 

PROJECT

Add email sending functionality to the product

TEAM

VP of Product, Front-end Developer, Software Engineer, UX / UI Designer (me), plus people in supporting roles in QA, marketing and development

ROLE/CONTRIBUTION

Interface and visual design, interaction design, research, information architecture and QA

 

Situation

The product, a content management system for school websites, needed email sending capability to stay competitive and increase revenue

 

Project Goals

  • Provide a way for product users to send single and bulk emails
  • Unify UI of all communication tools in product
  • Review sent emails, recipients and status
  • Include email layout templates
  • Give recipients ability to manage preferences
 

Process

DISCOVERY & RESEARCH

The VP of Product conducted the initial discovery research to capture user needs and competitor offerings.

 

 

researched email senders - email status, layout templates, preview, manage preferences, stats, 

 

[storyboarding image - Personas - define needs of website admin vs teacher/regular user]

 

Define MVP and Information Architecture

details

user flow

Defining the sub-projects (mvp, progressive functionality)

  • Define versions to break project into smaller chunks and allow for the progressive addition of functionality

  • Mvp/versions:

    • send plain text email & preview email (and manage setup)

    • opt out (recipient subscription management) and email categories

    • View recipients

    • Add other layouts

    • Add newsletter (ability to pull in from other features)

    • Add ability for admins to send with other profiles (school, user, club, etc)

    • Stats on emails sent

    • Connect recipient lists to contact lists feature

 

unification of communication tools

collaborate with other ux/ui

wireframes

prototypes

testing

apply to other tools to clarify & unify

collaborate with dev / contact lists

 

manage preferences

match existing, but add new info to cover additional scenarios

 

Design iterations and user testing

  • Design & iterate & test

  • QA & problem solving with dev team

  • Collaborate with contact list and social media teams (Lavanya) to define consistent ui for

    • uploading and handling contact lists across features

    • Creating & sending a new message
 

email layouts

round 2 after mvp

testing more

A/B testing - collaborate with marketing and vp of product - onboarding

 

onboarding / marketing collaborations

 

Results

get usage data

how many emails, how many schools, how many recipients

it is one component of communication suite

  • KPIs

    • new products to market

    • new revenue growth opportunity with newsletter templates

 

Lessons

If your instinct tells you there is an easier way to present something in the interface, there probably is. Find it and implement as soon as possible.

When you take the time to think about and record the small details make sure the dev team knows that information exists and where to find it.