Designing an Interactive Campaign
Our customers (financial institutions) run marketing campaigns for their cardholders by sending them offers where they can earn additional points or cash back. At the time we were sending out reports on these campaigns via spreadsheets and presentation decks.
Our vision was a self service dashboard that visualized the impact of campaigns.
UX, UI, User Interviews, Problem Exploration
Visual Designer, 2 UX Designers, Copywriter, 1 Developer
8 weeks for design including usability
Goal: Redesign the tool to make it a self serve tool, empowering our users to make marketing decisions without waiting on custom analytics requests. An added benefit would allow more frequent access to reporting, allowing them to shift strategies more frequently to optimize for their goals at more granular level.
Decide on next campaigns
Determine if meeting goals
Heuristic Evaluation &
We talked to analytics and the account team to get an idea of the way the problem was currently being solved. We also did a deep dive of the current reporting.
We talked to financial institutions of various sizes to better understand their current reporting experience and how it fits into the larger picture.
We created wires of the proposed interactions and data visualizations to present to the internal team, get their feedback and iterate.
We developed a high fidelity interactive prototype to ensure users could interact with the graphs and interpret them.
We worked on finalizing the visuals to be pixel perfect and allow for branding of the dashboard
We wrote the specs based on the final design
We handed offed the details specifications, along with the final visual design the developers in Invision for implementation.
Once the first iteration is implemented we will review the results for total quality control.
- The final design was received with excitement from our users and a high self reported rating. Users claimed it would help them make better decisions and would solve a major pain point.
- The dashboard is the first many of projects to be extended to enable automated reporting across the company for our clients, sales, client team and more.