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Increasing efficiency of a customer engagement platform 

Project type

Product fixes & testing

Timeline

Jun 2022 - Sep 2023

Role

Product Designer

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OVERVIEW

Worked with customer Engagement B2B tool that helps Businesses scale their customer base and providing each of them with a unique experience through multi channel marketing. I helped ship new features straight from refining PRDs with the research and product management team, all the way into engineering and testing with users.

TARGET AUDIENCE

Marketing professionals in companies like Swiggy, Oyo, Motorola and many more

FEATURES

Campaign analytics and trends

Keeping in line with Upstox’ design language, while aiming to be more clean, minimal and relatable, we worked to develop a unique illustration style that talks to the audience.

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Conducted A/B Tests for the campaign overview functionality

We spoke to over 15+ clients and product stakeholders, who gave us great insights into what worked for them in terms of analysing and comparing campaigns. This helped us tweak our design solutions to match user expectations perfectly. 

TESTING

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We explored different tab styles. One, with the number of each tab acting as a clear dashboard for the campaign page while the other just acts a tab with the number of campaigns as a secondary information.

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We also tried out different ways of data visualisation to better help users compare campaign metrics across different campaigns. 

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We used plain numericals for users to compare percentage values easily without the visual clutter.

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We used bar graphs to group different metrics under the tabular heading 'performance' in a single colour to make comparison easier

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We used bar graphs to group different metrics under the tabular heading 'performance' with multiple colours to identify each metric with a specific colour

Status tags were prominently displayed each with a specific colour assigned to it to help increase recall value for users.

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FEATURE DESIGN

Push templates and custom templates

Keeping in line with Upstox’ design language, while aiming to be more clean, minimal and relatable, we worked to develop a unique illustration style that talks to the audience.

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Linking product catalog across all marketing channels

Keeping in line with Upstox’ design language, while aiming to be more clean, minimal and relatable, we worked to develop a unique illustration style that talks to the audience.

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Campaign analytics and trends

Keeping in line with Upstox’ design language, while aiming to be more clean, minimal and relatable, we worked to develop a unique illustration style that talks to the audience.

CONCLUSION

Keeping in line with Upstox’ design language, while aiming to be more clean, minimal and relatable, we worked to develop a unique illustration style that talks to the audience.

TEAM

Pradhiksha

Product Team

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