I had been tasked with designing two flows for an email marketing campaign web app called WhooshMail. The two flows will walk through the same screens but with two different user roles. The first role we’ll call “Admin” and will have the highest level of access while the second role, “Basic”, will only have access to a few features. WhooshMail is looking to improve the experience for both of these roles with their audience of small business owners and entrepreneurs.
I had been tasked with designing two flows for an email marketing campaign web app called WhooshMail. The two flows will walk through the same screens but with two different user roles. The first role we’ll call “Admin” and will have the highest level of access while the second role, “Basic”, will only have access to a few features. WhooshMail is looking to improve the experience for both of these roles with their audience of small business owners and entrepreneurs.
I had been tasked with designing two flows for an email marketing campaign web app called WhooshMail. The two flows will walk through the same screens but with two different user roles. The first role we’ll call “Admin” and will have the highest level of access while the second role, “Basic”, will only have access to a few features. WhooshMail is looking to improve the experience for both of these roles with their audience of small business owners and entrepreneurs.
Case study
Case study
Case study
WhooshMail
WhooshMail
WhooshMail
Small business owners want an easy way to keep in touch with their customers.
Stakeholder Hypothesis
By Simon Miller
By Simon Miller
By Simon Miller
Home Page
Home Page
Home Page
Email Edit Page
Email Edit Page
Scheduling Page
Scheduling Page
Send Page
Send Page
Dashboard Page
Dashboard Page
DESIGN PROCESS
Meeting with Client/Stakeholder. Turn idea from stakeholders and user research into concept.
Convert the designs into high fidelity mockups, with design system and developer hand off end with prototyping and user testing.
Developer stage and launching application/interface.
Problem statement
DESIGN PROCESS
Meeting with Client/Stakeholder. Turn idea from stakeholders and user research into concept.
Convert the designs into high fidelity Mockups, with design system and developer hand off end with prototyping and user testing.
Problem statement
DESIGN PROCESS
Meeting with Client/Stakeholder. Turn idea from stakeholders and user research into concept.
Convert the designs into high fidelity mockups, with design system and developer hand off end with prototyping and user testing.
Problem statement
Through improving the experience for our main user roles (admin and basic), we’d like to see an increase in user retention and also the number of campaigns sent.
Persona and user research
Persona and
user research
Persona and
user research
Admins:
Mostly ages 40-60
Primarily based in the United States
Small business owners
High School/GED or Bachelor’s Degree
Ready to be their own boss
Pursuing their passions
Used their personal funds to get started
Basic:
Mostly ages 20-40
Primarily based in the United States
Work for a small business
High School/GED
Admins:
Mostly ages 40-60
Primarily based in the United States
Small business owners
High School/GED or Bachelor’s Degree
Ready to be their own boss
Pursuing their passions
Used their personal funds to get started
Basic:
Mostly ages 20-40
Primarily based in the United States
Work for a small business
High School/GED
Admin Personality
Admin
Personality
Basic
Personality
AIming For:
AIming For:
We're aiming to provide an easy-to-use email marketing system for small business owners to help them keep costs low. We want to help increase the number of jobs here in the U.S. and that starts with our small businesses.
We're aiming to provide an easy-to-use email marketing system for small business owners to help them keep costs low. We want to help increase the number of jobs here in the U.S. and that starts with our small businesses.
These are the success metrics:
Increase the first-month retention by 20%
Increase daily active users by 10%
Increase campaigns sent by 20%
These are the success metrics:
Increase the first-month retention by 20%
Increase daily active users by 10%
Increase campaigns sent by 20%
Competitor Analysis
Competitor
Analysis
Typography
Competitor
Analysis
Mailchimp
Mailchimp
With Mailchimp, you get the tools you need to sell your products, reach new customers, and take your business to the next level
With Mailchimp, you get the tools you need to sell your products, reach new customers, and take your business to the next level
Web Creation
Web Creation
Web Creation
Campaign Creation
Campaign Creation
Features :
MailerLite
MailerLite
Digital marketing tools to grow your audience faster and drive revenue smarter. Backed by 24/7 award-winning support.
Digital marketing tools to grow your audience faster and drive revenue smarter. Backed by 24/7 award-winning support.
Color Guide
Color Guide
Logo Design
Logo Design
Inter
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#0B1127
#081F51
#184074
#3D7F9F
#000000
#FEFCFB
Admins:
Mostly ages 40-60
Primarily based in the United States
Small business owners
High School/GED or Bachelor’s Degree
Ready to be their own boss
Pursuing their passions
Used their personal funds to get started
Basic:
Mostly ages 20-40
Primarily based in the United States
Work for a small business
High School/GED
I wanted to work directly off of my notes from my user testing and incorporating it with my existing wireframes. The overall feedback was positive but there were a few things I felt lacked and a few improvements I had to make.
I wanted to work directly off of my notes from my user testing and incorporating it with my existing wireframes. The overall feedback was positive but there were a few things I felt lacked and a few improvements I had to make.
I Introduced a site Mascot, named John. John will help “Newbies” with web flow and navigation alongside the clear progress bar, that I also introduced, to fix my “User Guidance/help” problem. John will always be visible as guidance (unless you choose otherwise).
Steakholder Presentation
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Inter
Steakholder Presentation
Logo Design
Typography
WhooshMail
Inter
#0B1127
#081F51
#184074
#3D7F9F
#000000
#FEFCFB
https://docs.google.com/presentation/d/1mY_ZzTIXkhGiPrh7XrCUR0vYyRhb0TMHvTQc_ejq3VE/edit?usp=sharing
Stakeholder Presentation
Client: Treehouse - WhooshMail
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Client: Treehouse - WhooshMail
https://docs.google.com/presentation/d/1mY_ZzTIXkhGiPrh7XrCUR0vYyRhb0TMHvTQc_ejq3VE/edit?usp=sharing
Client: Treehouse - WhooshMail
https://docs.google.com/presentation/d/1mY_ZzTIXkhGiPrh7XrCUR0vYyRhb0TMHvTQc_ejq3VE/edit?usp=sharing