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Brevo - Schedule Flow

Brevo - Schedule Flow

Brevo - Schedule Flow

With over 200,000 campaigns scheduled daily across email, SMS, and WhatsApp, our research initiative revealed several frictions in the scheduling flow. Additionally, the CX team reported user complaints, underscoring the need for an improved user experience.

With over 200,000 campaigns scheduled daily across email, SMS, and WhatsApp, our research initiative revealed several frictions in the scheduling flow. Additionally, the CX team reported user complaints, underscoring the need for an improved user experience.

Duration

May 2024 - Jun 2024

My role

Problem Analysis: Assessed user pain points and identified key areas for improvement in the scheduling flow.


Research: Conducted user research to gather insights and validate findings, informing the redesign process.


UX/UI Design: Designed an intuitive user experience to address users' pain points.

Team

I led the project in collaboration with: Product Designer (Olivier Beorchia), UX Writer (Florian Peeters), Product Manager (Satakshi Ghai), and the engineering team.

We started with a comprehensive analysis of the existing system to identify its weaknesses.

We started with a comprehensive analysis of the existing system to identify its weaknesses.

In such a limited space, the alerts become overwhelming, and the absence of descriptive options diminishes the value proposition.

The space quickly becomes crowded, forcing users to scroll even when there aren't many inputs.

As "At Best Time" is a paid feature, users lack both guidance and incentives to upgrade.

When a campaign is scheduled, there is insufficient information regarding the time and date, and lack of editing options.

Analytics revealed that only 0.11% of users were using the "Send in batches" option, despite feedback indicating strong interest in this feature. We considered making it a paid feature and focused on designing an upgrade card to increase user awareness and drive interest in the option.

Analytics revealed that only 0.11% of users were using the "Send in batches" option, despite feedback indicating strong interest in this feature. We considered making it a paid feature and focused on designing an upgrade card to increase user awareness and drive interest in the option.

Having already collected feedback through our ongoing UX research, we concentrated on analyzing Zendesk tickets using our AI tool to identify user pain points.

Having already collected feedback through our ongoing UX research, we concentrated on analyzing Zendesk tickets using our AI tool to identify user pain points.

Users are often unsure of when campaigns will be sent, complicating follow-ups and coordination with other marketing activities.

Users face challenges adjusting the schedule or modifying campaigns.

Users frequently experience technical problems, including error messages that block scheduling or campaigns stuck in a "Running" status, causing delays and frustration.

Designing for our personas.

Designing for our personas.

We began by exploring alternative placements for the scheduling option, even if a modal might be the ideal solution.

We began by exploring alternative placements for the scheduling option, even if a modal might be the ideal solution.

Our initial exploration aimed to streamline the flow by positioning it alongside other campaign options.

We then explored a hybrid approach with tabs to select the sending time but ultimately discarded it, as it proved unclear for users.

In the final iteration, we used chips for selecting the sending time, though we still suspected this approach might not be effective.

Early user tests confirmed our assumption that the layout was confusing, showing that a modal provides a clearer solution.

Early user tests confirmed our assumption that the layout was confusing, showing that a modal provides a clearer solution.

In our initial exploration of a modal, images took up considerable space, even though they added value and visual appeal.

Exploring an upsell card to promote the "Send at Best Time" feature.

We then focused on refining the modal and addressing other pain points, such as the upgrade process.

We then focused on refining the modal and addressing other pain points, such as the upgrade process.

We removed the images, made "Send in Batches" a premium feature, and added descriptions in the radio cards to enhance user awareness and clarify the value proposition.

Using a horizontal layout for the inputs ensures all elements are visible without requiring any scrolling.

An example using the longest set of settings currently available.

"Send at Best Time" is now clearly visible, even when unselected, with a card that provides a clear explanation of its benefits.

When a campaign is scheduled, we added an info card to display scheduling details, and the "Schedule" button changes to "Edit Schedule," enabling users to make late modifications.

Impact

The impact of our enhancements was significant, achieving a 37% reduction in rage clicks and a 24% increase in user retention. The implementation of upsell cards effectively drove a 3% increase in annual recurring revenue (ARR), showcasing the value of our data-driven design approach in enhancing user experience and engagement.

Key learnings

This project highlighted the importance of leadership in cross-functional collaboration, allowing me to align user needs with business goals through effective guidance and open communication.

I also learned the value of data-driven product strategy: by analyzing user behavior, we prioritized impactful features, enhancing my ability to connect design efforts with business outcomes.

Get in touch

Get in touch

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Brevo - Schedule Flow

Andrea Bergonzi,

Andrea Bergonzi,

2024

2024