SAAS, Business applications

NYC

Email Marketing Tool Upgrade

Reinventing an email marketing tool to improve how businesses connect with their audiences.

decorative image for Infogroup

Project Overview

The goal for this project was to update the company’s email marketing tools. These were integrated into the small to medium business (SMB) database and marketing products, Salesgenie and InfoUSA. SMB customers used these marketing tools to increase sales and customer loyalty.

Key background
Duration:
3-6 months
Location:
New York City
Company:
Infogroup
Tools:
Illustrator

Infogroup was a provider of value added data and data‐driven marketing services for for small/medium businesses to Fortune 100 companies. Previously headquartered in Omaha, NE, the company has rebranded to Data Axle and is now based in Dallas, TX.

In my role as a UX Designer, I supported data-driven, B2B products for small/medium businesses. I was responsible for producing wireframes, sitemaps, and workflows demonstrating how product features should behave. I partnered with visual designers and product managers on branding and business requirements, respectively.

Problem

The existing email product created barriers for customers in creating high-quality campaigns. For example:

  • It incorporated selecting a mailing list within the design workflow, making the overall task cognitively taxing and cumbersome.
  • It also used indirect selection to create the design, so it was less intuitive than competitors.

Updating the design would improve: how customers targeted, connected and engaged with their audiences; and the overall competitiveness of the product in the market.

Research and Setting Priorities

Research Strategy

Before starting the design, I spent a period of a few weeks researching competitors to identify design and functional patterns from competitors.

Products that included purchasing or uploading an email list as part of the workflow were ideal to review. Short-list examples: MailChimp, Constant Contact, Moo Cards, etc.

Design Strategy

After gaining a sense of the competition and analyzing issues with the current workflow, it was time to design.

The design priorities for the redesigned product included the following:

  • Simplified Workflow: All of the design activities would be grouped together; selecting a mailing list would occur separately.
  • WYSIWYG Editor: Rebuild the framework of the email builder to rely on affordance and direct selection.

Design

The designs below are examples of the research and design priorities.

Template Gallery

A new requirement was a template gallery, that provided a curated selection of layouts and styles, organized by message type or industry.

Click image to view gallery.

Drag and Drop Layout

Widgets of mini design layouts help customers quickly realize the layout of their campaigns.

High-fidelity wireframe of layout screen

Click image to view gallery.

Coordinating Color Theme

Helps customers make better design decisions by using pre-selected groupings of coordinated colors.

Click image to view gallery.

Content Editor

This step is where customers entered their business details and their marketing message.

Click image to view gallery.

Errors

Part of helping non-designer customers make good design choices was catching simple errors.

We took time at the end to include error state messages.

Click image to view gallery.