Reduced campaign creation time by 30%
Improved user satisfaction (positive feedback from pilot team)
Simplifying Campaign Creation:
A Journey for an Omni-Channel Marketing Tool
Retail | UX-UI
Problem Statement
Marketing teams struggled to create omni-channel campaigns efficiently. Existing tools were complex, lacked clear segmentation options, and did not provide a simple step-by-step flow for setting up campaigns.
Discovery & Research
-
I facilitated one to one meeting with marketing team members to understand pain points
-
Analyzed competitor like HubSpot & MoEngage
Key findings:
users wanted a guided flow for new campaign, segment management, and easy scheduling options
Define
Defined a 3-step guided flow – WHO → WHAT → WHEN – to make campaign creation structured and intuitive.
Key goals:
-
Simplify campaign setup
-
Provide real-time vs. scheduled options
-
Make segmentation easy with Add/Exclude Segment
Ideate & Design Approach
The ideation phase involved collaborative workshops with stakeholders to brainstorm solutions for each identified problem. I facilitated design thinking sessions where we explored different approaches to deal creation, resource loading, and approval workflows.
Results
More Design Solutions
Improve Efficiency in Toll fraud detection
