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Marketing Management Platform

UI/UX

Landing Page

Web Application

An AI-powered marketing management platform for enterprise clients. It easily integrates with marketing automation tools such as Salesforce Marketing Cloud, Adobe Campaign, HubSpot, or any custom-built solution.

Requirements

Create an automated marketing management product that allow users to run campaigns across messaging platforms such as LINE, WhatsApp, Email, and SMS. Users should be able to create messages specific to the messaging platform and track campaign metrics. They should be able to create and modify events, schedule event reminders, and even manage contacts and subsciption plans.

UX Challenges

  • Understanding current business requirements in order to effectively enter the market as a personalized marketing automation tool.
  • Presenting the complex data within a limited space without overwhelming the admin user.
  • Defining actions for the admin who is assigning the task to the user (employee), who will mark the task as complete.
  • Designing the application management page to be intuitive for business users so they can check the subscription status for each messaging platform.
  • Running a campaign: the campaign creation part is crucial and may require a high learning curve.

UX Solutions

  • We conducted competitive research to understand the capabilities and services offered by competing platforms such as Adobe Campaign, HubSpot, Marketo, and AiSensy (for WhatsApp).
  • We planned and designed the product, so it should stand out in terms of product features, usability of the application, and visual appearance.
  • Based on the requirements, we discussed and brainstormed with SMEs for features under dashboard, applications, campaign page, event reminder, asset management, and contact management.

Requirements

Create an automated marketing management product that allow users to run campaigns across messaging platforms such as LINE, WhatsApp, Email, and SMS. Users should be able to create messages specific to the messaging platform and track campaign metrics. They should be able to create and modify events, schedule event reminders, and even manage contacts and subsciption plans.

UX Challenges

  • Understanding current business requirements in order to effectively enter the market as a personalized marketing automation tool.
  • Presenting the complex data within a limited space without overwhelming the admin user.
  • Defining actions for the admin who is assigning the task to the user (employee), who will mark the task as complete.
  • Designing the application management page to be intuitive for business users so they can check the subscription status for each messaging platform.
  • Running a campaign: the campaign creation part is crucial and may require a high learning curve.

UX Solutions

  • We conducted competitive research to understand the capabilities and services offered by competing platforms such as Adobe Campaign, HubSpot, Marketo, and AiSensy (for WhatsApp).
  • We planned and designed the product, so it should stand out in terms of product features, usability of the application, and visual appearance.
  • Based on the requirements, we discussed and brainstormed with SMEs for features under dashboard, applications, campaign page, event reminder, asset management, and contact management.

UI Challenges

  • User-friendly design interface for creating WhatsApp, LINE, Email, and SMS templates.
  • User interface to import/ create contacts & segments.
  • Defining and scheduling user journeys and corresponding events in an intuitive way.
  • Need for a subscription model based on the applications preferred by the client.
  • Designing admin capability to create / schedule event reminders and mark them as completed based on user input and data shared.
  • Option for users to upload and reuse images/videos & PDFs across the application.

UI Solutions

  • Provided easily customizable predefined templates and a provision for AI-based template creation.
  • Designed a clean, straightforward interface to navigate and manage contacts / segments; accomodated bulk import with an easy field mapping process.
  • Designed a campaign manager tool with drag-and-drop functionality to easily create and visualize customer journeys without extensive technical knowledge.
  • Designed an application management system providing subsciption options for available apps.
  • Implemented a calendar-based UI for admins and users to efficiently manage and track events.
  • Designed an asset management system for managing digital assets such as images, videos, and PDFs.

UI Challenges

  • User-friendly design interface for creating WhatsApp, LINE, Email, and SMS templates.
  • User interface to import/ create contacts & segments.
  • Defining and scheduling user journeys and corresponding events in an intuitive way.
  • Need for a subscription model based on the applications preferred by the client.
  • Designing admin capability to create / schedule event reminders and mark them as completed based on user input and data shared.
  • Option for users to upload and reuse images/videos & PDFs across the application.

UI Solutions

  • Provided easily customizable predefined templates and a provision for AI-based template creation.
  • Designed a clean, straightforward interface to navigate and manage contacts / segments; accomodated bulk import with an easy field mapping process.
  • Designed a campaign manager tool with drag-and-drop functionality to easily create and visualize customer journeys without extensive technical knowledge.
  • Designed an application management system providing subsciption options for available apps.
  • Implemented a calendar-based UI for admins and users to efficiently manage and track events.
  • Designed an asset management system for managing digital assets such as images, videos, and PDFs.
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