LOYALTY FOR E-COMMERCE

overview

issue

Currently, the product is available only as an Enterprise solution. Adaptation is needed for individual users with autonomous access through an e-commerce platform. Existing challenges include complex setup, limited customization options, insufficient information, and integration issues.

Goal

Adapt the desktop application for e-commerce integration. Simplify onboarding for the loyalty program on platforms like Shopify with user-friendly setup, enhanced customization, clear resources, and efficient tools. Aim to create a seamless experience for merchants and customers, boost satisfaction and participation, reduce support load, and eliminate the need for customizer consultants.

Solution

Facilitating an effortless onboarding experience, the upgraded solution incorporates an intuitive onboarding wizard. This simplifies the process, ensuring a smooth integration into the platform. Additionally, customizable templates for loyalty program creation have been introduced, enabling businesses to personalize their programs with ease. These enhancements contribute to a user-friendly and engaging experience, ultimately boosting satisfaction and participation in the loyalty program.

Design process

The design process description is based on work with a commercially owned product at the company where I am currently employed.

Discovery

Define a scope of issues based on user data from the previous version of the application, as well as data gathered from the support center and customer consultants.

Workshop

Facilitate a workshop to identify core functionalities, and gather insights from support teams and customer consultants.

Market research

Conduct competitive benchmarking and documentation to gain insights into market trends and technical capabilities.

Interaction phase

Creating user flows for key personas and functionalities, and user journeys capturing both emotional and functional aspects. Developing wireframes.

Design

Develop a design system and create the primary product flows, followed by a prototyping phase for future product testing.
Design a landing page to support future product launches and participation in pre-sales.

Usability testing

Conduct sessions with both new and experienced users to evaluate the core functionality of the product.

Key features

Core functionality identified through user data from the previous version of the application, as well as insights from the support center and customer consultants.

Onboarding wizard

Streamlined setup process for easy integration with e-commerce platforms.

Integration

Seamless integration with popular e-commerce platforms like Shopify, minimizing manual configuration.

Customization

Extensive tools for merchants to personalize and align the loyalty program with their brand.

Programs management

Robust features to manage and customize loyalty programs, including points, discounts, and exclusive perks.

Tutorials

Educational materials, tutorials, and tooltips to facilitate easy understanding for both merchants and customers.

Dashboard

Intuitive dashboard for merchants to monitor program performance and for customers to track their loyalty rewards effortlessly.

Prototype testing 1st phase

Prototype testing was conducted using Maze. Ten participants were selected, including six experienced marketers and 4 interns from the company. The testing revealed how users managed tasks, including errors, backtracking, and successful completions. The heatmap highlighted unclear interface areas, guiding the survey and feedback questions. A key success was the clear and understandable flow for creating the first program. However, issues such as locating widget creation functions and generating referral link conditions emerged and will be confirmed through further user feedback.

Survey

Feedback was collected to expand on the data from prototype testing. A survey was conducted, focusing on the results of the first task, pain points, and additional feedback. From the 10 responses, it was determined that "Personalize Tool" should be changed to "Customize Widget" for clarity, and "Get Friends and Earn" updated to "Referrals" for better understanding and consistency with a previous app version. This feedback highlights how user input can enhance an app at various stages.

Prototype testing 2nd phase

The initial user testing of the prototype identified necessary adjustments for key screens involved in setting up the first program. Feedback collection validated these findings, and the subsequent phase using a heatmap demonstrated that revising the titles resulted in more accurate user selections. This indicates that targeted changes significantly improved user decision-making.

landing page and wireframes

Wireframes enable early-stage testing of design solutions. To structure the landing page design process, wireframes were created for subpages as well as specific blocks.

Get a demo

One of the key functions of a landing page is to familiarize the customer with the product, as well as give access to a demo version of the application.

Desktop application IA

Part of the architecture information that is relevant to this design case. The path that will be presented later is highlighted in color.

user flows

User flows map out the paths users take to complete tasks. They help visualize the user journey and identify potential bottlenecks. Here are two key flows that illustrate the user's path during application installation and onboarding.

application wireframes

Wireframes help visualize the layout, define the interface structure, and improve communication among team members. Here, examples of different levels of detail are shown.

enrollment

The enrollment flow includes an introduction to the terms and conditions of accessing and synchronizing data, as well as creation of a user account. Here are the screens where the user's journey begins.

onboarding menu

User flows for onboarding and program launching. As well as the first screen of the onboarding process shows the full functionality of the program and offers the user a choice of the way forward.

the first program launching

The minimum set of necessary screens for creating a program using the template with functionality that covers the main promotion parameters.

Choose template

Set a program

dashboard

The dashboard allows the user to monitor and manage promotions, customers, and other store data. It can be flexible and customizable to suit specific goals and needs.

Design system sneak peek

It includes color styles, typo styles, icons, components, and layout guidelines. This system helps developers and designers build applications with a unified style and user experience.

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