EMAIL BUILDER User Experience | Product Team Terris Johnson Cameron Luck Reena Parekh Robert Pease

Why Email Builder ? Email Campaign Builder has the highest level of engagement within the Salesfusion Product. 95.8% of our customers reported Email Builder as one of their top 3 most used product capabilities. Additionally, email build is often the entry point for users who are new to Marketing Automation.

Our Goal Though functionally powerful and robust; Our current email campaign builder is not as intuitive for beginners and those with limited technical and web development experience. We want to change that.

What else is out there ?

Who are we designing for ?

Our Focus Streamline email build process. Reduce user error, empower user success. Incorporate modern UX patterns from industry. Clear consistent language, throughout. Increase user confidence in ability to market.

The Email Build Journey Setup Build Send To Confirm Follow-Up

Current Email Build Flow

Concept Sketches Concept Sketches User Experience | Product

New Email Build Flow

Initial Wireframes

Initial Wireframes

Prototyping

Usability Testing Usability Testing allows us to test our design ideas against the expectations of real users. The goal is to capture information from users to make informed design decisions.

Usability Testing Lab

Test Results We analyzed : User ability to complete tasks. ( Y / N ) Time for user to complete task. ( mins:secs ) We made changes to our initial designs for email builder, based on the results of the test.

User Feedback ( Qualitative ) "My mind is going vertically, but the system is going where it wants" "This looks sharp and the flow is simple to use" "The process is how you'd intuitively think about building an email" "Just setting up the [ email ] basics is hard" "If you have to search for a list, you’re in for a lot of scrolling" "I felt speed. Everything just fell in place"

Task Completion (Y/N) Current Email Builder Prototyped Email Builder

Time Spent (in Seconds) Current Email Builder Prototyped Email Builder

Email Builder 2.0 - Select a Campaign

Email Builder 2.0 - Email Type

Email Builder 2.0 - Create Email

What’s Next ? The Email Builder redesign fundamentally changes the way users interact with Salesfusion. We will apply a similar philosophy throughout the product to create an easy-to-use, cohesive, and informative Marketing Automation platform. Landing Pages, Event Manager, Nurture Builder, etc.