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

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

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

5. What else is out there ?

6. Who are we designing for ?

7. 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.

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

9. Current Email Build Flow

10. Concept Sketches
Concept Sketches
User Experience | Product

11. New Build Flow

12. Initial Wireframes

13. Initial Wireframes

14. Prototyping

15. 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.

16. Usability Testing Lab

17. 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 builder, based on the results of the test.

18. 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 "
"Just setting up the [ ] 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"

19. Task Completion (Y/N)
Current Builder
Prototyped Builder

20. Time Spent (in Seconds)
Current Builder
Prototyped Builder

21. Email Builder 2.0 - Select a Campaign

22. Email Builder 2.0 - Email Type

23. Email Builder 2.0 - Create Email

24. 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.