Email Automation Feature
We revamped the email automation system to make marketing smarter and more personalized. By creating tailored customer journeys based on user behaviour and simplifying workflows, engagement jumped by 15%. This upgrade not only made marketing easier but also gave customers a better, more meaningful experience.
Client: EmailOctopus
Project Type: Product Redesign
Role: UX Designer
Key Constraints: Limited resources and tight project timelines, requiring efficient design and development processes.
Visual Examples
01 -
Customer Journey Mapping
Visual representation of the automated customer journey, highlighting decision points and personalization strategies.
02 -
Customize the Journey Editor to Meet Marketing Goals
Easily create emails, schedule sends, segment journeys by conditions, and adjust the flow based on your customers' actions—all tailored to achieve your marketing objectives.
03 -
Review Detailed Reports
Access comprehensive automation journey reports, including both overview metrics and detailed performance insights for individual emails.
Problem
The existing email automation system lacked advanced personalization and detailed reporting, leading to limited user engagement and cumbersome setup processes. Marketers faced challenges in adopting the feature due to its complexity and insufficient insights into campaign performance.
Design Decision
Customer Behavior Analysis: Defined key triggers to enable tailored marketing strategies.
Workflow Development: Built comprehensive workflows to automate complex processes.
Journey Mapping: Designed intuitive email journeys balancing automation and personalization.
Data Visualization: Developed dashboards to track campaign performance and visualize insights.
15% Increase in Engagement
Personalized journeys enhanced user interaction
30% Reduction in Setup Time
Automation streamlined manual processes, saving significant time
20% Improved in Email Open Rates
Refined segmentation strategies targeted right audience
Enhanced Decision-Making
Visualized reports empowered marketers to track and optimize campaigns
Prototype
Campaigns page
Simplifies email marketing: manage campaigns, view automation journeys, and create new ones seamlessly.
Journey creation pages
Easily create automation journeys: name your journey, pick an audience, and set triggers. Choose from custom or prebuilt templates.
Journey Editor page
Set up automated journeys with emails, delays, and conditions to match your goals, and quickly view detailed reports after launching.
Report pages
Clear audience insights and detailed email performance tracking.
Iteration
Campaigns page
Simplified navigation with a single "Create" button, status labels for better tracking, and a key metrics preview.
Journey creation pages
Streamlined default options for a more consistent and user-friendly experience.
Journey Editor page -2
01 - Improved Usability
Enhanced icon styles with clearer shapes and colors for easier selection.
02 -Draft Option
Add a "Save as Draft" button for easy saving without publishing.
01-Quick Insights
Added a "View Report" button and a data overview for easy access to key metrics.
Report - 1
Optimized Reports Concise text, removed unused sections, and enlarged key stats for better clarity.
Report -2
Streamlined Reports Removed clutter and added a dropdown for easy email report switching.
