The Problem

Magnetic wants to have an all in one self-serve tool, starting with adding digital advertisement and emails leveraging their data. MVP - How would a user create an email campaign? 

The Process 

Define - the problem

• Met with Product Manager to review goals and restrictions

• Defined that there are 4 different email campaigns we would want to create for MVP

Understand - the need

• Internal user interviews 

• Competitive Audit - reviewed 9 different competitors email creation flow 

• Whiteboarding 

Sketch - possible solutions 

• Crazy 8s 

• Whiteboarding storyboards 

• Collaborating with Product Manager 

Iterate 

• Wireframes using Sketch 

• Mockups using Sketch 

Prototype 

• Clickable prototype using InVision

User Testing 

• 5 internal users who used to be clients 

• 3 beta clients 

The Solution

Project 

• Focus on 4 main email campaign objectives instead of duplicating existing email templates. Later limited to 2 active options.

• Breakdown each form section to 3 steps

• Separate the email editor for later enhancements 

• Have a review section 

• Default save to result in the campaign in draft 

• Create an email editor with limited inputs and only static image upload.

User testing 

• Add tooltips 

• Make clearer messaging around status after creation