Digital Marketing Tool for Agency

A Mailer Management tool, coupled with Contact List Management, facilitates multiple agencies and teams in creating, importing, editing, and publishing mailers to contact lists as needed, with the added capability of tracking and analyzing their performance.

Challenges

Assessing the technical feasibility to integrate diverse marketing features, conducting custom and competitor analyses, simplifying complex and extensive data, designing a comprehensive all-in-one solution, implementing robust tracking mechanisms, and optimizing user affordances.

Business Context

This initiative aims to develop a comprehensive solution for fulfilling Digital Marketing requirements, enabling organizations to seamlessly create, manage, analyze, and track communications across mailers, social media posts, and product landing pages. The challenge at hand was the organization's reliance on multiple marketing tools to address diverse needs. For instance, Mailchimp was used for mail management, and HubSpot for other requirements. The task involved comprehending the varied tool functionalities, their significance, and crafting an all-in-one solution. The ultimate goal was to streamline Digital Marketing processes, leading to cost savings and simplified maintenance.

Solution

At Areteans, our approach involved a thorough examination of overarching requirements, technical challenges, usage scenarios, and unique features. To systematically address these aspects, we structured the project into four distinct phases. In the initial phase, we developed a Mailer Management tool alongside Contact List Management. This allows various agencies and teams to effortlessly create, import, edit, and publish mailers to contact lists, all while tracking and analyzing their impact. Drawing from user experiences and understanding their previous interactions with similar tools, we designed the application for ease of use. Information is thoughtfully categorized for accessibility, and the overall design is crafted to be simple and elegant.

UX Approach

Understanding User affordances & expections

  • 1

    Requirement Analysis – quickly understand expections and how well we can simplify

    Understanding Business Goals

    Competitor Analysis

  • 2

    Understanding Personas - usage and affordances

    Information Design - Information Pirotisation, categerization, flow etc.

    Creating Design system - complete style guide.

    Wireframes, Mocks, Prototypes

  • 3

    Validating Technical Feasibility

    Validating Usability and Design standards

  • 4

    Presenting and Reviews with Product owners/Business

    Pega UI Development

    User Testing and UX Expert Review

Some Hightlights

  • #1 Highlight - Mail Templates View

    Snapshot of All the Mailers in real time view which are been created and imported, Thumbnails of the mailers are dynamic in nature where it updates automatically when they are been updated in the system. To achieve this, we have customized the OTTB RTE to map it with real data.  Overall information design has been simplified in way user find the desired info effortlessly. With 3 dot menu user have options to re-use, edit, delete, ­and analyze.

  • #2 Highlight - Email Builder

    Single page view where user can find all the mails which are been drafted, scheduled, and sent, while be able to create new mail either from scratch or using any existing templates. While leveraging the OTTB Analysis we have added additional customized data analysis as per the user needs.  User while creating the mail can send the mail to target groups as well customized recipients which is another unique feature of this.

  • #3 Highlight - Locking Options for Admin User

    As an Admin User/ Team Lead user can choose to lock Mailer Header, Footer, Images while creating the mailer. So that any one of the team members can work on it later while not able to edit locked information which are not going to change and finalized.  To achieve this, we have customized OTTB RTE with additional java script which enables additional option where user can choose to lock the important information as desired.

Final Mocks

Mocks with dummy data to protect confidential information