2023 | Copilot.cx
Copilot.cx is a customer experience platform specifically made for consumer electronics. It’s main users are Campaign managers and marketing experts.
Copilot has a customer experience platform that gives companies a critical advantage that increases overall customer satisfaction and builds Lifetime Value.
This is the story of one it's main features.
My role
Product designer
Services
UI & UX Design
Design system
The Team
Dana Aroetti
Timeline
8 months
Before we dive in
Copilot.cx is a customer experience platform tailored for the consumer electronics industry, primarily used by campaign managers and marketing experts. Our goal is to develop a feature that allows marketers to create effective campaigns with a comprehensive overview, enhancing their control.
Before Canvas
Users had to use a form to publish a campaign. They had to go through a linear flow and could not make a sequence.
Main pain points
1
Not being able to understand the end-users’ journey at a glance
2
Creating a campaign with more than one message (a sequence)
3
Not being able to jump between stages of campaign creation
Our Mission
Help users easily create effective campaigns.
UX Goals
Messages (In-Apps and Emails) are visible within context
The different steps for the end-user should be clear at all time
Simple Campaign buillding
The Builder suggests the next possible step
User can zoom in and out
Convey a feeling of creation
The process
We started with laying all the functions in the drag and drop menu on the right. The user can create and see the entire flow for a customer in the campaign.
Canvas, April 2022 - all possible actions are visible and the user journey is clear
Side menu with all possible campaign steps
Close up of some campaign steps for the end-user
Making it simple
After many revisions and trying to make the canvas as intuitive and easy to use, we decided to renounce junctions of the path we thought were confusing. On top of that, we wanted to make it even easier and give the user suggestions for the next step.
Giving the user their next step meant that we don’t need the drag and drop mechanism, and the right panel was dropped.
Now creating a campaign is as effortless as it can get and we could focus on refining the visual.
Adding next step suggestions for easier building
After removing drag and drop menu
Result
The complex task of creating a campaign is now simple and intuitive. Our user can understand the flow with a glance.
This feature garnered exceptional feedback from our users, who appreciated the clarity it provided. They gained valuable insights into the flow of their campaigns and the significant impact they had.
50 clients
HP, Lloyd’s, General Electric, and many others
10M connected devices
with end users
1,200 + campaigns
Active In-App and email campaigns
