Following the product launch, I was responsible for identifying opportunities to enhance the conversion rate for users setting their first ad live. In collaboration with a project manager and user researcher, the initial phase involved gathering data through Indicative and conducting user interviews with our beta participants. Our focus was to pinpoint the stages where users were encountering obstacles in the process of launching their first ad.
My responsibilities:
- Conduct user interviews
- Run user flow reports in Indicative
- Product design
- User testing
Our primary user base for Tailwind Ads consists of "very small business owners"—solopreneurs who manage all aspects of their business. These individuals typically have limited experience building an online presence, either through organic strategies or paid marketing channels.
After conducting interviews, analyzing data, and consulting with the team, three key opportunities emerged:
Problem 1
Users lacked confidence or general knowledge on how to run an ad campaign.
By asking users their overall marketing strategy, a leading majority did not know where to start, had little prior experience, or have never ran a paid ad campaign before.
Takeaways:
- Provide clear requirements for running an ad campaign
- Communicate what is / has happened every step of the way
Problem 2
Users wanted ads tailored specific to their business.
Ad campaigns are only valuable to users if they effectively promote their business and reach the right audience.
Takeaways:
- The ad content we generate is accurate to the user's business
- Ads should be easy to edit before setting live
Problem 3
Beta users hesitated starting an ad campaign due to confusion on how they'd be charged.
Feedback received during user calls indicated charges were confusing to decipher. What charges would come from Tailwind and what charges would come from Facebook?
Takeaways:
- Provide further and more direct communication on charges
To organize feedback we received, the team established an opportunity map to help dictate where the best possible opportunities were to improve for the existing product based on open discussion and the highest user pain points.
Pairing the opportunity map with a customer journey map allowed me to gain a better understanding of the problem space and identify areas within product to start tackling.
Looking at Indicative reports, and taking in existing feedback allowed the team to prioritize product features that mattered the most.
These improvements included:
- Communication devices to inform users about what to do before, during, and after completing the onboarding process.
- Provide users the appropriate controls when reviewing the ads we've created for them.
- Rework the Service Feed modal to be clear and concise.
Before jumping into designs, I held a workshop with the product team to talk through and identify concrete aspects that we could implement for users to add value to their experience; starting with the pre, during, and post onboarding phases. This kicked off my iterative designs in figma and helped develop a clear voice and direction for these improvements.
When I arrive at the design phase, I work in a tiered process where I come up with as many ideas, gather feedback from the team, then start on a newer iteration right below it. I repeat this process until designs are ready for user testing or implementation. This allows me to have a visual running history while I narrow in on a solution and reference for future projects.
Once the user has completed the initial set up, there were little to no indicators as for what to do next. A stepper element was added to the top of the page the user land on after onboarding to inform them of next steps and encourage them to continue the process.
In addition, outside resources were added as a quick reference link so users could learn more about Tailwind Ads and how we manage their ad campaigns.
One of the bigger problems to solve was limiting the amount of information present, but still allowing for visibility into what to do and what to expect.
The stepper was designed into five major steps, with the first being completed after onboarding to give the user a sense of progress. Each step has a hover state giving more in-depth feedback.
In addition to the draft ads page, utilizing the dashboard empty state helped direct and inform users what actions to take next in their journey. The dashboard view was repurposed to give insight into what metrics to expect when they set their first ad live, education on Tailwind ads in the form of knowledge base articles, and most importantly take users to the draft ads page where they can start the ad review process.
Before users set their first ad live, we encouraged them to review the ads we have generated from their products. Three key factors came to fruition after multiple interview sessions.
It was important for users to see how the ad would look for their audience. Secondly, even though Tailwind selected the product image and generated all of the ad copy, users still wanted editing controls for the ads. Third, users wanted clarity into the type of ad(s) they would be running.
Users could see a preview of the ad on the left-hand side of the editing container. In addition, an info tooltip detailed the purpose of the ad for the user and how it will impact their business once live. Network icons were added as small visual elements to give the user a cue to where the ad set would show.
If needed, the user could also set the ad live directly from this view; removing the necessity of backing out of their edits if they only wanted to set one ad live.
Scheduling content is Tailwind's bread and butter. There was no reason to introduce a new UX flow that users would be unfamiliar with when looking at our QuickScheduler. Utilizing the existing layout from that section of the app saved both time and effort on the design and dev side.
Ad copy content is prefilled for the user with the ease of use to quickly update what has been generated. Users can make quick edits in the input fields or use the Regenerate Ad Copy button to completely change what we have written them.
This helped users save time and effort when trying to come up with ad copy on their own.
The last step before setting an ad live is to approve service fees. During continuous discovery calls ample amounts of feedback came up during this step including questions and confusion around the modal.
How much will I be charged? What if I change my mind? What's my budget? What can I expect afterward?
By introducing a better visual hierarchy, calling attention to certain elements, and subduing others, users are quickly able to identify the core aspects of their ad summary before being set live.
There are plenty more incremental improvements to make to the product. More notably, in my opinion, is expanding the reach of Tailwind ads to other sections of the app to capture a larger percentage of the user base, increase engagement, and ultimately conversion rate.
Collaboration is essential at every stage of the process
I value every opinion, point of feedback, and insight when working on a project. Regardless of team or department, fostering an environment where open questions are encouraged and discussions are collaborative allows for a clearer understanding of the problem space. This ultimately leads to a more thoughtfully developed product in the long run.
Strong research leads to great designs
Interfacing directly with our customers was invaluable throughout the series of improvements. Our customers were thrilled to know that someone was genuinely interested in listening to their needs, which enabled me to design solutions that were closely aligned with their goals. Every design iteration was shaped by customer feedback, ensuring that each update addressed their specific needs and preferences. This input played a crucial role in guiding the team's decisions and experiments leading up to the release of the improvements.