Critical Impact UI Design

I created and updated features for Critical Impact's email marketing web application. I gained invaluable information about user pain points and goals through my experience interacting directly with clients by answering support requests. I used direct client examples to inform design decisions to make our online product provide a better user experience.

I created detailed design prototypes and wireframes, sent developers UI/UX specifications for these projects, and clearly communicated project specifications. I also worked collaboratively with a team of developers to update pages using HTML, CSS, JavaScript, and ColdFusion.

My Role in This Project:

UI/UX Design
Web Design
Front End Web Development
Project Management

Critical Impact Screen
 
 

Problem to Solve

One of the projects I'm most proud of is redesigning the list import screen. The old list import screen created a lot of pain points for clients. I spoke to many clients who found the drop down menus extremely confusing, and we'd get questions on the support team every week about this tool.

Old List Import
 

These insights made it clear that they needed a list import tool that let users quickly and easily map columns in their Excel sheet to fields in their account.

 

Competitive Research

I tested the list import tools on our major competitor sites. The easiest to use tools contained step by step graphics, showing the user exactly what to do next.

 

Final Design

I created a few rounds of mockups and prototypes for an updated design of the list import tool. To make it more intuitive for users to know what columns they were selecting, I chose to display the first 5 rows of the imported file as a preview in the same format they'd see in an Excel sheet.

New List Import
 

On the backend, I modified the existing ColdFusion code and wrote completely new HTML, CSS, and JavaScript to bring this project to life.

I added graphics at the top of each line that would show a yellow arrow on the next column that needed to be mapped. Once it was mapped, I used JavaScript to change the graphic to a green checkmark, and also highlight the next column with the yellow arrow graphic. They could also chose to ignore the column, which would make an "x" appear in red. Then once all of the columns were mapped or ignored, the Done button would appear with a checkmark next to it.

Import a List
 

Results

After launching the updated list import tool, it became clear to clients how to quickly import a list. They received immediate feedback showing if a column was successfully mapped and which column they needed to look at next. These graphics were easily recognizable, even for first-time users.

Our support center also saw a dramatic and clear drop in the number of support tickets made concerning the list import tool. This clearly showed that the redesign made it much easier for our clients to import lists into their account.