Smart Drip Campaign by Cirrus Insight
Research, UX, Interaction, Visual Design
Designed with Sektch, inVision
Introduction to Flight Plans
Cirrus Insight is a productivity application targeting sales and marketing people. Features such as email campaigns, and email tracking allows users to send a series of emails to their customers and track if they have been opened or replied to, and take the next actions accordingly.
But defining the next steps could to be challenging. Users need to find the best way to nurture their clients. Also these tasks could be repetitive on the same campaign.
The solution could be an automated series of steps, designed and templated for similar campaigns that was easily distributed between all team members. This would allow the team to be more productive and share the same campaigns. It would also allow the managers to orchestrate campaigns and see analytics on each campaign and also rate the performance of their team members.
- Create Flight Plans
- Create call script and email scripts and save them
- Create Outcomes and give them a monetary value
- Monitor Flight Plans to see which ones were more effective
- Monitor salespeople to see how effectively they are using the flight plans
Marketing or Sales
- Send out Flight Plans to one or more recipients
- Customize Flights
- Monitor progress of their flights
- Quickly take action when a step is completed, such as they have received an email reply or they need to follow up with a call
Flow Chart Create a Flight Plan
Starting a Flight Plan Flow
Wireframes Create a Flight Plan
Testing and Iterations
Designing flight plans was an iterative process. I created wireframes for each flow, tested them with real users, designed high fidelity based on test results and tested and revised them again.
Prototype Create a Flight Plan
Start a Flight Plan
DESIGN, TESTING, REDESIGN
Flight Plans Page
Flight Plan Detail Page After Testing
On previous post, when user clicks on one flight plan they will open the flight plan activity page. Designing Flight Plans was an iterative process. Here I show two versions in the design process. At the beginning we were obsessed with using a diagram that resonates a sales funnel. But after testing version 7 we learned our users do not understand the diagram or the iconography. So we moved on to different diagrams and graphics that were more understandable. We also broke this page into two: Outbound momentum and Step details as we didn’t want to cramp too much info in one page.
Watch it Rock
Flight Plans Mobile
Cirrus Insight is a desktop first app. But we implemented everything on our iOS and android devices platform as well.
I started designing all desktop features for mobile. But after testing the prototypes we decided to remove parts that will not be useful on mobile.
For example, I first started with designing the navigation including Flights. But soon after testing we realized that users would create new flight plans on desktop rather than mobile. So we simplified the navigation for easier usability.
More Mobile Flows and Pages
Flight Plans on Mobile
The Flight Plan feature was launched in June 2017. It allowed our company to open a third-tier price point to our clients.
After the first year of release it brought half a million dollars of profitability to our company.
We constantly tested and reviewed this feature in Cirrus Insight. We gathered data from customer feedback and Amplitude which allowed us to enhance the UX and UI. We also analyzed competitors regularly to make sure our product is always relevant and top of the line.