Flight Plans
Smart Drip Campaign by Cirrus Insight
Research, UX, Interaction, Visual Design
Designed with Sektch, inVision
Introduction to Flight Plans
Flight Plans have nothing to do with booking a flight! It is a drip campaign feature by Cirrus Insight that lives in a user’s inbox. It allows the sales people to increase their productivity by automatically triggering personalized emails, calendar reminders, calls and tasks (to-do’s) to nurture their clients.
RESEARCH
User Research
We started by asking our own sales-people and managers about their needs by conducting surveys and quick interviews. And this is a list of needs and goals we came up with.
Manager/Admin
- 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
Competitor Analysis
We had competitors in this field such as Salesloft, which offered a stand-alone app. Cirrus Insight’s biggest competitor, Yesware, also released a similar feature right after our launch, so we constantly reviewed, compared and improved our feature.
Prototype Create a Flight Plan
After many revisions this is the final version of creating a new flight plan. An important addition to this flow is choosing an Outcome in case the campaign was not successful.
FINISHED DESIGNS
Watch it Rock
Flight Plans Page
This page contains a complete list of all flight plans and all the details of how many receivers are in each one, what steps have been taken and what outcomes have been received. User can also click on each flight plan to see details and stats of each flight.
Flight Plan Detail Page
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.
Action Items
We knew we wanted to have an actionable list for our users based upon user feedback. Every morning they could take a quick look at what has happened with their campaigns and what actions they need to take.