CAMPAIGN WIZARD MANAGER (CMS)
Streamlining Campaign Management: The Elite Insights Wizard
Company
Elite Insights
Role
UI/UX Designer
Responsibilities
End-to-end design, user research, competitor analysis rapid prototyping
JUMP TO
Summary
Hifi Screens
0
Streamlined Steps
0
Week Deadline
0
Designer
0
Elite Insights provides software for media companies to run ‘best of’ campaigns, where local businesses compete for top titles, generating engagement and revenue.
In a two-week sprint, I designed a user-friendly Campaign Wizard for Elite Insights, aiming to boost revenue by enabling businesses to set up their ‘best of’ campaigns independently. While campaign setup was straightforward, it involved repetitive tasks that were taking up valuable time for the small Elite Insights team. This project sought to offload these tedious but simple tasks to clients, freeing up the team to focus on growth and allowing the company to take on more clients.
Problem
Elite Insights needed a self-managed option for their ‘best of’ campaigns to reduce internal workload and increase scalability.
Goals
- Create a user-friendly wizard interface for campaign setup
- Guide clients through the simple but multi-step process
- Reduce the repetitive workload on the Elite Insights team
- Empower users to manage their own campaigns
- Increase the company’s capacity to take on new clients without expanding the team
Hurdles
- Two-week timeline
- Working independently without a team
- Ensuring compatibility with existing Elite Insights systems
- Maintaining the comprehensive nature of the platform while simplifying the user experience
Process
I began by immersing myself in Elite Insights’ ecosystem and understanding the campaign setup process in depth.
steps
- Conducting Zoom meetings to grasp the project scope and product details
- Documenting the step-by-step process for campaign setup
- Analyzing previous in-house design attempts
- Creating wireframes for the new wizard interface
- Iterating based on minimal change requests
- Developing high-fidelity designs and preparing handoff materials
Solution
The final Campaign Wizard design broke down the complex setup process into five clear, manageable steps. This structure allows users to progress through the setup process logically and at their own pace, with clear guidance at each stage.
General info
Set campaign name, timeline, requirements, date phases, and website placement
Design
Decide on color scheme, instructions, banner images, and winner titles
Categories
Choose the list of categories businesses can enter
Products
Selection of promotional products to sell to participating businesses (e.g., banner ads, featured listings) to enhance their visibility in the campaign
Bundles
Create optional product bundles at discounted prices
Impact
While specific data is not available due to the contracted nature of the project, the Campaign Wizard has been successfully implemented and is actively in use on Elite Insights’ platform
The potential impact of this project includes:
reduced support
Reduction in customer support tickets related to campaign setup
Increased satisfaction
Increased user satisfaction with the campaign creation process
Faster setup
Decreased average campaign setup time for new users
user autonomy
Enhanced user autonomy in managing their own campaigns
improved scalability
Increased capacity for Elite Insights to take on new clients without expanding the team
Conclusion
The Elite Insights Campaign Wizard project demonstrated the power of user-centered design in simplifying complex processes. By breaking down the campaign setup into manageable steps and creating an intuitive interface, we were able to empower users while potentially reducing support needs.
Reflection
- The importance of thoroughly understanding the existing process before redesigning
- The value of clear, step-by-step guidance in complex setups
- How empowering users can benefit both the client and the business
- The critical role of time management in projects with tight deadlines
- The necessity of rapid feedback loops to gain deep product understanding quickly, especially under time constraints
Next Steps
To further improve the Campaign Wizard and expand its capabilities, I would consider:
future features
- Conducting user testing to gather quantitative data on the wizard’s effectiveness
- Exploring AI-powered suggestions for campaign optimization
- Developing a template library for quick-start campaign setups
- Integrating analytics to provide users with real-time campaign performance insights
