Offers creation engine
Dashboard design
An Offers Creation Engine for CAFU’s internal team to create and manage offers that would be displayed to end-users on their customer app. The engine needed to support different types of offers, including promotions and bundle deals, and ensure a seamless and secure user experience.
Client
CAFU
Role
Lead Product Designer
Team
PM - Raheel Ahmad FE and BE devs
Duration
8 weeks - Oct 2023
GOAL & OBJECTIVE
The goal was to design an intuitive, efficient interface for creating and managing offers. The project aimed to differentiate between single offers, bundle deals, and campaigns, while incorporating advanced user segmentation for targeted promotions. It also prioritized security measures to prevent voucher misuse and clear guidance for users throughout the process. The Offers Creation Engine empowers the internal team to easily create effective and secure promotions.
EXPLORATION PHASE
User interviews & Stakeholder meetings
UX/UI Design Audit
Destructing the creation process
Simplifying the process and technical terms used
Benchmarking
FINDINGS
Ease of navigation and intuitive design were critical for internal users.
There was a need for a progressive form UI to guide users through complex offer creation steps.
Users needed clear differentiation between offer types.
Security of voucher codes was a major concern.
DEISGN PROCESS
1. INFORMATION ARCHITECTURE
Structured the form into five main sections
Offer type
Service type
Target audience and user segmentation
Offer validity
Offer details
2. WIREFRAMES
Created low-fidelity wireframes to map out the user flow and interface layout. Key considerations included:
Progressive disclosure to avoid overwhelming users.
Clear visual indicators for non-editable steps.
Intuitive navigation between steps.
3. HIGH FIDELITY DESIGNS
Developed detailed mockups incorporating brand colors and styles. Key design elements included:
Progress Indicator: To show users their progress through the form.
Clear Call-to-Actions: To guide users through each step.
Tooltips and Instructions: For better user understanding and reduced errors.
Security Features: To prevent voucher code misuse.
The Promotion Creation Engine successfully streamlined the process of creating and managing offers, ensuring security and ease of use. The internal team reported a significant reduction in errors and improved efficiency in creating targeted promotions.
IMPACT
Improved efficiency in creating and managing offers.
Enhanced user satisfaction with a clear and intuitive interface.
Reduced risk of voucher code misuse.
Reflecting on the project, the following improvements are planned for Version 2:
Support for multi-service and product offers.
Enhanced analytics for monitoring promotion performance.
Continued user feedback integration to refine the UI.