A new screen in our dashboard where managers or team leaders can follow the history of the campaign messages that sent to donors or ambassadors, and can see the data of conversion and clicks.
My role: UX Research, UX
CauseMatch Project
In our recently updated control system for the charitable crowdfunding platform, we've introduced a new Messages Dashboard. This feature empowers leaders to track communication history with ambassadors, monitoring metrics like conversion rates and clicks. The dashboard streamlines workflow with ambassadors, offering insights to enhance engagement and optimize communication strategies. With this valuable addition to the dashboard, managers can efficiently assess the impact of messages, ultimately helping ambassadors reach their goals by maximizing donor support for the charitable cause.
We know our users and their needs, I mapped the personas accurately, their times of use of the product and their needs from the product. In this way I created a precise list of elements that would be included in the UX
age 27 | proffession Finance|
The Use:
year after the campaign, want to remind donors to renew their donation/want to verify new visa/payment option
The Need:
who opened/didnt clicks, want to see details of donor (button to details- want to call him) want to see clicks on link
age 60 | proffession CEO
The Use:
end of campaign, wnat to thank the donors of their donation, want to see who clicked on the link in the message
The Need:
clicks per recipient, who opened\didnt
open rate\clicks
age 35 | proffession head of campaign
The Use:
During the campaign, want to encourage his ambassadors to reach their goal.
The Need:
to see who opened the message, what is his goal? did he strart already to achieve the goal? when did he opened the message? was early? late?
Need to get real-time data on each ambassador's status
Receives data on the opening of the message, clicks on the links and the opening time
Investors want to invest in a popular investment, they want to know the public's opinion about the project
Order of recipient will be according to opening time
sending recipients \verify payment option
link to the donor\ambassador details
With the start of using the message history screen, more and more customers improve their performance by monitoring the messages sent to ambassadors during the campaign, or to donors who stopped their donations, the improvement in performance is of course reflected in the amount of money raised and an updated and active set of donors.
