Preference Manager

Preference Manager

When it comes to keeping in contact with customers, Sensis rely upon emails to communicate messages. Messages range from important transactions, product updates, to social events. Users aren't all the same, and Sensis were finding customers wanted more control over what types of messages they receive. The existing opt out process disabled all messages, removing them from all important messaging. Taos Creative was employed to design an opt-down process, which gives customers the ability to choose the content they receive in their inbox.

My Role

Solution

Mainting a simple user interface was the key objective, as the client's userbase tend to be small business owners with mild proficiency in using technology. Initial designs supplied by the client illustrated four boxes stacked horizontally, which contained a message type and a desciption on the content of the message. Users would then press a button to unsubscribe from that particular message.

I assessed the design and suggested a list of checkboxes was more effective as customers relate the design pattern to making choices. A second column was introduced to evaluate the customers choices by displaying what they will and won't receive.

A rapid prototype was produced using HTML5, CSS3, Twitter Bootstrap, JQuery and Javascript. This prototype illustrates how customers would interact with the interface.

High fidelity wireframes and prototype were built Axure to illustrate the user flow and interaction.

Wireframes and prototype for preference manager

Prototype for preference manager, selecting preferences on the left will update the column on the right

Preference manager final design

Preference manager final design

Result

The solution gave customers more control over their email preferences, in turn reducing the overall churn rate for the client. The portal was built responsively, so customers could access across a variety of devices.

In addition, I supplied technical documentation to all stakeholders during development process. This included a project outline, Axure wireframes and user journeys.

Results achieved from technical documentation: