Goals

In addition to making the new product easy to user and enjoyable, the process of legal review should also be easy and transparent for Marketers and the PRH Legal team.

My Responsibilities

• UX Research

• UX Design

• Interaction Design

User Stories

As a marketer, I want to build and design a gift with purchase campaign in as few steps as possible, so that it does not take a lot of my time to build a campaign

As a marketer, I would like to be able to see data about my Gift with Purchase campaigns upon logging into the tool, so I can quickly find any campaign

As a lawyer, I would like to review every campaign before it goes live, so that we can ensure marketers are not doing or asking customers to do anything illegal in their messaging, rules, or with their prizes. 

Marketers' role

• Marketing team are already using a propriety campaign creation tool called SnapApp and are comfortable using it because it's easy to use and and intuitive.

• Painpoints with SnapApp: Once the end user downloads a gift, there is no way of going back and the marketers cannot embed the campaigns into their client's website.

• A nice feature to an automatic contact option and a way to integrate with contact information database from other applications

Additional information

• Work with a List of Names and have a faces associated with the list of names because they have a disconnect with just the list of names only.

• They would like a way to have an auto-confirmation without an email confirmation

• A way to prevent a user from signing up multiple time

Campaign Creation

• Marketers are used to using WYSIWYG

• Scaling/cropping images are important

• Responsive Design

• Layering images and adding text

• Some of their clients want more emphasis on visual design

• Option of adding major retailer partners

• Currently, there's no way of tracking how the confirmation numbers are used

Working with Legal

• Marketers never worked with legal

• Typically used to a privacy policy

Legal's Role

• Walks through structure promotions

• Gives paragraph terms

• Tweak Paragraphs

• Approve all promotional material

• Approval process involves checking a checkbox and go live

Legal's Process

• The process is very quick if it's digital but physical

• Digital gifts - very quick process

• Physical gifts - can take up to 48hrs to review

• Legal team should have ability to edit rules

• The items the elements needing editing should be clear

User Flow diagrams

This drawing helped us establish a path would take based on decisions they make. It also allowed us to fill in the gaps between where marketer's role ended and the Legal's started.

Users Journey

• We learned that the user will typically duplicate existing Campaigns instead of create a new campaign from scratch

• Do we need to add contact information at the Start of the Campaign creation processWhen Legal receives a new campaign, there’s contact information already available

• Emailing a Campaign can take an hour not knowing when legal viewed the Campaign and not know when legal will contact the marketer

• When the legal reps reviews the campaign, they should be taken to the sections they are responsible for. We are going to lock the elements they are not responsible for

• Allow marketers to Un-submit the campaign after the legal review