This application/website is a place for users to (1) create messaging campaigns that will be sent to their customers via SMS or other channels (2) create lists/segments of their customer base to send campaigns to (3) respond to incoming messages in an automated or manual manner (4) create, store and easily search customer information (4)
This project will cover 2 pages/flows: (1) Dashboard (2) Campaign creation
These pages exist now but need re-skinned and re-thought from a UI standpoint (screenshots attached). The “north star” is a messaging app called Slack. It’s extremely intuitive, clean graphic design and attractive to use. Right now our pages look a bit too much like an enterprise company. Please take inspiration from designspiration and behance.
Current version: “99_dashboard” attachment.
This is the main view for someone handling in-bound messages. It currently has 2 main columns (1) 'Open' customers - which are new messages coming in that need to be responded to and ‘claimed’ by a user/agent, (2) ‘Claimed by me’ - customers that have been claimed by you the specific user/agent.
I’d like to see some UI alternative to this that simply the interaction. For example, only one column of messages that are “open”, shown in an inbox-like style, with power user options similar to what’s in the current design (ability to select multiple messages and perform actions like ‘claim’ or ‘close’). The act of claiming a user should be shown some other way. Open to ideas here.
Once users are clicked on or claimed, a new screen appears for actual messaging which is NOT a part of the scope of this design project. However, it’d be great to see some options for in-line editing, which doesn’t require a separate screen to be opened, but perhaps a slide-down or slide across interaction.
Navigation should move to a left-bar format. Currently there are 10+ options, this can be reduced to the following for now: (1) Main/Dashboard (2) Customers (3) Campaigns (4) Commerce (5) Settings/Admin.
Current version: “99_campaign” and “99_campaign_2” attachments.
This current version only lists campaigns that have already been created. We need to add search/filtering for this section.
The fields that are shown now are (1) name (2) message (3) status. We can remove 'message' but add the following fields (1) date (3) total sent (4) conversion % -> ’name can be (2) and 'status' can be (5)
We should have easy filtering for all of the fields mentioned above.
Let’s add a button at the top to “Create campaign” which should start the campaign creation flow.
(This currently exists on the “99_campaign_2” page, but we’d like to combine this flow into the same page.)
This can push down the list of historical campaigns and display a new form for campaign creation.
The existing campaign creation process (‘99_campaign_2’) should be re-ordered and re-designed.
Can be removed:
Add customers to sent list
MMS link: (to be replaced with image drag/drop or upload button”)
The fields to be used:
should be a drop-down of possible lists to send to, e.g. ‘All’, “US Only”, etc
Drag/drop or upload link
Character count displayed
Type to search/select from existing product set
Should be able to (+) add multiple products
Optional - set date/time for message to be sent
The components on the bottom right should also be incorporated - e.g. progress bar, number of messages sent and remaining. This should likely be at the top of the flow.
Start messaging and pause messaging can be turned into Play and Pause buttons/elements.
Upon saving - new campaign will be added to the existing list of other campaigns on the page - which should be sorted with most recent first, so the just-added campaign will be at the top with the status of “pending”.
Current version: “99_customer” attachment.
This is not part of the design scope - but just attaching for additional existing UI/design reference.