Marketing Calendar

 

Design a workflow to manage several marketing campaigns happening at once across hundreds of franchisees

  • Overview of marketing activities across accounts

  • Ability to filter accounts in view

  • View sent email response metrics

  • Adjust timing of marketing activities to not overload audiences

  • View and edit on desktop and mobile devices

 

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Problem

Users lack centralized overview of their marketing campaigns.

Large franchisees can have several marketing campaigns happening at once across hundreds of franchisees. They needed a way to have an overview of which activities are going out when so they can see if there are opportunities to reach their key audiences. I worked with product managers to interview customers and find where we could bring the most value, then sketched, wireframed and designed a web and mobile marketing calendar that brought to life the physical calendars all marketing teams use today. 

 

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Customer Interviews

 
Currently have multiple physical and digital calendars and would like to visualize their process holistically. Would love a way to manage their scheduling process digitally in Emma.

Currently have multiple physical and digital calendars and would like to visualize their process holistically. Would love a way to manage their scheduling process digitally in Emma.

Content for emails is ready months in advance. They'd love to prepare emails and see them scheduled on a calendar in Emma to more easily adjust the cadence. 

Content for emails is ready months in advance. They'd love to prepare emails and see them scheduled on a calendar in Emma to more easily adjust the cadence. 

Marketing activities are going out from several different planning programs - would like to see them all in one view. Would be helpful to color code accounts on calendar to more easily group different account types.

Marketing activities are going out from several different planning programs - would like to see them all in one view. Would be helpful to color code accounts on calendar to more easily group different account types.

 

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Planning

Took feedback from customer interviews to plan roadmap and key milestones with product manager and lead engineer.

✍️
Lo-fi Sketches

Quickly iterated through key components of calendar as well as desktop and mobile layouts. 

 
 

🖱️
Wireframe

 

Using sketches as a stepping off point, moved on to wireframes to further explore workflows and sizing and spacing necessities based on current product grid set from style guide.

 
Screen Shot 2018-02-06 at 4.32.41 PM.png
Screen Shot 2018-02-06 at 4.32.32 PM.png

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Solution

 
“I just checked out the new marketing calendar! It’s super helpful and easy to use. Plus it looks really slick. ;)”
— Spur
“Because I’m such a visual planner this is really fun for me.”
— Goldi Blox
“You took the problem, not the solution that we suggested, and made it easier and better.”
— American Jewish University