Nativo Edit Pages
Date - 2019 | Disciplines - Product Design, UX Design, UI Design | Tools - Sketch, Invision, Zeplin | Team - Monica Zendig
Problem
The Nativo platform allows advertisers and publishers alike to setup, run, and track the performance of ad campaigns. As new products and features began to launch at Nativo so did the number of design inconsistencies across many pages, mainly the campaign, budget, and ad edit pages. The inconsistencies across these pages included outdated UI elements, broken navigation, and broken interaction designs. Many users were left confused and frustrated completing the simplest of settings when creating an ad campaign and a redesign was long over due.
The old edit pages had outdated UI including clunky buttons, a drab color palette, bulky table builders, and old settings that added clutter to the page. Global navigation and breadcrumbs were also missing, giving users no context of where they were in making their campaign.
Role
Working with the director of UX, I took the existing edit pages with the old UI and unneeded settings and redesigned them with new UI, improved functionality, and removing old settings. I worked with key stakeholders from our ad operations team who used these pages to manage campaigns on behalf of Nativo’s advertising partners.
Discovery
To collect the most relevant data, I conducted user research with the director of UX and members of our ad operations team. We began with questionnaires, asking basic questions about their process in setting up a campaign and identifying any bottlenecks. Next we met in smaller groups and had them create an affinity map of where they organized and prioritized all the settings required to build a campaign.
In small groups, members of our ad operations team identified which settings were most important to them when creating an ad campaign, plotting them on an affinity map in order of importance and category.
Process
With the information collected I sketched rough outlines of each edit page. Once aligned on the general structure of each edit page, we developed an iterative process for creating high fidelity mockups as deliverables for final review and for our engineering team to build. Over the course of six months we built, demoed, and QA’ed until we all had a product we were all aligned on.
Early variation of the budget form using both horizontal and vertical navigation.
Another budget form variation with only horizontal navigation and a detailed summary panel.
Results
The campaign edit pages were launched in June 2019 initially as an internal staged feature. Once there was an overall adoption of the new edit pages we rolled out the update to our publishers two months later. Our internal teams were very happy with the streamlined UX of setting up an ad campaign. Clear navigation, consistent UI, and clarity around all campaign settings allowed users to create campaigns more confidently and efficiently.
Campaigns
The campaign edit pages were designed to allow our managed service team to easily create campaign shells that would house budgets and ads. The new design included a new sellers table to determine attribution of a campaign across different sellers. A new section was also created, dedicated to companion assets, allowing users to upload and preview their social widgets and banner ads.
Budgets
With a wide range of settings the main goals of the new budget edit pages were to streamline navigation and provide a dynamic overview across all pages. Features like the “budget snapshot” allowed viewers to see the health of their budgets as well as how changes to certain settings would affect the overall budget. Completely redesigning the targeting table, we helped our teams manage lists of hundreds of targets manually and through bulk uploads.
Ads
The Nativo platform campaigns are made up of campaign shells where budgets are created and then ads are linked to those budgets. Ad edit pages inherit all the settings from their parent campaign and budgets. With the new redesign we added tools to make it easier to override these settings and provide additional context when those settings have been changed. One of the most significant changes to the page was the ability to generate an entire ad from an existing creative already saved on the Nativo platform. In a few simple clicks, users can select an existing creative and use its images, preview text, headlines, and general copy to create an ad ready to go live.