ZenAgain
Campaign Performance Dashboard
As the founding Product Designer at ZenAgain, I helped transform our service-based approach into a scalable, self-serve product. By focusing on the key insights clients need, I designed a dashboard that empowers them to manage their own campaigns, cutting down our team's involvement and driving major improvements in scalability.
Overview
ZenAgain is a B2B marketing platform that enables retailers and CPG brands to leverage mobile wallets as an innovative marketing channel to support offers and campaigns. In the early stages of product development, we were focused on finding product-market fit by running campaigns on behalf of brands in a service-based model. The goal was to eventually build a self-service platform based on insights from these client experiences. Through user interviews and feedback from live clients, we discovered a key need for a dashboard that would allow clients to monitor campaign performance in real-time and make data-driven decisions to optimize engagement strategies throughout their marketing efforts.
I designed this dashboard, using user research and testing to create a solution that provides clients with clear, at-a-glance insights into key performance metrics, empowering them to adjust their strategies using real time data and improve campaign outcomes.
My Role
Product Designer
Duration
3 Weeks
The Team
CEO
Front End Engineer
Back End Engineer
Tools
Figma
Otter
Github
​
The Challenge
Brands and retailers need a way to effectively track and optimize the performance of their marketing campaigns through mobile wallets, but lack a user-friendly solution that provides real-time insights and actionable data to inform their engagement strategies.
"How might we enable brands and retailers to easily monitor and understand the performance of their marketing campaigns, allowing them to make informed decisions and optimize their engagement strategies?"
The Solution
Real-Time Insights, Smarter Campaigns
​We worked to deliver a solution that met the needs of both existing users and prospective users, with features including:
1
Usage metrics exposed for clients with API integrations that provide real-time redemption metrics
2
Percentage deltas over the selected time period filters for quick campaign performance insights
3
Rate metrics, based on user research, to identify which aspects of a campaign are performing well or need improvement.
User Research
For this project, we conducted user research by engaging directly with existing customers for whom we were manually generating reports. We also leveraged relationships with a few key contacts within our client companies to gain deeper insights. Through these discussions, we identified the most valuable metrics marketers needed to define their strategy, as well as the data their leadership required to demonstrate ROI. These conversations were instrumental in shaping the key metrics we included in the dashboard, ensuring it met both strategic and reporting needs.
01
Need for self-sufficiency
Users expressed a desire to access real-time campaign performance data without relying on manual reports from our team, highlighting the demand for a self-serve solution.
03
Improved Efficiency
The manual reporting process was time-consuming for both clients and our team, creating inefficiencies. A dashboard would streamline this process and improve overall operational efficiency.
02
Strategic Metrics
Marketers needed specific metrics to refine their strategies, while leadership required ROI metrics to justify investment, signaling the need for a dashboard that caters to both.
04
Scalability
As the client base grows, the current service-heavy model is unsustainable. Reducing client touch points by reporting through a dashboard will allow us to scale without increasing the team's workload.
Key Takeaways
Features
Limitations
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Component library limitations: While PrimeVue provided a solid foundation for the dashboard’s design, its pre-built components occasionally limited customization options, requiring additional development work to adapt the UI to specific user requirements and maintain design consistency across the platform.
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Customization constraints: The initial dashboard design offered limited flexibility in terms of customizing the display and filtering options for different metrics. Users with specific or advanced reporting needs found the default setup restrictive, requiring additional features or manual workarounds to fully tailor the dashboard to their unique campaign strategies. Expanding these customization options would enhance user experience and cater to a wider range of client use cases.