SponsorCircle

Curating a Personalized Dashboard by Establishing a Comprehensive Sign Up Process

Getting Context

Sponsor Circle Inc. is a Toronto based organization that aims to connect Brands (e.g. Coca cola) with Properties (e.g. Coachella) via their web-based portal, in order to create new sponsorship opportunities for small-medium sized businesses. The organization also caters to agencies that can work on the behalf either Brands or Properties. As such, Sponsor Circle has three major users; Brands, Properties & Agencies.

The Brief

Through an in-depth analysis of our database, we were able to determine that we had a large number of members signed up within our portal who did not have a complete profile. Moreover, it seemed that users would sign-up but only visit the portal 2-3 times without making any matches.

Role:
UX Designer

Time:

Two Week Sprint

Tools:

Figma
Jump to Solution

Discover

UNDERSTANDING THE PROBLEM

UNDERSTANDING
THE USER

To discover the problem from a user perspective, user interviews & a competitive analysis was necessary. We wanted to discover what/if anything first interested them about SponsorCircle, what/if anything would make them visit again and what/if anything made them lose interest.

User Interviews

Users from the platform were reached out at random in order to conduct user interviews.

Competitive Analysis

We were aware that the 2 types of giants in the sponsoring world were: sports sponsorships & influencers. As a result, although our brand does not facilitate sponsorship for influencers, the 4 competitors we chose were 2 of the popular sports sponsorship portals (direct competitors) and 2 of the influencer sponsorship portals (indirect competitors).

Due to the time constraint for this project, our ideal solution was leaning towards option #2.  Our reasoning during this step is as follows:

  1. Book a Demo: We wanted to automate the sign up process as much as possible to increase the amount of completed profiles on the portal without the company’s consistent input.
  2. Chatbot: Might not be able to answer all questions for users. This solution was only seen in one of the competitors sign up process - not a prevalent user flow.
  3. Walk-through videos: Time constraints for this sprint made this option unviable. Moreover videos would need updating as we further develop the inside of the portal

Define

SYNTHESIS

User Personas

The core motives for Brands & Agencies representing Brands were found to be similar. The same could be said for the Properties & Agencies representing Properties. The below diagram explains this further.

Our goal with this journey map was not only to analyze major pain points for each user but also identify similarities between agencies and brands/properties!  Although each users motivations are different, pain points we found were similar for their agency counterparts!

**Lines indicate potential sponsorship connections.

BRANDS.

Blake Smith

Sponsorship Sales Pro

  • works with mid-tier sports team

  • Responsible for generating sponsorship opportunities with brands for sports season

Quotes

"I feel like it takes forever to even begin finding a sponsorship opportunity"

Goals

  • Creating more streams of income for sports team
  • Achieve net annual sale targets
  • Streamline the process offinding potential sponsorships

Jackie Dunphy

Sponsorship Sales Pro

AGENCY
  • works within an agency and her current client is looking for brands to sponsor

  • works on multiple projects at one time

Quotes

"Finding sponsorships always takes too long and often up with zero results, so my team leans on other forms of advertising!"

Goals

  • Achieve her net annual sale goals
  • Bring large sponsorship opportunities to her team
  • Find reliable partners for your client that will help increase audience engagement

PROPERTIES.

Alex Chase

Brand Marketer

  • works on user engagement and building brand awareness

  • Creative mind behind a lot of global marketing campaigns

Quotes

"I am constantly trying to tune in to what our [brand name]'s audience is engaging in, so that I can create opportunities to have the brand engage with them authentically - where they are already"

Goals

  • Wants to be able to find leads quickly in order to stay within the fast paced deadlines within the marketing department
  • Looking for new ways to engage the right audience to keep brand relevant and in the public eye

April Murphy

Media Planner

AGENCY
  • Using various medias to advertise her assigned brands

  • Finds and keeps track of new leads

Quotes

"I want to foster sponsorships that actually have an impact for our clients in the long run! Something memorable!"

Goals

  • Wants to be able to find leads quickly in order to stay within the fast paced deadlines within the marketing department
  • Finding leads for sponsorship and media engagement that really has an impact

SOLUTION

IDEATION

OVERARCHING ISSUE:
Majority of profiles in portal are incomplete & repetitive.

WHY?

PROBLEM

IDEATED
SOLUTION

Terminology for new users were unclear. They were not sure how to classify themselves & who they were looking for.
Defined the three types of users early on in the sign-up process. Users now know who they are before engaging with their personalized dashboard.
Users were unsure of what they needed to do after sign up and what information to add to their own account to entice possible leads.
Increase frequency of affordances to clarify issues and direct user attention. This ensured that profiles were completed to satisfaction.
All profiles displayed in portal seemed random and repetitive and thus users abandoned profile completion early on.
Getting important information to complete a profile during the sign up process.

PROBLEM

IDEATED SOLUTION

Terminology for new users were unclear. They were not sure how to classify themselves & who they were looking for.
Defined the three types of users early on in the sign-up process. Users now know who they are before engaging with their personalized dashboard.
Users were unsure of what they needed to do after sign up and what information to add to their own account to entice possible leads.
Increase frequency of affordances to clarify issues and direct user attention. This ensured that profiles were completed to satisfaction.
All profiles displayed in portal seemed random and repetitive and thus users abandoned profile completion early on.
Getting important information to complete a profile during the sign up process.

IDEATION

Creating a
HMW Statement

OUR HMW 
How might we guide users during the sign-up process to help them create more robust profiles and find the most compatible match for their needs each time they log into their portal?

DEVELOP

IDEATION

Areas For Improvement

Information is missing from profiles, which causes there to be less interested for new users to stay on the platform - which results in more incomplete profiles. So guiding users to completing profiles is essential - but one major question we had as a team was: What information is the most essential for a viable profile!

Due to the large number of information for a robust profile we needed to categorize the info to determine what is absolutely neccessary. By only asking for the necessary information,  we can ensure the sign up process is not lengthy.

IDEATION

Seeking the Solution

The question we asked ourselves as we ideated on the creation of a more robust sign up process...how can we get this information in our sign up process without making the process tedious and overwhelming new potential users during this process?

The resulting user flow...

However, more user information was needed (as we had discovered when we categorized all the information above) for a robust profile; one with the highest possibility of making matches.

As a result, we went back to doing some competitive analysis.
Our team was interested in how other platforms completed user profiles past the sign-up process.

Competitive Analysis

A competitive analysis was performed with SponsorCircle's indirect competitors. The user flow that had the most impact in team discussions was Linkedin. Providing a checklist,  success incentives, & consistent reminders were all ways they encouraged their users to complete their profiles! 

LinkedIn utilizes a completion bar, designed to incentivize users to build a more robust profile.

This research resulted in a revised user flow...

Deliver

PROTOTYPING

FEATURE RECAP

The following images are depictions of the live onboarding created as a result of this sprint. The two main avenues for our solution are depicted below.

Guided Profile Creation:
We created a sequence of questions (providing the most important first) within the sign up process.
Terminology:
The resulting definitions used to provide correct labelling within the portal were first tested with current clients to gauge the level of understanding.

63% of users that are now on the website, have reached an intermediate level of profile strength (86%), increasing their chances of making a compatible match.

Denouement

REFLECTIONS

WHAT DID I LEARN ?

I chose to showcase this sprint as a case study because it was my first end to end project that illustrated both my experience with a local business and my design thinking as the sole UX designer on the project.

1. Keep the user informed about the “Why?”

No one likes long on-boardings when creating a profile for a new website.

This sprint helped see the heuristics in practice. When trying to create a sign in process that requires a bit more information from the user, keeping the them informed about why the profile creation process was prolonged can help mitigate any frustration. The addition of the system status given to the sign process via the second iteration - also reinforces this concept of keeping users informed. This feature provides them with a checklist of things that need to be completed for a robust profile.

2. Flexibility within the UX Design Process

As this sprint represents my earlier time as a UX designer, I can say tha this was my first taste of how non-linear the design process can be. Nonetheless, it seems like the backbone of the process was the initial and final research/testing stage. Validation and feedback help drive further iterations of the product.

Research & testing, as a result of this project and its finding’s have  been something I strongly advocate for to this day.

REFLECTIONS

NEXT STEPS

Design is an iterative process and further steps can be taken to improve our final designs where we can branch into solving for other related user flows.

Data Visualization - Information priority

Now that we have the data from our users that is the most important to make a robust profile - which information would a browsing user deem the most important and thus want to see in the profile cards they find on their dashboard. Which information would they want to see immediately accessible within a profile landing page? Doing further research can help us with further speeding up this browsing experience.

Consistent Information = Easier Funnelling

More consistent information across different profiles can help us with creating useful & new filters, which in turn could possibly help browsing users funnel to their ideal candidate faster. We would want our users searching for a match to feel like a they are using a powerful search engine when trying to find optimal connections. Having each profile be complete can help us in this endeavour.

Page Analytics - How to Stand out

Providing users with the ability to see their profile’s site sessions and how many people viewed their contact information or downloaded their brand guideline can better inform them about where they may need to make improvements to help stand out as possible matches in this portal!