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Ad Schedule is a feature that enables users to display ads in their preferred order. Given the complexity this involves, I identified an opportunity to redesign the feature, creating a clearer and more intuitive flow to help users achieve their goals for a better monetisation and experience.
Company:
Connatix, Saas
My Role:
Sole Product Designer
Services:
User research, Visual design, Prototyping
Timeline:
4 months
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Setting up the Ad Schedule is a complex process, with limited clarity around its concepts and their interdependencies. As a result, customers underutilized the feature and became heavily dependent on internal technical teams for support.
The goal of this project concentrates on enhancing the usability of the Ad Schedule. This would require to minimise user confusion with clearer terminology, enable users to configure schedules independently, and drive greater engagement and retention of the feature.
To gain a deeper understanding of user pain points and behaviors, I began to analyse usage data for the existing Ad Schedule features by working closely with the data team to identify the most engaged customer segments. Then, I leveraged our internal analytics tool to highlight friction points and common missteps in the ad configuration process.
Moreover, I conducted in-depth interviews with two of our Solutions Engineers, who frequently support customers in configuring platform features. The objective was to understand where users encounter obstacles and seek assistance, identify concepts that generate confusion, and gather expert suggestions that potentially could streamline the workflow and accelerate adoption.
Based on the gathered insights, I focused on the potential solution of simplifying the experience and making complex concepts more visual. I started by breaking down each Ad Schedule feature into clear, independent steps, by adding descriptive labels, tooltips, and inline help informed by the advertising glossary to reduce user friction. While the Ad Schedule is a step in the Player’s configuration, it operates independently from other features and can be tested on its own.
Correlated Ad Schedule features were mapped together to make UI changes easier to track, and a real-time visual preview was introduced to show how schedule adjustments would impact the video player. The video player preview updates dynamically based on the Ad Schedule configuration by using the existing design system tokens.
Given the complexity of the advertising domain and the varied expertise levels of our users, it was essential to simplify processes without compromising functionality. To achieve this, I collaborated closely with the development and product teams to understand the underlying logic and dependencies of the ad scheduling system, clarify advertising terminology and edge cases, and ensure that all proposed changes were technically feasible.
Initial prototyping tests with the engineering and product teams showed that the changes improved significantly their workflow and clarified key concepts. The next step would be to conduct testing with both high-frequency users and those who had experienced the most pain points, then iterate based on their feedback.