Designed ongoing user email journeys that enhanced clients' banking experiences. Additionally, I developed design strategies to enhance our design system that improved internal workflows.
Digital Marketing
Design System
Agency
GALE Partners
Role
Senior Designer
Senior Studio Designer
Santander Bank is a global leader in the banking industry, serving 5.2 million customers. It offers a wide range of accounts, including Personal Banking, Small Business, Commercial, and Private Clients.
The client wanted to leverage common banking activities, such as transactions, to trigger personalized email journeys that provided customers with more in-depth information to enhance their banking experience and meet their specific needs.
We aimed to utilize user journeys to drive growth and innovation in the client's CRM experience, ensuring the information delivered was not only relevant but also presented with cohesive, engaging, and on-brand designs. Additionally, it was essential to establish a seamless internal process to ensure the right banking information reached the right clients.
My focus was develop design strategies to maintain user engagement throughout the journeys and to pinpoint areas for improvement based on data from user testing. Lastly implementing long standing solutions that improved internal organization and streamlined daily processes.
We often used results from quarterly A/B user testing as it provided valuable insights into which design and copy treatments resonated most with customers. These results helped guide the direction for our next series of campaign journeys, ensuring we maximized the impact of our triggers.
My objective was to incorporate and adapt any new findings into our designs as well as seamlessly integrate anything new into our library for more efficient workflow management.
A key insight came when we discovered that users were more engaged with emails featuring motion elements, such as videos or animated GIFs. From this new finding, my goal was to develop a system that would make it easy to incorporate movement into every email quickly.
By auditing our existing email design structure revealed that simple icons were used extensively across nearly all emails. These icons became a simple solution as they can be easily animated, providing a quick and efficient way to add motion to our emails.
The first step was to refine the existing assets. This involved resizing all the icons and ensuring consistent stroke weights, which enabled seamless interchangeability once the icons were converted into components.
Any missing icons from previous emails were identified, collected, and added to the new library. Icons were then named based on their actions or descriptors for easy searchability, before being turned into components.
For icons with animation, an additional GIF variant was created. By combining the static and GIF icon libraries, we streamlined the process and clearly indicated to designers which icons had motion versions. Finally, our GIF files were uploaded to an internal website for easy download. A direct link was added beneath the GIF variant to ensure quick access during the development stage, when needed.
We saw significant workflow improvements with a seamless way to add motion. I introduced a process for how to add any new icons along with any corresponding GIFs to the library during the production phase by Studio Designers. By incorporating this task into a specific stage, we were able to smoothly integrate it into our workflow ensuring no new icons were missed.
Lastly documentation was essential for this client, as it was easily accessible information to everyone to reference, eliminating the need to rely on any one person’s knowledge. Later on I then was inspired to created a series of process documents, such as"How to request motion on an icon" and "Steps for packaging a completed project for developers." These documents played a key role in setting up our team for success, especially when onboarding new members.
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