The one where user testing improved our icon library

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

The Challenge

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.

The Solution

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.

Gaining insights through user testing

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.

Exploring potential solutions within

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.

checklist

Add Functionality

Our current icon library served more as a reference than a functional tool, lacking the structure needed for designers to easily locate and use icons efficiently.

psychiatry

Plan for Growth

Not all icons were added to the library, causing valuable icons to be missing and hard to locate. Additionally, the separate library for icon GIFs made it difficult to identify which icons had motion available.

sync

Establishing Consistency

The absence of process documents led to inconsistency in how the library functioned, especially when new icons were introduced. Without a clear reference, the library became difficult to navigate and update once icons were converted into components.

Collage of Santander icons
No items found.

Improving the icon library

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.

Collage of various modules with an iPad displaying a Santander-branded email on its screen.

Integrating it into the process

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.

Collage of Santander icons
An example of how designers can search for icons using keywords.
Demonstrating how icons are identified as GIFs with a download link.
No items found.

Key findings and lessons from this project.

Maximizing your time means recognizing the pain points in the process and actively working to resolve them.

Let's connect

Whether your need support with designing, consulting or learning, let's bring your ideas to life.  

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.