Conversion goal updates

Before Star Analytics 4 would replace Solar Analytics, we knew advertisers faced the challenge of updating their conversion goals in Star Ads. These issues would cause reporting inaccuracies and hinder campaign optimization.

As the content designer, I crafted in-product guidance to simplify conversion goal updates, enabling marketers to optimize campaigns and ensure accurate reporting with minimal friction. My intention was to allow the in-product messaging to help advertisers understand and update their conversion goals in preparation for a new analytics system.

Role
Senior Content Designer

Team
UX Designers, Product Managers, Software Engineers, and Program Managers

Company
Advertising company

Timeline
April 2023 – June 2023

The launched content surfaced actionable recommendations and communicated the expected short-term shifts in campaign performance.

What were our goals with the content?

Provide informed recommendations
Be transparent about potential changes, both positive and negative, to foster trust and encourage informed action.

Reduce friction by doing the work for users
Simplify tasks by breaking them into manageable steps and automating where possible.

Motivate action with balanced messaging
Highlight the benefits of taking action while being clear about the risks of inaction.

Enhancing usability through refined content hierarchy

Upon gaining access to my design partner's Figma files, I streamlined the headlines, replaced passive language with action-oriented alternatives, and reduced visual clutter by using progressive disclosure to make complex information easier to digest.

After conducting a literature review of past research and consulting with my research partners, I reframed the main headline as a “switch” to new analytics. This aligned better with the advertiser's mental model and was shown to reduce hesitation and promote action.

After consulting with my product management and design partners, I discovered opportunities to streamline the in-product messaging even further. I removed redundant content and summarized key points to improve clarity and help advertisers focus on critical tasks.

As we neared the end of the project, I partnered with our help content team to identify where advertisers might need additional support. We consolidated help resources and incorporated tooltips for just-in-time guidance, balancing detail with simplicity.

Turning a guide into an actionable recommendation

We explored sharing everything with the user. We hoped they’d have all the information to take action. After reviewing this with some advertisers in a roundtable, we found that this approach made the experience overwhelming.

After some discussion with stakeholders, I worked on my own and explored what it would take to help advertisers make these changes quickly. I proposed two columns to share the old and updated settings to show users what’s being updated. The advertiser would just need to review our recommendations and approve them.

After discussing the feasibility with our engineering partners, we found we could build this concept and that the changes advertisers needed to make were pretty straightforward. The implemented automatic recommendation allowed advertisers to confirm updates quickly while reducing cognitive load.

Challenging language precedent

Replaced vague terminology, “1 to 2 conversion cycles” with precise timeframes to improve clarity and reduce potential confusion.

Tailored messaging to separate free and paid users needs to reduce confusion and ensure clarity for both groups.
Learnings
While specific user metrics were unavailable to share, the project received positive feedback from stakeholders for its clarity and usability improvements.

This project solidified my role as a trusted content design partner, demonstrated my ability to influence design and product decisions, and laid the foundation for future impactful contributions within the team