Agorapulse

Better craft, personalize and schedule social media reports

Agorapulse is one of the top-rated social media management platforms that enables agencies, businesses and marketers to manage their social media messages, schedule and publish content, and get stunning reports all in one easy-to-use dashboard.

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At Agorapulse, designers work imbedded in small multidisciplinary teams. I worked on the 8-person report team and I (re)designed the user experience to improve user satisfaction and fuel product growth.

Co-Design Session

A 2-hour workshop is conducted to review our existing report creation modal and see how to improve so that we can create the label report.

GOAL

Define the steps and flows for the Label Report creation. 

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PARTICIPANTS

6 cross-functional team members

• Voice of the customer: 1 Lead designer, 1 Junior UI/UX designer (facilitator)

• Business: 1 Head of Product, 1 PM of Report Feature (facilitator)

• Technologists: 1 Head of Engineering, 1 Full stack software engineer

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THE WAY WE RUN THE PLAY

• Alignment (5 min)

• Crazy 8’s Brainstorming (2 min per user flow)

• Presenting ideas (3min max/participant) 

• Proposal challenges and Group-thinking (15 min in total)

• Dot-Voting (10 min)

ACTIONABLE TIPS

The workshop went well as we achieved the desired results. However, there is still something to improve:

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1. Ensure that the context is clear 🔬

Since I didn’t provide enough hint or guide, team members seemed confused and wanted support during the brainstorming. Making decisions around areas of focus and priorities is the name of this game. It’s good to have a more-detailed intro (context, user research or exploration) to help people get in the right mindset.

The format of the workshop was optimised after Retrospective with the design lead 👇🏻

2. Be open to all kinds of ideas 🧠

Even though we set the "no criticism" rule, some people still seemed hesitant and felt pressured to come up with good ideas.

A great way to get creative juices flowing and get different perspectives, is to switch the criticism mode off and create a relaxed atmosphere. Whenever I see a participant hesitate to put something up or feel awkward from the prolonged silence, I'll encourage them and remind them that all ideas, even wrong or stupid answers are welcome.

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3. Listen better and keep record 👂🏻

Discussions can become very fast-paced, so be a good listener and have a good notetaker(s) who can document it. keeping track of what was discussed and what conclusions we came to will make further action much easier to plan. 

Outcomes

Label report can be considered as a type of aggregated report. Therefore, we will integrate it into Custom Report creation flow.We will take the opportunity to improve the custom report creation modal by integrating user feedback.

Solution to Problem 1

Create a new feature LABEL REPORT to provide visibility into label activity

User flow

For each profile, the user will select one or several labels. Label(s)' selection will be done at the same step as the profiles’ selection.

High-fidelity Prototypes

Solution to Problem 2

Offer an easy-to-use Drag-and-Drop

(*Specific to Label report, Aggregated and individual report, Individual report)

UX propositions "Add Social profiles"

Proposition1: Drag & Drop Side Panel

➕ The profile order can be defined at the beginning

➕ More engaging & interactive

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Proposition2: Profile selector

• Users need to adjust the profile order on the right after checking the box

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Since the Side Panel is a reusable component in our design system and it doesn't support the drag & drop gesture, in order to maintain consistency across different functions (the PUBLISHING as well as the INBOX), the 1st proposition was abandoned, following a conversation with dev team.

Defining UX patterns for Drag & Drop across components

Design systems don’t just create consistency across UI components, they should also advocate for consistent experiences. We defined the drag and drop interactions to ensure that they look and feel consistent across components within the interface.

Solution to Problem 3

Reorganise the sections and options

From Accordion to Horizontal scrolling bar  (*Example: Aggregated report)

User needs to select the sections for each profile during the creation of aggregated report.

Accordions shorten pages and reduce scrolling. However, it does hide content from users and it’s important to account for a user not noticing all customisable sections. Also, accordions cause a sudden UI-shift.

Based on common and critical use cases for our audience, the accordion is not the appropriate widget, we mignt need a different navigational approach.

(P.S. We removed the stepper on the left, which means we no longer have vertical navigation throughout, we don't need to go with accordions to keep the pattern same)

Answer to user need "Add a glossary to the reports"  (*Example: Label report)

"It would be helpful to have an additional slide within the reports with a glossary of all the terms and metrics used" some users suggested.

However, what people SAY isn’t necessarily what they WANT. When digging into their motivations, we were then aware of the real reason behind: Users are not sure about the appearance/meaning of each section until far later.

Therefore, we can fulfil their need better: on hover, enhanced tooltips (including graphics) concisely explain the term of certain sections and allow users to have a general idea.

Solution to Problem 4

Clear entry point to improve feature discovery

Rethink the Navigation bar