Overview

This project is merchant facing. It demonstrates my ability to influence and collaborate with my product and engineering partners to take bigger strides forward in improving the current experience. To inform this overhaul, I collected and analyzed competitor screens. I revised the information architecture, as well as introduced new patterns/interactions for our main controller.

Working with my engineering partners, I created and delivered a scalable framework that will easily accommodate any new offerings. Because we implemented the live preview from the direct source code feature, no asset shown will ever be out of date.

Also known as: Pay Later Messenging Center, Promotional Portal

My role: Lead designer
Platforms: Responsive web
Disciplines: UX/UI, Prototyping, User Research/Testing
Tools: Sketch, InvisionApp
Launch: October 2020

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Problem

Merchants want to offer pay later options to their customers so they’re more likely to purchase and increase overall TPV. PayPal is enabling pay later financing within checkout, so all merchants need to do is promote it on their site.

Goals

  • Make it easy for merchants to grab assets/code to integrate pay later messaging on their site
  • Provide the ability to choose and customize the design of the asset
  • Onboard existing and new merchants to the pay later suite
  • Increase discoverability and use of new pay later product

Design Process

1

Collect and analyze competitor experiences to benchmark our work with the industry
2

Document E2E of all entry points and touch points (marketing pages, emails, in product flows etc) to understand the customer journey
3

Identify pain points and opportunities to ideate and rank features with leadership
4

Iterate on design informed by research and feedback to develop a scalable framework

Research & Explorations

I can’t share much of our explorations because there are many features yet to be added 🙂

Here is a little snippet of the information gathering and analysis workflow:

Final solution

Live on PayPal.com
Animated graphic to cycle through various messages
Quick and easy access to code right away, or customize
Ability to send instructions to someone else
Live preview of the asset
Easily see the different content variations
Choose options to see real-time preview above
Fully responsive previews
Choose placement, size, and color options
Get code or email to someone the customized asset
Learn best practices in this guide
Examples of best placements
CTA to get started
Expand/collapse FAQs
Option to give feedback on the UX
Or report any bugs

Outcome

TBD – launched in 2020

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