Overview

This was my first project under the merchant/seller side of Venmo. I was tasked with creating the onboarding experience for sellers who have registered businesses instead of sole proprietors which involves more sensitive data that we need to collect.

The scope of the project was just for registered businesses, however I approached this problem holistically and created a framework that aligns all business profile sign up experiences.

We continued to monitor and optimize this experience to increase conversion rate with proven results.

My role: Lead designer
Platforms: iOS/Android
Disciplines: UX/UI, Prototyping, User Research/Testing
Tools: Figma, UserZoom
Launch: October 2020

Problem

Some users use Venmo to exchange money for their goods and/or services. They might be receiving money from friends for lunch, while also accepting payments for their business. Transactions are all mixed which makes it difficult for sellers to manage bookkeeping. Buyers are also hesitant in paying a seller they do not know, and want to confirm that the seller and business is legit before doing so.

Goals

  • Sign up for business profile
  • Appear more professional and establish brand presence on Venmo
  • Separate personal and business transactions

Design Process

1

Analyze metrics from current experience to understand drop-offs and opportunities
2

Conduct UX research to validate usability and comprehension
3

Launch to observe and evaluate the analytics data
4

Form hypotheses to test and optimize the experience, improving conversion rate

Research & Explorations

RITE (Rapid Iterative Testing and Evaluation)

  • Week-long to test for usability and comprehension
  • Updated copy daily

A/B test

  • Landing page variations
  • Focus on content around fees, free trial, and value props
  • Added marketing videos

Continued optimizations

  • Added manual way for users to select category
  • Updated graphics
  • Updated touch areas for a11y

Final solution

Landing screen – collab with marketing

Self identify type of business

Add background and profile photo/logo

Choose from camera roll / gallery

Take a new photo

Talk about your business

Select from list or search for relevant category

Collect sensitive info

Add ways for people to contact you

Preview and publish

Success – seller home

Outcome

At 100% ramp, roughly 3.5k new sellers successfully create and publish their business profile daily

3,500

business profiles successfully published per day

38%

conversion rate from start of flow to publish