Vanessa Serradas
DOIS HUB
/24

The Challenge
The challenge was to understand the current experience and create a smoother, more user-friendly experience while maintaining all the backend logic for campaign creation and ensuring that all relevant information would be used for the new version and available to the user.

Process
Understanding the current campaign creation flow: We conducted a deep dive to identify the essential requirements for campaign creation and determine which elements could be removed or simplified.
Mapping the journey: We ran multiple sessions with stakeholders and platform users to define the optimal sequence of steps in the campaign creation process.
Creating concepts for validation: We developed and tested design concepts to validate our approach and gather feedback.
Technical and visual refinement: We collaborated closely with the team to fine-tune both the technical implementation and the visual design.
Solution
The new experience was designed with the user in mind, without affecting the backend data logic. Our goal was to deliver a first step toward a simpler version of the system.
To achieve this, we decided to run an A/B test with both the current and the new version. This way, users can provide feedback on the new structure, as it requires a learning curve for Lenders to understand and use it effectively.

Outcome
The new campaign creation experience is now live.
We reduced the number of required fields from 50 to just 10 and cut the creation time by half. By showing only the essential information, we significantly reduced cognitive load, improved user efficiency, and minimized the risk of errors—enabling faster, more accurate campaign launches and supporting increased revenue.