Constant Contact

Intent based onboarding

Engaging users to upload brand assets early in the lifecycle to encourage activation and increase platform value.

THE PROBLEM

User attrition during the onboarding process was high - data showed it was caused by a lack of brand integration early in the user journey.

19

%

Attrition

14

%

Paid conversions

THE SOLUTION

Engaging users to upload brand assets early in the lifecycle to encourage activation and increase platform value.

THE OUTCOME

The new brand onboarding flow decreased user attrition 19% and increased conversions to paid subscriptions by 14%. User feedback was positive, with many users appreciating the immediate integration of their brand into the platform.

%

Attrition

%

Paid conversions

My role

I designed the brand onboarding flow, My role included conducting research to inform the design, creating and testing prototypes, and working closely with developers to bring the design to life. I also participated in live A/B testing to learn and iterate post launch.

Identifying the problem

I designed the brand onboarding flow, My role included conducting research to inform the design, creating and testing prototypes, and working closely with developers to bring the design to life. I also participated in live A/B testing to learn and iterate post launch.

Identifying the problem

Our research involved conducting user interviews, surveys, and analyzing user behavior data, all of which revealed a critical insight: users who did not see their brand integrated early in the onboarding process were far more likely to abandon the platform. Additionally, our data showed a compelling trend: users who completed an email within a reasonable time after signing up were 26% more likely to convert to a paid subscription. These findings underscored the importance of early brand integration as a key factor in user retention. It became clear that by making users feel connected to their brand from the start, we could significantly improve their engagement and likelihood of long-term commitment to the platform.

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Takeaways

This project made me realize just how crucial early brand integration is for retaining users. When users feel that a platform understands and reflects their brand identity, they are more likely to stay engaged and overcome any initial learning curve. Brand integration doesn't just make users feel connected—it creates a sense of ownership and personalization that drives deeper engagement. When users see their brand represented within the platform from the start, they perceive the tool as being tailored to their needs, which motivates them to invest more time in learning and using it. This connection can be the difference between a user who struggles with the platform and one who becomes a loyal advocate. As a result, focusing on early brand integration not only improves retention rates but also fosters long-term loyalty and satisfaction.