Campaign Management

Problem

We have been using HasOffers as a platform to track conversions / commissions but the platform was initially built as an affiliate network and doesn't support many of the features we need. We are spending a lot of time administering HasOffers, uploading conversion data, generating invoices, etc.

Assumptions

Users will primarily access the administrative UI from a desktop.

There are direct cost savings associated with implementing our own system. 

Goal

We want to put our advertisers directly in control of campaign management and introduce auction marketplace dynamics where they bid for volume to optimize our EPCs. If we use HasOffers as a back-end we will forever have the technical debt that comes with trying to build on top of a platform that is not built for our purpose. 

Potential Savings

On a monthly basis — we could be saving an estimated total of $2300-$4300 by implementing a self-serve campaign management system.

The Team

The team consisted of the CEO, a product manager, a product designer, the tech lead, and a data engineer to get this project implemented. (see note below for status of project)

As the Product Designer, my role was to gather the requirements, review the competitor’s UX, and draft the wireframes and mockups that would solve the problem. I presented the solutions to the team, and worked on iterations.

After a design was chosen, I’ve worked on a final prototype and provided a demo to the company.

Note: The front-end has not been created yet, and is on hold to be launched while we deal with other high priority items. The back-end is working as of now.

Research

We reviewed the UX of 3 different ad platforms to analyze what requirements we may need to add into our campaign management system.

We looked at:

  • Google Ads

  • Facebook/Meta Ads

  • Reddit Ads

What we liked:

  • Google’s immediate workflow to set up the ad before seeing the dashboard

  • Google’s Navigation system

  • Google’s dynamic graph on their campaign dashboard

  • Google’s recommendations section

  • All 3 had similar “View All Campaigns” table

  • Meta’s data visualizations to the right of the workflow to let the user know the estimated daily results.

  • Reddit’s estimated audience and recommended bidding range data visualization in the workflow

Persona

Information Architecture

User Flow

This is George’s first time using SuperMoney’s campaign management system. He is immediately greeted by the introduction to the product and starts to ask him questions about his product and the ad he wants to create.

Wireframes

Out of 6 variations of this project, I’ve narrowed the major changes into 3 iterations to see the evolution of the product.

Mockups

  • Created the flow to create a campaign with data visualizations to let the users know their estimated results

  • Had 3 campaign types offered

  • Campaign details had all navigational elements on one page with a sticky nav at the top to scroll down to the section

Iteration 1

  • Separated the main nav in the sticky into separate pages using a side bar nav to easily navigate between pages

  • Reduced campaign types to CPC and CPL

  • Separated bids and budget from the scheduling step

  • Added the concept of default schedules and user can now edit existing saved schedules or audiences from previous campaigns

Iteration 2

  • New design system was applied after the website redesign to be more compliant with accessibility regulations.

  • Added a new navigation method at the top to filter through the types of campaigns we can see: all campaigns, all campaigns from a category, or a specific campaign. This made editing the schedules, audiences, and bids easier to grasp.

  • Mobile versions were added in the use cases that an advertiser would be doing quick changes from their mobile phones.

Iteration 3

Final Prototype

Key Learnings & Next Steps

This project has been in the backlog for a while due to lack of resources and other priorities. I think with better planning and foresight to launching this product, we could have timed it better to have everything implemented in tandem. Now that there has been some changes to the overall product and company, we may have to revisit this project again and make more changes.

With better planning, we could have saved time from having to go back in and make changes again, and money by launching this sooner for our advertisers.

Next steps: our plan is to start implementation in Q2 of 2025.