Postary: Refining direct marketing — A UX Case Study

Postary is a website that aims to help business with direct marketing campaigns by allowing their clients to design A5 postcards with marketing information that can be mailed out to their list of clients, uploaded to postarys website, and help grow their business and allow postarys clients to track their compain success rate via online tracking stats. That is what we knew but we still had some questions…

Why did Postary come to us? what were their goals? what did they want to achieve? This among other questions needed to be answered so as part of our kick of meeting interviewing the client to understand their requirements was a good place to start. From this interview we gathered the following.

  • Increase number of visitors to the site.
  • Improve the user flow through the site.
  • Content and layout can make a difference to a users perception of a site
  • Ultimately look to redesign the website — parts/whole whether it be form addition or modification of pages.

Website Redesign

Tools used: Sketch App and InVision

Techniques used:

  1. User research (Online Survey)
  2. Domain research and Competitor analysis
  3. Affinity Diagram
  4. User Journey Mapping
  5. Information Architecture
  6. Wire-framing
  7. Concept sketches on paper
  8. mid-high fidelity Prototyping
  9. Usability testing

The Team

The Client were kind enough to provide us with a good amount of information as well as their own testing they had previosuly carried out, as well as the actual brief regarding this case. After digesting the brief, the 4 main points that we felt that needed to be tackled were

  • Convert users to through the site to the web app
  • Educate users on postary’s service and provide resources
  • Optimise the landing page and increase user flow
  • Increase awareness of postary’s carbon neutral initiative

The UX Process

It was important to outline the overall process to the client so that they were aware that despite it being a website redesign, instead of the creation of a website from scratch, that we were intending to carry out our own research, even if they had provided their own for example, and so they knew we had a methodical approach.

Upon looking through the information they had provided as well as their own testing which included A/B testing the 3 main point we were able to initially obtain were:

  • Minimalist design
  • Not immediately obvious what service postary offers
  • Not a succinct transition from website to portal

As part of this project we were given access to their google analytics which were based on 3 months traffic through to This proved vital because from analysing the data results we obtained, this helped identify key areas that needed to be focused on when redesigning their website. These are listed below:

  • 66.94% Bounce Rate — this indicated the content on the page was clear enough to keep the visitor engaged.
  • Average of 2mins spent on a page by a visitor — visitors to postary were not spending enough time on the page which indicates low engagement
  • Can’t see complete conversion rate need Google Tag on a Welcome page — due to Tags not being included vital conversion information was being missed
  • 92% New Visitors and 7.6% Returning visitors — vistitors were being attracted but had no incentive to return.

We had been provided a list of competitors and also found a few of our own however we wittled this down to a few which had differences we felt would be beneficial when looking at ways to improve/redesign Postarys site. They were all offering a similar service but the main area of focus was the way at which they had chosen to layout/display their content and what they felt was required to include to inform users what they can offer. One thing we realised was that we wanted to stay with postarys choice of colour and their more relaxed friendly yet informative tone. However, both the copy and use of images, aswell as layout, were things that were immediate things that needed to be revised.

Just a few of the many competitors

From carrying out the domain research we were able to identify the features on Postarys competitors and compare them to what Postary currently displays. We identified certain features we felt would help with making the site more informative to the user so they knew exactly is about and what they can offer on the hompage that was initially missing.

Selecting possible additional features from competitors

We appreciated that the client had carried out their own research which involved A/B testing of their site, but we wanted to carry out our own research in order to try and uncover additional insight form users that would also shed light on what users are looking for when requiring a direct marketing campaign site. We carried this out as an online survey and aimed this towards individuals who own small/medium business and also work in marketing. Amongst the many great responses, two questions provided 2 key things that would help clarify how to use the site as well as increase the sites SEO (search engine optimisation) are shown below:

Two key points from the survey

After carrying out the research we decided to come together and note down all our findings toe create an affinity diagram which helped us identify Postarys current features and possible features that we thought could be incorporated into their redesign and aspects of their competitors we thought were also useful.

Bringing our Thoughts together

From the online survey we were able to gather enough information to create a user persona that we felt represented a type of individual that would use or require postarys services and identify their goals, frustrations and motivations when looking for a good direct marketing campaign site to help grow their business.

We felt Ertha was an individual who, when coming across Postarys site, would be the type of individual who would want to know a lot about what Postary does and look at examples but also want to see results so that she knows her ROI (Return on Investment) is achievable.

Ertha’s User Flow

When redesigning a site we felt it was important to look at the information architecture and topology and it became apparent that information on the site is great but some of it could be collated under one section which would result in the visitor to the site not needing to click through to various pages and in turn keep the user more engaged and icnrease the time spent on a page/site which could then lead them to sign up and assist with conversion across the site.

Existing Site Map

We all went away and came up with our own sketches/interpretations of what we felt the site should look like. one thing was common was felt that the homepage needed the most work and if done right coudl have the biggest impact. Each of our sketches proved valuable as they all had interesting ideas that we felt could be combined to create an overall initial vision when moving towards wireframing.

Initial UI Sketches — putting ideas on paper

It was important to carry out testing at each stage by asking testers to tell us what they thought the site is for and also for them to carry out certain tasks to ensure the sites usability was clear enough. The results helped us when it came to the additions of CTAs the right images, or the inclusion of copy (text) correctly worded in order to ensure a visitor to the site was fully aware of what they could do and how they could traverse the site in order to find out more or even get started. We felt it was important to use images Postarys UI individual was creating in order to help the client see what a final actual site could look like and give the layout change more impact.

Variations in design through testing

After carrying out the designs and redesigns following results of testing, we were able to build a prototype using Invision to allow the client to see the site in action and how the changes in layout, use of copy and new images can make such a massive difference and really aid them when it came to ensuring visitors to the site knew exactly what postary is and what it can be used for.

Click here to try the Prototype

When starting and working through the project we were not only thinking of what to deliver but what could be improved in terms of layout but also what would be beneficial moving forward for the next phase/version 2 and for further work in the form of features that we had initially discussed with the client or discovered along the way, but were unable to include in the final design and build.

  • Enhancing the use of Google Tags — this would provide further results via Google analytics to in order to get an even better idea of site conversion.
  • Designing the self service portal —this was something the client had mentioned but due to lack of information and time constraints this coudltn be acheived.
  • Look at a full site redesign — even though the google analytics and our own research indiciated the main area for change was the hompage we felt looking at the whole site byt redesigning other pages and thinking of new content woudl further increase site visitors and signups.
  • Newsletters & hints for improving campaigns — a suggestion was given to the client to include this as part of their emails to their own clients when sending tracking results of clients campaigns. as this would give users incentive to return to the site and also increase the number of users returning when considering analytics.

Following the presentation it was wonderful to hear the great feedback we got from the lovely individuals at Postary a few qoutes are shown below. it was great to know that we have given them some great ideas and a possible direction to take with regards to further work/redesigning of the site. It was an absolute pleasure to meet them and be able to work on this project for them

“Ameet Gonsai is Brilliant, the project was delivered very professionally and uncovered some fantastic idea’s we are excited to put into use asap”
“I’m so glad we had Ameet, Fiona and Rebecca on the project, they worked really hard to understand our exact requirements and our customers problems. They went above and beyond to deliver an excellent piece of work within the timeframe provided”