Matrix Group is working on an email signup project for a longtime client. This client wants to create an easier way for members and non-members to see all the newsletters the association has to offer, and easily subscribe to receive them. Some newsletters are open to the public, while others are members-only. The client has many goals with this project:
- Showcase all of their newsletters
- Get more people signed up
- Make it easier to sign up
Seems simple, right? Not so fast. In fact, it’s taken us a few weeks and multiple rounds of wireframes to get what I think will be a winning sign up form. The form itself will look simple BUT it will ultimately be the result of intentional journey mapping to ensure that the sign-up process is simple and amazing.
How do we do it? First, we identify the audiences and the tasks they wish to accomplish. Then we map out the journeys they need to take to get what they want. We ask questions like: Will the person need to log in? What if they don’t already have a username? What if they forgot their password? How will they know that they are not eligible to subscribe to specific newsletters?
Here’s a simple sign-up journey: Member is already logged in, goes to the sign-up form, presses the Subscribe button next to the newsletters of her choice, and gets a thank you pop-up.
Here’s a not so simple sign-up journey. This journey took some time to articulate and make easy: Individual is with a member company but doesn’t already have a password. Individual navigates to the sign-up page, presses Subscribe. User is taken to a login page. She doesn’t have a login, so she has to create a profile and attach herself to the proper company. The profile form is two pages. At the end, she can navigate back to the sign-up form; this is important because some systems dump users back to the home page after creating a profile, which is disorienting to users. The form remembers which newsletter she wanted to sign-up for and she gets a success message.
You see, it’s not enough to create a form and say it works. You need to map all of your user journeys. If your users have to log in, create a profile, or traverse websites, their journey is going to be more complicated, so you have to be intentional about it, know how many steps the journey is going to take, and involve your vendors in making the journey great, even if that journey requires multiple steps.
If you’re not already doing this kind of journey mapping with all of your projects, start now. You don’t need special software to do it, but you do need time to explore the journeys. Need help? Give us a call. We love this process and we’re great at asking the questions that will lead to amazing member journeys.