Pilot Expansion

CONTEXT

The pilot program lets customers start trials without billing details, reducing friction and boosting engagement. We support users before trials end with app notifications, emails, and dashboard messages.

Role
Interaction Designer

Team
UX Designer, Researcher, Copy Writer, Project Manager, Designers, Developers, Product Manager, CRM, Customer Support, and Analytics Team

Tools
Adobe XD, Adobe Creative Suite, Miro

Timeframe
Project: 6 months

PROBLEM

Customers lose printing access after the trial, causing frustration.

Unlike typical digital trials, declining means they’ll need to buy cartridges at retail, which can lead to some frustration.

RESEARCH

Push notifications and 
in-app messages drive 93% of subscription enrollments.

Our research team conducted laboratory studies with 20 participants to evaluate their sentiments regarding their decision not to enroll at the end of the trial.

Conducting a lab study with a participant.


Primary questions

1. What are users' likes, dislikes, and expectations at each stage?



2. How does the user react when the printer stops working after the trial ends?

HOW MIGHT WE?

Synchronize messages across channels to guide enrollment

Brainstorming session

How would it work?

1. Educate users during the trial to improve their understanding of the program.

2. Promptly inform users when the trial period ends.

3. Maintain consistency across all channels like email, SMS, dashboard, app, & printer UI.

4. Ensure messaging is consistent and legally compliant across all touchpoints.


CHALLENGE

Consistent communication
Consistent messaging across channels is essential to prevent customers from receiving conflicting updates about their trial status.

Instant Ink’s Portal

App notification

App tile

Email

Printer’s control panel

Printer’s lighting

Printed page


IDEATION

I designed new portal experiences to enhance trial communication.

Instant Ink’s Portal key touchpoints

Portal’s modal

Portal’s trial card


PROTOTYPE

Walter is enrolling for the service in the Portal after the trial period has ended.

I designed a portal enrollment prototype post-trial, used for usability testing and partner collaboration.

RESULTS

20% growth

in conversions by improving the end-of-trial experience

18% click rate

on end-of-trial emails prompted enrollees to decide faster than non-engaged users

2 pilots

programs expended across Asia and North America

Ink aisle in Singapore

Ink aisle in Singapore

LEARNINGS

  • Customers reach out for printer issues via phone, social media, or virtual agents. An omnichannel approach ensures a consistent and seamless experience.

  • Disrupting the customer experience by pausing the printer and notifying them isn't justified; it's better to find seamless, user-friendly solutions for sensitive moments.

  • Customers who joined without upfront billing felt freer to explore but underestimated the importance of completing their enrollment.