SaaS / web app / B2C / product design

etcheve

nft membership platform

Client

Etcheve

Timeframe

Dec 2022 - Feb 2023 (8 weeks)

Type

Web Application

Role

Lead Product Designer

Tool

Miro / Figma / Zeplin

Project introduction

Etcheve is a platform dedicated to assisting creators build strong relationships with their audiences and generate recurring revenue. I worked as the lead product designer to redesign the NFT community engagement flow, which aims to motivate creators to develop meaningful relationships and maximize the value of their work in the long term.

My contribution

I worked with the founder and one engineer on
•  User research & Strategic discovery
•  Main flow redesign & information architecture restructure
•  Brand identity definition & Design system built from the ground up
•  New functionality exploration with the team (crowdfunding & campaign)

Our product redesign resulted in a 30% reduction in redundant pages and functionality. User engagement with membership-related features increased by 4x, the overall customer satisfaction ratings improved by 63%.

Solutions

• We guide you to the right place
Streamlined flow and action-driven tooltips that clearly articulate the value of NFTs as a membership card.
• We empower you with knowledge / recommendations
Contextual explanations & personalized recommendations to help users get started. Ready-to-use templates allows NFT membership programs promoted in a minute
• We make the process effortless and flexible
Reusable assets increase efficiency. Users can choose the most appropriate timing to proceed redemption

Problems

• "I didn't aware of it."
Lack of awareness about the value of NFTs as a membership card and obscure flows is leading to low engagement with membership-related features.
• "I don't know how to use it."
Technical terms and complicated mechanism are hindering novice from getting started.
• "Why and how should I keep using it?"
There is a lack of long-term engagement and operation within the community.

Context / Opportunities & challenges within the space

Transformation of the creator economy

In the past, many creators relied on social media platforms that were controlled by large corporations. Unfortunately, this often limited their earnings potential and created barriers for their fans. But with the emergence of Web 3.0 and NFTs, creators can now build and own communities where they can engage with their fans, followers, and supporters, and monetize their work in a sustainable way.

Skepticism towards NFTs

As NFT marketplaces have emerged, they've inspired both excitement and skepticism. Some creators are skeptical of the value of NFTs, seeing them as nothing more than easily-passed digital tokens, how does it worthy a sky-high price? However, if we look more closely, we can see the deeper value hidden behind them. By treaating NFTs as memberships, creators can offer their fans and supporters exclusive rewards, access to special events or groups, and more.

Despite the opportunities that NFTs can offer, many creators still find it difficult to get started due to a lack of technical or business knowledge. This is where our product comes in - by providing an easy-to-use platform, we aim to help creators overcome these barriers, build dedicated community and maximize the value of their NFTs.

Research & Define

Understand the target users - artists

Etcheve's primary focus is on artists. Because this group is struggling with two main issues:
1. They need a more effective way to monetize their work.
2. They need a better way to establish meaningful relationships with their audience

Unfortunately, these challenges were difficult to address in the Web 2.0 era. An artist's ability to be seen and monetize their fanbase highly depends on the resources they have at their disposal and their ability to promote their work effectively. However, many artists struggle with promotion because they prefer to focus more on their creative work. In fact, the industry saying "20% of creators generate 80% of revenue" highlights the difficulty many artists face in building a sustainable career. For artists who are struggling to make a living and gain exposure, finding better channels for promotion and discovery is essential to their success.

To gain a deeper understanding of the user, I conducted twelve one-on-one interviews with our target audience and invited them to test the current version of Etcheve. Through the creation and exploration of persona journey maps and their typical tasks, I identified crucial emotional and procedural moments that Etcheve needed to address.

How might we raise creators' awareness and encourage them to better engage with the community ?

Design objectives break down

• Raise creators’ awareness of NFT’s value as a membership card
• Make it easy and intuitive for NFT novices to get started
• Encourage creators to better engage communities and provide long-term value for NFT holders.

Storyboard

Narrate Coco’s story with Etcheve

Based on the design goals, I created a story to narrate the user’s needs, emotions, and the interactions she’s going to have with the Etcheve.

Key pain points dissection & Design proposal

When I dug into each pain point, I find that phase 1 - initiate a community and phase 3 - community growth are sharing similar pain points that closely tie to the high-level information architecture. So I first looked at them together and explored possible solutions.

1. "I didn't aware of it."

Lack of awareness about the value of NFTs as a membership card and obscure flows is leading to low engagement with membership-related features.

Reason
• A journey has been broken into independent sections in time and space
• Lacks a clear and coherent main flow to steer users
• Buttons fail to imply user what comes next

Consequence
• User gets lost and interrupts the subsequent steps
• User tends to focus on individual section and is unable to thread the journey
Decreased community engagement results in a loss of member’s stickiness

Low engagement on membership-related features

3. "Why and how should I keep using it?"

There is a lack of long-term engagement and operation within the community.

Reason
• User considers “member” only as an information back end rather than a channel to engage the community
• Some users treat NFT membership as a one-time perk
Create perks and add redeem information are distribute in different sections

Consequence
• Lacks constant community engagement
Hard to increase fans’ stickiness
Users are confused about the perk redemption mechanism

User consider "member" as an information back end

For pain point 1 & 3, how to clarify the flow & enhance engagement?

Solution 1.
Build-by-step, centralized management

Old user flow - build & management all in one place
The flow of building and managing the project was intertwined together, and neither of them is coherent. Thus it was hard for users to recognize if they complete the task, what's the value of each section, and how do they support each other.

New user flow - build-by-step, centralized management
When users use the platform for the first time, walk them through the building project flow with clear navigation and contextual guides. Bring membership-related features (purple color) in front of the user. When users management the project, integrate correlated features to help users better manage the projects info, perks, and campaigns

Action-driven tooltips to onboard users
This tooltip is highly specific and contextual that guides the user to each feature as they progress through this product. By having this, users are encouraged to engage with more community features that benefit them.

Tooltip showing when complete adding NFTs

Tooltip showing when complete project creation

Solution 2.
Restructure & simplify the information architecture

The existing information architecture is nested and complicated, some key features has low discoverability and some pages only include a stand alone button. Users feel confused about the interdependency and are easy to lose focus.

How did we made the design trade-offs?
Remove redundant pages/functionalities, and integrate related ones
• What sections don’t require independent pages?
• What sections needed to be centrally managed?

Rearrange Hierarchy. Place key functions in more noticeable/relevant areas
• What sections have low discoverability, and low visiting rates, while play important role in community engagement?

At the current stage, manage NFT & Perk only by project
• Which IA is technically reasonable to be built out at the MVP stage?Which IA can be a base for future growth?

Refined information architecture
• Reduced redundant pages and functionality by over 30%
• Clarify the interdependency
• Manage the project with a “page” pattern

Current IA v.s Improved IA

After solving the high-level problems, we started diving into the more detailed problems that occurred along the journey

2. "I don't know how to use it."

Technical terms and complicated mechanism are hindering novice from getting started.

Reason
• Creators are unfamiliar with tech-related terms or terms with unique meanings in NFT Setting
• There are some perks that come in multiple types, and the user does not know how they work (e.g. airdrop)
• Creators have no idea how to promote perks

Consequence
• User tends to skip or ignore the section they don’t familiar with
• User spends a lot of efforts figuring out what perks to offer and how to promote them.
• User lacks information to make decisions

For pain point 2. how to make the process easy and intuitive for NFT novices to get started?

Solution 1.
Two pathways to help users choose the right perks

Pathway A - An instant & brief term explanation
This pathway was designed for user who tends to explore and learn new areas by themselves

Which UI patter is better to show term explanation?
In order to help creators capture the meaning of terms, I explored 3 UI patterns of representation, and decided to go with accordion pattern. ACCESSIBILITY is the primary consideration, option 3 is not friendly to keyboard-only users / mobile users. The other consideration is PROXIMITY, terms and explanations in option 1 are placed farther than option 2, which weakens the visual correlativity.

Accordion pattern term explanation

Pathway B - Personalized recommendations
Many artists would rather focus their efforts on creating art than spending time sifting through the details of various perks and trying to determine which ones are most appropriate for their needs. To help minimize the learning curve, we have created a simple questionnaire that consists of just two questions. By answering these questions, creators can quickly get the perks that are best suited to their needs.

Solution 2.
Offer templates to help users easily promote perks

Contextual input hints
The input hint changes contents according to the specific perk type user selected and assist them to fill the form.

Reusable assets
The system will automatically save the records for users so that it can be easily extracted and reused. Or user can easily clone a historical perk to build upon it.

Design system

Analysis of research led us to consider the potential of Etcheve as a brand. The research revealed an interesting point: user thought we are not that much "web3." Thus we firstly conducted an internal discussion around these questions:
• What kinds of impressions does user has of the current product?
• What values and tones do the product intends to embody and instill in the users?

• As a NFT product, do we want to strength the Web3 atmosphere, or weaken it?

User

“It’s hard for me to relate the website to web 3.0, as it reminds me of some European art galleries”

“The design is pretty edgy. The purple color has a technology vibe.”

Etcheve

“Weaken the Web3 feeling as possible as we can. The term Web3 sometimes can be intimidating.”

No need to be fancy, we want artists to perceive simple and inclusiveness - just a place they can better sale works and build relationships.”

In order to find the most appropriate visual style for the product, I identified some keywords that represent the tones or moods the product will convey.

Based on the description, I started creating the mood board, putting together inspiration from various platform, and grouping them by similar looks and feels, and showcasing across the team.

After collaborating with the team, we finalized the design guidelines for Etcheve. The image below displays only a portion of the components, my primary focus was on the critical elements andI want to ensure that the guidelines were a dynamic document capable of adapting to future needs.

Testing & Improvements

Over the span of 2 weeks, we ran a couple of times internal team discussions and conducted usability testing on target users to validate the design solution. Based on various feedback from users and engineers, I continually iterated the design. The following are major improvements:

Improvement 1.
Started with options and clear directs

In the previous design, a full list of perks will be shown to the users.Surprisingly, the majority of users went to the path at the bottom that help them find the best-fit perks. These are the reasons:
• Some users stated they had no idea about how to choose the right perk
• Some users explained that they were too lazy to go through the meaning of each perk
• The others were just curious about the way through which Echeve will help them.

The iterated design provides two options and defaults to the “Recommendation” option, which we believe most users might choose (and beneficial to them.) We want to make decisive moments easier.

Before - start from the full list v.s. After - start from options

Improvement 2.
Fill forms - full screen rather than a pop-up window

As I discussed with the engineers, it’s not a good idea to put too many complicated behaviors in the pop-up window. So we decided to change perk forms into full-screen mode, and leave the pop-up window with only simple clicking actions. Meanwhile, the full-screen form will give more space to accommodate more features in the future.

Before - filling forms in pop up screen v.s. After - filling forms in full-screen mode

Improvement 3.
Introducing a PREVIEW CARD

The PREVIEW feature proved to be needed. As most users consider the perk a bridge connecting them with fans, they were curious about how the information they have entered will be arranged and displayed on the receivers’ (NFT holders’) end. This is the main purpose of the preview card.

Recap

Lessons learned

Keep design and development in sync.
Getting closer to working with the engineer and learning how to understand the development aspects and technical constraints is my biggest gain in this journey. In the early stage of research and defining design goals, I involved the engineer to make sure we are aligned to tackle the same problems. During the design stage, we got more frequent communications to translate the idea in a way that is technically feasible in the current context. And in order to support the engineer with a high-quality implementation, I made all deliverable designs well-organized.

Using real testing to get the stakeholder buy-in
Even though sometimes it feels like stakeholder is clear about what features they want to include in the product, some of those are untested. Do users really use them? How to organize them? Is there anything important but missing? In times of disagreement with stakeholders, I put together some user insights I got from real testing and leverage those to support my ideas.

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