M.
Referral Yogi
Reputation Management Software
What is Referral Yogi
​
Referral Yogi is a Word of Mouth growth platform that helps businesses generate referrals and reviews. This results in better SEO rankings, enhanced online reputation and viral growth.
​
-
Key Goal
Help businesses measure customer pulse, gather reviews and generate referrals at scale with Referral Yogi.
-
My Roles + Responsibilities
I was involved in research and analysis (personas, journey maps), experience design (sketching, wireframes and prototyping) and visual design.
-
Timeline & Team
Projected was completed in 2 months and was a combined team of 3 members
​
-
Tools
Sketch, Affinity Designer, Photoshop, Invision, Keynote
​
-
Year
2017
​
-
Link
​​
Problem Statement
An online reputation management software is a on effective way to capture and maintain what the consumers think about a service/product. It can serve as a great platform to promote a brand and run campaigns
The client wanted a SaaS based customer advocacy platform that can help marketing and sales folks to capture testimonials in a frictionless manner.
Gopi and Sriram - the founders of Referral Yogi, the clients were looking to build a product on customer advocacy.
We started off with with stakeholder interviews to understand their goals, needs and business requirements.
Before that we did plenty of background research & competitor analysis to understand the domain and its features.
Users & Audience
We conducted several interviews with our target audience, loyal customers of select products, marketing analysts and managers to understand the vibe of the audience.
We wanted to empower the marketing representatives with a platform that enables more customers to share their referrals and reviews easily. For this, it was important to understand how customers feel about advocacy.
User Groups
3
Power Contributor
Casual Contributor
Lurker
We conducted several interviews with our target audience, loyal customers of select products, marketing analysts and managers to understand the vibe of the audience.
We wanted to empower the marketing representatives with a platform that enables more customers to share their referrals and reviews easily. For this, it was important to understand how customers feel about advocacy.
The major needs were analyzed so that we could build a platform that could empower both the marketing & sales representatives and customers.
Design
We decided to design interfaces for 3 three different categories - the marketing, sales and end users.
Some competitors we had in mind while coming up with features and were :
Advocately
Ambassador Referral Marketing
Influitive AdvocateHub
CustomerAdvocacy.com
Application Features & Visual Design
The marketing team had a unique dashboard that track all their latest testimonials and sales engagement details and a campaign effectiveness module to check the number of accepted advocacy tasks assigned to customers.
Marketing specialists can create Video testimonial invitations or Text testimonials to a group of target speakers.
Create Net Promoter Score Surveys and manage the reviews all at one place.
Set automatic reminders to encourage customers to take survey.
Give tasks that promote customers and engage them based on their personal interests.
The sales team was provided with a AI chat support that’s engaging and friendly to help them access digital assets on the go.
The customers are provided a dynamic way to pick the rewards they want for being a promoter/advocate and keep them engaged.
Customers can also share their video and text testimonials and even refer new friends to use the products.
What I Learnt
This was my first real/client UX project and it was super exciting to apply my learnings as a designer . It helped me understand the challenges one has to overcome while applying the process in real projects - constraints can vary from deadlines and resources.
-
This was my first client project as UX Designer and it was interesting to understand the nuances of client interaction.
-
Working on a client project pushed me to stick to some really tight deadlines and deliver sooner and in a much effective way.
-
For example, we had to do a lot of homework to understand the domain and ask the users the right questions to understand the challenges/expectations.
-
However, I wish we had spent a little more time on the research to understand the sales and marketing perspective , there were some grey areas where we made assumptions and took advice from the clients to get the project moving.