Email Preferences

UX Design & Research

Every company, no matter the type, sends out emails. Whether it’s app updates, current events, or password changes, users will receive emails from any organization that they sign up for. However, getting constant email notifications can get really annoying. For FORT Robotics, users need a way to select what types of email notifications they wish to receive and which to silence.

Project goal & objective

Users receive a bunch of emails from FORT, some of which they are tired of seeing. This is leading users to unsubscribe from all FORT email notifications, including the really important ones like updates and security notices. The goal of this project is to provide users with a way to filter the types of emails they receive to prevent them from silencing all emails.

I started off by sketching the settings page to understand what it could look like. The sketch displayed an overview of the different sections that would exist on the page. From here, I learned exactly what should belong in each section by conducting meetings with my team leads and the marketing team at FORT.

I created wireframes in Figma based on my sketches and team feedback. The main part of the conversation was around whether we should include a section for the marketing team’s emails because they were concerned about limiting their reach. I created two wireframes to show both concepts.

My Designs

I built mock ups of my designs in Figma to present to the team leads. In the end, the team did not come to a conclusion about whether or not to include the marketing section, so I made mock ups of both to let them decide later.

For the final design, there are two/potentially three sections.

  • The first section has email notifications managed by FORT. These emails are mandatory. Users cannot turn them off under any circumstances. Important emails like password changes/resets and device updates exist in this section.

  • The second section is the monthly overview section. This is an email sent out for users to see the progress their organization is making. They’ll be able to see the new devices that were added, the new users, and the new configurations. They’ll also be able to select how often they receive these overviews (for now it’s monthly). If users do not wish to see these overviews, they can turn them off.

  • The potential third section is the marketing section. These are a series of emails sent out by the marketing team. Emails like new products, current events, surveys, and customer support live here. Users are given the option to unselect any of these they’d like or silence the entire section completely.

Feedback & findings

Usability & Accessibility

  • The feedback I received was to increase the font size of the text and change the colors to ensure accessibility requirements were met.

  • I leveraged accessibility plugins on Figma to ensure all of my designs met accessibility standards.

Business vs. User Needs

  • The marketing team opposed providing marketing email controls to users while users desire greater control over their email preferences.

  • I provided multiple design variants that did and did not feature the marketing email preference options to help facilitate leadership discussions.

Reflections

Balancing Business and User Needs

  • Looking back, I would make a design variant that included all email preference toggles. However, I would put the marketing preferences inside of a collapsed list.

  • This would still give users control over all preferences while easing marketing’s concerns.

Areas of improvement

  • I got to practice my public speaking when presenting my designs to leadership. This is an area that I’m looking to hone and sharpen as I grow as a designer.

Final designs are shown above on desktop, tablet, and mobile.

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Streamlining Device Updates