Categories
Design

3 Important Differences Between UI and UX

If you are a User Experience (UX) design expert, chances are, you’re also expected to know some User Interface (UI) design skills. Today’s industry, both UI and UX must work together to ensure an efficient and aesthetically pleasing web design. 

If this is the first time you’ve heard of UI in a UX world or vice versa, here are some important things you need to know about UX versus UI: UX is for beauty, UI for use; UX is for connection, UI is to accomplish goals; UX is what happens after UI is working seamlessly. Both are important aspects of web design, but they need each other. Once you understand these core differences, you can better understand why knowing both is so valuable. 

  • UI for Looks, UX for Function 

Imagine a website as a building. The wireframe or basic coding behind the website forms the structure. The UX is the systems electrical wiring, lighting, plumbing, windows, climate control systems, and all of the other amenities that help ensure the building functions safely as intended. The UI would be the finished walls, paint, polished floors, artwork hanging in the lobby, building directory, and other aesthetic touches to make the building feel warm, inviting, and easy to navigate. 

From a nuts-and-bolts perspective, UI and UX work toward different ends but with the same goals in mind. 

A focus on UI must include:

  1. Layout
  2. Visual Design
  3. Branding.

While UX will focus on:

  1. User Research
  2. Personas
  3. User Stories. 

Good website design demands a marriage of function and fashion. When you focus on functionality over presentation, you may wind up with a very fast, responsive, yet bland and uninspiring website. Focus too much on aesthetics and you have a beautiful website that is troublesome for the average user to navigate; clunky UX bogs down navigation and the overall experience of browsing a site regardless of how good it looks.

If a site looks great but performs terribly, this is an example of good UI with bad UX. It’s like a corvette with a bad muffler — it looks great, but it doesn’t run like it should. If a site is functional but looks awful, this is an example of good UX with bad UI. It doesn’t matter how great the engine purrs, if it’s covered in rust and primer, no one will want to ride with you. Both UX and UI are essential for creating valuable interactions with customers, cultivating brand loyalty, and establishing credibility as a market leader. 

  • UI Helps Site Navigation, UX Forges Connections

UI design pertains to all of the navigation controls, buttons, and visual design elements of a website. UX design assesses the flow of how a user navigates the elements of the website and aims to make the experience as intuitive and enjoyable as possible. While UI focuses on the presentation of a website’s navigational and design elements for each individual page, UX is a more expansive process that determines how a user will use and interact with those elements across the site as a whole. 

A good UI design provides a user with an easy-to-navigate website and all of the tools and functions they expect to reach every piece of content on the site. Good UX requires a more in-depth look at how the customer will interact with the brand and consideration of how to forge a stronger connection with the customer. Some of the most critical elements of solid UI design include:

  1. Customer analysis: UI designers must consider their target audience’s tastes and preferences when developing website UI features. For example, a brand that caters to an older, professional market base wouldn’t want a website with an ostentatious colour palette or gimmicky navigational tools. A brand that caters to a young and hip crowd with fun-oriented products or services shouldn’t have a sterile website. It’s a little like going to a party with “over the hill” decor. People know there’s a party, but they aren’t sure about it’s theirs — nor are they sure they want it to be.
  2. Branding development: It’s essential for a company to have a consistent brand image across every point of contact with potential customers. UI designers work closely with their marketing teams to ensure consistent brand imaging across the entire website and all marketing channels to build credibility and trust with leads.
  3. Interactivity: UI designers evaluate micro-interactions very closely. One example of a simple yet effective micro-interaction is the small pop of colour that occurs after clicking to like a tweet on Twitter. Every small interaction a user has with a website influences the quality of the overall experience. Small animations in response to completed actions help users know they are interacting with the site as intended.

UX designers essentially create the building blocks of the overall customer experience with the brand, while UI designers ensure they have a pleasurable experience with every interaction with close attention to presentation, aesthetics, and ease of use.

  • UX Lays the Groundwork, UI Is the Finishing Touch

UX designers rely heavily on data. UX designers take more of a marketing-focused approach while UI designers focus on visual design. UX experts collect and analyze relevant data trends to develop user experiences that resonate with their target consumers. UX designers create wireframes and prototype pages that UI designers then build upon to create beautiful, easily navigable websites. 

UX designers generally play crucial active roles in early website development, leaning heavily on data to make informed decisions throughout the entire development process.

Some of the most important elements of the UX design process include:

  1. Competitor analysis: UX teams research their biggest competitors, browse their websites, and look for ways to offer customers better experiences.
  2. Customer research: Every customer-facing business needs to develop profiles of their ideal customers. UX designers research consumer trends, market fluctuations, and even social media trends to anticipate what consumers want the most.
  3. Product/service research and development: UX designers must know their brand’s products and services inside out so they can guide website visitors to the brand’s real value.
  4. Content development: UX teams must consider the type of content their user base expects and work with the marketing team for creating a better overall user experience. The type of content a brand produces helps inform the best website design strategies for the brand so the content has maximum impact.
     
  5. Wireframing and prototyping: Think of UX design as creating a storyboard; the UX designer envisions the customer journey with a brand through the website and creates a wireframe that UI designers build upon for a beautiful and functional finished site. 

UI designers pick up where the UX designers leave off, but UX and UI go hand-in-hand through almost every stage of website development. While the UX designers lay the foundation for the overall customer journey through a website, the UI design team focuses on individual pages, polishing them for an aesthetically pleasing journey that users can easily navigate.

UX and UI Must Work Together

UX and UI designers spend a lot of time working with and consulting one another during the website development process. Sometimes UI designers discover issues with a wireframe that require collaborative solutions. Some UX designers may require a UI designer’s input when laying the foundation for the user journey through the site, leaning heavily on both teams’ customer research. 

While UX designers consider all of the interactions a potential user could have with the brand on and off the website, UI design is a digital sphere that focuses on the interactions and navigation tools available to users on the website. UX essentially aims to develop high-quality interactions with users and improve upon them across all facets of a brand, while UI strives to use good visual design to make the user experience as enjoyable and aesthetically pleasing as possible.

These three primary differences between UX and UI illustrate how closely linked these two design processes are for any web development project. UX may come before UI, but neither is more important than the other and any modern development professional should have a firm understanding of the fundamentals of both UX and UI design.

class = “fb-comments”
data-href = “https://blog.resellerclub.com/differences-between-ui-and-ux/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>

Categories
Design

Usability 101: Building User-friendly Websites and Applications

Can you tell the difference between these two images?

Can you tell the difference between these two images Usability 101: Building User-friendly Websites and Applications

The answer is not very hard to guess, is it? 

Usability lies at the nucleus of all ideas. No matter what form these ideas may be translated into – objects, products, software, etc., the significance that they deserve is directly proportional to their usability quotient. Ideas that aren’t usable can only be passed off as good stories. Same goes for websites and applications.

The usability of a website helps users find their way on the website and helps them complete their goals in the best possible way. But how can one ensure that they are hitting the nail on its head when it comes to making websites and applications perfectly usable? The answer is – ALWAYS start with the user-first approach!

Before getting started with any design project, it is vital to answer two questions –

  1. Who is my user?
  2. With what intention is he/she coming to my website?

Creating a user profile will help you answer both these questions.  This knowledge not only helps in understanding and predicting user behaviour, but also helps in meeting two of the most crucial goals of UI/UX design –

Goal #1: Helping the user find what he/she is looking for as quickly as possible

Goal #2: Reducing cognitive load i.e. eliminating questions from the user’s mind

Even though these goals sound a bit complex, they are, in fact, achievable. Let’s learn about the rules of usability that give direction and guide us towards meeting these goals.

Rule #1: Design an overarching structure of your website

Users often tend to get lost between all the text that web pages are filled with. In order to prevent this from happening, it is important to guide the user to help him/her take the right direction. The key to achieving this is to organize the contents of the web pages.

  • Break the content into logical sections in a way that it tells the same story despite being a part of different content blocks. 

  • Emphasize important pieces of content by using typography. 

  • Organize the content based on its degree of importance.

  • Identify common elements that you want all your web pages to contain in order to maintain repetition and consistency.

Rule #2: Create effective visual hierarchies

Studies suggest that users don’t really read web pages; they scan them to find only those words that closely resemble what they are looking for. Most website visitors only read 20% of the website content because they don’t read web pages the same way as they would while reading a book or a newspaper. Web-users visit websites to get quick answers. This is exactly why prominence, grouping, and nesting are essential concepts:

  • Prominence: Using font styles, sizes, and colours to establish a content hierarchy

  • Grouping: Using proximity to create a visual closeness between related content
  • Nesting: Segregating and classifying content under a parent line to display what is part of what

Rule #3: Use conventions

You don’t have to reinvent the wheel. After years of usage and exposure to specific kinds of icons, colours, shapes, placements, etc. used to convey any given idea, humans have been subconsciously trained to associate the same icons, colours, shapes, placements, etc. with specific meanings. For example, we all know that a logo always sits on the header of the website, we all know that the magnifying glass denotes the search box, we all know that a green button is most likely to convey the affirmative option, so on and so forth. These are tried and tested methods and they have been working fine. So try and stick to these conventional means of representation.

Rule #4: Make your clickable items obvious

Design for mindless clicks. In other words, do not leave any space for confusion when it comes to prompting your users to click on your CTA (call to action) buttons. Make your buttons discoverable by using conventional formats in terms of shape, size, colour, placement, and text. We’ve spoken about designing better buttons at length in this article

Rule #5: Eliminate distractions

Reduce clutter wherever and as much as you can. Focus on what is important so that even your visitors follow suite. Designers and content writers, alike, find themselves walking a tightrope when it comes to deciding the length of content that needs to go on any given web page, and the amount of design elements that need to be flaunted. Steer clear of unnecessary elements on the web page so as to prevent your website visitors from getting distracted from the main goal that you want them to achieve.

Rule #6: Reduce your content

Get rid of half of your content, and then get rid of half of what’s left. Use a combination of a handful of text and a bunch of lively graphics to say what you initially wanted to say with buckets full of text. Practise minimalism and only keep what is necessary. Your website visitors only read 20% of your content, remember?

In conclusion, we have one thing to say – when your ultimate aim is to convince your users to buy into your idea or even buy your product, you must do whatever you can to help your users find what they are looking for quickly and effortlessly. Try your best, and then try a little more, to eliminate any question marks from popping in the minds of your users. It only takes one positive website surfing experience to pave the way for repeated user interactions in the future; so make sure that you nail it in the first go!

(Originally published as part of our TechTalks series.)

class = “fb-comments”
data-href = “https://blog.resellerclub.com/usability-101-building-user-friendly-websites-and-applications/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>

Categories
Design

How to Design Better Buttons

The sole purpose of any promotional copy – be it the copy of an ad, an email, or a website, is to lead the reader towards that shiny, interactive, and most often, a rectangular clickable UI element i.e., the button. Call-to-action (CTA) buttons not only hold every marketer’s hopes of winning at conversion techniques, but also a psychological effect that has the potential of reflecting your brand’s image. How can a mere button do that, you ask? Well, CTA buttons being one of the most crucial elements of any user interface can convey sophistication and class through its intelligent design.

Long story short – the most basic purpose of an effective CTA button is to be click-worthy. CTA buttons vary in shapes, sizes and also messaging basis the end goal associated with them. Read on further to learn about some simple design tricks to get the most out of these click magnets!

#1: Make them discoverable

The sole purpose of any promotional copy  How to Design Better Buttons

As a result of long exposure to specific shapes that are associated with specific colours, our minds tend to get used to reacting to them in specific ways. Our perception of colours and shapes have the capacity to affect our moods and emotions. A traditional CTA button would ideally be a horizontal rectangle. While it may be a little too ambitious to experiment with abstract shapes to denote a button, it shouldn’t mean that you stick to the good old rectangle. 

When it comes to colours, it is recommended that designers use contrasting colours for the buttons, and stick to shapes that can be easily identified as buttons. Having said that, tweaking them to a safe extent so as to make them look contemporary is definitely a safe path to tread. For example, designers can try softening the corners or curving the sides of a rectangle to make the button look sleeker.

#2: Add some shadow 

The sole purpose of any promotional copy  How to Design Better Buttons

Buttons have existed in different types of design – three-dimensional design, skeuomorphic design, flat design and drop shadows, to name a few. The interplay of light and shadow has inspired several streams of design, making them look more alive. Adding a soft, blurred drop shadow to a button gives it more depth and prominence. However (and this is a pretty big ‘however’), it is much too easy to overdo these light-shadow effects. Designers tend to add one effect after the other without pausing to think whether these effects are simply good-looking or truly necessary. So, add your shadows, but keep them subtle. The best practice is to match the colour of the shadow to that of the button, keep the opacity under 40%, and let the shadow be smaller than the button

#3: Lay emphasis where it’s required

The sole purpose of any promotional copy  How to Design Better Buttons

People typically follow the Z-pattern while scanning website content as they scroll down. Same goes for buttons that are placed adjacent to each other. The button that you want your website visitors to click must be placed towards the right-hand side. That’s where the user’s gaze ends and stays. For buttons that are vertically stacked, it makes more sense to place the high priority button at the bottom, for the same reason stated in the previous sentence. 

When these high priority buttons are placed at the left-hand side or at the top, it can disturb the readers’ natural scanning direction, and ultimately, the flow of their attention. Designers also generally use ghost buttons to deter users from clicking those.

#4: Let the icons help a little

The sole purpose of any promotional copy  How to Design Better Buttons

Buttons don’t have to be an arrangement of two words written on a solid coloured rectangle. Much like pictures, icons too can speak a thousand words. It is completely okay for text buttons to make use of icons in addition to text. No, it doesn’t mean that you are adding too much in too little space. It simply means that you are making your message more emphatic. However, make sure that you don’t go overboard with the colours. It is necessary to ensure that the colour of the icon matches the colour of the text. Also, it may be safe to stray from icons that have a colour fill or too many details. Again, the key is to keep it simple and stick to outline icons.

#5: Remember the 8-point rule

The sole purpose of any promotional copy  How to Design Better Buttons

Leave your buttons some breathing space. Avoid leaving too much or too little blank space around your buttons. The ideal way to go about this is to follow the 8-point rule. Essentially, the 8-point rule states that all the elements in a design, including the height, width as well as the space around, follow multiples of 8. You may be wondering why 8 specifically? The explanation is that the average screen size of a majority of popular devices is easily divisible by 8. Hence, scaling the design (size and spacing) by increments of 8 helps in maintaining a consistent rhythm across all the design elements. This, in turn, ensures consistency across all your website pages. You can read more about this concept here. For buttons that are placed adjacently or stacked vertically, maintain the same 8-point distance on all sides of the button.

Since we are talking about space, designers must also remember to pay close attention to the letter-spacing. Maintain optimum spacing between each letter of your text, depending on the density of the letters, to ensure ease of reading.

#6: Buttons exist in different states 

The sole purpose of any promotional copy  How to Design Better Buttons

No, we don’t mean geographically, of course! But it is important to remember that any CTA button goes through different states of appearance – idle, hover, and clicked. Making use of visual effects such as adding a drop shadow, a glow effect, a change of colour, etc. can help achieve a distinction between each of these states. A lot of brands are pushing the envelope with this aspect of UI button design and it is going to be amazing to see where this goes. 

These are just a few of the many ways of making the button really shine on your website pages. But no matter how well-designed your buttons may be, it all comes down to two ultimate requirements – placement and messaging. If your copy has brought your website visitor to a point where he/she is ready to make a decision, but the button is spaced too far away from reach, or worse, it doesn’t speak just the right words for making him/her click, then you’ve lost your deal right there.

There are a hundred things that can go wrong with poorly designed buttons. However, designers can only learn through trial and error. To make this learning journey easier for you, we will continue to write more of these UI design-specific articles. We hope that you keep reading!

class = “fb-comments”
data-href = “https://blog.resellerclub.com/how-to-design-better-buttons/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>

Categories
Design

Understanding Service Design and its Principles

Design is an amalgamation of several things as it draws inspiration from varied fields and areas. In today’s day and age, apart from emotions, intelligence and aesthetics, technology too plays a vital role. Service design is one such modern-day design influenced by marketing, project management and user experience to enhance services. Let us see what service design is and its principles in detail. 

What is Service Design?

The term ‘Service Design’ originated in the year 1991 as a design discipline by Professors Michael Erlhoff and Brigit Mager at Köln International School of Design. Service design is an evolving field with no strict definition. However, in practice, service design can be defined as – ‘The process in which the designer focuses on creating optimal service experiences.’

It can thus be said that service design is a customer-first design that takes into account the needs of the customer, so that the design is user-friendly, competitive in the market, as well as, relevant to the customer. 

For example, imagine a Food Delivery App where the primary idea is to connect the restaurant to the client (the one ordering food). Here, there are a host of employees ranging from the delivery agent, head of the delivery app, manager of the restaurant, and waiter. Service design focuses on how the Food Delivery App connects to the restaurant and delivers it to the customer on time. This includes placing the order to the restaurant on behalf of the customer, to onboarding new delivery agents, communication between the delivery agent and the restaurant manager, as well as, manager and the waiter. Each segment plays an important role in the food that is delivered to the customer, even though it is not directly a part of the customer experience. 

You can map service design using a service blueprint. Service blueprint helps to visualise processes to optimise how a business delivers the user experience.

The 5 Principles of Service Design

We’ve covered the definition of service design, let us now move on to understanding the practical application of the design and its principles. We’ll also see, what it is that differentiates service design from UX. 

‘This is Service Design Thinking’, by Marc Stickdorn and Jakob Schneider, is one of the foremost books outlining the five basic principles that dominate service design.

  1. User-centred – users are the centre of consideration and are to be analysed through qualitative research. Here ‘Users’ are both, the organisation’s employees, as well as customers. Thus, service design considers not just the user/customer experience but also the interest of all the relevant people involved in the process.
  2. Co-creative – co-creative is essentially a combination of ‘Collaboration’ and ‘Iteration’. ‘Collaboration’ signifies the process of creation by all the contributors from different backgrounds. Whereas, ‘Iteration’ is used to define that service design is an iterative (continuous) process that’s ever-evolving to keep in-line with the changes in a business.
  3. Sequencing – dividing complex services of a customers journey into independent processes. This division of service is usually done logically, visually and rhythmically. Sequencing helps determine the timeline of a project, as it is important for the customer and helps in determining the outcome.
    For instance, if you have an e-commerce website selling products only in a particular region, it is important to highlight that the deliveries won’t ship internationally right at the start. This saves the customer’s time, and they won’t browse your website, as well as, you would also not need to analyse the journey of the customer who won’t purchase your product. 
  4. Evidencing – visualising the service experiences and making them real. Simply put, what this means is that service is usually invisible or intangible whereas the products are tangible items. The idea of service design is to bind the tangible and intangible together so that the invisible becomes real.
    For example, if you run an organic cafe with all the ingredients being local produce, how would your customer know it is organic? The answer is easy, you let them know. Until you inform your customers about the source of your ingredients, it remains an intangible service for them because they have no idea what’s on their plate or how it differs from another cafe. Evidencing ensures that you’re providing your customers with a quality experience. Which, in turn, helps you build your brand image as an ‘organic’ cafe.
  5. Holistic – service design rests on the principle of combining tangible and intangible services. Here the context is important, as well as, taking the entire experience of the service into account. What this means is, every customer is different and as such, would take a different route to complete their journey. As a service designer, it is imperative to think about each aspect, and every perspective to make sure there are no loop-holes. That whichever path the customer takes the end goal remains the same.

Tools you can use

Now, that we’ve seen what service design is and its principles. Let us move on to finding the right tools to map your customer journey. That being said, service design is still in its nascent stages, and it may take a while to discover specific tools. Nevertheless, the good news is that several UX and marketing tools overlap with service design.

Here are our top 3 picks of the tools you can use: 

  • Customer Journey Map:

A customer journey map helps you visualise and plot the best and worst parts of a customer’s experiences. The idea is to put the customer’s perspective to paper right from the time they came to your service, to the point where they’ve decided to use your service and reach the end goal. 

For example, you have an e-commerce website, and the journey in simple can be divided into – customer browsing your website, adding products to the cart, either abandoning them or purchasing them.  

‘This is Service Design Thinking’ offer a customer journey canvas for you in your design service. In fact, you can collaborate with your stakeholders and customers to ensure your map is co-creative. This is free and available in 7 different languages viz. English, Spanish, Korean, Portuguese, Polish, German, and French. 

  • smaply: 

Smaply is a popular web-based software tool that enables you to visualise Personas, Customer Journey Maps, and Stakeholder Maps. With smaply, you can digitise, customise, share, comment, standardise and present your results with the team in an easy and quick manner. 

This is a freemium tool i.e. you can sign up and test it for free for a period of 14 days and later if you like, you can upgrade to a paid version!

  • experiencefellow:

Experiencefellow is a tool that uses mobile ethnography to research and collect customer experiences in a digital environment. Ethnography is essentially observing your customers in their natural environment to gain better insights into their overall experience. 

With experiencefellow, this research is digitised as it enables customers to document their experiences with a simple smartphone app. As a business, you can then view and analyse your customers’ journey based on the data provided by them on your browser.

Even though service design is in a developing phase, there are several tools out there in the market to help businesses cater to their customers better by understanding their journey. Service design is thus, not just for designers but for anyone who wishes to integrate services for a more powerful and effective approach to drive businesses, as it focuses on how customer touchpoints are connected in their journey. In a nutshell, service design aims to understand and visualise the user and their experience to improve the service experience of the user.

On an endnote, you can even checkout, Service Design Toolkit and Service Design Tools Website to learn more about implementing service design.

class = “fb-comments”
data-href = “https://blog.resellerclub.com/understanding-service-design-and-its-principles/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>

Categories
Design

Do You Really Need a Brand New Website?

If you’ve been spending time comparing your website to the sleek, new designs of your competitors, you might be wondering if it’s time for a complete website do-over of your own. It sometimes seems easier to completely redo a site than to spend weeks altering the small details for an overall improvement.

Web designers and developers might even encourage you to start from scratch with a whole new design, but don’t immediately drop thousands of dollars at the first offer. Replacing your website entirely can be extremely expensive, so before you make any decision, consider what you can do to make small but effective changes to your current site.

Here’s how you can determine what’s causing problems on your website, updates you can make, and when the site truly does need a complete makeover.

What Is Your Traffic/Lead Generation Trajectory?

Your website needs to provide valuable information to your audience while also generating leads. If your website can do that, even if it’s outdated, then you’ll want to reconsider any major overhauls. Re-designing your website might improve the aesthetics, but it won’t necessarily improve your traffic or lead generation.

Think of a website redesign as a cost-versus-benefit scenario. Fancy graphics, a new layout, and updated tools can be exciting, as well as expensive. Do they really guarantee an increase in traffic or a surge in leads? Attractiveness isn’t everything, even if some web designs would have you believe otherwise.

Before you schedule a website redesign, determine why you’re doing it.

–          Have your leads and traffic numbers have been on a steady decline?

–          Is it really to help more people learn about your business?

–          Or is it mostly just to compete with the aesthetic appeal of your competitors’ sites?

Starting over isn’t easy, so you need to have a good, data-backed reason for doing so.

How Does Your Traffic Correlate to Your SEM Strategies?

Are you getting decent traffic, but experiencing high bounce rates? As a rule of thumb, anything higher than a 56 percent bounce rate isn’t stellar – unless your website is purely a blog. If you are getting lots of traffic, yet have a high bounce rate, this is a good indication that you might just need a new search engine marketing strategy or some refreshed website aesthetics to keep people on your platform.

In this case, you don’t necessarily need a “new” website. Simple changes in your keyword strategy could lead to a lower bounce rate. For example, if you run a website that only offers web design courses, yet is pulling in lots of traffic for people looking for web design services, this could potentially be the big culprit. In this scenario, you would need to revisit your SEO plan.

When it comes to your marketing strategies, ensure that people understand what your brand offers from the get-go. Your site content should be direct and engaging, and all of your website graphics should be relevant to your products, services, or industry.

Now, even the most perfect search engine marketing strategy can be rendered useless by poor website aesthetics. Think about it, when you land on a website that looks like it’s straight out of the 1990s with low-quality visual elements, how likely are you to stick around?

Here are some of the top things you can do to improve your website’s appearance:

–          Make the content more easily readable with a neat layout and contrasting colours

–          Practice smart internal linking so people can navigate easily

–          Remove any distractions such as flashing graphics, pop up ads, or music

–          Keep your content fresh and updated, as well as, concise

More often than not, it’s not the actual website that’s driving people away; it’s how you’re manipulating and marketing it. Examine the small changes you can make before you turn to a web designer for a massive rework.

Is Your Design and Content Strategy Evolving?

Let’s say you are planning on creating a new website from scratch. What are your plans for the new-and-improved website? Will you commit to an ongoing strategy, or let your site sit and become obsolete eventually?

Take a long look at your design and content strategy, not just right now, but also for the future. The growth of your themes and company identity will impact your website, which means you’ll need to implement a strategy that grows along with the business.

For example, check out The Blonde Abroad’s fairly recent website overhaul. Her site used to be very bright and fun, but in recent years, her brand has transitioned to a more adult, professional theme. The changes in her business are reflected in the different designs of her site.

ve been spending time comparing your website to the sleek Do You Really Need a Brand New Website?
The Old Design:

ve been spending time comparing your website to the sleek Do You Really Need a Brand New Website?
The New Design:

If you don’t have a plan for the future of your new website, investing tons of money into a redesign isn’t a wise choice. It’s not a one-and-done deal – committing to a brand new website requires more time and continual effort than most people would expect.

A website is a living, breathing representation of your company – it’s the digital face of your business, and often the first impression people receive from your team. As your company evolves, so should your website. Continue to add new graphics, improve loading times, and generally build upon your website for years to come. Whatever you do, don’t assume that a website redesign is the last thing you’ll need to do to create a beautiful site.

How to Keep Up With Trends

Perhaps the most constant website trend to keep in mind is the commitment to consistency.

The real way to keep up and compete with other sites is to maintain your SEO and publish fresh content consistently. As was said before, your site shouldn’t be a stagnant entity. Be aggressive about optimizing your site for search engines and creating useful content for your website visitors.

Pay attention to the keywords that best benefit your industry. Meta descriptions, headers, backlinks, and web analysis tools, such as Google Analytics and Search Console, are essential to staying up-to-date. These details will drastically impact the performance of your site as much or more than pretty designs.

Of course, you should keep an eye on design trends and make small tweaks as needed, instead of waiting until the whole site is outdated. However, trendy web design techniques won’t take you super far. It’s the content and SEO that will determine your long-term success.

Additionally, you must stay on top of user demands. What do people want from your website? If they’re asking for more personalization, look into features that will help with that. If they need faster customer service responses on your e-commerce site, look into chatbots that can help.

When It’s Actually Time to Start From Scratch

Obviously, there are times in which a completely new website is your only option. This typically occurs when your current website is incompatible with common browsers. It can also become necessary when you’ve experienced excessive data hacks or if you’ve neglected your website maintenance for many years.

Another serious problem that may require a total rehaul is a website’s inability to function on mobile devices. If it’s impossible for your current site to appeal to mobile users, you likely need a complete redesign to adapt to new trends. In fact, as of July 1st, 2019, all websites are now indexed with Google’s mobile-first indexing.

If your website can’t adapt to mobile, it could very well be taking a toll on your online visibility, and subsequently, your bottom line.

You may also want to consider starting from scratch if you took your brand in a completely new direction. Let’s say you’ve changed everything about your company from its logos to its top products and messages. This might require more than a basic revamp.

Keep in mind that these are extreme cases. It’s not always the best idea to launch a redesign, as we’ve explained throughout this article. Hence, take these situations thoughtfully.

In Conclusion

Chances are, you don’t need a new website. What you do need to do is pay attention to the finer details that determine a website’s success – details such as SEO, readability, and fresh content. Before you drop thousands of dollars on a site overhaul, consider what you can do today to start improving your website step-by-step.

class = “fb-comments”
data-href = “https://blog.resellerclub.com/do-you-really-need-a-brand-new-website/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>

Categories
Design

Our Top 5 Picks for Free Resources of Design Elements

Design, undoubtedly, is an integral part of any business. Be it something as extensive as a product or as simple as a blog banner, design requirements cannot be ignored. So every organisation sets up a design team to cater to a plethora of design-related requests. While the more complex requirements such as designing a wireframe for a web page, revamping the interface of an app, etc. may need a much more experienced team of professionals, requests that fall under the “more frequent and less time consuming” category can be managed easily.

Be it a large enterprise or a young startup, designers are often bombarded with requests for getting artwork ready for blog banners, email banners, social media banners, ad banners, etc. The simplicity of these designs, unfortunately, cannot make up for the amount of time and effort that the designer has to invest simply due to the quantum of such requests. Luckily for us, we live in a “ready-to-use” world which gives us easy access to readymade design elements.

In this article, we are going to talk about our favourite top 5 sources of free design elements.

1. Freepik

Freepik has to top this list because of how extensive its offerings are. This website is a source of free as well as paid vectors, photos, PSDs, and icons. Right from having a host of background designs available for use to having editable infographic layouts and elements, this website is a treasure chest of all things design, meant for those who wish to get more done in less amount of time.

2. Flaticon

Flaticon provides thousands of free icons in SVG, EPS, PSD and PNG format. These icons are segregated into categories on the basis of what they mean and what they denote. From monochrome icons to coloured ones, this website has endless options, both in the outline format as well as the ones that have a solid fill, to choose from. There is also the option of customizing these icons in terms of changing the colour by signing up for free.

3. The Noun Project

This website hosts the most diverse collection of monochromatic icons. These are available for download for free, in PNG and SVG formats. This website aggregates and systematically classifies icons that are created and uploaded by graphic designers from all around the world.

4. unDraw

unDraw is truly a boon for designers who wish to make their landing pages, app interface, brochures, etc. look sleek and classy, but also have them ready in no time, using minimal efforts. This website houses open-source illustrations that can be used for free, without attribution. Users can browse for illustrations from the categories that are available, and can also customize them on the fly in terms of changing it to a colour of choice. These illustrations can be scaled infinitely and can be easily embedded into the user’s HTML directly.

5. Humaaans

This one’s interesting – it is a library of illustrations that can be mixed and matched to create multiple versions using the same design elements. For example, users can create human figures – right from selecting their posture to changing their body parts, clothes, hairdos, etc. The scope is endless when it comes to the application of these illustrations – these illustrations can be used for creating website pages, social media posts, email copies, presentation decks, and also explainer videos.

We all know how convenient it is to have tools available at our disposal that not only reduce our time and effort spent on building something, but also deliver sophisticated results. Thus, options like the ones mentioned above help small businesses with small teams to create designs that are at par with the ones created by their well-established counterparts.

To sum it up, these were our top picks from the many sources of free design elements. Let us know in the comments section below which ones do you frequently use, and whether you would want us to cover more of these topics.

class = “fb-comments”
data-href = “https://blog.resellerclub.com/top-5-picks-for-free-resources-of-design-elements/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>

Categories
Design

Understanding Co-browsing: How it Solves Queries of Users in Minutes

Einstein quoted, “If I had one hour to save the world, I would spend 55 minutes to define the problem and only 5 minutes to find a solution.”

The above quote very much states the difficulty a customer service agent goes through a typical day. Most agents lack the necessary skills to interpret a customer’s problem, and as a result, end up giving suggestions and solutions that the customer is not looking for in the first place. 

Whether the customer is interacting with your agents or with your product, in both the scenarios, the customers expect well-designed user journeys that facilitate clear communication and a seamless transaction. 

In fact, a recent study by Accenture found that 89% of customers get exhausted because they need to repeat their issues multiple times. On the other side, the customer service agents delineate customers as – someone who doesn’t know what he/she are looking for – someone who has a vague idea of their own needs. This different aspect of customers and customer service agents clears the void between listening to customers and identifying their true needs and expectations. It Indicates where the gap is and where improvisation is needed in service.

 minutes to define the problem and only  Understanding Co-browsing: How it Solves Queries of Users in Minutes

However, when customers experience issues, they want agents to resonate with the situation they are experiencing,

Visual engagement tools like Livechat, chatbot, co-browsing, video calls, webinars, live streaming on social media break this communication barrier and facilitate transparency and understanding between the customer and the Agent. 

Co-browsing software empowers your agents to have real-time conversations with your customers by sharing screens – Agents can get access over the customers’ browsers and exactly see where the customer is stuck and solve the problem in one glance. 

Cobrowse software a.k.a collaborative browsing ease the communication process between the user and the Agent. 

The Agent can 

  • Connect with the customer or website visitor with one click
  • Have access over the customers’ web or mobile browser
  • Exactly see where the customer is stuck
  • Perform complex task on customers’ behalf
  • Highlight sections or data field with visual cues
  • Simultaneously work with customers on the same Web browser ( resource ) using dual cursors.
  • Receive real-time feedback on issue resolution 

Customers can

  • Restrict the agent to see other tabs 
  • Hide confidential and sensitive data 
  • Highlight an element of the web resource with visual cues
  • Ask for help anytime, anywhere due to remote support
  • Connect with Agent without downloading any external software
  • Communicate technical issues without the use difficult terminologies
  • Get their problem solved in one interactive session

 minutes to define the problem and only  Understanding Co-browsing: How it Solves Queries of Users in Minutes

How Co-browsing is effective in solving customer problems?

Example 1: Co-browsing for Website designing

Co-browsing helps in designing a website too. Suppose, a customer who wants to design a website on WordPress, so he will connect with a customer support agent.  The agent can easily help customer to understand different plugins and the usage of plugins using Live chat & Coborwse. It makes very easy to understand the process of designing a website. 

Designing a website can be difficult on ownself when a customer is new to the world of technology, or even if the customer is not new it is not an easy task to design a complete website. But these visual engagement tools makes the process very easy. If need to be, the agent can access customers screen with the limited access and can show the customer how to complete a task. 

Tips to Utilize Co-browsing

  1. Encourage buyers to take the next steps

If they are hovering over your product for long, chances are that they comparing your product with your competitor’s product, you can show them the benefits by visually comparing the products. 

  2. Convert leads into paying customers 

Once a visitor interacts with your service or product, the next step would be to encourage the prospect to sign up, co-browsing come in handy. Co-browsing is a quick and easy way to provide real-time assistance on how to effectively use your service and product. 

Example 2: Co-browsing for Customer Support

Co-browsing allows customers to connect with support agents across multiple touchpoints and allows them to 

  • Locate mouse on the customer’s page
  • Perform a certain action on their page 
  • Provide remote assistance from their device.

Co-browsing can be exceptionally useful in providing technical assistance, for instance, your customer can get stuck while integrating your App or software to their product:

  • The client might not be able to follow your API 
  • They are not able to access the document they are looking for
  • Your implementation process might be buggy and can’t be solved without the involvement of your support agent.

In the above scenarios, with co-browsing, your support agents can take hold of the customer’s web resources and guide them across your API with visual apparatus, identify the bugs and resolve it in one go – to make the third-party integrations a cakewalk for your clients.

 minutes to define the problem and only  Understanding Co-browsing: How it Solves Queries of Users in Minutes

Example 3: Co-browsing in the Banking and Finance sector

Taking an example of the Banking and financial sector where agents provide financial aid to customers –  their manual loan approval process was proving to be cumbersome and the customers have to go through tons of documents and forms for claiming insurance, figure out the spots that need their sign, attach the required proof, and verify it with the insurance agent.

With co-browsing, the agents were able to access the customers’ document and address their queries in a single session. The security concern is also taken care of with data masking. The customers can hide confidential details from the agent by masking a particular data field.

Example 4: Co-browsing in Sales

An eCommerce agent can use it to escort customers through their online store, display products that customers are looking for and assist them through the check-out process. In e-commerce, collaborative browsing can also be useful to reduce shopping cart abandonment rate, – the agents can fix bugs related to the checkout process or even help customers fill complex forms to ease order placement. 

Co-browsing solution is not just useful for visual interaction, but it also enables you to garner data across the user journey – you can segment customers based on behaviour, location, usage, and individual profiles to send personalized and customized messages. 

In this digital era, a customer is likely to use multiple communication touchpoints to have an interaction with your brand or agent, with co-browsing, the agents can have a unified view of the conversation that takes place across the disparate systems and carries the conversation more contextually.

Over to you:

Rather than asking your customer to do something, Co-browsing allows you to go that extra mile by performing a task on the customer’s behalf. Co-browsing is a smart and efficient way to offer customer service as it not only aids in first contact resolution but also saves your agents time by almost 50% – This is one reason that co-browsing users achieve a 7.2% annual increase in their revenue

Adopting new technology always helps a business to reduce human efforts, initially, it may cost a bit high, but when you will look up to the  -term advantage, it will definitely going to be beneficial and lower the costing as well.

class = “fb-comments”
data-href = “https://blog.resellerclub.com/understanding-co-browsing-how-it-solves-queries-of-users-in-minutes/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>

Categories
Design

Storytelling Principles and Their Impact on UX

Muriel Rukeyser was right when she said – “The universe is made of stories, not of atoms”.

In our day-to-day lives, we consume a steady stream of stories – be it while reading a book, listening to a colleague explain a business concept, or even while watching an advertisement. There’s a reason why humankind chose to use stories and illustrations to pass on knowledge; even during times before language made its debut. 

But why build stories, you may wonder. Stories have an innate tendency to stay in our minds in ways that hardcore facts and statistics cannot. They are more understandable and memorable because they appeal to the human mind in a way that it functions – state a series of actions/experiences/facts → attach meaning. 

Brands have identified the potential of storytelling and are optimizing it to lure potential customers. The idea is to weave a story around their products and the problems they solve and make the user go through a journey before he/she falls for that CTA. Now, this can be done through ads and blog posts, but the real deal lies in using visual storytelling through your website design. Users tend to check websites more than social media platforms or blogs mainly because a website is the one property that validates the authenticity of the brand. If done right, visual storytelling can compel users to act in the way marketers want them to act without using over the top visuals, loud colours, or annoying pop-ups.

According to Don Norman, great products and services always affect us on three levels – visceral, behavioural and reflective. Using these touchpoints, infusing storytelling in UX can help users in a host of ways. Let’s go through the top 3, one by one:

1. Stories help us understand 

Stories are replete with emotional triggers. These triggers give rise to feelings, these feelings resonate with our experiences from the past, and thus, help us understand the idea better. Shoving the product in your users’ faces won’t cut the chase. It’s imperative that your design speaks to your users.

Muriel Rukeyser was right when she said  Storytelling Principles and Their Impact on UX
Source: Mailchimp

2. Stories help us remember

We have a tendency to process stories deeply; and that’s what helps us remember them. Your users may not be able to recall your product at the top of their mind, but they will always remember a web page/design that carved its impression on their minds.

Muriel Rukeyser was right when she said  Storytelling Principles and Their Impact on UX
Source: ZocoDesign

3. Stories help us decide

A well-told story has the capability of influencing our minds. Much like how we expect a story to end with a hard-hitting moral, a story-bound UX design can help users in finding a purpose to their scrolling. A convincing story will always attract a reaction.

Muriel Rukeyser was right when she said  Storytelling Principles and Their Impact on UX
Source: Bellroy

What can you do to achieve this impact?

As a UX/UI designer, there’s a lot you can achieve by simply setting a flow to your website. Just like any good story, your web page design must consist of 3 sections – a beginning, a middle, and an end. Other than this, there are a couple of formulae which can prepare you to come up with a convincing story-laden UX design:

1. Your user has to be the hero

Your users need to feel important. They are the ones who the story is meant for, so it matters what they like, what they dislike, what makes them comfortable, and what they are looking for. As a UX designer, your job is to help them get to the end of the story. Precisely, customer is king. Period.

2. Your product has to be the supporting character

Without your users, your story won’t have a purpose. However, without your product, your users won’t be able to overcome their shortcomings. Hence, your product/service offering has to be the enabler that helps your hero i.e. your user accomplish what he/she has set out to achieve.

3. Begin with a conflict

The whole point of having a product to sell is to solve the users’ problems, or in some cases, to help them overcome a challenge. Conflicts are where stories begin. As a UX designer, it’s your responsibility to understand your users’ pain points, create a conflict, and use it to tell a story with the help of your design.

4. Context is key

Do not forget where your users are coming from, what are they looking for, where are they headed, and where do you want to lead them. This makes the flow of your website design incredibly important. Your story must speak the language of your users and convince them that they are in the right place.

5. Do not overdo it

Just like most things in design, it takes great skill to do more with less. The attention span of your users is (sometimes) less than that of a goldfish. You want to make the most of it, but that does not mean that you cram your design with a million elements and too much to read between the lines (or scrolls, in this case)

6. Aesthetics go a long way

Although the real deal here is your user, your product and their story, do not underestimate the power of your design elements. The font styles, font sizes, colours, and your theme in general, lay the foundation of your story.

7. Aim to get a reaction

Stories are meant to make you feel empathetic and experience all the emotions that flow with the story. If you want your users to do what you’re asking them to do, you need to tell them a story that resonates with them.

8. Take your feedback seriously

Feedback is invaluable. There’s only so much a designer, or anybody for that matter can view from their own viewpoint. Get people – your client, your users, the guy sitting next to you, etc. to scroll through your design. Watch their reactions, gather these insights and decide what you need to do with them.

The point we’re trying to make here is that crafting a good user experience is akin to telling a good story. Unless the experience doesn’t mean something, you won’t be able to create a need for a user who has landed on your website.

Do you have your preferred storytelling principles that you love to incorporate in your UX efforts? If yes, then we’d love to hear them! Do not forget to leave some of those in the comments section below. Also, it would be great if you could give us some feedback on the way we have covered this topic, and suggest topics that you would want us to cover on our blog.

class = “fb-comments”
data-href = “https://blog.resellerclub.com/storytelling-principles-and-their-impact-on-ux/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>

Categories
Design Marketing

5 Ways to Improve Your Sales Funnel

Do you have a highly trafficked site but aren’t getting enough sales of your web development services? Are customers clicking through your emails but failing to commit to your service?

Identifying problems in your customer acquisition starts with analyzing your sales funnel and redesigning it based on what strategies are most effective. Having a well-designed sales funnel means taking a holistic view of each stage of the process, not putting all of your energy into one aspect. Adopting this broad-ranging approach not only helps you attract quality leads and keep them, but it also drives customer loyalty and can even lead to referrals from satisfied customers.

Why Your Web Development Business Need a Sales Funnel

All businesses need a sales funnel, whether offering web development services or a physical product like socks. That’s because most customers don’t make a purchase the first time they see a new product or service. First, they acknowledge that a product or service exists. Then they think about it. Or they forget about the product or service and run across it later. Maybe they show some interest but aren’t yet sure the solution meets the need and is right for them.

The journey from the first contact to actually closing the sale can often be a long one. Most experts agree that it takes between seven and 15 touch points before a customer actually makes a sale.

So if you’re selling web development services, you want to control this journey so the customer ultimately ends up at the final destination of purchasing from you. A sales funnel is your plan to get them there, a programmatic series of interactions that helps in building awareness, drawing interest, and ultimately leading to a purchase.

All businesses need one or more sales funnels today because there’s a lot of competition online. Without one, a customer likely will see your service and then buy from someone else who has guided them with a sales funnel.

So how do you build a good sales funnel? Start with these five key tips.

  1. Traffic Generation BoostersDrawing traffic to your website is the primary mode of contact with leads. But how can you track the effectiveness of different methods of traffic generation?Sponsored ads are only worthwhile if they are converting into quality leads. Affiliate ads through partner sites (bloggers, loyal customers, complementary businesses) can be more effective. Affiliate ads work by giving the sites that host the ads a cut of every sale. So if a content writing business promotes your web development company on its site with one of your affiliate ads, the business gets a small percentage of the sale—and you only pay if the leads they send convert into paying customers. That’s win-win.But in order to evaluate their impact and pay out those who refer business to you, you need to have a system for tracking clicks and commission. Affiliate software can help streamline the process by tracking clicks and calculating commission, so you’re only paying for clicks that lead to actual sales.

    A good example is the affiliate program that we offer at ResellerClub.

    You can also increase organic traffic to your site by boosting the content. High-quality content such as blog posts and webinars allow you to add value to your products and increase engagement with leads and customers. Guest blog posts on other sites can also boost your SEO by driving links from trusted sources back to your landing page.

  2. Improve Lead Acquisition EfficienciesMake sure that the leads who click through to your site are immediately presented with a clear description of what your company has to offer, and a direct Call to Action (CTA). You don’t want to lose quality leads at the landing page level because your copy is confusing, or there’s no clear way to engage.Make sure your landing page not only has eye-catching branding, but also content that spells out your product or service. Communication is key here. Leads want to feel valued and have a clear understanding of your product. This includes having the option to contact a team member for a more personalized experience, which can be accomplished through Live Chat software. Leads who feel that a company is responsive and communicative are three times as likely to become customers.
  3. Increase Lead ConversionsAfter driving traffic, the next step for converting leads is instituting lead magnets on your landing page. Lead magnets are strategies for collecting lead data in exchange for a sample of your product or service.Convincing leads to sign up for a free service is an excellent first step. But moving from attracting leads to increase lead conversion, requires a great deal of persistence. If leads signed up for a mailing list or free trial, don’t just abandon the outreach. If they don’t voluntarily sign up for a paid subscription after a free trial month, consider other options for engagement, including offering discounts or special deals.For leads who follow your CTAs, generate a thank you page that provides them with more relevant services and ways to engage with your company. Constantly assessing how your affiliate ads are performing can also lead to some clues on where your quality leads are coming from and what stage conversion is occurring.
  4. Activate Your CRM SoftwareLead conversion and acquisition are challenging without a system that centralizes all of your data related to individual customers. That is where Customer Relationship Management (CRM) software becomes invaluable. CRM systems allow you to streamline your sales and support channels and track customer data, all on one platform.But collecting this data is only step one. Make the most of it by personalizing interactions through email marketing segmentation, targeted ads, and other tools that tailor your customer interaction to the individual. A/B testing gives you the opportunity to track how well your messaging is performing, and to adjust accordingly.
  5. Ways to Build Loyalty That LastsOnce you’ve converted leads to customers, retaining their loyalty is key. Not only do repeat customers provide 40 per cent of all sales on average, but loyal customers can also aid in the lead acquisition by becoming brand ambassadors.Achieving this goal starts with building customer loyalty. Offering perks and rewards to customers is a good place to start. Some companies offer a rewards or points system, while others provide discounts and insider access in exchange for an annual fee.Amazon Prime is a high profile example of a company that provides great value for an annual membership. Deciding which model works for your company is entirely up to you. But it is important that you build in a system for rewarding loyal customers; that is an indispensable stage in your sales funnel, much as persistence is necessary to boost lead conversions.

    Customer loyalty is also based on a sense of trust and communication. Your blog posts and support articles are an excellent opportunity to demonstrate to your customers that you care about their success. Blogging also helps you manage your business’ image and visibility to potential leads. Make sure you are constantly updating your content to reflect current best practices of your company.

But Only if You Look at Your Funnel

Identifying the different stages of your sales funnel can help you develop more efficient strategies for converting leads and acquiring customers. Take stock of the different stages to identify what’s working and what’s not.

The most successful companies are constantly assessing the effectiveness of different approaches along all stages of the sales funnel. Don’t stop at driving more traffic to your site or satisfying existing customers. Activating these tools along the sales funnel will lead to more effective customer acquisition and growth for your company.

class = “fb-comments”
data-href = “https://blog.resellerclub.com/5-ways-to-improve-your-sales-funnel/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>

Categories
Design

WebPro Panel Part III – The Next Step – Managing your Customers

In our previous post of the WebPro Panel Series, we covered the features of the revamped order management experience, right from purchasing an order, managing it to renewing it.

In this third post of the series, we introduce you to our all-new Customer Panel – a panel that gives your customers the freedom to manage their own orders. Further, we will see how you can manage customers, assign orders to them and manage their panel from your WebPro Panel account.

For your benefit, we will divide Customer Management into two sections:

  1. Managing your Customers
  2. Customizing the Customer Panel

Managing your Customers

In order to manage your customer, you first need to add customer accounts to your WebPro Panel. So without further ado, let us begin understanding how you can manage your customer.

  1. Creating a Customer Account we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

    If you want to create a new customer account then on the same dashboard, click on ‘ + Create Customer’. A new window opens where you fill in the customer details both personal and business and click on ‘Create Account’.

     we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

  2. Viewing your Customers

    Knowing how many customers there are is important when it comes to managing them with ease. To see how many customers you have, click on the ‘Customers’ tab in the vertical slide bar and a list of all the customers is displayed on the Dashboard.There are separate tabs for ‘Suspended’, ‘Active’ and ‘Inactive’ customers. In our panel, we only have ‘Active’ customers. we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

  3. Managing Your Customers

    You can easily manage your customers by clicking on the customer name which opens up their profile page and displays the following information:

    • Customer contact information
    • Account security information
    • Orders associated with the customer account and their status
    • Latest Activity which includes transactions and actions performed by the customer

    Image #04

    Depending on the actions you need to perform, click on the following links:

    1. For modifying the business details of a customer account, click on the edit icon highlighted on the dashboard in yellow in image #04 above
    2. For modifying the account details, go the ‘Account Security’ section and click on ‘Change’/ or ‘View/Change’ depending on the information you want to change. This is highlighted in purple in image #04 above
    3. To suspend a customer account click on the icon highlighted in blue in image #04 above. Post clicking that a window pops up, asking you what you want to suspend. Select what you want to suspend and click on ‘Suspend Customer’ we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers
    4. If you want to unsuspend a customer, go to the ‘Customers’ section in your dashboard and click on the ‘Suspended’ tab. Here click on the ‘Customer Name’ you want to unsuspend. A new window opens with a display message and the ‘Unsuspend’ button, click on this. A pop up is displayed confirming if you want to unsuspend the customer here click on ‘Unsuspend Customer’.

      You have successfully unsuspended your customer.

       we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

    5. Should you want to delete a customer account permanently, click on the icon highlighted in red in image #04 above. A new window then pops up and asks if you want to ‘Delete <Customer Name>’.

      Note: The deletion action is irreversible, a customer account once deleted can’t be restored. 

       we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

Now that we’re done with managing the Customer Account. Let us move on to the next section of seeing how a customer can purchase and manage their orders.

 we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

In the same customer dashboard, you as a WebPro can purchase orders for your customer. These orders are then visible on the right-hand side of the dashboard along with the Activity Stream of purchased orders labelled under ‘Latest Activity’.

The customer can perform the same actions you can perform on orders from their Customer Panel. To access the Customer Panel from your (WebPro) dashboard, click on the icon highlighted in green in the screenshot above. This will take you to the customer panel that is similar to your dashboard.

Note: The customer can log into their panel using their credentials and manage their orders.

 we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

Now that we’ve seen how to manage our customer orders and the panel, let us move onto customizing our customer panel.

Customizing the Customer Panel

When customers log into their account or receive automated emails it is important that they know the brand they are associated with. Customizing the customer panel assures that every customer carries your brand. Let us see how you can customer the customer panel from your WebPro Panel account.

Note: Customizing can only be done from the Reseller Account and not the Customer Account.

  1. Adding a Logo

    A logo is a visual representation of your brand and adding it to your customer panel helps you brand your business better.Follow these simple steps to add your business logo to your customer panel.

    Step I: Click on the ‘Settings’ tab in the sliding vertical bar on left.

    Step II: In ‘Your Branding Settings’ tab go to ‘Add Your Logo’. Here, click on ‘Change Your Logo’.

    Note: Depending on whether you have a rectangular logo or a square it is recommended you follow the pixel size mentioned. we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers And you have changed the logo of your Customer Panel. The logo is visible on the top left corner of the customer panel. (screenshot at the end of the post)

  2. Customizing the URL

    The second most important thing of the customer panel URL is the URL your customers see when they log in to their panel. The URL is by default your Reseller Account Name and Web Pro ID. This URL helps in branding your company name or brand name, and hence should ideally be changed to represent these. You can change this URL anytime you want.To change follow these steps:

    Step I: Click on the ‘Settings’ tab in the sliding vertical bar on left. In ‘Your Branding Settings’ tab go to ‘Customer Panel URL’. Here click on ‘Change the prefix of this URL’ we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

    Step II: Change your URL and click on ‘Save URL’  we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

    Your updated Customer Panel looks like this: we covered the features of the revamped order management experience WebPro Panel Part III – The Next Step – Managing your Customers

Conclusion:

With this, we come to an end of customer management in the WebPro Panel. If you are a reseller associated with us, you can now easily add and manage your customer accounts and their orders on the go. Moreover, you can now even give them the means to manage their own orders with a custom-branded panel.

If you haven’t read our previous posts and are wondering about the WebPro Panel and how it came to be, then you can read all about it here.

Do you have any comments? If yes, do leave them in the comments box below. I’ll see you soon with the final segment of the WebPro Panel. Until next time!

 

class = “fb-comments”
data-href = “https://blog.resellerclub.com/webpro-panel-part-iii-the-next-step-managing-your-customers/”
data-numposts = “10”
data-colorscheme = “light”
data-order-by = “social”
data-mobile=true>