Campaign from any device
GetThru Responsive Caller
Summary
As a UX consultant for GetThru, I undertook a challenging project to optimize their dialing platform for mobile use. To achieve this, I conducted a comprehensive restructuring of the product’s information hierarchy and layout, which was originally designed solely for desktop use.
As a result of this redesign, the product’s user base increased by a significant margin, reaching approximately double the number of users. Additionally, the structural groundwork I laid down paved the way for faster and more efficient adaptations of other GetThru products to become mobile-friendly, resulting in a 50% reduction in time and effort.
Role
Product Design Consultant
Tasks
Wireframing, Prototyping, High-Fidelity Design, HTML & CSS Implementation
GetThru Responsive Caller: Step by Step
Assignment List
To help callers using GetThru quickly and easily navigate through campaigns, we designed a clear and user-friendly interface upon signing in. Callers are presented with a list of campaigns that they are assigned to, which they can easily filter or search through to find the one they want to work on.
Once a caller has selected a campaign, they can preview the campaign script to familiarize themselves with the content or they can begin making calls. This streamlined approach ensures that callers can quickly get to work on the campaigns they are assigned to without any unnecessary delays.
Preview Script
To help callers be more prepared for their calls, GetThru allows them to preview scripts for campaigns. This feature gives the caller a clear understanding of the questions they will be asking their contacts.
After previewing a script, callers can easily switch to calling mode and begin making calls for that campaign. Alternatively, they can go back to the campaign assignment list to choose a different campaign to work on. This process ensures that callers are well-informed and ready to engage with their contacts before making any calls.
Connection Prompt
Before starting a calling session, GetThru prompts the caller to ensure they have the necessary equipment to optimize their work. This helps ensure a seamless calling experience for both the caller and the contact they will be speaking with.
Connected and Ready
Once the caller was connected to GetThru’s calling platform, they would typically set their status as “ready” to begin making calls. Alternatively, if they were not yet ready to start calling, they could choose to disconnect from the platform until they were ready to begin.
In a call
While talking to a contact, the caller would follow the script and ask questions to gather the required information, recording the answers as they go along. The contact’s name, phone number, and call duration would always be displayed on the screen to keep the caller informed of the current call’s details.
View Contact Details
During a call, the caller had easy access to a sidebar that could be toggled to display more information about the contact they were speaking with. This sidebar also contained important actions that were protected from accidental activation, such as ending the call and adding the contact to the campaign’s do-not-call list. This design ensured that the caller had all the necessary information at their fingertips and minimized the risk of any accidental actions.
Note: I only have a screenshot of a less detailed version of this view.
Call Ended
After each call, the caller can review the script and answers to ensure accuracy and make any necessary corrections. They can then mark their status as ready for the next call or disconnect from the session.