Integrating a swag management system into the dashboard

Creating a solid design foundation for a dynamic project

Project's lead designer | Research | Ideation | Wireframing | Design

About Snappy gifts

Snappy is all-in-one gifting platform for employee and customers appreciation.
Branded gifts are a big part of employee appreciation. From new-hire onboarding to company’s events, it can create a powerful sense of loyalty among receivers.

As a gifting platform, Snappy had a dedicated team that supported users with their swag requests (offline process). The next phase was to streamline the process by adding swag management to the dashboard.

Adding swag management system = Joining a $12B industry

Companies give away branded gifts, and a lot!

This feature was the #1 ask from our users. Companies who didn’t know about Snappy's swag team used other platforms for swag management. With this feature, they will have one platform for all their gifting needs.

One platform ⇒ more gifts will be sent via the platform ⇒ increased revenue for Snappy.

Swag management for designing, ordering, shipping and sending swag

There are 3 types of swag, each one different set of actions:

Designing features when priorities keep changing while supporting 3 users types

This project was big and had a tight deadline. The decisions about the MVP and on-going versions changed as we went due to development constrains.

As Snappy moved to PLG approach we had 3 different tiers, and each one had different swag management abilities that we needed to support:

Creating a solid design foundation for this dynamic project

Transforming the Inventory page into a management system

This project started with a single page, showing Enterprise users their swag items inventory. The next phase was to add an entire management system on top of that.

Since this project was very important to the company, many people were involved, pitching ideas on how to proceed. I suggested my solution that supported the marketing importance and feature scope.

Swag gets a prominent position under the main menu and it's own homepage

From a marketing perspective, promoting the swag is crucial. Clients are eagerly anticipating it, making it the company's major highlight of the year.

Dividing swag into parts, and looking at each one separately

Each part can be hidden / locked / active / reduced depending on the user type and the project's progress

Looking at the parts separately gave us the control to release parts of the feature more smoothly.

Swag creation: Tiers support and offline actions

For actions that are locked, we used 'upgrade' identification. For actions that are still offline at this stage of development, we navigated the user to more information on how to contact the swag team in an external link.

In the future, Where the offline actions will be online, it will be easy to change the ui, and the user won't have a big change in the experience.

Inventory, orders and shipments tracking:
Design vs MVP decisions

Adding an overview data on the swag's home page makes it easy for the user to track changes. Since this was not part of the MVP version, I used a placeholder subtitle.

This way, when this data will be added in the future, the layout will stat the same. Even if the data on the cards will look differently in the future, the behavior of clicking cards for entering the inner pages will probably stay similar.

Implementing the first in-product upgrade path

In order to support locked actions for essential / elevated users, we needed to add in-product upgrade information.

It included adding a primary upgrade button, create informative modal for each case, dedicated pages on the company's site, and a dedicated registration form for thos who want to set up a meeting to upgrade to 'Enterprise'.

Do people know what 'swag' means?

We conducted tests to understand if people understand the different swag types and what their next step on the page should be

Our key learnings:

We also tested different implementations for the upgrade button and indicators

We wanted to understand where the users will look for their current tier information, and what they understand from these upgrade indicators.

First 3 months statistics

This statistics is for the first MVP version, for on demand swag creation

Our key learnings:

More images from this project

For the advanced readers who reached this section, I added bits from the rest of the feature

You can see some steppers for creating new swag and choosing items quantities for shipment.

Also how inventory and collections are presented to the user.

Takeaways and learnings

I've learned to rapidly deliver large projects amidst constantly shifting priorities and embrace imperfections.