Pushwoosh

www.pushwoosh.com

Pushwoosh is a B2B marketing automation platform used by product and marketing teams to create multi-channel communication flows (push, email, in-app, WhatsApp).

The product includes complex workflows, segmentation logic, automation rules, and data-heavy dashboards making first-time user experience critical for activation and retention.

Pushwoosh is a B2B marketing automation platform used by product and marketing teams to create multi-channel communication flows (push, email, in-app, WhatsApp).

The product includes complex workflows, segmentation logic, automation rules, and data-heavy dashboards making first-time user experience critical for activation and retention.

Core Product Screens

Selected screens of the core product interface, including workflow builder, segmentation logic, and analytics dashboards.

Domain

Marketing Automation

Type

B2B, SaaS

Role

Senior Product Designer

Scope

Web platform (admin panel, onboarding, automation flows)

Team

PM, engineers, CS, Marketing managers

Case Study

This case study focuses on improving the onboarding experience for a complex B2B product, where first-time user understanding was critical for activation and retention.

Problem

Despite a powerful feature set, new users struggled to reach value quickly.

Key issues identified:

Overloaded onboarding with unclear next steps
High cognitive load in automation and campaign setup
Fragmented information architecture across core flows
Users relying on support instead of self-serve setup

This resulted in:

Low early activation
High first-step drop-offs
Increased support load during onboarding

Key issues identified:

Overloaded onboarding with unclear next steps
High cognitive load in automation and campaign setup
Fragmented information architecture across core flows
Users relying on support instead of self-serve setup

This resulted in:

Low early activation
High first-step drop-offs
Increased support load during onboarding

Goals

Product & UX goals:

Increase user activation and onboarding completion
Reduce time-to-first-value for new users
Improve clarity of core workflows without reducing flexibility
Lower onboarding-related support requests

Design success metrics:

Activation rate
Onboarding completion
Time-to-value
Support tickets related to onboarding

Product & UX goals:

Increase user activation and onboarding completion
Reduce time-to-first-value for new users
Improve clarity of core workflows without reducing flexibility
Lower onboarding-related support requests

Design success metrics:

Activation rate
Onboarding completion
Time-to-value
Support tickets related to onboarding

Solution (High-level)

I redesigned key onboarding and activation flows with a focus on progressive disclosure, clear system feedback, and guided decision-making.

Key design directions:

Simplified entry points into automation and messaging
Clear step-by-step onboarding with visible progress
Reduced visual and cognitive noise in early flows
Consistent patterns across similar workflows

I redesigned key onboarding and activation flows with a focus on progressive disclosure, clear system feedback, and guided decision-making.

Key design directions:

Simplified entry points into automation and messaging
Clear step-by-step onboarding with visible progress
Reduced visual and cognitive noise in early flows
Consistent patterns across similar workflows

Key Design Contributions

Onboarding Flow Redesign

Reworked first-time user flow to focus on one primary action
Introduced clearer hierarchy and guidance
Reduced optional decisions at early stages

Onboarding Flow Redesign

Reworked first-time user flow to focus on one primary action
Introduced clearer hierarchy and guidance
Reduced optional decisions at early stages

Case Study

This case study focuses on improving the onboarding experience for a complex B2B product, where first-time user understanding was critical for activation and retention.

Problem

Despite a powerful feature set, new users struggled to reach value quickly.

Key issues identified:

Overloaded onboarding with unclear next steps
High cognitive load in automation and campaign setup
Fragmented information architecture across core flows
Users relying on support instead of self-serve setup

This resulted in:

Low early activation
High first-step drop-offs
Increased support load during onboarding

Key Design Contributions

Goals

Product & UX goals:

Increase user activation and onboarding completion
Reduce time-to-first-value for new users
Improve clarity of core workflows without reducing flexibility
Lower onboarding-related support requests

Design success metrics:

Activation rate
Onboarding completion
Time-to-value
Support tickets related to onboarding

Solution (High-level)

I redesigned key onboarding and activation flows with a focus on progressive disclosure, clear system feedback, and guided decision-making.

Key design directions:

Simplified entry points into automation and messaging
Clear step-by-step onboarding with visible progress
Reduced visual and cognitive noise in early flows
Consistent patterns across similar workflows

Solution (High-level)

I redesigned key onboarding and activation flows with a focus on progressive disclosure, clear system feedback, and guided decision-making.

Key design directions: