Optimized UX in Backend Software: 4 Principles of Intuitive Design for Internal Tools

Many small and medium-sized businesses (SMBs) have internal tools like administrator panels, dashboards, approval queues and data entry platforms. However, just because these technologies are common does not mean they typically look good or are easy to use. How can decision-makers apply the principles of intuitive backend design to their user experience (UX)?

The Importance of a Well-Designed Backend

Many business leaders deprioritize the look and feel of internal tools because they believe the consumer-facing user interface (UI) is the only one that matters. While the assumption that software for employees is somehow less important may seem harmless, it can significantly impact productivity and morale.

Software developers can hardly concentrate when they bounce between pages, documents and platforms for one project. Research shows that resuming an interrupted task takes roughly 25 minutes on average, affecting productivity. As a result, businesses take longer to release updates and complete requests.

Clutter complicates things. Even seemingly straightforward tasks can be tedious if employees lack well-designed backend software. In addition to being time-consuming, it makes them error-prone. For example, they may cause version control issues when changing their copy of a file without updating the original.

While there’s never a perfect time to revisit backend software design for employees, many SMBs are already planning to make changes to their technologies. One study found that the organizations they surveyed were far more likely to adopt new technologies or migrate their existing systems to the cloud in 2023 than in the past. As more businesses continue to follow this trend and update their software or move to cloud-based technologies, the upcoming changes create a great opportunity for optimizing internal tools’ UX in the process.

Principles of Intuitive Design for Internal Tools

Standardization is one of the leading design principles for backend software. Layouts, colors, patterns, placements and shapes should be similar across employee-facing platforms to minimize the amount of onboarding and upkeep needed. Any new hire should be able to train on the fundamentals of one tool and readily apply it to others.

Another one of the most essential principles involves context awareness. Unlike consumers, employees will use internal tools for hours at a time — the average person spends over 6.5 hours on their screen daily. Relevant design decisions like adding dark mode or incorporating keyboard-friendly navigation are key.

Employees — especially those who work remotely with their setups — may access internal tools in unconventional ways. You must be prepared, whether they have a dual monitor setup or use a laptop. Consider how aspect ratio and display size affect text scaling, scrolling and button size.

Maintenance is another principle of intuitive backend design. Around 57% of developers state their company has at least one full-time employee dedicated to maintaining internal applications, meaning 43% do not. What happens when they quit? Do development operations fall into disrepair? Assign someone — or two people since redundancy is a lifesaver — to this role.

5 Tips for Making Internal Tools More Intuitive

Follow these tips to ensure you create a unified, optimized backend UX for employees:

  1. Don’t Design for the Sake of It

Overdesign has been the cause of death for many a good UI. You don’t need over-the-top animations or transitions for an intuitive, appealing UX. Your strategic use of colors, layouts and design elements is enough to make the tool attractive and enjoyable to use. Prioritize functionality above all else and allow aesthetics to come naturally to you as you progress.

  1. Track Backend-Specific Metrics

Setting and tracking a baseline enables you to address pain points as they emerge and optimize for usability. Track backend-specific metrics like productivity, mouse movement and click volume. Your goal should be to minimize the work developers must do before they can complete a task.

  1. Try to Accommodate Edge Cases

Your team will occasionally encounter unexpected situations. For example, what happens when they need to approve a request, but the person with authorization is out of office? That scenario is basic, but it gets the point across. Accounting for and accommodating edge cases during the initial design phase prevents operational hiccups later.

  1. Source Feedback From Users

When it comes to ease of use, feedback is everything. Real-world usability testing should be a core component of UX optimization because a live environment differs significantly from staging. Ask your team what they like and dislike about their internal tools’ UI, getting specifics on what they would change.

  1. Let Developers Request Features

As employees get used to the new UX, they will want additional features, options and shortcuts. Create a framework that lets them request these things, and incorporate the most popular. Minor personalization can be beneficial if you have multiple teams with their own codebases, technology stacks and release schedules.

The Bottom Line of Optimizing Backend UX

These design principles and tips can help you optimize your UX, ensuring backend employees can use internal tools effectively. Remember, big changes like these take time — do not feel concerned if your metrics seem to slide back initially. Eventually, if you make the right decisions, you should see gains.

8 Customer-Centric Approaches to Enhance Retention in a Crowded Market

In business, one of the keys to success is customer retention. Companies no longer focus only on customer acquisition. They see the value in keeping their loyalty because retaining them costs much less than acquiring new ones. However, increasing retention can be tricky when competitors use strategies to divert their attention. Yet, businesses that make buyers the heart of their company can greatly enhance retention even in a crowded market.

What Is Customer Retention?

Customer retention is about the strategies and actions companies use to keep their existing consumers engaged and satisfied over time. It is a crucial metric that businesses can measure to see if their efforts are working. Typically, customer retention involves understanding their needs and delivering consistent value and experiences that maintain strong relationships. When businesses implement customer-centricity, they can sustain a loyal consumer base that guarantees steady revenue and positive word-of-mouth.

How to Calculate Your Customer Retention Rate

To calculate the retention rate, use a formula that looks like the following:

  • [(Number of customers at end of period – Number of new customers acquired during period) / Number of customers at start of period] x 100

Measuring this metric is crucial because it quantifies how well a business maintains its existing customer base. A high retention rate indicates you have retained many customers, meaning they find your offerings valuable. Therefore, you likely have high customer satisfaction, which pertains to revenue growth over time. On the other hand, a lower retention rate suggests areas needing improvement. If you believe your retention rate could be higher, various customer-centric strategies are available to help.

1. Implement a Feedback Loop

A feedback loop is a powerful tactic to understand your customers. When companies analyze and act on feedback, it can be an excellent way to identify areas for improvement. Customers want to know that you are listening to their concerns, and responding to their feedback helps with this.

Addressing customer feedback is essential to showing their opinions are heard and considered. Plus, feedback provides valuable insights that guide decision-making. By entering this approach into your retention strategy, you can continuously refine your offerings while bolstering customer bonds.

To learn more about how they feel about your business, consider creating customer surveys and posting them on social media or through emails. Platforms like SurveyMonkey let you easily create them through templates and gain feedback in real-time. You could also make a webpage on your site for customers to send their feedback. Ensure you promote it across various channels to let them know you are there to listen.

2. Start a Loyalty Program

Loyalty programs are an effective way to reward repeat customers for their continued loyalty. These programs often enable opportunities for customers to earn points, discounts or special offers.

One example of a company that delivers a successful loyalty program is SHEIN. The online fast-fashion company offers a VIP program to reward its customers for purchasing, writing reviews and daily check-ins on the app or website. Its shoppers then earn points they can redeem for discounts on future purchases.

Consider implementing a rewards program like SHEIN’s. The company makes it easy to join and use. Plus, it ensures buyers easily understand how it works by providing a terms and conditions page on its website.

3. Engage Customers Through Personalized Emails

Communicating with your customers can be a great way to keep them engaged. This strategic approach is crucial because it initiates repeat purchases. However, the emails should be highly personalized, so you make them feel like a valued client. As you cater to their preferences, a personalized email will encourage them to continue engagement with your brand.

Consider gathering customer data to create these personalized emails. That way, you can include relevant product recommendations, special offers and information.

4. Enhance Customer Support

Engaging shoppers through support systems is essential to understanding their issues and providing customized solutions. However, improving this department requires investments in quality support tools and educating staff to handle inquiries efficiently and empathetically.

The most effective way to achieve this is by offering multiple communication channels. Consider opening up your support systems through phone, email, chat and social media. Then, ensure your customer care team is prompt and effective in offering resolutions.

5. Provide a User-Friendly Shopping Experience

One of the most important ways to boost customer retention is through user experience. Visitors often turn into repeat shoppers when you design an online platform that is intuitive and easy to navigate. For online stores, ensure you have these qualities for your website:

  • Fast-loading times
  • Clear product descriptions
  • High-quality videos and images
  • Seamless checkout process

Features like search filters, product comparisons and reviews can also enhance the user experience. These facets of the user experience minimize frustrations and make the shopping process more enjoyable. In turn, you encourage consumers to return and shop for more items.

6. Create Exclusive Offers for Loyal Customers

Consumers love special deals, and sending offers exclusively to them is a great way to recognize their loyalty. With such exclusivity, you do more than incentivize their continued support — you also help them feel special. Consider offering something unique that is unavailable to the general public. This could be early access to new products or discounts. When businesses aim their strategies toward buyers, they encourage continued loyalty and long-term engagement.

7. Show Your Appreciation for Their Support

Showing gratitude toward your clients is an effective way to enhance retention. Whether through a thank-you email or a site-wide sale for customer appreciation, you can make customers feel important through various methods. However, the one strategy that leaves a truly memorable impression is through handwritten notes.

Chewy — an online pet store — has a reputation for this. It often sends handwritten cards to express gratitude or sympathize with a lost pet. This level of personal touch creates a deep emotional connection, making the shopper feel highly valued. Actions like these show you genuinely care for the customer beyond transactions, maintaining their loyalty for a long time.

8. Build a Community Dedicated to Customers

Creating a platform where customers can connect is impactful for making them feel like they belong to something. When consumers feel like they are a part of a group with shared interests, this can be a great way to engage further with a brand. Numerous companies build communities to enhance connection and drive brand advocacy. Many times, they do this through social media, where current shoppers can join a private group. It can be good for sharing tips and company news. Plus, you can amplify your reach alongside gaining deeper insights.

Boost Customer Retention by Employing Key Strategies

Numerous strategies are available to enhance customer retention. Yet, the key is understanding your shoppers and how you can provide value to them. Remember that every interaction is an opportunity to build a lasting relationship. Prioritize your buyers’ needs and experience, as they will become your most powerful advocates in a crowded marketplace.


Eleanor Hecks is editor-in-chief at Designerly Magazine. Eleanor was the creative director and occasional blog writer at a prominent digital marketing agency before becoming her own boss in 2018. She lives in Philadelphia with her husband and dog, Bear.

How to Design Websites That Align With User Preferences

The most aesthetically pleasing website in the world only converts well if users enjoy the look and functionality of the site. Determining visitor preferences and how to meet their needs is a huge part of building a successful site.

Website design requires juggling multiple factors. Designers must determine the best typography, find which colors users respond best to, add interesting images and use the right language for their calls to action (CTAs). Meshing all the elements into a website that converts requires experience and practice.

Here are some steps to transform blah designs into fabulous, high-converting pages.

1. Research the Audience

People need to know their audience. Today’s research tools sort through massive amounts of data and spit out reports and predictions based on past behavior and audience demographics.

Designers should tap into the power of artificial intelligence (AI) tools to get a handle on what their users like best. People trying to reach a new audience should use AI to predict their preferred elements. They can then create new landing pages targeting a specific segment.

Source: https://www.shabbyfabrics.com

Shabby Fabrics takes into account that most quilters are women and chooses a color palette accordingly. While the mauve hues may not appeal to men who quilt, they will likely overlook the design for the vivid fabrics displayed on the page.

The design utilizes a deeper mauve for the top information ticker and a lighter shade for the navigation menu to create a design hierarchy that grabs user attention.

2. Speed up the Site

Designers who want to please everyone should ensure the site loads quickly. People are busy. If a website takes more than a few seconds to load, they’ll likely bounce away to a competitor. Mobile users are growing more frustrated with slow-loading pages with the advances in connectivity and the higher speeds of 5G networks.

Some ways to make a site load faster include investing in the best hosting plan possible, caching images and reducing file sizes.

3. Highlight Key Features

Knowing the audience means understanding what they care most about. Gen-Z users may be in college or trying to save money to buy a home. They’re likely on a budget and will appreciate highlighted sales and clearance items.

Other audiences may care more about quality, personalization or loyalty programs. Designers should know what visitors seek when they land on the page and can highlight those items to make locating them easier.

Source: https://arranmorelighting.com

Arranmore Lighting & Fans offers users the opportunity to shop by room, style or color. An analysis of how people search for items on a website provides insight into how to best meet their needs and design a site they’ll respond to.

The website also has a featured, colorful box on the home landing page showcasing the end-of-year clearance event. Designers can highlight inventory they wish to move in a similar way.

4. Improve Mobile Responsiveness

Revenue from mobile apps will reach $613 billion by 2025. People spend more time on their smartphones and buy from them more frequently than pre-COVID. People who want to meet user preferences must ensure their websites are mobile-responsive.

Test the site on different screen sizes and ensure they adapt and everything is readable. Consider how someone interacts on their phone versus a desktop computer. They need a button large enough to tap with their thumb or forefinger. They should also be able to automatically fill out forms so they don’t have to type on a tiny keyboard on their screen.

5. Select Visually Pleasing Colors

A pretty design is pleasing to all users. How do designers determine which colors work best, though? One rule of thumb is to limit the number of choices to three or so. There’s no need to include white or black in the equation.

Consider white space and balance. A bold red next to a brilliant blue and dark purple text could make the site unreadable. There should be a nice contrast and accent colors to create an aesthetically desirable design.

Source: https://www.semrush.com

SEMRush uses bright colors but creates enough contrast to keep the overall look readable. The deep purple background has geometric accents in the corners in a medium purple and green. The text is a neutral white to pop against the darker background. The entire impact is bright, exciting and usable.

6. Listen to User Feedback

Designers should ask users what they prefer. They could send out a survey and ask for feedback on their website design. It’s hard to know what people want unless they’re asked. Let them vote on two different looks, have input on color palettes and say which features they want to keep and which can go.

Marketers can also pay attention to heatmaps and see if CTA buttons or pages aren’t converting well. Do people bounce off the page within a second or two? Adjustments may be needed to keep them on the site longer.

7. Make Images Relevant

Photos and illustrations help add to a design’s overall impact n. However, if they aren’t relevant, images can detract from the message. Designers should seek unique visuals that pull the reader in and further explain the information on the page or add interest.

Images can move the reader’s attention where it should go. A person pointing toward a CTA button or looking to the right where the text is can encourage the user in the proper direction through the sales funnel.

Source: https://www.firewatchgame.com

Firewatch is an interesting product site for gamers. The logo sits at the top center of the page, and to the side is a man on a cliff looking out for a fire. However, he also faces toward the logo, drawing attention to it and showing the user what the game is about through the wordmark.

Adding illustrations and images and thinking through the subtle impact can give website designs an underlying element that drives engagement.

Run Tests and Listen to Customers

Determining what users want takes time. A/B tests can uncover which designs they respond best to. Designers should consistently try new things, ask site visitors what they think and add new elements to better meet their needs. A website that hits all the high points can lead to more conversions and loyal fans who share the brand with their connections.


Eleanor Hecks is editor-in-chief at Designerly Magazine. Eleanor was the creative director and occasional blog writer at a prominent digital marketing agency before becoming her own boss in 2018. She lives in Philadelphia with her husband and dog, Bear.

This Is Why Your CTA Is Not Converting (and How to Fix It)

The calls to action (CTAs) on a website can make or break company revenue goals. Driving visitors to a page is only half the battle. Once people are there, the site must be engaging enough to move them toward the ultimate objective of converting from shoppers to buyers. If a brand has a CTA not converting, it’s time to check out the following factors and determine what changes are necessary.

Here are some of the principles designers should follow for the highest chance of success with CTAs.

1. Use Actionable Language

Vague phrases such as “Info” or “More” don’t encourage action. Instead, use actionable verbs, such as “Get Free Report” or “Sign Up” to drive engagement.

Stick to simple phrases or risk losing visitors with shorter attention spans. Try to come up with something that explains what the user will get when they take the action and why it’s specific to the brand.

Some strong action verbs website owners can use include:

  • Buy
  • Shop
  • View
  • Subscribe
  • Try
vrbo web page screenshot

Source: https://www.vrbo.com

VRBO uses a simple “Book Now” command to encourage site visitors to place a reservation with one of their host locations. The button is blue, which pops against the backdrop of black, white and gray. Each property has a CTA button that follows the user down the page, as they look at photos of the property or interact with the listing.

2. Check Placement

Is the CTA still not converting? Where it’s located on the page can have a huge impact on how successfully it sends users down the buyer’s journey path. Try different locations and use A/B split tests to determine which location on the page works best with a particular audience.

Some users want enough information to make a decision before seeing a CTA button. Others are ready to act as soon as they land and need an option near the top of the page.

3. Make an Offer They Can’t Refuse

Get people to click on the CTA button by making an attractive offer. Give them something free, for a limited time or offer a perk if they convert to a customer.

There are two schools of thought on offering free items to collect leads. Some believe it gives the brand a direct connection to people already interested in what they offer. Others think freebies just attract people who want something for nothing and won’t convert into buyers.

Try different offers and see how the results shake out.

inhub website screenshot

Source: https://inhub.thehenryford.org

A good example of offering something free so people can see what a brand offers is found on inHub. Note the “Join for Free” CTA button right at the top of the page. If the full signup process is rather lengthy, brands may take action to make a free signup for a trial or download simpler. Collecting only crucial information to stay in touch, such as a first name and email address, encourages users to complete the signup.

4. Increase the Size

For a CTA not converting, increasing the size of the button might improve conversions. A mere increase of 20% in size can draw user attention and improve sales. Try making the button easier to find. Move it around, make it larger, make it smaller and see what users respond to.

Every site and every offer is slightly different. What works for one site or even page on that website, may not work for another. Testing is critical.

5. Create a Sense of Urgency

Once users leave a site, they aren’t as likely to return. They may intend to but a million other things distract them from coming back. Whenever possible, create a sense of urgency to drive conversions while having their attention.

Utilize words and phrases such as:

  • Limited time
  • Ends soon
  • X left
  • Buy now
  • Hurry

One note of caution — if the CTA says something is only available for a limited time, don’t extend that time indefinitely. Users should trust a brand to stick to its word. If the CTA or text surrounding it says there are only two hours left to get an offer, it must disappear after that time. The company can create a new offer, but it should not be the initial one.

hulu website screenshot

Source: https://www.hulu.com

Hulu adds a CTA to the top bar of their site to really drive home the point that the offer is for a limited time. They even list the end date so users know exactly when the cost goes up. If one looks at the CTA buttons further down the page, they’ll see in small letters it shows how much the price is going up and why users shouldn’t delay in signing up.

6. Add White Space

One big mistake people make with CTAs is not adding enough white space around them. A bit of negative space sets a button apart and shows the user it’s something important they should pay attention to.

For mobile users, adding white space makes it easier to click on the button on a smaller screen. Since over half of internet traffic is now via mobile devices, it makes sense to create a responsive design.

Figuring Out Why a CTA Is Not Converting

The CTA may not be converting for numerous reasons. Running tests to figure out what works with the brand’s audience is the number one way to improve conversions. Try changing the color of the button, the size, the placement and even the wording. With a bit of trial and error, designers will find the best combination for their audience and wind up with a high-converting landing page that drives growth.


Eleanor Hecks is editor-in-chief at Designerly Magazine. Eleanor was the creative director and occasional blog writer at a prominent digital marketing agency before becoming her own boss in 2018. She lives in Philadelphia with her husband and dog, Bear.

What Emerging IoT Trends Should Businesses Pay Attention To?

You must pay attention to the latest innovations coming to the Internet of Things. IoT devices complement many other advanced technologies, so people are starting to combine them. These emerging IoT trends stand to revolutionize how businesses use the technology.

How Are IoT Trends Evolving Technology?

Emerging IoT trends are evolving technology into something entirely new. It combines with the most advanced, popular innovations to create something never before seen. The IoT as you know it may soon change forever.

In 2022, IoT startups secured the highest amount of funding they had received since 2012. They collected an average of nearly $16 million, a 30% increase from 2021. People saw the emerging trends of 2023 and decided they needed to be a part of the technological innovation.

The market for IoT devices dipped over 20% in 2022. However, they still secured incredibly high funding because investors believed the upcoming trends would revolutionize the technology. How much money they receive gives businesses a direct insight into its future. In this case, it is a clear indication of success.

What Are the Emerging IoT Trends?

The emerging IoT trends offer new takes on traditional devices. While some incorporate other well-known technologies, others create something entirely new.

  1. Automation

Many emerging trends combine IoT devices with other advanced technologies. Automation has been a massive success for many businesses and is among the most popular. Although it has existed for a few years, it is only starting to pick up speed.

Many companies use IoT in robotic automation. For example, FedEx has used it for five years to organize and distribute mail, replacing traditional carriers. Most businesses rely partially on e-commerce sales, so they would benefit from technology that can package, label and ship products.

Even if you do not ship items to customers, you should pay attention to this trend because it has many real-world uses. No matter your industry, you can automate some of your responsibilities with IoT devices. It could streamline your processes, increasing accuracy and profit.

  1. Artificial Internet of Things

Artificial intelligence in IoT — what people call AIoT — is one of the latest IoT trends. It combines artificial intelligence with traditional IoT technology. However, the extent of its presence differs depending on the device’s purpose.

Incorporating AI into IoT allows businesses to rapidly analyze data, make accurate predictions and run things smoothly. The simplest form of AIoT uses an algorithm to process information, while the more advanced version makes the devices operate independently.

Much of the buzz around it comes from the potential for peer-to-peer communication where each IoT device interacts with others. They already have a constant connection to the internet, so establishing one between a group of them is a minor leap.

  1. Asset Tracking

A business owner is no stranger to supply chain delays and surprises, considering everything from a bad storm to a foreign conflict can disrupt things. IoT asset tracking can give immediate updates on an item’s location.

You can use remote IoT tracking to find packages in real time, no matter where you are. It improves traceability, helping you reduce losses. All you have to do is put a device on a pallet to keep track of its whereabouts the entire time it is in transit.

On top of tracking where products are, IoT asset tracking can tell you if they break in transit. The sensors can detect minor changes and alert you to potential damage. This technology can even improve your brand’s reputation since you can resolve the issue before your customer receives a defective item.

  1. Digital Twins

A digital twin is a virtual copy of a physical object. Basically, it is an advanced version of traditional simulations. You use IoT sensors to map whatever item you want to visualize to monitor it in real time or simulate it after a change.

A digital twin can handle thousands of variables simultaneously, so you can use it for complex situations. For example, you could simulate how your new packaging design will function. You can use a digital twin instead of repeatedly building and testing prototypes.

It is also helpful for visualization. A digital twin can help you if you want to keep track of something remotely. Since it is a replica of the item in a digital format, you can monitor it even if you are not close to it. If something on the actual object begins to malfunction, you can consult the copy to understand how to troubleshoot things.

  1. New Regulations

Regulations have begun to appear because of the rapid appearance of new IoT trends. Businesses should be aware of each new law to protect themselves as they adopt the technology. Regulatory bodies want to set ground rules as more industries use it.

For instance, the European Commission accepted a data protection act in 2023. In the United States, the Federal Communications Commission proposed mandatory cybersecurity labels for IoT devices in the same year.

What Can Businesses Do to Prepare?

Businesses can analyze their needs to prepare for upcoming IoT trends. Once they identify where to use the technology, they can figure out how to implement it. While AIoT may be the best choice for one company, automation may be vital for another, depending on their individual needs.

Whatever they choose, it is a good idea to act now since the technology is only getting bigger. In 2023, the amount of IoT devices reached 15.14 billion globally. Experts expect the number will continue to rise and reach nearly 29.5 billion as early as 2030. They can take advantage of the growth if they prepare for it.

Follow the Trends

Businesses can benefit from paying attention to emerging IoT trends revolutionizing technology. You could use it to automate your e-commerce packaging, test new product prototypes digitally or predict supply chain delays. Ultimately, it could improve your company’s operations and elevate your digital processes.


Eleanor Hecks is editor-in-chief at Designerly Magazine. Eleanor was the creative director and occasional blog writer at a prominent digital marketing agency before becoming her own boss in 2018. She lives in Philadelphia with her husband and dog, Bear.

Next-Level Campaigns: How AI Supercharges Customer Acquisition and Retention

Customer acquisition and retention are necessary for businesses to succeed. Acquiring new customers allows companies to grow, but they must also retain them to guarantee brand loyalty and sustainable profitability.

Consumers are constantly shifting their preferences and behaviors, making it challenging for companies to reach target audiences with effective campaigns. However, with artificial intelligence (AI) by your side and the right data, you can better understand, attract and retain your customer base.

A Brief Overview of How AI Works

AI helps marketers by analyzing large amounts of data in a shorter time. Companies have always used data to learn about their customers. Yet, before AI came into the picture, businesses used traditional marketing methods that often relied on broader information.

Today, the global AI market comes to $142.3 billion, and companies use it to identify specific customer behaviors, preferences and patterns. Marketers create more targeted and personalized campaigns using algorithms to sift through data sources like website visits, social media interactions and purchase histories.

This information provides a deep view of customers’ habits and what they like. With these insights, businesses craft messages and offers that resonate directly with individual users. As a result, potential customers are more likely to engage because those messages capture their attention.

Essentially, AI eliminates much guesswork and ensures you use your resources efficiently to reach the right audience on time.

Personalized Marketing Messages and Recommendations

AI takes personalization to a whole new level by understanding each customer. One way it personalizes marketing is through product recommendations.

For instance, when users visit an e-commerce site, AI analyzes their browsing behavior, past purchases and abandoned carts. It uses this information to suggest products they are likely to buy. However, this method requires more than showing relevant products — it also needs you to present them at the right moment in the user’s journey.

Email marketing has also benefited from AI’s personalization capabilities. Instead of sending generic newsletters, companies can now send emails that provide specific solutions to their customers’ needs. From subject lines that capture attention to content that addresses their interests, AI ensures every email feels individually crafted.

In social media advertising, AI looks at users’ interactions, likes, shares and comments to display ads that relate to their interests and values. It ensures each message caters to the individual to increase engagement and customer interest.

Optimizes Ad Campaigns

Optimizing an ad campaign has become highly sophisticated with the integration of AI. AI assists businesses in ensuring their advertising efforts are on point through various techniques:

  • Dynamic pricing: AI analyzes real-time market demand, competitor pricing and other factors to adjust ad bids automatically. This analysis ensures companies get the best value for their ad spend while maximizing visibility.
  • Audience segmentation: Instead of broad demographic groups, AI creates micro-segments based on behaviors and past interactions. This allows for highly targeted ad campaigns that cater to specific audiences.
  • A/B testing at scale: While traditional A/B testing compares two versions of an ad, AI can test multiple variations simultaneously. It analyzes which elements — like headlines, images or calls-to-action — perform the best.
  • Predictive analysis: AI forecasts how likely a particular ad is to convert based on historical data and user behavior. This predictive insight allows businesses to allocate their budgets better — pushing resources toward advertisements likely to yield higher results.
  • Multichannel optimization: AI focuses on more than one platform by evaluating the performance of ads across various channels — from social media to search engines.
  • Real-time adjustments: Market conditions and user behaviors can change rapidly. Therefore, AI-driven platforms become useful as they react in real time to tweak campaigns to adjust to these changes.

Predicts Customer Needs

AI may be able to capture data and analyze it for campaigns. However, the interesting part is that it can predict future trends by analyzing past behaviors. With its predictive capabilities, you can address customer needs before they arise.

AI achieves this by looking for patterns in your customer data. These could be things your customers have purchased or time spent on particular pages. From there, AI determines what a customer is interested in or might look for in the future.

For example, a customer who checks out athletic gear often may be interested in a new sportswear line. The company can then use this information to promote the products, instantly saving time and money from studying customers’ preferences and behaviors.

Beyond looking at individual behaviors, AI also analyzes global trends. By examining broader market patterns and predicting upcoming trends with AI, your business can always be a step ahead in its offerings.

Automates Customer Communication

Effective communication is crucial in establishing and maintaining customer relationships. Communication helps customers get answers to their questions, build trust with a brand and solve problems. However, low-priority communications often take up much of your customer support team’s time.

When AI automates simple requests, customer support can better care for customers with larger issues. For example, AI could help customers find what they want on the business’s website. Hubspot found that 78% of customer support agents use AI and automation because they say it lets them spend their time on more important aspects of their role.

One of the most popular ways companies do this is through chatbots. These tools handle numerous customer inquiries in real time, providing instant answers and solutions. AI chatbots can understand and respond to user queries. The interaction feels smooth and natural, and more customers are satisfied with the help they receive.

Using AI Marketing for Customer Acquisition and Retention

AI has certainly changed the way marketers reach and retain new customers. Whether it is through personalized messaging or product recommendations, businesses witnessed the power behind it to engage with customers in previously unimaginable ways. Pinpoint some areas where you could use AI in your business and start taking customer acquisition to another level today.


Eleanor Hecks is editor-in-chief at Designerly Magazine. Eleanor was the creative director and occasional blog writer at a prominent digital marketing agency before becoming her own boss in 2018. She lives in Philadelphia with her husband and dog, Bear.

Why Incorporating Community Service Is Vital for Modern Web Businesses

What does community service look like for modern web-based businesses? Unlike traditional mom-and-pop shops with personal customer relationships, a digital company may have various clients.

Figuring out the ins and outs of giving back to customers requires more legwork but can still help your company develop strong interpersonal relationships with clients. Laying the groundwork gives you a competitive advantage and establishes your organization as one that cares.

1. Build Strong Connections

The Edelman Trust Barometer 2023 showed a rising need for increased trust between consumers and brands. Approximately 71% of people feel being able to rely on a company to be honest is more important today than in the past.

Giving back to the world shows you care about more than just a profit. It is much more likely to instill good feelings in people than if you ignore social causes or needs. You create strong emotional ties when you make a difference in someone’s life.

2. Show You’re an Authority in Your Field

According to research, family-owned enterprises provide employment opportunities for 63% of the workforce in the United States. Hundreds of thousands of businesses emerge each year, making it increasingly challenging to find success.

How can you show you’re an authority in your field and gain customers’ confidence? Giving back to others shows you know what you’re doing and are making a profit. Give a percentage of revenue to philanthropic efforts.

Consumers who believe in the same cause will consider you when they need something you sell. An example of this type of buy-one, give-one mentality can be seen in the model of TOMS shoes. When you buy shoes, it donates a pair.

3. Create a Positive Impression of Your Company

Community service can also improve your image and help you develop a positive reputation. If you’re doing damage control from past mistakes or a catastrophe, finding ways to give back can help repair your reputation.

Remember why you started your company and the big dreams you had. What is your brand image and how do others see you? For example, are you an avid golfer? You may have started your company to serve a need such as help with putting skills. One idea is to offer free training to golfers on an aspect of their game. You could also give back to a charity for youth by hosting an event where profits go to a specific organization.

Embrace whatever cause matters most to you, whether saving the environment, protecting endangered species or helping homeless veterans. Whatever movement you participate in, post to your social media account and share how you’re giving back with your followers.

4. Keep Employees Thriving

According to the United States Bureau of Labor Statistics, the quit rate for June 2023 was 2.4%, which was nearly 4 million workers. Although competition to retain people might vary depending on where you live, you still want to keep your employees engaged and thriving.

Your employees often promote your business and its activities. They take pride in their workplace and eagerly spread the word to others. Identifying your strengths simplifies determining when and how you should give back. By working together, everyone can contribute to cultivating a company culture.

Regardless of how much the labor shortage impacts your company, you want to train and keep top workers. Investing in things they care about is a great way to retain talent.

5. Teach Customers to Be Loyal to Your Brand

Serving the online community means your company name is repeatedly mentioned in the same circles. Your target audience might see you donated to a cause they are passionate about. You may have participated in a local project and it made an impact or spurred more giving to a global cause.

They may perceive their friends buy the same product, creating an online connection. In fact, 22% of consumers say a strong sense of community is a big reason for brand loyalty. However, it goes deeper than just feeling seen and heard. Someone has to hear your name repeatedly before remembering it in the first place.

Building brand recognition takes a plan and consistent delivery. Look for ways to get the word out. However, the reason you participate in an event or offer a service should be because you care.

Even if you gain zero new customers from giving back, you should still do it because it matters. Approaching charity work with a positive attitude will likely get fresh eyes on your products and revenue from the effort.

6. Get Your Customers Like No One Else Does

Understanding the emotions and passions that drive your audience means you’re much more likely to make an emotional connection. Engaging in community service lets you connect with your customers on their level and gain insights into their priorities. Take the time to inquire about the organizations they hold dear and would appreciate your support for. Additionally, explore ways you can assist them or their loved ones.

For example, some of your customers may have vision limitations. You can find out what makes it easier for them to browse your pages and fix it. You can then offer a community service by featuring workshops for other companies and explaining what you changed and how they can repeat your efforts.

Start on Community Service Today

The best way to ramp up community service for your modern web business is to map out how you’d like to give back and start with the top ones. Allow your employees some input, try various ideas and ask customers what they think about new programs. Focus on improving your efforts over time and offering a service to make the world a better place rather than what you can get out of it as a company.


Eleanor Hecks is editor-in-chief at Designerly Magazine. Eleanor was the creative director and occasional blog writer at a prominent digital marketing agency before becoming her own boss in 2018. She lives in Philadelphia with her husband and dog, Bear.

The Art of Meeting Project Deadlines: Essential Practices for On-Time Delivery

One of the most challenging aspects of running a successful company is meeting project deadlines. With multiple players on a project and clients throwing new due dates at you, developing strong practices for on-time delivery is difficult at best.

Meeting due dates is crucial to the growth and success of your business. You will build trust with clients so they turn to you for future projects. When you are more productive, you will also get more work done and be able to take on new clients.

Fortunately, making a few changes to how you approach projects can make all the difference. Here are the top ways of meeting project deadlines on time.

1. Get Input From Staff

Gartner reports 82% of employees want their organizations to understand them as a person, but only 45% feel their employer tries. Before embarking on any big process changes or productivity improvements, gather everyone together.

Ask workers for ideas to improve time management. Most of them probably already have hacks they use and everyone can learn from one another. Also, ask for feedback for project managers on the things that might need improvement when it comes to dispersing work and setting deadlines.

2. Set the Foundation

Come up with a template you can utilize that defines the scope of the project and the end objective. Knowing the typical milestones for projects of a similar type enables you to streamline the process of setting up the job.

You can use tools such as online project management to make the process easier and save other workflows. With a plug-and-play type system, you simply add in the specific details for the exact project of the moment.

3. Use a Paper Planner

When you are first laying out your projects, put everything on paper. You never know when third-party software might go down. With a paper copy, you can pull out the original notes and keep moving forward until systems come back online.

Studies also show writing things out in hard copy improves retention. People will not have to continually refer to online notes if they better remember the next task. Although it is an extra step to mark off completed work and change things along the way, it is minimal compared to the headache you might have if a digital copy gets hacked or the server goes down.

4. Be Smart About Project Deadlines

It is tempting to make deadlines extremely tight to encourage staff to strive for better productivity. However, the stress of meeting impossible due dates could have the opposite effect and cause people to feel like failures.

Consider what a reasonable deadline is and how difficult the task might be. Something simple — such as emailing the client — might only need a few minutes to complete. On the other hand, creating a style guide is much more intensive and requires multiple hours of work that often must be broken down to avoid burnout.

5. Assign Tasks to the Right People

The creation of a website or app should go to your best web developer staff members. If you begin assigning tasks and realize you do not have enough people to complete highly technical or skilled work, you will need to hire someone or allow time for other team members to train.

Look at what is time sensitive and push those jobs to the people you know meet deadlines without fail. At the same time, get those workers to mentor others who might not be as adept at finishing tasks when they should.

Although meeting deadlines and working productively are important, your employees are learning from each project. Factor in time for education and building new skills so each project becomes a bit more efficient.

6. Rate Tasks by Priority

For any project, some tasks are more crucial than others. If the marketing department is waiting on a graphic design, they cannot schedule advertisements.

Look at which elements impact other elements when choosing the priority of tasks. Then, rank the most vital things so the team knows they should complete them first. Make it a daily habit to organize things a second time as milestones change and different variables enter the picture.

7. Conduct Frequent Progress Checks

As the project progresses, take the time to see if you are meeting major milestones and what deadlines might fall behind. If you are having a hard time coordinating everything or need a professional set of eyes on a job, hire one of the estimated 781,400 project management specialists in the U.S. You might want to get their input on how well your plan is working and any tweaks that would make the process more efficient.

8. Say No

It is common for clients to throw a bunch of new tasks or widen the scope of a project after you begin. You have to learn how to manage such requests without overwhelming your staff or not meeting crucial deadlines.

You do not want to tell a customer no constantly. However, sometimes you must explain why something is outside the original agreement, and additions will require more time and resources.

Deliver Quality Projects on Time

Clients expect you to meet specific deadlines but keep the lines of communication open and assure them you understand what they want from the experience. Setting goals before you begin a project helps keep things on track. If you run into problems, go back to the objective and strategize. When you focus on the project as a whole and then break it down, you will be better able to manage project deadlines and keep your clients happy.


Eleanor Hecks is editor-in-chief at Designerly Magazine. Eleanor was the creative director and occasional blog writer at a prominent digital marketing agency before becoming her own boss in 2018. She lives in Philadelphia with her husband and dog, Bear.

How Do Businesses Create Unforgettable Experiences that Span the Entire Buyer’s Journey?

Today’s savvy consumers look for more than just price or quality in the products they buy. Shoppers also want a positive and engaging user experience (UX) that spans the entire buyer’s journey and beyond.

It’s natural to focus on finding new leads and getting them to make a purchase, but there are many steps before, during and after the sale that can impact how the user feels about your brand. The goal is to engage with them in a way that leaves them walking away with such a positive impression that they tell everyone they know and sing your praises via reviews and social media posts.

How can you improve the buyer’s journey and turn browsers into loyal customers and current clients into raving fans?

1. Know the Phases of the Buyer’s Journey

Before you can create an amazing experience, you must fully understand the path a consumer walks before they buy. In general, there are three phases to the process.

  1. Awareness
  2. Consideration
  3. Decision

Within each of those phases are various touch points to focus on if you wish to create a memorable encounter. Walk through the sales funnel as though you are a user at each phase. Does anything make you want to leave the site? Is there anything unclear or that could be easier to use?

2. Get Personal

It’s particularly crucial during the awareness phase to create content that speaks to the audience. Create buyer personas based on pain points the user has that drives them to you for a solution.

Once you understand your audience’s demographics, you can address the emotions behind each pain point. Create content that relieves fears, makes them laugh or helps them overcome the issue at hand.

Videos are one tool to engage new users and begin to move them from the awareness to the consideration phase. You must first teach them about what you do and why it would help them.

3. Improve Checkout

Zippia reports that the average shopping cart abandonment rate is 69.82% across all industries. Anything you can do to improve checkout will improve your revenue.

Users entering your checkout process are likely already in the decision stage and ready to make a purchase. Prevent any reasons to bounce away. Test the system, retest it and simplify things until closing the sale is as natural as clicking a single link.

Add features such as a one-click checkout and integrate with third-party payment providers like PayPal and Google so information is already stored and the user doesn’t have to think before hitting the checkout button.

4. Onboard New Visitors

Many experts now recommend taking a total experience (TX) approach with users. With TX, you have to look at every tiny detail. The way the colors on the page impact users emotionally may seem minor but can make a difference in the way the audience perceives your brand.

Take the time to welcome new visitors and teach them how to use your website or software. Break things down until even a small child could understand the next step and why to take it. Ensure call to action (CTA) buttons are easy to spot and the result is clear.

Don’t forget how many mobile interactions there are, as the numbers increase annually. Many shoppers may visit your site from smartphones, tablets and other devices.

5. Create Interactive Experiences

When the buyer’s journey reaches the consideration stage, focus on creating content that draws the user in and engages them. You might add a flip card, where you ask a question and the user clicks on the card for the answer about your product or service.

You might also host a webinar, offer online product demonstrations or tap into the power of augmented reality (AR). Ikea takes AR and adds it to their app for an immersive experience that sells furniture. The user points their cell phone at the room and plops the item into place. Instantly, they can consider how it looks and if it is the right item for their needs.

People move very quickly from consideration to decision when you give them the tools to do so.

6. Build Customer Loyalty

CX is a roughly $641 billion industry and growing. Companies are starting to understand why the steps a buyer goes through to become a customer are so crucial to building a loyal fan base.

One thing you can do to better understand your customers and create positive associations with your brand is to build a customer journey map. A map is something you should build as you walk through your site or shopping experience. Write down every touchpoint.

Next, ask if each interaction is all it can be or you should ramp things up. If something isn’t working, change it. Talk to customers and find out what they love and dislike about their experience.

7. Improve Multichannel Communication

Have you ever gone online and engaged a chatbot to fix an issue with a product or service? Perhaps you phoned and explained the issue only to be transferred and have to explain it all over again.

If you want to make a good impression on the buyer, you have to lessen their frustration when something does go wrong or they have a question. The best way to improve your customer service is by integrating all customer service channels into a single database.

Let’s say John went into the chatbot and tried to troubleshoot his new flashlight. Unfortunately, no live agents were available, and the bot couldn’t help, so the system asked him to phone.

John makes the call but has to explain the entire issue once again. The agent he reached isn’t in technical support and apologizes and transfers him to the correct department. Once there, guess what happens? John has to explain the entire problem yet again and hope this person can help him.

If you’re frustrating your customers like this, stop now. Train agents to look up the chain of communication and already know what the problem is so they can hit the ground running. “Hello John, I see that you tried to resolve this with our online live chat but were asked to phone in. Your new flashlight you just bought isn’t turning on and you want to know if you should return it. Is that correct?”

John is now less frustrated and you’ve improved the CX for him, making his experience unforgettable in a positive way.

Follow Up for the Best CX Imaginable

Creating an unforgettable experience happens when you stand out from the competition. You must show customers you care about them as individuals and give them a reason to trust you with their hard-earned dollars.

Following up after you have their money is one of the top ways to signal you care about more than just profit. You want them to be happy with their purchase and trust you in the future. Send an email checking on them and make sure they’re completely satisfied. Most will ignore the email, but a few might reach out for help or with a complaint. If they do, you now have the opportunity to solve the problem and secure your reputation with them.

With a little added effort during each part of the buyer’s journey, you’ll wind up with a skew of loyal fans who tell others how amazing you and your products are.


Eleanor Hecks is editor-in-chief at Designerly Magazine. Eleanor was the creative director and occasional blog writer at a prominent digital marketing agency before becoming her own boss in 2018. She lives in Philadelphia with her husband and dog, Bear.