Life Beautified

Product At A Glance

What is it for?

An affiliate marketing website where families can earn more money towards their 529 college savings plan.

Who is it for?

Students, families, and non-profit organizations.

Business Goal

Build consumer adoption and lead generation.

User Need

Students and/or families can achieve educational freedom by being able to afford secondary education.

Early Start to College Savings Plans

One of the biggest challenges facing students today is the high cost of college. Many students are struggling to save enough money to pay for tuition, books, and other expenses. Affiliate marketing is a great way for students to earn extra money, but it can be time-consuming and difficult to get started. We wanted to focus on low-income families and figure out how this product would motivate them to ask for donations to their 529 savings plan with a Life Beautified account.

Project Scope & Responsibilities

For this project, I was one or two of the UX Designer Leads. In addition to five UXD apprentices, I collaborated with over 20 people ranging from product strategists to user researchers. Phase 1 and Phase 2 of this project consisted a total of 16 weeks. In the beginning our team was limited to teams of UX Research, Product Strategy, and Design. With no developers in Phase 1 our main focus was to lay out the foundation of the website and ensure we were meeting the needs of both our client and users.

Project Overview

16 Weeks

Lead UX Designer

Responsive Website

Timeline

Role

Tools

Project

What Was Done

Discover

Define

Ideate

Design

Test

Competitive Analysis

Personas

User Flow

Wireframe

Usability Testing

User Research

Journey Map

Information Architecture

Visual Design

User Interviews

Moodboard

Discover Phase

Qualitative Research

To better understand parents’ attitudes and behaviors regarding saving for college, our research team recruited five parents to interview. Our team developed the idea that to have the best options for their future, parents want to provide their children with educational freedom.

When it comes to saving for their child’s future, parents are overwhelmed with choices. Families may use a regular savings account or store cash in an envelope with a set amount of money each week or month. For them, social media influencers made more sense than affiliate marketing since they aren’t too familiar with the term.

Key Insights Derived From The Interviews

  • Families are concerned about college affordability.

  • Families typically do not have a college saving plan in place, or do not have a saving goal.

  • Parents feel its important that their kids have options and can define their own future (whether or not that includes college).

  • Overall parent’s attitude’s towards the Life Beautified concept is positive. Mostly concerned about the child’s motivation to use the product.

  • Clear visualization if my earnings are going up or down. Clear instructions on how to use the product.

  • Some sort of gamification platform with notifications and email reminders to encourage them to use the product daily.

Are families Familiar with 529 college savings plan?

Does the family currently have a 529 savings plan?

Key Insights Derived From The Survey

Competitive Analysis

As a starting point, we reviewed some of our competitors, such as Backer and Upromise, to learn from and determine what other areas we could improve when building our own platform.

• Clean and easy to use interface that allows the user to easily make an account

• Consolidates tons of information about 529 savings plan in the US that eliminates a lot of time for the user
• Site offers cash back rewards (like client intends ) Users can also shop in store and upload receipts. Funds are directly uploaded to participants 529 savings plan.

• Offers a 529 guide plan to educate parents on the importance of saving and establishing an account

Define Phase

Personas

Journey Map

Ideate Phase

User Flow

We then began organizing the information in the product that makes it easy for our students and parents of students to find and understand.

We also began working on the sign-up flow for parents creating a Life Beautified account. We learned along the way that this could get complex some parents might not even know what a 529 savings plan is or that it is required to have first in order to make a Life Beautified account.

Information Architecture

Setting High Level Visual Goals

While we awaited refinement from the research team we began working more on building a mood board that helped frame how we we want to build the clients brand. The client provided us with a logo so we used that as a starting point to build the client's mood board.

Design Phase

Sketching Our Ideas

We began putting our ideas to paper and strategizing solutions that might make this platform more impactful. As a team we were able to quickly sketch out different ideas and experiment with different layouts. We went from paper sketches to digital sketches so that we could present something more concrete for the rest of the team and our stakeholders.

Building a Consistent User Experience

I had our team start building a design system to help ensure that all of the elements of a product, such as the colors, typography, and buttons, are consistent across all platforms and devices. We built this before beginning to build high fidelity prototypes to help us save time and resources by providing a library of reusable components

Typography

Colors

Buttons

Final Designs

Content to ensure users understand how to set up an account in 4 easy steps.

Make it clear who can use Life Beautified

Progress bar so users can understand where they're at in the sign up process

Review of account details to reduce user error before finalizing the account

User dashboard with the following key information: Life Beautified balance, transaction history to see either their purchases or anyone's purchase made with their affiliate link, and the ability to share their link with their family, friends, and followers.

Key details such as the amount of supporters who have contributed to 529 earnings. Our research team informed us during their interviews users would like to see visuals of their data such as the if their earning are growing or on track to reaching their savings goal.

Test Phase

Usability Testing

Our users felt the design of the product was nice and clean but felt stuck when it came to understanding what a 529 savings plan and it's relationship with Life Beautified.

  • User's enjoyed our sign-up process, they felt the progress bar was helpful and that overall the verification process was similar based on their experience with other websites.

  • Most appreciated that the site was uncluttered and simple.

  • User's still felt unsure of what a 529 savings plan is and expected to come to the website with more explanation on what a 529 is, who Life Beautified partners with, and will their information remain secure.

Suggestions to Make The Experience Better

Overall the group of users our team had tested weren't familiar with a 529 savings plan and wanted to see more content related to how to set up an account first before they would make a Life Beautified account.

  • Participants need to feel their information is always kept secure. Provide a safe third party system that will safely keep their information or their child's information protected.  

  • Create a clearer distinction between the account owner of Life Beautified vs. Student Detail information. Users, specifically those that are parents weren't sure if the name on the account owner of Life Beautified should be their name, or the student's aka their child.

  • Explain the concept of affiliate marketing within the Life Beautified platform. Consider providing examples that'll make it clear on what their Life Beautified code can do for them.

Thank you for watching

About

UI/UX DESIGNER

Lauren Stanton

Hi there! Starting my career in UI/UX Design has been such a rewarding experience for me because I enjoy problem-solving and creativity. I transitioned from being a flight attendant to a UX/UI Designer and as part of my journey, I have learned some front-end coding in order to bridge any potential gap between developers and designers. Visual design and content strategy have been my favorite subjects to study.

My interests aside from traveling include snowboarding, photography, reading, hiking, listening to music, and wine tasting. I am currently available for part-time work and am always happy to assist with innovative projects. If you'd like to contact me, I can be found on LinkedIn or via email.

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