Placeholder – End creative blocks

Timeline

March - April, 2022

My Role

Product Designer

Team

Dillon Morgan – CEO Nick McCollum – Engineer Lead

Project Type

Saas, Web Application Design

Background

Placeholders is a popular feature in UNUM. It helps our users end their creative blocks when planning for their Instagram. It has high conversion rate because users will hit a paywall after they create a certain number of media and placeholders. We wanted to improve this feature by making it more contextual and functional for our user’s needs, so that they enjoy creating and continue using UNUM.

Pain point

In social media planning, people must have content to post, but sometimes they only have the ideas or the content is not ready at the moment. How can they still plan when there’s no content?

After observing some Hotjar timelapse videos about how our users use UNUM. We found that some users use their own images with text as placeholders for collaboration among their team.

Currently, the placeholders in UNUM are just grey boxes, which our users love. They can move these around and replace with images. But it only fulfills the need to have a specific order and layout for their Instagram.

Pain point

Proposal

To end this creative block, we can let them create placeholders with label on a color background, and rearrange them in the feed. They can also edit captions for placeholders, which basically makes placeholders into blank posts with no media. By adding this feature, users can plan for their feed in a smarter way.

Business impact

By enabling the user to gain control of their creative process, we can improve the user experience of the UNUM Design. This can make the user want to stay with UNUM.

Success metrics

Success metrics

Research

Competitor analysis

Design iterations

Create an image

The placeholder post is basically a post with a placeholder image as media. The label on the color background cannot be changed and people need to replace it with the image they want to use. If the placeholder as image is replaced, there’s no way to know if this post was a placeholder or not.

Ideation 1 - Create an image

Create a blank post with tag functionality

A placeholder post is a blank post with tag functionality. Any type of post – post with media, post with caption and blank post, can be tagged. Multiple tags can be added to a post.

Ideation 1 - Create a blank post with tag functionality

Create a blank post with tag functionality + Display tag as label on a color background

This idea combines both of the advantages in the iterations above. A placeholder with label on color background is easy for planning the grid. Users can also use tag functionality for all types of posts. The only limitation is that users cannot add multiple tags to a post, so there’s only one tag for each post.

Ideation 3 - Create a blank post with tag functionality + Display tag as label on a color background

After meeting with and receiving feedback from the Engineer lead, Product Designer and CEO, we decided to test with iteration 3.

Usability test

What we’d like to find out

  • How do people want to sort the placeholders? by campaign? by products? by ideas? by type of post (BTS, Testimonial, etc.)?
  • What type of users will use this feature? What type of users UNUM has the most?
  • Should the placeholders be created as images like in Planoly or empty post with tags like in Plann?
  • What do we want to name the tag? “Placeholder”, “Strategy”, “Category” or even “Campaign”?

Test Scenario

Usability test scenario

Figma prototype for testing

Screenshot of Figma prototype for usability test

Test results

Test result opinion scale 1
Test result opinion scale 2

In the test, we asked our testers how they would like to name the “Category” label in the edit post modal. The “Placeholder” option got the most votes.

Dropdown label
What would you like to name the dropdown label?

We received mostly positive feedback from the test and some very constructive ideas. 🙏

"As a graphic designer and community manager, this feature helps me to organize better my customers' social media. "
"It’d be great if we could add rows anywhere we want in the grid instead of all new rows going instantly to the top of the grid. We plan weeks in advance and it’s a lot of scrolling to rearrange. Or even being able to add a placeholder between two photos or anywhere we want in the grid (without dragging) would be AMAZING."
"Love this as a feature! Easy to use, quick, very helpful"

Conclusion

Placeholders with labels is a very popular idea to the users according to the results of the test, however, they seemed to have a difficult time finding where the feature is in the beginning of the usability test. We will further investigate the problems in the prototype, and improve the discoverability of this feature without disturbing the workflow of the users.

In the end

Our stakeholders were very excited about this new feature and can’t wait to release it to our users!

Before we present the designs to the engineering team, we need to generate some popular Instagram post ideas so that users have some default placeholders to start with! It’s a good opportunity to onboard the users and provide some value to them...the possibilities are endless!

Lots of Placeholder ideas

Background

Placeholders is a popular feature in UNUM. It helps our users end their creative blocks when planning for their Instagram. It has high conversion rate because users will hit a paywall after they create a certain number of media and placeholders. We wanted to improve this feature by making it more contextual and functional for our user’s needs, so that they enjoy creating and continue using UNUM.

Pain point

In social media planning, people must have content to post, but sometimes they only have the ideas or the content is not ready at the moment. How can they still plan when there’s no content?

After observing some Hotjar timelapse videos about how our users use UNUM. We found that some users use their own images with text as placeholders for collaboration among their team.

Currently, the placeholders in UNUM are just grey boxes, which our users love. They can move these around and replace with images. But it only fulfills the need to have a specific order and layout for their Instagram.

Pain point

Proposal

To end this creative block, we can let them create placeholders with label on a color background, and rearrange them in the feed. They can also edit captions for placeholders, which basically makes placeholders into blank posts with no media. By adding this feature, users can plan for their feed in a smarter way.

Business impact

By enabling the user to gain control of their creative process, we can improve the user experience of the UNUM Design. This can make the user want to stay with UNUM.

Success metrics

Success metrics

Research

Competitor analysis

Design iterations

Create an image

The placeholder post is basically a post with a placeholder image as media. The label on the color background cannot be changed and people need to replace it with the image they want to use. If the placeholder as image is replaced, there’s no way to know if this post was a placeholder or not.

Ideation 1 - Create an image

Create a blank post with tag functionality

A placeholder post is a blank post with tag functionality. Any type of post – post with media, post with caption and blank post, can be tagged. Multiple tags can be added to a post.

Ideation 1 - Create a blank post with tag functionality

Create a blank post with tag functionality + Display tag as label on a color background

This idea combines both of the advantages in the iterations above. A placeholder with label on color background is easy for planning the grid. Users can also use tag functionality for all types of posts. The only limitation is that users cannot add multiple tags to a post, so there’s only one tag for each post.

Ideation 3 - Create a blank post with tag functionality + Display tag as label on a color background

After meeting with and receiving feedback from the Engineer lead, Product Designer and CEO, we decided to test with iteration 3.

Usability test

What we’d like to find out

  • How do people want to sort the placeholders? by campaign? by products? by ideas? by type of post (BTS, Testimonial, etc.)?
  • What type of users will use this feature? What type of users UNUM has the most?
  • Should the placeholders be created as images like in Planoly or empty post with tags like in Plann?
  • What do we want to name the tag? “Placeholder”, “Strategy”, “Category” or even “Campaign”?

Test Scenario

Usability test scenario

Figma prototype for testing

Screenshot of Figma prototype for usability test

Test results

Test result opinion scale 1
Test result opinion scale 2

In the test, we asked our testers how they would like to name the “Category” label in the edit post modal. The “Placeholder” option got the most votes.

Dropdown label
What would you like to name the dropdown label?

We received mostly positive feedback from the test and some very constructive ideas. 🙏

"As a graphic designer and community manager, this feature helps me to organize better my customers' social media. "
"It’d be great if we could add rows anywhere we want in the grid instead of all new rows going instantly to the top of the grid. We plan weeks in advance and it’s a lot of scrolling to rearrange. Or even being able to add a placeholder between two photos or anywhere we want in the grid (without dragging) would be AMAZING."
"Love this as a feature! Easy to use, quick, very helpful"

Conclusion

Placeholders with labels is a very popular idea to the users according to the results of the test, however, they seemed to have a difficult time finding where the feature is in the beginning of the usability test. We will further investigate the problems in the prototype, and improve the discoverability of this feature without disturbing the workflow of the users.

In the end

Our stakeholders were very excited about this new feature and can’t wait to release it to our users!

Before we present the designs to the engineering team, we need to generate some popular Instagram post ideas so that users have some default placeholders to start with! It’s a good opportunity to onboard the users and provide some value to them...the possibilities are endless!

Lots of Placeholder ideas