Surefront Bulk Upload
Allowing customers to better import their catalog data helped break down the biggest barrier to onboarding new users.
The first "aha!" moment on the Surefront platform is when customers see their product data, which up to that point has typically been confined to spreadsheets, beautifully brought to life in Surefront's centralized catalog. However, getting data on the platform was often a frustrating experience that resulted in multiple failed uploads, blindly navigating vague error messages, and ultimately required white-glove treatment from our customer service team. We vastly improved the experience by bringing more transparency to the process — empowering users to preview and prepare their data prior to uploading, and providing clear messaging after uploading.
PROJECT TYPE
In-House Corporate
ROLE
Design Manager, Product Designer
TOOLS
Figma
SHOW ME THE DATA!
The prior bulk upload experience would process the data on platform, but there was no preview prior to uploading so customers would upload and pray that it would pass validation. The new experience provided customers with a chance to preview their data, map columns to standardized or custom fields, and see which data failed validation so they could make adjustments prior to uploading.
CONNECT THE DOTS
We also improved the Bulk Upload landing page by providing simple high level guidance for how to best prepare data prior to uploading. We intentionally focused on addressing the most common errors that tripped up users based on feedback from the existing upload experience.
WHAT'S YOUR TYPE?
Along with allowing users to map their data to Surefront fields, we had to be explicit about the types of data each field supported to prevent validation errors. To provide clarity, we labeled each field with the data type and offered a tooltip with detailed examples and descriptions.
THE "AHA!" MOMENT
After a successful upload, customers would see their products in the catalog, beatifully presented and ready to be collaborated on and shared with colleagues and business partners.
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Hi, I’m Josh Fallon — a design manager and product designer in Los Angeles with several years of in-house experience managing, designing, and launching products on web and native platforms for large organizations. More About Me