Facebook

Personalized Marketing Plans

officeby bruce mars

Overview

Brief

Small and medium-sized business owners often need guidance on optimizing their Facebook business pages with marketing strategies. Facebook's Personalized Marketing Plans (PMP) connects them with Marketing Experts to create data-driven marketing plans.

Specs
Product designer
10 months
Product design, UI/UX, user testing
Problem

Small and medium-sized business owners often don’t know how to market their businesses on Facebook.

Solution

Create a UI platform that connects SMBs with Marketing Experts to create data-driven marketing plans.

Impact
23%

Increase in unique accounts created,

15%

Increase in page clicks

Define
The process begins with establishing some definitions that will inform what the app will do and how that serves our goals.

Assumption

Small and medium-sized business owners struggle to efficiently manage their multiple objectives and accounts on Facebook, leading to a need for personalized marketing guidance.

Hypothesis

If we provide business owners with a user-friendly platform connecting them with Marketing Experts and offering features such as easy toggling between objectives and accounts, a task tracking system, and real-time assistance, then we will observe an increase in unique account creation and page clicks.

Ideal

The PMP platform serves as a seamless bridge between small and medium-sized business owners and Marketing Experts. Users effortlessly toggle between objectives and accounts, utilizing an intuitive task tracking system. This provides customers a tailored, data-driven marketing plan.

Customer problem

I am a

Small or medium-sized business owner on Facebook

I'm trying to

Efficiently manage multiple marketing objectives and accounts

But

Currently it's limiting to manage my plans over the phone

Because

I can't keep track of various tasks and objectives simultaneously

Which makes me feel

Overwhelmed and in need of personalized guidance to enhance my online presence and reach my marketing goals.

Test
I leveraged UserTesting.com to rapidly test our platform experiences and determine the most effective multi-plan management interactions.
User interviews

What

Prototype various dashboard layouts for the PMP and ask specific questions on how customers prefer to navigate their accounts and objectives.

Use feedback gathered and continue to iterate and user test.

Takeaways

Simplicity: While dashboard layouts are impressive, it's overwhelming. Hyper focus on account switching and tasks.

Checklist: SMBs understand checklists, but they sometimes have questions about specific tasks.

Clear account switching: Some SMBs can have many accounts, or a marketing specialist could be managing many clients.

Next steps

Landing page style: Keep it dirt simple. This format is clear and limits actions to the essentials.

Dynamic checklists: Apply hover tips/details to checklist items, and dynamically update their completion status.

Takeover account switching: Clear account selection is crucial, so use a full page takeover interaction when switching.

"Man, ever since we got on board with Facebook's Personalized Marketing Plans (PMP) and started using their online platform, our small business has been on a whole new level. The platform laid out tasks for our marketing campaigns, and our marketing expert guided us through it all.

- Jessie

Iterate
Outcomes
Personal reflection
I work in a software company designed and structured an app for field staff. That day we made a tour of our flow and could not miss a shot of our work :)by Alvaro Reyes

Keep pursuing ideal state

Looking back, I would emphasize even more on real-time updates and explore opportunities for further automation. Real-time task updates may not be possible now, but unlocking that possibility is a major UX leap that is very much within grasp.

Outcomes
Evolution
Tattooed woman with laptopby Brooke Cagle

Today, PMP is evolved

Through streamlined account structures and automation solutions like Advantage+ campaigns reduced 68% in cost per purchase and a 26% improvement in average cost per acquisition. Businesses also experience a 33% increase in incremental purchase events with Conversions API. These advancements highlight the PMP's evolution towards efficiency and personalization.