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Team

Design manager
Product manager
2 Engineers

My Role

Research, Cross functional collaboration, Wireframming, Design, prototyping, Usability Testing, Dev handoff

Timeline

2 Months

Context
Implemented post approvals feature before post gets published to reduce content mismatch and duplicate posts.
Background
About 40% of the support tickets are related to post content mismatch.

(To solve this, I designed a post approvals system by iterating multiple users flows and wireframes)

But what does Zoho social do?
Zoho Social is an Social media management app through which you can publish post and manage all your social Accounts in a single app and a lot more.

Which is mostly used by brands like PUMA, Mc Donald's etc...

Zoho Social Home Page Zoho Social Dashboard
The Problem
As number of accounts grows, allowing everyone in the team to create and publish posts led to content mismatch and duplicate posts.

For example, think of a busy traffic junction with no traffic lights or rules. If everyone drives whenever they want, it leads to traffic jams and accidents.

Scenario 1
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Hot Toys
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Things would go smoothly if they brand is having only one account, since there would less team members and the number of post would also be less in numbers.

Scenario 2
Toy
Hot Toys
Hot Toy Social Media Post1 Hot Toy Social Media Post2 Hot Toy Social Media Post3 Hot Toy Social Media Post4
Toy
Hot Toys
Hot Toy Social Media Post1 Hot Toy Social Media Post2 Hot Toy Social Media Post3 Hot Toy Social Media Post4
Toy
Hot Toys
Hot Toy Social Media Post1 Hot Toy Social Media Post2 Hot Toy Social Media Post3 Hot Toy Social Media Post4

A brand with multiple accounts and huge numbers in brand members usually post a 50+post in a day and this is where the tension begins. More brand members would be working in a post and there would be timezone differences and things light that and all these will happen without anyone to oversee.

Visual Representation of the problem
Dive deeping into the problem space
What users said?
When we went to talk to user’s they’ve talked about so many pain points and asked for a lot of features.
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User quotes
What they need?
After analyzing interview data, I collaborated with the PM to narrow the feature scope based on user needs and aligned it with business goals.
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Content Management Allowing users to send their post for approval’s and track the post status would be an ideal solution for solving issues with content mismatch and duplicate posts.
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Team Collaboration A place where team members can discuss about the post and give feedback about the post while approving the post would solve the collaborative issues and will ease the communication gap.
User-flow
To solve the content management issues I implemented the approval system right before the content/post publishing as a check point.

Where Admin verify the post made by the brand members and publish it.

Before Before
After After
Wireframes
Wireframes
Step 1
The first step I did is removed post publishing access to normal users and made send for approval as mandatory step.

As our first focus, I designed a new flow for Brand members to send their post to admin for review as their mandatory step for post publishing. By doing this it solved our core problem which is Content mismatch and Duplicate post since there would be an admin to oversee the corrections and to manage.

Step1 Image1 Before view for Brand member
Step1 Image2 Normal user
Step 2
Next, I created a space for admins to see the post which they got for approvals.

So, I designed a new tab in post area named approvals where admin can either approve or reject a post and brand member can see the status of their post. which I shown below.

Step 3
I have also created a space for admin to see the post details in detailed view.

So for admin to review the post, I have created a detailed view to see the platform specific details, like for example all the social media platforms ( Instagram, Facebook, Google my business) it’s important to add Alternative text for each image. but it’s also common for people to forgot to add it. So this detailed view can help admin to verify those tiny details.

Step 4
Collaborative space for Admin and brand member

In some cases, the post might only requires a small tweak in those cases rejecting a post might not be the optimal solution, since they will be creating the post from the stat just for a small tweak. So I created a chat box separate to each post where admin and brand members can discuss and take a decision.

Step 5
Sometimes, Admin might also need an approval right?

While discussing with the PM, We felt it’s mandatory to give option to admins to send their post for approvals if they wanted to. So we gave it as an toggle

Step 6
Separate space to receive notifications from approvals flow

I realized that receiving notification from social media platforms (Insta,Fb,etc..) and from the approvals flow would be confusing for users so I implemented a new tab near to network notification.

Step 7
Then, as a final step I designed an onboarding screen.

To let the users know about this new feature I designed an simple onboarding.

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Retrospective
During the process, there were things that didn’t worked as planned.
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Retrospective
The Interactions that I worked on during this project and I am proud of showcasing it!
Impact

Since its launch in July 2023, the Approvals feature has drastically

Reduced publishing errors by 40%

and improved overall team collaboration, allowing brands to manage their social media presence with more confidence and control.

The Approvals feature also saw high adoption rates, with

Over 80% of users engaging with it

within the first month of its release. This demonstrated not only its ease of use but also its immediate relevance to user needs, significantly improving user satisfaction and workflow efficiency.

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Key Takeaways

Continuous Improvement is Essential: The success of the Approvals feature showed how important it is to keep refining a product. Iterating based on user feedback ensured that the feature not only worked but fit naturally into their existing workflows.

Listening to Users Matters: Engaging with users throughout the design process helped us understand their daily challenges. By incorporating their feedback, we built a feature that truly solved their pain points and made collaboration easier.

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