SessionM integrates marketing automation and data management capabilities with loyalty marketing to drive personalized consumer relationships through the mobile device and across channels.
The Customers Module
Within SessionM's proprietary content management system, I was tasked with building their Customers Module, a module that would allow their clients to manage their customers information for internal use as well as customer service, including demographics, targeting, reporting, activity, and more on a global scale.
The Final Version
After building personas and user stories, researching with customers and our own internal teams who would use the module, building out flows and dozens of iterations, I produced V1 of the Customers Module. If you'd like to skip any further explanation and receive a document encompassing the body of work this module became, please contact me directly.
Previewing the Module
The following screens are meant to be a glimpse into the module and does not represent it in its entirety.
Upon selecting "Customers Module" from the CMS's main nav screen, the user is brought to a search page where they can find a customer by entering the customer's telephone number, loyalty number, email, or external ID. After inputting any one of those options, a successful match will take the user to their client's personal overview, starting with an activity log.