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 within the CMS that would allow their clients, on a global scale, to manage their customers information, including demographics, targeting, reporting, activity, and more.
Customers Module Profile Page
While I built every feature of the Customers Module from the ground up, we'll only be examining a fraction of it. Because lawyers. The concept behind the customer's profile information, was that each individual client would be able to customize what of the total collected information they valued most and display it for their customer service representatives accordingly.
Exploring the initial build
The customer profile page displays three sections: basic info, user profile attributes, and communication preferences. Each section is a condensed version of their respective total information groups. Clicking the "edit" button in the top right would expand those values into inline editable fields. Upon filling in a value for a previously blank field and clicking "save," the field would then populate back into its respective section to be seen at all times. This keeps all the fields without values hidden, thus not cluttering the page and making it easier for a customer service representative to see the values that matter.
The screens below illustrate the edit process, however for a better sense of what the V1 experience looks like, check out this Invision link
Always thinking ahead