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The current New Representative welcome series is cluttered and lacks clear calls to action, making it overwhelming for newcomers. The dated design and nonstandard functionality hinder user experience. To improve this, the new design features accordion panels for digestible content navigation, with prominent calls to action and appealing visuals. Emails should act as gateways to the website, guiding representatives towards further learning and relevant information, while keeping text concise to fit within average viewing times.
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Rep Welcome Series 2012
Current New Representative HP • Too many links; overwhelming for a new Representative • No clear call to action • Nonstandard functionality: links do not take user anywhere but instead change text in center panel • Dated look and feel with bland stock image
Updated ~ New Representative HP • “Accordion panels”: • display detailed information in a digestible format • expand and collapse for easy navigation through content • clear hierarchy and organization • Clear, prominent calls to action in each panel • Use of icons and color adds visual appeal without clutter • Design is consistent with New Rep welcome series emails
Current New Representative Email Series • Email should be used as a driver to website, not information piece • To measure engagement, emails should always include links to a site to determine if the Rep wants to learn or see more information otherwise the meterics are not useful
Current New Representative Email Series • Email best practice is to have 6-8 lines of copy at most • The average person spends 3-5 seconds reading/viewing an email, so less is more • An effective series cannot be inundated with copy and needs to provide the Representatives with where they can find more information on a topic(s)
New Representative ExperienceRep Welcome Email 1 Landing Page 1
Goals of NEW! New Representative ExperienceLanding Pages 1 - Getting New Representatives Started 5 – Building Your Personal Online Webpage 3 – Using the Online Address Book 2 –Place Your First Order 4 – Delivering Your First Order 6 – Focus on New Sales Opportunities 7 – Emailing Your Customers 8 – Maintaining Your Sales Momentum 9 – Personalizing Your Customers’ Experience 10 – Grow Your Customer Base 11 – Marketing Yourself Online 12 – Perfecting Your Sales Strategy 13 – Using all of Your Resources