Discount Card Builder

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Challenge:
The previous design for the discount card builder in our technology platform was functional but clunky, overwhelming, and visually unappealing. Sales reps were tasked with creating custom discount cards featuring 6 keytags (each valued at $10) and 20 back offers, but the process was unintuitive, time-consuming, and difficult to navigate. The goal was to redesign the discount card builder to make it more user-friendly, visually appealing, and efficient.

Approach:
As the designer and end-user of this tool, I focused on creating an intuitive, visually engaging process for sales reps. The design improvements included:

        1. Visual Communication:
 

• The layout mimics the actual discount card with 6 keytag spaces at the top and 20 back offer spaces below, providing a clear visual reference.
   
• Keytag spaces are highlighted in dark teal, while back offers are marked with green, creating a clear visual hierarchy and differentiating the two types of offers.
   
• The number next to each keytag space (1, 2, 3, etc.) helps reps quickly identify and organize offers.
   

           2. Streamlining Offer Selection:
 

• A new “Split” button allows reps to easily assign the same keytag offer to multiple spots, resolving a major pain point.
   
• Reps can now drag and drop offers to rearrange them, improving flexibility and ease of use.
   

            3. Search & Selection Table:
 

• A filtered search bar helps sales reps quickly find relevant offers based on location and category.
   
• As offers are selected, they automatically populate the visual representation of the discount card, making it easy to see the progress in real time.
   

Outcome:
Sales reps are excited about the new, more intuitive process, and the design is currently being implemented. The new system streamlines the discount card creation process, reduces confusion, and makes it easier for reps to build compelling offers that will drive sales for the teams they work with.