Accessible journeys that clicked case study

Designing lifecycle emails that shipped faster and actually clicked

A lifecycle-led approach that unified 12 disconnected email journeys into one clear system, improving accessibility, speeding delivery, and increasing engagement by 41%

Journey strategy
Accessible email UX
workflow automation
lifecycle email and ux lead
nda-Compliant

Making every message clearer and more consistent

Lifecycle email and ux lead (journey mapping, content, templates, build)

Merged strategy, storytelling and technical craft to deliver measurable impact in a fast feedback loop

Context

Marketing teams were firefighting, devs patching brittle templates, and users giving up mid-flow. Twelve disconnected journeys collapsed into chaos

The challenge: rebuild confidence with one unified system that shipped faster and actually got clicked

Brief

Five-month secondment with a US B2C brand to unify lifecycle journeys under one scalable system, leading strategy, design, templates and build through to deployment

Move a research wireframe into a clear, compliant, build-ready prototype that users could trust and developers could confidently build

Approach

Map

Audits + workshops to map and align 12 journeys

Prototype

Prototyped fast, tested early, validated ideas with real users

Solve

Worked with engineering to automate workflows and turn constraints into solutions

Refine

Each sprint layered automation + A/B testing for continuous improvement

Outcome

Unified 12 fragmented journeys into one coherent lifecycle system

Restored trust across marketing, product and engineering through shared patterns

Created a foundation for continuous optimisation rather than one-off campaigns

Above-the-fold clarity

You’ve got 400 pixels before a swipe, so let’s make them count

Before screen
After screen

Readable, lovable type

Clear, readable type because users don’t scroll for benefits, they stop when they see them

Before screen
After screen

Perso with purpose

Personalisation isn’t creepy when it’s helpful

Before screen
After screen

Impact

Clearer hierarchy and intent turned disengagement into growth

"Ian brought true design leadership — raising the quality of our work, guiding the team with clarity, and pushing us to think more strategically about the user experience"

Christine Zeng Lead Product Manager

+28% CTR

Clearer calls-to-action above the fold → boosted engagement on mobile

+11% CTR

Concise, snappier headlines → more clicks across campaigns

+41% CTOR

Smarter personalisation → significantly higher click-to-open rates

What was built

Mapped cross-team content flows for personalisation and faster delivery

Reusable email system

Streamlined 45 monthly emails across 12 journeys with a unified approach

Consistent UX patterns

Aligned Figma and SFMC patterns to reduce dev time and errors

Automation-ready templates

Dynamic link generator and real-time basket tracking streamlined ops

Continuous optimisation loops

A/B testing revealed what worked, from motion to message and offer

Focus outperforms completeness

A small number of well-chosen levers delivered more impact than a broader redesign would have done

  • Didn't move the needle

    • visual polish tweaks
    • decorative imagery
    • micro-copy flourishes
  • Priority levers

    • CTA clarity + intent
    • mobile-first hierarchy
    • restrained personalisation
  • Not worth it

    • multi-language template variants
    • over-engineered dynamic logic
    • legal-heavy features with marginal upside
  • Valuable, not viable

    • full redesign
    • new component system
    • deeper behavioural personalisation

Design decisions

What guided the design

Readable-first email hierarchy, ensuring key messages remained clear within crowded inbox environments and constrained email layouts

Less content, clearer storytelling, reducing cognitive load so recipients could quickly understand the purpose of each email

Mobile-first structure, allowing messages to remain legible and scannable on small screens where most emails were opened

Trade-offs

Message clarity over legal prominence, keeping the primary message visible above the fold rather than buried beneath compliance text

Standardised layouts over bespoke designs, making lifecycle journeys easier to maintain and reuse across campaigns

Reliable rendering over visual complexity, ensuring emails displayed consistently across inconsistent email clients

Deliberately omitted

Heavy personalisation that felt artificial, avoiding messaging that could appear overly automated or insincere

Custom mobile font embedding, which added technical complexity without meaningfully improving readability

Decorative features that added little value, keeping the focus on message clarity rather than visual novelty

Learnings

Clarity, placement, and personalisation shifted behaviour

Quirks

Outlook continues to work in mysterious ways, but there’s (usually) a fix

Content

Personalisation and real-time content don’t just inform, they charm

Formats

Animated GIFs still earn their place, sparingly used, they delight

Process

A healthy backlog isn’t admin, it’s momentum

Tools

Figma
SFMC Salesforce
VS Code
HTML5
CSS
After Effects
AMPscript
Inbox Monster

Want experiences people actually engage with?

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