DLL Financial Solutions

DLL Financial Solutions is a global company that finances equipment and technology for businesses. They partner with manufacturers, dealers, and distributors to offer financing options to their customers. DLL helps businesses acquire equipment and inventory without having to pay for it all upfront, which can help with cash flow and asset management. They also offer financing for used equipment.

Project
Craft a high-converting email template using research and designed for mobile users. Easy customization within Salesforce Marketing Cloud, ensuring a tailored approach.

My role
UX Designer

Wireframing the email structure, ensuring clear organization of information and a logical flow.
Designing the visual elements like content blocks, CTAs, and branding integration.
Optimizing the layout for mobile devices, prioritizing readability and ease of interaction on smaller screens.

Front-End Developer:

Translate the UX design into a functional email template using HTML and CSS
Creating responsive email structures that adapt seamlessly across different screen sizes and devices.
Implementing personalization features within the Salesforce Marketing Cloud framework.

Duration
Nov 2019 - Jan 2020

Style Guide

Primary
Color: #0099FF; #333333; #666666
Secondary
Color: #27FAE; #DEDEDE;
Font-family: "Arial", sans-serif;
.btn {
color: #ffffff;
background-color: #0099FF;
font-size: 18px;
font-weight: bold;
padding: 15px 48px;
width: auto;
display: inline-block;
text-align: center;
text-decoration: none;
}

Old Version

The previous DLL email template struggled with compatibility across various email clients and lacked proper mobile optimization. This redesign ensures optimal rendering and a user-friendly experience on all devices, following current email best practices.

**Ideation**

Research and usability testing paved the way for a dynamic ideation phase. I explored various concepts, and one of my initial explorations for the revised email template is on the left.

Iteration

The initial prototype proved to be a valuable springboard. I embraced a dynamic concept to ensure responsiveness, but encountered challenges in bridging the gap between email code and landing page code. Through extensive usability testing, we identified areas for improvement, including the image header, bulleted content structure, and footer. This feedback led us back to the drawing board for a collaborative refinement process.

Final Prototype

Incorporating valuable insights from my testing group, I finalized the template. This included bolded headlines for enhanced readability in the header, a streamlined single-column layout for the bulleted content, and the removal of the horizontal rule above the headlines for a cleaner look.

Results

The revamped email template continues to deliver impressive results. Deliverability and optimization have seen significant improvements, ensuring emails reach the right inboxes. Moreover, the template offers exceptional flexibility and usability across all devices, providing a seamless user experience for recipients. Additionally, its integration with Salesforce Marketing Cloud has streamlined our email marketing process, fostering smoother operations.

Lenovo Partner Credit

RATVM