Velora Engagement Engine
UX case study redesigning an internal audience-building tool to make advanced segmentation usable for non-technical marketers.
The tool supports API-driven audience definitions but previously required technical knowledge, external documentation, and manual workarounds to use effectively.
Project Information
- Category :UX Design / Internal Tools
- Platform :API-driven ECRM System
- Role :UX, UI, Front-end
- Status :Concept & Ongoing Iteration
Overview
Velora Engagement Engine is an internal marketing platform tool used to build complex audience definitions via an API-driven interface.
Referred to internally as the “Engagement Engine” to reflect its role beyond audience creation.
Problem
The original experience exposed raw system structure — tables, joins, and rules — requiring technical knowledge and external documentation. This created friction, slowed workflows, and increased the risk of errors for non-technical users.
Design Goals
- Reduce cognitive load for non-technical users
- Guide users through complex audience logic
- Minimize errors through clearer validation
- Create a scalable UX pattern for future features
Phase One: Reducing Friction
Phase one of the redesign focused on reducing immediate friction in the existing engagement engine. Several core interaction patterns created confusion for non-technical users — including an unlabeled circular “Add” control, misaligned primary actions, and system operators presented without context.
These patterns made it difficult for users to understand what actions were available, what they did, or how selections impacted audience logic, often requiring prior system knowledge or external documentation.
Foundation for Future Iteration
This foundational cleanup created space for future iterations focused on deeper workflow guidance, progressive disclosure, and audience validation — without overwhelming users early in the process.
Key Features
Guided Engagement Flow
Replaced ambiguous controls with clearly labeled primary actions and a more structured flow that aligns with how marketers naturally think about building and activating audiences.
Reduced Cognitive Load
Improved hierarchy, spacing, and grouping to reduce cognitive load, while introducing contextual tooltips that explain available operators for users unfamiliar with the system.
Validation Before Execution
Added preview and confirmation moments to help users verify logic before saving or activating an audience.
System Power, Human Interface
Preserved the flexibility and power of the underlying system while presenting it through a more approachable, human-centered interface designed for everyday use.
This project is part of a deeper case study exploring research insights, design decisions, and iterative refinement.
Results & Impact
- Simplified complex audience creation into a guided, step-based flow
- Reduced reliance on external documentation and workarounds
- Improved user confidence at key decision points
- Established a reusable pattern for future platform enhancements