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Customer Education in the Digital Age 
@nickelledapp #ccexpo14
About us... 
Fraser Deans (@fraserdeans) 
User Interface/Experience Design 
Designed customer support systems that allows online 
retailers to deliver orders in under 15 minutes 
Scott Collen (@shiftyhorse) 
Customer Discovery 
Marketer, believes in customer inclusive approach to 
product changes and engagement strategies
“In the world of Internet Customer 
Service, it’s important to remember your 
competitor is only one mouse click away.” 
Doug Warner 
#ccexpo14
Customer education is... 
Activity ● 
which teaches someone 
how to get more value out of 
your product or service 
#ccexpo14
Digital products and services will 
always need customer education 
● 
#ccexpo14
Mental models are... 
Internal ● 
representations of the world 
surrounding us 
#ccexpo14
Designers build products for 
common mental models. 
● 
This leads to a “required mental 
model” to use the product. 
#ccexpo14
Separation causes problems 
A B “Required mental model” for product 
Customer’s mental model 
#ccexpo14
Separation causes problems 
A B “Required mental model” for product 
Customer’s mental model 
#ccexpo14
Separation causes problems 
A “Required mental model” for product 
B Customer’s mental model 
#ccexpo14
Benefits of customer education... 
● Customers understand how to use your digital service 
● Increase customer lifetime value 
● Increase average order value 
● Increase conversion 
● Reduce support costs 
● Reduce churn 
● Your customers love you more because you’ve made their lives 
easier 
#ccexpo14
Who’s responsible for it? 
Designers/Developers Marketers Customer support 
Digital Experience Team #ccexpo14
Natwest 
● Social networking app 
Vine 
● Vine let’s users create 
6 second video clips 
● Natwest created 
helpful videos to 
explain their online 
banking 
● Not omnichannel 
● Helps a specific 
demographic 
#ccexpo14
Gumtree 
● Using Nickelled 
● Educate their customers on the same 
code they use on their app 
● No need to translate between different 
mediums 
● Break the steps down into digestible 
contextual chunks 
● Gathering data to improve 
● Serving 27,000+ guides a month 
● 88% user satisfaction
Amazon 
● Improved eCommerce design to 
lower the knowledge barrier 
● Reduce what the customer needs 
to know 
● Reduce the steps where confusion 
could stem from 
● Make it even easier for customers 
to achieve their goals
MailChimp 
● MailChimp: SaaS email provider 
● Animated gifs via email in 
advance 
● Explain new design to maintain 
engagement 
● Ensure customers know how to make the most of new features 
● Using omnichannel technology 
● Trusted advisor in their field 
More info: https://blog.mailchimp.com/showing-vs-telling-with-gifs/ #ccexpo14
Best practices 
Educate your customers... 
● Across all the devices your service is accessible 
● With omnichannel techniques 
● Empower customers with great self-service tools 
● Showing vs Telling 
● Creatively 
Bonus tip: 
Think of your support channels as distribution channels. 
Education = marketing + customer service 
#ccexpo14
Developing your CE strategy 
Use the best techniques Measure and iterate 
to get your message 
#ccexpo14 
across 
Understand your 
customers
● 
Any Questions? 
Come see us after to chat more 
Nickelled, stand H25 
@NickelledApp 
#ccexpo14

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Customer Education in the Digital Age

  • 1. Customer Education in the Digital Age @nickelledapp #ccexpo14
  • 2. About us... Fraser Deans (@fraserdeans) User Interface/Experience Design Designed customer support systems that allows online retailers to deliver orders in under 15 minutes Scott Collen (@shiftyhorse) Customer Discovery Marketer, believes in customer inclusive approach to product changes and engagement strategies
  • 3. “In the world of Internet Customer Service, it’s important to remember your competitor is only one mouse click away.” Doug Warner #ccexpo14
  • 4. Customer education is... Activity ● which teaches someone how to get more value out of your product or service #ccexpo14
  • 5. Digital products and services will always need customer education ● #ccexpo14
  • 6. Mental models are... Internal ● representations of the world surrounding us #ccexpo14
  • 7. Designers build products for common mental models. ● This leads to a “required mental model” to use the product. #ccexpo14
  • 8. Separation causes problems A B “Required mental model” for product Customer’s mental model #ccexpo14
  • 9. Separation causes problems A B “Required mental model” for product Customer’s mental model #ccexpo14
  • 10. Separation causes problems A “Required mental model” for product B Customer’s mental model #ccexpo14
  • 11. Benefits of customer education... ● Customers understand how to use your digital service ● Increase customer lifetime value ● Increase average order value ● Increase conversion ● Reduce support costs ● Reduce churn ● Your customers love you more because you’ve made their lives easier #ccexpo14
  • 12. Who’s responsible for it? Designers/Developers Marketers Customer support Digital Experience Team #ccexpo14
  • 13. Natwest ● Social networking app Vine ● Vine let’s users create 6 second video clips ● Natwest created helpful videos to explain their online banking ● Not omnichannel ● Helps a specific demographic #ccexpo14
  • 14. Gumtree ● Using Nickelled ● Educate their customers on the same code they use on their app ● No need to translate between different mediums ● Break the steps down into digestible contextual chunks ● Gathering data to improve ● Serving 27,000+ guides a month ● 88% user satisfaction
  • 15. Amazon ● Improved eCommerce design to lower the knowledge barrier ● Reduce what the customer needs to know ● Reduce the steps where confusion could stem from ● Make it even easier for customers to achieve their goals
  • 16. MailChimp ● MailChimp: SaaS email provider ● Animated gifs via email in advance ● Explain new design to maintain engagement ● Ensure customers know how to make the most of new features ● Using omnichannel technology ● Trusted advisor in their field More info: https://blog.mailchimp.com/showing-vs-telling-with-gifs/ #ccexpo14
  • 17. Best practices Educate your customers... ● Across all the devices your service is accessible ● With omnichannel techniques ● Empower customers with great self-service tools ● Showing vs Telling ● Creatively Bonus tip: Think of your support channels as distribution channels. Education = marketing + customer service #ccexpo14
  • 18. Developing your CE strategy Use the best techniques Measure and iterate to get your message #ccexpo14 across Understand your customers
  • 19. ● Any Questions? Come see us after to chat more Nickelled, stand H25 @NickelledApp #ccexpo14