In a breakout session at Confab 2019, Alexa K. Apallas discusses:
• How to apply a core set of principles and make micro-content shine.
• Why it’s important to identify gaps in micro-content by assessing existing content to determine customer pain points.
• How to pack meaning into minimal space by focusing on what your customer absolutely has to know to feel good about the interaction.
• Why you must strip away the fat. Every word counts, so take the time to figure out which ones aren’t pulling their weight.
44. By giving customers a clear choice and
presenting the options on one screen,
we made it easy for customers to
decide how and when to get their
money.
49. Customers who were given a reason to add
their debit card did so and even made
immediate use of the feature. They also
activated their accounts more quickly.
• 57% more debit cards added
• 5% increase in PayPal account activation
• 3% increase in Instant Transfer use
56. By changing the micro-content to
provide a more compelling “why,”
and by adjusting the design to more
clearly indicate the info we needed,
we increased confirmation rates.
63. When we presented the exchange
rate with the exact amount the
customer would pay (including fees),
we saw that customers increased
their purchases with the PayPal rate
by 50 basis points.
73. By providing the right amount of
specific information, we were able
to get customers comfortable with
the idea of approving a request to
share a card.
We’re really lucky at PayPal, because we have a whole customer experience lab. We’re able to do self-service concept testing weekly with a general recruit, where we moderate the sessions ourselves. Or, we can recruit for more specific criteria and get help from a user experience researcher. In this case, we used the self-service.
We still hadn’t made it clear to customers that the free option was available.
We ended up revising the entire flow to make the choice clearer. Here, the promo content mentions the free, standard option. And we spent a lot of time on the button text to set accurate expectations. When we brought users into the lab, we found that when the button said “Next” or “OK,” they didn’t want to move forward because they felt like they were agreeing to the instant transfer and the charge. We paid attention to this reaction and adjusted accordingly. When we used “Got It,” we saw a lot less hesitancy.
When we couldn’t immediately confirm a customer’s identity, we asked them to upload additional info. But who wants to do that?