Increasing Scrubby's NPS by 18 through a dashboard redesign

Scrubby’s main digital product used by thousands of customers was lacking solid UX/UI optimization and had low engagement across the board. Our team performed led the end-to-end strategy, research, and design process.

Revamping Scrubby's dashboard with world class UX/UI

Scrubby’s main digital product was software that allowed people doing cold outbound sales to validate catch-all emails. While they were quickly able to grow their organization and acquire thousands of active users on the platform, the dashboard interface had become outdated and had severe optimization issues. We worked with them through the entire strategy, research, and design process.

Platforms

Dashboard

Figma (Prototyping Tool)

Roles

UX/UI Design

Conversion Rate Optimization

Digital Strategy

Icon/Illustration

Deliverables

Dashboard Design

Flexible Component Library

The Results

242%

Increase in time on page

18

Increase in NPS

Before

After

Research and Discovery

For Scrubby.io, our research and discovery process involved several key steps to understand their diverse customer segments. We began by conducting in-depth interviews with stakeholders, including small business owners, marketing executives from large enterprises, and lead generation experts from agencies. These interviews helped us uncover the unique goals, motivations, and pain points of each audience. Additionally, we conducted market research and competitive analysis to gain a deeper understanding of the industry landscape. This included studying the LinkedIn outreach strategies of competitors and identifying areas where Scrubby.io could differentiate itself and provide added value to its customers.

Deep-dive into the current state

In order to better understand how users interact with the website, we compiled an overview of the main KPIs that helped drive all of our decisions for the redesign. Some high-level insights included the fact that the average time on page was less than 2 minutes, which was poor considering that it took at least 3–4 minutes just to perform the main action on the dashboard. Scrubby also had a low engagement rate and an NPS score at an all-time low of 5.

Analyzing user recordings to identify patterns

Our team analyzed hundreds of user recordings on the old and new dashboards to identify usability issues as well as areas of opportunity. Some of the patterns observed included people confused about where to navigate next, many people bouncing immediately upon landing, users rage clicking on elements that weren’t meant to be clickable, etc.

Heatmap and scroll map analysis for data-driven insights

As we do with all custom design projects, we did a deep dive into the old and new website to really maximize conversions. Through heatmaps and click data, we were able to see that the vast majority of clicks were on the “validate” button to perform the core action Scrubby was designed for. However, there was very little interaction with the rest of the website on different pages, with users upgrading plans and viewing their credit and subscription details. Any successful dashboard and digital product needs to incorporate an ecosystem to bring users back multiple times and, in turn, generate revenue on autopilot, which is what we focused on in the redesign.

Heuristic Analysis

Looking at the original dashboard and without any data analysis, we were able to identify multiple UX/UI design and conversion issues right off the bat. Most notably, there were major areas of opportunity from a messaging, design, and navigation perspective. Below is a mini-snapshot of a more detailed audit we conducted.

Unpersonalized homepage experience

1) The old dashboard homepage was very bare bones and lacked sufficient information required to convert users. It was simply transactional and focused on the core action of validating emails, which is what Scrubby’s software primarily does. We quickly identified a major opportunity to improve the experience and treat the homepage more as a “hub” where users can see snapshots of their total risky email validations, past transactions, and high-level stats of the hours and money they have saved. This is what gets users hooked and keeps them coming back.

Poorly optimized account page

The old account page was confusing for multiple users and didn’t have the necessary information. Users wanted to see their credit history, how to cancel their account, etc. On top of that, every block competed and clashed visually with multiple colors, font types, and designs.

Poor returning user experience

From a returning user perspective, the dashboard experience was not optimized at all. Users had to go to a separate page to view their past CSV imports and current validations to date instead of on the main dashboard page. Moreover, the functionality on the old dashboard was purely transactional in nature, meaning it just helped users perform specific actions. What we focused on in the redesign was going beyond transactional functionality and also value-based functionality, like highlighting stats of the ROI that users had made using Scrubby as opposed to not using it.

Inefficient upload flow

1) One of the key user flows on the dashboard is to upload your CSV list and validate emails. However, there were multiple issues in the flow, including a lack of clarity on what is required at each stage, confusing payment details and options, etc.

Inspiration Gathering

Creating the new dashboard for Scrubby.io was a complex and exciting project. As part of our detailed discovery and research process, we collaborated closely with the Scrubby team to understand their vision and goals. We pulled inspiration from a variety of sources, analyzing several competitor websites and leading platforms outside the email validation industry. By gathering and grouping these inspiration pieces into categories based on design, features, and user experience, we were able to develop a cohesive vision. This approach ensured that the new dashboard integrated the best elements from various industries, resulting in an intuitive and visually appealing user interface tailored to Scrubby’s needs.

Feature Gathering

During the feature gathering exercise for Scrubby.io’s new dashboard, we engaged in a thorough and collaborative process with their team. We started by preparing sticky notes, each representing a different potential feature. We then sat down together for an hour-long brainstorming session, where both Scrubby’s team and our team contributed ideas.

This interactive session allowed us to capture a wide range of features, from necessary improvements to innovative additions. After listing all potential features, we collaboratively ranked them based on their importance, feasibility, and impact on user experience. This prioritization helped us focus on the most valuable features first.

Feature gathering is a common UX exercise, especially in dashboard redesigns, as it ensures that the final product aligns closely with user needs and business goals. By involving Scrubby’s team in this process, we were able to introduce several new features that didn’t exist on the old platform, creating a more robust and user-friendly dashboard from the bottom up.

Information Architecture & Wireframing

During the information architecture (IA) and wireframing phase for Scrubby.io’s new dashboard, we leveraged all of the data-driven research and discovery conducted at the beginning of the project. This included insights from stakeholder interviews, user testing, and market analysis. We combined these insights with a card sorting exercise to ensure a well-organized structure.

Card sorting allowed us to understand how users naturally categorize information, helping us to create a logical and user-friendly IA. We organized, structured, and labeled content effectively, simplifying the process for users to locate information and accomplish tasks.

We began by mapping out the IA, creating a clear hierarchy and structure based on our research and the results of the card sorting exercise. This collaborative approach ensured that the content organization aligned with both Scrubby’s business goals and user needs.

Next, we created wireframes, starting with low-fidelity sketches and progressing to detailed digital mockups. These wireframes visualized the layout of key elements and features, providing a blueprint for the final design. Through iterative review sessions with Scrubby’s team, we refined the wireframes, ensuring an intuitive and efficient user experience.

Global Design System

For Scrubby.io, our goal was to create a website that reflected the premium nature of their services. To achieve this, we conducted a thorough analysis of their brand and target audience. We discovered that their audience values efficiency, reliability, and professionalism. With this in mind, we chose a color scheme that reflected these qualities. The primary color, a deep, sophisticated blue, conveys trust and reliability. We complemented this with accents of vibrant green, symbolizing growth and efficiency. We also added several custom illustrations to the page to breathe life into the site.

Revamped main dashboard page

We completely reimagined the home dashboard experience. As soon as you land, you’re greeted with a personalized experience calling out your name (“Welcome back Joe!”) followed by a myriad of tailored stats. You’re presented with quick stats in the last 30 days, your usage to date to help users visualize the number of risky emails validated, and also the percentage of your total lead list recovered to date. This helps communicate the value prop of Scrubby and keeps users coming back. We also added a prompt to upgrade to the next plan at the top which helped to upsell customers and drive more revenue.

Validation Page

On the validation page, users are presented with a sleek and clean interface showing all of their past transactions, the status, and total emails / leads recovered. They are able to download past transactions and also verify a new list in the top right corner. One of the biggest improvements we made to this page was adding filtration options so users don’t have to scroll through thousands of entries.

Account and Billing Page

The account and billing pages saw a massive uplift in terms of UX design as well as visual aesthetics. Users can see a snapshot of their current subscription, easily update or change their plan, and more.

Optimizing the core user flow

One of the most notable changes made was optimizing the end-to-end user flow of Scrubby, which validates emails. Major UX improvements include a progress bar at the top so users always know what stage of the journey they are in and helps guide them through the path, a clear two-option payment system that shows you your exact credit balance, and a gamified confirmation screen that gives you a sense of accomplishment.

Optimizing cancellation flow

Just as important as the core user flow is creating a world-class cancellation flow that helps to make users reconsider but also collects invaluable data for the product team as to why people are leaving. Upon clicking cancel, users are presented with a survey asking them why they are looking to do so. This is followed by prompting users to pause their subscription instead to avoid losing all of their credits. If they choose not to pause, we offer them the option the option to downgrade their plan and a discount for doing so. Lastly, we have a clear confirmation screen that guides them on the next steps.

Helping Scrubby see immediate ROI and results

After redesigning the dashboard, we saw substantial improvements in revenue, time on page, and NPS almost immediately. Users expressed positive feedback in sales conversations around the new dashboard, and the percentage of people going from free trials to signing up rose substantially.

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