Campaign creation flow

Ogury needed to launch a self-service campaign creation feature for external ad agencies within a single quarter.

The challenge: design an intuitive form flow for complex inputs (budget, dates, targeting, creatives) without direct access to end users, while aligning stakeholder expectations and managing technical constraints.

Company
Ogury

Team
1 product designer, 1 PM, 3 devellopers

Timeframe

1 month desing ideation, +2 month devellopement (3 phases)

Année
2023

Approach

Research & Benchmarking

Conducted competitive analysis across Google Ads, Teads, LinkedIn, and TikTok to identify familiar patterns. Goal: reduce learning curve for users already managing campaigns across multiple platforms.

Constraint-Driven Design

Evaluated three implementation approaches:

  • Template upload (fastest, least flexible)

  • Manual form entry (user-friendly, longer timeline)

  • Hybrid validation workflow (selected)

Chose manual forms to balance flexibility, timeline, and user experience.

Collaboration Framework

Created a FigJam specification document as a single source of truth with the PM. This replaced scattered Confluence specs and prevented detail gaps that typically emerged during development. The shared space tracked all decisions, benchmarks, rejected solutions, and ongoing discussions.

Key Design Decisions

Drawer vs. Full-Screen Modal

  • Stakeholders (AdOps team) preferred drawers for context visibility while editing line items

  • Reduced development scope while maintaining functionality

Vertical Accordions for Long Forms

  • Line item form exceeded safe scrolling length, especially on smaller screens

  • Collapsible sections improved scannability and allowed users to see form structure at a glance

  • Leveraged existing design system components to accelerate delivery

Draft State Handling Late requirement: allow users to save incomplete campaigns. Challenged the initial PM/VP definition because it missed edge cases. Mapped all possible states and validation rules to prevent post-launch issues. This clarity prevented downstream bugs during manual review workflows.

Validation

Organized 4 moderated interviews with AdOps users (US, EMEA, APAC regions) using interactive prototypes. Key findings:

  • Regional targeting setup differed from initial spec (Northern Americas workflows revealed different mental model)

  • Draft state indicators weren't clear enough

  • Provided feedback to restructure location targeting approach

Moved mockups forward on the timeline to incorporate findings before handoff to development.

Delivery & Impact

Phased Approach

Worked with tech lead to align mockups with three-stage implementation plan. Included detailed specifications, state transitions, and edge cases in each phase to minimize dev ambiguity.

Quality Outcome

  • Reduced back-and-forth iterations due to comprehensive specification work

  • Fewer bugs and QA cycles from upfront clarity on assumptions and edge cases

  • Team shipped 1.5–2 iterations before feature entered hold period (business reasons)

Team Impact

  • PM adopted FigJam collaboration model for future projects

  • Demonstrated value of design-led specification process over traditional documentation

  • Established pattern for handling scope creep and priority shifts under deadline pressure

Lessons

Specification clarity compounds.

Upfront investment in detail (edge cases, state definitions, flow charts) prevented rework and reduced developer friction far more than iterating mockups alone.

Collaborate on specs, not just designs.

FigJam as a thinking tool—not presentation tool—forced conversations earlier and caught gaps before mockups.

User feedback redirects efficiently.

Even 4 interviews shifted direction on regional workflows. This feedback late in the cycle validated some decisions and challenged others—valuable signal despite not being statistically robust.

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