Turning Fragmented Campaign Setup into One Clear Flow

Amplifye: Internal B2B platform to launch campaigns at scale

The campaign list gives managers a single view of all campaigns, their status, and readiness for launch

Every campaign felt like a fire drill: teams stitched together landing pages and webinars in spreadsheets, built emails in a separate tool, chased assets across drives, and pulled in engineers for every launch.

We designed Amplifye Portal as one place to build both on‑demand experiences and email campaigns — centralizing assets, enforcing controlled templates, and baking in staging so marketers can launch faster with fewer surprises.

Problem

Experiences (webinars, pages, chatbots, asset hubs) were specced in decks and docs, then handed off to engineers.
Emails were built in a separate tool with different templates, tracking, and constraints.
Assets lived in shared drives and Excel trackers; nobody was fully sure which version was “the one.”
Staging depended on ad‑hoc habits, so bugs often slipped into production.
The real risk wasn’t inefficiency, it was failed launches that delayed campaigns and drained engineering time.

Experiences (webinars, pages, chatbots, asset hubs) were specced in decks and docs, then handed off to engineers.
Emails were built in a separate tool with different templates, tracking, and constraints.
Assets lived in shared drives and Excel trackers; nobody was fully sure which version was “the one.”
Staging depended on ad‑hoc habits, so bugs often slipped into production.
The real risk wasn’t inefficiency, it was failed launches that delayed campaigns and drained engineering time.

Core UX Challenge

The Problem: Email and experience builders were being developed in parallel. Fully unifying them early was risky while feedback was still evolving, but both campaign types needed a reliable workflow immediately.

Approach:

Unified Setup flow used for both email and experience campaigns.
Progressive disclosure (campaign details → audience → channel settings → preview & staging) to reduce cognitive load.
Controlled templates to prevent layout breakages.
Mandatory staging to catch issues before launch.

Outcome: Learn one builder, know both. Onboarding was reduced and engineering escalations dropped.

Approach:

Unified Setup flow used for both email and experience campaigns.
Progressive steps (campaign details → audience → channel settings → preview & staging) to reduce cognitive load.
Controlled templates to prevent layout breakages.
Mandatory staging to catch issues before launch.

Outcome: Learn one builder, know both. Onboarding was reduced and engineering escalations dropped.

My Role & Key Desicion

Led UX for campaign setup across email and on-demand experiences.

Defined a shared campaign mental model and aligned flows across both builders.
Scoped and sequenced the MVP with PM and engineering to balance speed and safety.
Chose flow alignment over full platform merge in v1 to avoid premature complexity.
Pushed for controlled templates and mandatory staging to reduce launch failures.

Led UX for campaign setup across email and on-demand experiences.

Defined a shared campaign mental model and aligned flows across both builders.
Scoped and sequenced the MVP with PM and engineering to balance speed and safety.
Chose flow alignment over full platform merge in v1 to avoid premature complexity.
Pushed for controlled templates and mandatory staging to reduce launch failures.