Bolt • 2023

Post-checkout Timed Offers

Creating a sales-boosting feature for merchants in 30 days.

*We got this project to 90% complete before leadership shifted priorities and this project was put on hold.

At a Glance

Role: Lead Product Designer

Goal: Build a new feature offering for merchants to help boost holiday sales

Timeline: 30 days*

I was the lead product designer on this project, which was an initiative to create new product offerings for merchants in 30 days. After a team brainstorm of different options and looking at past requests from merchants, we decided to work towards a new product that allows merchants to offer additional products as add-ons to shoppers immediately after they complete a purchase. This aimed to increase merchants average order value (AOV) without interrupting shoppers’ shopping experience and maximize customers lifetime value.

Due to a tight timeline, we focused on essential features that would allow merchants to manually configure post-checkout offers and view results and insights for existing offers. We wanted the feature to be flexible enough to be used across products (Core checkout and our Accounts package) and for different use cases, so things like an optional discount feature were added for merchants to utilize to provide additional incentive.

Basic flow:

Merchants view upsell page on the merchant dashboard and sign up for the feature.

Within the merchant dashboard, merchants can view and create their own custom offers.

The creation flow allows merchants to select the product they want to include and add rules to determine when the product would appear.

The preview shows what shoppers would see if presented with the add-on.

If a shoppers order qualifies, the add-on will appear post-checkout.

This product was designed and built as part of a company wide initiative to build 3 new features in 30 days, so a strict timeline meant doing minimum features for a MVP.

  1. There were significant technical limitations for adding items to a transaction after it was made. Lots of collaboration with the payments team had to happen to identify possible solutions that merchants would be okay with.

  2. A small amount of research showed that merchants were excited by this product idea, but didn’t really know how they would use it yet, so we were comfortable releasing a more manual option for merchants to try before venturing into more dynamic or automated features.

Research

Basic findings:

• Most options reqired the merchant to choose the product that would be the add-on

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Design & Development

Design for this project started at the same time as engineering so there was a lot of collaboration between myself and the engineering team.

We talked through several options for how to best achieve a viable product that merchants would have affinity for, while still being able to hit our timeline.

A lot of discovery was done through documenting open questions on how we might be able to build this new feature.

Requirements

Two major requirements came out of the competitor research, conversations with our Go-toMarket team and internal team discussions to determine what a minimum viable product looks like.

  1. Merchants must be able to create their own offers.

  2. Some performance metrics need to be shown to merchants to gauge how an offer is performing.

  3. The add-on must be added to the initial transaction

Compromises

future features

  • additional metrics for performance monitoring

  • additional rules to set up offers such as total cart value, customer info, etc.

Proposed Metrics

% accepted offers

AOV increase

Individual Offers: Views (as an interim to determine if it was being shown based on the rules.