Stanford online giving journey

UX/ui
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website
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mobile
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Payments

Enhancing the university's gift giving experience to solve a problem with conversion rates.

overview

role

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UX/UI Designer, Data Analyst

Duration

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3 weeks

tools

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Adobe XD, Excel, Usertesting.com

type

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Redesign

Stanford University has one of the largest financial endowments in the world and brings in millions in gifts from alumni every year. However, this is not enough as these funds are meant to be used in perpetuity and a lot of these funds are restricted or earmarked for specific purposes. As a result, Stanford still needs to fundraise and collect gifts from as many sources as possible.

My team was given the opportunity to help Stanford improve the journey of their online Giving experience. This included providing designed solutions to help their Giving landing page and their Giving online payment form attract more gifts for the university.

Discovery

what's the problem?

According to our contact at the university, they were experiencing issues with both their Giving landing page and their Giving online payment form. Unfortunately, they were not seeing the kind of conversions that they were expecting on either workflow. Only a low 8% of users that visited the landing page were making it through to the payment form. Additionally, only 40% of the users that made it to the payment form actually completed it. This means that only 3.2% of users that arrived to the landing page actually donated a gift.

Problem

Visitors of the Giving landing page are not making it to the payment form. Also, there is a 40% abandonment rate on users that actually make it to the payment form workflow.

research

connecting with users

We took daily calls with our contacts at the university and weekly in-person meetings to review findings and designs. We began by meeting with our client at the university to understand all of the goals that they wanted to achieve throughout this project and to confirm the feasibility of what we could address within the project timeline. It was requested that we focus on “everyday normal people” as our target users. The targeted user was 18-50 years of age, had an average income, and worked a normal 9a-5p job or was a student.

We immediately started by walking around campus and questioned about 25 people total (students, professors and staff). We then questioned family and friends on whether they'd be willing to donate to the university. Immediate feelings of confusion and disbelief stood out.

"Don't they have millions?
Why do they need my money?"

"What else could they need?"

"I'm still paying my own bills for college."

surveys

People had donated to causes before. Why not this one?

We sent out a 10-question survey asking these people about their previous giving experiences. We learned that ~50% of respondents were fairly involved with groups or extracurricular activities and would be willing to give back to their school, while almost all respondents were more willing to give to specific clubs or teams in which they were involved.

Informed
Feeling Informed
Strong Interest
Connection
Feelings that lead to giving.

heuristic analaysis

Let's take a look at what could be confusing users. We immediately started with performing a heuristic analysis of both the existing Giving landing page and payment form and identified some heuristic issues that may have been preventing visitors from easily being able to accomplish their giving goals. The scope of this project was primarily centered around these two pages.

Original Giving landing page
Original online payment form

user interviews - Online payment form

As expected, most interviewees had a mental depiction of Stanford that was privileged or spoiled and prioritized its own needs over the cause. The promise of helping students gain a good education was not enough here.

Our client was able to connect us with 5 existing donors. Since these donors had already given to the university, we wanted to hear about their experience with filling out the online payment form. Common issues that were mentioned:

Key Takeaways From User Interviews

The form is too long and tedious.

The unexpected amount of information required makes users feel uncomfortable, like they are committing to more.

It's a confusing process because there is no idea of how long it is.

Lack of a quick pay option (PayPal) seemed slightly inconvenient.

journey mapping

It was helpful to map out the user journey to confirm that our efforts should be primarily focused on improving the giving form. We were able to see that the giving form offered the greatest risk for user drop-off in the giving journey.

Journey map of a user traversing through the 4 stages of giving.
How-Might-We

How can we compel everyday people to give their hard-earned dollars to one of the wealthiest universities in the world?

design

landing page design

After analyzing all of our research, we felt the best plan was to focus on including those elements that touched the emotions of being well informed about why this so seemingly wealthy university could still tremendously benefit from the help of our target user, as well as imagery on who they'd be helping. We also wanted to showcase the breadth and width of the site to provide a multitude of ways that potential donors could become involved with the university and all of its causes. We began with drawing up some rough drafts for what the landing page could look like. The giving landing page is the first place that most donors arrive, so this is where we wanted to draw out those feelings that we discovered from our surveys and interviews. To do this we focused on:

Wireframe of the giving landing page (scroll to view)
Iteration 1 of the giving landing page (scroll to view)
Impactful Additions To The Landing Page

Showcasing student stories and campaigns that are affected by gifts to the university at the top to grasp readers' attention and emotions at the start.

Increasing opportunities to give throughout the page and improve call-to-action (CTA) placement.

Providing transparency by sprinkling information on how the university allocates its gifts throughout the page.

Adding more images of students so that donors can see who they are helping.

usability testing - online payment form

With a combination of testing with real users and using Usertesting.com, we were able to iterate on two more versions of the online payment form. Ultimately, users were just looking for a simple and quick method of being able to donate. We also suggested that the university add the convenience of a quick pay option, as it was mentioned several times in testing sessions.

Iteration 1 of the online payment form
Iteration 2 of the online payment form
100% of testers preferred our design over the original design.
User Feedback

All users were comfortable with the amount of time it took to complete the form.

Most users appreciated the convenience of the PayPal payment option.

Single page format makes it easy to see what is required at a glance.

Insights

Offering users a simple and quick method of being able to donate gifts helps to convert that feeling of wanting to give.

final designs

By compiling all of our research and user feedback, we were able to design one final iteration of each the giving landing page and the online payment form to present to our client. With these final designs, we utilized the Stanford University design system to align the branding and style of our design to the University and make things simple for their team to implement.

success metrics

We presented our final designs for the client and they loved them. They were super excited about the changes and eager to implement them on their website.

Regarding the giving form, we were able to cut down the time to complete the form by 50%. Testers cited a simpler, "less daunting" process, cleaner look, and the quick payment option as reasons of preference towards our designs over the current design.

Key success metrics

50% decrease in the time to complete the payment form.

looking back

make better use of wireframes

Looking back, I think that I could've made better use of low-fi wireframes to maximize feedback in the few client meetings that we had. With this being my first official client, I think I was a bit eager to create some cool mockups to show but moving forward I want to make sure that I always have mastered the element of "functionality" before investing time on polished visuals.

be able to adjust

Being able to adjust your plans is important. I think we did a pretty decent job of using our time to come up with the best design for our client, but it was a challenge coordinating times to speak with some of the users provided by the client. With the 3-week timeframe on the project, we sort of had to work around the schedules of these users, forcing us to adjust our plans at times.

next steps

If given the chance, I'd track the performance of the payment form to confirm if our solution remedied the abandonment rate issue. Regarding the landing page, I'd be really interested in tracking the conversion rates and mapping the many different navigation routes that users take to arrive at the payment form, to uncover more insights into what could further interest potential visitors of the page.