Contextual messaging

Request full case study

By 2021, Events Manager in Facebook's ad platform had become a hybrid workspace, expanding from Marketers to Engineers.

Setup Quality was a new space created for engineers to work on their server setups for ads. This space needed to provide the right tips and guidelines for setting up the best events.

Normally, we'd use a guidance card pattern for this. But with the new tools, 87 guidance cards were being used in the space, leading to less usage and blindness. The guidance card pattern had a 13% clickthrough rate.

We heard from customers that they wanted more performance based recommendations. To combat the recommendation fatigue and provide useful recommendations I advocated for a new model for our messaging.

We would segment the guidance cards and create rules and patterns for each.

  • What's New: Communicating new features they could take advantage of, promotional messaging
  • Best Practices: Attached to each aspect of setup quality to ensure they were meeting those
  • Guidance Cards: specific recommendations for improvement

Cutting the what's new and best practices out of guidance cards led to a 63% reduction in the usage of them, making the ones we left much more valuable and acted on.

I identified this issue and advocated for the prioritization of this with leadership. During the project, I led the strategy for differentiating the messages and worked with a junior designer on the pattern designs. We got those patterns approved by the design systems team.

I left Facebook before the completion of this project, but subsequent conversations showed that this was a successful approach that helped customers set up higher quality events.