Tidio Email Marketing

Tidio Email Marketing

Tidio Email Marketing

Role

Senior Product Designer

Range

Web app functionality

Market

Customer Success B2B

EMAIL

EMAIL

MARKETING

MARKETING

EMAIL

EMAIL

MARKETING

MARKETING

The problem

You've got the leads thanks to Tidio, and now what? Exactly. Users repeatedly expressed frustration with the cumbersome process of exporting and syncing their leads with certain email marketing platforms. But why would you give money to other companies like MailChimp or Klaviyo, when you have one of the best chatbot (flow) editor out there? Yea, we've asked the same questions to ourselves.

You've got the leads thanks to Tidio, and now what? Exactly. Users repeatedly expressed frustration with the cumbersome process of exporting and syncing their leads with certain email marketing platforms. But why would you give money to other companies like MailChimp or Klaviyo, when you have one of the best chatbot (flow) editor out there? Yea, we've asked the same questions to ourselves.

Main challenges

New market. Despite strong signals from our users, it was a bet for acquiring new ones.

3rd party email creator integration. Due to resource constraints, we integrated a third-party email creation tool seamlessly into our platform.

Spam. The biggest problem turned out to be with spammers, leading to our domain being flagged as spam and impacting deliverability.

Just a first step. To initiate the project, email marketing was developed as an independent module while considering its future integration with chatbots.

Work with beta users. To make sure we were on the right track, we established and maintained close relationships with early adopters, gathering feedback and insights.

Custom, date-dependent list of templates. The 3rd party creator provided a lot of templates. To boost adoption, we created a script that shows at the top templates related to upcoming holidays and events, to boost adoption.

Templates for an easy path to aha moment

Aha moment = the first reaction to the sent campaign.

Aha moment = the first reaction to the sent campaign.

3rd party plugin seamlessly integrated into Tidio's interface

While not fully aligned with our design system, we prioritized a seamless user experience for initial concept testing.

While not fully aligned with our design system, we prioritized a seamless user experience for initial concept testing.

Simple analytics from day one

Small footprint, big impact — our MVP launched with recipient stats, delivering essential value without unnecessary features.

Small footprint, big impact — our MVP launched with recipient stats, delivering essential value without unnecessary features.

Automated campaigns as a proof of concept

Testing the synergy of chatbots and email marketing through an invisible user-facing test, providing valuable internal insights.

Testing the synergy of chatbots and email marketing through an invisible user-facing test, providing valuable internal insights.

Selected functionality

Main view

Streamlined campaign creation — Guide users to success with minimal steps via pre-built templates.

Analytics

Simple, yet powerful. This section also has started the process of redesign of all tables within the panel.

3 steps form

Cut the clutter — eliminate unnecessary elements and ensure clear, predictable experiences.

Template preview

See it before you send it — preview templates to avoid disappointment and find the right match for your message.

Own domain setup

Additionally, a new section in settings was added, to keep things organized.