Control Panel is a Comprehensive Platform for Merchants to
Manage Payments, Reports, Settings, and More.
An all-in-one platform to manage receipts, including sales, refunds, approvals, and subscriptions. Features automation for dispatch and a customizable builder to tailor receipts with personalized logos, colors, and text.
Merchants currently lack an automated solution to send branded email communications, such as payment receipts, refund confirmations, subscription updates, and approvals.
Instead, they rely on a manual process that is not only time-consuming but also leads to unnecessary time waste. This approach is inefficient, prone to errors, and fails to incorporate branding, diminishing the professional image and trustworthiness of their business.
We hypothesize that automating email notifications will save merchants time, reduce manual errors, and enhance efficiency. Customizing emails with the merchant’s branding will increase customer trust and satisfaction. By providing an all-in-one platform to manage communications, merchants will streamline their processes and improve productivity. Personalized email content will foster better customer engagement and retention.
MAIN KPI
The target users for your platform are merchants across diverse industries who handle finance and payment solutions for their customers.
These include:
In this project, we conducted a design sprint that included brainstorming, generating ideas, and sketching the main screens to bring the most valuable features to our customers.
Using “How Might We” (HMW) cards in our design sprints transformed user challenges into opportunities for innovation. By framing problems as open-ended questions, we fostered creativity and collaboration among our cross-functional team. HMW cards helped us maintain a user-centric focus, guided ideation, and streamlined prototyping, ensuring our solutions effectively addressed user needs. This approach led to the development of a comprehensive payment platform that automates and customizes digital receipts, enhancing brand consistency and customer experience.
Mapping the user journey for email notifications is essential to understand merchant needs, prioritize key features, and ensure a seamless, user-focused experience. It helps align stakeholders, integrate feedback, and identify opportunities for improvement, ultimately driving adoption and satisfaction with automated email solutions.
The proposed solution is an email builder with an automation feature, providing merchants with a centralized platform to create, test, and schedule branded emails, such as payment receipts, refunds, and subscription updates. A dynamic table interface will allow merchants to manage email templates, set triggers, and automate dispatch seamlessly, enhancing efficiency and professionalism.
In the first development phase, we focused on validating our email notification hypothesis by implementing a simple, automated email builder with basic customization features. The solution was tested with a small group of merchants to ensure ease of use and functionality. The results confirmed that automating email processes significantly improved efficiency and reduced manual errors, validating our approach and enhancing user confidence in the platform.
Results
Throughout all development phases, I utilized a variety of research methods to ensure the best solution. For this feature, I conducted user interviews, analyzed session recordings to identify common patterns, and gathered data from surveys, usability tests, competitive analysis, and market research.
In this section, we’ll walk through the core features and capabilities of the role-based permission management system, highlighting how it addresses user needs and simplifies the process.
This platform offers a comprehensive solution for managing digital receipts, enabling merchants to automate receipt creation and dispatch for various transaction types, including sales, refunds, and subscriptions.
The Email Notifications feature allows users to set up automated email notifications for different transaction events, ensuring that customers receive timely and customized receipts. With a focus on enhancing customer experience and brand consistency, the platform includes a robust theme builder for tailoring receipts with personalized logos, colors, and text.
The intuitive interface simplifies the process, making it easy for merchants to manage and customize their receipts all in one plac
The wizard contain 3 steps:
Step 1: Template Settings – general setting of delivery, email titles, language site and name.
Step 2: Merchant Details – general setting where you can upload your logo, adjust the colors to the brand style guide and add links to compliance and terms of use.
Step 3: Product Details – here there is option to add extra information like delivery details and so on.
All the templates that were created and customized are orgenized in a data table with action such: create, delete, edit, duplicate with functionality of filtering and search for specific template.
Hi, I’m Meital Manor, a UX/UI designer with 3+ years of experience in designing complex systems and web/mobile apps. I’m passionate about simplifying problems and creating intuitive, seamless designs that users love.
A curated collection of case studies from projects I’ve worked on the last 3 years.
Each study showcases my approach, process, design thinking and the innovative solutions I’ve delivered.
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