Information Architecture - ​Card Sorting
Create User


User Journey Map

Stage Sign-up and Activation Onboarding and Training System Familiarization Message Composition and Sending Message Performance Tracking Support and Assistance Continuous Usage and Iteration
User Action Doctor evaluates the features and benefits of the system Doctor decides to purchase the Bulk Messaging System Doctor completes the purchase process Doctor integrates the system into their practice Doctor uses the system for patient communication Seeks help and assistance when faced with issues Continues using the system and provides feedback
Touchpoints Website, Demo Request Form, Customer Reviews Sales Call, Pricing and Package Information Online Payment, Contract Signing Onboarding Process, Training Materials Messaging Dashboard, Message Templates Customer support, Help Center Feedback form, System updates
Emotion Pain Points Uncertainty, Need for Information Concern about ROI, Budget Considerations Excitement, Eagerness to Implement Frustration with Learning Curve, Time Constraints Satisfaction with Efficiency, Effective Communication Frustration: Facing technical issues or needing guidance Engagement: Finding value in the system and willing to provide feedback
Problem Resolution Provide detailed product information Offer flexible pricing plans and ROI calculations Provide seamless purchasing experience Offer comprehensive training and support Ensure system is intuitive and reliable Responsive customer support and detailed help documentation Regular system updates based on user feedback and incentives for providing feedback

User Flow Map

The User Flow for a Bulk Messaging System designed for Doctors in a B2B setting aims to streamline communication between healthcare providers and their patients. This system enables doctors to send personalized messages, appointment reminders, and health tips to their patients efficiently. The user flow is designed to guide doctors through the process of signing up, onboarding, composing and sending messages, tracking message performance, and accessing support. By following this user flow, doctors can effectively use the Bulk Messaging System to improve patient engagement and overall clinic efficiency.
Logging In
User arrives at the login page and enters their credentials (username and password).
System validates the credentials and grants access to the user if they are valid.
If the credentials are invalid, the system displays an error message and prompts the user to try again.
Dashboard Overview
After successful login, the user is directed to the dashboard, which provides an overview of the system.
The dashboard displays key information such as the number of patients, pending messages, and recent activities.
User can navigate to different sections of the system from the dashboard, such as composing messages, managing
Composing a Message
User selects the "Compose Message" option from the dashboard or navigation menu.
User is presented with the message composition interface, where they can customize the message content.
User can choose from predefined templates or create a new message from scratch.
User selects the message type (e.g., "out of office," "seasoned greetings," festival, offers, etc.).
User specifies the patient group to whom the message should be sent based on ailments, status, adherence, or custom groups.
User selects the preferred communication channel (SMS or push notification).
User has the option to send the message immediately or schedule it for later by choosing the date and time.
Managing Patient Groups
User navigates to the patient group management section.
User can view existing patient groups or create new groups based on specific criteria (ailments, status, adherence, etc.).
User can add or remove patients from the groups, ensuring accurate targeting for bulk messaging.
User has the ability to edit or delete existing patient groups as needed.
Viewing Message History
User selects the "Message History" option from the dashboard or navigation menu.
User is presented with a list of sent messages, displaying details such as message content, recipient group, date, and time sent.
User can filter the message history based on various criteria (date range, message type, patient group, etc.).
User has the option to view detailed analytics and reports related to message performance, such as delivery status and response rates.
Logging Out
User selects the "Logout" option from the navigation menu or dashboard.
User is logged out of the system and redirected to the login page.