Streamlining Student Engagement for Busy Educators

Project type
Product Feature
Team
Lead Content Designer · Project Director · Project Manager · UX/UI Designers · UX Researcher
Timeline
3 months, delivery 9/25
Tools
Figma · Pendo · Miro · Google Docs · Monday.com · Slack · Crafter CMS · Confluence · Jira
Role
Lead Content Designer
Content Deliverables
In-app guides · Microcopy · In-app messaging (Pendo pop-ups) · Embedded copy · Email campaigns
Setting the Stage
Supporting educators at scale
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Educators spend hours juggling spreadsheets and disconnected tools, often with little visibility into student progress. Supporting hundreds or even thousands of students means working quickly, often with limited context.
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Encourage for Educators (E4E) brings insights, resources, and tools into one place, helping educators track progress, engage students, and analyze outcomes in real time.
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Instead of one-off advising sessions, educators can build a structured, ongoing system to support students over time.
E4E provides:
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Lesson plans and digital modules
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Data capture and analytics
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Reporting dashboards
The goal is simple: reduce administrative friction so educators can focus on guiding students.
About the Feature
Student Upload and Management
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The Student Upload feature allows educators to import up to 1,000 students at once and invite them to the Encourage app.
This creates a single workflow for onboarding, engagement, and student management.
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Key capabilities include:
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Bulk upload with automated email invitations
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Clear filters and bulk actions
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Guided empty states with next steps
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Immediate error feedback
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Interactive onboarding guidance
I led content design for this experience, partnering closely with product, design, and research to make complex workflows feel clear and actionable.
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The Challenge
Complex workflows, limited time
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Educators often have only minutes to meet with each student, yet they need enough context to provide meaningful guidance. Many lack a clear view of all students, structured workflows to manage engagement, and data to personalize conversations or demonstrate impact. Without the right tools, students miss out on time-sensitive, focused support, and educators struggle to scale their efforts. We needed to create a system that made student data easy to understand, act on, and use in real conversations.
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Discovering the Problem
Listening first
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Through interviews, surveys, and conference conversations, a consistent theme emerged: educators don’t have time to learn complicated systems. They need tools that help them take action quickly.
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We also saw a larger gap. Students have goals but need step-by-step support to follow through. Educators want to help, but lack time, visibility, and scalable systems.
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As Lead Content Designer, I partnered with research, marketing, and product teams to:
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Write surveys, outreach emails, and interview scripts
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Create webinar content and in-product feedback prompts
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Participate in interviews and analyze feedback
These insights shaped a content strategy focused on clarity, structure, and actionable guidance.
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Designing the Experience
Clarity, context, and action
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I focused on turning complex workflows into simple, intuitive steps. Every piece of content was designed to answer three questions:
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What is happening?
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Why does it matter?
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What should I do next?
Below are key areas where content design improved the experience.
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Make Student Data Actionable
Problem: Educators couldn’t quickly scan or act on student information
Solution:
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Simplified columns to highlight key data like name, graduation year, and status
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Added sorting for quick organization
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Streamlined actions into a single menu
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Introduced tooltips for context
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Bulk functionality - Added an Upload Students button
Result: Educators can quickly understand and act on student data with confidence

Original

Final

Tooltip (i) button

Single menu of actions
Simplify Bulk Uploads
Problem: Uploading students felt complicated and time-consuming
Solution:
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Rewrote instructions into numbered, scannable steps
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Made CTAs shorter and clearer
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Shifted to action-oriented language
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Moved secondary details into supporting bullets
Result: Educators complete uploads faster and with fewer errors

Original

Final
Clarify Error Messaging
Problem: Upload errors were vague and frustrating
Solution:
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Clearly stated what went wrong
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Explained where to find errors
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Guided users on how to fix and retry
Result: Educators recover quickly without losing trust in the system

Original w/final copy at bottom
Guide the First Step
Problem: The empty state felt overwhelming and unclear
Solution:
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Highlighted the primary action (bulk upload)
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Added structured steps and visual cues
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Simplified CTAs
Result: Educators immediately understand how to get started


Original
Final
Provide Clear System Feedback
Problem: Success messages (snackbars) were inconsistent and confusing
Solution:
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Standardized messaging for different outcomes
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Simplified language for clarity
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Took out unnecessay period
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Final Copy:
Successfully imported 100 students (no period)
Successfully imported and sent email invites to 100 students (no period)
Result: Educators instantly understand what actions were completed.
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Original
Introduce the Feature Clearly
Problem: Educators needed a simple introduction to a new workflow
Solution:
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Wrote a clear, benefit-driven announcement
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Focused on speed and ease of use
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Included a direct call to action
Result: Educators quickly understood the value and took action.

In-app Announcement
Guide What Comes Next
Problem: Educators needed help after uploading students
Solution:
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Created a 3-frame guided onboarding flow with steps and tips
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Aligned in-product guidance with email communication
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Edited video content for clarity and consistency
Result: Educators confidently complete the next steps




Corresponding email
Onboarding flow
Testing & Iteration
We tested content in real scenarios, observing behavior rather than relying on assumptions.
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Ran live sessions to identify friction points
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Gathered feedback through email and in-app surveys
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Continuously refined language and structure
Every update made the experience clearer, faster, and easier to use.

In-app Feedback Form
Results: Simplifying Student Management
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Even in early rollout, the feature is showing strong impact:
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Faster onboarding through bulk upload
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Clearer visibility into student progress
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More efficient student management
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Increased educator confidence
Early signals show educators are spending less time on administrative tasks and more time supporting students.
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Measuring Impact
We are tracking:
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Number of students connected to educators
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Adoption of the upload feature
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Percentage of students reaching “Ready” status
Early impact: Educators are onboarding students more efficiently and engaging them more consistently.
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Designing for Real-World Workflows
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This project was about making complex systems feel simple.
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By focusing on clarity, structure, and guidance, I helped turn scattered data into a workflow educators can trust and use every day.
This work reinforced that content design is not just about words. It shapes how people understand systems, take action, and support others.
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In this case, it helped educators spend less time managing data and more time guiding students toward their future.