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Streamlining Student Engagement for Busy Educators

My Students page

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:

  • Lesson plans and digital modules

  • Data capture and analytics

  • 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:

  • Bulk upload with automated email invitations

  • Clear filters and bulk actions

  • Guided empty states with next steps

  • Immediate error feedback

  • 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:

  • Write surveys, outreach emails, and interview scripts

  • Create webinar content and in-product feedback prompts

  • 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:

  • What is happening?

  • Why does it matter?

  • 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:

  • Simplified columns to highlight key data like name, graduation year, and status

  • Added sorting for quick organization

  • Streamlined actions into a single menu

  • Introduced tooltips for context

  • Bulk functionality - Added an Upload Students button

 

Result: Educators can quickly understand and act on student data with confidence

Screenshot 2026-03-26 at 9.11.22 PM.png

Original

Screenshot 2026-03-26 at 9.11.33 PM.png

Final

Screenshot 2026-03-26 at 9.18.26 PM.png

Tooltip (i) button

Screenshot 2026-03-26 at 9.22.20 PM.png

Single menu of actions

Simplify Bulk Uploads

 

Problem: Uploading students felt complicated and time-consuming

 

Solution:

  • Rewrote instructions into numbered, scannable steps

  • Made CTAs shorter and clearer

  • Shifted to action-oriented language

  • Moved secondary details into supporting bullets

 

Result: Educators complete uploads faster and with fewer errors

Screenshot 2026-03-26 at 9.22.32 PM.png

Original

Screenshot 2026-03-26 at 9.22.40 PM.png

Final

Clarify Error Messaging

 

Problem: Upload errors were vague and frustrating

 

Solution:

  • Clearly stated what went wrong

  • Explained where to find errors

  • Guided users on how to fix and retry

 

Result: Educators recover quickly without losing trust in the system

Screenshot 2026-03-26 at 9.33.25 PM.png

Original w/final copy at bottom

Guide the First Step

 

Problem: The empty state felt overwhelming and unclear

 

Solution:

  • Highlighted the primary action (bulk upload)

  • Added structured steps and visual cues

  • Simplified CTAs

 

Result: Educators immediately understand how to get started

Screenshot 2026-03-26 at 9.31.56 PM.png
Screenshot 2026-03-26 at 9.32.04 PM.png

Original

Final

Provide Clear System Feedback

 

Problem: Success messages (snackbars) were inconsistent and confusing

 

Solution:

  • Standardized messaging for different outcomes

  • Simplified language for clarity

  • 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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Screenshot 2026-03-26 at 9.44.07 PM.png

Original

Introduce the Feature Clearly

 

Problem: Educators needed a simple introduction to a new workflow

 

Solution:

  • Wrote a clear, benefit-driven announcement

  • Focused on speed and ease of use

  • Included a direct call to action

 

Result: Educators quickly understood the value and took action.

Screenshot 2026-03-26 at 9.49.56 PM.png

In-app Announcement

Guide What Comes Next

 

Problem: Educators needed help after uploading students

 

Solution:

  • Created a 3-frame guided onboarding flow with steps and tips

  • Aligned in-product guidance with email communication

  • Edited video content for clarity and consistency

 

Result: Educators confidently complete the next steps

Screenshot 2026-03-26 at 10.11.44 PM.png
Screenshot 2026-03-26 at 10.13.10 PM.png
Screenshot 2026-03-26 at 10.11.53 PM.png
Screenshot 2026-03-26 at 10.12.30 PM.png

Corresponding email

Onboarding flow

Testing & Iteration

 

We tested content in real scenarios, observing behavior rather than relying on assumptions.

  • Ran live sessions to identify friction points

  • Gathered feedback through email and in-app surveys

  • Continuously refined language and structure

 

Every update made the experience clearer, faster, and easier to use.

Pendo pop up

In-app Feedback Form

Results: Simplifying Student Management

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Even in early rollout, the feature is showing strong impact:

  • Faster onboarding through bulk upload

  • Clearer visibility into student progress

  • More efficient student management

  • 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:

  • Number of students connected to educators

  • Adoption of the upload feature

  • 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.

 

© 2026 by Angela Combs

 

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