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
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.
Encourage for Educators (E4E) brings insights, resources, and tools into one place, helping educators track progress, engage students, and analyze outcomes in real time.
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
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.
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.
The Challenge
Complex workflows, limited time
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.
Discovering the Problem
Listening first
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.
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.
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.
Designing the Experience
Clarity, context, and action
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.
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
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.

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
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.
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.
Designing for Real-World Workflows
This project was about making complex systems feel simple.
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.
In this case, it helped educators spend less time managing data and more time guiding students toward their future.