EasyTrack
Domestic travel insights
Shaype’s retail bank offering Hay, launched its beta version in early 2020, with a designated international spending tracker as one of its key features. However, due to Australias ban on international travel that came in place shortly after launch, that would stay in place for the foreseeable future at the time – the feature quickly had to be reimagined and pivot with market demands.
My role was within the core design/product team consisting of myself for design and assisting early research, and a UX designer focusing on the research initiating the project.
DEC 2020 – FEB 2021
IOS & ANDROID
ORIGINAL FEATURE
The then current travel feature had automatic location based spend tracking, where the user would receive insights throughout the trip showing what they spend and where.
RESEARCH AND APPROACH
Together with a UX researcher, we conducted interviews with a small group of users focusing on understanding their pain points and gains for trips and holidays within Australia.
Our key findings led us to the insight that any help and support provided by the app should not be too obtrusive and respect holiday mood.
INSIGHTS
– Users tend to not decide on budgets for domestic trips, but often spend more than they anticipate.
– Despite getting a feeling that they’ve overspent while on holiday, users are reluctant to check expenditure during travels.
– During the trip, they prefer to switch off and not be bothered by notifications related to responsibilities.
How might we...
design a domestic travel feature that provides insight into spending,
So that...
users feel reassured, relaxed and less likely to overspend.
DESIGN DIRECTION
Our updated domestic travel feature would appropriate the existing travel feature and give the user the controls to set start and end time to the trip, as well as setting a daily budget. The user would also have the choice to get notified if the budget limit is reached.
A big part of the feature update consisted of the flow where a user sets up a trip and customises it with name, dates, and daily budget limit.
WIREFRAMES OF
KEY SCREENS
DAILY BUDGET NOTIFICATION
The most important part of the update was deciding how to notify our users when their daily budget limit had been reached, as our main focus with the feature was to not be too obtrusive to holiday mood. We needed to figure out what type of notification would be most seamless yet stay effective.
UX WRITING
To set the right tone of the feature, I worked on crafting the language for the feature intro screens. These have the purpose to be both educational and inspiring usage, as well as an opportunity to express brand personality.
CONCLUSION AND LEARNINGS
We launched EasyTrack right in time for the interstate travel boom in Australia during the pandemic years, after a successful staged release with a group of our early adopters.
This allowed users to see exactly how much they spent and where, all while getting assistance in sticking to a daily budget while on holiday to make sure their money went as far as possible.
Due to the hurried timeline for this feature, it was released with a couple of UX issues, mostly relating to character limits. This could have been avoided with some trouble shooting before hand over to developing team.