Preference Center Wireframes
In 2019, I worked with Shaw/Scott to prototype an email preference center for Oportun, a FinTech client.
Our Goals
To empower users to tailor their settings, controlling the type of content received
To empower users to choose how they were contacted by Oportun (email verses SMS)
To provide users with a secure and trustworthy experience
Due to business constraints, we were only able to scope out two user flows to show a rough idea of the user experience. The wireframes below show what an experience might look like for a user with an account and one without an account.
User Scenario 1
In this scenario, the user has not yet created an account and enters the preference center via email. They click “unsubscribe” and then opt to manage their preferences rather than unsubscribing.
We scoped out two different approaches to grouping information: groupings by notification type (promotions vs. servicing alerts) and groupings by product type (personal loan vs. auto loan).
User Scenario 2
In this scenario, the user already has an account. They enter the preference center via the account portal on the main Oportun site or via email. In this case, I opted for a left-panel step indicator to allow users to see all categories of updates available to them.
