Settings / Routing Rules

Role

I was the sole designer working on the settings features. Together with a ux developer and a product manager, we broke up and prototyped the sections of this area out.

Setup

With the creation of the Premier Agent platform, our users needed a way to manage some of our new features. Previously, these features lived on their own pages, independently, but we found in user testing that many agents were going to settings to look for them. Based on these findings, we decided to create a comprehensive settings area. We also incorporated this into the mobile app via framing in a responsive layout.

I’ve chosen to use the example of the routing rules feature, because it was one of the most complex to design. This feature would appear for team leaders, and would allow them to assign leads to members of their team based on an attribute, or combined set of attributes.

Rules Summary

On the landing page for the routing rules feature, a user will see their current rules, with the ability to turn them on and off, and reorder them if they desire. They also have the ability to create a new rule, or edit/delete an existing one.

Simple Rule Creation

This rule is based on only one attribute (location) with a few locations added. It is also assigned to one specific team member, instead of a broadcast list or round robin.

Complex Rule Creation

This rule is based on two attributes (location and price). A third attribute (or even fourth) may be added, as the criteria by which we can sort leads becomes more detailed.

Responsive Mobile Version

Below you will see the responsive layout of the design in a mobile layout. We did not have the bandwidth to implement a native version of the design, so as a stopgap we decided to frame in the responsive design.

Other features in settings

There were a few other complex features in the settings area, including message forwarding (which allows a user to forward all incoming leads indefinitely or during a specific date range), message templates (allows a user to set up email message templates and set one or none of them as an auto-responder), team reminders (which allows a user to set up reminders for members of their team based on certain criteria, i.e. a new lead has not been responded to within 24 hours), and notification settings.

Email Forwarding

Message Templates

Message Templates landing

Message Templates landing

Create new message template

Create new message template

Mobile version of the Message Templates page

Mobile version of the Message Templates page

Mobile version of create new template

Mobile version of create new template