Wallet Pass: Cutting Onboarding Time By 22%

Wallet Pass: Cutting Onboarding Time By 22%

Role

Product Designer

Duration

2 Months (Mar - May 2024)

Platform

Mobile Web Browsers

Juicysuite’s Wallet Pass empowers small businesses with digital membership cards. Yet, its onboarding—a relic of old code—was a major growth blocker.

With over 160,000 users, confusing instructions and hidden features were drowning our support team and frustrating members. My mission: redesign the core "add to wallet" and member center experience to be self-serve, scalable, and delightful.

Tools

Figma
Figma

The Impact

The redesign didn't just look better:

  • 22% faster onboarding: New users complete signup + card add in just 1 minute 10 seconds on average.

  • 100% task success rate in usability testing (reward center & QR code discovery)

  • Significant reduction in onboarding support requests, saving hundreds of support hours.

  • 160,000+ members now enjoy a clearer, more engaging experience.

The Diagnosis: Three Critical UX Failures

User interviews and support tickets pinpointed the exact fractures:

  1. Lengthy Instructions: A wall of text instructions that users ignored.

  2. Hidden Entry Point: The reward page link was buried deep in the phone's Wallet app.

  3. Hidden QR Code Access: Accessing a simple QR code required a frustrating app-browser ping-pong.

My Role & Scope

I led the end-to-end redesign of the card-addition flow and reward center, owning:

  • Pain point analysis via support tickets and user discussions

  • Journey mapping and competitive research

  • Visual & interaction design (including motion cues)

  • Usability testing coordination

  • Cross-functional alignment with growth, PM, and developers on requirements and technical constraints

  • Detailed handoff documentation for CRM compatibility

Design Strategy – Solving Two Core Problems

I tackled the redesign in focused streams, always respecting technical limits (no add-to-wallet verification, CRM-wide customization ripple effects).

1. Seamless Card Addition – “How Might We Guide Users Intuitively?”

The old flow felt like a technical chore that no user want to spend time reading. So we shifted from dense instructions to emotionally inviting, step-by-step guidance:

  • Visual metaphor: Animated sequence mimicking sliding a physical card into a wallet.

  • One action at a time: “Add to Wallet” → auto-activate “Done” button after success that redirect to the reward page.

  • Frictionless flow: Implemented a 5-second fallback so users can access the reward page even with slow internet or if users skipped the step .

2. Discoverable Reward Center – “How Might We Encourage Exploration?”

Competitive analysis (Eber, Mobile Card) revealed gaps in feature visibility and missing loyalty staples (e.g. referrals, promo codes). To increase our product's competitiveness, I implemented:

  • Card-like layout: Prioritized key info at the top for instant scannability

  • Subtle motion cues: Gentle animations to highlight QR code access and new coupons

  • Future-proofing: Designed ready spots for upcoming features (referrals, promo codes)

Validation – Usability Testing

I conducted quick tests with 5 new users familiar with loyalty programs but not Wallet Pass, and the results were positive:

  • Average onboarding time: 1 min 10 sec (22% improvement)

  • 100% independently found member center entry

  • 100% independently located QR code

  • Universal preference for new design (“cleaner, clearer”)


Documenting CRM Customizations

This wasn't a greenfield project. Every pixel change rippled through a live B2B SaaS platform.

  • Technical Deep Dive: I mapped dependencies with developers to understand what data we could actually verify (like card add success) and what CRM customizations we couldn't break.

  • Strategic Documentation: I created detailed flow diagrams and a UAT checklist, explicitly calling out impacts on the client-facing admin panel to ensure seamless handoff and future maintenance.

Key Learnings: Navigating in Complex Product Ecosystems

Redesigning within technical constraints and legacy foundations taught me to:

  • Bridge design vision with engineering reality through early, frequent alignment

  • Use collaborative brainstorming to spark creative yet feasible ideas

  • Prioritize ruthlessly — solve one problem fully before moving to the next

  • Always design with scalability and cross-product impact in mind

Let's create something
beautiful together.

Made with a lot of Oolong Tea, snacks and the support from my golden dog.

@2025 Jeannie Tse · Powered by Framer