User Testing

E-commerce

Marketing

Led Design

December 1, 2024

Zoom & Perplexity partnership offer

To accelerate free-to-paid user conversion

Your Products

Your Products

Checkout

Zoom Workplace Pro

Plan details

Select the number of users

The maximum amount is 9 users.

Explore other plans

1

Select a subscription cycle

Monthly

$14.99

/month/user

Annual

Save 16%

$149.90

/year/user

Perplexity Pro

1 user • 12 months

FREE

Revolutionize the way you search. Get access to Perplexity, an AI powered search engine that provides accurate, real-time answers to your questions. Offer details

Enhance Your Zoom Experience

Zoom Scheduler

NEW

From $5.99/month

Add

Effortlessly share and book meeting slots with Google Calendar and Microsoft 365

Translated Captions

From $5/month

Add

Enable the ability to translate captions into another language supported in Zoom Meetings and Webinars.

Cloud Storage

From $10/month

Add

Add more capacities to your {5} GB cloud storage.

Support

English

Order Summary

USD

2 items

Zoom Workplace Pro

$149.90

1 user

Annual Subscription

Edit

12 months free of Perplexity Pro.

Add Coupon Code

Subtotal

$149.90

Total

$149.90

Total Billed Annually

$149.90

Next charge date September 17, 2023

Your purchase may be subject to local taxes based on the billing information you provide. The final charge may be different than the amount shown here and will be displayed on your invoice.

Today’s Total

$149.90

Continue

Your Products

Your Products

Checkout

Zoom Workplace Pro

Plan details

Select the number of users

The maximum amount is 9 users.

Explore other plans

1

Select a subscription cycle

Monthly

$14.99

/month/user

Annual

Save 16%

$149.90

/year/user

Perplexity Pro

1 user • 12 months

FREE

Revolutionize the way you search. Get access to Perplexity, an AI powered search engine that provides accurate, real-time answers to your questions. Offer details

Enhance Your Zoom Experience

Zoom Scheduler

NEW

From $5.99/month

Add

Effortlessly share and book meeting slots with Google Calendar and Microsoft 365

Translated Captions

From $5/month

Add

Enable the ability to translate captions into another language supported in Zoom Meetings and Webinars.

Cloud Storage

From $10/month

Add

Add more capacities to your {5} GB cloud storage.

Support

English

Order Summary

USD

2 items

Zoom Workplace Pro

$149.90

1 user

Annual Subscription

Edit

12 months free of Perplexity Pro.

Add Coupon Code

Subtotal

$149.90

Total

$149.90

Total Billed Annually

$149.90

Next charge date September 17, 2023

Your purchase may be subject to local taxes based on the billing information you provide. The final charge may be different than the amount shown here and will be displayed on your invoice.

Today’s Total

$149.90

Continue

Your Products

Your Products

Checkout

Zoom Workplace Pro

Plan details

Select the number of users

The maximum amount is 9 users.

Explore other plans

1

Select a subscription cycle

Monthly

$14.99

/month/user

Annual

Save 16%

$149.90

/year/user

Perplexity Pro

1 user • 12 months

FREE

Revolutionize the way you search. Get access to Perplexity, an AI powered search engine that provides accurate, real-time answers to your questions. Offer details

Enhance Your Zoom Experience

Zoom Scheduler

NEW

From $5.99/month

Add

Effortlessly share and book meeting slots with Google Calendar and Microsoft 365

Translated Captions

From $5/month

Add

Enable the ability to translate captions into another language supported in Zoom Meetings and Webinars.

Cloud Storage

From $10/month

Add

Add more capacities to your {5} GB cloud storage.

Support

English

Order Summary

USD

2 items

Zoom Workplace Pro

$149.90

1 user

Annual Subscription

Edit

12 months free of Perplexity Pro.

Add Coupon Code

Subtotal

$149.90

Total

$149.90

Total Billed Annually

$149.90

Next charge date September 17, 2023

Your purchase may be subject to local taxes based on the billing information you provide. The final charge may be different than the amount shown here and will be displayed on your invoice.

Today’s Total

$149.90

Continue

Your Products

Your Products

Checkout

Zoom Workplace Pro

Plan details

Select the number of users

The maximum amount is 9 users.

Explore other plans

1

Select a subscription cycle

Monthly

$14.99

/month/user

Annual

Save 16%

$149.90

/year/user

Perplexity Pro

1 user • 12 months

FREE

Revolutionize the way you search. Get access to Perplexity, an AI powered search engine that provides accurate, real-time answers to your questions. Offer details

Enhance Your Zoom Experience

Zoom Scheduler

NEW

From $5.99/month

Add

Effortlessly share and book meeting slots with Google Calendar and Microsoft 365

Translated Captions

From $5/month

Add

Enable the ability to translate captions into another language supported in Zoom Meetings and Webinars.

Cloud Storage

From $10/month

Add

Add more capacities to your {5} GB cloud storage.

Support

English

Order Summary

USD

2 items

Zoom Workplace Pro

$149.90

1 user

Annual Subscription

Edit

12 months free of Perplexity Pro.

Add Coupon Code

Subtotal

$149.90

Total

$149.90

Total Billed Annually

$149.90

Next charge date September 17, 2023

Your purchase may be subject to local taxes based on the billing information you provide. The final charge may be different than the amount shown here and will be displayed on your invoice.

Today’s Total

$149.90

Continue

Your Products

Your Products

Checkout

Zoom Workplace Pro

Plan details

Select the number of users

The maximum amount is 9 users.

Explore other plans

1

Select a subscription cycle

Monthly

$14.99

/month/user

Annual

Save 16%

$149.90

/year/user

Perplexity Pro

1 user • 12 months

FREE

Revolutionize the way you search. Get access to Perplexity, an AI powered search engine that provides accurate, real-time answers to your questions. Offer details

Enhance Your Zoom Experience

Zoom Scheduler

NEW

From $5.99/month

Add

Effortlessly share and book meeting slots with Google Calendar and Microsoft 365

Translated Captions

From $5/month

Add

Enable the ability to translate captions into another language supported in Zoom Meetings and Webinars.

Cloud Storage

From $10/month

Add

Add more capacities to your {5} GB cloud storage.

Support

English

Order Summary

USD

2 items

Zoom Workplace Pro

$149.90

1 user

Annual Subscription

Edit

12 months free of Perplexity Pro.

Add Coupon Code

Subtotal

$149.90

Total

$149.90

Total Billed Annually

$149.90

Next charge date September 17, 2023

Your purchase may be subject to local taxes based on the billing information you provide. The final charge may be different than the amount shown here and will be displayed on your invoice.

Today’s Total

$149.90

Continue

Your Products

Your Products

Checkout

Zoom Workplace Pro

Plan details

Select the number of users

The maximum amount is 9 users.

Explore other plans

1

Select a subscription cycle

Monthly

$14.99

/month/user

Annual

Save 16%

$149.90

/year/user

Perplexity Pro

1 user • 12 months

FREE

Revolutionize the way you search. Get access to Perplexity, an AI powered search engine that provides accurate, real-time answers to your questions. Offer details

Enhance Your Zoom Experience

Zoom Scheduler

NEW

From $5.99/month

Add

Effortlessly share and book meeting slots with Google Calendar and Microsoft 365

Translated Captions

From $5/month

Add

Enable the ability to translate captions into another language supported in Zoom Meetings and Webinars.

Cloud Storage

From $10/month

Add

Add more capacities to your {5} GB cloud storage.

Support

English

Order Summary

USD

2 items

Zoom Workplace Pro

$149.90

1 user

Annual Subscription

Edit

12 months free of Perplexity Pro.

Add Coupon Code

Subtotal

$149.90

Total

$149.90

Total Billed Annually

$149.90

Next charge date September 17, 2023

Your purchase may be subject to local taxes based on the billing information you provide. The final charge may be different than the amount shown here and will be displayed on your invoice.

Today’s Total

$149.90

Continue

Project overview

Context


Zoom introduces strategic partnership with Perplexity to drive user conversion.

Zoom was offering an exclusive partnership offer for its free users, providing complimentary access to Perplexity Pro when upgrading to Zoom Workplace Pro/Business Plan.

Strategic Rationale
- For Zoom Workplace Pro Plan:Enhance Zoom's market competitiveness through value-added AI products; Accelerate free-to-paid user conversion
- For Perplexity Pro: Win-Win: Expand Perplexity's enterprise user base via Zoom's active users

Role:
Product Designer for checkout: coupon & discount offer

The team:
Perplexity team
Product Manager
Tech lead
Marketing

Timeframe:
Feb 2024- April 2025

Success metric:
CR; CAC; CVR

Project overview

As Zoom’s user growth and revenue expansion began to plateau, the team shifted focus from traditional advertising and sales-driven tactics toward more sustainable, organic growth. I proposed a new direction: transforming the Download Center into a customer acquisition gateway with strong search engine visibility.

I led both the strategic planning and design execution of this project, with a focus on SEO optimization, restructuring the page’s information architecture, adapting for international users, and creating multi-channel entry points.

Role:
Product Designer

The team:
Head of online
Product Manager
Tech lead
Business Analyst
Marketing

Timeframe:
Dec 2024- Jan 2025

Success metric:
CTR; UV; CVR

Starting point: Auditing the search experience

53.7% of users completed their payment information and billing address.

53.7% of users completed their payment information and billing address.

53.7% of users completed their payment information and billing address.

Conversion Funnel

Conversion Funnel

Conversion Funnel

Audit Checkout experience

Audit Checkout experience

Audit Checkout experience

Zoom & Perplexity Partner Promo

Zoom & Perplexity Partner Promo

Zoom & Perplexity Partner Promo

E-commerce

E-commerce

E-commerce

Marketing

Marketing

Marketing

Plan selection

Plan selection

Plan selection

Billing address

Billing address

Billing address

Order confirmation

Order confirmation

Order confirmation

69.4% of users selected a plan on the plan selection page.

69.4% of users selected a plan on the plan selection page.

69.4% of users selected a plan on the plan selection page.

Email open rate: 62.0%

Email open rate: 62.0%

Email open rate: 62.0%

Only

Only

Only

23.1%

23.1%

23.1%

of users clicked to pay and completed their orders.

of users clicked to pay and completed their orders.

of users clicked to pay and completed their orders.

What/ Why/ How

What’s partnership offer?

  • Zoom launches joint promotional campaign with SaaS software.

Why do it this way?

Why do it this way?

  • SaaS software mutually benefits users by driving traffic and expanding the potential user base. This increases annual payment conversion rates and boosts order revenue.

How?

How?

  • Purchase a specific Zoom annual plan and receive free discounts from partner brands.

Competitive Research

Co-Branding

Co-Branding

Industry Practices

Industry Practices

  • Visual Framework: Background processing solutions adopting the visual paradigm of partner brands, such as integrating partner brand logos into the navigation bar.

  • Brand Expression: Customized color schemes that blend brand DNA, and integrated solutions for product visual presentation.

  • Experience Consistency: Seamless transitions between brand elements, and contextualized layout of joint marketing messages.

Portable Solutions

Portable Solutions

  • Retail receipts employ a strikethrough pricing strategy to build perceived value and boost confidence in purchasing decisions.

  • The SaaS platform clearly displays the logic behind savings calculations, showing the specific amount saved in real-time, driving increased order rates through visualization.

  • Product hierarchy design: free gifts and paid items maintain equal visual weight to avoid diminishing perceived value; promotional accessibility is enhanced; coupon codes achieve prominent visibility and are integrated with one-click application functionality.

Marketing customer acquisition emails

  • The results were telling: 92.3% of participants (4 out of 5) failed to complete the task within 5 minutes, or expressed uncertainty such as “not sure if I found the right version.”

  • Most users exhibited frequent scrolling and backtracking behaviors—clear signs of confusion and lack of confidence.

Before

Before

Before

Optimizing marketing email

Optimizing marketing email

Optimizing marketing email

Hoping to attract more customers

Hoping to attract more customers

Hoping to attract more customers

User testing received feedback from participants that the email wording contained ambiguity and potential for misunderstanding.

User testing received feedback from participants that the email wording contained ambiguity and potential for misunderstanding.

User testing received feedback from participants that the email wording contained ambiguity and potential for misunderstanding.

After

After

After

Design Exploration

User testing - Verify design

Testing result (Control group)

Keyword analysis

Behavioral paths & Thermodynamic chart

User ratings (experimental group)

Final design

Checkout

Order Confirmation & Redeem Email

Order Confirmation & Redeem Email

23.7%

23.7%

23.7%

Conversion rate increases

Conversion rate increases

Conversion rate increases

15.2%

15.2%

15.2%

Reduced cart bounce rate

Reduced cart bounce rate

Reduced cart bounce rate

Let’s build something meaningful together.


As a passionate and creative designer, I strive to bridge the gap between human happiness and business growth. Whether it’s driving conversions or sparking joy, I design with purpose and heart 🤍.

Let’s build something meaningful together.


As a passionate and creative designer, I strive to bridge the gap between human happiness and business growth. Whether it’s driving conversions or sparking joy, I design with purpose and heart 🤍.