InCarts: An Omnichannel Shoppable Platform with Smarter Navigation and Seamless Onboarding

Incarts is a platform that helps businesses create and manage shoppable links, products, campaigns, and analytics for their digital presence. The platform empowers marketing teams, agencies, and brands to centralize their workflows — from uploading products to tracking cart performance — in one place.

Summary

This case study focuses on improving navigation, onboarding, and user clarity within the product’s early-stage design.

Goal

To refine the in-progress Figma designs by: Improving navigation naming conventions and ordering. 

Establishing a first-time user onboarding flow that guides setup.Enhancing the dashboard and analytics distinction for clarity.

Ensuring the design incorporates branding consistency (colors, images, typography).

Outcome

Created a clear onboarding checklist for first-time users.Defined navigation updates with intuitive names and ordering.

Established dashboard clarity: “What you want to do” vs. “What you need to know.”Integrated branding (blue #4774C4 + white) and real images.

Proposed analytics filters and KPIs more relevant to users.Delivered a Figma prototype ready for testing with real data.

My Role
Product designer
Team
Cross-functional collaboration with:

Monica (Brand + UX feedback)

Tim (Workflow & technical insight)

Danielle (Future usability testing with real products)
Duration
<2 months

My responsibilities

User Research
User Flows
Wireframing
Copywriting
High Fidelity Prototype
Visual Design
Interaction

Defining the problem

The initial draft designs provided a good foundation (clean style, navigation framework) but lacked:

  • Clear onboarding for new users.
  • Consistent naming conventions for menu items.
  • Differentiation between dashboard vs. analytics.
  • Contextual guidance for users who may not be technical (CSV uploads, campaign grouping).
  • Visibility into future roadmap features (e.g., Social AI Hub, campaigns).

Key Findings

  • Look & Feel: Initial color scheme and borders were well-received, but brand integration (blue #4774C4) and branded imagery were required.
  • Navigation: Needed clearer naming conventions (“Items” → “Products”, “Links” → “Manage Active Links”) and re-ordered flow to match user behavior.
  • Onboarding: First-time users risked confusion. A guided onboarding flow/checklist with progress tracking was recommended.
  • Dashboard vs. Analytics: Dashboard should focus on actions + insights; Analytics for deep dives and filtering.
  • Missing Features: Campaign management, plan/billing visibility, and alerting (out-of-stock, broken links, etc.) needed incorporation.
  • Data Visualization: Competitors used poor chart types (pie/donut). Recommended interactive dashboards with filters and longitudinal data tracking.
  • Insights gathered

    Onboarding is critical: Users need a guided setup (like LinkedIn’s “Profile completion %”).

    Navigation names matter: “Items” felt vague → “Products” is more intuitive.

    Dashboard vs. Analytics: Dashboard = action-oriented (“What to do next”), Analytics = deep-dive data.

    Campaign visibility missing: Agencies want to filter/manage links per campaign.

    CSV uploads confusing: Non-technical users may not understand “CSV” → should say “Upload Products.”

    Alerts need visibility: Users frustrated when links break or go out of stock without being notified.

    Solution strategy

    The design evolved across three key pillars. Navigation and menu structure were refined by renaming “Items” to “Products,” “Links” to “Manage Active Links,” and “Social Media” to “Social AI Hub” (hidden until live), with the proposed menu order aligned to the user flow: Dashboard → Products → Lists → Links → Pages → Analytics. The first-time user onboarding flow now follows a step-by-step checklist: create a user account, create a project, upload products, create lists, create links, set up shoppable pages, launch Social AI campaigns, view analytics, invite collaborators, and refer a friend. Finally, dashboard refinement includes a “Want to Do” section featuring the onboarding checklist, broken links, options to add or manage items, and tutorials.

    Solutions Designed
  • Refined Navigation with clear naming and flow.
  • User Onboarding Wizard modeled after LinkedIn/Facebook setup checklists.
  • Dashboard Enhancements: At-a-glance “to-do” actions, performance metrics, and alerts.
  • Analytics Deep Dive with filters (time frame, retailer, device, campaign, etc.).
  • Plan Usage Tracking tied to tiered pricing.
  • Campaign Tagging System to organize links and pages.
  • Alert Mechanism for broken links, out-of-stock issues, and errors.
  • Impact

  • The collaborative design process aligned the product closer to brand needs and user expectations. By introducing onboarding, clearer navigation, and actionable dashboards, the platform was positioned to reduce friction for new users while providing powerful tools for agencies and enterprises