Overview

ClixScale is a web application for marketing campaign managers and financial teams to control and monitor marketing campaigns and bank accounts. This is an interesting product that was born out of a need of the company for a unique customizable platform for monitoring marketing activity. The uniqueness of this system on the competitor's products in the market is in its simplicity.

The goal

Some context

  • A web application designed to simplify marketing campaign management with a user-friendly interface
  • It streamlines workflows and enhances collaboration, making campaign monitoring more efficient
  • It started as an inner product and expanded to be used with more than 30 partners

What do we want to achieve?

Real-time performance tracking
Support crucial decision-making
Easy campaign selection
Better organization saves time
Clear communication channels
Reduces friction among business partners
Transparent reporting mechanisms
Financial teams can monitor more closely

Research

Who are the users?

Advertising and Marketing Managers

Responsible for driving online sales through digital marketing campaigns, optimizing customer retention, analyzing data, and collaborating with cross-functional teams.

“I need seamless tools to track performance, personalize campaigns, and scale efficiently while optimizing ad spend”

Marketing affiliate manager

A strategic affiliate manager focused on partnerships, conversions, and commission optimization. Seeks reliable tracking, high-performing affiliates, and scalable growth.

“I need accurate tracking, strong relationships, and the right incentives to drive consistent, high-quality traffic”

Interview and surveys

Interviews

  • We interviewed several affiliate managers, to gather insights on their experiences, challenges, and needs when working with marketing campaign management tools. The goal was to identify key pain points, preferred features, and opportunities for improvement to enhance usability and efficiency.

Surveys

  • We composed a series of questions, sent it to partners and shared it within marketing and affiliate communities.
  • This survey is designed to gather insights about their experience with marketing campaign tools. We aimed to understand their needs, preferred tools, and challenges when working with partners.

Key Research Findings

“As a marketing manager, I want to:

  • Improve affiliate engagement
  • Ensure transparent reporting and analytics
  • Track and compare performance to monitor spending
  • Verify traffic quality

“As an affiliate manager, I want to:

  • Optimize campaigns with real-time data
  • Ensure fair and accurate payments
  • Enable direct contact with advertisers for faster issue resolution
  • Integrate multiple tracking tools into one dashboard

Insights

  1. Most tools in the market fit less to medium/small networks
  2. Simplify multi-channel campaign tracking
  3. Streamline affiliate onboarding
  4. Increase visibility into campaign metrics
  5. Improve communication workflows

Ideation & exploration

Design solution

  • UI including campaigns list and their data
  • Performance dashboard with real-time stats
  • Responsive design for all devices
  • Embedding them within the emerging financial platform we had worked on

Design process

  • Information Architecture
  • Designed an intuitive dashboard layout
  • Developed clear navigation for campaign selection and management
  • Wireframing & Prototyping
  • Created low-fidelity wireframes
  • Developed interactive prototypes for user testing
  • Iterative design based on user feedback
  • Design system and UI
  • Developed a design system from scratch and implemented it over the wireframes

Create campaign

Edit

Monitoring - main

Expanded sections

I researched the most suitable design pattern by conducting several user testing sessions to find out the clearest option to filter group elements. With high-level prototypes, I gained some interesting insights and the tabbed division option demonstrated the best usability.

Expanded sections

Tabs division

Final design

Main page

I have created high-fidelity mockups and ready-for-dev Figma files, considering all edge cases, empty states and placeholders.

Main page - Grouped by product

Empty state

Campaign actions

Each campaign card contains

  • Campaign screenshot
  • Name and id
  • Status indicator
  • Stats data
  • Hover on a card shows links to the stats and the edit pages

New campaign

Edit campaign

Campaign Stats

This stats page shows crucial data on each campaign:

  • Filter by date and view by time segment.
  • Revenue and Conversion rotate.
  • Funnel that breaks down the customer steps until billing the phase.
  • Conversion amount by original publication source.

Financial management

Accounts management page for monitoring and controlling financial accounts

What I learned

Working as the only designer in a small team taught me a lot about wearing many hats and trusting my instincts. I had to take full ownership of the design process, make quick decisions, and stay flexible as things shifted. It pushed me to communicate clearly with everyone—from developers to product managers—and find creative ways to keep the user at the center, even when juggling tight timelines or shifting priorities.