HOMESNAP SHOWING MESSAGES

LEAD DESIGNER

Conversational UX Design | Complex User Flow Logic

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About the Project

Conversational UX Design | User Research

iOS | Web | Android

Duration: 3 months

In Nov 2021, Homesnap launched the Homesnap Showings feature across the platforms, a real estate showings management tool to compete with Showingtime in the real estate market. It is described as “a direct replacement product” for ShowingTime and lets agents collaborate with sellers to schedule viewing times for their homes. Buying agents can also get instant booking and a multi-stop itinerary function.

To increase user engagement with Homesnap’s app and web services for Homesnap Showings, we leveraged our existing message feature as a place for users to take action or receive related notifications. It is also a tool to enable fast and easy agent-to-agent communication while shielding sellers from direct contact with Buyer Agents.

In this project, I worked closely with my product manager Lynn Matthysse to explore the complex logic for all different scenarios, including showing requests confirmed by all, confirmed by any, cancellations, first contact, and go and show, etc.

As a result, this product created 28% increase in the message feature session time.

UX Research

Define the User Types

The Homesnap Showings is only applied to buyer agent, listing agent, and seller. The buyer won’t be involved based on the industrial rules.

User Type

Define the Trigger Events in Homesnap Showings

This is how Homesnap Showings work:

Showing Process

Based on the showing process, we had a breakdown of showing process trigger events. And the sheet below is for the buyer agent:

Buyer Agent Analysis

Define the Showing Request Approval Authority

Of those users on Confirmation Required (someone on the listing side has to confirm this showing) showings:

  • Can Approve = user can approve or decline a showing
  • FYI Only = user receives messages about events regarding showings but cannot approve or decline showings
  • None = user does not have approval authority and does not want FYI
UX Challenges

Based on the research we made, here are the pain points and UX challenges we need to solve:

  • How to adapt the original message feature with CTAs that allow users to take actions directly through the message?
  • Figure out all the different scenarios and edge cases regarding all user types (listing agent, showing agent, seller) and trigger events (showing request, showing approval, showing decline, showing cancellation):
    • Who gets what messages?
    • When does a user receive the message?
    • What actions can this user take on this message?
  • What will happen after the user takes action?
  • How to make sure the user won’t be overloaded by the messages?
  • How to smartly incorporate SMS messages and email?
Old designs for Homesnap Messages

Old designs for Homesnap Messages

UX Solutions
Create new UI style with CTAs in Message feature

In the high-fidelity designs, I introduced the buttons inside the message bubble, including “Approve,” “Decline,” and “Details.” Here are how this message bubble looks in different scenarios:

Message UI for Listing Agent
Define the rules around message thread formation

Here are the rules around how the message thread is formed when a showing is requested by a buyer agent:

Agent View
Roles
  • When a buyer agent requests a showing (or a go & show is booked), a Homesnap message will be surfaced on a group chain that includes the following: Buyer Agent, Listing Agents, and Homesnap Bot.
  • How does the Homesnap Bot work here?
    • If the setting is on Confirm with All, the Homesnap Bot will send the confirmation when (1) everyone in the list approves; (2) someone declines the request.
Message Thread Agent View
Seller View
  • All sellers will only interact with HS Showings Messages through a 1:1 conversation with Homesnap Bot.
  • How does the Homesnap Bot work here?
    • When there is an action being made by the listing side. I.e. the buyer agent sends a showing request; the listing agent approves/declines a showing request.
      • If the seller can approve the showing request, the message will send as the version with CTAs
      • If the seller is on FYI only, the message will send only as notifications when an action is made.
Message Thread Seller View
Devise rules for message notifications

Who gets what messages, when, and what they can do?

The listing side - listing agents and sellers - would be the ones that receive the most message notifications during a showing process.

Our main goal is to make sure these two types of users wouldn’t be overloaded by the notifications.

Message Rule

What types of notifications will the user receive?

  • Smart Notifications = follow Homesnap Message Delivery Rules (rules on the backend) for Showings (i.e. cascade of an in-app badge, push, text, email)
  • Text = user skips the push and ONLY receives a notification about the Homesnap Message through text.
  • Email = user skips push, and text and ONLY receives a notification about the Homesnap Message through email.
  • None (only available on Go & Show) = user receives no messages (and in turn, they receive no notifications)
Notification Types
Scenario Breakdown
Confirm with Any
Confirm with Any Process
Confirm with All
Confirm with All Process
Design for Other Platforms

Desktop Web View

Confirm with All, View as buyer agent and listing agent

Desktop View Design

Android View

Confirm with Any, View as Listing Agent

Android View Design