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Explicit User Targeting in Audience Builder

Reduce clicks, errors, and setup time by letting teams include users via Email or User ID with Search/Exact modes, multi‑add, and inline validation.

ROLE

Product Designer

TIMELINE

3 Weeks (1.5 Sprints)

TEAM

2 Engineers

1 Product Manager


Project Management Team

SCOPE

Overview

I collaborated with Project Managers (PM) to make it easy to include or exclude specific people in an audience by entering either their Email address or their User ID, without relying on indirect workarounds.
I kept the scope tightly focused on identifier choices, clarity about what each identifier means, and simple, reliable inputs so anyone on the team could use the feature confidently.

IMPACT

Increased Efficiency

80%

Less

Time Per Action

5 Min -> 1 Min

75%

Less

Monthly Time Spent

40 Hours -> 10 Hours

400%

More

Targeting per hour

12 -> 60 Target Groups

RESEARCH

Goal

Project Managers wanted a simple “Explicit users” condition that accepts one or many values, with a switch to choose Email or User ID, and inline guidance so the difference is obvious.


I aimed to reduce time per targeting action and lower errors by making the inputs clear, editable at once, and aligned with familiar form patterns.

RESEARCH

Why it matters?

Small targeting errors can send content to the wrong people or delay reviews, which wastes time and undermines trust in the workflow.
Clear, direct targeting by Email or User ID lets teams move faster, reduces cognitive load, and creates a repeatable path that any teammate can follow.

DISCOVERY

Ideation Workshop

I started by organizing a 90-minute structured ideation workshop with the PM team.

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  • Goal: Targeting PM workflow pain, pick the highest-impact fix.

  • Audience: Entire PM team (12 PMs) and Product Manager in a structured 90-minute ideation session

DISCOVERY

User Research

I interviewed PMs to review their workflows and discuss where they were losing time and how they described IDs, names, and form usability preferences like outlined fields and helper text.

3

Project Managers

240

Minutes

4

Weeks

Problem

I saw the PM teams struggling to precisely include a known person because the tools didn’t offer a straightforward “explicit users” input for Email or User ID, which led to extra steps and mistakes.

Can only add one email id and user id at a time

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User scenario: When PM needs to tag multiple users (e.g., for client reviews), they have to search and add each user individually. Searching by email is inconsistent—some users don’t appear even when exact email is entered.

Solution

I added an “Explicit users” condition with a compact selector for “Email” or “User ID,” a multi-value input, and short helper text that explains what each identifier means.


 

I kept the design consistent with common form styles discussed by stakeholders, prioritizing fields that are easy to edit and scan at a glance.

BEFORE

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AFTER

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OUTCOME

Reflection

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Clear choices = faster work.

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Ideating early with PM surfaced true pain points

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Automating steps created the real win

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