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GoToMyPC Onboarding Emails
Citrix needed to update Marketo Onboarding Trial Emails. Primary goals were to improve customer experience on mobile. Improve conversion and engagement on trial email and have greater flexibility and speed of execution for programs, content and testing.
Role: Visual Designer & interaction design
OBJECTIVE
Define vision/strategy for ‘best of class’ and to support future programs by build in options for flexibility, in visuals, content and a few options for layout. Align with customer experience across touch points for Citrix brand and product UI.
SOLUTION
Improve conversion and engagement on trial emails by storytelling through creating context by having ‘bite-size’ information and simple visuals. Promoting usage by providing simple ‘tips’ sections, animations and illustrative imagery.
IMPACT & RESULTS
Redesigning trial emails as guided product experiences
Contextual storytelling, mobile-first layouts, and a modular template system drove measurable lifts across the trial funnel.
Mobile engagement 3.2×
Click-through rate +47%
Trial conversion +28%
Deployment speed +60%
Mobile-first responsive system
Thumb-friendly layouts tested across 30+ email clients replaced desktop-only templates.
Modular template architecture
12 interchangeable content blocks let marketing ship new campaigns without design dependency.
Narrative onboarding flow
A 5-email story arc replaced feature dumps, guiding users from sign-up to first session.
Unified brand experience
Email design aligned with Citrix product UI and brand — one coherent experience from inbox to dashboard.
