Terms of reference for the user's personal account

It is very difficult for an online business, which in one way or another works with client bases, to do without a personal account interface on a website or in a web application. Its creation is especially important for online stores, since the registration of a buyer in the account provides a double benefit – marketing and usable.

So, how can you prepare a technical assignment for creating a personal account on the site, and what nuances can there be?

The obvious question is – why do a technical assignment separately for a personal account, if you can create a common not the entire site? Firstly, the owners often order the completion of the LC on a ready-made resource, and secondly, the personal account can be so capacious in terms of the interface that it requires a separate technical specification.

For example, there may be a situation when an online store has long and successfully worked according to the “buy in one click” principle, when a sale is made by a call manager, without registration. And then the owner wanted to register clients on the site and create a personal account.

First of all, it is convenient – you can don’t fill in the same fields when you buy again. Second, it will form a customer base that marketers then work with. You can categorize buyers, hold promotions, make marketing mailings, and so on. Third, it builds customer loyalty to the brand.

We create a technical assignment according to the established scheme. At the beginning, we always hold a general meeting with the client, where there are account or project managers, if necessary, other specialists or consultants. On it there is a general collection and structuring of information about the site, the wishes of the customer. Also, specific technical points for the implementation of the project are discussed, we explain the pitfalls and nuances.

For demonstration purposes, we can provide typical examples of technical specifications, but adaptation and development is carried out individually for the client. We have a lot of examples and samples of TK for LC.

At the first stage, a UX prototype of the office is developed. The prototype is developed in the moqups tool for maximum transfer of details and functionality of the future interface.

After that, prototypes are transformed by our technical writers into ready-made technical specifications for developers. We send them to the client for approval, and, if necessary, make corrections and individual wishes.
Next, a summary table of the LC functions is created, with their explanation. Video instructions for programmers are being made.

What should you mainly pay attention to when creating a technical specification for a user’s personal account?

First of all, this is a detailed design of all the fields that the site visitor must fill in.
Next, you need to plan the functionality and interface of the office. In particular, what opportunities the user will have in the profile, whether a referral system is needed, categorization, whether additional functionality is needed, interactive forms or fields.
The technical part is being worked out in separate points – connection with the database, integration with CRM, if any, and other services.

In our portfolio there are a lot of successful implementations of users’ personal accounts on sites and in web systems. Moreover, there are developments for online stores, social portals and information blogs. The company’s specialists have gone through various projects in practice and know all the pitfalls in the development of LC. We will show you what will work better in the online store and what will work in the info portal.

When considering the buyer’s check-in, we choose the most efficient and convenient model. For this, the business analysts of the company advise the project manager. The registration fields are also reviewed by marketers, after which we conduct AB testing and determine which option will work best.

The marketing department of the company analyzes the client’s target product and gives its recommendations on the interface of the personal account, its functionality. Marketers will help the customer decide whether a bonus system is needed on the site, how it will work and be displayed in the personal account.

We will plan a sales funnel on the website and prepare appropriate solutions for your personal account. Let’s analyze how best to categorize the customer base and, accordingly, how to display this categorization in the user’s personal account.

When drawing up a technical assignment, our project manager is always in touch and gives feedback to the client. Depending on the consultations from the marketing department or designer, we can promptly amend the technical specification. Or the information is provided to the client and we make an agreed decision that suits everyone.

Another key advantage of our company is the scrupulousness and attention to detail at the time of the creation of the technical specification for the LC. What others miss, we always keep in focus. For example, when planning the design of a personal account on the site, we evaluate everything – from the brand book and logo to the analysis of user behavior on the site.

And most importantly, remember that by contacting us on the technical specification for your personal account, you will be working with professionals who have implemented more than one case from top companies. Our solutions, even for complex and non-standard tasks, ultimately lead to the maximum KPI of the client project.