Smartpress.com caters to a devoted base of visual designers and print buyers—some place several orders weekly. Credit cards are the primary form of payment; however, smartpress.com did not offer the option to save card details for future orders.
Several dedicated users repeatedly requested this functionality to simplify their checkout.
UX architect, UX writer
Researching best practices confirmed that to minimize disruption, users should be able to add and opt to save their credit card information during checkout. They should also be able to update their credit card details (such as expiration dates and setting a default card) and add additional cards during checkout.
The technology team leveraged a plug-in from smartpress.com’s credit card payment vendor that securely stores credit card details. I designed the user interface and wrote the microcopy.
Customers also need access to credit card details in their account settings. I designed the Saved Payment Methods module where users can add new cards, edit or delete their saved cards, and set a default card.
Although the proposed user interface reflected best practices, we tested the design with two internal groups: sales reps who were familiar with the smartpress.com checkout flow, as well as office employees who did not work with the website.
Both groups successfully completed common tasks during checkout and in their account settings: add a credit card, edit saved details (expiration date), delete a card, change the default card.
Once implemented, the feedback from smartpress.com customers was overwhelmingly positive. Using a saved credit card streamlined checkout for repeat customers. And allowing new users to save card details during checkout minimized distractions and increased the likelihood of successfully placing an order.