InCrowd Registration Review List & Email Template
Turned a registration approval process buried in email into one checklist
At InCrowd, our internal admins had to review and approve every new respondent who registered, and there were thousands of them. I designed a review checklist and a set of email templates so they could see what mattered right away and answer respondents without starting from scratch every time.
Learn the System, Then Improve It
I didn't start by designing. I sat with a stakeholder and mapped how the admin platform really worked: every status, the dropdowns that mattered, and the conditional logic the old UI never showed. Once I knew what the system had to say, the design came easy. Every requirement went into Jira, tied to a dev task, so the handoff was clean.
The Problem
Reviews meant piecing information together by hand from different places. That made registrations hard to judge and slow to answer. Layouts and messages weren't consistent, which added time and room for mistakes, and it got worse as more respondents signed up. The goal was a review flow that was simple, clear and repeatable.
The Solution
The Review List puts every check an admin needs into one place. The email templates give them a ready-to-go message for each outcome, so replies stay consistent whether they're sending ten or a thousand.
The Impact
The checklist replaced scanning through thousands of emails. Internal admins could validate respondents in minutes instead of days, with fewer mistakes, and respondents got paid faster because approvals no longer sat in an inbox.