Case 01
Digital interface leads to a 60% faster intake compared to paper forms
EdTech & Student Engagement
UX Interface for Lead Capture
Higher Education Digital Lead Capture
Project Overview
Transitioning from paper lead cards to a streamlined digital experience, this medium-fidelity interface reduces cognitive load for applicants and automates personalization workflows for recruiters.
Problem Statement
Isolated print and digital assets caused high cognitive strain for prospective students and slowed down recruiter workflows with manual formatting.
Industry
EdTech & Student Engagement
My Role
UX/UI Design
Platforms
Tablet / Web
Timeline
Oct 2025 – Jan 2026
Target User
Core Need
Quickly capture leads in a digital format.
Goals
Quickly capture leads in a digital format.
Verify valid email and format.
Time willing, capture the student's program of interest, to further customize.
Frustrations
Long paper forms cause fatigue during busy events.
Manual hand-keying delays student outreach by days.
Illegible handwriting leads to lost prospective contacts.
Process
[01] User Research
Identified friction points and user fatigue in traditional paper lead capture during live higher education recruitment events.
Evaluated form structures to isolate unnecessary input fields and pinpoint common applicant drop-off points.
Benchmarked against competitors to identify best practices for checkout flowsBenchmarked top EdTech lead capture flows to establish clear hierarchy, touch-friendly UI, and industry-standard form UX.
[02] Insights
Moving program options to page two lowers upfront cognitive load and streamlines the initial intake step.
High-volume event scenarios require a flexible intake flow that can bypass program filtering for quick bulk check-ins.
An adjustable left-hand canvas allows institutions to easily swap out custom branding, marketing assets, or event-specific imagery.
[03] Design Solution
Divided the form into a clean two-step flow, placing initial contact inputs on page one and program selection on page two to minimize cognitive friction.
Implemented a customizable left-hand visual section, allowing recruitment teams to adapt branding and promo assets to specific university or partner specs.
Designed large, tap-friendly UI components for tablet screens and built flexible navigation so recruiters can quickly bypass detailed program steps during high-volume intake.
[04] Testing & Iteration
Evaluated button sizes and input spacing on handheld tablet displays to ensure comfortable, error-free tapping during fast-paced interactions.
Simulated live event intake scenarios to streamline field progression, moving non-critical options to secondary screens to reduce drop-off risks.
Conducted contrast and typography checks to maintain high legibility under varying event lighting conditions and screen angles.
Outcome
Replaced slow paper logging with a fast, digital touch interface designed for high-volume recruitment environments.
Eliminated lost contacts and manual handwriting errors with structured inputs and real-time field validation.
Form selections trigger instant, tailored follow-up emails highlighting the applicant's specific program of interest.
Key Learnings
Context Dictates Hierarchy:
Designing for fast-paced, live environments requires prioritizing intake speed and low friction above multi-step data collection.
Flexibility Supports Strategy:
Providing modular branding areas and skippable steps empowers event teams to adapt to varying recruitment scenarios on the fly.
Structured Data Powers Automation:
Small improvements, like error validation and mobile optimization had a significant impact capturing clean, legible data at step one establishes a seamless bridge to automated, highly personalized post-event follow-up.