The Centralized Setup Guide helps new sellers complete crucial setup tasks and find success on Square Appointments.
My role
My role included vision, design, content.
Collaborators
I partnered with a product manager, a team of engineers, and a user researcher.
Timeline
2021

User problem

Advertisers on Pinterest struggled with inefficient campaign management, having to rely heavily on account managers for 50% of their ad editing tasks. The platform only allowed editing one campaign at a time, forcing advertisers to navigate multiple flows for simple changes. This was particularly frustrating when managing multiple campaigns or ad groups with similar edits needed. As Pinterest's advertising platform grew more sophisticated—with various campaign objectives, budgeting choices, and bidding options—the need for better self-service tools became critical.

Bulk editing at the campaign level

Solution at a glance

We developed a comprehensive bulk editing system that empowers advertisers to efficiently manage their campaigns at scale. The solution includes:

  • Campaign-level bulk editing for status and budget adjustments
  • Ad group-level bulk editing for status, bid, and budget adjustments
  • Smart validation that prevents incompatible bulk edits (e.g., mixing different budget types)
  • Clear guidance and previews to help advertisers understand the impact of their changes
  • Intuitive interfaces that align with Pinterest's new design system

We carefully designed the system to handle complex scenarios, such as different budget strategies (campaign vs. ad group level) and budget types (lifetime vs. daily). The interface provides clear feedback when certain combinations can't be edited together, helping advertisers adjust their selections to complete their tasks.

Impact

One month after launch, the feature demonstrated significant improvements in advertiser self-sufficiency:

  • 179% increase in advertiser-managed campaign edits
  • 77% increase in bulk-edited ad groups
  • Reduced reliance on account managers for routine editing tasks
  • Set new standards for self-service advertising tools

This success established a foundation for future improvements, including plans to expand bulk editing capabilities to ad group targeting specifications and Pin selection.