Self-Serve Integrations

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Feature
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The ability to self-serve integrations and add your domain to utilize Axios HQ to its fullest potential.
Context

In 2024, dormant orgs (customers defined by their lack of an active newsletter in the last 30 days) at Axios HQ was at 20%. My team was tasked in tackling this issue in the product/engineering team. This project was one of the results from the work done to tackle this metric.

Engaging Infrequent Users to Drive Retention

To prevent future churn, I had to investigate why organizations became inactive to identify preventative features we could build. Our focus was on real send infrequent senders, who had a 27.70% churn rate compared to just 5.24% for frequent senders.

Uncovering Dormancy

I was tasked with the product researcher to uncover why these users infrequently sent newsletters or never activated at all. We did 12 interviews with customers identified as dormant. The goal of these interviews were to answer:

  1. Why the customer is dormant
  2. What internal/external factors lead to dormancy
  3. What is missing from HQ and their perceived value.
  4. Willingness and ease of integrating HQ into their org’s culture and practices.

The outcome of these interviews can be categorized into 3 groups. Users whose org no longer recognized value in having Axios HQ, IT issues, and other issues. Our analysis after the interviews is that IT-related challenges emerged as the most actionable opportunity. Unlike the other issues that demanded extensive product overhauls, the IT pain points presented a clear path forward with the highest return on investment, allowing us to deliver immediate impact.

Technical Set Up As A Roadblock

Axios HQ's primary users, communications professionals, often lack the technical skills to integrate the platform and rely on IT teams for setup. With integration manually set up by our solutions engineering team, the process often resulted in lengthy email threads and low IT prioritization, delaying implementation and frustrating users.

“There’s a process that has to happen internally with our procurement team and our IT team… all of those logistical things that need to happen in the background before we even start utilizing the tool. That didn’t happen really and truly. The integration was incredibly clunky. I was essentially serving as the middle man.”

Research into our integration analytics saw that 63% of dormant orgs do not have a custom domain setup integration. This is twice as many compared to our active customers.

Problems Identified
  1. IT roadblocks delay users from integrating Axios HQ into their workflows.
  2. Users feel frustrated dealing with their own IT teams.
  3. IT teams often don’t understand the need for Axios HQ to connect to their infrastructure.
  4. Our small solutions engineering team cannot handle the volume of onboarding requests efficiently.
Hypothesis

Building self-serve integrations to allow IT teams and customers to directly set-up their integrations within Axios HQ will decrease the likelihood of users that do not activate. Thus decreasing the chances of an org becoming dormant. This will also allow IT teams to directly access controls and resources to best understand Axios HQ.

Mailgun UI, the software that our solutions engineering team uses to connect a domain to HQ.
Design

To design this feature, I collaborated with our solutions engineering lead and used the tools they use to integrate customers to understand what was necessary for our users to self service.

Outcome
2 months after launch nearly 80% of all newly connected integrations into Axios HQ were now done by self-serve from all integrations being connected manually. In the next 6 months, we also saw a 3% decrease of dormant orgs.
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