ALASKA AIRLINES – RESPONSIVE CANCELS

Modernizing Alaska's cancels experience

/Product Design     /UX Research     /Redesign      /Content Design

Overview

In 2019, 728,000 of our annual call center calls were from guests wanting to cancel their reservation, costing Alaska $3.1M. At the time, the only other way to cancel was through an old and convoluted desktop experience. By creating a responsive experience accessible on mobile web and app, we estimated that we could shift 39% of those calls to self-service, saving millions and impacting 308,000 passengers annually.

TIMELINE 
TEAM
ROLE
TOOLS 

Jan - Aug 2019
‍Manage Reservation
Product Designer
Sketch, UserTesting.com

The Pre-existing Experience

In creating a responsive experience, I also had the opportunity to improve the cancels content and flow itself. My first step was to run user testing on the existing cancels flow to determine what guests currently liked and what they struggled with.

I ran an unmoderated test with 5 participants who had recently canceled 1+ flights in the past 6 months, and 5 participants who hadn't canceled any in the past 6 months. I'll explain the experience as we go along:

We also asked our participants to rate their overall experience canceling, the refund option explanations, and their confidence in their understanding of the options.

Participants that had canceled recently:


Participants that had not canceled recently:

Despite the high ratings and confidence, there were moments during the flow where our participants became confused or were surprised by something:

Learning the Space

Another crucial starting step was to simply learn the different variations and business rules of our cancelation process. The above experience was only one of seven different states the guest could see depending on if their ticket was fully refundable, whether or not they bought with miles, if they had upgraded their seat, the list goes on. For the purposes of this case study, I'll be focusing on the most common yet still complex scenario: where we cannot give a full refund, and can only give Alaska travel credit.

I began breaking the use cases and flows into pieces to help keep the problem manageable. At the same time, I began working very closely with a UX writer to try and simplify the verbiage within each of the refund options and their corresponding details and restrictions. This would help create a much cleaner and more concise experience on mobile.

Here's our first stab at redesigning and rewording the most common cancels state:


As you've seen, desktop cancels is a lengthy and wordy experience, so I was very concerned about how it would scale to mobile viewports. To help deal with the numerous long sections, I introduced an accordion component. This would not only help condense the maximum length of the page at any given step, but it would also help break down the flow for the guest into digestible steps. I implemented the accordion into the prototype for user testing, viewable below:

MVP Deliverables

In the following months, we continued to iterate and user test the cancels experience to support use cases such as flight miles refunds, inclement weather waivers, partially flown itineraries, and more. Here's our responsive cancels MVP after a total of 8 rounds of user testing across different platforms and use cases.

Looking Back

Alaska's responsive cancels experience launched on desktop, mobile web, iOS, and Android throughout Q2 2019 with further use cases following in Q3. It was fully complete just in time to process hundreds of thousands of cancelled reservations due to the COVID-19 pandemic.

This was my first major product at Alaska, and it felt incredible to get full ownership and be able to work independently on such an important experience. It was also by far the most complicated product I have ever worked on in terms of business rules and use cases. The airline industry is already a relatively difficult problem space to ramp up on, and knowing the various scenarios and business rules regarding cancels became my biggest challenge. This project taught me the importance of being meticulous and focusing on the little things to ensure I know the space thoroughly.

Credits