ALASKA AIRLINES – RESPONSIVE CANCELS
/Product Design /UX Research /Redesign /Content Design
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.
Jan - Aug 2019
Manage Reservation
Product Designer
Sketch, UserTesting.com
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:
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:
With our first rounds of iterations done, we took it out for user testing. Our overall research goals were to gather initial feedback on the understandability of our reworked copy, as well as test the usability of cancels on a mobile platform. Here's our initial prototype:
As before, we tested with 5 recent cancelers and 5 participants who had not canceled recently.
Participants that had canceled recently:
Participants that had not canceled recently:
Here's the rating scale data, with the original experience and the first prototype side-by-side:
So...a little discouraging. Although the overall experience rated at about the same level, this first prototype rated over a full point lower than the original experience in terms of the refund option explanations and the participants' confidence in their understanding of the options. Was our condensed copy that much more confusing? Was it related to the difference between testing on desktop vs mobile?
It was time to rework the our prototype for another round of user testing. Here are our revisions, based off our first round of user testing feedback. The revised prototype is on the right:
After adjusting the prototype, we went back for a second round of unmoderated testing. Here's our revised prototype in clickable format:
After adjusting our prototype, we went back for a second round of unmoderated testing. You can see the prototype here.
In this second loop, our goal was to test if participants recognized they would be receiving credit instead of a full refund. As before, we also made sure to test their understanding of the three cancellation options overall. Here's our feedback:
Participants that had canceled recently:
Participants that had not canceled recently:
Here are our rating scale questions again, side-by-side with our previous ratings.
Amongst both participant groups, our revised cancellation options scored significantly higher than in the first prototype, even slightly edging out the original experience. In addition, the overall experience rating maintained at a high level. With this promising feedback, we felt ready to translate our designs to desktop and deliver on our MVP.
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.
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.