Reimagining How Agencies Create Campaigns

Agency users wanted a faster, more flexible way to create ad campaigns—with features our tool didn't yet support.

Over two years as the only designer on the project, I reimagined the campaign creation flow with new functionality, and cleaner layouts that streamlined the entire process and boosted revenue.

Ad Tech B2B

Timeline

2+ years (2022-2024)

Impact

Customers love the new features, and agencies finally have the tools they'd been requesting for years. We eliminated most of our third-party dependencies and increased revenue from agency users.

*AI images used for illustrative purposes only.

Humble Beginnings

Launched in March 2020 as Hulu Ad Manager, Disney Campaign Manager introduced Hulu's first self-serve advertising platform. The platform enabled advertisers to create and manage their campaigns with full control over targeting parameters (age, location, interests), campaign duration, budget allocation, and video ad uploads.

Hulu living room
The original ad manager was meant to give viewers more variety/localized ads

The platform was developed to achieve two key goals:

  • Easier access for SMBs (Small, Medium Businesses): By setting a $500 minimum spend threshold, the platform significantly lowered the barrier to entry for SMBs looking to advertise on Hulu.
  • More ad diversity and localization: Enable a broader range of advertisers to deliver more varied and locally relevant content to Hulu's audience.

The original platform was designed with simplicity in mind, offering a straightforward campaign setup flow (see video below).

The original campaign setup flow in 2022.

When Early Success Stopped Scaling

The platform performed well in its first two years, driving SMB acquisition and solid profitability. However, we faced two significant challenges:

  • Unsustainable vendor costs: Ongoing reliance on our launch partner agency was cutting into margins as the platform grew
  • Market gap: The platform excelled for SMBs but failed to meet the sophisticated needs of agency advertisers
User Checklist
We were lacking critical features to entice Agency customers.

Agencies represent a strategic priority for several key reasons:

  • Higher revenue potential: Agencies generate significantly more revenue than SMBs
  • Evolving business priorities: Company objectives were shifting to better align with agency user needs
  • Competitive parity: The platform needed to match the capabilities offered through our direct sales channel and competitor platforms
  • Market dominance: Agencies account for the majority of ad buys in the streaming landscape

Agency users are more sophisticated than SMB advertisers and demand advanced platform capabilities, diverse ad formats, granular targeting options, and enterprise-level features that our original platform couldn't deliver. Capturing this market required a complete platform overhaul: migrating to internal teams and ad servers, and fundamentally redesigning the campaign workflow.

High Stakes, Zero Downtime

Operating Under Pressure

This wasn't a simple design refresh: we were rebuilding the entire platform. Beyond reimagining the campaign flow, I designed new reporting and creative upload experiences from scratch.

I navigated several significant constraints:

  • One-designer army: I was the sole designer supporting the entire platform, juggling multiple workflows, product managers, and engineering teams
  • Supporting a live product: We couldn't pause for the rebuild; the current platform needed continuous updates and fixes for existing customers
  • Overseas Teams: Our main engineering partners were Ukraine-based contractors tasked with migrating the platform to our internal infrastructure. I adapted to collaborating across a 10-hour time difference and cultural barriers
  • No room for error: As the platform's core functionality, the campaign flow had to work flawlessly
Sole designer
I was the only designer on the whole platform and worked on several projects simultaneously.

The Feature Agencies Wouldn't Compromise On

Before designing the new flow, I needed to address agencies' most critical requirement: line items. Line items function as sub-campaigns within a parent campaign, each containing its own targeting parameters, flight dates, and creative assets. A single campaign can house multiple line items, allowing advertisers to test different strategies simultaneously: a standard feature across competitor platforms (sometimes called "ad groups" or "ad sets") that agency users expect.

Line items
Line items are like sub-campaigns that live within a campaign.

Our existing platform didn't support this structure. Users could only launch one campaign with a single set of targeting, one video ad, and one date range.

The core challenge became: how do I design an interface that elegantly presents multiple line items, each with its own complex configuration, within a single campaign creation flow?

Relentless Iteration

My competitive analysis revealed that a single-page flow was essential for supporting line items effectively. I had a valuable starting point: a former designer had already explored this direction with mockups and user testing. The research confirmed user preference for the single-page approach, particularly the ability to view all steps at once through a unified navigation.

Old HAM Design
An previous design showing what the campaign flow could look like in a single-page layout.

Initial explorations centered on how to effectively display multiple line items in the navigation interface.

Early designs of having line item "tabs" live at the top.

While the top tab layout was functional, it lacked scalability for campaigns with many line items. I pivoted to testing side navigation patterns instead.

Exploration with line item navigation in the side panels.

Through iterative refinement and input from stakeholders, especially those working directly with advertisers, I landed on an accordion-menu approach:

Line item rail final
The accordion-menu could show/hide all the line items in the campaign and allowed users to navigate to them as well.

Power Features for Agencies

With the core navigation issue solved, I could focus on adding the additional features for agency users.

I added a "Delivery" section to house ad scheduling and distribution settings: dayparting (when ads run), pacing (how budget is spent), and frequency (how often users see ads).

Delivery Section
The new delivery section has settings for how often and when an ad can run.

I designed a new VAST (Video Ad Serving Template) upload flow within the Ad section. VAST tags allow multiple creative assets within a single ad unit, addressing a recurring agency request.

VAST Upload Flow
New VAST upload flow.

Where It All Comes Together

Below is the prototype of the new campaign creation process.

Design Validation & Gaps

Research Without a Safety Net

The platform migration established a non-negotiable Fall 2024 launch date. I completed all required designs by summer, leaving user testing as the final milestone, one I'd need to do strategically given multiple constraints:

  • I focused testing exclusively on the campaign creation flow, the platform's most significant redesign, due to time limitations
  • Without research team support, I independently developed the test plan,recruited participants, and secured contractor funding to help facilitate sessions
  • The locked launch timeline meant findings would inform post-release updated rather than pre-launch changes
UX Campaign Test
We had hard deadline to lauch, but I still conducted user tests with limited time and resources.

Test Methodology

Research Objectives

  • Evaluate whether the new campaign creation flow improves the user experience
  • Assess ease of understanding and overall usability

Who We Tested With

  • 10 individuals with experience running online ad campaigns

Session Format

  • 1-hour moderated usability sessions

How Users Navigated Line Items

Users appreciated the single-page flow for setting up line item details, but 66% of them struggled to locate the "New Line Item" button when prompted, it wasn't immediately discoverable.

"I just found this whole process just very smooth and clear"

"This was really clean, easy, and way better than Meta"

Test Line Item
Most testers could not easily find the "Add New Line Item" button.

Budget vs. Impressions Confusion

There was confusion around how impressions were estimated, particularly within the custom pacing settings. Some users expressed concern about how their campaign budget would impact impression delivery.

"If the ad was doing well…am I going to burn through my budget sooner?"

"How are we arriving at the 28,000 impressions for a $1,000 budget?"

Inventory Needle
Some people found inventory availability and impressions confusing.

Terminology Confusion

The term "Line Item" confused some users. Even those familiar with the concept typically encountered it as "flights" or "ad groups" on other platforms.

Line Item Name
Term "Line Item" confused some people.

UI Tone & Brand Expression

While most of them were able to navigate easily. a couple users commented on the UI feeling "too simple" or "quite plain" and noting it lacked personality.

Campaign Table
Some participants found the UI visually boring.

After Launch: Refinement in the Real World

The redesigned campaign creation flow launched in October 2024. Despite some technical bugs at launch, my thorough QA process caught usability issues and UI inconsistencies early, and I implemented key user testing insights (like improving the visibility of the "New Line Item" button) shortly after release.

Notable new capabilities included cross-platform targeting, allowing advertisers to run campaigns on Disney+, Hulu, or both simultaneously. We've since maintained an ongoing feedback loop with advertisers and internal stakeholders to continuously improve usability. Following the platform's rebrand to Disney Campaign Manager, the interface received a comprehensive visual refresh.

DCM UI
The brand refresh of the platform.

Results That Mattered

Increased Agency Adoption

The new campaign flow addressed key agency requirements, resulting in increased adoption; especially among advertisers previously unwilling to use the platform.

Cost Savings & Platform Independence

By internalizing the platform, we cut third-party costs and gained greater control over scalability and velocity.

Where This Goes

Campaign creation continues to evolve, with numerous features in development. As the platform scales, the flow may require future redesign to accommodate new capabilities and user needs.

What This Project Taught Me

This project presented considerable challenges: serving as the sole designer, conducting research without a dedicated UX team, coordinating with overseas developers across time zones, and balancing multiple concurrent responsibilities. Despite these constraints, leading the design of this core experience from concept to launch (and contributing meaningfully to the platform's growth) was immensely rewarding.