Drafts and Forms
Drafts and Forms
Overview
Overview
Benevv is a mission-driven platform that connects communities to raise awareness around today’s most pressing social issues. By uniting nonprofits, volunteers, influencers, and brands, Benevv fosters collaboration and collective action for causes that matter.
As the UX designer on this project, my focus was to improve the “creating an organization” experience on the platform — a crucial first step for nonprofits and groups looking to launch their presence, build momentum, and start mobilizing support. This case study walks through how I streamlined this process to make it more intuitive, trustworthy, and impactful for first-time users.
Benevv is a mission-driven platform that connects communities to raise awareness around today’s most pressing social issues. By uniting nonprofits, volunteers, influencers, and brands, Benevv fosters collaboration and collective action for causes that matter.
As the UX designer on this project, my focus was to improve the “creating an organization” experience on the platform — a crucial first step for nonprofits and groups looking to launch their presence, build momentum, and start mobilizing support. This case study walks through how I streamlined this process to make it more intuitive, trustworthy, and impactful for first-time users.
Role & Timeline
UX UI Designer, Web design, User Research, Prototyping & Testing,
Jan 2025 - Feb 2025
Role & Timeline
UX UI Designer, Web design, User Research, Prototyping & Testing,
Jan 2025 - Feb 2025
My Team
Product managers
Front/Back-end Developers
System Engineer
My Team
Product managers
Front/Back-end Developers
System Engineer
The Challenge
The Challenge
The Challenge
To collaborate with Benevv, nonprofits and organizations must create an official profile through the platform’s web app. This “Create an Organization” form is the gateway to accessing Benevv’s tools, visibility, and coalition support.
However, user feedback revealed two major pain points:
The form felt too long and overwhelming, especially for first-time users.
There was no way to save progress, which meant that if a user didn’t complete and submit the form in one session, all their input would be lost.
These issues led to frustration, drop-offs, and hesitation — all of which created a barrier for mission-driven organizations trying to get started on the platform.
How might we make the organization creation process more manageable and forgiving — so users can confidently complete the form at their own pace without fear of losing progress?
To collaborate with Benevv, nonprofits and organizations must create an official profile through the platform’s web app. This “Create an Organization” form is the gateway to accessing Benevv’s tools, visibility, and coalition support.
However, user feedback revealed two major pain points:
The form felt too long and overwhelming, especially for first-time users.
There was no way to save progress, which meant that if a user didn’t complete and submit the form in one session, all their input would be lost.
These issues led to frustration, drop-offs, and hesitation — all of which created a barrier for mission-driven organizations trying to get started on the platform.
How might we make the organization creation process more manageable and forgiving — so users can confidently complete the form at their own pace without fear of losing progress?
Original organization form
Competitive analysis
Competitive analysis
To improve the "Create an Organization" flow on Benevv, I analyzed platforms with similarly long or sensitive forms — such as nonprofit portals and business registration tools. The goal was to understand how they handle form length, autosave, progress tracking, and user guidance.
To improve the "Create an Organization" flow on Benevv, I analyzed platforms with similarly long or sensitive forms — such as nonprofit portals and business registration tools. The goal was to understand how they handle form length, autosave, progress tracking, and user guidance.
screen shots for forms from other companies used as refrences.
User Surveys
User Surveys
We reached out to a mix of nonprofit founders, organization admins, and volunteers who had firsthand experience with the platform. These participants were selected based on their activity within the Benevv ecosystem.
Example survey questions:
At any point, did you feel overwhelmed by the number of fields?
Did you ever abandon the form before submitting? Why?
What features would have made the process easier?
How important would a “Save as Draft” feature be to you?
We reached out to a mix of nonprofit founders, organization admins, and volunteers who had firsthand experience with the platform. These participants were selected based on their activity within the Benevv ecosystem.
Example survey questions:
At any point, did you feel overwhelmed by the number of fields?
Did you ever abandon the form before submitting? Why?
What features would have made the process easier?
How important would a “Save as Draft” feature be to you?
Identified opportunities
Identified opportunities
Form Fatigue: 72% of respondents felt the form was too long and overwhelming, particularly when asked for detailed organizational history, documentation, and goals.
Abandonment Risk: Over 60% admitted to abandoning the form at least once due to lack of time or uncertainty about the required information.
Progress Indicators Matter: All competitors used progress bars or step indicators to reduce anxiety and improve clarity.
Save as Draft = Standard: Each platform included a save or autosave feature, allowing users to complete the process at their own pace.
Chunking Works: Breaking long forms into digestible steps helped prevent user overwhelm and increased completion rates.
Form Fatigue: 72% of respondents felt the form was too long and overwhelming, particularly when asked for detailed organizational history, documentation, and goals.
Abandonment Risk: Over 60% admitted to abandoning the form at least once due to lack of time or uncertainty about the required information.
Progress Indicators Matter: All competitors used progress bars or step indicators to reduce anxiety and improve clarity.
Save as Draft = Standard: Each platform included a save or autosave feature, allowing users to complete the process at their own pace.
Chunking Works: Breaking long forms into digestible steps helped prevent user overwhelm and increased completion rates.
User flow
User flow
I created a visual user flow to align with the team on feature functionality before designing the interface. This also contributes to a smoother navigation experience, helping users accomplish tasks efficiently.
It also revealed ideal moments to introduce a “Save as Draft” feature. By visualizing the flow, I identified natural breakpoints to let users pause and return later, informing the placement of both an in-form save option and a central Drafts page.
I created a visual user flow to align with the team on feature functionality before designing the interface. This also contributes to a smoother navigation experience, helping users accomplish tasks efficiently.
It also revealed ideal moments to introduce a “Save as Draft” feature. By visualizing the flow, I identified natural breakpoints to let users pause and return later, informing the placement of both an in-form save option and a central Drafts page.
user flow of creating an organization
Design
Design
I annotated these screenshots to identify key moments in the user journey where a “Save as Draft” option would provide the most value.
This helped me:
Visualize the form structure and its length.
Determine intuitive placements for draft access points (e.g., persistent buttons, banner prompts, or confirmation modals).
This step ensured that any new UI elements would be contextually integrated without disrupting the existing flow.
I annotated these screenshots to identify key moments in the user journey where a “Save as Draft” option would provide the most value.
This helped me:
Visualize the form structure and its length.
Determine intuitive placements for draft access points (e.g., persistent buttons, banner prompts, or confirmation modals).
This step ensured that any new UI elements would be contextually integrated without disrupting the existing flow.
notes made for current method of creating an organization
After analyzing the current user flow and interface, I determined that the most intuitive and accessible entry point for draft access would be placed as a sub-link under the existing “Create Organization” button.
After analyzing the current user flow and interface, I determined that the most intuitive and accessible entry point for draft access would be placed as a sub-link under the existing “Create Organization” button.
Mock up for potentially where to place "draft" access point
Drafts page
Drafts page
Once the entry point was defined, I moved on to designing the Drafts Page. My goal was to give users clear context about each saved draft and allow them to pick up where they left off.
Each draft includes:
Organization name entered during the form process
Time and date the draft was created
Once the entry point was defined, I moved on to designing the Drafts Page. My goal was to give users clear context about each saved draft and allow them to pick up where they left off.
Each draft includes:
Organization name entered during the form process
Time and date the draft was created
Mockup of drafts page
Iterating on the Drafts
Iterating on the Drafts
After reviewing the initial design with my product manager, we realized that most users wouldn’t have multiple drafts at once — making a dedicated Drafts page feel excessive.
To simplify the experience, we redesigned the interaction:
Drafts are now shown in a dropdown under the “Create Organization” button.
This keeps the UI clean while still making drafts easily accessible.
We also identified the need for a confirmation step before deleting a draft to prevent accidental loss of information.
As a result, I designed a “Confirm Delete” screen, providing users with a clear prompt and allowing them to cancel or proceed with deletion confidently.
After reviewing the initial design with my product manager, we realized that most users wouldn’t have multiple drafts at once — making a dedicated Drafts page feel excessive.
To simplify the experience, we redesigned the interaction:
Drafts are now shown in a dropdown under the “Create Organization” button.
This keeps the UI clean while still making drafts easily accessible.
We also identified the need for a confirmation step before deleting a draft to prevent accidental loss of information.
As a result, I designed a “Confirm Delete” screen, providing users with a clear prompt and allowing them to cancel or proceed with deletion confidently.
iteration of the drafts, moving away from single page to part of drop down.
High-fidelity Prototype
High-fidelity Prototype
With the updated drafts experience and streamlined form structure in place, I moved into high-fidelity prototyping. I applied Benevv’s design system to ensure visual consistency and accessibility while refining layout, spacing, and interactions.
With the updated drafts experience and streamlined form structure in place, I moved into high-fidelity prototyping. I applied Benevv’s design system to ensure visual consistency and accessibility while refining layout, spacing, and interactions.
high-fidelity prototype of the accessing/deleting drafts.
Organization form Redesign
Organization form Redesign
To reduce cognitive overload and improve clarity, I split the long organization creation form into multiple, manageable pages, each focused on a specific section. This approach helped users digest information more easily and encouraged steady progress.
I also redesigned the progress bar, placing it horizontally at the top of the form. This gave users a clearer sense of where they were in the process and how much was left to complete — addressing a major pain point around form length and transparency.
To reduce cognitive overload and improve clarity, I split the long organization creation form into multiple, manageable pages, each focused on a specific section. This approach helped users digest information more easily and encouraged steady progress.
I also redesigned the progress bar, placing it horizontally at the top of the form. This gave users a clearer sense of where they were in the process and how much was left to complete — addressing a major pain point around form length and transparency.
updated design for organization form
single screenshot of a page from the organization form
Impact
Impact
After the General Availability launch of these changes, , we utilized Mixpanel recordings to track and address any usability issues, ensuring the achievement of our business goal.
42% of users saved a draft before completing the form
78% of users who saved a draft returned to complete it within 3 days
Benevv saw a 28% increase in successful form submissions compared to the previous quarter
Overall, the project was a success.
After the General Availability launch of these changes, , we utilized Mixpanel recordings to track and address any usability issues, ensuring the achievement of our business goal.
42% of users saved a draft before completing the form
78% of users who saved a draft returned to complete it within 3 days
Benevv saw a 28% increase in successful form submissions compared to the previous quarter
Overall, the project was a success.
Reflection & learnings
Reflection & learnings
Small changes can have a big impact
While this project wasn’t a full overhaul, even subtle UX improvements—like adding a drafts feature or splitting up long forms—can significantly improve the user experience and drive better outcomes.
The Value of User Flows
Mapping the user flow helped me understand the full journey and identify pain points—like where users might abandon the form. It revealed the best place to introduce a drafts feature and ensured the process felt intuitive. This step made it easier to design with clarity and align the UX with both user needs and product goals.
Small changes can have a big impact
While this project wasn’t a full overhaul, even subtle UX improvements—like adding a drafts feature or splitting up long forms—can significantly improve the user experience and drive better outcomes.
The Value of User Flows
Mapping the user flow helped me understand the full journey and identify pain points—like where users might abandon the form. It revealed the best place to introduce a drafts feature and ensured the process felt intuitive. This step made it easier to design with clarity and align the UX with both user needs and product goals.