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Optimizing Video Upload Experience for Shopify Merchants

Redesigning Shopify’s video upload experience to reduce friction, eliminate confusion, and increase widget activation improving conversion from upload-to-activation for ReelPlus

Project Overview

This project focuses on improving the video upload experience for Shopify merchants. Many merchants were confused about the upload steps, worried about the performance impact on their store, and struggled to activate their video widgets. I redesigned the end-to-end flow with a performance-first approach, making the process clearer, faster, and more predictable. The new experience increased widget activation rates and reduced user frustration across the entire upload journey.

My Role

As the Lead Product Designer, I owned the entire process from discovery to delivery. I audited the current flow, analyzed product data, and interviewed merchants who experienced upload issues. I identified core pain points through journey mapping and worked closely with engineering to understand performance limits and compression logic.   I designed the new upload, processing, and tagging experience using Shopify Polaris and supported the rollout through A/B testing to ensure adoption.

The Problem

What is the Problem?

Merchants struggled to upload videos because the flow lacked clarity, predictability, and performance transparency. They couldn’t see what was happening during upload, didn’t know how long it would take, and felt unsure whether large videos would slow down their store. This confusion also made widget activation harder, causing drop-offs and repeated attempts.

“Many merchants felt stuck during video upload because they couldn’t see progress.”
71% of test users abandoned upload when progress was unclear.

Why This Problem Matters?

An unclear upload experience directly decreases activation and adoption. When merchants cannot complete the upload confidently, they cannot activate video widgets reducing engagement, limiting video usage across the store, and ultimately lowering the product’s value. Performance concerns amplify this issue: if merchants do not trust that videos are optimized and safe for site speed, they avoid using the feature altogether. Improving clarity and performance reassurance was essential to increasing activation, retention, and overall customer satisfaction.

The Goal

What are goals?

What we wanted to improve in the upload and activation experience.

The goal of this project was to make the video upload flow simple, clear, and trustworthy for merchants.

Many users felt unsure about what was happening during upload, so we needed to design a process that showed every step in a predictable way. Another key goal was to reduce performance concerns by reassuring merchants that their videos were optimized and safe for their store. We also wanted to make tagging and activation easier, so users could finish the setup without confusion. Overall, the redesign aimed to help more merchants complete their uploads and successfully activate their video widget.

Design process

Design process

Research & Context Framing

We began by understanding why merchants were struggling with video uploads and activation.
Through merchant interviews, session recordings, and product data analysis, we explored where uncertainty, hesitation, and drop-offs occurred across the upload flow.
At the same time, we worked closely with engineering to understand technical constraints around upload processing, compression, and performance optimization.

Design process

Research Insights

Data from 30+ interviews and session logs identified three primary pain points that directly informed design decisions.

01

Unclear Progress Steps

Observation

Merchants could not tell whether the upload was working, paused, or stuck. Many repeated the upload because the interface did not provide clear status updates or next-step expectations.

Why it matters

Lack of visibility increases anxiety and creates unnecessary friction. This was the most common reason users abandoned the upload flow or tried multiple retries, causing frustration and delay.

User Quote:

I can’t tell if it’s uploading or frozen. Should I start again?

Design Implication

Introduce a clear, step-by-step progress indicator with real-time feedback (upload → processing → compression). This would remove uncertainty and increase trust in the system.

02

Performance Concerns

Observation

Merchants were worried that uploading large videos would slow down their store, negatively impact their Shopify speed score, or affect mobile performance. This fear often stopped them from completing activation.

Why it matters

Performance anxiety directly blocks adoption. Even if the upload worked, merchants hesitated to continue because they felt the risk was too high for their storefront.

User Quote:

I’m worried this video will slow down my store. I can’t afford that.

Design Implication

Add performance reassurance messages explaining how compression works, show optimization in real time, and confirm that videos are safe for store speed. Transparency reduces fear and increases activation.

03

Tagging Confusion

Observation

Users didn’t understand how tags worked or how they affected widget placement. They were unsure where their video would appear, which led to mistakes and incomplete activations.

Why it matters

Incorrect tagging was one of the top causes of broken video placements and support tickets. When users don’t understand the logic, they either give up or activate incorrectly.

User Quote:

Where will this video show up? I’m not sure if I tagged it right.

Design Implication

Simplify tagging with auto-suggestions, clear explanations, and guided steps. Reduce ambiguity so merchants can activate their widget confidently on the first try.

Design process

How I Worked

For this project I followed an end-to-end product design process. I started by understanding merchant needs and current pain points, then moved into mapping the journey, exploring performance-first concepts, and testing the new upload flow with real users before rollout.

Discover

Understanding the problem, merchants’ needs, and performance constraints.

Research

Experience audit, merchant interviews, analytics review.

Design

Exploration, UX flows, performance-first UI decisions.

Test

Prototype validation, A/B testing, iteration.

Launch

Rollout with engineering, monitoring impact and conversions.

Design process

Target Users

Meet the Merchants We designed for a diverse set of Shopify users that shaped the upload and activation experience.

M

Maya – The Solo Business Owner

Manages everything alone in her Shopify boutique.
Small store • Limited time • Needs clarity & simplicity
Who she is
Maya manages every part of her business — uploads, inventory, content, marketing, and customer service.
Goals
Upload videos quickly, activate widgets without stress, and improve product storytelling.
Frustrations
Unclear upload progress, unpredictable processing, confusing tagging, fear of breaking store performance.
Needs
Predictable timing, simple steps, and confidence that video won’t slow down her store.
How our solution helps
Transparent 3-step flow + smart compression + clear tagging = stress-free uploads for Maya.
D

Daniel – The Growth-Focused Marketer

Data-driven and constantly testing new ideas.
Mid-sized store • CRO mindset • Experiment-heavy workflow
Who he is
Daniel runs marketing and conversion optimization for a Shopify brand and tests new media formats frequently.
Goals
Increase engagement, launch campaigns fast, and measure performance impact clearly.
Frustrations
Slow uploads, uncertain processing times, unclear performance impact, lack of analytics visibility.
Needs
Speed, reliability, and a workflow that supports rapid iteration with minimal friction.
How our solution helps
Fast uploads + real-time status + smoother activation let Daniel test video content without delays.
S

Sara – The Performance-Conscious Merchant

Obsessed with speed score and stability.
High-traffic store • Risk-averse • Performance-first
Who she is
Sara runs a premium Shopify store and checks site performance daily, avoiding anything that risks slowing pages.
Goals
Keep store fast, use media safely, and maintain a premium customer experience.
Frustrations
Large videos hurting performance, unclear optimization, and uncertainty about widget impact on speed.
Needs
Technical transparency, performance reassurance, and safe media handling.
How our solution helps
Smart compression + clear performance messaging + optimized delivery help Sara use video confidently.

Design process

Journey Mapping

We mapped the full merchant journey from upload start to widget activation to understand user actions, system states, and decision points across the flow.

Design process

Bottleneck Analysis

After mapping the full merchant journey, we conducted a bottleneck analysis to identify the exact moments where uncertainty, hesitation, and drop-offs occurred during the upload and activation flow.

01

Upload Started — No Clear Progress Feedback

Merchants couldn’t tell whether the upload had started or how long it would take. The interface didn’t show progress or expected timing, making users feel unsure from the very first step.
Effect: Early drop-offs and repeated upload attempts.

02

Processing Stage — Long Wait Without Context

After uploading, merchants saw a “processing” state but didn’t understand what it meant. The system provided no explanation or estimated duration, which made the step feel stuck or unpredictable.
Effect: Users refreshed the page, restarted the flow, or assumed the upload had failed.

03

Compression — No Visibility Into Optimization

During compression, merchants didn’t know why the system was compressing their video or how it affected store performance. The lack of transparency increased anxiety rather than trust.
Effect: Performance concerns increased, causing hesitation before activation.

04

Tagging — Confusing Rules and Unclear Results

Merchants struggled to understand how tags controlled widget placement. They were unsure where their video would appear on the storefront or whether they were tagging correctly.
Effect: Incorrect tagging, broken placements, and incomplete activations.

05

 Activation — Uncertainty About Completion

At the end of the flow, merchants didn’t receive clear confirmation that their widget was activated successfully. They often didn’t know what the next step was.
Effect: Low confidence and increased support tickets.

Mapping the full journey made it clear that merchants were not failing because the feature was complex  they were failing because the system didn’t communicate enough. This directly shaped our redesign priorities: visibility, predictability, and performance reassurance.

Design process

Opportunity Areas

Based on research insights and journey analysis, we identified key opportunity areas where design intervention could have the highest impact.
These opportunities focused on improving system visibility, reducing performance anxiety, and preventing activation errors before they occurred.


null

Make upload progress fully visible and predictable

___________________________
Users needed real-time status,
expected timing, and clear
transitions between upload,
processing, and compression.
null
Reduce perceived performance risk with transparent optimization
______________________________
Merchants required reassurance
that videos would not harm
speed score or storefront performance.
null
Simplify tagging to ensure correct and confident widget activation
_______________________
Users needed a guided,
error-proof tagging experience
so they could reliably activate
their videos on the first attempt.

Design Strategy

Our redesign followed a performance-first strategy. The goal was to help merchants feel safe, confident, and in control while uploading their videos. We focused on making the experience clear, fast, and easy to understand.

Make each step clear and predictable

Merchants should always know what is happening. We created a simple, step-by-step flow so they can see the upload, processing, and tagging stages without feeling confused.

Reduce mental effort with simple actions

The old flow felt heavy and confusing. We redesigned it so merchants complete one clear action at a time. This helps them move forward faster and with less stress.

Build trust with real-time performance updates

Many merchants worried that videos would slow down their store. To fix this, we added real-time messages that show compression progress and confirm that the video will not harm performance.

Support fast and correct activation with guided tagging

Tagging was one of the main problems. We added auto-suggested tags and clear instructions so merchants can activate the widget quickly and avoid mistakes.

Every step visible and predictable

Make each step clear and predictable

Merchants should always know what is happening. We created a simple, step-by-step flow so they can see the upload, processing, and tagging stages without feeling confused.

Reduce mental effort

Reduce mental effort with simple actions

The old flow felt heavy and confusing. We redesigned it so merchants complete one clear action at a time. This helps them move forward faster and with less stress.

Real-time performance updates

Build trust with real-time performance updates

Many merchants worried that videos would slow down their store. To fix this, we added real-time messages that show compression progress and confirm that the video will not harm performance.

Correct activation with guided

Support fast and correct activation with guided tagging

Tagging was one of the main problems. We added auto-suggested tags and clear instructions so merchants can activate the widget quickly and avoid mistakes.

In the end, every design decision had one purpose:
Make the upload experience simple, predictable, and stress-free, so merchants feel confident from the first step to the final activation.

Dsign Consistency with Polaris

To ensure a native, seamless experience within the Shopify ecosystem, our design team adopted the Polaris Design System as the foundation for all UI decisions. Polaris provided a shared language between design and development, allowing us to move faster, stay aligned, and maintain a high level of consistency across the app.

How Polaris Helped:
→We used Polaris components (buttons, banners, modals, typography, etc.) to align the interface with Shopify’s visual and interaction standards.
→By leveraging Polaris spacing, color tokens, and responsive breakpoints, we ensured that the app looked and felt familiar to merchants.
→For custom elements like the compression slider and performance dashboard, we extended Polaris styles to maintain visual harmony while addressing unique product needs.
→Working within Polaris allowed us to reduce design-developer friction, speed up implementation, and deliver a UI that merchants could trust  because it felt like a natural extension of the Shopify admin.

UI implementation using Polaris Page layout, Buttons, and Typography for native Shopify integration

Customer Outcomes

How Their Experience Improves

This section shows how merchants’ workflow, confidence, and environment transform after using the redesigned upload experience. It highlights what they can now do easily, what frustrations disappear, and how their overall interaction becomes smoother and more predictable.

What can they do now?

Upload videos confidently without guessing progress.
Activate video widgets in minutes instead of hours.
Trust that videos won’t slow down their store.

What can they finally avoid?

Refreshing the page to check if the upload is stuck.
Worrying about performance impact on their store.
Troubleshooting confusing tagging or invisible processing steps.

How did their environment improve?

My workflow feels predictable and transparent.
I feel in control instead of overwhelmed.
Upload anxiety is replaced with clarity and trust.

Results

Design process

Metrics

The redesign delivered substantial improvements across clarity, performance confidence, and completion rates. By making each stage transparent and predictable, merchants were able to complete the flow without confusion or hesitation.

Results were measured through A/B testing, session analysis, and post-release support data.

User Behavior Impact

+
0
%

Upload-to-Activation Conversion Increased

 

Clearer system states, real-time progress, and predictable transitions reduced user drop-offs.
Before: Many merchants abandoned the flow during upload or processing.
After: More merchants completed the flow and activated their video widgets.

+
0
%

Merchant Confidence & Satisfaction Increased

Post-release user feedback highlighted:
A clearer understanding of each upload stage
Higher trust in system behavior
A predictable, low-stress workflow

+
0
%

Upload Retries Dropped

Most retries were previously caused by uncertainty during upload and processing.
After redesign: Merchants no longer restarted the flow due to unclear or missing feedback.

-
0
%

Performance Concerns Reduced

Transparent compression messaging helped merchants trust that videos were optimized for speed.
Impact: More merchants were willing to use videos across their storefront.

Operational Impact

+
0
%

Support Tickets Related to Upload & Tagging Dropped

The majority of tickets previously came from unclear steps or incorrect tagging.

Impact: Lower operational load for the support team and fewer friction points for merchants.

-
0
%

Tagging Errors Decreased

Guided tagging, auto-suggestions, and inline explanations drastically reduced incorrect placements.
Impact: Fewer broken widgets and fewer incomplete activations.

Quote from merchant feedback:


“The new flow feels smoother and I always know what’s happening. It’s much easier to activate videos now.”

Lessons & Learnings

01

Clear system feedback matters more than raw speedn

Merchants felt more confident when each upload state was clearly communicated, even if processing took slightly longer.

02

Performance anxiety can block adoption before real issues occur

Lack of transparency during compression increased hesitation, while real-time reassurance helped merchants proceed with activation.

03

 Users fail when systems are silent, not when features are complex

Most drop-offs happened when the interface did not explain what was happening during upload and processing.

04

Guided flows outperform flexible but unclear setups

Tagging errors dropped significantly once rules were explained through guided steps instead of free-form choices.

05

UI must reflect real backend states to build trust

Aligning UI states with actual upload, processing, and compression behavior reduced retries and failed activations.

06

Preventing errors is more effective than fixing them later

Designing for correct first-time activation reduced support tickets and removed the need for post-setup troubleshooting.