Dynamic Lists Redesign
Opportunity
The Dynamic List Builder is a critical tool for Carta’s Marketing and Newsroom teams, but the original experience was complex and difficult to navigate—especially for non-technical users. Logic was buried in nested blocks, queries were hard to scan or edit, and the interface lacked visual consistency with the rest of Carta’s tools. As a result, building lists felt time-consuming, error-prone, and disconnected from the rest of the user experience.
Through workshops and user interviews, we found even experienced users relied on workarounds and struggled to troubleshoot issues. There was no quick way to preview queries or understand how a list impacted other campaigns, adding unnecessary friction to daily workflows. We set out to redesign the experience to be more intuitive, readable, and aligned with how users actually work.
Approach
The Dynamic List Builder is a critical tool for Carta’s Marketing and Newsroom teams, but the original experience was complex and difficult to navigate—especially for non-technical users. Logic was buried in nested blocks, queries were hard to scan or edit, and the interface lacked visual consistency with the rest of Carta’s tools. As a result, building lists felt time-consuming, error-prone, and disconnected from the rest of the user experience.
New Features
Summary View
I designed the Summary View feature to address a major usability gap: users had no way to see their entire dynamic list at a glance. Building complex queries often meant digging through layers of nested logic, making it difficult to catch errors or understand how conditions were structured. Summary View solves this by offering a clear, high-level overview of the full list logic in one place. It allows users to quickly scan, verify, and navigate their queries with confidence—dramatically improving usability and making list-building more approachable for both technical and non-technical users.
List Details Tab
I designed the List Details section to give users clearer visibility into how their dynamic lists are used across Carta. It surfaces essential metadata and introduces a new feature that shows every campaign, workflow, or list that references the dynamic list—helping users assess the impact of changes before editing. A searchable list of included emails also makes it easy to troubleshoot and validate list membership. This section adds much-needed transparency and supports more confident, informed decision-making.
Result
The Dynamic List Builder is a critical tool for Carta’s Marketing and Newsroom teams, but the original experience was complex and difficult to navigate—especially for non-technical users. Logic was buried in nested blocks, queries were hard to scan or edit, and the interface lacked visual consistency with the rest of Carta’s tools. As a result, building lists felt time-consuming, error-prone, and disconnected from the rest of the user experience.
Through workshops and user interviews, we found even experienced users relied on workarounds and struggled to troubleshoot issues. There was no quick way to preview queries or understand how a list impacted other campaigns, adding unnecessary friction to daily workflows. We set out to redesign the experience to be more intuitive, readable, and aligned with how users actually work.