The Happy Planner

Empowering Growth for The Happy Planner with Shopify Plus- Case Study

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Overview

The Happy Planner® is a brand dedicated to inspiring creativity and organization through customizable, disc-bound planners, sticker books, and a range of organizational accessories. The project focused on developing a highly customized Shopify Plus website and integrating advanced functionalities to enhance user experience and streamline business operations. To further elevate the shopping experience, the project further involved the implementation of several tailored features.

Each implemented feature was designed to create a seamless, engaging, and inspiring shopping journey that reflects the brand’s mission to empower customers in their daily planning and creativity. The project involved a high level of customization, including advanced scripting for shipping rates, automated content management, and exclusive customer access features, which challenged us to push the limits of what Shopify Plus could deliver.

About The Happy Planner

The Happy Planner® is known for its unique line of disc-bound planners, notebooks, journals, and scrapbooking stickers, which are highly popular and demanded among customers. As the brand expanded, it forged partnerships with notable collaborators, including Disney, and added new product lines to meet growing customer demand. The company has further evolved into "Happy Brands," aiming to broaden its lifestyle appeal while preserving its founders' vision.

Project Goal

The primary goal of the project was to optimize the Shopify Plus website with tailored solutions that met the unique needs. It involved customization of various sections to support the logistics and product features, including managing shipping rates based on customer location and enhancing the shopping experience with interactive elements like automated banners and a free shipping progress bar.

The major objectives of this project included streamlining operational processes, automating key functions, and enhancing site features to boost customer engagement and retention. Creating features for custom search, personalization, and early access to further enhance their experience was also a priority for our developers. Overall, the focus was on developing a scalable, robust platform to support the continued growth of the brand.

Our Approach and Solutions

Our team of experienced developers implemented a suite of functionalities to achieve the client’s objectives that involved both new feature development and ongoing enhancements to support the brand’s growth in the e-commerce space. Let us explore the key features we developed for The Happy Planner.

Shipping Customization Scripts

Our team developed scripts to address complex shipping scenarios such as dual shipping rates, by automatically adjusting rates based on location and hiding expedited shipping options for PO Box addresses. We also fine-tuned location-based conditions to ensure customers receive accurate shipping costs, improving order reliability and customer satisfaction.

Overall Collaboration and Experience

Working with The Happy Planner on this Shopify Plus project was a rewarding experience that allowed our team to innovate and explore new solutions tailored to the needs of a creative and rapidly growing brand. From the beginning, The Happy Planner team was open to collaboration, bringing a clear vision for the platform while trusting us to bring that vision to life.

Throughout the project, our team maintained an open line of communication with The Happy Planner, ensuring that each functionality was tested thoroughly to meet quality standards and user expectations. This close partnership allowed us to quickly adapt to feedback, refine features, and address any challenges in real time. As a result, we were able to execute a platform that not only met The Happy Planner's immediate business needs but also provided a seamless, enjoyable shopping experience for their customers.

The End Result

The final result was a highly customized, user-friendly Shopify Plus site that perfectly aligned with The Happy Planner's brand identity and growth objectives. The platform now includes tailored features like a streamlined shipping setup, a personalized planner builder, SKU-based predictive search, and automated banner management, all of which enhance both backend efficiency and the front-end user experience. As a result, the client experienced an 18% increase in sales, driven by the enhanced user experience, streamlined processes, and targeted customization of the Shopify Plus site.

The website serves as a robust foundation that can easily scale with The Happy Planner’s future growth, equipped with the flexibility and functionality to meet their evolving needs. Our team played a pivotal role in the development and customization of the site, delivering targeted solutions to enhance user engagement and streamline operational processes.

USP

A Shopify Plus solution that improves customer engagement, boosts operational efficiency, and drives growth through custom, interactive shopping features.