Enabling guardians to join Plurall and follow students’ progress

Registration had to respect school policies and existing technical limits while securely connecting guardians to students. We introduced self-service registration and bulk invitations.

Role
Product designer
Timeline
2 weeks · 2024
Scope
Guardian registration and onboarding
Teams involved
Engineers, business leaders, data, marketing, and customer success

At a glance

Plurall wanted to expand guardian participation and create new opportunities for families, but joining depended largely on students registering guardians or school staff adding them one by one. I worked with the Onboarding and Management team to understand both routes, adapt an existing student code into a secure self-service journey, and make school invitations easier to manage. We tested the experience with more than 200 participants. After launch, guardian registrations grew 96% compared with the same period a year earlier.

Listen to the project story
Year-over-year registration growth
96%
New guardians during the off-peak season
180K+
Growth over the previous version in 3 months
33%

Guardians mattered to schools and the business

Guardians are central to the school journey. They follow students' progress, support learning at home, and help schools maintain stronger relationships with families.

For SOMOS Educação, which developed Plurall and also owned schools, reaching more guardians was a strategic move to support student retention at those schools. The company aimed to grow Plurall's guardian base by 20% and planned new materials and features for guardians to create more opportunities for B2C revenue.

Research exposed two enrollment barriers

User interviews, feedback analysis, and a review of the existing journey showed that students could register guardians, but many skipped the step, assumed their guardians would not be interested, or avoided sharing access to their grades. Guardians could also ask a teacher or school director for access.

Neither route was easy to scale. Guardians depended on a student taking action or on school staff adding them individually. The barrier was not just the registration form; it was how access began.

The previous journey relied on students registering guardians or schools adding them individually.

The problem extended into school onboarding

Student behavior was only part of the problem. Through interviews, feedback analysis, and workshops with school directors and internal stakeholders, we learned that many schools did not consistently introduce guardians to Plurall during onboarding. Some guardians did not even know the platform existed.

We also revisited how teachers and directors brought guardians into the product. When a guardian asked the school for access, staff had to add them one by one. We needed to address both the awareness gap and the effort required to invite families at scale.

Research connected the student invitation problem with gaps in school onboarding.
The existing ecosystem excluded guardians at more than one point in the journey.

The journey had to be simple and secure

A self-service route needed to work for guardians with different levels of technical confidence. Students had to be able to find the connection information in their own accounts, while guardians needed a secure way to connect to the correct student from a different account or device.

We also needed to make school-assisted invitations simpler without conflicting with school policies or the platform's technical limits. Guardians should not have to rely on one route alone.

The experience had to balance accessibility, security, school policies, and existing technical limits.

Workshops opened up a simpler path

Research shifted the question from how to improve student invitations to how guardians could join on their own and how schools could invite them at scale. We ran workshops with stakeholders and the cross-functional team so each group could share its knowledge of families, schools, the business, and the platform.

The sessions produced several approaches. One suggestion from the technical team stood out: we might be able to use something already in the ecosystem to connect guardians with students, avoiding a much larger build.

Stakeholder and team workshops explored self-service registration and scalable school invitations.

An existing code enabled independent registration

Following the technical team's idea, we found that every student already had a unique identification code in their account. It was underused, but could securely connect a guardian and student without requiring the student to register the guardian.

We worked with Engineering and stakeholders to adapt the code for registration, making it shorter, easier for students to find and share, and simpler for guardians to enter. Guardians could then create their own accounts and connect with students without waiting for an invitation.

The solution used an existing part of the ecosystem rather than introducing an entirely new verification system. That reduced technical complexity while removing the journey's primary dependency.

An existing student code became the secure connection between guardians and students.

Testing refined the journey

We tested the journey remotely with more than 200 participants through Maze. The study helped us identify where guardians hesitated, misunderstood instructions, or struggled to enter and validate the student code.

We also checked the handoff between accounts and devices: whether students could find the code, guardians could use it from their own account, and the connection reached the right student. We used what we learned to simplify the language and clarify steps on both sides of the journey.

Remote testing examined guardian registration and the student-code handoff.

Two simpler ways for guardians to join

Guardians could create their own accounts and use the adapted student code to connect with the right student. Clear instructions helped them complete the flow without relying on someone else to register them.

Teachers and directors could upload a list of guardians and send invitations in bulk instead of adding them one by one. Families now had two routes: join independently or receive an invitation from their school.

The redesigned journey gave guardians a direct way to create an account.
Students could find and share their code, which guardians used to connect their accounts.
Schools could upload a guardian list and send invitations in bulk.

Communication brought the new journey to families

I took part in initiatives with schools to explain why guardian participation mattered and how staff could share the new routes with families. We also worked with Marketing on social media and educational content that explained why guardians should join Plurall and how to register.

School outreach and Marketing helped families understand why and how to join Plurall.

The new journey expanded guardian participation

Guardian registrations increased 96% compared with the same period the previous year. More than 180,000 guardians registered during the off-peak season.

Over its first three months, the new journey recorded 33% more guardian registrations than the previous version. These registration gains supported Plurall's goal of expanding the guardian base and created a stronger foundation for family engagement.

The growth opened a separate project focused on what happened after guardians joined: how to improve retention and engagement, and how to offer relevant materials and features to the new families coming into Plurall.

Guardian registration growth after the new journey launched.

The whole entry journey had to work together

Improving the registration form alone would not have solved the problem. Students could miss or avoid invitations, school staff had to add guardians individually, and some families did not know Plurall existed.

The student code gave guardians an independent route, while bulk invitations and school outreach made the assisted route easier to use and discover. Connecting these parts of the journey gave more families a practical way into Plurall.