Redesigning search and filters to keep trial users

PredictHQ sells event intelligence to companies that need to forecast demand. Retailers, airlines, delivery networks. Event search is the first thing a trial user touches, and it had not been reworked in years while the business around it changed completely.

I was Senior UX/UI Designer on the project, working closely with the tech lead. I ran the research, orchestrated the redesign, supported developers through building it. The free trial is how the company generates leads, so a confusing first experience of searching for events costs real money.

Senior UX/UI Designer
B2B SaaS
Search and filtering
Usability testing
Prototyping

Filters are a trap in both directions

Filters set hard boundaries. Offer too few and people drown in irrelevant events. Offer too many and they land on zero results and leave. The old search sat badly on both sides: eight filters visible by default, none of them applied until you pressed a separate Search button, and an export control tucked away from everything it related to.

Trial users were the ones paying for it. They arrive without a mental model of the product, run one search, and decide. A bad first search reads as a bad product.

Heuristic audit of the original event search, annotated with five usability problems
My heuristic pass over the old search. I wrote these as claims to be proven wrong rather than conclusions, then took each one into testing. Most held up. One turned out to matter far more than I had ranked it.
Method

Four sources, one picture

Before designing anything I wanted the problem described four different ways. I started with Vitaly Friedman's research on filtering patterns so I was not reinventing solved problems, then went looking for what was specific to us.

Eight moderated sessions

Run over Zoom, recruited through our network and paid in Uber Eats vouchers. Each person signed up, found a specific event, filtered to something useful, and exported it.

Behavioural analytics

Which filters people actually touched, and which sat unused, pulled from Heap, which records every click automatically so past behaviour can be queried without defining events in advance.

Stakeholder interviews

Frequent users, plus developers, marketing, product and the CEO, so the requirements reflected the business as well as the sessions.

The finding that mattered

Seven of eight participants typed a new location into a field that only searched locations they had already saved. Every one of them got zero results and assumed the product had no data for their city.

One of the sessions. The participant opens Locations, types a new address, and the field answers that nothing matches. It only ever searched places already saved to the account, and nothing on screen said so.
Other findings

What else the eight sessions turned up

7 of 8
Expected filters to apply and save themselves, with no separate Search button
6 of 8
Could not explain what PredictHQ's terms Rank, PHQ Attendance or Labels meant
5 of 8
Found exporting confusing, mostly because the controls were scattered
3 of 8
Hit errors in location autosuggestion partway through typing
Validation

Tested before anything was built

I put an interactive Figma prototype in front of some of the original participants and a few new ones. Short sessions, a written script, no ceremony.

Most people got through every task without help, and the CEO expanded the scope off the back of watching it. What it walks through is the three changes below, running end to end.

Proposal

The three changes I proposed

Each one answers something the sessions turned up, and all three are in the prototype above.

1
2
3
01
Location

One location field instead of three tabs

Street addresses, places and saved locations now resolve in a single field. The tabbed split existed because of how the data was stored, not how anyone searches. Saved locations still exist, they are just results in the same list rather than a separate tab you had to know about.

Location filter merged into one field searching addresses, places and saved locations
02
Filters

Filters apply the moment you change them

Results update immediately, so the boundary you set and the results you see never disagree. The separate Search button is gone. This was the hardest change technically, and the tech lead and I worked out what was achievable in the timeframe together.

The redesigned event search page with a single filter row and results updating immediately
03
Clutter

Fewer filters up front, the rest behind More filters

A new user sees four controls, not eight. Categories became groups you can toggle whole, instead of nineteen individual checkboxes, and tooltips carry the definitions people could not guess. Export moved next to the results it exports, and empty states now say whether it was the filters or a plan limit that returned nothing.

Categories filter with grouped checkboxes and tooltips on category types
The redesigned event search, annotated with five corresponding fixes
The same audit, run again over the shipped design. Every annotation on the first diagram has a counterpart here.
Outcome

Trial users came back

People did not start using filters because anyone told them to. They used them because filters stopped being a commitment you had to confirm before seeing anything.

32%

Better one-week retention

Trial users came back to search within a week of signing up

34.8%

Of trial searches used filters

Up from 18 percent before the redesign

What I took from it

The lesson I keep is about ranking. My heuristic audit had the location tabs down as a moderate annoyance. Eight sessions moved it to the top of the list, because frequency of failure matters more than severity in the abstract.

Let's chat

I’m always open to meeting fellow designers, product leads, or anyone passionate about the intersection of design and technology.