Maestro Roles Overview

   MaestroThe UI design product.  |    Form Builder Template Designer |  All versions This feature is related to all versions.

Although a single person is capable of creating a form with Journey Maestro, we generally recommend that at least two people are involved in the form creation process. We refer to these people as the Template Designer and the Form Builder.

Template Designer

Template Designers are responsible for how the form looks. They're the ones creating the graphics, choosing the colors, and making sure the final result is pixel-perfect, works across a range of display sizes, and follows the organization's style guides.

An effective Template Designer asks the following questions:

• What are the best ways to communicate meaning through color, layout, and typography?
• Can users with disabilities navigate the design? Or is it biased toward the able-bodied?
• How adaptable is the design to alternative contexts, such as different products or white-labeling opportunities?

If a form doesn't look good, the Template Designer will need to go back to the drawing board.

Form Builder

Form Builders are responsible for how the form feels. They're the ones laying out the fields, defining how the fields are validated, and constructing the overarching journey the users take while completing the form.

An effective Form Builder asks the following questions:

• Do the field validations work as expected?
• Are any of the steps confusing? Can they be made simpler?
• How can users be motivated to complete the form?

If the form isn't performing as expected — if user abandonment is high, for instance — the Form Builder will be the one taking the heat.

We suggest splitting the form development process between these roles because, while the roles are related, designing how a form looks and how a form functions are distinct tasks that require distinct skills. Even if someone in your organization has the skills to handle both of them, our experience suggests that it's difficult to effectively prioritize both tasks. It seems inevitable that the look or function of the form will suffer if both takes are handled by the same individual.

Next, learn about Maestro organizations.