Note: Originally discussed in this thread, and formally proposed in this P/S. Most recent discussion is here. Issued moved from E/E repo here.
Strategy:
To expand into the "blue ocean" of untapped customers, we need a tool that is not only more powerful than currently available, but also lower cost. The key to lowering the cost of acquiring and retaining customers is building a product that is intuitive from the very first moment.
Background:
The Inbox is designed to show you what you need to do next. It does that by highlighting reports with actions that need to be taken using a :greenlight: GBR or 🔴 RBR. We recently updated all badge designs in anticipation of this: #81993 (comment). We also recently updated the response of OpenApp/ReconnectApp to return all expense reports that have outstanding GBRs/RBRs.
Problem:
When an average user looks at a GBR/RBR in the Inbox, they often don't realize they are supposed to tap it or why, resulting in low clickthrough, engagement, and conversion.
Solution:
Replace GBR/RBR dots with an "action badge" that replaces the "green/red dot" with a colored "verb" that represents what needs to happen. This makes badge look more like a button (and FullStory shows that people tend to click on badges in the LHN even if they don't understand what they do). The goal of both is that we get greater clickthrough, enabling more people to see and thus engage with the final task the GBR/RBR is promoting. More specifically:
- Find the logic that chooses whether to render a GBR/RBR dot.
- Find the cause of the GBR/RBR:
- If it's a workspace chat, find the oldest report that has a GBR/RBR
- Otherwise find the oldest error that has a RBR
- Otherwise check if it's pinned
- Replace the GBR/RBR dot with a "badge" representing whatever action needs to be taken on that report
- GBRs:
Submit, Approve, Pay
- RBRs:
Fix
- When the row is pressed, deep link to the report preview or message that caused that GBR/RBR
Issue Owner
Current Issue Owner: @Pujan92
Note: Originally discussed in this thread, and formally proposed in this P/S. Most recent discussion is here. Issued moved from E/E repo here.
Strategy:
To expand into the "blue ocean" of untapped customers, we need a tool that is not only more powerful than currently available, but also lower cost. The key to lowering the cost of acquiring and retaining customers is building a product that is intuitive from the very first moment.
Background:
The Inbox is designed to show you what you need to do next. It does that by highlighting reports with actions that need to be taken using a :greenlight: GBR or 🔴 RBR. We recently updated all badge designs in anticipation of this: #81993 (comment). We also recently updated the response of
OpenApp/ReconnectAppto return all expense reports that have outstanding GBRs/RBRs.Problem:
When an average user looks at a GBR/RBR in the Inbox, they often don't realize they are supposed to tap it or why, resulting in low clickthrough, engagement, and conversion.
Solution:
Replace GBR/RBR dots with an "action badge" that replaces the "green/red dot" with a colored "verb" that represents what needs to happen. This makes badge look more like a button (and FullStory shows that people tend to click on badges in the LHN even if they don't understand what they do). The goal of both is that we get greater clickthrough, enabling more people to see and thus engage with the final task the GBR/RBR is promoting. More specifically:
Submit,Approve,PayFixIssue Owner
Current Issue Owner: @Pujan92