Home is a key landing spot for new sign-ups, though it doesn't currently support user onboarding in any way. This was initially to let other experiments (such as putting users directly in the workspace editor) run their course. Now that those have, and haven't materially changed onboarding, it's time to start experimenting. We've already added onboarding for the "manage my team" intent. Now we're going to add one for "track" as well.
These are the product and design details for this initiative, which will be run as an experiment. We'll continue to iterate via A//B testing.
Basics and ordering
- The slot title is
Getting started
- On desktop, it always appears in the right column (second spot below the free trial slot)
- On mobile,
Getting started is prioritized in the fourth position (below For you in the third position)
- This project works alongside whatever onboarding changes we make and experiment with for Concierge Anywhere. Not everyone learns the same, tries out the product the same, and so forth. So minimally
Getting started serves to orientate the user on what they need to do, if they aren't sure.
Visibility
- Only applies to new sign-ups and active trials. This function should cover when to show vs not.
- Only applies to the "track and budget my expenses" onboarding intent.
- If a user passes 60 days and still has unfinished tasks, we'll hide the getting started slot. This handles cases where a user changes their mind on what they'd like to set up, or never comes back into the app.
To-dos
- We'll use a "checkbox" pattern, but this is purely for the visual treatment. There are no saved states for checked/unchecked
- Clicking anywhere on a to-do row takes the user to the product feature we want them to configure
- We'll show three to-dos, based on the following logic:
Create a workspace - always checked off for the "track and budget my expenses" intent. (Not currently the case, but will be soon, since we'll create a workspace for all track).Customize accounting categories - Clicking this row navigates to the /categories route in the workspace editor. This row is automatically checked when the workspace has at least one, non-default category.Invite your accountant - Clicking this row navigates to the /members route in the workspace editor. The row is automatically checked when the member has at least two members.
Those should be the main considerations, though let's update the OP as we think of more considerations.
Issue Owner
Current Issue Owner: @JmillsExpensify
Home is a key landing spot for new sign-ups, though it doesn't currently support user onboarding in any way. This was initially to let other experiments (such as putting users directly in the workspace editor) run their course. Now that those have, and haven't materially changed onboarding, it's time to start experimenting. We've already added onboarding for the "manage my team" intent. Now we're going to add one for "track" as well.
These are the product and design details for this initiative, which will be run as an experiment. We'll continue to iterate via A//B testing.
Basics and ordering
Getting startedGetting startedis prioritized in the fourth position (belowFor youin the third position)Getting startedserves to orientate the user on what they need to do, if they aren't sure.Visibility
To-dos
Create a workspace- always checked off for the "track and budget my expenses" intent. (Not currently the case, but will be soon, since we'll create a workspace for all track).Customize accounting categories- Clicking this row navigates to the /categories route in the workspace editor. This row is automatically checked when the workspace has at least one, non-default category.Invite your accountant- Clicking this row navigates to the /members route in the workspace editor. The row is automatically checked when the member has at least two members.Those should be the main considerations, though let's update the OP as we think of more considerations.
Issue Owner
Current Issue Owner: @JmillsExpensify