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Rethink activation experience (onboarding & event ingestion) #2822

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paolodamico opened this issue Dec 18, 2020 · 2 comments · Fixed by #3174
Closed

Rethink activation experience (onboarding & event ingestion) #2822

paolodamico opened this issue Dec 18, 2020 · 2 comments · Fixed by #3174
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design Issues that need a designer's attention

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@paolodamico
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paolodamico commented Dec 18, 2020

Following (and superseding) #1408, #1504 & #1547, a lot has happened since then. The designs (and assumptions) we had are now a bit outdated. We need to revisit the original designs, and rethink the experience based on the new information we have and the new design strategy.

This will have a huge impact on activation (and therefore retention), as of today, about ~40%+ of our customers don't activate well (retained only the first week).

This issue is intended for ideas, discussion and design feedback. Once we have a draft design, we can move implementation to a separate issue (or PR).

@paolodamico
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Another relevant piece of information. Watching some session recordings (saw a user attempting to find something around this), I remembered that one of the key reasons we separated "Live" and "Just experimenting" modes in preflight was to speed up the process of getting an instance up and running. We should consider this when revamping this process.

@paolodamico
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paolodamico commented Jan 15, 2021

Some random thoughts to consider: inviting your team members, users Slack invite, #2287, enabling & showcasing session recording on onboarding, after ingestion process, adding more instructions / simple tutorial to key pages (like we have for the actions page).

macobo pushed a commit that referenced this issue Jan 27, 2021
* refactor Signup location

* personalization route stub

* radio buttons base UI

* select radio options

* continue button

* save personalization state

* report personalization answers to PH

* all data & nicer UI

* mark personalization completed on DB

* cannot complete personalization twice

* rename components

* more fixes

* undo completed_personalization as per discussion, @macobo's PR coming

* fix ts
paolodamico added a commit that referenced this issue Jan 28, 2021
This was referenced Feb 16, 2021
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