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[Hold #40066] [Guided Setup] [CVP] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. #42218

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danielrvidal opened this issue May 15, 2024 · 21 comments
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Daily KSv2 External Added to denote the issue can be worked on by a contributor Overdue

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@danielrvidal
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danielrvidal commented May 15, 2024

Problem: When users sign up for NewDot on mobile, they are dropped into the chat list and have a lot of options to click. We have invested in onboarding to give the users instructions on what to do based on their intentions. We currently put in a GBR but even that leaves it up to chance they might not click the GBR and learn how to use the app. If we do not make it very clear what to do next upon sign-up, we risk the chance of converting the user.

Solution: For new users on NewDot who sign up via mobile, add an animated tool tip so it is very clear what to do next. It would look like this:

CleanShot 2024-05-14 at 07 34 29

For note, web does not need to do this because we open up and show the LHN AND have the chat open already.

Original discussion here: https://expensify.slack.com/archives/C03TBKRSB/p1715806228356299?thread_ts=1715040142.903759&cid=C03TBKRSB

cc @anmurali @dubielzyk-expensify @trjExpensify

Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~018075b7c8b5ef5a84
  • Upwork Job ID: 1793677041663877120
  • Last Price Increase: 2024-05-23
  • Automatic offers:
    • dukenv0307 | Reviewer | 102451041
    • tienifr | Contributor | 102451045
Issue OwnerCurrent Issue Owner: @dukenv0307
@danielrvidal danielrvidal self-assigned this May 15, 2024
@danielrvidal danielrvidal added the Weekly KSv2 label May 15, 2024
@jamesdeanexpensify
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Would love to make the tool tip shorter, just Get started here!

@danielrvidal danielrvidal added the Planning Changes still in the thought process label May 15, 2024
@trjExpensify
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Awesome! We're implementing the bones of this educational tooltip component for mobile in this PR for the quick action, so hopefully it can be reusable very easily for this purpose. CC: @tienifr

@dubielzyk-expensify
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Would love to make the tool tip shorter, just Get started here!

Yes please!

so hopefully it can be reusable very easily for this purpose.

Yeah that was my hope too. I've added some clarifying questions to ensure we can at least adjust the positioning as that'll be different for this issue

@danielrvidal
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danielrvidal commented May 23, 2024

@tienifr the copy and issue is not ready for you to work on. Taking it off hold/planning.

English:

Get started here!

Spanish:

¡Comienza aquí!

@danielrvidal danielrvidal added External Added to denote the issue can be worked on by a contributor and removed Planning Changes still in the thought process labels May 23, 2024
@melvin-bot melvin-bot bot changed the title [HOLD] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. [$250] [HOLD] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. May 23, 2024
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melvin-bot bot commented May 23, 2024

Job added to Upwork: https://www.upwork.com/jobs/~018075b7c8b5ef5a84

@melvin-bot melvin-bot bot added the Help Wanted Apply this label when an issue is open to proposals by contributors label May 23, 2024
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melvin-bot bot commented May 23, 2024

Triggered auto assignment to Contributor-plus team member for initial proposal review - @dukenv0307 (External)

@melvin-bot melvin-bot bot added Daily KSv2 and removed Weekly KSv2 labels May 23, 2024
@danielrvidal danielrvidal changed the title [$250] [HOLD] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. May 23, 2024
@trjExpensify trjExpensify changed the title Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. [CVP] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. May 23, 2024
@trjExpensify
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trjExpensify commented May 23, 2024

Going to assign this to @tienifr and take off the Help wanted label as it'll be a follow-up to #40066

Let's still get a proposal for it reviewed by @dukenv0307 when the time is right, but let's please complete the OG PR as a priority. 👍

Edit: @tienifr needs to comment on this issue first before I can assign.

@trjExpensify trjExpensify removed the Help Wanted Apply this label when an issue is open to proposals by contributors label May 23, 2024
@tienifr
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tienifr commented May 24, 2024

@trjExpensify I'm here

@trjExpensify
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Perfect, thanks. Assigned!

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melvin-bot bot commented May 24, 2024

📣 @dukenv0307 🎉 An offer has been automatically sent to your Upwork account for the Reviewer role 🎉 Thanks for contributing to the Expensify app!

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melvin-bot bot commented May 24, 2024

📣 @tienifr 🎉 An offer has been automatically sent to your Upwork account for the Contributor role 🎉 Thanks for contributing to the Expensify app!

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Please accept the offer and leave a comment on the Github issue letting us know when we can expect a PR to be ready for review 🧑‍💻
Keep in mind: Code of Conduct | Contributing 📖

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melvin-bot bot commented May 27, 2024

@danielrvidal, @tienifr, @dukenv0307 Whoops! This issue is 2 days overdue. Let's get this updated quick!

@melvin-bot melvin-bot bot added the Overdue label May 27, 2024
@danielrvidal
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Hey team, any update on when we think we'll get to this one?

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melvin-bot bot commented May 29, 2024

@danielrvidal, @tienifr, @dukenv0307 Huh... This is 4 days overdue. Who can take care of this?

@danielrvidal
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@dukenv0307 @tienifr what is the update on this one?

@tienifr
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tienifr commented May 31, 2024

We're still working on the original PR. Progress on that PR would much speed up the work in this issue so it definitely won't waste time to hold for that.

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melvin-bot bot commented May 31, 2024

@danielrvidal, @tienifr, @dukenv0307 6 days overdue. This is scarier than being forced to listen to Vogon poetry!

@danielrvidal
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Got it, makes sense. Thank you for the update!

@trjExpensify trjExpensify changed the title [CVP] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. [Guided Setup] [CVP] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. Jun 3, 2024
@trjExpensify trjExpensify changed the title [Guided Setup] [CVP] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. [Hold #40066] [Guided Setup] [CVP] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. Jun 3, 2024
@danielrvidal
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Just noting that we're still waiting on @tienifr to finished the issue linked early so we're holding.

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melvin-bot bot commented Jun 4, 2024

@danielrvidal, @tienifr, @dukenv0307 10 days overdue. I'm getting more depressed than Marvin.

@danielrvidal
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Not sure why Melvin is freaking out here. We're still on hold.

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