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[HOLD for payment 2022-05-20] Present all main CTAs in NewDot as green buttons to encourage engagement #7706
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Triggered auto assignment to @michelle-thompson ( |
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Quick Slack discussion here |
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Not overdue. I think the design is finalized here, cc @kevinksullivan - what are the next steps? |
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Thanks @michelle-thompson @shawnborton . Went ahead and updated the mocks in the OP. Let me know if I am missing anything. |
Looks good to get this thing started, we can add more comments regarding design/spacing/etc once it is being implemented. |
Invited @thesahindia and @rushatgabhane to the job on Upwork, please accept when you get a chance! |
Hi @thesahindia, can you update on progress here? |
📣 @thesahindia You have been assigned to this job by @stephanieelliott! |
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@thesahindia no, I don't believe so. Thanks for asking |
@rushatgabhane is correct |
I couldn't find this one. On which page can I find this? |
I have no idea either. @NikkiWines could you please help us with the steps to get to this flow? |
Hmm, I think that references to the following view - which i got to by signing up with a personal email, adding a workspace, and then trying to add a bank account via Plaid. cc: @kevinksullivan since you made this issue, can you clarify the steps needed to get to the following flow?
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You are correct @NikkiWines . I updated the steps that you pasted above, but they largely say the same thing:
Let me know if this is still unclear or if I can make it clearer @rushatgabhane @thesahindia |
Nope, this is fine. |
bump @michelle-thompson |
I'm so sorry for the delay, here's the icon: |
@thesahindia made some updates, can you please use this icon instead? |
Eeep 😬 just took the screenshots. Will change it. |
Thank you! |
Changes requested to PR, work still ongoing in #8609 |
PR is moving along through review! |
PR is under QA |
1 similar comment
PR is under QA |
Deployed to prod! Will pay this out after the 7-day regression period. |
All paid! |
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Action Performed:
Expected Result:
Per this conversation, we want to present the desired next step very clearly within NewDot when in the "empty" or non-configured state, by presenting the ideal CTA as a green button. More specifically, that means we'll show the following actions as green buttons throughout the product:
Connect bank account
This button is shown in the following pages of the Workspace editor:
Connect online with Plaid
This button is shown in the
Connect bank account
page. Additionally, we'll want to use the same pattern whenever a user has started adding a bank account but the setup is incomplete. That includes:Continue with setup
(shown when user exits before completing bank account flow)Yes, let's chat!
(shown when user fails check and we follow up with next steps in concierge)Chat with concierge
(shown when user has 1) signed up with a public domain and 2) successfully added a bank account through this flow, but must add a private email address.)Add payment method
We will show
Add payment method
as a green button when no payment method exists within thePayments
page.Actual Result:
We do not use green buttons to promote these CTAs, and thus next steps for configuring a workspace and/or account are less obvious.
Notes/Photos/Videos:
Connect bank account
Connect online with Plaid
Add payment method
Slack conversation: Link
CC: @shawnborton @JmillsExpensify @quinthar @miljakljajic
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