Post Onboarding Overview

[eclarke1]

Objective

In order to help merchants enhance product visibility and attract potential customers, we will improve the user experience for working with Ads after finishing the onboarding process.

Background

Currently, during the initial onboarding flow, merchants can complete the onboarding process without setting up billing and adding any Ads campaigns. In those cases, merchants must go through another multi-step user flow to set up Ads for the first time. Similar to the Onboarding Improvements project, we can streamline this flow to make creating a campaign easier and avoid unnecessary steps:

Step 1: Shows connected accounts. Now that setting up an Ads account is a requirement of onboarding, this is unnecessary and can be removed.

Step 2: Create a campaign. This page is similar to the final page of the onboarding flow, but by using the exact same UI we can provide the same streamlined experience regardless of whether the user is setting up a campaign during onboarding or after.

Step 3: Set up billing. This is always shown, even if the user has already set up billing on their ads account. This is unnecessary and can be removed if not needed.

In addition to streamlining campaign creation after onboarding, there is a general lack of information about the value of setting up ads or about the current status of the ads account or previously added campaigns on the dashboard.

Overview

To improve the user experience of working with Ads campaigns after initial onboarding we can make the following improvements.

Streamline the Setup Ads flow

We’ll update this setup flow using the same UI used on the final step of the Onboarding flow. The current first step (setup accounts) will be removed entirely. The second step will now use the same form UI as the last step of the onboarding flow, which includes several improvements, like:

• Remove Ads Audience field
• Update Budget Setup Card
• Add minimum budget limit

The flow on the onboarding page also includes the ability to set up billing if needed, so we can use the same UI and eliminate the third step of the Ads setup flow.

Communicate the value of Google Ads after onboarding

There are three tabs that are part of the Google for WooCommerce settings page where we will can highlight the value proposition for setting up ads:

• the dashboard tab
• the reports tab
• the product feed tab (the first tab a new user sees after onboarding)

On the dashboard tab, we will swap the position of the performance cards for free listings and paid campaigns and rename these to “Google Ads” and “Free Listings (Limited Visibility)”. If no paid ads campaigns have been set up, we will show a similar value proposition as is shown during onboarding, including promoting the $500 Google Ads credit.

Current Paid campaigns card

Improved design of the value proposition shown during onboarding.

On the Reports and Product Feed tabs, if the merchant hasn’t set up any Google Ads campaigns, we’ll add some UI to the top of the page that explains the value prop including the $500 credit offer and suggests setting up their first campaign (designs TBD)..

Improve communication of Google Ads status after onboarding

Today, the dashboard doesn’t provide any information about the Google Ads account status. If the connected Ads account is suspended, the campaigns listed will still appear as active, but they will not actually be running. We need to surface a banner showing if the Google Ads account is suspended. “Your Google Ads account has been suspended. Please click here to resolve issues.” And the “click here” takes them to their account on Google Ads frontend where they’ll find more information about the problem and be able to correct it.

Requirements

🔗 See the requirements in the PRD

Technical Design

This work will be completed by the following tasks, further defined in individual GH issues:

Streamline Ad Creation Flow

• Remove the accounts connection page from the Ads Setup flow #2534
• Consolidate the ad creation step in the Ads Setup flow with the one used in Onboarding #2535
• Remove the billing setup page from the Ads setup flow #2536

Communicate the value of Google Ads after onboarding

• Swap and rename dashboard performance cards #2537
• Show Ads value prop in Paid Campaign performance card #2538
• Show promo for setting up Google Ads on reports and product feed tabs #2539

Improve communication of Google Ads status after onboarding

• Display issues with Google Ads account or campaign status #2540

Misc

• Update the copy on the settings screen to include the Google Ads account #2541