Proposal: Add onboarding tasks for users who create workspaces outside of onboarding or core invite flows that lead to workspaces (IOUs/Invoices).
For background — We’ve added onboarding for most users already in our app. This is the different initiatives we’ve addressed so far:
- Stage 1 onboarding - Adding basic onboarding that 1) has a user select their intention that led to specific instructions from Concierge.
- Stage 2 onboarding - used the intention in onboarding to create specific tasks design to train the user on the best steps to use Expensify and thus convert.
- Stage 3 onboarding - used the intention and tasks implemented to apply to key viral use cases so users who are taken to the invite action, rather than an intention selector, also get onboarding tasks. In the case of a user being invited via an IOU/Invoice, if they pay via BBA we input the manage my team’s expenses tasks in their onboarding steps and set their NVP accordingly.
Problem: Many users who have not selected Manage my team's expenses end up creating workspaces and then overwhelmingly abandon the product immediately after they create the workspace.
The primary flows we see experiencing this problem that are not covered by onboarding or Stage 3 are:
- Users who select Global Create > Track > and then either categorize or share it with their accountant using the actionable whispers
- Users who did not previously select
Manage my team’s expenses in onboarding who select New Workspace in Global Create or Account Settings > Workspaces > New workspace
Solution: Update our onboarding so that if a user creates their first workspace and has not seen the manage my team’s expenses tasks, we’ll add the tasks (and GBRs) to setup their workspace in their Concierge DM.
- Most users will already have onboarding tasks in their Concierge DM. We will not remove those, we’ll just add to them as they are likely applicable and update the NVP to the manage my team’s NVP.
- Some users will not have tasks already created (users who select Something else or some invited users might not) so if that’s the case we’ll send the manage my team’s tasks/copy and set the users intent in the NVP.
Implementation issues
Proposal: Add onboarding tasks for users who create workspaces outside of onboarding or core invite flows that lead to workspaces (IOUs/Invoices).
For background — We’ve added onboarding for most users already in our app. This is the different initiatives we’ve addressed so far:
Problem: Many users who have not selected Manage my team's expenses end up creating workspaces and then overwhelmingly abandon the product immediately after they create the workspace.
The primary flows we see experiencing this problem that are not covered by onboarding or Stage 3 are:
Manage my team’s expensesin onboarding who select New Workspace in Global Create or Account Settings > Workspaces > New workspaceSolution: Update our onboarding so that if a user creates their first workspace and has not seen the manage my team’s expenses tasks, we’ll add the tasks (and GBRs) to setup their workspace in their Concierge DM.
Implementation issues