Create account actions section within top right dropdown

Problem

We know the first place users look to upgrade is the top right dropdown but this page currently contains a "start trial" CTA. However, a user may be looking to directly upgrade or trying to get ahold of the sales team at which point they have to try and find those actions on their own.

Input Data

Quali

Quanti

Solution

Scope

  • SaaS users
  • Group owners

Flow

Longer term

flowchart LR
    A[Profile or Menu dropdown] --> B{XP = true}
    B --> C[Billing & Subscriptions link]  --> D{NON MVC: User has 1+ groups} 
    C --> F[Settings > Billing]
    D --> E[ Settings > Billing of Most active/members/projects group]
    B --> G[Start a trial link] --> H[Trial form step 1]

Tentative MVC

For group/project owners send to top-level group. Exclude projects with no parent group of the experiment.

flowchart LR
    A[Profile or Menu dropdown] --> B{XP = true}
    B --> C[Billing & Subscriptions link]
    C --> D[Settings > Billing]
    B --> E[Start a trial link] --> F[Trial form step 1]

Screens

Engineering implementation

Design

Existing state New experience
image image

Links:

  • "Start a trial" /-/trials/new?glm_content=top-right-dropdown&glm_source=gitlab.com
  • "Billing & Subscriptions" /groups/[group URL path]/-/billings?source=top-right-dropdown

When this experience should appear:

  • When the user is an owner of a group
  • If the user is an owner of multiple groups, then we should default to displaying the group they are actively in when they load the top right dropdown

Specs

Edited by Sam Awezec