Post GA Onboarding & Custom Viz Designer Polish
Goals
- Onboarding experience needs to be as smooth as possible.
- Product Docs need to be good to go.
- Can the user get up and running without needing to talk to a person?
- Want to lean into “copy this, paste it there in your app” done.
- Want to optimize towards first value derived from PA. Want new users to see the point of using this. Seamlessly. Idea/learning opp about my app, go to GL, set up dashboard to learn, and it just gives me insight, pretty quickly, pretty easily:
- “I have a question about a certain area of my product. I turned on/created a PA dashboard and voilà. I can see what is happening/can see the value.”
See Figma for UX Scorecards
Focus on NEEDS not NICE to haves
Ideas
- [NICE] Redesign Instrument your application page so it's easier for users to parse
- Redesign layout so each area and step are more clearly defined. The purely text based page has nothing to clearly draw the eye to what to do first, next etc.
- Add more clear explanations around what choices users should make. Explain what each option does, so the user can decide which is best for them without having to go to the Docs.
- Make it clear when the user is in the process of setting PA up and when they’re done.
- [NICE] Fix Analytics Dashboard page to more clearly show when Product Analytics dashboard hasn’t been set up yet.
- better visuals
- more obvious CTA
- disabled looking rows are a strange pattern
- [NICE] If user has created a PA dashboard but wants to convert it to another (i.e. BYOC —> GL Managed or vise/versa) allow user to edit existing to convert.
- Could be deleted existing Db and start over?
- Could be to specific CTA to toggle or convert?
Edited by Lindsy Farina