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[UX] MVC Add Ease Score and Interview Recruitment Track to Onboarding Email Series

Problem

As a Product Manager, we have no way of tracking how our improvements to onboarding are affecting the overall user experience surrounding getting started with GitLab.

Proposal

Add an email series to our in-product onboarding emails to collect the users overall experience with onboarding and potentially schedule an interview during to discuss the users first 30 day experience with PMs and UX.

Details

UX (Proposal)

image

Email Copy

We want your GitLab experience to be the best it can be.

You can help us achieve that goal by taking this one question survey. Feedback from users like you really improves our product.

Thanks for your help!

Response page

We should use the response page built by @alexbuijs and the Acquisition Team to collect responses from SaaS and Self-managed.

We should include a calendly link to a shared calendar for scheduling the calls.

Data

We should record the users response as well as their onboarding progress (how many items in this database have they completed). The data collected should not be dependent on usage ping and therefore the users progress and response should be included in the query parameters of the link.

Interview Recruiting

Users should be asked for the option to schedule an interview if they fit the following criteria:

  1. The users instance / namespace contains at least 2 members
  2. The users browser language is english
  3. The user's permissions are developer or admin

Recruiting mechanism

We will use Calendly's embed inline feature to request that a user set up an email. Email for calendar requests TBD (@jeffcrow). Users should only be able to schedule an interview up to 14 days from the current date.

Target

This email should go out to all users of a namespace/instance at day 30 of namespace/instance creation as long has that namespace / instance has at least utilized the state Create (one git write operation).

Edited by Michael Karampalas