Design: Onboarding Ideal Flow

[nuriapenya]

Details

This issue is the design definition of the aspired onboarding flow referred in An Onboarding North Star.

V1 - Next

The first phase focuses on moving the new Goals screen at the beginning of the flow, allowing users to select their choices and configuring the rest of the flow accordingly.

The sequence is:

Goals Step → Design Choice (Design Picker or Big Sky) → Account / Login → Domains → Plans → Launchpad

V2 - Ideal Flow

In the second phase, we want to defer checkout and plan selection after users land in their admin, perhaps gated by a time limit or by making a site go public.

The sequence is:

Goals Step → Design Choice (Design Picker or Big Sky) → Account / Login → Launchpad → Domains → Plans

[nuriapenya]

The lastest updates:

• https://wp.me/p9Jlb4-eOJ
• https://wp.me/p9Jlb4-eTm
• https://wp.me/p9Jlb4-f5d

[nuriapenya]

Skip to Admin - no domains/plans

When moving the Goals screen at the beginning of the flow, what happens with the Skip to admin step? We agreed we will direct users to My Home, but in doing so, should we skip Domains/Plans?

Option 1: Goals Screen → {skip to admin} → Account/Login → Domains → Plans → My Home

Option 2: Goals Screen → {skip to admin} → Account/Login → Domains → Plans → My Home

Allowing users to skip directly to My Home (without seeing domains/plans) could impact cash flow but I believe this is part of the long-term idea, and something we account for. This could be a first step towards that vision, but I am looking for validation.

@mtias @richtabor @ritagarg @annezazu - can I have your review on this? 🙏🏼

[fditrapani]

When moving the Goals screen at the beginning of the flow, what happens with the Skip to admin step? We agreed we will direct users to My Home, but in doing so, should we skip Domains/Plans?

I think it would be worthwhile to test option 2 for some time as long as we have domain + plan steps in the launchpad that replace those options or we shows the domain + plans steps when you launch the site.

[isatuncman-auto]

as long as we have domain + plan steps in the launchpad that replace those options or we shows the domain + plans steps when you launch the site.

I completely agree with this. We must ensure a clear and seamless free-to-paid conversion process and domain presentation experience post-signup before enabling users to skip the domain or plan pages. Additionally, we should strategically define the domain types users can choose from before launching a free or paid site.

[annezazu]

We must ensure a clear and seamless free-to-paid conversion process and domain presentation experience post-signup before enabling users to skip the domain or plan pages.

Agreed with this too. We just aren't there yet in terms of dropping folks into a more seamless upgrade process otherwise.

[nuriapenya]

@fditrapani @annezazu @isatuncman-auto 👋🏼 Here are some starting ideas to ensure we are surfacing these two things right after the initial sign-up: Onboarding: Launchpad & My Home – i1

Some key aspects:

• Having dedicated areas on My Home where Domains or Launch flows are more outstanding
• Ensure we drive users to the correct places where more contextual upsell nudges are already in place (e.g. Editor, Preview, etc.)
• Create goal-specific upsell nudges (e.g. Video -> Storage, Newsletter -> Stats)

On parallel, I also opened this issue to ensure we are looking at the upsell topic more holistically:

https://github.com/Automattic/wp-calypso/issues/96875