search

Expensify / App

Welcome to New Expensify: a complete re-imagination of financial collaboration, centered around chat. Help us build the next generation of Expensify by sharing feedback and contributing to the code.
https://new.expensify.com
MIT License
3.52k stars 2.87k forks source link

[Tracking] Add a private domain email check to the new user onboarding flow #51496

Open MitchExpensify opened 1 week ago

MitchExpensify commented 1 week ago

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!

Issue reported by: @MitchExpensify Slack conversation: https://expensify.slack.com/archives/C07HPDRELLD/p1729809438307289

Problem

Private domain members of workspaces that sign in using their phone number or personal email get confused on OldDot and NewDot because any expense they create is not automatically associated with their company workspace.

Solution

Add a step to for all public domain and phone sign-ups asking for their work email. If they add a work email we set it as their primary login.

Steps:

  1. Sign up for the first time using a phone or public domain email address
  2. Add a step to the onboarding flow asking if they work email address and market it as a chance to easily forward receipts from it

"Do you have a work email you need to forward receipts from? Add it here so Expensify can SmartScan them for you!:

[Text field: Work email address]

[Button: Skip] [Button: Save]"

  1. If the user saves a work email we will send a magic code and present the magic code field
  2. If the correct magic code is entered, we set their private email as their primary login, and they continue their onboarding flow.
anmurali commented 1 week ago

Do we want to add this in the Stage 1 flow? @MitchExpensify

MitchExpensify commented 1 week ago

That's the idea @anmurali, do you think it makes sense to add for everyone signing up before the "what would you like to do today?" options or after a choice on that screen and only for certain options?

image

I think track, manage, and get paid back all indicate a higher chance the user should have logged in using their work email so I'd lean to the latter (Adding the check after the welcome message only for certain choices)

anmurali commented 1 week ago

So long as it is optional, I would try it across the board and if conversion through the stage 1 funnel falls, we can do something else.

shawnborton commented 6 days ago

Posted some ideas to Slack here, working from this Figma file here