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Improved onboarding flow #20466

Closed Stan-vw closed 9 months ago

Stan-vw commented 1 year ago

Problem: When trying to set up Matomo for the first time, the majority of our users are not able to find or follow the right information and feel that it is not simple or easy to do so. This is a problem because these users find themselves lost without guidance and are not able to succeed with their Matomo journey.

Solution: We're looking at a large set of improvements. One of them is improving the onboarding flow, particularly to:

  1. Design the onboarding experience in line with widely adopted modern software solutions
  2. Enable us to track where users have trouble (so we can better target improvements in the future)
  3. Enable us to understand who our users are (so we can better understand who has trouble at what stage)

Acceptance criteria: Design:

  1. New design implemented (screenshots attached, illustrations: TBD)
  2. Slides with personal questions: not shown for on-premise product
  3. None of the slides are shown in the Wordpress plugin (which immediately starts tracking and thus skips this stage)

Measuring:

  1. Only measure on Cloud
  2. Measure how many people landed on each slide
  3. Measure how many of each option (role / goal) were saved
  4. Measure how many people clicked on the Start Tracking Data button
  5. Measure how many people clicked on the View Demo button (separately for Let’s Get Started screen and Start Tracking Data screen)

Screenshots: https://github.com/matomo-org/matomo/issues/20466#issuecomment-1571388372 (high resolution images and updated copy available internally in Jira)

sgiehl commented 1 year ago

@Stan-vw The setup process for on-premise is actually completely different to the one on cloud. To me it looks like the above screenshots are meant to improve the cloud process only. This needs to be fully implemented by the cloud team, as this is not part of the core.

Javi-Ormaechea commented 1 year ago

Updated solution

Screen 00 - Create Password Not to be shown in On-Premise and WordPress plugin

Desktop pre-onboarding-password

Mobile mobile-pre-onboarding-password

Screen 01 - Welcome to Matomo On-Premise and Cloud

Desktop onboarding-welcome

Mobile mobile-onboarding-welcome

Screen 02 - Role Not to be shown on On-Premise

Desktop onboarding-role

Mobile mobile-onboarding-role

Screen 03 - Goal Not to be shown on On-Premise

Desktop onboarding-goal

Mobile mobile-onboarding-goal

Screen 04 - Get Started No step tracker for On-Premise

Desktop onboarding-get-started

Mobile mobile-onboarding-get-started

Stan-vw commented 1 year ago

Screen 00 - Create Password Not to be shown in On-Premise and WordPress plugin

Password update screen: actually is shown on on-premise, just not relevant for the first user (it is relevant for every invited user after that)

Stan-vw commented 9 months ago

Closing as this has been implemented.