Redesigned Challenger Widget

[Stan-vw]

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. The challenger widget is an important part in this onboarding process but there are problems with current widget, such as:

• Actions are hidden under an unclear paging UX.
• We can’t measure whether people are using it, and thus what people are interested in or struggling with.
• Only visible to superusers, it’s not helping other users.
• The current star UX isn’t very rewarding.
• The element doesn’t attract the eye towards it.
• It’s not clear that this is the Learning the Product / Product Tour / …. Why should people want to become an expert? Why do people want a challenge, shouldn’t we make it easy?
• The hardest challenge is the first one > potentially lots of churn since people aren’t bought into the product yet. Sorting order should be considered.
• Some of the checkmarks' autocomplete aren’t working properly.

Solution: We're looking at a large set of improvement opportunities. One of them is improving the Challenger widget, particularly to:

• Make the challenger widget easy and fun to use
• Guide new users through the most valuable parts of Matomo
• Enable us to track where users have trouble, so we can better identify areas of improvement in the future

Acceptance criteria:

1. New design implemented

2. Move default position of the widget to top left of the dashboard

3. New stars element:

   • New stars icon
   • New way of showing (x/y )
   • When a task is completed: add 1 star on top right
   • Logic for total number of stars: count how many challenges are available to the user. For example: on-premise & Wordpress plugin users without installed plugins have fewer stars than Cloud users (since it doesn’t show the premium features' challenges) and non-superusers have fewer stars (they don’t see the Setup challenges)
   • When a star gets added: play animation (animations TBD - perhaps in a separate ticket)
   • When all challenges are done: animation on the star of the final screen (animations TBD - perhaps in a separate ticket)

4. New tabs with different challenges

   • Updates list of challenges:
   • Check content and order of the challenges
   • Add conditional show logic: “Setup” tab is only visible for superusers
   • Add conditional show logic: Premium features appear / disappear depending on the activated plugins the user has access to.

5. Challenges' checkboxes:

   • New checkbox icon (checkbox icon instead of hide/eye icon)
   • Checkboxes are automatically ticked if the user takes the corresponding action
   • Make tests that all checkboxes work properly (e.g. the “add user” item should get automatically ticket when the current user adds a user, this wasn’t working on 03/03/2023)

6. Tooltip logic:

   • Never show if the user already clicked on either of the other challenger widget tabs
   • Show after the user is on the dashboard page for 15 seconds
   • Once tooltip is shown: keep showing until closed with the X or the user clicks on another challenger widget tab

7. New design for the “completed all challenges”-screen

Measuring

• Only on Cloud
• Measure how many people have clicked on each item
• Measure how many people have completed each item
• Measure how many people have clicked on each tab
• Measure how many people have completed ALL items available to them
• Measure how many people close the challenger widget (X on top right)

[heurteph-ei]

Not agree with:

premium features are only shown to cloud users

I suggest this is also available for instance where these plugins (eg.Heatmap / Session recording) are installed...

[sgiehl]

@heurteph-ei You suggestion totally makes sense. There might actually also be cloud customers that might have such features disabled on purpose, where it wouldn't make sense to show that as well. In general any challenges should only be shown if the user would be able to solve it (e.g. the plugin / feature is available). For the "coding" side I would simply allow every plugin to add new challenges. That way new challenges will automatically appear / disappear depending on the activated plugins.

[Stan-vw]

Makes sense indeed, I have adjusted the ticket.