[HOLD for payment 2023-12-20] [$500] [Wave 6: Referral Program] Promote referral program messaging in NewDot OptionsSelector component

[jamesdeanexpensify]

Background

We're finding creative ways to inject referral program copy into NewDot flows, and agreed on this idea as a good one to pursue. This is in preparation for the upcoming earnings call in November where it'll be a part of what we showcase.

What to add and where to add it

Flows and CTA

We want to add a CTA and modal to the OptionsSelector component in each of the following flows:

1. Start chat (CTA: Start a chat, get $250.)
2. Request money (CTA: Request money, get $250.)
3. Send money (CTA: Send money, get $250.)
4. Click the magnifying glass (CTA: Refer a friend, get $250.)

Modals

When a CTA is clicked, it will bring up a modal with slightly different copy depending on which CTA is clicked.

ENGLISH
When "Start a chat, get $250." is clicked, open up the following modal with header and body:

Start a chat, get $250

Start a chat with a new Expensify account. Get $250 once they start an annual subscription with two or more active members and make the first two payments toward their Expensify bill.

Learn more

SPANISH

Inicia un chat y recibe $250

Inicia un chat con una cuenta nueva de Expensify. Obtiene $250 una vez que configuren una suscripción anual con dos o más miembros activos y realicen los dos primeros pagos de su factura Expensify.

Aprende más

---

ENGLISH
When "Request money, get $250." is clicked, open up the following modal with header and body:

Request money, get $250

Request money from a new Expensify account. Get $250 once they start an annual subscription with two or more active members and make the first two payments toward their Expensify bill.

Learn more

SPANISH

Pide dinero y recibe $250

Pide dinero a una cuenta nueva de Expensify. Obtiene $250 una vez que configuren una suscripción anual con dos o más miembros activos y realicen los dos primeros pagos de su factura Expensify.

Aprende más

---

ENGLISH
When "Send money, get $250." is clicked, open up the following modal with header and body:

Send money, get $250

Send money to a new Expensify account. Get $250 once they start an annual subscription with two or more active members and make the first two payments toward their Expensify bill.

Learn more

SPANISH

Envía dinero y recibe $250

Envía dinero a una cuenta nueva de Expensify. Obtiene $250 una vez que configuren una suscripción anual con dos o más miembros activos y realicen los dos primeros pagos de su factura Expensify.

Aprende más

---

ENGLISH
When "**Refer a friend, get $250." is clicked, open up the following modal with header and body:

Refer a friend, get $250

Send your Expensify referral link to a friend or anyone else you know who spends too much time on expenses. When they start an annual subscription, you'll get $250.

[Copy referral link]

Learn more

SPANISH

Recomienda a un amigo y recibe $250

Envía tu enlace de invitación de Expensify a un amigo o a cualquier otra persona que conozcas que dedique demasiado tiempo a los gastos. Cuando comiencen una suscripción anual, obtendrás $250.

[Copiar enlace de invitación]

Aprende más

What it should look and act like

CleanShot.2023-10-19.at.13.16.49.mp4

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~010a15fd2a51390abe
• Upwork Job ID: 1715378596838580224
• Last Price Increase: 2023-10-20
• Automatic offers:
• cubuspl42 | Reviewer | 27295919

[waterim]

Hello, Im Artem from callstack and can take this one

[jamesdeanexpensify]

Wait sorry, I think we're actually going to change this flow. Please hold on any work for now, thanks!

[jamesdeanexpensify]

(for internal reference: https://expensify.slack.com/archives/C02MW39LT9N/p1697685446093609?thread_ts=1697503732.459529&cid=C02MW39LT9N)

[puneetlath]

@jamesdeanexpensify we're just adding the modal right?

[jamesdeanexpensify]

@puneetlath let's chat here?

[jamesdeanexpensify]

@puneetlath let me know if the update to the OP looks good based on internal conversations to date! Then @waterim can start work on it.

[puneetlath]

Looks good to me!

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~010a15fd2a51390abe

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @cubuspl42 (External)

[melvin-bot]

📣 @cubuspl42 🎉 An offer has been automatically sent to your Upwork account for the Reviewer role 🎉 Thanks for contributing to the Expensify app!

Offer link
Upwork job

[melvin-bot]

@puneetlath, @cubuspl42, @jamesdeanexpensify, @waterim Whoops! This issue is 2 days overdue. Let's get this updated quick!

[melvin-bot]

@puneetlath, @cubuspl42, @jamesdeanexpensify, @waterim, @dubielzyk-expensify Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

[jamesdeanexpensify]

Working on updating the OP to match our most recent copy conversations. Also need to run this by the #espanol channel for a double-check on Spanish translations. Done soon!

[jamesdeanexpensify]

All English and Spanish copy in the top post above should be ready now!

[melvin-bot]

@puneetlath, @cubuspl42, @jamesdeanexpensify, @waterim, @dubielzyk-expensify Whoops! This issue is 2 days overdue. Let's get this updated quick!

[puneetlath]

This was merged.

[greg-schroeder]

What's left to do here before we can close this out?

[jamesdeanexpensify]

Actually, based on this conversation (thanks for the feedback, @joaniew!), we'd like to update copy in a few places:

1. Change "Refer a friend, get $250." to "Invite a friend, get $250." here:

2. Change "Refer a friend, get $250" to "Invite a friend, get $250", and change the two instances of "referral link" to invite link" here:

Please let me know how we should proceed with copy updates, thanks!

[cubuspl42]

"invite link", or should it be "invitation link"?

[jamesdeanexpensify]

I think "invite link" works!

[jamesdeanexpensify]

Actually, let's hold on these changes. I'm getting more feedback on copy (here) and will update you again soon!

[jamesdeanexpensify]

@cubuspl42 OK, here are the changes to make!

1. Change "Refer a friend, get $250." to "Invite a friend, get $250." here:

2. On the resulting modal, update the copy to:

Invite a friend, get $250
Be the first to invite a friend (or anyone else) to Expensify and get $250 if they become an Expensify customer. Share your invite link by text, email, or post it on social media!

[Copy invite link]

Learn more

[cubuspl42]

@waterim Would you submit a follow-up PR with the discussed minor changes?

[waterim]

Oh, sorry, missed this conversation, will create a PR today

[melvin-bot]

Reviewing label has been removed, please complete the "BugZero Checklist".

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 1.4.11-25 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• Fix: updated copy in promote referral #32673

If no regressions arise, payment will be issued on 2023-12-20. 🎊

After the hold period is over and BZ checklist items are completed, please complete any of the applicable payments for this issue, and check them off once done.

• External issue reporter
• Contributor that fixed the issue
• Contributor+ that helped on the issue and/or PR

For reference, here are some details about the assignees on this issue:

• @cubuspl42 requires payment automatic offer (Reviewer)
• @waterim does not require payment (Contractor)

[cubuspl42]

@puneetlath Same, do we need to assign someone to process the payment?

[puneetlath]

Paid! Thanks everyone.