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[Guided Setup] [CVP] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. #42218

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danielrvidal opened this issue May 15, 2024 · 90 comments
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Awaiting Payment Auto-added when associated PR is deployed to production Bug Something is broken. Auto assigns a BugZero manager. Daily KSv2 External Added to denote the issue can be worked on by a contributor

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@danielrvidal
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danielrvidal commented May 15, 2024

Problem: When users sign up for NewDot on mobile, they are dropped into the chat list and have a lot of options to click. We have invested in onboarding to give the users instructions on what to do based on their intentions. We currently put in a GBR but even that leaves it up to chance they might not click the GBR and learn how to use the app. If we do not make it very clear what to do next upon sign-up, we risk the chance of converting the user.

Solution: For new users on NewDot who sign up via mobile, add an animated tool tip so it is very clear what to do next. It would look like this:

CleanShot 2024-05-14 at 07 34 29

For note, web does not need to do this because we open up and show the LHN AND have the chat open already.

Original discussion here: https://expensify.slack.com/archives/C03TBKRSB/p1715806228356299?thread_ts=1715040142.903759&cid=C03TBKRSB

cc @anmurali @dubielzyk-expensify @trjExpensify

Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~018075b7c8b5ef5a84
  • Upwork Job ID: 1793677041663877120
  • Last Price Increase: 2024-05-23
  • Automatic offers:
    • dukenv0307 | Reviewer | 102451041
    • tienifr | Contributor | 102451045
Issue OwnerCurrent Issue Owner: @dukenv0307
@danielrvidal danielrvidal self-assigned this May 15, 2024
@danielrvidal danielrvidal added the Weekly KSv2 label May 15, 2024
@jamesdeanexpensify
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Would love to make the tool tip shorter, just Get started here!

@danielrvidal danielrvidal added the Planning Changes still in the thought process label May 15, 2024
@trjExpensify
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Awesome! We're implementing the bones of this educational tooltip component for mobile in this PR for the quick action, so hopefully it can be reusable very easily for this purpose. CC: @tienifr

@dubielzyk-expensify
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Would love to make the tool tip shorter, just Get started here!

Yes please!

so hopefully it can be reusable very easily for this purpose.

Yeah that was my hope too. I've added some clarifying questions to ensure we can at least adjust the positioning as that'll be different for this issue

@tienifr tienifr mentioned this issue May 16, 2024
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@danielrvidal
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danielrvidal commented May 23, 2024

@tienifr the copy and issue is not ready for you to work on. Taking it off hold/planning.

English:

Get started here!

Spanish:

¡Comienza aquí!

@danielrvidal danielrvidal added External Added to denote the issue can be worked on by a contributor and removed Planning Changes still in the thought process labels May 23, 2024
@melvin-bot melvin-bot bot changed the title [HOLD] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. [$250] [HOLD] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. May 23, 2024
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melvin-bot bot commented May 23, 2024

Job added to Upwork: https://www.upwork.com/jobs/~018075b7c8b5ef5a84

@melvin-bot melvin-bot bot added the Help Wanted Apply this label when an issue is open to proposals by contributors label May 23, 2024
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melvin-bot bot commented May 23, 2024

Triggered auto assignment to Contributor-plus team member for initial proposal review - @dukenv0307 (External)

@melvin-bot melvin-bot bot added Daily KSv2 and removed Weekly KSv2 labels May 23, 2024
@danielrvidal danielrvidal changed the title [$250] [HOLD] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. May 23, 2024
@trjExpensify trjExpensify changed the title Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. [CVP] Add animated tooltip to GBR from Concierge/ExpensifyDM when a user first signs in. May 23, 2024
@trjExpensify
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trjExpensify commented May 23, 2024

Going to assign this to @tienifr and take off the Help wanted label as it'll be a follow-up to #40066

Let's still get a proposal for it reviewed by @dukenv0307 when the time is right, but let's please complete the OG PR as a priority. 👍

Edit: @tienifr needs to comment on this issue first before I can assign.

@trjExpensify trjExpensify removed the Help Wanted Apply this label when an issue is open to proposals by contributors label May 23, 2024
@tienifr
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tienifr commented May 24, 2024

@trjExpensify I'm here

@trjExpensify
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Perfect, thanks. Assigned!

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melvin-bot bot commented May 24, 2024

📣 @dukenv0307 🎉 An offer has been automatically sent to your Upwork account for the Reviewer role 🎉 Thanks for contributing to the Expensify app!

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melvin-bot bot commented May 24, 2024

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

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Please accept the offer and leave a comment on the Github issue letting us know when we can expect a PR to be ready for review 🧑‍💻
Keep in mind: Code of Conduct | Contributing 📖

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melvin-bot bot commented May 27, 2024

@danielrvidal, @tienifr, @dukenv0307 Whoops! This issue is 2 days overdue. Let's get this updated quick!

@melvin-bot melvin-bot bot added the Overdue label May 27, 2024
@trjExpensify
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@marcaaron is working on it, hopefully in the next couple of days it'll be ready.

@trjExpensify
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Copying these BE blockers over for my tracking:

https://github.com/Expensify/Auth/pull/12236 - merged, awaiting a deploy
https://github.com/Expensify/Web-Expensify/pull/43274 - held on auth above.

@trjExpensify
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Web is merged, awaiting a deploy.

@dukenv0307
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Any updates @trjExpensify?

@trjExpensify
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We're still waiting on today's Web deploy to get this to staging. Our Web deployer is on PST this week, so likely to go out before end of day on the US west coast. 👍

@trjExpensify
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Web PR is on staging.

@marcaaron
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Changes should be live on production now.

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melvin-bot bot commented Sep 7, 2024

Triggered auto assignment to @grgia, see https://stackoverflow.com/c/expensify/questions/7972 for more details.

@melvin-bot melvin-bot bot added Weekly KSv2 and removed Weekly KSv2 labels Sep 11, 2024
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melvin-bot bot commented Sep 11, 2024

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

@melvin-bot melvin-bot bot added Monthly KSv2 and removed Weekly KSv2 labels Oct 4, 2024
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melvin-bot bot commented Oct 4, 2024

This issue has not been updated in over 15 days. @danielrvidal, @grgia, @tienifr, @dukenv0307 eroding to Monthly issue.

P.S. Is everyone reading this sure this is really a near-term priority? Be brave: if you disagree, go ahead and close it out. If someone disagrees, they'll reopen it, and if they don't: one less thing to do!

@tienifr
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tienifr commented Oct 9, 2024

@danielrvidal @grgia Can you process payment? The PR was merged so long ago

@mallenexpensify mallenexpensify added the Bug Something is broken. Auto assigns a BugZero manager. label Oct 14, 2024
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melvin-bot bot commented Oct 14, 2024

Triggered auto assignment to @bfitzexpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

@melvin-bot melvin-bot bot added Daily KSv2 and removed Monthly KSv2 labels Oct 14, 2024
@mallenexpensify mallenexpensify added Awaiting Payment Auto-added when associated PR is deployed to production and removed Reviewing Has a PR in review labels Oct 14, 2024
@mallenexpensify
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Contributor: @tienifr owed $250 via NewDot
Contributor+: @dukenv0307 paid $250 via Upwork

Do we want a regression test here?

@mallenexpensify
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There's a test case here https://expensify.testrail.io/index.php?/cases/view/3272232
image

Closing this out. Thanks @dukenv0307 and @tienifr , sorry payment took a bit (automation should be working correctly now)

@github-project-automation github-project-automation bot moved this from Release 2: Summer 2024 (Aug) to Done in [#whatsnext] #wave-collect Oct 14, 2024
@danielrvidal
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Thanks @mallenexpensify!

@garrettmknight
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$250 approved for @tienifr

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