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Add contextual information about store setup on My Home #554
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This would require building a horizontal guage for the Store menu item. Estimate: 3 |
I haven't dabbled in this repo in a while- is this task list referring to the new onboarding task list or the wc calypso bridge specific task list? If the former (or if we ever transition towards it), grabbing the number of visible tasks may prove tricky, especially without a React build setup which this repo lacks. |
It is referring to the new one, as the new home screen will be deployed in the eCommerce plan once it's available on WC Core. Btw, the Calypso Customer Home was converted into an API driven page. There's this handy guide on the fieldguide with more info about that: https://fieldguide.automattic.com/my-home/ |
I think this might exist already (screenshot from the FG): I'm sure this will take longer than expected due to a lack of familiarity of the eComm plan - so I say 5. |
We should be able to use Do we currently have available the data necessary to calculate the completion percentages and the number of tasks left in Calypso? I'm also unfamiliar with how My Home can be customized. I think, from what I remember from my previous team's work on migration, that there is basic support available to create different My Home configurations. I'd estimate a 5 given the different pieces (Calypso, bridge, potential API change to provide progress data) and lack of familiarity with piecing all of those together. |
We track the completion of each task: |
Okay giving this one a deeper look, and I think we made some assumptions around task list completion data being easy to retrieve. In wc-admin, we take the task list status, and add it to the
Indeed we do record tracks when events are completed, but we don't persist a similar list of what has been finished in a site option or anything. The one option we do have around this is if the task list has been hidden/completed fully is So here are some approaches we could take here: Option 1:
Option 2:
Both routes kind of feel equally as complex to me - they both require some code to happen here in calypso-bridge. But Option 1 seems better since we could actually show a percentage complete. I think it might be possible to still do this as a 5 - but yes the Calypso Home Screen is uncharted territory for us, so this could grow. Not to mention we don't have anyone on the team who has worked in Calypso much lately ( outside of myself afaik ). |
@timmyc thanks for taking your time evaluating different options. Considering all the unknowns, what if we take a simpler approach for the first release and display the triggers just based on some specific things, such as adding/having a product and adding/having an active payment provider? The level of effort can be reduced and it allows us to validate if this contextual information generates more interaction. |
I started to work on the |
Hi @pmcpinto, |
Feel free to chat with @Automattic/serenity on technical options and @danhauk + @sixhours for design alignment. We also have some documentation available in PCYsg-qpk-p2. The API for My Home is a little special in that all visibility checks of what to display are handled in the server to give us more flexibility without needing to build an excessive number of API endpoints or add lots of boilerplate on the client. This is the Layout returned for Site Setup View for Simple: For example for this new view, we'd create a new view file, something like
I'm sure the eCommercePlan has its own checklist/site setup, but wanted to note the related https://github.com/Automattic/dotcom-manage/issues/75 issue. (Site setup is currently disabled for Atomic sites). If we end up touching the related checklist lib on the server, note that there are checklists for Simple, Atomic, and Jetpack (for testing). Typically cached site data isn't super reliable (things can get out of sync), so I'd probably recommend adding an endpoint in Jetpack that exposes the information you want. This is relatively a common need for WordPress.com features so don't hesitate to ask if y'all wanted more input here. |
@octaedro LGTM. @jameskoster what do you think? |
FWIW, this button used to be "Remind me" but there was some pushback because it was confusing and it wasn't clear you could dismiss it. |
Hi @pmcpinto, |
Sure. It will be good to evaluate first if users are interacting with the nudges before dedicating more time to improving the experience. Thanks for the heads up |
Thanks @pmcpinto |
Hi @pmcpinto, |
Am I correct in assuming this applies to all 3 instances where we wanted to display progress? If so I think we can leave the menu item in the sidebar "empty". In the quick links panel we can just use the store icon. For the banner at the top of the screen we should include an eCommerce or setup focussed illustration to maintain some visual interest. cc @danhauk @sixhours for help there, as I'm not sure where the illustrations used throughout Calypso come from nowadays.
I think there's an argument to be made that the task list should be forced visible in this flow. |
@octaedro do you think that we can take advantage of the event tracking that already exists on My Home or we should add specific tracking on our call to actions? |
Hi @pmcpinto, I think that these two events will be enough for now, but if you think we should add an extra one just let me know and I'll add it. |
Yep that's enough. Thanks for the heads up. |
@octaedro I'm testing the flow and I'm not seeing the new card: https://d.pr/i/kRlo34 I only completed the store profiler The quick link is also missing. Let me know if you need access to this test store. |
Hi @pmcpinto, |
👍 thanks for the clarification |
User story:
As a new eCommerce user
I want to have more context about my store setup when I enter My Home
So I can have a reminder that I should finish setting up my store
Description: when an eCommerce plan user finishes the purchase, they don't have any reference about the store setup in My Home. This can also happen in situations where a user returns to WordPress.com mid-way through store setup. We aim to encourage users to complete the tasks therein via contextual information in My Home.
Acceptance Criteria:
Event tracking:
TBD
Additional links:
pbIJXs-cU-p2
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