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Add "User Interview" prompts #1894

Merged
merged 9 commits into from
Apr 11, 2023
Merged

Add "User Interview" prompts #1894

merged 9 commits into from
Apr 11, 2023

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joepavitt
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@joepavitt joepavitt commented Mar 30, 2023

Description

Screenshot 2023-03-30 at 13 01 50

Enable PostHog Apps such that the Interviewer app can generate the popup. All configuration done within PotHog to control:

  • Criteria a user must fit in order to qualify for a popup
  • What the popup says
  • % of users in the given criteria that will see the message
  • How many days before a user can see a popup again once they've actioned (Closed or Booked)

Update

See #1894 (comment)

  • No longer using the default PostHog App to provide the popup (but still using it for the config options) as we are using our own styled (and positioned) popup

Related Issue(s)

Closes #1828

Checklist

  • I have read the contribution guidelines
  • [-] Suitable unit/system level tests have been added and they pass
  • [-] Documentation has been updated
    • [-] Upgrade instructions
    • [-] Configuration details
    • [-] Concepts
  • [-] Changes flowforge.yml?
    • [-] Issue/PR raised on flowforge/helm to update ConfigMap Template
    • [-] Issue/PR raised on flowforge/CloudProject to update values for Staging/Production

Labels

  • [-] Backport needed? -> add the backport label
  • [-] Includes a DB migration? -> add the area:migration label

@joepavitt
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I was hoping to have the popup appear in the top-right, but that would require us to build a custom popup and isn't worth the hassle at the moment.

@joepavitt
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Had a call with Luke, Product Manager for the Interview work in PostHog and he took onboard some feedback, that he said they'd be able to implement in the next few weeks. Won't require any code changes, all PostHog-side, but will give.us a little more control on positioning and styling.

@knolleary
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How well does this co-exist with the hubspot inline chat?

image

@joepavitt
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ooh - very good point - I don't have that enabled localy, let me configure

@joepavitt
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Well that's less than ideal:

Screenshot 2023-03-31 at 09 41 26

@joepavitt
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PostHog doesn't allow for moving that pop-up at the moment, unless we build our own custom popup (is plausible but half a day, to a days work).

Not sure we have much control over the HubSpot one either do we, i.e. we can't delay it appearing if the PostHog widget is present, etc)

@joepavitt joepavitt requested a review from Pezmc April 1, 2023 07:35
@joepavitt
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joepavitt commented Apr 4, 2023

went ahead and built our own popup instead, was fairly straight forward to implement and can be configured via the feature flag payload instead of the PostHog "User Interview" app, currently we can configure:

key example description
invitationTitle Help us improve FlowForge Text shown as the primary title of the popup
invitationBody We'd love to hear more about how you're using FlowForge, and get your feedback on a short call. Body of the popup to provide more detail on why it's been shown.
closeText No Thanks Text to populate the dismiss/close button. Defaults to Close
bookText Book Now Text to populate the primary/book button. Defaults to Book Now
bookingLink https://calendly.com/<user>/<event> URL pointing to a Calendly invite such that a user can book a meeting slot.

Config options inside PostHog:

Screenshot 2023-04-04 at 21 14 43

Example Popup In-App

Screenshot 2023-04-04 at 21 03 36

PostHog Documentation

It's built using the recommended approach defined in PostHog's in-app documentation:

Screenshot 2023-04-04 at 21 10 00

Including the setting of a localStorage variable when an interview prompt is shown in order to prevent repeat prompts being shown to a single user.

@joepavitt joepavitt removed the request for review from knolleary April 4, 2023 20:17
@joepavitt
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joepavitt commented Apr 4, 2023

@Pezmc fyi ^ - happy to talk you through this if you'd like, main things to know:

  • Set the PostHog key (in flowforge.yml) to our Test Project API Key for PostHog
  • When you login, you should see the prompt. I've configured the flag to show for all users, even if they've seen it before, but a localStorage variable does get set once you've either dismissed it or clicked "book". Just removing this in your browser (once set) and refreshing will bring the popup back.

@joepavitt joepavitt changed the title Enable PostHog Apps (Interviewer) Add "User Interview" prompts Apr 4, 2023
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@joepavitt Ran me though setting this up locally, we did some extra click testing and confirmed all is working (minus two small edge cases fixed above)!

@joepavitt joepavitt merged commit 4e8e2b6 into main Apr 11, 2023
@joepavitt joepavitt deleted the 1828-feedback-prompts branch April 11, 2023 15:16
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In-App User Feedback Prompts
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