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Since this will be a significant change to the core of the messaging experience as it relates to threaded replies, onboarding is an important consideration.
Important Links
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GA Phase Onboarding
In-product notices
In order to keep the level of effort lower for the Beta phase, we’re proposing that we leverage the new in-product notices for the Beta phase as follows.
Admin feature promo
For admins-only, this in-product notice will promote the new feature when it’s available. This is to encourage admins to turn on the setting at the system level to make it the default for users in their workspace.
Animated GIF to come
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End-user feature promo
End users will get a slightly different notice that will lead them to their account settings to enable the feature (if they have access).
Animated GIF to come
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Feedback prompt
For users who have had the threads feature turned on for 7 days, we would like to prompt them for feedback on the experience. An in-product notice will be used for this purpose as well.
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GA Phase Onboarding
In-product notices
We will use the in-product notices from the Beta phase for Admin users and for gathering feedback, but we will not use the end-user notice. The tour below will be used instead.
Tour
Another method of guidance we’re proposing for end users is a guided tour of the UI elements that relate to the new threads experienceWhen the user meets ALL the following conditions, show the pulsing dot next to the “Threads” item in the sidebar (shown below). When the dot or “Threads” item is clicked, switch to the threads view and then start the tour (beginning with the modal).
Conditions:
The user has not seen this tour before
The client has CRT enabled
The user has 1 or more threads
The user has completed or opted out of the initial on-boarding tour.Removing this condition in https://mattermost.atlassian.net/browse/MM-41281
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Tour
The tour itself will compose of an intro modal and three tips.
If the user clicks “Skip” or on any “x” at any point in the tour then we should not show any more tips and we should mark the tutorial as completed so they never see it again.
Do not allow the user to click outside any of the tips to dismiss them. They must click “Next” “x” or “skip”.
Tour Step 1: New Feature Intro
The first step in the tour here looks a lot like an This modal uses similar UI to the in-product notice, but we need more control over the rules behind when it shows and what it shows next, so it will be a custom onboarding component that shares the UI of the in-product noticenotices but shows dots to indicate the progress through the tour.
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Tour Step 2: Global Threads View Intro
This tip appears as soon as the user clicks “Take the tour” in the modal above. In order to show this tip we need to force open this view (ie switch the user to “Threads” from whatever channel they were viewing before)
For each of the following tour points, an animated pulsing dot displays under the the tour point arrow to draw attention to the are of focus.
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Tour Step 3: Global Threads List
This tip appears as soon as the user clicks “Next” on the step above.
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Tour Step 4: Global Threads List - Unreads Filter
This tip appears as soon as the user clicks “Next” on the step above.
Once the user clicks “Finish tour” then we should dismiss the tips and mark the tour as complete so the user never sees it again.
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RHS Threads Tour
When Separate from the tour above, when the collapsed threads feature is enabled, the first time a thread is opened up in the RHS, this tour point displays. A user should only see this once, so we should store (separately from the tour) when they’ve seen this tip so it never appears again.
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