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[UX] How can we improve the dismiss action in feature discovery moments

Problem

Currently, if a free user interacts with some specific feature discovery moments they have the option to select "Don't show me this again. If a user selects this option the element is removed forever so the user has essentially deleted a portion of the UI that they can never get back with just one click. This experience is also different throughout the app where some feature discovery moments don't have this option at all while others do.

Examples:

Issue weights Service Desk Analytics Issue export
Issue_Weights_Control Service_Desk Analytics Issue_Export
Selecting "don't show me this again" deletes this portion of the UI forever unless the user upgrades Selecting the "X" deletes this portion of the UI forever unless the user upgrades User has no option to close/delete this portion of the UI Selecting the "X" closes this window but the export option remains and a user can interact with this upgrade moment again in the future

UX Request

  • How can we better support users by providing a consistent user experience when interacting/closing upgrade moments?
  • How can we ensure free users can collapse or close upgrade moments but still give them the option to interact with the upgrade moment again in the future?
  • Do we need to allow customers the ability to hide all upgrade moments via a setting and/or provide the option that they should only appear for admins/owners?
  • Do we need to allow self-managed instances the ability to disable upgrade moments even if the instance is free?

My personal thoughts

  • Free users on .com should not be able to hide upgrade moments forever as we're paying the hosting costs for their account and providing them with a free service, upgrade moments are an accepted part of a free user experience
  • If someone is a paying customer, I think it makes sense to give them some control over upgrade moments giving them the ability to have them display for all users or only admins/owners. This would allow customers to turn them off most of the time to reduce noise from users and turn them on when they're looking for feedback on if they should upgrade the instance
  • I don't have a strong opinion on self-managed free upgrade moments. I can see both sides that open-source users would likely want to disable them but we are also providing them a free product. It could be something where we default them to on but they have access to the setting to turn them off.

Checklist

  • Use list of upgrade moment and feature discoverability per stage
  • Discuss and define strategy w/ stakeholders in accordance to Product strategy and efficiency items.
  • Create an overall flow for the display logic. For SaaS and Self-hosted instances.
  • Adapt the design based on the new flow.
  • Reflect the changes in the handbook and/or in Pajamas.(If necessary).

Higher tier feature discovery display matrix (TBC)

Admins


SaaS & Self-managed instances

Free/Core Bronze/Starter Silver/Premium Gold/Ultimate
Hide higher tier feature discovery
Remove higher tier feature discovery from the U.I -

Non admins


SaaS and self-managed instances

Free/Core Bronze/Starter Silver/Premium Gold/Ultimate
Hide higher tier feature discovery
Dismiss and remove higher tier feature discovery from the U.I - - - -

Flows

7e2e1ba0-59d7-4113-aa8e-c51c3ae663bb

First solution

image Variant for non-admin ; admins in free tiers; admins in paid tiers.

image Setting for paid admins only. Would most likely live in the admin area for Self-hosted instances.

Edited by Kevin Comoli
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