[$250] CRITICAL: [Marketing] Create training interstitial when you click `Track expense`

[quinthar]

Problem:

We are about to promote Track expense to 10MM+ existing users, most of whom have never used NewDot. If we are lucky, they will see our marketing message and click through to check it out. It's unlikely they have an actual expense to track at that moment, so it's more likely they are going to just sorta click around to see what's available. Some unknown number of users will intuitively figure out our UI. However, some number of users won't find it intuitive by itself, and will abandon the product.

Note: We are working on Stage 2 onboarding. However, it doesn't exist today. Additionally, even if it did, it only targets new signups -- not historical signups. Furthermore, it only educates a single use case.

Solution:

Show "inline/on-demand training" the first time you use the Track expense, to:

1. Explain what this feature does from a functional basis
2. Preview how it works, to make it less scary and encourage them to give it a shot
3. Highlight the major use cases they should be using it for

It would work like this:

<gif combo roll>

[ ] Don't show me this again
(   Tell me more!    )
(     Got it!        )

The components are:

1. A modal interstitial that shows when you tap it
2. A looping Lottie animation walking through all the animations we've already made
3. A checkbox to cause this to be hidden in the future (which sets dismissedTrackTraining=1 in Onyx locally)
4. A button that links to HelpDot for Track
5. A button to continue

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~01978ee6c0535caae9
• Upwork Job ID: 1778617803608776704
• Last Price Increase: 2024-04-12