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feat: Dashboard templates in onboarding #23065

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24 of 29 tasks
raquelmsmith opened this issue Jun 18, 2024 · 0 comments
Open
24 of 29 tasks

feat: Dashboard templates in onboarding #23065

raquelmsmith opened this issue Jun 18, 2024 · 0 comments

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@raquelmsmith
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raquelmsmith commented Jun 18, 2024

To help people get started with PostHog product analytics faster, we want to enable them to use dashboard templates in the onboarding flow. This will:

  • Get them to insights faster - exactly what templates are good at
  • Help them leverage autocapture events - they are hard to figure out how to use, so people dont' see how powerful they are
  • Help intro them to the toolbar on their website
  • Intro them to Actions, which are a super cool part of PostHog

Rough mocks from Cory:

image

To dos:

  • Add feature flag that this can be developed behind (feat: add flag and onboarding steps for dashboard templates #23069)
  • Add dashboard template selector and configurator to onboarding steps (feat: add flag and onboarding steps for dashboard templates #23069)
  • Add iframe to load customer's site, using hosts from ingested events (feat(onboarding-dashboard-templates): get the iframe loading #24692)
  • Add option to "select from site" for template variables
  • Link the toolbar action creator to the template feat(onboarding-templates): create actions from within the iframe #24825
  • Update toolbar action selector UI to work for this
    • Let people say if they want to include the element text, href, and page url
    • Hide existing actions section
    • Change button text to just "Select element"
  • Make sure people can only use this if they have haven't installed the snippet
  • Dashboard creation confirmation screen
  • Let someone use pageview as a variable
  • Make sure this only shows up if there are actually any templates (eg self-hosted won't have any templates - but maybe it should?)
  • Make the iframe loading timer thing work for this - pull apart from heatmaps
  • Audit existing templates for:
    • Make sure the template makes sense to use here
    • Make sure variable names and descriptions make sense for this new flow
    • Add templates we need?
  • Let people select "any pageview" or "any screenview"
  • Make it clear people can edit these later
  • Add analytics / tracking
    • Make sure we can differentiate between insights / dashboards made through this and through manual creation
  • Let someone switch the site URL (eg view pricing on posthog.com, sign up on us.posthog.com)
  • Fix toggle color in action popover
  • Let someone edit the URL with regex
  • Use separate keyed logic for the variables
  • Add feedback form
  • Add "I need a different template" option
  • Skip on mobile? Or make mobile friendly.
  • Hide the docs panel when someone gets to this screen
  • Maybe just skip altogether if they don't have posthog-js events?
  • Don't let the iframe be a s long as the variables, constrain to vh
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