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Onboarding: Consolidation of account creation/connection cards #2509
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#2458
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joemcgill
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Aug 7, 2024
Assigning this to @michaeleleder to work on some design mocks for these flows. Once they're ready we can create sub-tasks for any actionable work needed to make these changes. |
This was referenced Aug 23, 2024
This was referenced Sep 1, 2024
Added a follow-up item to the task list to review the classname of the footer section of the account creation page, per this conversation. |
This was referenced Sep 9, 2024
eclarke1
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Sep 11, 2024
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This was referenced Sep 30, 2024
Closing this as completed since it was part of the 2.9 release. |
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As part of the Onboarding Improvements project (#2458), we want to consolidate the functionality and UX from three separate cards that are responsible for connecting to a Google account, a Google Ads account, and a Google Merchant Center account, into a new single flow.
Current UI:
Proposed flow
There are 4 possible scenarios to account for:
Design Overview
Design mocks are being iterated on in this Figma file.
The new combined Google account connection card will begin by asking the user to accept terms & conditions for Google MC and Google Ads before starting the connection process.
Once checked, the Connect button will be enabled, allowing the user to begin by setting up their Google account and enter the current OAuth flow.
Once all of the necessary permissions are granted, the Google combo card will see if any Ads or MC accounts already exist for that Google account.
If no accounts exist, they will automatically be created to start to onboarding process.
If the Google account already has existing Ads or MC accounts, a new combo view will allow the user to select which accounts to connect, along with some recommendations based on info we can infer from the account status. See an example of choosing an MC account in the following screenshot.
Technical Design
This feature will be worked on over multiple sub-tasks. Once #2566 issue is done, Each task should be branched off of feature/2509-consolidate-google-account-cards and PRs should be opened against the same feature branch.
The task list below is in progress.
Tasks
AppSelectControl
when only one account is available #2593The text was updated successfully, but these errors were encountered: