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InVision DSM - Onboarding New Users is Confusing for New Users

PROBLEM 01: INVITING NEW PEOPLE TO DSM IS CONFUSING FOR NEW PEOPLW
Adding a team member to the DSM is easy for an Admin, BUT it confuses the new user when the user does not currently have an InVision account. The invitation email is not as helpful as it could be.

Current email language:

"[JANE DOE] has added you to the [ACME] organization on InVision Design System Manager.
To join, sign-in to InVision using your email [myaddress@email.com], and visit DSM."

Problem with Current email language:

Clicking the email link takes me to a login page, but I do not have a password yet, so I cannot log in. It takes too long for people to realize that they have to create a new account. The invitation email only works for returning users, not new users.

PROPOSED SOLUTIONS: 

  1. Change the email language; the current email does not speak to new users.
  2. Update the email language to mention the fact that you might have to (or PROBABLY HAVE TO) create a new account BEFORE you can access DSM, so the expectation is set, AND provide a link to create a new account, NOT sign in… since most people will not be able to sign in yet.
  3. Update the DSM sign in form to make it more obvious that I need to create a new account - simply add a "Don't have an account" call to action.

 

PROBLEM 02: PEOPLE LOSE THEIR DSM INVITATIONS

It is easy to invite someone to join DSM the first time, but when they forget to join and weeks or months pass, it is too hard to send them a new invitation. I think I'd have to delete the user, then add them again to trigger a new join email (which should apply solutions mentioned in PROBLEM 01 above).

PROPOSED SOLUTION:
Add a link to send a new invitation - see attached "invite@2x.png"




In the image above, the call to action to create a new account is more visible than the current form. The title and sub title have been optimized for new users.In the image above, a new option has been added to resend an invitation.

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    Shaina Torgerson

    Hi Jono,

    Thank you very much for taking the time to outline your concerns with the way DSM Onboarding is currently set up, as well as your proposed solutions for these issues. I will be forwarding this along to our Support team so that they can track your suggestions appropriately. Please look for a message from our Support team soon. 

    Part of my job is to take important threads from Community to meetings with relevant Product Managers to discuss the struggles our customers are having. I will be sure to raise your concerns and request in my next meeting with the DSM Product Manager.

    We believe that using InVision product should be seamless and intuitive. Hearing from customers like you helps us improve our products each day.

    Thanks again for you help,

    Shaina

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