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[EPIC] Account Setup (DE1.3.1 - early onboarding)
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KStoller-WMF
Jun 24 2026, 2:18 PM
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Description

User story

As a new account holder,
I want to be guided through a brief, meaningful setup experience after creating my account,
so that my dashboard and first steps on the wikis reflect what I actually care about.

DE1.3.1 Hypothesis

If we reduce cognitive load and provide more personalized post-account creation experiences for new account holders, then a greater proportion of users will constructively activate by making their first edit.

Background

The current Welcome Survey introduces friction at a critical moment in the user journey (immediately after account creation) without offering any visible benefit in return.

Key issues:

  • Interrupts momentum: Users are prompted with a survey before they have a clear sense of what they want to do.
  • Low perceived value: The purpose of the survey is not clear to users, and it does not provide immediate, visible benefits.
  • Redundant data collection: Much of the same intent can be inferred from user behavior (entry point, early actions).
  • WMF and the Community has limited visibility into responses T394559: Welcome survey data: access to response data

The Growth team is shifting toward a model where the onboarding experience actively serves the newcomer — not just data collection — by:

  • Using survey responses to immediately shape the newcomer homepage (or personal dashboard) and suggested first tasks
  • Reframing questions around the newcomer's goals and interests, not WMF research needs
  • Reducing question count and replacing open-ended fields with visual, low-friction choices
  • Connecting each question explicitly to a visible outcome ("We'll suggest tasks based on this")
  • Inferring additional intent from behavior and entry points to reduce repetition over time
Designs

Figma file | Phab comment below

image.png (7,324×1,880 px, 1 MB)

Open questions
  • Which homepage modules or features can realistically be personalized based on survey input in the near term?
  • What is the minimum number of questions needed to produce a meaningfully differentiated first experience?
  • Should the redesigned survey be skippable, and if so, what default experience do skippers receive?
  • How do we A/B test and measure whether the redesigned survey improves newcomer activation vs. the current version?
Acceptance criteria
  • The redesigned welcome experience is shown after account creation on all platforms
  • Each question is accompanied by a visible explanation of how the answer will affect the user's experience
  • Survey responses immediately influence at least one element of the newcomer homepage (e.g. suggested edits, etc.)
  • Users who skip the survey receive a sensible default homepage state
  • Time-to-first-edit (or equivalent activation metric) is not negatively impacted vs. the baseline
  • Completion rate of the new survey meets or exceeds a defined target threshold

Details

Other Assignee
Michael

Related Objects

StatusSubtypeAssignedTask
OpenKStoller-WMF
OpenAAlhazwani-WMF
ResolvedAAlhazwani-WMF
OpenMichael
OpenNone
OpenNone
OpenMichael
OpenNone
DeclinedNone
OpenNone
ResolvedKStoller-WMF
OpenNone
OpenNone
DuplicateNone
OpenNone
DeclinedNone
DeclinedNone
OpenNone
OpenNone
OpenMichael
ResolvedMichael
In Progressjsn.sherman
ResolvedAAlhazwani-WMF
DeclinedNone

Event Timeline

KStoller-WMF renamed this task from Welcome Survey 2.0 to Welcome Survey 2.0 (DE1.3).Jun 24 2026, 2:21 PM
KStoller-WMF renamed this task from Welcome Survey 2.0 (DE1.3) to Account Set up / Welcome Survey 2.0 (DE1.3).Jul 14 2026, 1:46 PM
KStoller-WMF renamed this task from Account Set up / Welcome Survey 2.0 (DE1.3) to Account Set up / Welcome Survey 2.0 (DE1.3.1 - early onboarding).Wed, Jul 22, 3:14 AM
KStoller-WMF updated the task description. (Show Details)
KStoller-WMF renamed this task from Account Set up / Welcome Survey 2.0 (DE1.3.1 - early onboarding) to [EPIC] Account Setup (DE1.3.1 - early onboarding).Wed, Jul 22, 8:47 PM

Adding @AAlhazwani-WMF as the hypothesis owner, and @Michael as the delegate for DE1.3.1.

However this epic is mainly for explaining the work and tracking subtasks, and I don't think there is work to be done as part of this task. (So feel free to unasign if that messes with how you track your work).

sharing all the designs (figma file too) in this comment so that we can look through everything and address any remaning open question!

  1. right after people tap on "Create your account" we redirect them to the Newcomer Homepage and open 'Account Setup' in a dialog. the dialog backdrop of the dialog has an additional backdrop-filter: blur(30px); to so that the Newcomer Homepage is not too distractive. on mobile the dialog is full height, on desktop we set an arbitrary height of 640px/size-4000 that we can refine as we implement and test this
    image.png (856×1,880 px, 167 KB)
    image.png (856×1,880 px, 355 KB)
    image.png (2,560×1,600 px, 1 MB)
  2. if people tap on the "x" they land on the Newcomer Homepage with the default selection of suggestions as in production but the main button is "Select interests" instead of "See all suggestions". On tap it opens the 'Interests' with or w/o the seed article based on where the account creation process was initiated.
    image.png (1,712×3,732 px, 429 KB)
    image.png (1,712×3,732 px, 838 KB)
  3. when people tap on "Personalize your Home" the system brings to step 2 of 3 where they can pick one of the 3 options or skip to step 3 of 3. the 'x' close button of the dialog becomes a '<' back button.
    image.png (856×1,880 px, 184 KB)
  4. if the account creation process was initiated on a page other than an article page (Main Page also excluded even if it counts as a article page) we display random suggestions (pending decision on T433151) below a multiselectlookup. the "Go your Home" button is default quiet as long 3 interests are not picked.
    image.png (856×1,880 px, 265 KB)
  5. if the account creation process was initiated on an article page, the system uses that page to suggests related interests. the "Go your Home" button is default quiet as long 3 interests are not picked.
    image.png (856×1,880 px, 200 KB)
  6. people can add more then 3 interests, but once they add 10 interests we should a confirmation message under the multiselect lookup. additional interests are not to reload the 'Related articles' and are not considered while creating the pool of suggested edits.
    image.png (856×1,880 px, 270 KB)
  7. once people arrive on their Newcomer Homepage we: hide the welcome notification, hide the email confirmation banner, hide the growthexperiments-tour-homepage-discovery and hide the growthexperiments-tour-homepage-welcome. and we present the suggested edit based on the provided interests.
    image.png (1,712×3,732 px, 417 KB)
  8. if there are no suggested edits that match the newcomer interests we display the same message that we display in production "Select other interests or difficulty levels to find suggested edits." and the new "Select interests" button which opens the 'Interest' dialog.
    Arc 2026-07-31 14.55.01.png (1,712×3,732 px, 424 KB)
  9. when people open the suggested edits module, we display a "Interests" button that when tapped displays the 'Interests' dialog.
    image.png (1,712×3,732 px, 316 KB)
    image.png (1,712×3,732 px, 592 KB)
  10. when folks navigate off the Newcomer Homepage we display the homepage discovery banner
    image.png (856×1,880 px, 661 KB)