Woocommerce-admin: Improve the Stripe set up task flow

[pmcpinto]

Without the possibility of allowing users to automatically create a Stripe account during the store setup, it becomes less intuitive in the UI that they need to create an account: https://d.pr/i/4SaVQ3
Probably this is also influencing the drop in terms of Stripe accounts created.

A good workaround could be adding more emphasis to the Create account CTA that exists in this step.

[pmcpinto]

@jameskoster what do you think it should be the best option here?

[jameskoster]

Without doing some extra work to detect if the user has an account / is logged in already, I think all we can really do is draw more attention to where the user should collect this information, via the Notice component:

[pmcpinto]

@jameskoster that could work, but perhaps it would be more effective if it's displayed before the input fields. What do you think?

[jameskoster]

I don't think it will make too much difference, as long as the notice is inside the viewport. Moving it above the inputs increases the likelihood of that being the case I suppose - so sure - we can move it :)

I suppose to make doubly sure folks know where to go, we could add links to the input helper text too:

[pmcpinto]

@jameskoster should we test a remind me later option that triggers an inbox notification? The Stripe and WCPay account creation requires a lot of info, so probably there's a significant % of users that don't want to deal with that at that moment, need to spend more time looking at the pricing, etc.

[jameskoster]

@pmcpinto I think that's a good idea, but we should make the UX invisible so that folks aren't _encouraged_ to do it later.

The back button in the app bar already provides an affordance for people to exit setup (and indicate they want to do this later).

If someone installs the plugin but doesn't connect an account in x days, we should send the Inbox reminder.

[thenbrent]

Rather than requiring API creds, it looks like it's possible to display a _Connect_ button or similar that allows merchants to connect a Stripe account, either existing or new, from within the on-boarding. Even when WooCommerce Services and Jetpack aren't installed or connected. For more information, see pb0GrA-A1-p2#comment-798 and pc1FvE-A-p2

[pmcpinto]

Rather than requiring API creds, it looks like it's possible to display a Connect button or similar that allows merchants to connect a Stripe account, either existing or new, from within the on-boarding.

That would be great. @timmyc I'm also going to add this issue to the Cycle 4 scoping, for consideration

[jeffstieler]

@thenbrent assuming the API endpoint work will be done before we start this, is it as simple as creating a button that links to a URL?

[mattsherman]

I don't know enough about how Stripe integration works to give an estimate, but if it boils down to adding a butter routing to a specific URL, I'd say 1.

[becdetat]

It isn't clear to me what has been decided for this ticket. Are we adding a notice component? An inbox note? Or are we instead adding a Connect button? cc @pmcpinto

[pmcpinto]

It isn't clear to me what has been decided for this ticket. Are we adding a notice component? An inbox note? Or are we instead adding a Connect button? cc @pmcpinto

Adding the Connect button seems to be the option that can have the biggest impact. Assuming that this is a low effort change. @thenbrent is there anyone on the Hydra side that can provide more info about adding the Connect btn?

[becdetat]

Hi @thenbrent, just wondering if you have any more info on this? Thanks :-)

[dechov]

cc @chickenn00dle in case you have any estimate on when the connection flow mentioned above could be ready for integration with the Stripe onboarding task.

[chickenn00dle]

Hey @dechov

The Connect Server changes for this have just been approved and I'm assuming will be merged shortly: 1443-gh-woocommerce-connect-server

Per pb0GrA-Pd-p2, the next step is for the Stripe PR to be reviewed and merged: https://github.com/woocommerce/woocommerce-gateway-stripe/pull/1267

This would probably be the largest time investment before everything is all ready to go as the WC-Admin PR for this is not too big: https://github.com/woocommerce/woocommerce-admin/pull/4933

In terms of estimates, I guess as long as it would take for someone in Hydra to review the Stripe PR. On my end, I'm happy to focus my efforts on responding to any feedback ASAP to get this done.

[dechov]

Thanks @chickenn00dle – I'd forgotten that there was already a PR for that in this repository.

Looks like the manual key inputs would only show up if the OAuth fails then – is that what we want, or should we still offer the key input as an option?

[chickenn00dle]

is that what we want, or should we still offer the key input as an option?

This was the default behavior when we removed default account activation: https://github.com/woocommerce/woocommerce-admin/pull/4164

A merchant would attempt to auto-create an account via email and manual inputs would only become available upon failure I believe. So when defaulting to OAuth, I had assumed this was the expected behavior as well.

If for some reason we wanted to change this, I imagine that wouldn't be too hard to do though.

[dechov]

Personally, I think a) that we should still provide a (secondary, in this case) option to enter keys manually, and b) that the notice as designed above is a good enhancement independent of the OAuth route.

I was also thinking we can link "Stripe account" directly to https://dashboard.stripe.com/apikeys – and maybe have the doc link in a "more information" parenthetical?

[chickenn00dle]

a) that we should still provide a (secondary, in this case) option to enter keys manually

I've addressed this here: https://github.com/woocommerce/woocommerce-admin/pull/4933#issuecomment-704051344