IPD Access Points

IPD Access Points are messages inside the product that alert users to new or relevant offers. IPD Access Points should feel like integrated parts of the UI, not like banners or advertisements.

Web

When to Use

  • When a new tool or service solves a pain point the customer is currently experiencing
  • When customer data indicates a pain is being felt by the user
  • When customer data can be leveraged to intelligently target users with a solution that is right for them

 

Appearance & Behavior

Copy Guidelines

Most IPD messages lead with an insight, follow with a value statement, and end with a call to action.

  • The insight (often in the form of a bold header) lets the user know why the message is relevant to them. It can reference a pain point the customer is experiencing, show useful data about their business or businesses like theirs, or provide information about regulations and requirements that apply to them.
  • The value statement (usually the body of the message) explains how the offering benefits the user. It should connect to the insight in a clear way (for example, by explaining how the offering can address their pain point or help them fulfill a requirement).
  • The call to action (usually in the form of a link or button) tells the user what to do next and sets expectations for what will happen when they click.

Left Navigation Link

The last link in the left navigation can be used for IPD. These links are always blue (#00ADEC), and always use the IPD icon (star in a teardrop). The IPD offerings can change in different sessions.

Left Nav IPD link

Left Navigation Link

Activity Feed Tips

Activity Feed Tips deliver targeted, relevant information to the user’s homepage. They contain an insight (in bold), a brief value statement (1-3 lines), and a call to action link.

ipd icon

Activity Feed Tip

IPD Information Message

This pattern is similar to the Information Message. IPD Information Messages deliver targeted information relating to a specific page in QuickBooks. They contain an insight (in bold), a brief value statement, and a call to action link. The entire message should fit on one line if possible.

IPD Message

 

IPD Guidance Tooltip

An IPD Guidance Tip uses the Guidance Step-by-Step pattern to highlight a feature or offering that relates to a particular item on a page. These tips always explain the value of the offering, but may or may not contain an insight and call to action, depending on the context. These messages should display for a limited period of time and provide an option for the user to dismiss them.

The IPD Guidance Tip in the example below highlights the insight in the data visualization bar, relates that insight to the value of the offering, and provides a call to action link.

IPD Guidance Tooltip

 

The next example points to the Online Payment On/Off toggle and explains the value of turning on Payments.

guidance-IPD-invoice

IPD Guidance Tooltip

Sticky Footer Link

Sticky Footer Links use the existing Trowser sticky footer to display a relevant access point. Since these links are typically static for each transaction type, it is best to use this pattern to feature products and services that users are likely to purchase repeatedly, like checks.

in-workflow-footer IPD

Sticky Footer Link

After Workflow Modal

After Workflow Modals use the End of Flow Confirmation (Modal) to suggest an offering that will make the workflow easier in the future. The header confirms that the user has successfully completed the workflow. The body of the message explains the value of the offering or feature. The Modal also includes a call to action button and an option to dismiss the message.

IPD-after-task

After Workflow Modal

Promoted Content

Promoted Content invites users to extend the product’s functionality, without detracting from their ability to find and use the existing features. It should look distinct from and secondary to the other content on the page. For example, the Fathom access point below is located beneath the other content and has a contrasting visual treatment.

Promoted Content

 

Upgrade Icon

Used in the Global Create Flyout, the upward facing arrow icon indicates functionality that isn’t available until the user upgrades. The icon always displays to the right of the menu item.

Upgrade Icons

 

Login

The goal of the login screen is to optimize for allowing users to log in; the IPD spot plays a secondary role to the login fields, it’s primary purpose is for awareness. In the IPD area:

  • Use one call to action; the call to action opens a page in a new tab.
  • Use a photo from the QBO Brand portal that illustrates the offering.
  • On the phone and during the password recovery flow, hide the IPD spot.
  • Keep headline and body copy concise.
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