In-product discovery (IPD) is a targeted recommendation for our customers within the QuickBooks ecosystem. IPDs guide customers to discover new features and products that help them run successful businesses.
In-product discovery
Access points
A series of locations throughout the product experience with which a UI pattern is rendered to deliver communications to customers.
Patterns
A user experience pattern or component that is rendered in one or more locations throughout QuickBooks.
Templates
A series of varying visuals or interactive components of the same pattern. Each template has a specific purpose or usage.
Visual guidance
When creating an in-product discovery experience, we use the following guidance to ensure visual elements are being used correctly.
Visual anatomy
The base structure of an IPD pattern consists of a visual, badge, headline/description text and buttons.
Illustration
Lifestyle
Our character illustrations are used to aid comprehension and add a lighthearted and playful element to IPD patterns.
Spot illustrations
Spot illustrations are used as a visual aid to highlight a relevant benefit or feature.
Photography
We want our audience to identify with the images, our customers’ stories, and our brand. By using relevant imagery in IPD our customers can more easily relate to a particular feature or task.
Product expression
Stylized product interfaces, or extracted UI, help to quickly understand a feature. Combine meaningful imagery and content to highlight a particular benefit.
Badges
Use badges when communicating status or drawing attention to items. Such as: helpful, important or critical information, new product features, special recommendations or limited offers that are specific to the users’ situation.
Video & Motion
Video
Video messages give users an engaging way to discover features and learn how to accomplish unfamiliar workflows.
Motion
Animation is used sparingly to add extra emphasis on a product feature that requires steps to explain.
What’s new
Tell customers about new product features that will benefit their business.
Celebratory
Celebrations help dramatize the benefit and create emotive experiences for our customers. They drive a sense of accomplishment and encourage folks as they work toward their goals.
Promotional
Promotional messages give recommendations of offers that could help increase a users’ efficiency.
Confirmation
Confirmation messages let users know when they completed a step, took some action, or reached a goal.
Insights
Valuable information derived from data that will help our customers save time, money, or increase awareness and confidence.
Criticality
Criticality is the level of urgency needed to communicate a message. The categories are neutral, needs attention, and critical.
Hello box
Surfaces educational content, critical communications, or first and third party offers to the user in contextually relevant locations on a page.
Bottom drawer
Drives discovery of new product offerings and welcomes the user back into the product where they left off.
Hero state
Displayed when a customer selects a tab from the left navigation for a feature/product that they haven’t used or set up.
After task modal
Drives discovery of new product offerings, welcomes the user back into the product where they left off, or confirms when a task has been completed.
Content
Used when a customer wants more info on a subject, needs help getting started with a new product or feature, or wants to take the next action on a campaign.
Text link
Link patterns can be used when you want a subtle option for exposing customers to a new feature.
Available libraries
Here you'll find libraries and toolkits containing the assets and guidelines you'll need to get started.
