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.
These are the core elements that make up the anatomy of in-product discovery.
A series of locations throughout the product experience with which a UI pattern is rendered to deliver communications to customers.
A user experience pattern or component that is rendered in one or more locations throughout QuickBooks.
A series of varying visuals or interactive components of the same pattern. Each template has a specific purpose or usage.
When creating an in-product discovery experience, we use the following guidance to ensure visual elements are being used correctly.
The base structure of an IPD pattern consists of a visual, badge, headline/description text and buttons.
Our character illustrations are used to aid comprehension and add a lighthearted and playful element to IPD patterns.
Spot illustrations are used as a visual aid to highlight a relevant benefit or feature.
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.
Stylized product interfaces, or extracted UI, help to quickly understand a feature. Combine meaningful imagery and content to highlight a particular benefit.
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 messages give users an engaging way to discover features and learn how to accomplish unfamiliar workflows.
Animation is used sparingly to add extra emphasis on a product feature that requires steps to explain.
Our in-product discovery messages are divided into six different patterns depending on the intention.
Tell customers about new product features that will benefit their business.
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 messages give recommendations of offers that could help increase a users’ efficiency.
Confirmation messages let users know when they completed a step, took some action, or reached a goal.
Valuable information derived from data that will help our customers save time, money, or increase awareness and confidence.
Criticality is the level of urgency needed to communicate a message. The categories are neutral, needs attention, and critical.
These are the types of patterns that we use for IPD. To find detailed templates and guidance, see the Patterns section in the IPD creative playbook.
Surfaces educational content, critical communications, or first and third party offers to the user in contextually relevant locations on a page.
Drives discovery of new product offerings and welcomes the user back into the product where they left off.
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.
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.
Link patterns can be used when you want a subtle option for exposing customers to a new feature.
Here you'll find libraries and toolkits containing the assets and guidelines you'll need to get started.
Have work that’s ready for review?
Come to IPD office hours to make sure your design is approved.
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