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Owner

Ahmed-Tijani Umar (Unlicensed)

TPM

Sanmi

Mobile Eng

TBD

Summary

A single carousel for displaying multiple product banners on the banking dashboard

Status

DISCOVERY

Next Milestone

18th Nov 2024: PRD Review with Sanmi + Goke

Problem Definition

 Objective

The banking dashboard should have a single section for action and information banners.

 Success metrics

  1. Carousel now supports multiple product banners

  2. Action banners have CTAs on them

  3. Reduced clutter on the dashboard

 Stakeholders

Responsible

Accountable

Ahmed Sanmi

Consulted

Paul

Informed

Ope

 Context

A banner allows products to display information or get user actions on the dashboard. They can be for information purposes like Rewards or customer actions like KYC upgrades.

Multiple products want to display their banners on the dashboard. Some examples are:

  1. Reward campaigns 

  2. CAC

  3. KYC action (coming soon.)

  4. Payments - Activate MFA [currently a pop-up but could be a banner]

  5. General information

There are two issues with our banners on the dashboard today:

  1. Multiple banners, multiple sections: When multiple product banners are displayed, they each take up a full section of the dashboard layout, which wastes real estate and makes it cluttered.

  2. Hardcoded banners: Products can only add hard-coded static banners to the dashboard. They need a plug-and-play system to display banners for customers.

To fix this we decided to:

  1. Extend the current rewards banner to allow other products to create banners.

  2. Create a carousel to display all product banners, ordered by priority.

Priority: KYC upgrades > Rewards > Payments > CAC> General information

 Scope & Constraints

Scope

  1. We will be creating a carousel on the dashboard to house all banners

  2. We will extend the current rewards banner to enable other products to create banners.

Constraints

  1. All banners going forward must exist in the single carousel

Reviewed by

Status

 Risks & Mitigation

Risk

Mitigation

Customers missing an important banner when multiple banners are shown

Ensure banners are properly prioritized based on importance.

Banners failing to load

Have a fallback in case the banner doesn’t load

Clicking an action banner doesn’t redirect users to the relevant section

Action banners must have a deep link where users are redirected to

An information banner should be dismissable

Information banners should be dismissable by users. The current CAC banner for example isn’t dismissable

Solution Definition

 Key Features

The Customer engagement harmonization will introduce two new features to the dashboard:

  1. Banner carousel: The mobile carousel serves as a way for us to display multiple banners to teams.

  2. Improved Product banners: We will introduce two types of banners with this update:

    1. Information banners: These are banners that only display information.

    2. Action banners: Action banners will have a CTA attached to them.

Reviewed by

Status

 User Stories

User profiles

  1. Business owners + Admin + Business manager staff users: Can see all banner types and take action on them

  2. Cashiers: Can only see information banners.

  3. Back office user: Can trigger different types of banners on an account

User stories

As an internal service

  1. I want to be able to create a banner to be displayed to users.

  2. I want to be able to create either action or information banners

  3. I want to be able to set how long the banner should be displayed. I can set:

    1. Timed banners: These are banners that disappear after some time

    2. Pending banners: These banners require user action to be dismissed. The user action can either be clicking on the banner or performing the related action that dismisses it.

  4. I want to be able to set the following information for my banner:

    1. Banner title

    2. Banner content

    3. Banner image

    4. Banner CTA (optional)

As a customer

  1. I want to be able to see all product banners in a single carousel

  2. I want to be able to dismiss information banners once I’ve read the information

  3. I want to be able to click a banner and be redirected to a page to carry out an action

 Designs

TBD

 Competitior references

Revolut

Revolut has a clean banner system that shows information over a plain background with a supporting image if necessary:

image-20241118-064203.png

image-20241118-064015.pngimage-20241118-064725.png

Opay

Opay’s approach to banners is similar as seen in this banner that requires users to verify their email address:

image-20241118-065030.png

image-20241118-065117.png

image-20241118-065154.png

 Decision Log

Question

Decision made

Decider

Date

Can we reuse the Rewards banner for this?

Yes

Ope

Nov 2024

Launch Readiness

 Key Milestones

TARGET DATE

MILESTONE

DESCRIPTION

EXIT CRITERIA

29th November 2024

🧪 Testing

QA testing

Cleared by QA for beta

6th December 2024

⏲️ Beta

Beta testing to see how the product fares

The new carousel can handle multiple banners in production

Next app release following beta.

🚀 Launch

All customers will get the new banner carousel displayed

Measure and monitor

 Tracking & analytics

Mixpanel

We need to set up the following event to track user interactions with the banner:

Event name

Description

Attribute(s)

homepage_banner_clicked

This event is fired when the user clicks a banner on the dashboard carousel

Product: What product banner did they click?

Type: What type of banner was clicked?

Where: personal app, business app, web?

homepage_banner_dismissed

This event is fired when the user dismisses a banner on the dashboard carousel

Product: What product banner did they dismiss?

Type: What type of banner was dismissed?

Where: personal app, business app, web?

 FAQs and Open questions

Question

Answer

Will there be any back-office work required?

Impact [Post Launch]

 Success

TBD

 Quantitative analysis

Category

Metric

Goal

User Engagement

CTR per banner type

High CTR for action banners

Dismissal rate for information banners

High acknowledgement rate

Conversions

% of users who complete the action prompted by a banner (e.g., completing KYC or activating MFA).

Defined by each product team

Priority compliance to ensure users see important banners first.

100%

Performance

Banner load success rate

99%+

 Qualitative analysis

Category

Metric

Goal

Satisfaction

Customer feedback survey

Positive perception (4/5+ rating)

 Next steps

TBD

Changelog

DATE

DESCRIPTION

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