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Reducing unnecessary user interaction in Gatsby Cloud

Shannon Soper
December 9th, 2019

In my last blogpost, I introduced how we’re making it easier to start with Gatsby Cloud for free with starters. This blogpost introduces the next set of changes that we shipped to help users get started faster. How did we know what changes would help users get started faster? Well, we infer from history to reduce unnecessary user interaction. That’s quite a mouthful, so it needs some explanation.

The problem

So what problem did we learn about during usability tests?

When watching folks onboard onto Gatsby Cloud, there was a clear point of confusion. Please see the screenshot below and read the thought bubble which depicts approximately what users said during usability tests.

screenshot of step two of Gatsby Cloud onboarding, during which users select an organization from GitHub. I drew a speech bubble on top of the screenshot pointing out that users are confused by this screen. The speech bubble says: “Wait, I don't want to create a repository in my work's GitHub organization. Terminate mission!”

What was the real problem?

We knew users were confused, yet we didn’t know how to resolve their confusion quite yet. Here are some principles that helped us figure out the reason for the confusion and how to resolve it.

Interaction is negative

I know, I know, this is a bit of a purposefully inflammatory and misleading statement. Interaction design is something I care about and do full-time along with many of you, so why would I say it’s negative? Well, the real phrase ought to read “unnecessary interaction is negative.” So anything software can do to reduce the amount of unnecessary interaction it takes to reach a goal is good.

So how do you reduce unnecessary interaction?

Reduce interaction by inferring from history and the environment

To reduce interaction, you can infer “as much as possible from history and the environment.” See this quote below:

If the software properly infers as much as possible from history and the environment, it should be able to produce at least a reasonable starting point for the context model. Most of the user’s interaction will then consist of correcting (or confirming) the software’s predictions. This is generally less stressful than constructing the entire context from scratch.

Brett Victor, “Magic Ink”

The principle is to make the best guess we can of what the user wants and then let them correct our best guess if it’s wrong. And our best guess will be right most of the time, if we infer from history and the environment.

So what could we infer from “history” and the “environment” to solve the problem we had in Gatsby Cloud, where everyone was confused and frustrated at needing to choose a GitHub organization?

Inferring from history

The first step is simply to look at history; I’ll take you on a tour of the user’s brief history in the product before they hit their point of confusion.

User selects starter

In this first screenshot, the user selects a starter.

Screenshot of the starter page

User logs into GitHub and into Gatsby Cloud

Next, the user logs into GitHub and give Gatsby Cloud permission to connect with their personal GitHub account.

Screenshot of the Gatsby Cloud login page with a thought bubble the author drew on top of the screenshot. The thought bubble contains the text “Alright, I can sign in with Git Hub. I have an account!”

Unnecessary interaction: user adds new GitHub organization

Then, this screen asks them to “add new organization.” This is where the software failed to learn from recent history. The user just gave the system access to their personal GitHub account. Access to their personal GitHub account is the last value they gave the system and we ought to stick with that value.

Screenshot of the landing page for first-time visitors who have logged into Gatsby Cloud with a thought bubble the author drew on top of the screenshot. The thought bubble contains the text “What organization? GitHub organization? If so, why would I need to connect to GitHub again?” and "Gatsby Cloud, you have left me with no choice...I must click this button" referring to the "Add New Organization" button

By the time the user adds an organization (and they don’t know why they have to add it), and sees this next screen below, of course they are confused about why they added an organization. They usually don’t need to because they already added access to their personal GitHub account!

screenshot of step two of Gatsby Cloud onboarding, during which users select an organization from GitHub. I drew a speech bubble on top of the screenshot pointing out that users are confused by this screen. The speech bubble says: “Wait, I don't want to create a repository in my work's GitHub organization. Terminate mission!”

Reducing interaction

To reduce interaction by inferring from history, we assume the user wants to save their first site in their GitHub personal account, the last value they provided us with when they logged in. They can correct this assumption if it’s wrong.

First-time visitor

The assumption that user wants to save their first site in their personal GitHub account is reflected in the following GIF that shows the user does not have to interact with the software to tell us where to save their site, though they can correct the default (their personal GitHub account) if it’s wrong.

A GIF depicting a screen in which the user names their site and clicks “Next." There is text on the screen that reads: “we’ll create the repo under your personal GitHub account. Want to host it on a GitHub organization instead? Add it here!”

Returning user

If there is a returning user that has already connected their personal account plus at least one more organization, their personal account will be the first item in a list and will always be pre-selected. This makes sure that, again, they do not have to interact with the software except to correct it, if it’s wrong.

This GIF depicts the screen in which the user names their site and their personal account is at the top of a list of GitHub organizations and is pre-selected as the destination for the site.

What’s next?

Stay tuned for more blogposts about why we:

  • Added a free pricing tier, which lets you use Gatsby Cloud for free for blogs, portfolios, etc.
  • Made it easy to connect existing sites to Cloud
  • Shipped Gatsby Preview
  • Offer customized assessments of your builds, including Lighthouse scores

As a design team, we’ll also keep blogging about what we’re working on. This includes:

  • Transferring the principle of inferring from history so users choosing “I already have an existing Gatsby site” get the benefits of that principle as well
  • Adding more starters, including MDX, to do some of the work for you
  • Adding more integrations to do some work for you
  • Easy-to-read error messages that help you debug
  • More customized assessments of your builds, including performance budgets, structured logging, etc.
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