Growth/Focus on help desk

This page describes the Growth team's work on the "Focus on help desk" project, and contains major assets, designs, and decisions. Most incremental updates on progress will be posted on the general Growth team updates page, with some large or detailed updates posted here.

This is the link to an interactive prototype of the "help panel" feature we are building to support this project, described in detail on this page.

Summary
It is common for new editors to face technical, conceptual, and cultural challenges when they start editing. They have specific questions, and could benefit from a human editor answering their questions. Most wikis have a help desk where new editors can ask questions, and such venues have been proven to be effective, especially the Teahouse in English Wikipedia (see this paper for an analysis of impact). The problem is that most new editors don't know about or find the help desk -- even though they frequently receive "welcome templates" on their talk pages with links.

We have two hypotheses:


 * Newcomers are more likely to seek help when presented with an easy way to submit questions.
 * Newcomers are more likely to complete edits by knowing where to seek help.

Therefore, the "Focus on help desk" project contains two parts:


 * 1) Invite new editors to the help desk.  We had four ideas for how to invite them: by posting on their talk pages, by using banners, through email, or by adding a link in the editing context.  We have decided to invite new editors to the help desk by adding a clear and obvious link to the help desk inside their editing experience, which we are calling the "help panel". That's for these reasons:
 * 2) * We know from the New Editor Experiences research that getting help in-context is important. This would offer a link to get help at the moment when users need it, and in a place that currently has no clear way to get help.
 * 3) * We have open questions around the "In-context questions or chat" idea, and this will help us learn whether there is demand for such a feature.
 * 4) Once we are successful at driving new editors to the help desk, undertake improvements to the help desk itself that make it a better place to ask questions.  This might include listing new questions at the top of the page or notifying new editors when their questions have been answered.

The Growth team is building Part 1 (the help panel) first during 2018 Q2 (October 2018 - December 2018). Our goal is to deploy an initial version of the help panel at the beginning of January 2019 inside an experiment. After analyzing the results, we will decide whether and how to pursue Part 2.

Comparative review
Our team's designer reviewed the way that other platforms (e.g. SurveyMonkey, American Express, Codecademy) offer help in-context to their users (see this task for details). We think there are best practices we can learn from other software, especially when we see the same patterns across many different types of software. Even as we incorporate ideas from other software, we will still make sure to preserve Wikipedia's unique values of openness, clarity, and transparency. The comparisons are shown in this slide deck, and the main takeaways are:

In-context help UIs


 * In-context help is usually presented as a sticky button or tab in the bottom right of the screen
 * Clicking on help will usually open up a sticky panel over the UI offering one or more help options
 * Users are often able to search and view top help topics within the in-context help panel
 * In-context help will also link users to the dedicated/primary help center/forums
 * General/site-wide Help is usually a primary navigation option as well, and may also enable access to chat/feedback within the UI
 * Indicators of privacy and security also often shown in the expanded help UI


 * Mobile (app/web) versions typically do not have help accessible in-context but accessed as a primary navigation item that opens separately

Types of help offered in-context


 * Link to a Help Center / Help Desk
 * Top FAQs listed for that particular context
 * Live chat
 * Video/Tutorials
 * Guided tour links
 * History of previous help queries
 * Community forums - used in a couple of places where there is less expectation of immediacy in response times and level of ‘service’
 * “Report a bug” - for users to send feedback about unexpected behaviors/bugs, often with the option to include a screenshot of the UI. Implicit expectation is the user should not to expect a response.

Features of Chat/Q&A in help


 * Users are able to email questions using the chat panel when there is no “Live” agent is available
 * Users are given feedback on response time windows and where they can expect answers
 * Voice and tone of chat is friendly and personable, sometimes with emoji and gif options in chat.
 * Users likely expect a level of service, as chat is typically provided by paid customer service reps.
 * Privacy links and information about how chat history is managed is clearly shown
 * Frequently asked questions/topics common for the particular context is often presented in the same UI as an less engagement-heavy help alternative for users
 * Automated answers / “Answer bots” are sometimes offered first to try to resolve the issue before users are given the option to post their question

Review of similar Mediawiki features
As we discussed ideas for the help panel, several WMF staff reminded us that two similar-sounding features had been worked on in the past: MoodBar and Article Feedback. Those features (though no longer in use) both gave users an in-context tool for providing information, and so we think we can incorporate learnings from them. The details of this work are on this task, and the main takeaways are: Article Feedback Tool


 * Potential for account creation and editor activation - anonymous users who start an edit may be prompted to create an account when asking for help so that they can get feedback from the “Help team”.
 * Provide more upfront help options prior to allowing submission of free-text comments and questions - Per findings from the Article Feedback Tool, making it too easy to submit unstructured and out-of-context comments about articles leads to a high degree of noise for moderators. Whilst our hypothesis is that users who are in the editing context and seeking help for a specific task may be less likely to submit un-useful questions, providing more self-directed help alternatives upfront may further reduce volume.
 * Mechanisms to provide context to comments – The lack of context to comments in AFT was a main point of dissatisfaction for editors. For in-context help, it would be ideal if users submitting a question or comment would be able to denote where in the article or UI they would like assistance – for example being able to submit a screenshot along with their question, or being able to highlight the section related to their comment.
 * Making interactions into actual edits - This tool created a separate queue of work for experienced editors to deal with, that they couldn't manage through their Watchlists or RecentChanges, and current curate with existing processes for removing damaging content. It is important that any additional traffic we create can be managed through existing systems, which is done most easily if interactions with our feature are done as posts on wiki pages.

MoodBar


 * Capturing email for responses is an effective option – As shown in the MoodBar experiment, email notifications is an effective means of engaging new editors.
 * Clear, prominent call to action for new editors to ask for feedback/help - per high level findings, the addition of a tooltip drawing attention to the MoodBar significantly increased its use.
 * Tracking the perceived helpfulness of responses is important - It would be useful for us to track similar new user perceptions of feedback, since a poor experience from receiving unhelpful advice has been shown to negatively impact editing.

Design for help panel
Our evolving designs can always be found in this interactive prototype. These clickable mockups also contain other design ideas for future iterations of the help panel, although some elements in those mockups may be obsolete.

The "Comparative review" and "Review of similar Mediawiki features" were critical in the design process because they helped us "dream big" to explore the space of what the help panel could eventually become. Our team mocked up and discussed many ideas that probably will not become part of the help panel unless we see that earlier, simpler versions are successful. First, we are going to work on an initial version of the help panel to be deployed in January 2019.

Initial version
In the initial version of the help panel, we want to answer these questions:


 * Will newcomers click on a clear option to get help during the editing experience?
 * Do newcomers seem more interested in reading content to answer their own questions, or in asking a question for others to answer?
 * Will newcomers take action to write and post a question to the help desk?
 * Will the presence of the help panel increase new editor retention?

Therefore, we have decided to include these elements in the initial version, detailed in T206717 and T209318:


 * A call to action in the editing context.
 * A panel that opens containing links to helpful existing pages.
 * The ability to ask a question from that panel, and for that question to be automatically posted to the wiki's help desk.

The mockups below show initial designs for that functionality as of November 2018 (to see the most up-to-date designs, use this interactive prototype). Right now, we intend to show this only to newcomers, but we will need to define that term exactly in terms of number of edits or number of days on the wiki (details on this Phabricator task). We also know that the wording in the feature is very important here, because it is critical that newcomers understand where and how information they write will be posted, and when and where they can except a reply. These mockups only contain some initial drafting of the wording, and we'll continue to refine it. We are hoping for strong ideas from community members, so please post any ideas on the talk page.

Business rules for initial version
Below are the current rules we're using to determine who receives the help panel and how it works. These may change as our team and the community continues to discuss and learn from the feature.


 * Users: the help panel will be a feature that can be turned on and off in user preferences. When it is deployed in January, it will be turned on to only newly created accounts (not auto-created) from the deployment date forward (except for a control group that will not have the feature).  All other users whose accounts were created before the deployment date will have the feature turned off, but will be able to go to their preferences to turn it on if they wish to try it out.  We will also be embedding an option to turn the help panel off inside the feature.  Our team discussed the possibility of turning the help panel on for all users, but wanted to first learn about how new users interact with it, and we want to make sure not to flood help desks with incoming questions.  See this Phabricator task for the discussion.
 * Namespaces: the help panel will be available in all namespaces. Our team discussed limiting the feature to only the main article namespace because the help documentation linked in the panel is mostly relevant to that namespace.  Ultimately, we decided to make it available in all namespaces so that we can learn in which namespaces people are most commonly looking for help -- we know that new editors struggle to edit the Talk namespace.  We will also encourage communities to develop documentation relevant to editing other namespaces (particularly the Talk namespace) so that we can make those links available in the appropriate namespaces.  See this Phabricator task for the discussion.
 * Headers: the help panel will automatically post users' questions to their wiki's help desk, and will automatically generate a header for that post. We have decided that the header will include the title of the page from which the question originates (with a link), as well as a number to distinguish it from questions that may have originated from that some page.  Users will be able to decline to include the title in their header, if they consider it sensitive.  See this Phabricator task for the discussion.

Wording for initial version
The wording for the help panel is in progress, and the current state can always be seen in the interactive mockups. Some of the most important things we have been considering in the wording are:


 * How to make it clear that by asking a question in the help panel, users will be posting in public?
 * How to encourage users to add their email address, since that is the best way for them to find out when they get a response to their question?
 * How to give users the option of excluding the title of the page they're editing from the automatically-generated header in the help desk, if they want to keep that private?
 * How to correctly set expectations about how quickly a user can expect a help desk response?
 * What to include in the automatically-generated header in the help desk?

User testing for help panel
During the week of November 26, 2018, we used usertesting.com to conduct eight tests of the help panel interactive prototype with internet users unaffiliated with the Wikimedia movement. Four tests were done on desktop and four were done on mobile. In these tests, respondents are compensated for trying out the mockups, speaking aloud on what they observe, and answering questions about the experience. As our team's designer described on the Phabricator task, the goals of this testing were:


 * 1) Gauge the discoverability of the help pane call to action and help pane
 * 2) Identify improvements to the usability of the help pane:
 * 3) * Do users understand they can edit and use help links at the same time?
 * 4) * Are users able to successfully follow the steps to post a question?
 * 5) * Is there anything users that would like to be able to do from the help pane that they are missing?
 * 6) Gauge user reactions to the help pane and expectations of how their questions will be answered.

Summary of findings


 * All users found the help panel contents to be very useful in getting help for editing.
 * No one had issues with having the article title included in the question.
 * Most participants would post a question to the help desk as a last resort after trying to help themselves through clicking on links, with two people saying they would likely not post at all as they would want a more immediate response.
 * One user said they would more likely just Google the editing help over the options shown.
 * Whilst it was understood that the Help desk would be answered by volunteers, many participants wanted more reiteration and clarity of expected wait times.
 * Clear layout of options, shown in the order in which almost participants said they would seek for help.
 * Discoverability of the help panel call-to-action may be reduced in the case when the user is using the Visual Editor or wikitext2017 editor because those editors have a competing “?” icon.
 * One user suggested having an example question in hint text.
 * One user wanted more information shown about when their question was viewed and by how many people.
 * Two users mentioned the help recommendations shown on the Help Desk seemed disjointed from what was shown in the help panel.

Recommendations (not all of these will be implemented)


 * Prioritize the Searching help task inside the help panel.
 * Provide clearer times on both the review and confirmation screens for when a newcomer should expect a response from the help desk.
 * Add a more specific help question sample in the placeholder/hint text.
 * Experiment or A/B test alternative text on the initial “Ask a question” call-to-action.
 * Show a first-run tooltip/pulse indicator to highlight the new help panel.
 * Add an additional menu item to existing editing toolbar help on Desktop VE or Wikitext2017 which opens the help panel.

Resources
Because many communities don't have a lot of experience concerning help desks, the WMF Community Relations Team has assembled on a page with some best practices that can help communities have more successful collaborations with newcomers.