Onboarding new Wikipedians

Work by the editor engagement experiments team to get new registered Wikipedians to quickly become productive members of the community. Getting people up to speed in an organization or community is often called "onboarding". It is a term borrowed from human resources departments, but is now a common piece of the user experience design parlance.

Rationale
As a follow-up to our work improving the account creation user experience, we have decided to focus on increasing the number of registered accounts that contribute and reach their fifth edit. There is more on that at our prioritization notes and Quarterly Product Plan.

User experience
Our two goals for onboarding are:


 * 1) Help editors accomplish their immediate objective, if they have one.
 * 2) For users without a task in mind, get them to contribute something useful right away.

We've created four personas to help understand the most common types of user registering, their experience level, and what task they might have in mind.

Other onboarding tactics might involve helping users develop social connections or find help, or alternatively, get users to complete tasks such as profile completion prior to making any kind of substantive contribution to the encyclopedia. While it is standard for other applications to encourage people to fill out things like profiles or complete a checklist of tasks before using their product, the Wikipedia way is to encourage people to focus on contributing content. The current behavior pattern of successful new Wikipedians matches this; of registered users who do complete an edit, the majority do so within an hour of registration.

Legacy/default experience
In the MediaWiki default, there is little to no direction given to new registered users immediately after they join. For the people who already know what they want to accomplish as editors, at least in the immediate future, this lack of onboarding is not necessarily an obstacle. However, we know that the majority of accounts registered –around 70%– never even attempt an edit.

With the redesign of our cross-wiki authentication architecture, users are redirected automatically back to their internal referrer (stored in a URL parameter) after signup and login. If they do not have an internal referrer, they will be directed back to the Main Page. Previously, the default onboarding experience was to present users with a landing page post-registration that confirmed their account creation, among other minor details (screenshot).

Proposed
The following document describes our vision for a new onboarding experience.

This call to action will only be given on articles (i.e. main namespace pages). If the user was editing the article prior to signup, these steps will be skipped and user will be redirected directly back to editing mode.
 * Post-registration
 * 1) After registration, users are redirected back to the page they were on before signing up (the   URL parameter to the signup form). If there is no returnto, they are sent to the Main Page.
 * 2) A pop-up call to action appears which invites them to:
 * A) Contribute to the page they are on right now (if it is editable)
 * B) Try editing a suggested article
 * First edit
 * 1) If the user elects to edit the page they are on, they are given a simple guided tour that walks them through the steps from clicking 'Edit', reviewing changes, and saving.
 * 2) If the user chooses to edit a suggested task, they are taken to a recommended article that is tagged for copyediting, and given a guided tour that shows them how to make simple spelling and grammar improvements. Users who've accepted the suggested task will have a toolbar which allows them to jump to another suggested article, show the guided tour as needed, and which describes the task.
 * Edits 1-5
 * 1) Once the user has completed a first edit, they are given a progress bar suggesting that they make five edits to complete the process, and are asked to either keep editing the current page or jump to a new page. Note a difference from the current GettingStarted task toolbar is there is no ◄ Back to list.
 * 2) If the user completes their fifth edit, we will congratulate them on finishing the copyediting portion of the getting started task, and encourage them to either try the next task (add wiki links) or to search for an article they're interested in.

Technical documentation
We will deliver this new onboarding experience through a combination of:


 * GettingStarted: presents the call to action pop-up on the returnto page after signup (and continues to implement the task tool bar and tasks)
 * GuidedTour: provides the guides for first editing and to how to complete a task

Experimental design and data collection
See: Research:Onboarding new Wikipedians/OB6

User testing
We've conducted several remote usability tests to date. See the conclusions and videos.