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Thread: Activation Wizard

  1. #1
    Join Date
    Feb 2007
    Location
    Irvine CA
    Posts
    1,542,128,044

    Default Activation Wizard

    We're soon going to have something in vPanel for all residential accounts which will check for an E911 address and if a valid E911 address is not on file, it will force the use to provide one before proceeding to other pages. This is mainly for older BETA accounts where some people have not filled in the info.

    While thinking about this, we came up with a similar idea. What we were thinking is maybe we set something up so the first time someone logs into vPanel, they get an optional "Welcome Wizard" or "Activation Wizard" or something of that nature that kind of walks them through customizing some of the common things.

    Some examples would be timezone, voicemail settings, international calling enable/disable, etc. Just basic stuff.

    That is easy to do. If we spent a day or so on it, it could potentially turn into a full blown setup wizard in terms of plug things up and then click next and have it check for a registration, etc.

    They could bypass this is they wanted, but do you guys think it's something people would like?

    If we do it, how far should we take it?
    Timothy Dick
    Founder/CEO
    VOIPo.com

    Interact with VOIPo: Twitter, Facebook

  2. #2
    Join Date
    Apr 2008
    Location
    Aventura Fl
    Posts
    860

    Default Re: Activation Wizard

    Since your market launch will be directed to non-BYOD users and is defined as residential, I personally think this sounds like a good idea.

    You would expect that many, if not most, of the new sign-ups never had VOIP service before and therefore a wizard would serve them well. I think you would save countless hours for your support team if they are required to fill in the blanks before going forward..and even if they have been in the VOIP world, you know how differently every company runs their programs.

  3. #3
    Join Date
    Feb 2007
    Posts
    280

    Default Re: Activation Wizard

    I think it is a great idea for the residential user... as long as you put definitions and examples at each step of the way. Remember that what you think is obvious means absolutely nothing to most others, and then make sure you have bullet-proof error and bounds checking on each and every entry point. Someone will find the one that isn't protected or defined absolutely.

  4. #4
    Join Date
    Mar 2007
    Posts
    190

    Default Re: Activation Wizard

    Create a 1 page dummies guide to using the service and give them an option to print that too. Also, make it available in the control panel for later use and reprint.

  5. #5
    Join Date
    Mar 2007
    Location
    Operator...I've been Cut off! (Marie Antoinette's Last Voip Call)
    Posts
    569

    Default Re: Activation Wizard

    This is an excellent idea. If you want to minimize expensive support specialist phone calls, it is worth the time to set it up now for all new users going forward.

    It also leaves a good feeling with the person if they are able to set everything up in one session.
    Last edited by NY Tel Guy; 08-11-2008 at 11:45 AM.

  6. #6
    Join Date
    Feb 2007
    Posts
    801

    Default Re: Activation Wizard

    Definitely a good idea. If you're targeting people who are new to VoIP, you want the setup to be painless. "Plug the box in to your internet connection, plug your phones into the box, and run the initial setup/activation in your user portal/vPanel."

    I'd go one slight step further in suggesting that the default values in the activation wizard be the most popular choices or dependent on the user's service address, as appropriate. In particular, the default time zone should be based on the service address. Other defaults would be by 'popular demand' such as number of lines per page for call records, etc. You should also make it clear how importan the user's "PIN" is, as it's needed for a vPanel password reset.

  7. #7
    Join Date
    Feb 2007
    Location
    Michigan
    Posts
    2,220

    Default Re: Activation Wizard

    I would suggest titling the main page "Welcome to the vPanel Checklist".
    • A guided review of important settings.

    You could make the opening page show these settings at a glance.
    Clicking on one of the settings could take you to that setup screen.

    • Add a "Guide Me" button to walk you through the settings with detailed comments.

    Make the VOIPo logo take you back to that welcome screen (As it does now.)
    Plus, put an extra home link to the right of "logout" because the Logo is not obvious.


    Using VOIPo services since February 2007
    Beta Tested the VOIPo Reseller Plan.
    A happy VOIPo Residential Customer

    Using VoIP devices since 12-2002
    Companies I've tried
    iConnectHere|Vonage|BroadvoxDirect|Vonage|Packet8| VOIPo
    VOIPo is a keeper!


  8. #8
    Join Date
    Feb 2007
    Location
    IL
    Posts
    171

    Default Re: Activation Wizard

    Sounds like an excellent must have. It will also server both the current and the future Voipo users. As other mentioned it will save a lot of support calls to get things fixed. Also a guide or help page with some example will also do so the users will know who to update the necessary fields. my 2 cents..
    It will also be a good idea to setup it up now and let us test it before opening to general public

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