Demo Persona V3 Development
Budget: €750 – €1,500 EUR
Change packages:
● Basic = 2 profiles
● Pro = Unlimited profiles
New user journey v3:
● User installs extension
● New tab opens automatically and is redirected to an onboarding page:
○ INSERT PAGE LINK
● Extension operates in Basic mode by default - no licence key is required, allows user to add 2 profiles for free
● Upgrade banner at bottom of every tab in extension
○ Link to upgrade webpage
● If a user tries to add more than 2 profiles, error splashes and explains that they need to upgrade to add more profiles
Upgrade journey:
● User chooses to upgrade
● User is directed to a Stripe subscription page
● User enters email address
● User verifies payment via Stripe
● Checkout page indicates that the user will receive a licence key via email shortly after
● API notification sent to Demo Persona with user’s email address from Stripe and associated subscription ID
● Demo Persona creates new user entry and assigns Pro plan to the user and sets subscription status to “active”
● Demo Persona generates Licence key for this user and welcome email is sent
○ INSERT WELCOME EMAIL
● User opens extension, selects “Have a license key?” at the bottom of each page and enters the licence key
● Extension removes “upgrade now” banner and replaces it with a “manage subscription” option
● Extension now allows unlimited profiles
Cancellation journey IN APP:
● User selects “manage subscription”
● New tab opens and User is redirected to Manage Subscription webpage
○ INSERT WEBPAGE
● Licence key is merged into URL of web page
● Web page opens, user is asked to confirm they want to cancel their subscription
● If confirmed, API request sent to Demo Persona to GET stripe subscription ID assigned to that user’s licence key
● API request to Stripe to cancel subscription for that ID
● Once confirmed, API request sent to Demo Persona to change user’s subscription status to “cancelled”
● Email sent to User to confirm their subscription has been cancelled
○ INSERT EMAIL
● User’s extension is reverted to Basic, for simplicity, only the first 2 profiles created are now available, every other profile is deleted.
Cancellation Journey UNINSTALL EXTENSION:
● If user uninstalls extension trigger notification to Demo Persona with that user’s licence key
● Update user entry in database to have “uninstalled” = TRUE
● If user subscription is “Active” and Uninstalled = TRUE, trigger an email to be sent to the user asking them to cancel their subscription
● Link in email directs them to the Cancellation webpage and they proceed through the flow
Error handling:
● Once a User confirms they want to cancel, immediately send an email (So I can manually verify user’s are cancelled if needed)
● If subscription fails to be cancelled via Stripe API, email needs to be immediately sent indiciating what licence key failed to be cancelled
● Basic = 2 profiles
● Pro = Unlimited profiles
New user journey v3:
● User installs extension
● New tab opens automatically and is redirected to an onboarding page:
○ INSERT PAGE LINK
● Extension operates in Basic mode by default - no licence key is required, allows user to add 2 profiles for free
● Upgrade banner at bottom of every tab in extension
○ Link to upgrade webpage
● If a user tries to add more than 2 profiles, error splashes and explains that they need to upgrade to add more profiles
Upgrade journey:
● User chooses to upgrade
● User is directed to a Stripe subscription page
● User enters email address
● User verifies payment via Stripe
● Checkout page indicates that the user will receive a licence key via email shortly after
● API notification sent to Demo Persona with user’s email address from Stripe and associated subscription ID
● Demo Persona creates new user entry and assigns Pro plan to the user and sets subscription status to “active”
● Demo Persona generates Licence key for this user and welcome email is sent
○ INSERT WELCOME EMAIL
● User opens extension, selects “Have a license key?” at the bottom of each page and enters the licence key
● Extension removes “upgrade now” banner and replaces it with a “manage subscription” option
● Extension now allows unlimited profiles
Cancellation journey IN APP:
● User selects “manage subscription”
● New tab opens and User is redirected to Manage Subscription webpage
○ INSERT WEBPAGE
● Licence key is merged into URL of web page
● Web page opens, user is asked to confirm they want to cancel their subscription
● If confirmed, API request sent to Demo Persona to GET stripe subscription ID assigned to that user’s licence key
● API request to Stripe to cancel subscription for that ID
● Once confirmed, API request sent to Demo Persona to change user’s subscription status to “cancelled”
● Email sent to User to confirm their subscription has been cancelled
○ INSERT EMAIL
● User’s extension is reverted to Basic, for simplicity, only the first 2 profiles created are now available, every other profile is deleted.
Cancellation Journey UNINSTALL EXTENSION:
● If user uninstalls extension trigger notification to Demo Persona with that user’s licence key
● Update user entry in database to have “uninstalled” = TRUE
● If user subscription is “Active” and Uninstalled = TRUE, trigger an email to be sent to the user asking them to cancel their subscription
● Link in email directs them to the Cancellation webpage and they proceed through the flow
Error handling:
● Once a User confirms they want to cancel, immediately send an email (So I can manually verify user’s are cancelled if needed)
● If subscription fails to be cancelled via Stripe API, email needs to be immediately sent indiciating what licence key failed to be cancelled