Add some sort of filter to search bar to aid performance, as global search is demanding for api calls.

https://www.figma.com/proto/QYjm7eAuyXkKFKPEIudZBG/GLOBAL---Header---Search?node-id=12%3A35&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=12%3A85

https://drive.google.com/open?id=1SOgHj1bjKP6oQatmIGXz9iq_v6uudTUA&authuser=amish%40convertr.io&usp=drive_fs

https://insights.hotjar.com/sites/2245219/heatmap/report/7414170?device=desktop&type=click

N/A

Search Bar

Clicks

• 40% to 50% depending on when heatmap is updated

HYPOTHESES

• Improving search will decrease the requirements for users to visit sidebar pages

REASONING

• If a more functional search bar is available, users will be less likely to visit specific pages and perform table filters to find what they need (e.g. dashboard page to find specific campaigns)

Filter

Hubspot

• Additional dropdown filter to specify which types of items should be searched

Marketo

• Additional dropdown filter to specify which types of items should be searched

Jira

• Sections under search bar to search in specific areas and filters on right to filter even further

Trello

• Can use search 'operators' for specific searching

Slack

• Chips can be used to allow a more specific search

Embrace

Reject

• Universal search is too demanding on performance

TO DISCUSS

• Include additional filters so if universal search doesn’t work then filters can be used to further specify requirements (of course, will have to balance the capabilities of filters with performance)

Search Area

Hubspot

• Whole page becomes search area with sections to see some items and then a ‘see more’ to view all items in specific section

Marketo

• Whole page becomes search area with table list and filters on the right

Jira

• Dropdown initially, but whole page search available with more options such as filters and advanced Jira search language

Trello

• Dropdown initially, but whole page search available

Slack

• Dropdown, then full page with more search options appear when clicking ‘enter’

Embrace

• Dropdown to begin with as it only requires a single click, less intrusive and is not going to evolve the intended filtering changed into a massive piece of work

Reject

TO DISCUSS

• Dependant on how much we want to push the capability of searching, a ‘whole page' search could be required to aid in platform performance

Ordering

Hubspot

• Sections seem to be in importance order

• Items within sections are seemingly random, so could be order from API listing?

Marketo

• No idea what the order rules are…

Jira

• Most recently viewed first and then ordered by ‘updated’ date/time

Trello

• Probably ordered by last modified date

Slack

• No idea what the order rules are…

Embrace

• Have some sort of order that is clearly specified somewhere

Reject

• Allow the changing of order, e.g. alphabetical or created date, maybe at a later date

TO DISCUSS

Product

02/03/2022

Done

• Change to lead searching only by email (not partial matching, exact matching only)

• Add ‘filter’ dropdown before search bar (pre-selected with campaign)

  • Pre-selected with campaign, other options are Leads, Advertisers, Publishers

  • Depending on selection, can search by either NAME or ID and result should show NAME - ID

Rejected

need more info

TO DISCUSS

TO DO

Product

22/03/2022

Done

• Lead searching by exact ID as well as exact email

Rejected

need more info

TO DISCUSS

TO DO

00/00/2021
to
00/00/2021
(0 Days)

Metric name

• Metric Value

HYPOTHESES

• Lorum ipsum

REASONING

• Lorum ipsum