Omnibox

A more integrated and intuitive search upgrade

What was not working?

There were a series of changes and additions that we were bringing to the platform. Given the current structure of the Omnibox, accommodating these changes without cluttering the dropdown menu posed a challenge. A few problem statements that we were trying to find a solution for are as follows:

1. More Input Variations: Adding more 3rd party segments besides interest to the inputs, like stages of life, behaviors, etc. In the current structure, the Omnibox dropdown has sections. The idea of having sections was to expose users to all possible options they can choose from within the dropdown. The existing space did not allow us to add more sections and give users full exposure to the inputs.

2. Visibility of Input Types: Some inputs were very apparent, like first-party audience segments that we normally sell. Keywords, because they are very intuitive, were also clear. First-party audiences, interests, and keywords were options users were already familiar with. Adding newer types of inputs required us to prominently display those options, ensuring users are aware of the options they have and emphasizing the dynamism of the Omnibox.

3. Avoiding Clutter: Having sections in the dropdown limited the space available for actual recommendations to appear.

4. Recommendation Types: Users should see two types of recommendations: 1) those used regularly by the user, and 2) inputs used regularly within that organization. Currently, we only had one type of recommendation, albeit partially.

5. Use of Old Assets/Save Time: The design of the Omnibox encourages users to repeatedly conduct new runs using the same inputs. This results in more API calls, increasing the likelihood of failures and more processing time, without any change in output.

6. Better Placement for Advanced Options: Lastly, addressing the placement of the advanced option, which appeared below the Omnibox despite being a distinct feature, has been a long-standing challenge."

Whats the upgrade?

1. New input Variations

   Besides interests, LALs, Keywords and URLs, we are now introducing the ability to enter :

   1. Other 3rd party inputs like Stages of life and Behavior

   2. Assets like Tags and uploaded files can be used as an input to get an insight or output.

   3. A user can use an earlier conversation as an input to start conversing from where the user had stopped earlier.

2. Simpler and cleaner dropdown options

   1. We have removed the sections, instead given a clearer view to the recommendation in the drop down

   2. As shown below, the icons before the input suggests its type, its magnitude and to the right it also mentions the account names (for 1st party audiences).

      
3. Better Recommendations The recommendations are now split in to 2 types:

   1. User based: User based are very specific to the user. Prefixed by icon, it will show recommendations based on the inputs the user has used in the past to create assets.

   2. Organization based: This type of recommendation gives a quality score to all types of inputs preferred by all users across the organization. However, that is not it, it also looks at recency, relevance, freshness and usage of the input to rank it in order.

4. Encouraging users to use existing assets It was observed in the past that it is very easy for a user to initiate a new report without thinking that the same input was used in the last few days and that the output has not changed yet. Instead, they are then compelled to wait for an extra 1 or 2 mins to view a report that can be viewed almost instantly. To guide the and let them know if this option, when a user enters an input that has a fresh asset available there are 2 types of prompts we now generate

   

   Below the omnibox we share a count of assets that exists with this input. Click on it and the asset table to list the assets down. If you still wish to continue with the new run, a pop up that informs the user

   

   The user still have the option of either creating a new asset or visiting the list of assets found.

5. Advanced options' placement

Once an input is selected, the advanced option features inrow with the Omnibox, rather than below it. It only appear where applicable.

Demonstration

https://profitwheel.sharepoint.com/:v:/s/ProductDevelopmentTeam/EeQEupCxeNJKhCGIMnwTgj4BsKiSjaF7ygttDijoceLvbw?e=Gh4MeAprofitwheel.sharepoint.com

Omnibox Demo