Add "Start trial" button for connectors

[alexfrancoeur]

The flow built in #59070 currently has logic to "Upgrade your plan" that points to our subscription page.

Ideally, this should have similar logic that other paid for features use in Kibana when in our default distribution. While we don't have a consistent mechanism or language, each application has a similar experience. If not for 7.7, I'd like our "start trial" experience to eventually be the standard across features within Kibana.

Our CTA should be to start a trial if no trial has been utilized, or upgrade license if a trial has been already been utilized. We'll probably want a link out both to the subscription page and also route users to our license management view. With the latter being the primary CTA.

Some examples:

• [APM] Show license callout for ML integration and option to start trial #51567
• [APM] Service maps: Show license subscription trial CTA #52375

• kibana/x-pack/plugins/ml/public/application/datavisualizer/datavisualizer_selector.tsx

  Line 173 in 35302ed

  description={startTrialDescription()}

ML data visualizer in Basic:

SIEM anomaly detection

The SIEM example is a good one, but if we could conditionally change the CTA to "Start trial" or "Manage license" based on trial status, it'd a bit easier to consume. I realize this is probably a heavier lift though. Both buttons would link to the same license management view in Kibana.

@gchaps any chance you'd be open to helping us out with the start a trial / upgrade language?
@mdefazio I know you had some thoughts about this UI/UX. I missed the latest sync but am opening on behalf of @arisonl so I may be out of the loop on the latest.

[elasticmachine]

Pinging @elastic/kibana-alerting-services (Team:Alerting Services)

[gchaps]

@alexfrancoeur Happy to work with @mdefazio on this.

[mdefazio]

Happy to work through this. We should also rope in @ryankeairns — he and I spoke briefly about some of this already and how it will apply across Kibana.

In regards to the connectors page, we have the banner in the top which is meant to do the heavy lifting of upgrade/trial language. Are we still looking to utilize that? Or are you thinking of including buttons within each connector like the ML example?

[alexfrancoeur]

I think the easiest implementation for 7.7 would probably just have the upgrade now link (with possibly updated text) link out to the license management view in Kibana. Ideally with some conditional logic that says "start trial" or "upgrade license". I like the button approach that SIEM uses as well. We don't need to figure it out for all of Kibana today, but if we can take steps in that direction we should. Of course, realizing that FF is quickly approaching.

[gchaps]

@alexfrancoeur Here are some suggestions:

Text for upgrading license if a trial has been used

Access even more connectors
Start a 30-day free trial for immediate access to more third-party connectors.
Start your trial

OR

Start a 30-day trial to access even more third-party connectors
Start your trial

Text for upgrading license if a trial has been used

Upgrade your license to access even more third-party connectors.
Upgrade now

Tooltip

This connector requires a Gold license.

Note that we capitalize the names of our licenses.

[alexfrancoeur]

In regards to the connectors page, we have the banner in the top which is meant to do the heavy lifting of upgrade/trial language. Are we still looking to utilize that?

@mdefazio yeah, I was thinking we'd utilize the banner and provide actions that link to the license management page and additionally the subscription page instead of just the subscription page. I'm not sure what the best design is here - buttons vs. links.

Thanks for the text suggestions @gchaps! One comment, all "third-party connectors" will be at a Gold+ license tier. With that in mind, does it still make sense to say "even more third-party connectors"?

@arisonl thoughts on where this discussions is going? I opened the issue originally per your request so just want to make sure it's aligned with what you were thinking.

[gchaps]

@alexfrancoeur Should it be this:

Access all connectors
Start a 30-day free trial for immediate access to all third-party connectors.

[gmmorris]

As we don't currently have the ability to detect the exact licensing in the UI for 7.7 we're going to show both buttons.

This means we need copy that applies to both.
Looking at @gchaps 's copy from above, it made sense to me to have something like:

Upgrade your license or start a 30-day free trial for immediate access to more third-party connectors.

Below it you'd have both buttons like in this:

How does that sound?

[alexfrancoeur]

Thanks for pushing this along @giladgal, really appreciate it.

Combining @gchaps latest suggestions (#60698 (comment)), your suggestion and borrowing some text from the SIEM team, I've made a few minor tweaks. What do you think? @mdefazio if manage your license is the action here, should it be a primary button?

Upgrade your license to access all connectors
Upgrade your license or start a 30-day free trial for immediate access to all third-party connectors.
Manage license Subscription plans ➡️

@arisonl what do you think, any tweaks? We don't have time for conditional logic before 7.7

[gmmorris]

Thanks for pushing this along @giladgal, really appreciate it.

Wrong Israeli ;)
My pleasure

[alexfrancoeur]

hahah sorry @giladgal 🤦‍♂

[gchaps]

For the button name, I suggest removing the word "plan". Also subscription should be lower case.

Upgrade your license to access all connectors
Upgrade your license or start a 30-day free trial for immediate access to all third-party connectors.
Manage license subscription

[alexfrancoeur]

@gchaps those are meant to be two separate buttons. So Manage license and Subscription plans. Would you still remove plans?

[gchaps]

Oh. I would go as originally suggested:

Manage license | Subscription plans

[gmmorris]

Sounds good, thanks for the input

[gmmorris]

Does this look right? The one open question was about making the Manage License button a primary button. Is that right?

[mdefazio]

The one open question was about making the Manage License button a primary button. Is that right?

Instead of making that a primary, let's change the 'Subscription plans' to be an empty button (keeping the icon). I think having a primary button here would be too much

[alexfrancoeur]

++ Gidi shared a screenshot with me and I agree, too much.

[arisonl]

All tweaks make sense and an empty subscription button sounds better than the primary manage one.