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Beta Tester Walkthrough Screens — Design Artifact

Date: 2026-06-11 Issue: #3403 (Beta Tester Rubric) + Beta dashboard landing (#3505) Status: Ready for feature-developer


What this is

4-screen walkthrough that runs before the survey form in the closed-beta tester flow. Current stub at /beta/walk/[token]/dashboard/page.tsx shows a welcome header and a minimal survey; these screens replace the stub welcome message and gate the survey.

Flow:

Invite email → NDA ack → [Screen 1] → [Screen 2] → [Screen 3] → [Screen 4] → Survey → Submit

Screens

# File Purpose CTA destination Reading time
1 screen-1-welcome.html Welcome / NDA confirmed / structure-gap thesis / beta expectations Screen 2 ~1 min
2 screen-2-product-tour.html Top 3 differentiators with annotated in-app visuals Screen 3 ~2 min
3 screen-3-demo.html 3-step interactive annotated walkthrough of IC structure enforcement Screen 4 ~2 min
4 screen-4-the-ask.html Time commitment / what to look for / survey preview / dual CTA App or Survey ~30 sec

Screenshots

All 8 captured at commit time:

Screen Desktop (1280×800) Mobile (390×844)
1 Welcome screenshots/screen-1-welcome-desktop.png screenshots/screen-1-welcome-mobile.png
2 Product tour screenshots/screen-2-product-tour-desktop.png screenshots/screen-2-product-tour-mobile.png
3 Demo screenshots/screen-3-demo-desktop.png screenshots/screen-3-demo-mobile.png
4 The Ask screenshots/screen-4-the-ask-desktop.png screenshots/screen-4-the-ask-mobile.png

Proposed route structure

/beta/walk/[token]/screen/1    ← Screen 1 (replaces current dashboard stub welcome)
/beta/walk/[token]/screen/2    ← Screen 2
/beta/walk/[token]/screen/3    ← Screen 3
/beta/walk/[token]/screen/4    ← Screen 4
/beta/walk/[token]/survey      ← Survey (existing rubric per #3403)

The [token] route segment already exists. Feature-developer adds screen/[n] as a nested route — either a shared layout component that swaps content by n, or four distinct page files (simpler for CE integration).

Redirect rule from current /dashboard: The existing dashboard route should be retired or redirected to /screen/1 for new tokens, and directly to /survey for tokens that already completed the walkthrough (store walkthrough_completed_at on the beta_tester record).


Progress indicator

Each screen shows a 5-step pill progress bar (Welcome / What Raxx Does / See It In Action / The Ask / Feedback). The active step is bronze (#B08D57), completed steps are moss (#5B8C5A) with a checkmark, idle steps are bordered cream.

Progress fill line between dots is drawn with width as a percentage of the container:

At screen Fill width
Screen 1 0%
Screen 2 25%
Screen 3 50%
Screen 4 75%
Survey 100%

Skip / exit paths

Every screen has a visible escape hatch — guardrail from feedback_signup_never_blocks. Nothing blocks a tester from reaching the app or the survey at any time:

Feature-developer should ensure the skip link on Screen 1 is visible without scrolling on mobile. Current design has it in the CTA row which requires scrolling on 390px. Recommended adjustment: move skip link to the progress-strip row, right-aligned, on mobile.


Interaction: Screen 3 tab navigator

Screen 3 has a 3-step tabbed demo (Define → Trade → Review). The tab state is driven by inline JavaScript (no framework dependency). Feature-developer should:

  1. Lift this to React state (e.g. useState<1|2|3>(1))
  2. Preserve tab position on back-navigation (store in URL hash or session state)
  3. The "Almost done" main CTA appears only when Step 3 is active — keep this behavior

Color tokens used

All from existing CE token set. No new tokens introduced.

Token Hex Usage
--ce-ink #0B0F14 Body text, header bg
--ce-cream #F7F5F0 Page background
--ce-sand #EDE9E2 Progress strip, secondary blocks
--ce-moss #5B8C5A CTA buttons, progress done state, pass badges
--ce-bronze #B08D57 Eyebrows, progress active state, feature numbers
--ce-border #D9D4CC All card/rule/divider borders
--ce-muted #6b7280 Secondary text, skip links

Dark annotation panels (--ce-ink-2 = #1a1f2e) used for the in-app UI mockups inside Screen 2 and Screen 3.


Copy guardrails applied


Open questions for operator

  1. App handoff URL on Screen 4 — "Start using Raxx" currently points to /app. Is this the right destination for beta testers? Or a specific onboarding flow inside the app?

  2. Screen 3 interactive vs static — Screen 3 is designed as a tabbed annotated walkthrough (no live data). Is a fully interactive demo of the actual IC builder preferred instead? That would require the beta token to be usable in the live app sandbox, which may be out of scope for Phase 1.

  3. "More follow-up" mention on Screen 4 — The copy says "we'll send follow-up questions as you use it over the next few weeks." Is the follow-up survey flow already scoped? If not, this copy can be softened.

  4. NDA reference wording — Screen 1 says "verbatim quotes may be used in marketing with your permission (we'll ask first)." Confirm this matches the NDA language that was signed.