UX – Design

Mobile UX Research: Exploring Ten Fundamental Aspects Of M-Commerce Usability


  

Everyone is talking about mobile. Some e-commerce websites are venturing into it. Mobile commerce (also known as “m-commerce”) has immense potential, exhibiting a 86% growth rate and hitting $25 billion in 2012 (set to reach $86 billion by 2016, according to eMarketer).

It’s also a whole new platform, with new interaction methods and usage contexts that introduce a host of limitations and pitfalls to watch out for when designing and running an m-commerce website. With few best practices yet established, m-commerce is, to a large degree, unchartered territory when it comes to actual implementation.

This is why we decided to invest the better part of a year at Baymard Institute to conduct a large-scale usability study focusing specifically on m-commerce (following the “think aloud” protocol). We set out to explore the entire mobile shopping experience, including users’ conceptual understanding of m-commerce websites and how users interact with form fields, category navigation, search, product pages, the checkout process, etc.

The 18 m-commerce websites that we tested were: 1-800-Flowers, Amazon, Avis, Best Buy, Buy.com, Coastal.com, Enterprise.com, Fandango, Foot Locker, FTD, GAP, H&M, Macy’s, REI, Southwest Airlines, Toys “R” Us, United Airlines, Walmart.

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Despite testing the mobile websites of some of the largest e-commerce players in the world, our subjects encountered 1,000+ usability-related issues during the testing sessions. These usability issues have been analyzed and distilled into 147 design recommendations in a report titled “M-Commerce Usability.” In this article, we’ll share 10 recommendations from that report with you.

While following some of the guidelines would improve the usability of desktop websites, too, there is a major difference in the severity of breaking them. Whereas these guidelines are largely “nice improvements” on desktop, they are among the “vital basics” to get right on an m-commerce website. Thus, most of these usability guidelines are not exclusive to mobile, but they are much more critical to get right in the m-commerce context.

1. Make The Home Page Easily Scannable

Issue: When users are not able to get an overview of the entire website by quickly scanning the home page, they will feel less confident with the website and often end up choosing the wrong path for their task.

70% of the test subjects scrolled up and down the entire page when first landing on a home page or a category list, in what most described as “getting an overview of my options.” These subjects wanted to see their options before deciding which to choose. Even when they knew how they wanted to find a given product, some subjects still chose to get an overview of the home page, presumably to get a better feel for the website on which they were going to shop. In some instances, when a subject found the category they were looking for, they continued to look through one or two other categories to get a better sense of the other options on the website.

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Most subjects scanned the whole home page to get an overview of their options and to better understand what they could do on a particular website. Here, one subject continued to explore the home page options, even after having found his desired navigation path of “category” → “men.”

Therefore, making the home page easily scannable is important because this will be the first point of contact for a very large portion of your mobile visitors. This initial impression will have a significant impact on the types of products they expect your website to carry and, just as importantly, not carry. While “easily scannable” might sound a bit vague, three instances of “what not to do” became clear during testing.

Having Too Many Visual Elements

Avoid the confusing eye path that results from placing multiple highly graphical elements that demand attention high up on the home page. This was the case on Macy’s, where approximately 60% of the first viewable part of the home page is plastered with highly graphical content, with at least eight different elements calling for attention:


Multiple subjects were overwhelmed by Macy’s home page because it was very difficult to scan. As one subject expressed it, “I’m desperately trying to get an overview here. There’s so much crap being shoved at my face.” The right-hand image shows typical eye fixations.

This is not to say you cannot have graphics — but limit their size if they are above the fold on the home page, and design them to have a clear eye path.

Not Showing the First Layer of Categories

Another mistake is unnecessarily hiding the category navigation. Some websites have a single “browse categories” option, which takes the user to a new page with the first layer of category choices. If you have a website where the user cannot browse with any method other than category and search (i.e. not by “brand” or “store” directly from the home page) and the number of main category options is of a somewhat manageable size, then this is an oversimplification. Instead, show the first level of category options directly on the home page so that users can start scanning the list immediately upon landing on the home page.


On the left: On Coastal.com, all the category options are displayed directly on the home page, which not only allows direct access, but gives users an accurate idea of the types of products they can expect to find on the website. For stores with multiple ways of browsing the catalog (e.g. by both “category” and “brand”), displaying the category options directly on the home page might not be feasible. On the right: For stores with a very high number of first-layer categories (typically mass merchants), a curated list with the most popular options might prove to be a better option, because displaying all categories would impede scannability.

Moreover, do not present the categories in a drop-down dialog. Multiple subjects explicitly stated that they had to scroll through the entire list to choose the category in which they expected to find a particular product. The problem with a drop-down quickly became clear, then: because it takes up only 50% of the available screen, getting an overview of the available categories became needlessly difficult (see Best Buy below).

Because the gesture area is also only half the size, the subjects also had a much harder time accurately controlling the scrolling speed. Lastly, the drop-down interface element was confused with a filter selection by some subjects and not recognized as the main website category navigation.


Do not follow the example of Best Buy, which does not have a category option in the main body of its home page content. Instead, a “three bars” icon takes the place of a category option in the page’s header. This not only requires all users to understand the meaning of the three bars icon, but also makes it impossible to get an overview of the store by scanning the home page. And, of course, using a drop-down to actually select a category is not ideal either.

Perfect Fold Alignment

Finally, do not design your website to have perfect alignment or white space exactly at the fold. This happens on GAP’s website, where it is easy to doubt whether the home page contains more than a search field and a few graphics (i.e. no category navigation), because these home page elements align precisely with the viewport fold (on an iPhone at least).


One subject, a bit surprised, asked, “This is it? This is the entire page?” believing this was GAP’s entire home page. When elements are spaced with pixel-perfection alignment around the viewport fold, users are more likely to misinterpret the top part as being the entire home page (in this case, missing out on the category navigation below).

To indicate more content, simply align the elements so that some are only partly viewable within the viewport on the most popular mobile devices.

Therefore, when designing a scannable home page:

  • Put very few (if any) very visually stimulating graphics above the fold on the home page, and make sure the ones that are there have a clear eye path so that the user can quickly get an overview.
  • Try to ensure that the fold (on the most popular mobile devices) partially cuts off some content, to indicate more options below.
  • Display navigation options on the home page as a list (not in a drop-down).
  • If you have only one category navigation type (such as “product type” or “department,” and not also “brand” or “store”), then show the first level of the category hierarchy directly on the home page either in full or, if there are too many options, as a curated and collapsed list of the most popular choices.
  • Only display highlighted or featured products below the search field and the category navigation options.

2. Be Sensitive To People’s Fear Of Losing Their Data

Issue: Typing on mobile devices is clumsy, so users are constantly worried about losing their inputted data.

“Argh, no! Do I have to start over? Now I’m getting angry. Doesn’t it have my shit already?,” a subject moaned, referring to his previously typed address and credit-card information, which suddenly disappeared. “Now I’m leaving. This isn’t a serious store.”

Data persistence is not something to take lightly. Your users certainly don’t. Of course, the recommendation is simple: always persist the user’s data, which requires investing in solid technology, testing thoroughly, and storing inputted data temporarily on the user’s device (most mobile browsers support localStorage). In practice, of course, this is easier said than done, and numerous websites have failed miserably, to the great frustration of users.

Because users have already suffered through many horrible experiences of lost data, they often exhibit extreme caution around certain types of elements and avoid certain interactions when possible. The following screenshot shows the types of actions and elements that particularly worry users. Either avoid these elements altogether or soothe users’ fear with the smart use of microcopy, icons and animations.

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During checkout, the subjects consistently opened links in a new window because they were afraid their data would be lost if they opened links in the current window.

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Subjects were almost always disturbed by unexpected page reloading (i.e. any page reloading that is not a direct consequence of clicking a link or button). In the image above, a subject selected a “Residence type,” which reloaded the page, causing the subject to immediately scroll up and down to ensure that none of their data was lost. We observed this type of unease with page reloading among subjects time and again throughout testing.

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Many subjects were scared by system dialogs and often assumed that they would lose data by clicking “OK,” even though few of them actually read the message. The subject in the test shown above wanted to go backwards in the process to pick another ticket but was met with this dialog, which he cancelled — assuming that he would have to re-enter everything if he wanted to select another ticket.

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A good number of the subjects believed that leaving the checkout process would destroy their data and so refused to go back and check for other products. The subject in the test above contemplated going back to find another bouquet of flowers, but decided against it because he did not want to re-enter all of his data. This happened despite many of the test websites actually remembering the users’ details, even if the users left the checkout process midway — the keyword, of course, being “many” websites, rather than “all.” Given this inconsistency, users have no way to know beforehand, so their only safe choice is to just assume the worst on all websites.

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During checkout, the “back” button was generally perceived by the subjects to be dangerous, and subjects used it during checkout only when they felt they were out of all other options. In many cases, this perception was justified: numerous websites did indeed fail to persist the user’s data when they used the “back” button. However, equally important is that process step links and other “back” links and buttons that were part of the website’s UI were generally considered by the subjects to be “safe.”

Therefore, including either process steps or “back” links in the checkout is crucial so that users do not feel they have to gamble by using the browser’s “back” button and can instead use your website’s dedicated UI element(s) for the purpose. In the test shown above, the subject hunted up and down to find a link or button that would take him back to the previous step, but was unable to find one. Finally, he tried the browser’s “back” button.

These were the most significant insights relating to users’ fear of lost input. In general, the subjects were vastly more pessimistic about websites on which they had once lost data. For example, clicking the keyboard’s “next” button cleared one subject’s input on a website, which made her consistently avoid that button throughout the rest of the checkout. As she said, “Here, I don’t dare click ‘Next’ anymore because I don’t want to start over again.” Not only that, the subject also became overly cautious when interacting with any fields on the website, fearing that even the slightest hiccup would destroy her data.

A single bad experience set low expectations for the rest of the website. So, how do we avoid bad experiences in cases where we are unable to persist the user’s data due to technical limitations? In these instances, clearly warn the user that they are about to do something destructive.


As the subject left the incomplete checkout, the website warned her that her data would be lost. “This is very good,” the subject remarked, “because if I did something wrong by accident, I would be extremely annoyed if they deleted everything. So, it’s good that they warn me like this if the data would otherwise be lost.”

Persisting data is always the ideal, of course, but warning the user and giving them the option to back out before destroying their data is a good secondary solution, and it sure beats simply destroying the user’s data without warning; moreover, it gives the user a chance to cancel the destructive action. This type of fallback solution could be especially useful for less common navigation paths, where persistent data is too time-consuming to implement, considering how few users it affects.

This could also entail something like persisting the user’s cart or checkout data when switching between the full website and mobile website. In these instances, it is acceptable to simply warn the user that they will lose their data if they proceed, and then give them the option to proceed (and lose their data) or stay (and keep their data).

Data persistence is clearly a complex matter, especially when one considers the user’s expectations towards data persistence. We observed subjects creating accounts merely to ensure persistence, and witnessed data lost due to accidental clicks, and we watched with as much surprise as the subject when an entire form was remembered perfectly by autofill, turning potentially horrible data loss into a small moment of joy. Data persistence is tricky, but getting it right is crucial.

3. Add A Primary Button At The Bottom Of Product Pages

Issue: Users are likely to misinterpret cart buttons in the page’s footer if there is no “Add to Cart” button at the bottom of every product page.

A wide range of the tested websites had multiple identical primary call-to-action (CTA) buttons on product pages (i.e. two “Add to Cart” buttons), one at either the top or middle of the product page and a second one at the bottom.


On Best Buy, one subject read this product’s entire specification sheet and was in the mindset of “Yes, this is the product I want to purchase.” He saw the website’s shopping-cart icon at the bottom of the page (second image above) and clicked it, believing it was an “Add to Cart” button. Logically, he assumed the product would be added to his cart and so continued browsing for more products, only to notice much later in the shopping session that the website had “deleted” his cart’s contents (the TV was never added in the first place).


The subject here on Amazon thought the shopping-cart icon was the button for adding the displayed product to her cart.

It turned out that on the websites with only one CTA button on a product page, subjects often ran into severe problems even with adding a product to their cart — which, in some cases, ultimately led to abandonments. Cart icons in the page’s header or footer were often mistaken for an “Add to Cart” button.

Both Best Buy and Amazon failed to make the primary buttons immediately obvious and generally available, which led subjects to start interpreting various icons on the page, including the cart icon, as shown in the two examples above. Subjects often scrolled to the bottom of a product’s page when looking for the “Add to Cart” button (a behavior confirmed in another study).


This subject started looking for the “Add to cart” button by scrolling to the bottom of the page, then scrolling back to the top of the page, thinking she might have missed it, and finally scrolling down again patiently, until finding the “Add to bag” button in the middle of the page.

To accommodate this behavior and reduce misinterpretation of any cart icons, add a second “Add to Cart” button to the bottom of all of your product pages. A second button there will also support a more natural interaction flow, as the user first reads the product description, then the specification sheet, then the reviews and so on, and then, at the end of the page, decides whether to buy or not. Only if the product page is extremely short (one to two mobile viewports tall) would a single button suffice.

4. Be Very Careful With Animated Carousels

IssueUsers fail to discover vital features that appear only in a carousel, and they have a hard time interacting with carousels themselves.

Animated carousels caused interaction problems for half of the test’s subjects. The carousels simply changed too quickly for some subjects to both read and select an option.


A subject was about to click the “Mega Sale” slide (left image), but the carousel animated to the next slide at the very same moment, forcing the subject to wait for that slide to reappear.

In multiple instances, a subject found a carousel slide interesting and attempted to tap it. However, the carousel changed to the next slide at the very same moment, causing the wrong slide to load. Sometimes the subjects noted this, but sometimes they did not and left the landing page immediately because they did not find it relevant to what they were looking for.

Interestingly, the “Prev” and “Next” buttons in the Toys “R” Us carousel were not used by a single subject during testing, despite these issues:


The carousel changed the very second this subject tapped it, registering a click for “Bike Blast” instead of the “Mega Sale” she wanted. The subject never noticed and assumed that “Bike Blast” was the sale.

Both of these interaction issues were also encountered (and still exist) in the early versions of carousels on full websites, but as carousels have become increasingly popular on e-commerce home pages over the last several of years, they have evolved, so most now stop animating when the user hovers over an option with the mouse.

And most also have an indicator that enables the user to see how many slides a carousel has and, just as importantly, to jump to a particular slide (such as back to the one that piqued their interest but changed too quickly). These interaction issues cannot be easily solved on mobile because there is no hover state and much less screen real estate.


On Toys “R” Us’ home page, the subjects pored over the menus to find a “Gift Guide” wizard but could not find one (image on left). It turns out there is a wizard but is accessible only via a particular slide in the rotating carousel at the top of the page.

Perhaps an even more critical usability issue is that most test subjects simply ignored the carousel after quickly glancing at the first slide. Some waited and looked at two to three slides before focusing elsewhere. This proved critical on some websites, such as Toys “R” Us’, because the majority of subjects were desperately looking in the traditional navigation for certain features (such as the “Gift Finder”) that were accessible only via the carousel. Some subjects spoke at length about how the website really should have some sort of “gift guide,” ultimately abandoning the website because they could not find one.

Users ignore animated carousels for multiple reasons. First, a carousel’s content might look like advertising, depending on how it is styled, greatly increasing the chance of banner blindness (a subgroup of subjects tended to focus much more closely on text-based navigation than on graphics-based navigation). Secondly, when using a large laptop or desktop monitor to browse a full website, the user is able to check out other options on the home page while still glancing at the carousel slides as they change.

On mobile devices, however, the screen is so small that a carousel would take up a significant portion of the viewport, making it practically impossible to scan any navigation or category options while monitoring the carousel slides (one of them will always be partly or completely out of sight). Therefore, if users are to see all options in a carousel on a mobile device, they will have to watch the carousel for its full duration (like a video clip).

Regardless of the cause(s), what is really important is that the vast majority of subjects ignored the animated carousels completely and, on the home page, focused instead on the category navigation and search features. For this reason, be very cautious about relying on carousels for important content, and never have it as the only path to a particular feature.

5. Be Careful Of Showing Product Information Or Images On Separate Subpages

Issue: Users have incredible difficulty understanding the scope of product subpages.

On a mobile device, understanding the scope of the current page is vastly more difficult for users, due to the very small display. Mobile pages often lack the subtle yet vital page-scope cues that are present on full-size pages, such as a full set of breadcrumbs, an overview of the current page, and full URL paths viewable throughout the browsing session.

This lack of scope on mobile makes having any kind of substeps or subpages that refer to a main page very risky, because the user would have to fully understand the scope of the current page in order to appreciate the difference between the subpage and main page.

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When users want to see larger versions of images of an Amazon product (left), they are taken to a subpage (middle). Our test subjects clearly noticed that they were still within a product’s particular scope (because of the large product image), but they did not understand where the rest of the product page went (right).

This became immediately apparent when testing websites that offer a “larger view” option of their images, taking users to a separate product subpage, as seen on Amazon above. Because of the apparent lack of access to vital content, such as “Product Description,” “Product Specs” and “User Reviews” (which are available only on the main product page), the subjects who did not notice this change in scope assumed that such content simply did not exist for the given product and continued looking for other products with such information, discarding perfectly matching ones.


Amazon also uses subpages to show full specification lists, causing the exact same issue, except that this time subjects were unable to locate something as vital as the “Add to Cart” button.

On a mobile device, and especially on subpages, understanding the current scope is simply much more difficult. Instead, display your “larger views,” image galleries, detailed specification sheets and the like (i.e. all relevant content) directly on the product’s main page. You could also use progressive disclosure by collapsing each content section by default, to avoid overly long pages; but then be sure to have clear trigger indicators. A strategy such as this minimizes the need to display additional information and images on subpages and the resulting scope issues.

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Especially with image galleries, you also have the option of an overlay, as shown above on Foot Locker. With an overlay, the user can still see the product page beneath and have a simple way to get back to it.

6. Be Thoughtful In The Design And Sequence Of Your Three Account-Selection Options

IssueUsers had difficulty figuring out how to initiate “Guest Checkout” and understanding field relationships, selection options and buttons in the account-selection steps.

On mobile, the user’s selection of a checkout type — “create an account,” “sign into account” or “guest checkout” — will be a separate step (unlike on full websites, where it could be integrated into the first step). More than half of the test subjects (60%) had serious trouble identifying, seeing and selecting the guest-checkout option at the account selection step during checkout.

Multiple times, the misunderstandings led subjects to believe that registration was required, despite it being optional, and carried all of the downsides of forced account registration (including abandonments). Therefore, the design of your account-selection screen for mobile is just as important as having a guest-checkout option at all.

Several different design schemes led to these serious misunderstandings, as the following screenshots illustrate.

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On Macy’s, subjects saw the account-selection step (above left) after selecting the cart. Some clicked “Express Checkout,” believing they would have a fast checkout (as a guest), only to get form-field validation errors for the two fields because “Express Checkout” requires a Macy’s account (above center). Some only discovered the “Checkout as a Guest” option further down the page (right), after getting this validation error, while others never noticed the guest-checkout option and registered for an account, believing it was required.

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On multiple websites (Amazon, Toys “R” Us, REI, GAP, Best Buy), subjects started to interact with the fields, such as by providing their email address (above). On REI, every single subject interacted with the email field before looking for, or figuring out that there was, a guest-checkout option.

In most cases, the subjects spotted the error before submitting the form (typically upon reaching the password field and deducing that they were on an account sign-in or creation form). In such cases, not even detailed analysis of your Web statistics and error logs would reveal these issues because no validation error ever occurs.

On Buy.com, things are even worse. The vast majority of subjects simply could not figure out the relationship between the four checkout methods (sign-in, create account, guest checkout and PayPal checkout), the two form fields, the three radio buttons and the two primary buttons. All tapped the “Checkout as a Guest” option after spending some time trying to understand the page.

Then, the naming of the “Sign in Using Our Secure Server” button utterly confused subjects because they were trying to check out as a guest (and, therefore, actively opted not to sign into anything). This particular naming has been used by Amazon for years and has even been highlighted as a best practice to indicate a secure checkout, so how could it lead to such major misinterpretation?

The reason is that it indicates the user will sign in, which makes sense only if they have an account or will create one, but not if they are checking out as a guest. (Amazon does not offer a guest-checkout option, so the wording makes sense in that context.) Given the button’s name, one subject assumed that the only other prominent button on the page, “Checkout with PayPal,” must be the one to pick to initiate the “Checkout as a guest” selection.

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Others finally clicked the oddly named button — but nothing seemed to happen. It turns out that inline text reading “Required” appeared next to the “Enter your eMail Address” label (seen above), but no one noticed it initially. The subjects typically waited for a little while just in case the website did not load, and then clicked again, at which point most realized that they needed to fill in more data. By this point, some, especially those who did not notice the validation error, concluded that they were not allowed to check out as a guest and proceeded to create an account instead.

One explained his experience thusly, “Normally I would think ‘guest checkout’ would let me through without having to create an account. But here I have to fill in my mail, so I have no idea what that option is for, then. To be on the safe side, I’ll then pick the ‘No, I’m a new customer,’ because if I’m forced to create an account, I might as well just do it properly anyways.”

Making the account-selection process clear is as important as offering a guest checkout option. Following two main design principles will help to prevent these serious problems:

  • Always place the guest-checkout option at the top, with its own button to proceed, so that the user does not need to fill in an email field in this step. (If needed, you can look up whether the user has an account in the next step, when you ask for their email address, to ensure that they have not selected the guest checkout just because it is the first option in the list.)
  • Collapse all of the fields and descriptions for all three options — “guest checkout,” “sign in” and “create an account” — bringing each option down to a single line, making it possible to get an overview in the viewport without having to scroll or expand. Dynamically expand them when tapped, revealing the fields and descriptions. This will also make clear which fields are related (and required) for each option.

Below, we have created a simple mockup to illustrate how account selection can be clarified by combining these two principles:


All three account-selection options are displayed in collapsed state (with guest checkout at the top), so that the user can instantly see all available options. The options can either expand inline (image on right) or redirect to the next step in the checkout process. Progressive disclosure also makes the relationship between an option and its fields much clearer.

7. Disable Autocorrection When The Dictionary Is Weak

IssuePoor autocorrection is frustrating when users notice it, and can be detrimental when they do not.

Autocorrection usually works poorly for abbreviations, street names, email addresses and similar words that are not in the dictionary. This caused significant problems throughout testing and resulted in a great deal of erroneous data being submitted as subjects completed their purchases.


When this subject typed in his street name, “westheimer,” the phone incorrectly autocorrected this to “weathermen” (left). However, the subject did not notice this, submitted the form and received a validation error (right).

One of the major issues of autocorrection was that the subjects often failed to notice the correction (because they were often focused on what they were typing, instead of what they had typed). This is fine if the “correction” is correct, but it can be detrimental if it is wrong. For example, in multiple instances, a valid address was autocorrected to an invalid one and submitted because the subject failed to notice it.

On websites without address validators, this resulted in wrong addresses being submitted, unless the subject was particularly attentive on the order review page. After all, the user’s address will often be replaced with something that looks very similar, although incorrect. In addition to the “weathermen” example, official address abbreviations, such as “Rd,” were autocorrected, to “Ed.”

That being said, autocorrection did prove very helpful when it worked. So, don’t disable it in all fields. Use it discreetly, and disable it on fields for which autocorrection dictionaries are weak. This typically includes names of various sorts (street, city, user) and other identifiers (such as email address).

You can disable autocorrection by adding an autocorrect attribute to the input tag and setting it to off, like so:


<input type="text" autocorrect="off" />

8. Make Fields Long Enough To Fully Display Common Data (And Put Labels Above Fields)

IssueUsers cannot easily spot errors, let alone correct them, when the field is too short to display the entire inputted data.

Due to the small size of mobile screens, form fields often get so short that users cannot self-validate before submitting their data, and users have a very difficult time correcting any validation errors because they cannot see the inputted data in its entirety.

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“I can’t see what I’ve typed. Argh. Then I’ll delete everything and retype it.” On REI, a validation error for an email field that was too short to be displayed in its entirety made it impossible for the subject to see what the actual error was. In trying to pan the inputted text, the subject accidentally enabled both the iOS text-selection tool and the text-replacement tool.

Form fields that are too short presented problems for many subjects who tried to confirm the validity of their data before submitting it. They often made complaints such as, “I can’t see if the emails are the same when the email field isn’t long enough.” Some examples are seen below.

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On the left: Amazon’s email field is too short, despite the abundance of white space. In the middle: United’s credit-card field shows only 15 characters, even though most card numbers are 16 digits. On the right: Macy’s email fields are too short for users to verify whether the two addresses they’ve inputted match.

Given how easy it is to make a typing mistake on a mobile device, fields that are not long enough to allow users to validate their data before submission are very harmful to the typing experience. Even worse, they make correcting any validation errors unnecessarily difficult.

Note that in the case of Amazon and the earlier example from REI, the white space is sufficient to make the field much longer, while the other two examples have no additional space to make the fields longer because the labels are all left-aligned. For this very reason, labels should be placed above form fields to allow full use of the space and to display all of the user’s data (at a decent font size). Displaying labels to the left of the fields would be acceptable only when the device is in landscape mode (as explained in detail in “Mobile Form Usability: Place Labels Above the Field”).

An adequate width for email and address lines is the full screen. Then, adjust the font size of the fields to allow for the full display of reasonably long data, such as first.lastname@my-company.com. (The character-length distribution of our own newsletter list shows that 96% of email addresses are 30 characters or fewer.)

9. Enable Users To Verify The Inputted Day And Date

IssueUsing text fields for dates requires unnecessary mental processing of the user and can cause serious selection errors.

During testing, websites that had only a simple text field or drop-down dialog for date selection presented problems for 80% of the subjects.

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This subject was among the 80% who were unsure which date “this Friday” was. So, she decided to count the days on her hand, wanting to make sure she picked the right one.

This happened with both Southwest (which uses drop-downs for the month and day) and United (which shows a text field for writing MM/DD/YYYY). On both of these websites, the following scenarios occurred:

  • A handful of subjects had to count the days on their hand (as explained above).
  • Half of the subjects went off-site and opened the phone’s native calendar app to double-check the date for their weekend trip (to confirm “this Friday”). In the instance seen above, this calendar verification goes completely awry because the subject checked the day of June 15th, instead of July 15th, and ended up purchasing a flight ticket for his “weekend” trip that left on a Sunday and returned on a Tuesday.

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  • Lastly, a few struggled with typing and using the text-selection tool to enter the correct date on a website that uses a text field for date selection.

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By contrast, on the three test websites that provided a graphical interface for inputting dates in the form of a calendar view (namely, Enterprise, Avis and 1-800-Flowers, seen above), not a single one of these issues arose, and the subjects generally liked being able to verify the day and date they were selecting. This could potentially save customers from incorrectly counting or “verifying” the wrong weekday (as mentioned earlier) and thus booking the wrong date.

While this is an annoyance on desktop as well (since the user would be no better equipped to spot the errors there), the severity and impact on the user’s experience is much greater in mobile when it comes to correcting the erroneous data, because panning and editing truncated data on a three- or four-inch touchscreen is much more cumbersome than using a mouse or keyboard arrows on a desktop. Furthermore, ordering tickets on the wrong day is much less likely on the desktop because the booking form and a separate calendar application can be displayed next to each other — whereas on mobile, only one can be viewed at a time.

Therefore, always provide an interface that enables users to verify the day of their selected date. One option is to display a calendar interface in which the user explicitly selects the date they want. That would simplify the actual selection interface and, more importantly, gives users a chance to verify the day. If you already use a drop-down for date inputs and do not want to replace it, you could instead append the day after each date option (for example, “March 15 – Monday”); although that would require the month to be included in each drop-down day value or, in case a separate drop-down is used to select the month, you would need to dynamically update the day names depending on the currently selected month.

10. Make The Hit Area For Each List Item Distinct

IssueWith some lists, users simply have no idea where to tap in order to select an item.

Can the entire “element” be tapped? Or only the product title? And what about the thumbnail? During testing, multiple issues arose as subjects were unsure of where to tap in order to select an item in a list. This was by far the worst on websites where list items were above the recommended half-screen height. In fact, one subject got completely stuck and was unable to complete her purchase.

The problem was by no means limited to websites with list items that were too tall; it was just worse on those websites. The issue also extended to websites whose list items were normal in size but whose hit areas were unclear, which severely limited the subjects and even resulted in abandonments.

date-inputs-1
It simply was not clear to subjects what can and cannot be clicked on this page. Note the very inconsistent link styles. Orange is sometimes used for the header, other times for a list item. Separators are sometimes used to set off list items, other times to set off elements of text. Some text is one shade of blue, which sometimes indicates a link, while other links are styled in a darker blue and underlined. Confused yet? The subjects were, too.

date-inputs-1
Note how the subject was trying to click the “Lowest Fare” label, believing this was the button to choose the displayed flight. Besides the primary button being unclear, the list item is also very long. Combined, these two design choices are a surefire way to leave some users in doubt on how to even proceed.

date-inputs-1
On the left: This subject did not know what to click in order to proceed on United’s website. Presumably, this was caused by the single result. With no options to compare and choose between, it was not clear to the subject what to select. On the right: Many subjects did not pick up on the ticket icon and its meaning on Fandango’s website. Instead, they assumed that the movie was playing only in theaters where a “Buy” button was shown (which was not the case).

The images above show only some of the many instances where it was unclear to subjects what elements are clickable, what the differences are between the different hit areas and, most importantly, where to click in order to select an item in a list. The websites with the far fewest problems with hit areas embraced multiple of the following recommendations:

  • Make the entire element area clickable. In particular, the thumbnail, product header and price should be clickable and should lead to the product page.
  • Style the title as a link (using your primary style for text links).
  • Indicate the virtual space with an arrow or similar visual cue, showing that the entire list item will move the user to the next step in the process.
  • Consider separate “Buy Now” or select buttons for very long list items — i.e. when a list item could be easily mistaken as pieces of information, rather than a collective entity to be clicked.
  • Avoid multiple hit areas within the same visual element — in particular, links or buttons within a list item that lead to different pages.

Designing M-Commerce Websites

Aside from their practical use, these 10 recommendations have hopefully given you a glimpse of just how complex designing an m-commerce website really can be. It’s not simply a matter scaling and adding media queries; it’s an entirely new platform, and the balancing act is particularly difficult to get right due to the complex tasks involved, such as product finding and product comparison and multi-step processes such as checking out. In many ways, designing and optimizing an m-commerce website is much more difficult and often requires more “intelligent” website features than a traditional desktop e-commerce website. It comes as no surprise that IBM reports average m-commerce conversion rates that are roughly half of its desktop e-commerce conversion rates.

In general, the more complex a mobile website’s features, the more likely the experience should be significantly different from the desktop experience. The greater the difference between the two, the stronger the argument for having a standalone mobile website. Of course, maintaining two versions of the same website comes with many issues, especially with maintenance (of content, code and design). A responsive design is a better solution in some cases, but it depends very much on the size and complexity of the website, as well as on your organization’s strengths and weaknesses. It’s a nuanced issue, with many gray areas and with good arguments both for and against having a standalone mobile website.

If you can achieve this by designing for mobile first, then a responsive design could be truly great — not just in its maintainability, but also its user experience. Be clear, however, that if your existing website is complex, merely scaling it down to different devices won’t be enough to offer a great mobile experience. And if messing with the full website’s existing structure and content isn’t an option, then you might be forced to create a standalone mobile website in order to provide a decent experience — although maintaining content and code on the two separate platforms in parallel could turn out to be both expensive and messy.

Thus, getting an m-commerce website right tends to be very resource-demanding, as you account for all of the nuances. But the opportunities are great. This is a new world, and it will take time before best practices stabilize. Spending time and money on a mediocre m-commerce website is wasteful. Yes, making the website great will require significant investment, but the potential payoff is high, too. M-commerce is a window of opportunity; it enables you to distinguish yourself from competitors and to position yourself well to grab a share of this market, which is expected to reach $86 billion by 2016.

Note: Find out more about m-commerce usability guidelines in the (paid) report “M-Commerce Usability.”

(al) (il)


© Christian Holst for Smashing Magazine, 2013.


Fables, Myths And Narratives: Converting Our Stories Into Multi-Screen Experiences


  

Storytelling takes many forms. In the past, stories were told orally, with people telling and retelling myths, fables and even histories. As writing technology became more prevalent, we began to record our stories, and we told them in the pages of books. Now, our society is awash in different devices and technologies, and those traditions of spoken stories and printed stories are blurring.

Multi-screen narratives are being told across all kinds of platforms, pages and devices, making for truly immersive experiences. We are watching them, tapping them and learning from them. They immerse us in the storyteller’s world. This article outlines what I believe are the five essentials of telling multi-screen stories.

How I Fell In Love With Interactive Storytelling

First, a little background. My childhood was spent in Nigeria, West Africa. I am a member of the Tiv tribe, a group of about 6 million people clustered in Nigeria’s Benue River Valley. As a child, I heard a lot of Nigerian folktales, about animals, humans and even magic. In Nigerian narrative tradition, stories are often told orally, in front of a gathered audience. During festivals and cultural events, men even dress up in elaborate costumes and perform stories for the crowds. I have vivid memories of these stories and have always been curious about how they could be translated into something digital and interactive.

kwagh-hir-nigerian-masquerade
The Kwagh Hir, or Thing of Magic, my tribe’s largest cultural festival (Image: Naptu2)

Those fables are a piece of my cultural inheritance. They always seemed to contain essential truths about humans. Take the story of the Ear and the Mosquito. One day, the Ear steals food from the Mosquito and refuses to pay it back. In anger, the Mosquito visits the Ear every evening, demanding the food to be returned, annoying Ear all night with his buzzing. It’s an old tale, with many versions, but the moral is consistent: don’t steal from your friends.

Creating modern, interactive versions of these stories is possible, but how exactly do we do that? Let’s begin by talking about what I mean by the word “multi-screen.”

A Bit About Context And Screens

When speaking about multi-screen storytelling, remember that screens have different contexts, not only different capabilities. The same screen on which you carelessly watch videos at home becomes a closely guarded viewport when you’re watching a movie on a crowded train. The context in which people view stories is more important than the device’s specifications. When we tell interactive stories, we need to be aware of this, and embrace it.

I like to focus on the following screens:

  • Sensors (Twine, GPS, Arduino, motion detectors, etc.)
  • Mobiles and tablets (phones, tablets, laptops and everything in between)
  • Flat-screens (desktops, TVs, etc.)
  • Public and immersive displays (store kiosks, large stadium screens, projectors, Kinects, etc.)

Not all of these need to be used at the same time, because they won’t all be appropriate to the story you are telling. Context is extremely important.

Now, as promised, here are the five essentials of multi-screen storytelling.

1. Divide Your Story Into Separate Content Blocks

When we create multi-screen narratives, we need to find natural breakpoints in the story, places where the visual or narrative content can easily be separated. This enables us to deliver different segments to different devices, in different contexts.

Kolobok is a Slavic children’s story about the adventures of a round yellow cake. For the Moscow International Festival, a large team of designers and animators from SilaSveta Studio incorporated it into a truly fascinating demonstration of storytelling. Before the show, the team set up a large touchscreen at the children’s height. With their hands, the kids could manipulate parts of the animation by adding movement and color.

kolobok-story-on-touchscreen
A public display for children to play with

For the show itself, the full story was projected onto the facade of a large building, allowing the crowd of adults and their children to watch the narrative unfold. Along with sound, it made for another discrete content block, one that closely resembled a 3-D movie.

kolobok-story-on-building
The full animated story in front of a large festival crowd

While the touchscreen and the movie were different views of the same content, they could exist as independent pieces and did not have to appear next to each other. The SilaSveta team found the natural breakpoints in its story and created two separate visual experiences to match them.

Questions to Ask

  • Where are the breakpoints in the story? Divide your content so that it makes sense in context. The practice of responsive design gives us numerous guidelines on how to do this.
  • Can those content blocks exist independently? Sometimes, the answer is no, but it depends on the story. In the Kolobok example above, they can. In other interactive stories, such as Snow Fall from the New York Times, the blocks are chapters in a single story and should be kept together.

2. Offer People Multiple Perspectives

Bear 71 is an award-winning multi-screen experience created by Jeremy Mendes and Leanne Allison. The creators tell the story of a bear living in Banff National Park in Canada. It feels like a cross between a role-playing game and a TV documentary, and as a linear narrative with a non-linear interface, it works beautifully.

bear71-story-site
The Bear 71 story is told in a highly abstracted interface.

Multiple viewpoints are accessible. Online, you roam in a stylized landscape, watch crittercam footage from the forest, and otherwise live as bears do — freely. Even though it may look like a game interface, you are not so much “playing” as you are participating in a story. Watching real crittercam footage, you see what the forest silently sees. You also have the option to turn on your webcam (“stealth mode”) to see other users around the world, all watching the same story online.

bear71-AR-installation

During shows and installations, the team responsible for Bear 71 set up augmented-reality applications and motion-detection cameras, so that visitors could experience what it’s like to have their pictures taken with one. By playing with the augmented-reality apps and the motion-detection cameras at the installations, users got a bit of the same physical experience that the bears had.

Questions to Ask

  • Does the narrative change when viewed from a different perspective? A variety of perspectives can make a narrative much more fascinating. Bear 71 forces us to see the world first from the bear’s perspective and to sympathize with its loss of habitat, but other viewpoints take a slightly different angle. The voyeurism common in our digital sharing culture takes on a different meaning when used for animal surveillance.
  • What data sets can be used in the narrative? Bear 71 cleverly combines crittercam video, GPS data, cell tower data, augmented reality, and topographical data. The photographs of visitors to the installation provide an additional emotional layer of data. The data we bring into our stories helps to define additional viewpoints and characters.

3. Redefine A Tradition

As Western culture has moved more deeply into Nigeria, Nigeria’s traditions are weakening. I wanted to take a piece of my culture and put it in the cloud, instead of leaving it locked in the heads of our oral storytellers. That meant redefining how the stories are relayed, how they are saved and, most importantly, what messages they convey to the audience.

In 2011, I started a project named Pixel Fable in which I take those traditional stories and reinterpret them online. In essence, I’m creating an interactive archive of Nigerian stories. As mentioned earlier, the oral histories of Nigerians are rich, but capturing them and translating them into digital stories means they will reach a wider audience. About 25% of my website’s visitors come from the US, while another 25% come from Japan. Canada, France and Germany also send a fair amount of traffic.

Pixel Fable uses responsive websites, iOS apps and augmented-reality animations to reinterpret Nigeria’s oral history.

pixel-fable-logo
An introductory screen from “Cricket and Mud Brick,” a new Pixel Fable story built with the Tapestry app

I’ve relied on two primary contexts to reinterpret the old Nigerian storytelling tradition. The first is people on their tablets and phones, clicking on and reading the stories. The spread of mobile devices makes this inevitable — why not tell African fables in a more accessible context? The second is my attempt to update the moral lessons for our modern age. While the original story of the Ear and the Mosquito may be a funny tale about annoying insects, the lesson can be updated to speak about how mosquitoes spread malaria in Nigeria. There’s room to redefine our old myths for the 21st century.

Questions to Ask

  • Will people love or hate the reimagined version? Not every fable or myth can (or should) be recreated digitally. However, if people have an emotional reaction to a story that you have designed and pushed out to multiple screens, that is usually a good sign.
  • If people talk about your narrative, will it bring about change in society? Each Pixel Fable story has a message. Most fables do. Some revolve around love triangles, others around the wisdom of elders, and there’s even one about why you shouldn’t get angry at your friends. They are small messages, but put together, they force us to reconsider how we treat the narrative history of people in Nigeria and West Africa.

4. Immerse People In The Narrative

The Walking Dead, the famous comic and now TV show, used a polling Web app (AMC’s Story Sync, if you like marketing-speak) to ask viewers questions and show related content as an episode was being broadcast on TV. While the app was simply timed to each scene, it was an experiment in multi-screen storytelling that invited audience participation, not just audience attention. Polling has a gimmicky feel to it, but that probably came about as a result of Hollywood pressure and doesn’t reflect the value of the concept in general.

walking-dead-story-sync
Polling and syncing apps extend narratives from the TV to the couch.

The creators also added mobile gaming to the mix, bringing viewers “into” the story in a completely different way, in different contexts.

All of these facets of each story’s arc enabled people to immerse themselves in this apocalyptic narrative. Jason Spero of Google notes the need for a seamless experience as users move between devices. Other people, however, say that a second-screen experience can be extremely distracting, forcing viewers to miss key parts of the TV show. It is the opposite of an immersive experience, they say, and is confusing to use. In my opinion, each content block should work independently to avoid putting users in this position.

Questions to Ask

  • Will people forget where they are? I’ll be the first to admit that this is not always a good thing. I can’t count the number of times that I’ve almost missed my train stop because my head was buried in my phone. Context, not only device capability, is key. Do you want users to get lost in the story or just engage in a manageable chunk?
  • Do the screens you have chosen feel natural? By this, I’m not referring to pixel density. That is simply impossible to control, and if the story if good, it won’t matter anyway. The screens that people choose will depend a lot on the tasks they want to complete, so make your story feel natural for whatever content block they are interacting with.

5. Design Contextual Interactions

Recently, a number of storytelling apps have relied on location to serve additional content, much in the same way that Foursquare or Google Maps do. The Silent History is a dystopian science-fiction story about children who do not speak. The iPad app contains the whole story, but by visiting certain geo-tagged locations, users can access additional content.

silent-history-story

For a novel about children all over the US, inviting readers to physically go to where the story’s kids are makes perfect sense. The additional contextual interaction makes the story more layered and thought-provoking, in a way that a simple app would not be.

We use map data every day, to look for restaurants, check the weather, see road conditions and even check for public transit delays. Other contextual interactions make sense when creating digital stories: taking photographs, texting, sharing and saving information, even body motion. Use these, along with your UI and UX skill sets, to devise new storytelling methods.

Questions to Ask

  • Does the device matter? With the rise of responsive design workflows, our content should not be device-dependent. Some things, however, such as camera or GPS functionality, may be integral to a part of your story, and so the device would need to be factored in.
  • Should the interface be designed as a seamless part of the narrative? As people who work on the Web, we really have a strength here. If we choose to make the interface part of the story, then we can rely on our experience in building websites and content management systems.
  • Will your story “remember” anything? As a child, I folded over the top corner of the page when I had to put a book down. It was a simple way to keep my place. With a narrative split across multiple devices, it might be necessary to design an interaction that flags where you’ve gotten to and then returns you there when you visit again. That all depends on the content, but the question does need to be asked. Everyone hates losing their place on the Internet and having to navigate back, so perhaps we should enable a memory in our stories as well.

Conclusion

We have conceptualized different uses of multiple screens to tell stories. All of us, from every corner of the globe, have intensely rich cultures filled with stories and fables. Using them to create interactive narratives is another way to explore the power of the Web, to wow people and to record our cultural history.

I would love to see what you come up with, or hear about other examples of clever digital storytelling.

(al) (ea)


© Senongo Akpem for Smashing Magazine, 2013.


Whiteboards, Visions And Banned Words: How To Help A Real-Life Knight Achieve His Goals


  

This article is about design consultancy. It’s about wrangling that client who uses empty sentences like, “We want a snappy, simple experience,” or, “It should be on brand and should really pop.” It’s about commanding the room and setting a vision before moving on to wireframes and pixels.

While I’ll talk in terms of consultation, these ideas can be applied to the design phase of any new project.

Banned Words

I start every consultation with this list on the whiteboard:

  • Clean
  • Simple
  • Fast
  • Snappy
  • Some
  • Most
  • Nice

These words are banned. If anyone in the room says any of these words, it means we’ve lost our focus or forgotten that we’re in the room to solve problems. We stop, reframe the conversation, then move on.

A whiteboard
Any whiteboard is a weapon if you hold it right.

Here are three steps I take to ensure that the words above are never uttered in the first place.

1. Set A Vision

The design process can get derailed right at the start by focusing on questions like, “What’s the best thing about our product?” or, “What differentiates our service from the competition?”

Why This Is a Bad Idea

  • Real users have families, jobs and tax bills and are quite possibly drunk when they first experience your brand. Put bluntly, people don’t care about your product — yet.
  • Real people experience your idea on their terms, not yours.
  • Dumb mass marketing doesn’t work anymore; we’ve raised a generation of marketing-proofed humans. (Thanks, Coke.)

Instead, let your audience define the project by explaining their needs to a friend, remembering that your brand is not what you say it is. Your brand is what people tell their friends it is.

“As a ____, I need to ____, so that I can ____.”

Let’s assume we’re selling ACME Dragon-Slayer Swords. Our audience might say:

“As a white knight, I need to slay the dragon, so that I can save the princess.”

The knight
Your brand is not what you say it is, but what your audience says it is.

This is useful because it describes our audience’s impetus and why it’s important to them. However, our user is not yet textured, nor specific enough. We can do better.

2. Narrow It Down

Let’s start with some experiential texture:

“As an inexperienced knight, I need to slay my first dragon so that I can prove my worth to the father of the princess.”

Better. We’ve textured our knight, with corresponding depth to his reasoning. Experiment with different textures — such as technical nouns, age, income and geography.

It’s easy to get lost in our idea and forget how it applies to the larger stage, so let’s delve further in time, before and after our idea:

“As an inexperienced knight on my first quest, I need to impress the king, so that I might marry his daughter and live happily ever after.”

In doing this, we’re taking our user from his real-world impetus, through our brand and back into real life again. We’ve realized that the dragon-slaying itself wouldn’t actually help a real knight achieve their goals. Might we consider selling ACME Dragon-Slayer Swords by how impressive they are to kings?

Describe the brand from multiple viewpoints. For example, our princess may find dragon-slaying presumptuous. If we discover that she’s a more interesting audience, then put her center stage instead.

The princess holding a sword
Dragon-slaying princesses are DIY champions.

3. Stick To Your Vision

Once a scope is defined, remaining within its constraints is important. Thinking back to our banned words, let’s look at the scope-destroyers:

  • Some
  • Most
  • Nice

The sentence, “It would be nice if some users could X” is almost as dangerous as, “Most of the time our users will Y.” This kind of thinking frays the edges of a good idea until it’s unrecognizable.

That way madness lies. Remove all but undebatable assumptions:

  • Narrow down “some users” until you can say “every user.”
  • If the client says “most times,” remove fuzzy options until they can say “all of the time.”
  • Don’t waste time on “it would be nice” issues if you can fix a “we absolutely must” problem.

For example, earlier we defined our knight as inexperienced.

If anyone starts talking about experienced knights, we’d ask them to rephrase in terms of our defined audience. If we get sidetracked by knights who don’t want to impress kings, we’d jot that down on a “nice to have” list and forget about it entirely.

In The Real World

Here are some practical examples from real-world projects that I’ve led:

  • Clarity.io
    “As a young adult, I want to donate to charity with my Facebook account so that I can share my charitable identity with friends.”
  • The Fitzroy Academy of Getting Shit Done
    “I’ve lost faith in university education. I want an intense, condensed way to skill up and be industry-ready so that I can get out into the workforce soon.”
  • OurSay
    “Australian citizens need direct access to people in power so that they can have an impact on their political system.”
  • The Promo Bay
    “The Pirate Bay needs a way to centralize and sift through artists so that it can decide who to promote on the home page of The Pirate Bay.”

While we’re thinking “real world,” let’s look at the consultation session itself.

Sleight of Hand

When performing, stage magicians use props and well-practiced patter to better engage the audience. As a consultant, the magic lies in your command of design, while some nuanced expression can transform a banal experience into an engaging one.

A magician with a bunny coming out of a tablet
One tablet makes you bigger, one tablet makes you smaller.

Practically Speaking

  • Keep the vision written at the top of the whiteboard at all times. If anyone gets sidetracked, point at it meaningfully until they quiet down.
  • If you feel you personally don’t have the authority to command the room, explain the consultative process up front. People sometimes prefer to trust a well-explained process, especially if they’re older or smarter than you.
  • If a client uses terms like “drop-down” or “radio button,” ask them to rephrase without using those words. It’s also a good excuse to assert that the consultation is not about pixels and wireframes.
  • Build a personal library of real-world metaphors that explain UX situations. For example, a website that logs you back in without asking is a lot like an automatic door. An HTML prototype is like a car without the engine. Physical examples ground people in reality.
  • Your whiteboard marker is a conductor’s baton. This lizard-brain reaction harkens back to teachers in grade school. Note on the board something that a person says that you agree with, and people will suddenly speak on your terms just so you write down what they say.
  • Once a vision is established, ask every person in the room whether they agree with it. Put a big tick next to it for each person, in turn. It’s now set in stone, and you can use it as the “bad guy” to settle disputes later.
  • Pacing is one of the most important parts of consultation. Set time limits, and don’t be afraid to say, “OK, back to the process.” Consider having a clock in the room.
  • Use a banned word, then catch yourself and apologize profusely. It proves you are beholden to the same rules as the client.

A whiteboard, complete
Always remember to keep your audience’s impetus in mind.

Further Reading And Experience

I’ve straddled the shoulders of two giants in writing this.

Reading

Experience

You needn’t score a top-dollar client to learn how to deliver solid consultation services. We use these same techniques at work for all of our internal projects.

Try starting your next design sans-Photoshop. Instead, run a two-hour consultation with a coworker. Try again later with a really annoying person who hates your designs. Mixed experiences will help you find your own method in the madness.

Charm is a learned skill.

In Conclusion, re. Applicability

This style of consultation isn’t so great for fixing large broken systems. It’s better for new projects, with a small audience. It also works for small, distinct portions of a larger problem.

Extending the vision should happen after launch and testing, once you’ve won everyone’s heart.

Or:

“As the design lead of a new project, I need some consultative tricks to keep my clients in line and to craft a concise vision.”

(al) (ea)


© Will Dayble for Smashing Magazine, 2013.


Infinite Scrolling: Let’s Get To The Bottom Of This


  

Infinite scrolling promises a better experience for users. However, the good is often accompanied by the bad and the ugly. Once we understand the strengths and weaknesses of infinite scrolling, we can begin to use it to enhance our interfaces.

Human nature demands hierarchy and structures that are easy to navigate. But infinite scrolling sometimes leaves users feeling disoriented as they travel down a page that never ends.

The NeverEnding Scroll

The Good

Long lists are not new, but the way in which we scroll these lists has fundamentally changed since the arrival of mobile interfaces. Due to the narrowness of mobile screens, list items are arranged vertically, requiring frequent scrolling.

Infinite scrolling is highly trending as an interaction behavior on pages and lists. The basic functionality is that, as the user scrolls through content, more content is loaded automatically. With the popularity of social media, massive amounts of data are being consumed; infinite scrolling offers an efficient way to browse that ocean of information, without having to wait for pages to preload. Rather, the user enjoys a truly responsive experience, whatever device they’re using.

Pagination vs. Infinite Scroll
Pagination versus infinite scrolling (Large version)

Websites with lots of user-generated content today are using infinite scrolling to handle content that is being generated every second. By unspoken agreement, users are aware that they won’t get to see everything on these websites, because the content is updated too frequently. With infinite scrolling, social websites are doing their best to expose as much information as possible to the user.

Twitter integrates infinite scrolling effectively. Its feed fits the criteria: a large amount of data (tweets) and a real-time platform. From the perspective of the user, all tweets are equally relevant, meaning that they have the same potential to be interesting or uninteresting; so, users will often scroll through all of the tweets in their feed. Being a real-time platform, Twitter is constantly being updated, even if the user leaves their feed unattended. Infinite scrolling seems to have been created especially for websites like Twitter, which successfully employs the technology.

Infinite scrolling appears to have found its niche on the Web. However, there are also drawbacks that must be considered before assessing its value.

The Bad And The Ugly

With so much data to browse, users must stay focused on the information they are searching for. (Remember about being goal-oriented?) Do users always want a never-ending stream of data? Analytics show that when users search for information on Google, only 6% advance to the second page. So, 94% of users are satisfied with receiving only 10 results, which suggests that users find Google’s ranking of results to be relevant.

To Click or Not to Click

Google has implemented infinite scrolling for image search results but has yet to implement it for its general results. Doing so would eliminate the need for users to click to reach the second page. Google will probably maintain pagination because this pattern is quite symbolic for its brand. If it does switch to infinite scrolling, when would users typically stop scrolling? After 20 results? 50? When does an easy browsing experience become more complicated?

Looking for the best search result could take a second or an hour, depending on your research. But when you decide to stop searching in Google’s current format, you know the exact number of search results. You can make an informed decision about where to stop or how many results to peruse because you know where the end is. According to studies conducted in the field of human-computer interaction, reaching an end point provides a sense of control; you know that you have received all relevant results, and you know whether the one you are looking for is there or not. Knowing the number of results available provides a sense of control and helps the user make a more informed decision, rather than be left to scour an infinitely scrolling list.

Pagination: The Click Barrier
Pagination is a barrier of clicks. (Large version)

When items are distributed across Web pages, they are framed and indexed and have a start and end point. The information is presented clearly and orderly. If we select an item from a paginated list and are taken from that page, we know that clicking “Back” will return us to that page (probably to the same scroll position). Our Web search will continue right where it left off.

If you scroll the same list of results with infinite scrolling, you are left without that sense of control because you are scrolling through a list that is conceptually infinite. Let’s say you count yourself among the 94% who stop reading after the first page (i.e. 10 results) of a Google search. When the list scrolls infinitely, there is essentially no end to the first page. Rather than look for the end of the page, which doesn’t exist anyway, you decide to stop scrolling at the 10th item. This poses a problem with infinite scrolling, because the 11th item is directly in sight. With a paginated list, on which you wouldn’t see the 11th result, deciding not to continue browsing is easier. However, when the next results are already there, you’d probably just keep on scrolling and scrolling.

As Dmitry Fadeyev points out:

“People will want to go back to the list of search results to check out the items they’ve just seen, comparing them to what else they’ve discovered somewhere else down the list. Having a paginated interface lets the user keep a mental location of the item. They may not necessarily know the exact page number, but they will remember roughly what it was, and the paginated links will let them get there easier.

Not only does the infinite scroll break this dynamic, it also makes it difficult to move up and down the list, especially when you return to the page at another time and find yourself back at the top, being forced to scroll down the list once again and wait for the results to load. In this way the infinite scroll interface is actually slower than the paginated one.”

— Dmitry Fadeyev, When Infinite Scroll Doesn’t Work

When Infinite Scrolling Fails

The best companies are constantly testing and studying new interactions with their users. Increasing numbers of these studies are showing that infinite scrolling does not resonate with users if it does not support their goal on the website.

Temptation

When you’re looking for that perfect search result and are tempted to continue scrolling into a wasteland of irrelevant results, time is wasted. Chances are that the best result will appear in the first 10 items. Therefore, infinite scrolling merely tempts you to continue reading, wasting time and decreasing productivity in the process.

Optimism

Even more annoying is that scroll bars do not reflect the actual amount of data available. You’ll scroll down happily assuming you are close to the bottom, which by itself tempts you to scroll that little bit more, only to find that the results have just doubled by the time you get there.

Exhaustion

Infinite scrolling overwhelms users with stimuli. Like playing a game that you can never win, no matter how far you scroll, you feel like you’ll never get to the end. The combination of temptation and optimism play a big role in exhausting the user.

Pogosticking

Infinite scrolling often causes your position on the page to get lost. “Pogosticking” happens when you click away from an infinitely scrolling list and, when you return by clicking “Back,” are brought to the top of the previous page, instead of to the point where you left off. This happens because the scroll position is lost when you navigate away from an infinitely scrolling page, forcing you to scroll back down each time.

Loss of Control

Infinite scrolling leaves you with the feeling that you might be missing out on information. You continue scrolling because the results are right there, but you feel overwhelmed because you’re losing control over the amount of data being shown. There is something nice about defined pages on which the amount of content is quantified, where you can comfortably choose whether to click to view more or to stop. With infinite scrolling, you don’t have control over the amount of data on the page, which becomes overwhelming.

Distracting

Etsy, the vintage e-commerce marketplace, implemented infinite scrolling, only to find that it led to fewer clicks from its users. Infinite scrolling was unsuccessful because users felt lost in the data and had difficulty sorting between relevant and irrelevant information. While infinite scrolling provided faster and more results, users were less willing to click on them, defeating its very purpose.

Etsy's Home Page
Etsy’s home page (Large version)

Unreachable

Have you tried reaching the footer of Facebook lately? The footer block exists below the news feed, but because the feed scrolls infinitely, more data gets loaded as soon as you reach the bottom, pushing the footer out of view every time. Footers exist for a reason: they contain content that the user sometimes needs. In Facebook’s case, the user can’t reach it. The links are repeated elsewhere but are harder to find. Infinite scrolling impedes the user by making important information inaccessible.

Facebook auto-loading News Feed and the unreachable footer
Facebook’s auto-loading news feed makes the footer unreachable. (Large version)

Footers serve as a last resort. If users can’t find something or they have questions or want more information or explanation, they often go there. If they don’t find it there, they might leave the website altogether. Companies that implement infinite scrolling should either make the footer accessible by making it sticky or relocate the links to a sidebar.

Not Exclusive

Pinterest does not have a footer at all, which makes sense given the problem we just saw with Facebook. Through infinite scrolling, Pinterest emphasizes its profusion of data, an endless sea of inspiration taken from all over the Web.

Pinterest Ocean of Pins
Pinterest’s ocean of pins (Large version)

Images are faster and easier to scroll than text, so Pinterest and Google Images succeed with infinite scrolling to an extent. However, billions of images are on the Web, and users would prefer to see only the best of them. There is something to be said for exclusivity, which seems to be lacking in Pinterest’s layout.

Limiting the number of images on Pinterest’s home page, with an “Editor’s picks” or “Most popular” list, might make the website more appealing. How exclusive can a pin be when a ton of other similar pins are next to it?

Pinterest’s tactic of using infinite scrolling for its plethora of data suffers because it overwhelms users. The collection looks bottomless, but its immensity is somewhat daunting, and browsing it might seem a waste of time. Ultimately, Pinterest is trying to expose users to infinite inspiration, but that actually undermines the human need for control. The amount of data becomes intimidating, and users are left with mixed feelings.

When Usability Wins

As mentioned earlier, Twitter integrates infinite scrolling effectively. The user sees an infinitely growing list of tweets and can comfortably click on a tweet to expand it in place, preventing the page from refreshing and, as a result, maintaining their scroll position.

Twitter's torn feed
Twitter’s torn feed (Large version)

On its mobile version, Twitter even adds a “torn paper” marker, indicating to the user where to resume reading. This subtle and simple solution enables the user to scroll up and down the list, while having a recognizable point to return to. Psychologically, that marker reassures the reader by dividing read and unread content. Such markers give the user a sense of control and a better perception of the content’s depth and how far they’ve gotten into it.

Twitter is not the only one. Discourse, an emerging discussion platform, also has infinite scrolling that empowers the user. The company considered the importance of infinite scrolling to its user experience and implemented an intriguing and unique progress indicator. The indicator appears when needed and remains in view (without interfering) while the user reads the content. The indicator numbers the item currently being viewed out of the total number of items. This is a great way to make the user feel in control, even with a lot of data.

Smart progress indicator on Discourse.com
The smart progress indicator on Discourse (Large version)

Go Hybrid

A hybrid of infinite scrolling and pagination is also a good option in many cases. With this solution, you would show a “load more” button at the end of a preloaded list, which, when clicked, loads another batch of items onto the list. The same behavior that infinite scroll does automatically, this button does on demand. The interface gains some of the advantages of infinite scrolling, without some of its drawbacks.

Because infinite scrolling requires the website to fetch so much content, the hybrid solution is used at times to control the data load. In Facebook’s news feed and Google’s image search, the infinite scrolling is automatic at first but becomes on-demand once a certain number of items have loaded. This maintains the interface while limiting the load on the server.

Hybrid Infinite Pagination on Google Images
Hybrid infinite pagination on Google Images (Large version)

Infinite Pages

Infinite pages take the concept of infinite scrolling to a new level. Websites that employ this concept are “one-pagers.” To remove the barrier of clicking to the next page, the designer turns the entire website into one long scrollable page. Examples are Unfold and Lost World’s Fairs.

On these one-page websites, the sections are spread vertically, one after another. This makes the whole website less comprehensible — hence, less accessible. These websites might not have infinite scrolling, but the user might still have that feeling of a never-ending page.

On infinite pages, the height of each section will vary according to its contents. Although the approach can make for some creative interactions, it can leave users disoriented and unsure where to scroll for the next piece of information. The scroll bar is hidden on many such pages, leaving users feeling lost as they unconsciously look for the scroll position to track their progress. Hidden scroll bars deprive users of that chance for rescue. Users shouldn’t be left helpless; the interface should clearly show them how to navigate the page.

Infinite Page
Not knowing where they stand can leave the users disoriented.

UX engineers need to take extra care when designing infinite pages. They must take into account accessibility; tell users where they stand by showing the length of the page and how much they’ve viewed. Solutions could include a fixed menu, a map of the page or a scroll progress bar.

Another trick is the parallax effect, whereby different layers on the page move at different speeds according to the user’s scrolling, creating the illusion of depth (as seen on Andrew McCarthy’s website). While it can help to create beautiful and innovative experiences, it is sometimes heavily overused, and users can get confused by how much they need to scroll for more content. When the parallax effect is combined with animation, the user can get confused about whether the page is being scrolled by their movement or is moving autonomously. It’s wise to use the technique to enhance content, not as the content itself.

Let’s Get To The Bottom Of This

Infinite scrolling can be an innovative feature that greatly improves an interface by exposing content and making performance more efficient. But it needs to be used correctly.

Avoid the following sinkholes to achieve a strong infinite scrolling experience:

  • Users want immediate access to exclusive data.
    Users don’t want to be left to explore all of a website’s data on their own. When implementing infinite scrolling, identify what data is exclusive to your website and elevate it to the top of the page, and filter less relevant information.
  • Users want to feel in control.
    Infinite scrolling sabotages that feeling of control. Add a smart progress indicator, a fixed menu or a map.
  • Users often look for landmarks when scrolling.
    When scrolling through long lists, users expect to be able to easily distinguish between new and viewed data. Add landmarks along the interface to keep users oriented.
  • Consider conventional pagination or a hybrid solution.
    Good old pagination is always an alternative to infinite scrolling. And if that doesn’t fit the context, then a hybrid solution, using a “load more” button, could greatly enhance the interface.
  • Provide interesting content without an ambiguous interface.
    Having to traverse a never-ending list is logical only if the user leaves feeling that it was worthwhile.
  • Users often expect a footer.
    If footer-type information is functional to the interface, then it should appear at the bottom of the page. A fixed footer is usually the way to go with infinite scrolling.
  • An infinite list is still a list.
    Infinite scrolling still needs to meet common interface standards. Whether users take their eyes off the screen for a moment or click a link and then click “Back,” they expect to return to the exact point where they left off. Whatever your interface, make sure it meets users’ expectations.
  • Effects are nice to have but not a must.
    Many infinitely scrolling interfaces have various effects to show more data (whether by sliding in new content or another method). Be mindful not to focus more on effects than on presenting data in the most effective way possible.

Use It Correctly

Users are goal-oriented and find satisfaction in reaching the end of their exploration. To be effective, infinite scrolling has to account for this. Nothing is really infinite, not even these infinitely scrolling lists we’ve looked at. Users should always know where they stand, even when the content has not finished loading. They should know what the total amount of data is and be able to easily navigate the list. Infinite scrolling has to be implemented in the best possible way so that users can always find their way.

(al)


© Yogev Ahuvia for Smashing Magazine, 2013.


Book preview: Silverlight 4 User Interface Cookbook

Check out the new book “Silverlight 4 User Interface Cookbook” by Vibor Cipan:

This is the overview taken from the publisher site:

  • The first and only book to focus exclusively on Silverlight UI development.
  • Have your applications stand out from the crowd with leading, innovative, and friendly user interfaces.
  • Detailed instructions on how to implement specific user interface patterns together with XAML and C# (where needed) code, and explainations that are easy-to-understand and follow.
  • Real world projects which you can explore in detail and make modifications as you go.
  • Written by Vibor Cipan – Microsoft MVP for Expression Blend and WPF, and Silverlight UX specialist.

I’ve just received my copy and I’m looking forward to read it in the next days!


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