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Killer Form Design By: Lauren Martin @lorielue  #SOFLUX
The Conversation Well, hi there.
Please take out a piece of your own paper, and write the following information: Your full name (with middle name) Your mothers maiden name The city that you live in Before we get started…
The Conversation What’s your name? Hello Bob Hi What is your address … Bob? What is your address … Bob? Um .. Don’t follow me Why?
“ / ” A form is a sort of conversation […] without those opportunities to for clarification  -Caroline Jarrett
…If you actually wrote something down, please put it somewhere safe and destroy it later…
Ladies and Gentleman A demonstration please…
Pop QUIZ!  … with prize!!! What popular flash cards did Stephen Anderson recently create? Shout Out to Stephen Anderson for letting me borrow his browser demonstration on twitter @stephenanderson
Ask expected questions before unexpected ones. Don’t ask question’s beyond your relationship unless you have to, then provide a reason why your asking it. You can always get extra information later. Group the conversation into natural breaks. Is there somewhere else you can get the information? Consider the context, and the relationship. People care about what you ask them. Your form is a conversation
Surgery Stand back, I’m going in!
A Prototype to Play With:
Okay Okay Email should be plenty Password reset sent to email Okay, but later… Most likely required for test, not training materials Boat info optional, kill it. Boat info optional, kill it. Boat info optional, kill it. Optional, Kill it Okay
Round 1: The Conversation
But… What about… Layout, colons, required field indicators and the kitchen sink..
Layout Left Aligned Right Aligned Top Aligned
Wait..  We’re forgetting something.
Where do people look? Quick Glance Glance Longer Glance Looked longest Left Aligned Right Aligned Top Aligned
Quicker is better, right? According to a study by Penzo
Is it a short form? Is the information really easy to fill in? Do you have to gather answers? Do you want to fill in the form? Is the information requested, what you expected? Is the information sensitive? Have you filled out this form before? Speed Racer, slow down! 
Layout Left Aligned Right Aligned Top Aligned ,[object Object]
Make sure inputs are close enough
Good for unfamiliar information
Harder scanning.
Watch out for long and wrapping labels.
Good for repetitive or familiar information
Hard scanning.
Great for short forms
Good for familiar information
Watch out for groupings.,[object Object]
Yep, Labels have Colons,[object Object]
Clowns and Models Both Wear Makeup Vs.
Use the grid system, line things up. Use consistent spacing. Keep advertising and distractions away from the form. Support scanning and visual hierarchy. Groupings should be clearly separated. Primary action should be visually prioritized. Good contrast, font family, and size for readability. It’s The Little Things You Do
Round 2: Visual Design
Before and After
Did it help?? How do you know if your changes are making a difference?
Trust but Verify Gorilla Usability Testing Metrics and Analytics Customer Support Call Logs Analyze Response Data
Vs.
What about Errors Please try again.

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Killer form design

  • 1. Killer Form Design By: Lauren Martin @lorielue #SOFLUX
  • 3. Please take out a piece of your own paper, and write the following information: Your full name (with middle name) Your mothers maiden name The city that you live in Before we get started…
  • 4. The Conversation What’s your name? Hello Bob Hi What is your address … Bob? What is your address … Bob? Um .. Don’t follow me Why?
  • 5. “ / ” A form is a sort of conversation […] without those opportunities to for clarification -Caroline Jarrett
  • 6. …If you actually wrote something down, please put it somewhere safe and destroy it later…
  • 7. Ladies and Gentleman A demonstration please…
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  • 9. Pop QUIZ! … with prize!!! What popular flash cards did Stephen Anderson recently create? Shout Out to Stephen Anderson for letting me borrow his browser demonstration on twitter @stephenanderson
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  • 12. Ask expected questions before unexpected ones. Don’t ask question’s beyond your relationship unless you have to, then provide a reason why your asking it. You can always get extra information later. Group the conversation into natural breaks. Is there somewhere else you can get the information? Consider the context, and the relationship. People care about what you ask them. Your form is a conversation
  • 13. Surgery Stand back, I’m going in!
  • 14. A Prototype to Play With:
  • 15. Okay Okay Email should be plenty Password reset sent to email Okay, but later… Most likely required for test, not training materials Boat info optional, kill it. Boat info optional, kill it. Boat info optional, kill it. Optional, Kill it Okay
  • 16. Round 1: The Conversation
  • 17. But… What about… Layout, colons, required field indicators and the kitchen sink..
  • 18. Layout Left Aligned Right Aligned Top Aligned
  • 19. Wait.. We’re forgetting something.
  • 20. Where do people look? Quick Glance Glance Longer Glance Looked longest Left Aligned Right Aligned Top Aligned
  • 21. Quicker is better, right? According to a study by Penzo
  • 22. Is it a short form? Is the information really easy to fill in? Do you have to gather answers? Do you want to fill in the form? Is the information requested, what you expected? Is the information sensitive? Have you filled out this form before? Speed Racer, slow down! 
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  • 25. Make sure inputs are close enough
  • 26. Good for unfamiliar information
  • 28. Watch out for long and wrapping labels.
  • 29. Good for repetitive or familiar information
  • 32. Good for familiar information
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  • 35. Clowns and Models Both Wear Makeup Vs.
  • 36. Use the grid system, line things up. Use consistent spacing. Keep advertising and distractions away from the form. Support scanning and visual hierarchy. Groupings should be clearly separated. Primary action should be visually prioritized. Good contrast, font family, and size for readability. It’s The Little Things You Do
  • 37. Round 2: Visual Design
  • 39. Did it help?? How do you know if your changes are making a difference?
  • 40. Trust but Verify Gorilla Usability Testing Metrics and Analytics Customer Support Call Logs Analyze Response Data
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  • 43. Vs.
  • 44. What about Errors Please try again.
  • 45. Slide not found. Error ID234JHDU78CAS. Please try again after jumping up and down on one foot and calling customer support. Ok Cancel Back
  • 46. Error Prevention & Error Detection Try to help the user prevent errors. Generally, wait until the user tries to submit the form before presenting errors. Explain why the error occurred, where, and how to fix it. Be polite, and avoid jargon. Don’t make color your only cue. Avoid pop-ups.
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  • 49. Pop QUIZ! So did you learn anything today?
  • 50. What does this need?
  • 51. Forms that Work: Designing Web Forms for Usability By: Caroline Jarrett www.formsthatwork.com/ Recommended Reading
  • 52. Thanks! Please submit all questions via the form. Questions? Twitter: @lorielue #SOFLUX Slides: www.slideshare.net/lorielue

Notas del editor

  1. Tweet about meeting today #SOFLUX
  2. A form is a conversation without opportunity for clarification Just like real conversations w\\certain social norms
  3. We look at the labels and the left side of fieldsWe totally ignore the right side, and look under the field onlyafter filling it in…Unless we are confused, then we start reading and looking around.
  4. Looking for Speakers…