What is a workflow?
A sequence or collection of activities that take place in order to complete a specific task/job. Process of screens and screen states.
What can we do to make registration more appealing to users?
- Don’t force it
- Don’t force social
- Use inline validation
- Flag why you are asking for details
When should you consider using onboarding?
- New mental model
- Complicated process
- Users enter data immediately
- Re-designed app
What are 4 onboarding objectives?
- Get people engage to app/service quickly
- Introduce smoothly and friction-less as possible
- Answer critical questions up front
- Answer deal-breakers
What are 3 onboarding styles?
- Static walkthrough
- Interactive walkthrough
- Tutor overlay
What are best practices of a static walkthrough?
- Keep them short (3-4 screens max)
- Keep them concise (large font, few words)
- Use images
- Allow users to skip
What is the purpose of a static walkthrough?
Tell users what the app does, why it’s useful and how to use it.
What are best practices of an interactive walkthrough?
- Get them using the service (show them benefits/how it works)
- Address deal breakers as they register
What is the purpose of a tutor overlay?
Used to explain how a product works or how to access certain features. Useful for complex products.
What are some onboarding recommendations?
- Be sure you need it
- Define key messages
- Define key features
- Interactive walkthroughs are more effective
- Tutor overlays are best for explaining features, especially when animated.
What 3 things can we do to help users with sign-in?
- Keep them logged in
- Show passwords as they sign in
- User fingerprint or face ID
What are the 5 benefits of biometric ID?
- Quick and convient
- Users can’t forget their password
- No more keyboards
- No more password recovery/resets
- More secure
What is a complex form?
Forms that combine aspects of many other workflows.
What can we do to help users with complex forms?
- Choose a flow
- Structure as a conversation
- Adhere to high-level best practice
- Minimse inputs
- Use smart defaults
How can we make a form conversational?
- Tell the user something, then ask a question, repeat
- Tell the user how many steps are involved
- Don’t ask redundant questions
What are 6 techniques we can implement when designing complex forms?
- Use top aligned labels
- Stack inputs in a single column
- Use field lengths as an affordance
- Avoid asterisks for required fields
- Use descriptive labels for buttons
- Show a stepper (progress indicator)
What can we do to make payment easier for a user?
- Follow conventional flow
- Minimize questions and inputs
- Use auto formatting
- Increase perception of security
What is the conventional payment flow?
- What am I buying? / How much am I paying?
- Payment form
- Confirmation something happened
- Confirmation of payment
What are the default questions on a payment form?
- Name on card
- Card number
- Expiry date
- Security code
How can we increase the perception of security on payment forms?
- Show accepted credit card logos
- Confirm payment amount obviously on the page
- Repeat payment amount in buttons
- Use padlock icons
- Add a payment processor logo in the terms and conditions
What is a micro-task or mode?
Performance of a specific task. Could be the sole function of the software or it could be one small interaction amount many.
When using micro-tasks, how does the software typically behave?
- Interface changes entirely
- Navigation/content is removed
- Typically performed in a modal box
Why is it called a modal box?
User is in a different mode of doing.
