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Designing online forms (Jessica Kerr, Formulate)
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Designing online forms (Jessica Kerr, Formulate)

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Presentation at Making Links Conference 2010 in Perth, Western Australia. …

Presentation at Making Links Conference 2010 in Perth, Western Australia.

www.makinglinks.org.au

Published in: Technology, Business

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  • 1. Designing online forms Making Links 16 November 2010
  • 2. Confusing Long Burdensome Rude, broken, frustrating
  • 3. Confusing Long Burdensome Rude, broken, frustrating Clear Concise Clever Cooperative
  • 4. Clear The form-filler understanding …with minimal effort …what to do with the form …as the designer intended
  • 5. Concise Gathering only the required information in the most efficient way possible It is not necessarily about being as short as possible (questions, pages or screens)
  • 6. Clever Reduce the workload and prevent errors: •  Make use of existing data and associations •  Utilise sequencing •  Do calculations •  Enforce limits •  Validate
  • 7. Cooperative Work with the user: •  Manage expectations •  Match the user’s mental model •  Provide definitions and explicit boundaries •  Give background and explanations •  Confirm before submission, and allow modification •  Be bug free, stable, consistent and flexible •  Don’t frustrate!
  • 8. Clear Concise Clever Cooperative ✩ ✩ ✩ ✩ 4 C s of good form design
  • 9. The question Instruction The answer choices
  • 10. Sign in Billing details Join Booklovers Delivery method Gift wrap Confirm details Payment Join up Use existing account Express checkout Checkout " method?
  • 11. Header with logo Left-aligned fields and labels Action button Progress indicator
  • 12. Order over the phone Self complete using computer StakeholderDesigner Processing Data user Order in-person
  • 13. Q & A Flow Layout Process 4 layers of a form
  • 14. Clear Concise Clever Cooperative ✩ ✩ ✩ ✩ 4 Cs of a good form design
  • 15. Q & A Flow Layout Process Clear Concise Clever Cooperative ✩ ✩ ✩ ✩
  • 16. Q & A Flow Layout Process Clear Concise Clever Cooperative 4 layers of a form 4 Cs of good form design
  • 17. Questions & Comments? formulate.com.au jessica@formulate.com.au @Formulate on Twitter