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Chris Feix, Partner
@chrisfeix
Make a Difference Tomorrow
Part 2: Form Design
Make a Difference Tomorrow
Part 2: Form Design
culturespirit.com
The “Funnel”
INCOME DUMMY
culturespirit.com
The “Funnel”
INCOME DUMMY
culturespirit.com
● Vision
(blindness, color blindness, low vision)
● Auditory
(various levels of deafness)
● Cognition
(ADD, ADHD, dyslexia, etc.)
● Translation
(language, illiteracy)
● Mobility
(dexterity, arthritis, paralysis, injury)
Accessibility.
culturespirit.com
Old UX Awesome Chart
Accessibility.
Circa 2004
culturespirit.com
New UX Awesome Chart
What good is a design…
if it’s not accessible?
Accessibility.
Circa 2015
culturespirit.com
“Think before you link.”
~ Neil Milliken @NeilMilliken
This is what your “click here” links look like to
a screen reader.
Accessibility.
culturespirit.com
Accessibility.Forms
Forms are the most overlooked,
under-scrutinized part of many
digital products.
Forms are CRITICAL for:
• Participation
• Retention
• Conversion
INCOME DUMMY
culturespirit.com
Accessibility.Forms
Inputs (text, select, dropdowns…)
Email Address
john.smith@emailaddress.com
Email Address
Email Address
EX: john.smith@emailaddress.com
BAD
BETTER
BEST
culturespirit.com
Tappable…
PADDING MARGIN
Tappable Area Bad Idea
Accessibility.Forms
culturespirit.com
Tappable…
chris.feix.71@gmail.com
Email Address
EX: john.smith@emailaddress.com
chris.feix.71@gmail.com
Email Address
EX: john.smith@emailaddress.com
Accessibility.Forms
culturespirit.com
Obfuscation
••••••••
Password
Must contain at least 8 characters comprised of letters,
numbers, and at least one symbol.
••••••••
Password
Must contain at least 8 characters comprised of letters,
numbers, and at least one symbol.
SHOW
Accessibility.Forms
culturespirit.com
Obfuscation
5oftT@c0!
Password
Must contain at least 8 characters comprised of letters,
numbers, and at least one symbol.
X HIDE PASSWORD
Accessibility.Forms
culturespirit.com
5
Password
HINT:
7 more characters
A number
A symbol
HIDE
5oftT@
Password
HINT:
2 more characters
A number
A symbol
HIDE
5oftT@c0
Password
HINT:
8 characters
A number
A symbol
HIDE
Expectation…
Accessibility.Forms
culturespirit.com
Input masks…
Accessibility.Forms
culturespirit.com
Conversion
If it can’t convert a user into a customer, what good is it?
culturespirit.com
Conversion.Forms
HTML Attributes
Standard Keyboard Numeric Keyboard Web Keyboard
culturespirit.com
HTML Attributes
.com .net .org .
Conversion.Forms
culturespirit.com
HTML Attributes
gmail.com
yahoo.com
hotmail.com
chris@
.com .net .org .
Conversion.Forms
culturespirit.com
Prefills and Typeahead
Conversion.Forms
culturespirit.com
Buttons…
CancelNext × Cancel Next ›
Conversion.Buttons
culturespirit.com
Buttons…
× Cancel Next › × Cancel Login
I forgot my password.?
Conversion.Buttons
culturespirit.com
My personal formula...
Conversion.Buttons
culturespirit.com
Placement
Conversion.Buttons
culturespirit.com
Rule 1: Use Action Verbs
Conversion.Buttons
culturespirit.com
“Don’t tell me what to
think, tell me HOW to
think.” ~AP Gov
Conversion.Buttons
culturespirit.com
Rule 2: Use Precise Diction
Conversion.Buttons
culturespirit.com
Rule 3: Use Task-Specific
Language
Conversion.Buttons
culturespirit.com
Rule 4: Use the Active
Imperative Form
Conversion.Buttons
culturespirit.com
Rule 4: Use the Active
Imperative Form
Conversion.Buttons
culturespirit.com
Rule 5: Use Sentence-
Style Capitalization
Conversion.Buttons
culturespirit.com
Rule 6: Order Buttons in
Scanning Order
Conversion.Buttons

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UX Playbook: Forms

Editor's Notes

  1. (Tell story of Stockholm “Funka Nu” Conference.)
  2. Now more than ever, as product designers, we need to be focused on accessibility. Late in 2014 I designed this UX chart I call “Is it awesome?”
  3. As you can see the foundation of “Is it awesome?” is accessibility.
  4. As you can see the foundation of “Is it awesome?” is accessibility.
  5. As the founding Designer for MonsterCommerce (now Network Solutions Commerce), I learned fast how important conversion was.
  6. Luke Wroblewski writes of a study that determined top-aligned labels result in the shortest completion times, due to the reduced amount of eye movement needed.  Placeholder text (a.k.a. hint text), on the other hand, is generally agreed to be the opposite of helpful. Including the label as placeholder causes it to disappear once the field gains focus, meaning the user can no longer view it. This causes strain on short-term memory and increases the chances of error.
  7. Actually, with any tappable area you design, (when able) use padding over margins.
  8. Make sure your forms are “tappable” even with fat fingers like mine. Also make sure your forms are Tab tested. Mean each field can be tabbed through.
  9. I have 300 accounts scattered all over the web. And they make it so you can’t remember them. Numbers, lowercase, uppercase, symbols… Now let’s make it even harder by hiding what I’m typing, right? Unless I’m at an ATM or checkout, or on a giant screen in a public place - show me what I’m struggling to type.
  10. Better yet, make the default as shown and give me the option to hide it.
  11. Even better still… SHOW ME HINTS ALONG THE WAY.
  12. A mask only appears once a user focuses on a field, preventing the scanning issue. Masks format the text automatically, while the field is being filled out, allowing users to focus on the required data and more easily notice errors.
  13. And let’s start with mobile keypad displays. If I’m being asked to fill out an email field, I don’t want to be shown the standard keyboard. But also, I feel like the Web keyboard is missing a few things...
  14. Some devices will give you a few URL suffixes and a dot. But some don’t.
  15. You can fix this for the user by adding an (at) sign trigger.
  16. I LOVE prefills and typeaheads. It saves my from typing everything, tabbing between address, address 2, city, state, zip.
  17. How many of you have clicked the wrong button? Everyone. It’s not your fault.
  18. Come up with a solid button standard and follow it throughout your product. I have my own formula that work well for me.
  19. First it’s colors. I use blue for “finalizing”. Like a submit button, or post, send, anything that is NOT going to show me another step, or a verification. I use green for those. Next, Verify, “On to Step 2”. Then use a muted color (light grey) for Cancel, Browse, Upload.
  20. Second I have placement rules I follow. Cancel to the left, next or submit to the right. If there is a submit AND next style button, I put the next-style button to the far right.
  21. 5 Rules for Choosing the Right Words on Button Labels by UX Movement
  22. 5 Rules for Choosing the Right Words on Button Labels by UX Movement
  23. “Delete” implies that the button will erase the item from the system. “Remove” implies that the button will separate the item from a group.
  24. Users need to know the end result of their actions and only task-specific language can do this.
  25. Too many words on a button label makes users read more. When you use the imperative form in an active voice, you minimize the number of words and make the button label easier to scan.
  26. Users trust commands on button labels more. It gives them certainty that the button will perform the intended action, which helps their decision-making.
  27. Users are most familiar with sentence case because they’re used to reading sentences. When they read it on your buttons, it feels like someone is speaking to them in a natural voice.
  28. Users are most familiar with sentence case because they’re used to reading sentences. When they read it on your buttons, it feels like someone is speaking to them in a natural voice.