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Design better
forms
Sjors Timmer
@sjors
About me
• Freelance interaction designer
• Currently working at Farfetch
• Worked at Zopa
• Worked at MoJ Digital Services
1. Create structure
Think of a form as a
conversation
1.1 Start with trust
Provide context
• Where am I?
• What am I asked to do?
facebook.com
A familiar place
• Does the form follow good design
practices?
• Does the form match the rest of the site?
facebook.com
Is it easy to contact the organisation?
zopa.com/loans
Contact details
1.2 Structure the conversation
Start End
Preparing the user
• Reasons that would disqualify
someone
• Documents or numbers they need
• Only state how long it will take if it
goes against expectations
• Bullet points are great
gov.uk/carers-allowance/how-to-claim
Headings
• Guide users through the text
• Break the form at appropriate
points
1.3 Questions and Answers
From memory answers
• Short simple labels
• No need to tell people upfront
• No need for help text, but you
might want to tell why you need
an answer
facebook.com
From memory answers
• Short simple labels
• No need to tell people upfront
• No need for help text, but you
might want to tell why you need
an answer
facebook.com
Look up answers
• Mention it in the preparation
section
• Simple and short label
• Information on where you can
find the answer
gov.uk/carers-allowance/
Think and write answers
• Where most thinking needs to happen
• In the form of a question or a section
• Talk to the people who will be using
these answers
• Add help or even a writing guide
employmenttribunals.service.gov.uk/apply
Appropriate questions
• Appropriateness depends on context
• Get it wrong and people provide you with
made-up data
When to use help text
• Explain what you will do with the
answer
• Where to find the answer
• Provide context for open answers
• Test when to use help text
Mark optional fields
1. Remove as many optional questions as
possible
2. Label optional fields left with “(optional)”
3. Remove required *
Ironically, more people answered the optional
questions when they were asked after they
registered!



– Luke Wroblewski
The redesign of the eBay signup form
1.4 Progress indicators
Progress indicators
Problem
• Progress indicators are hard to fit on
small screens
Solution
• Use numbered steps
• Explain the process upfront
Register to vote
We removed the progress bar as an experiment.
We measured the difference in our completion
rates. We found that without a progress bar,
completion rates stayed exactly the same
Ben Holiday
https://designnotes.blog.gov.uk/2014/07/07/do-less-problems-as-
shared-spaces/
https://designnotes.blog.gov.uk/2015/07/03/one-thing-per-page/
Register to vote
One thing per page
• Low-confidence users find it easier
to use
• Works well on mobile devices
• Works better for handling errors,
branches, loops and saving progress
One thing per page
• Consider building your form in
sections
• Approach it like an app
• Login
• Forward and back
• Save progress
• Overview before submitting
Complex progress
Turbotax
Success page
• Thank them
• State their actions
• State reference number
• Tell them what will happen next
• Tell them how they can reach you
• And make sure it prints well
Thank you for your order!
You successfully ordered 1 copy of Design
better forms
Your order number is #12345
You should receive a confirmation email
within 5 minutes
Your order should arrive between 25 and 27
September
For any questions, contact us on 020123123
or a@b.com
Print this page
Recap
• Build trust
• Prepare the users
• Headings
• Questions and answers
• Simple progress indicators
• Success page
2. Design the form
Don’t design the form
• Use Facebook connect, Twitter connect, Paypal, etc.
A modular approach
• The basics
• Label placement
• Readable text
• The elements
• Fields, radio-buttons, dropdown
• Popular questions
• Name
• Email
• Passwords
The basics
Label placement
Top labels are the most flexible
• Keeps the text visible whilst typing
• Can easily deal with translations
• Can easily support a lot of help text
• Allows the user to change the text size
without breaking the layout
The cardinal principle of industrial design:
content always appears on top.


– Josh Clark
Designing for touch
Help text
• Place help text under the label
• Show/hide, help text for minority
user group
employmenttribunals.service.gov.uk/apply
Help text
• Place help text under the label
• Show/hide, help text for minority
user group
employmenttribunals.service.gov.uk/apply
Extended help
• Additional context for question
• Detailed guidelines for answers
employmenttribunals.service.gov.uk/apply
Error text
• See it as additional clarification
• Place error message on the top
• Link to sections
• If the user can do multiple things wrong, think
about creating multiple error messages for each
field
• Shorter pages allow people to deal with errors
faster
• Don’t rely on colour alone:
• http://colororacle.org/ for colour blind people
Error text
• See it as additional clarification
• Place error message on the top
• Link to sections
• If the user can do multiple things wrong, think
about creating multiple error messages for each
field
• Shorter pages allow people to deal with errors
faster
• Don’t rely on colour alone:
• http://colororacle.org/ for colour blind people
Readable text
Good combination of
• Font size
• Background colour/font colour
• Font weight
• White space
Typeface
http://thomasbyttebier.be/blog/the-best-ui-typeface-goes-unnoticed
Helvetica: Illiterate 1iiLl 38rnm
Fira: Illiterate 1iiLl 38rnm
Roboto: Illiterate 1iiLl 38rnm
Colorsafe.co
1. Set the brightness of your mobile device to its
lowest setting
2. Open up your website on the device and begin
browsing around
http://a11yproject.com/
Simple contrast test
Keyboard access
• Don’t break tab index
• Helps users with motor/vision
challenges
• Helps power users to tab through
• Highlight focused element
2.2 Form elements
Use 44 pixels on the web
Josh Clark
Designing for Touch
Form fields
• Big enough to touch
• Field size gives a clue to the
answer expected
HTML 5 type
email, number, tel, url
<label for=“phone”>
Phone number</label>
<input type="tel" name="phone"/>
Radio button/check box
Use the label tag
<input id=“nationality-irish“ type="checkbox"
name=“is-irish” />
<label for=“nationality-irish”>Irish</label>
Drop down (aka select)
Find on Youtube:

Alice Bartlett: Burn your select tags
Problems users have with them
• Unable to close the select
• Typing into the select 
• Confusing focused items with selected
items
• Touch screen: trying to pinch zoom select
options
Master
Possible solutions
Radio buttons
• Show top choices
• Hide the rest under show more
Possible solutions
Radio buttons
• Show top choices
• Hide the rest under show more
Possible solutions
• Use autocomplete search
• Only works when the user is looking for
something they know
baymard.com/labs/country-selector
Possible solutions
• Use autocomplete search
• Only works when the user is looking for
something they know
baymard.com/labs/country-selector
Possible solutions
• Use autocomplete search
• Only works when the user is looking for
something they know
baymard.com/labs/country-selector
Submit buttons
• Align left in line with the fields
• Full width on mobile
• Describe the action
• Don’t display any cancel
button
Netflix
2.3 Popular combinations
Title
• Remove title question
• If not possible, allow for ‘other’
• So Her Majesty doesn’t feel left out
Carer’s allowance
Name
Leave it up to the user to tell you how
they would like to be addressed
Email
• Autocomplete email address
• Filter for spelling errors in popular
provider’s domains
• Confirm email address on screen
• And/or there are services like
neverbounce.com that actively
validate email addresses
Acorns
Email
• Autocomplete email address
• Filter for spelling errors in popular
provider’s domains
• Confirm email address on screen
• And/or there are services like
neverbounce.com that actively
validate email addresses
Email
• Autocomplete email address
• Filter for spelling errors in popular
provider’s domains
• Confirm email address on screen
• And/or there are services like
neverbounce.com that actively
validate email addresses
Kickstarter
Email
• Autocomplete email address
• Filter for spelling errors in popular
provider’s domains
• Confirm email address on screen
• And/or there are services like
neverbounce.com that actively
validate email addresses
petitions.parliament.uk
Email
• Autocomplete email address
• Filter for spelling errors in popular
provider’s domains
• Confirm email address on screen
• And/or there are services like
neverbounce.com that actively
validate email addresses
petitions.parliament.uk
Address
Postcode look up
pcapredict.com
Address
Postcode look up
Address
Postcode look up
Date of birth
• Default HTML5 date element
doesn’t test well
• 3 fields, looks boring, but tests well
(for memorable dates)
https://twitter.com/QuiltingMuriel/status/640378046462099456
Passwords
We have successfully trained everyone to use
passwords that are hard to remember, but easy
for computers to guess.
XKCD
https://xkcd.com/936/
Passwords
• Allow users to see their password
• But don’t do it by default
• Encourage length by showing a
strength indicator
Google account
Passwords
• Allow users to see their password
• But don’t do it by default
• Encourage length by showing a
strength indicator
Google account
Recap
• Place the labels on top
• Choose a good combination of colour and size of
fonts
• Avoid dropdowns
• Keep your elements simple
• Automate and validate wherever you can
Start End
Help
Validation
A conversation
Reading/watching tips
Designing for Touch
– Josh Clark
Forms that work
– Caroline Jarrett and Gerry Gaffney
Mobile Design Essentials Part 1 & 2
– Luke Wroblewski
Gov.uk Design patterns
designpatterns.hackpad.com
Thank you!
Sjors Timmer
@sjors

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Design better forms – Mobile UX London

  • 2. About me • Freelance interaction designer • Currently working at Farfetch • Worked at Zopa • Worked at MoJ Digital Services
  • 4. Think of a form as a conversation
  • 6. Provide context • Where am I? • What am I asked to do? facebook.com
  • 7. A familiar place • Does the form follow good design practices? • Does the form match the rest of the site? facebook.com
  • 8. Is it easy to contact the organisation? zopa.com/loans Contact details
  • 9. 1.2 Structure the conversation
  • 11. Preparing the user • Reasons that would disqualify someone • Documents or numbers they need • Only state how long it will take if it goes against expectations • Bullet points are great gov.uk/carers-allowance/how-to-claim
  • 12. Headings • Guide users through the text • Break the form at appropriate points
  • 13. 1.3 Questions and Answers
  • 14. From memory answers • Short simple labels • No need to tell people upfront • No need for help text, but you might want to tell why you need an answer facebook.com
  • 15. From memory answers • Short simple labels • No need to tell people upfront • No need for help text, but you might want to tell why you need an answer facebook.com
  • 16. Look up answers • Mention it in the preparation section • Simple and short label • Information on where you can find the answer gov.uk/carers-allowance/
  • 17. Think and write answers • Where most thinking needs to happen • In the form of a question or a section • Talk to the people who will be using these answers • Add help or even a writing guide employmenttribunals.service.gov.uk/apply
  • 18. Appropriate questions • Appropriateness depends on context • Get it wrong and people provide you with made-up data
  • 19. When to use help text • Explain what you will do with the answer • Where to find the answer • Provide context for open answers • Test when to use help text
  • 20. Mark optional fields 1. Remove as many optional questions as possible 2. Label optional fields left with “(optional)” 3. Remove required *
  • 21. Ironically, more people answered the optional questions when they were asked after they registered!
 
 – Luke Wroblewski The redesign of the eBay signup form
  • 23. Progress indicators Problem • Progress indicators are hard to fit on small screens Solution • Use numbered steps • Explain the process upfront Register to vote
  • 24. We removed the progress bar as an experiment. We measured the difference in our completion rates. We found that without a progress bar, completion rates stayed exactly the same Ben Holiday https://designnotes.blog.gov.uk/2014/07/07/do-less-problems-as- shared-spaces/
  • 25. https://designnotes.blog.gov.uk/2015/07/03/one-thing-per-page/ Register to vote One thing per page • Low-confidence users find it easier to use • Works well on mobile devices • Works better for handling errors, branches, loops and saving progress
  • 27. • Consider building your form in sections • Approach it like an app • Login • Forward and back • Save progress • Overview before submitting Complex progress Turbotax
  • 28. Success page • Thank them • State their actions • State reference number • Tell them what will happen next • Tell them how they can reach you • And make sure it prints well Thank you for your order! You successfully ordered 1 copy of Design better forms Your order number is #12345 You should receive a confirmation email within 5 minutes Your order should arrive between 25 and 27 September For any questions, contact us on 020123123 or a@b.com Print this page
  • 29. Recap • Build trust • Prepare the users • Headings • Questions and answers • Simple progress indicators • Success page
  • 31. Don’t design the form • Use Facebook connect, Twitter connect, Paypal, etc.
  • 32. A modular approach • The basics • Label placement • Readable text • The elements • Fields, radio-buttons, dropdown • Popular questions • Name • Email • Passwords
  • 34. Label placement Top labels are the most flexible • Keeps the text visible whilst typing • Can easily deal with translations • Can easily support a lot of help text • Allows the user to change the text size without breaking the layout
  • 35. The cardinal principle of industrial design: content always appears on top. 
 – Josh Clark Designing for touch
  • 36. Help text • Place help text under the label • Show/hide, help text for minority user group employmenttribunals.service.gov.uk/apply
  • 37. Help text • Place help text under the label • Show/hide, help text for minority user group employmenttribunals.service.gov.uk/apply
  • 38. Extended help • Additional context for question • Detailed guidelines for answers employmenttribunals.service.gov.uk/apply
  • 39. Error text • See it as additional clarification • Place error message on the top • Link to sections • If the user can do multiple things wrong, think about creating multiple error messages for each field • Shorter pages allow people to deal with errors faster • Don’t rely on colour alone: • http://colororacle.org/ for colour blind people
  • 40. Error text • See it as additional clarification • Place error message on the top • Link to sections • If the user can do multiple things wrong, think about creating multiple error messages for each field • Shorter pages allow people to deal with errors faster • Don’t rely on colour alone: • http://colororacle.org/ for colour blind people
  • 41. Readable text Good combination of • Font size • Background colour/font colour • Font weight • White space
  • 42. Typeface http://thomasbyttebier.be/blog/the-best-ui-typeface-goes-unnoticed Helvetica: Illiterate 1iiLl 38rnm Fira: Illiterate 1iiLl 38rnm Roboto: Illiterate 1iiLl 38rnm
  • 44. 1. Set the brightness of your mobile device to its lowest setting 2. Open up your website on the device and begin browsing around http://a11yproject.com/ Simple contrast test
  • 45. Keyboard access • Don’t break tab index • Helps users with motor/vision challenges • Helps power users to tab through • Highlight focused element
  • 47. Use 44 pixels on the web Josh Clark Designing for Touch
  • 48. Form fields • Big enough to touch • Field size gives a clue to the answer expected
  • 49. HTML 5 type email, number, tel, url <label for=“phone”> Phone number</label> <input type="tel" name="phone"/>
  • 50. Radio button/check box Use the label tag <input id=“nationality-irish“ type="checkbox" name=“is-irish” /> <label for=“nationality-irish”>Irish</label>
  • 51. Drop down (aka select) Find on Youtube:
 Alice Bartlett: Burn your select tags Problems users have with them • Unable to close the select • Typing into the select  • Confusing focused items with selected items • Touch screen: trying to pinch zoom select options Master
  • 52. Possible solutions Radio buttons • Show top choices • Hide the rest under show more
  • 53. Possible solutions Radio buttons • Show top choices • Hide the rest under show more
  • 54. Possible solutions • Use autocomplete search • Only works when the user is looking for something they know baymard.com/labs/country-selector
  • 55. Possible solutions • Use autocomplete search • Only works when the user is looking for something they know baymard.com/labs/country-selector
  • 56. Possible solutions • Use autocomplete search • Only works when the user is looking for something they know baymard.com/labs/country-selector
  • 57. Submit buttons • Align left in line with the fields • Full width on mobile • Describe the action • Don’t display any cancel button Netflix
  • 59. Title • Remove title question • If not possible, allow for ‘other’ • So Her Majesty doesn’t feel left out Carer’s allowance
  • 60. Name Leave it up to the user to tell you how they would like to be addressed
  • 61. Email • Autocomplete email address • Filter for spelling errors in popular provider’s domains • Confirm email address on screen • And/or there are services like neverbounce.com that actively validate email addresses Acorns
  • 62. Email • Autocomplete email address • Filter for spelling errors in popular provider’s domains • Confirm email address on screen • And/or there are services like neverbounce.com that actively validate email addresses
  • 63. Email • Autocomplete email address • Filter for spelling errors in popular provider’s domains • Confirm email address on screen • And/or there are services like neverbounce.com that actively validate email addresses Kickstarter
  • 64. Email • Autocomplete email address • Filter for spelling errors in popular provider’s domains • Confirm email address on screen • And/or there are services like neverbounce.com that actively validate email addresses petitions.parliament.uk
  • 65. Email • Autocomplete email address • Filter for spelling errors in popular provider’s domains • Confirm email address on screen • And/or there are services like neverbounce.com that actively validate email addresses petitions.parliament.uk
  • 69. Date of birth • Default HTML5 date element doesn’t test well • 3 fields, looks boring, but tests well (for memorable dates)
  • 71. Passwords We have successfully trained everyone to use passwords that are hard to remember, but easy for computers to guess. XKCD https://xkcd.com/936/
  • 72. Passwords • Allow users to see their password • But don’t do it by default • Encourage length by showing a strength indicator Google account
  • 73. Passwords • Allow users to see their password • But don’t do it by default • Encourage length by showing a strength indicator Google account
  • 74. Recap • Place the labels on top • Choose a good combination of colour and size of fonts • Avoid dropdowns • Keep your elements simple • Automate and validate wherever you can
  • 76. Reading/watching tips Designing for Touch – Josh Clark Forms that work – Caroline Jarrett and Gerry Gaffney Mobile Design Essentials Part 1 & 2 – Luke Wroblewski Gov.uk Design patterns designpatterns.hackpad.com