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Labels and buttons on forms
and other time-consuming forms controversies
Caroline Jarrett
FORMS
CONTENT
Copyright is held by the author/owner(s).
CHI 2011, May 7–12, 2011, Vancouver, BC, Canada.
ACM 11/05.
Caroline Jarrett
twitter @cjforms
caroline.jarrett@effortmark.co.uk
2
Agenda Where people look on forms
What that implies for
- placing labels
- placing buttons
Let’s stress about unimportant details
Two other details that affect users
Final reminder: it’s what you ask and
why that really matters
3
Reading forms is different from using them
4
Are my observations confirmed
by eye-tracking? A look at some heat maps
5
Ordering
a prospectus
• User has
chosen a
prospectus
• Postcode
lookup for
the address
6
Now try it for yourself
• Look at this printout of a forms page
• Circle the places where you think that users looked
• Put a cross on the places where users clicked
7
8
One person’s
heat map
• Small green
dots show
narrow focus
on labels and
left end of fields
• Red crosses
show clicks
9
An aggregate
• Users focus on
the left-hand
edge of the
fields
• Users read
the labels
10
The ‘narrow focus’ means big jumps for the users’ eyes.
11
Agenda Where people look on forms
What that implies for
- placing labels
- placing buttons
Let’s stress about unimportant details
Two other details that affect users
Final reminder: it’s what you ask and
why that really matters
12
Matteo Penzo’s recommendation:
“Place labels above or right-align them”
Penzo, M (2006) Label Placement in Forms
http://www.uxmatters.com/MT/archives/000107.php 13
Are all these questions equivalent?
Where do the answers come from?
• Your address
• Your city
• Company you work for
• Number of colleagues
• Your address
• Your city
• Company you work for
• no
of colleagues
• Name
• Surname
• Age
• City
1414
Easy questions and hard
questions prompt different
patterns of reading
• Users glance at populated
answers
• Users look mostly at
the left end of the answer
space for
easy questions
• Users read complex
instructions quite carefully...
• ... provided they are on the
way to their goal
15
Update:
Labels above the fields may be no faster
than right aligned labels
• Das, McEwan and Douglas investigated label placement
• Chose a simple form with simple questions
• Found no difference between labels above the fields and
right-aligned labels
Das, McEwan and Douglas (2008)
Using eye-tracking to evaluate label alignment in online forms,
NordiCHI '08: Proceedings of the 5th Nordic conference on Human-
computer interaction: building bridges 16
A section of a form where I think left-aligned
labels really are necessary
17
Method 1 (more effort, and may not work):
Decide where to put your labels according to your
users, their goals, and the questions
Your users and
their goals ....
Your questions ... Put the labels ...
Willing to reveal the answers;
filling in
the form helps them
to achieve a goal
Simple, only a few of
them
Above
Simple but lots of them Right-justified
Complex Left-justified
Unwilling to reveal answers or
reluctant
to fill in the form
Simple or complex Left-justified
(you’ll need more
explanation)
18
Users can
survive a lot
19
Update: Roland Feichtinger looked at labels
under the boxes
http://uxmatters.com/mt/archives/2010/10/label-placement-in-austrian-
forms-with-some-lessons-for-english-forms.php
20
Roland found the crucial point:
labels need to be closely associated with fields
21
Labels too far from the fields
22
23
Method 2 (easier, and guaranteed success):
Choose anything harmonious then test and test
• Choose an arrangement that looks harmonious to you
• Make sure each label is closely associated with its field
• The only guaranteed way of achieving a good form is:
– Test YOUR form with YOUR users
– Make changes based on what you find
– Test again with (different) users
– Make more changes
– Repeat until the form works
24
Screenshot
best available
25
26
Agenda Where people look on forms
What that implies for
- placing labels
- placing buttons
Let’s stress about unimportant details
Two other details that affect users
Final reminder: it’s what you ask and
why that really matters
27
Buttons matter to users.
28
1. Label the button with what it does.
2. If the user doesn't want to do it,
don't have a button for it.
• “OK” works – if it makes sense to say “OK” at that point
• “Reset” probably doesn’t work
• Reset Button: INPUT TYPE=RESET
An INPUT element with `TYPE=RESET' represents an input option, typically a button,
that instructs the user agent to reset the form's fields to their initial states. The VALUE
attribute, if present, indicates a label for the input (button).
When you are finished, you may submit this request: <input type=submit><br>
You may clear the form and start over at any time: <input type=reset>
http://www.w3.org/MarkUp/html-spec/html-spec_8.html#SEC8.1.2.8
29http://www.usabilitynews.com/news/article1944.asp
LukeW writes about buttons
http://www.lukew.com/resources/articles/PSactions.asp
30
Which one do you prefer? Why?
Is there a better option?
31
Which one do you prefer? Why?
Is there a better option?
“Only Option E performed
poorly during our testing” 32
A new selection of options: get rid of E,
add another one?
33
Remember the basic eye movement:
look for a box, turn left to read the label
Where to put the button?
34
Best place for a button:
aligned with left-hand end of text boxes
Looks here
first for button
Then looks here second
Looks
here last
35
Current: users had no problems
36
Better: away from fields
37
Best: in line with left edge of fields
38
Complication:
a complex form needs a ‘back’ button
Wrong.
Users will click
‘back’ in error
39
Slightly better, but still a high risk that
users will click the wrong button
40
Correct.
‘Back’ is secondary action and out of sight
41
Method 2 (easier, and guaranteed success):
Choose anything sensible then test and test
• Any arrangement of buttons that puts the SUBMIT
(primary action) button where users expect to find it
will probably be OK
• Make sure that the SUBMIT button cannot be confused
with destructive buttons
• The only guaranteed way of achieving a good form is:
– Test YOUR form with YOUR users
– Make changes based on what you find
– Test again with (different) users
– Make more changes
– Repeat until the form works
42
Agenda Where people look on forms
What that implies for
- placing labels
- placing buttons
Let’s stress about unimportant details
Two other details that affect users
Final reminder: it’s what you ask and
why that really matters
43
Colons at the ends of labels are
a matter of considerable debate
Pick one style. Stick with it. It’s not worth arguing about.
http://www.usabilitynews.com/news/article3200.asp and
http://www.usabilitynews.com/news/article3112.asp 44
Sentence or title case?
Sentence case wins. (But only just).
• This is sentence case
• This is Title Case
• This Is Capitalisation Of Each Initial Letter
• ISO-9241 part 17 says
• "Initial upper-case (capital) letter for field labels: To facilitate readability, the text field
labels begin with an upper-case letter. The rest of the label should contain lower case
(small) letters except for cases where the label is a logo, an acronym or language
convention that requires each word in the label to begin with a capital letter.“
• Sentence case is slightly more legible due to familiarity
• It’s not worth changing a big suite of forms to fix this
http://www.usabilitynews.com/news/article2594.asp 45
Required field indicator?
• Miriam Frost Jungwirth:
• “I was once charged with testing that.
Seriously. $10,000 of manhours testing asterisk placement.
There was no difference in user performance. At all.“
• I’m a little more interested in this discussion:
– Indicators placed to the right of the field are likely to be invisible
– Put the text describing the indicator at the top of the fields
(that is, not at the end of the form and not in the instructions)
– Use the same indicator in both places (text and next to required field)
– Use the alt-text ‘required’ (not ‘asterisk’)
– Always indicate required; don’t switch to indicating optional
– If you feel the urge to indicate optional, use the full word ‘optional’
– Do not use colour on its own as an indicator
Miriam Frost Jungwirth, posting on CHI-WEB, 19 April 2007
There’s a theme developing here ....
46
An example of required field indicators at the
wrong end of the field
47
Which is the most important problem
• Examine the Michigan Department of Transport form
• Find as many usability problems as you can
• Decide which ONE problem is the most important
48
Agenda Where people look on forms
What that implies for
- placing labels
- placing buttons
Let’s stress about unimportant details
Two other details that affect users
Final reminder: it’s what you ask and
why that really matters
49
Two other
details that
affect users
1. Shorter preambles
2. ‘False ends’
50
A/B
testing
Varied:
• photo
• background
• colours
• shading
• buttons
• preamble
51
In our 2004 study, we found that only
a better preamble made any real difference
• We tested a wide selection of visual variants of a form
• Variants improved conversion rates
• The only variation that achieved statistical significance
was the improved preamble:
– Shorter
– Clearer
– Better layout
Jarrett, C. and Minott, C. (2004) Making a better web form Proceedings of the
Usability Professionals' Association Conference, Minneapolis, Minnesota, USA.
http://www.formsthatwork.com/files/Articles/BetterForm.pdf 52
66 words
53
28 words
54
Two other
details that
affect users
1. Shorter preambles
2. ‘False ends’
55
‘False ends’: if it feels like the end of
the conversation, users will stop
56
‘False ends’: if it feels like the end of
the conversation, users will stop
57
Avoid screens in the middle of forms that
have no fields for user entries
• Option 1: save a ‘false end’ screen for the true end of
the conversation
• Option 2: include a question that guides users around
the ‘false end’ screen
58
Agenda Where people look on forms
What that implies for
- placing labels
- placing buttons
Let’s stress about unimportant details
Two other details that affect users
Final reminder: it’s what you ask and
why that really matters
59
It’s what you ask and why that really matters
• Users rarely abandon forms because of:
– Label placement
– Use of colons
– Required field indicators
– Sentence or title case
• Users often abandon forms or lie on them because of:
– Questions that they don’t understand
– Questions that they have no answer for
– Intrusive questions that are inappropriate to the task
– Validations that refuse their preferred or correct answer
60
Thanks
and
please
contact me
Caroline Jarrett
carolinej@effortmark.co.uk
+44 1525 370379
I’m a consultant, hire me:
Consultancy: www.effortmark.co.uk
Training: www.usabilitythatworks.com
Free stuff:
Forms advice: www.formsthatwork.com
Editing: www.editingthatworks.com
Columns: www.usabilitynews.com
“Caroline’s Corner”
www.uxmatters.com
“Good Questions”
61

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Labels and buttons on forms

  • 1. Labels and buttons on forms and other time-consuming forms controversies Caroline Jarrett FORMS CONTENT Copyright is held by the author/owner(s). CHI 2011, May 7–12, 2011, Vancouver, BC, Canada. ACM 11/05.
  • 3. Agenda Where people look on forms What that implies for - placing labels - placing buttons Let’s stress about unimportant details Two other details that affect users Final reminder: it’s what you ask and why that really matters 3
  • 4. Reading forms is different from using them 4
  • 5. Are my observations confirmed by eye-tracking? A look at some heat maps 5
  • 6. Ordering a prospectus • User has chosen a prospectus • Postcode lookup for the address 6
  • 7. Now try it for yourself • Look at this printout of a forms page • Circle the places where you think that users looked • Put a cross on the places where users clicked 7
  • 8. 8
  • 9. One person’s heat map • Small green dots show narrow focus on labels and left end of fields • Red crosses show clicks 9
  • 10. An aggregate • Users focus on the left-hand edge of the fields • Users read the labels 10
  • 11. The ‘narrow focus’ means big jumps for the users’ eyes. 11
  • 12. Agenda Where people look on forms What that implies for - placing labels - placing buttons Let’s stress about unimportant details Two other details that affect users Final reminder: it’s what you ask and why that really matters 12
  • 13. Matteo Penzo’s recommendation: “Place labels above or right-align them” Penzo, M (2006) Label Placement in Forms http://www.uxmatters.com/MT/archives/000107.php 13
  • 14. Are all these questions equivalent? Where do the answers come from? • Your address • Your city • Company you work for • Number of colleagues • Your address • Your city • Company you work for • no of colleagues • Name • Surname • Age • City 1414
  • 15. Easy questions and hard questions prompt different patterns of reading • Users glance at populated answers • Users look mostly at the left end of the answer space for easy questions • Users read complex instructions quite carefully... • ... provided they are on the way to their goal 15
  • 16. Update: Labels above the fields may be no faster than right aligned labels • Das, McEwan and Douglas investigated label placement • Chose a simple form with simple questions • Found no difference between labels above the fields and right-aligned labels Das, McEwan and Douglas (2008) Using eye-tracking to evaluate label alignment in online forms, NordiCHI '08: Proceedings of the 5th Nordic conference on Human- computer interaction: building bridges 16
  • 17. A section of a form where I think left-aligned labels really are necessary 17
  • 18. Method 1 (more effort, and may not work): Decide where to put your labels according to your users, their goals, and the questions Your users and their goals .... Your questions ... Put the labels ... Willing to reveal the answers; filling in the form helps them to achieve a goal Simple, only a few of them Above Simple but lots of them Right-justified Complex Left-justified Unwilling to reveal answers or reluctant to fill in the form Simple or complex Left-justified (you’ll need more explanation) 18
  • 20. Update: Roland Feichtinger looked at labels under the boxes http://uxmatters.com/mt/archives/2010/10/label-placement-in-austrian- forms-with-some-lessons-for-english-forms.php 20
  • 21. Roland found the crucial point: labels need to be closely associated with fields 21
  • 22. Labels too far from the fields 22
  • 23. 23
  • 24. Method 2 (easier, and guaranteed success): Choose anything harmonious then test and test • Choose an arrangement that looks harmonious to you • Make sure each label is closely associated with its field • The only guaranteed way of achieving a good form is: – Test YOUR form with YOUR users – Make changes based on what you find – Test again with (different) users – Make more changes – Repeat until the form works 24
  • 26. 26
  • 27. Agenda Where people look on forms What that implies for - placing labels - placing buttons Let’s stress about unimportant details Two other details that affect users Final reminder: it’s what you ask and why that really matters 27
  • 28. Buttons matter to users. 28
  • 29. 1. Label the button with what it does. 2. If the user doesn't want to do it, don't have a button for it. • “OK” works – if it makes sense to say “OK” at that point • “Reset” probably doesn’t work • Reset Button: INPUT TYPE=RESET An INPUT element with `TYPE=RESET' represents an input option, typically a button, that instructs the user agent to reset the form's fields to their initial states. The VALUE attribute, if present, indicates a label for the input (button). When you are finished, you may submit this request: <input type=submit><br> You may clear the form and start over at any time: <input type=reset> http://www.w3.org/MarkUp/html-spec/html-spec_8.html#SEC8.1.2.8 29http://www.usabilitynews.com/news/article1944.asp
  • 30. LukeW writes about buttons http://www.lukew.com/resources/articles/PSactions.asp 30
  • 31. Which one do you prefer? Why? Is there a better option? 31
  • 32. Which one do you prefer? Why? Is there a better option? “Only Option E performed poorly during our testing” 32
  • 33. A new selection of options: get rid of E, add another one? 33
  • 34. Remember the basic eye movement: look for a box, turn left to read the label Where to put the button? 34
  • 35. Best place for a button: aligned with left-hand end of text boxes Looks here first for button Then looks here second Looks here last 35
  • 36. Current: users had no problems 36
  • 37. Better: away from fields 37
  • 38. Best: in line with left edge of fields 38
  • 39. Complication: a complex form needs a ‘back’ button Wrong. Users will click ‘back’ in error 39
  • 40. Slightly better, but still a high risk that users will click the wrong button 40
  • 41. Correct. ‘Back’ is secondary action and out of sight 41
  • 42. Method 2 (easier, and guaranteed success): Choose anything sensible then test and test • Any arrangement of buttons that puts the SUBMIT (primary action) button where users expect to find it will probably be OK • Make sure that the SUBMIT button cannot be confused with destructive buttons • The only guaranteed way of achieving a good form is: – Test YOUR form with YOUR users – Make changes based on what you find – Test again with (different) users – Make more changes – Repeat until the form works 42
  • 43. Agenda Where people look on forms What that implies for - placing labels - placing buttons Let’s stress about unimportant details Two other details that affect users Final reminder: it’s what you ask and why that really matters 43
  • 44. Colons at the ends of labels are a matter of considerable debate Pick one style. Stick with it. It’s not worth arguing about. http://www.usabilitynews.com/news/article3200.asp and http://www.usabilitynews.com/news/article3112.asp 44
  • 45. Sentence or title case? Sentence case wins. (But only just). • This is sentence case • This is Title Case • This Is Capitalisation Of Each Initial Letter • ISO-9241 part 17 says • "Initial upper-case (capital) letter for field labels: To facilitate readability, the text field labels begin with an upper-case letter. The rest of the label should contain lower case (small) letters except for cases where the label is a logo, an acronym or language convention that requires each word in the label to begin with a capital letter.“ • Sentence case is slightly more legible due to familiarity • It’s not worth changing a big suite of forms to fix this http://www.usabilitynews.com/news/article2594.asp 45
  • 46. Required field indicator? • Miriam Frost Jungwirth: • “I was once charged with testing that. Seriously. $10,000 of manhours testing asterisk placement. There was no difference in user performance. At all.“ • I’m a little more interested in this discussion: – Indicators placed to the right of the field are likely to be invisible – Put the text describing the indicator at the top of the fields (that is, not at the end of the form and not in the instructions) – Use the same indicator in both places (text and next to required field) – Use the alt-text ‘required’ (not ‘asterisk’) – Always indicate required; don’t switch to indicating optional – If you feel the urge to indicate optional, use the full word ‘optional’ – Do not use colour on its own as an indicator Miriam Frost Jungwirth, posting on CHI-WEB, 19 April 2007 There’s a theme developing here .... 46
  • 47. An example of required field indicators at the wrong end of the field 47
  • 48. Which is the most important problem • Examine the Michigan Department of Transport form • Find as many usability problems as you can • Decide which ONE problem is the most important 48
  • 49. Agenda Where people look on forms What that implies for - placing labels - placing buttons Let’s stress about unimportant details Two other details that affect users Final reminder: it’s what you ask and why that really matters 49
  • 50. Two other details that affect users 1. Shorter preambles 2. ‘False ends’ 50
  • 51. A/B testing Varied: • photo • background • colours • shading • buttons • preamble 51
  • 52. In our 2004 study, we found that only a better preamble made any real difference • We tested a wide selection of visual variants of a form • Variants improved conversion rates • The only variation that achieved statistical significance was the improved preamble: – Shorter – Clearer – Better layout Jarrett, C. and Minott, C. (2004) Making a better web form Proceedings of the Usability Professionals' Association Conference, Minneapolis, Minnesota, USA. http://www.formsthatwork.com/files/Articles/BetterForm.pdf 52
  • 55. Two other details that affect users 1. Shorter preambles 2. ‘False ends’ 55
  • 56. ‘False ends’: if it feels like the end of the conversation, users will stop 56
  • 57. ‘False ends’: if it feels like the end of the conversation, users will stop 57
  • 58. Avoid screens in the middle of forms that have no fields for user entries • Option 1: save a ‘false end’ screen for the true end of the conversation • Option 2: include a question that guides users around the ‘false end’ screen 58
  • 59. Agenda Where people look on forms What that implies for - placing labels - placing buttons Let’s stress about unimportant details Two other details that affect users Final reminder: it’s what you ask and why that really matters 59
  • 60. It’s what you ask and why that really matters • Users rarely abandon forms because of: – Label placement – Use of colons – Required field indicators – Sentence or title case • Users often abandon forms or lie on them because of: – Questions that they don’t understand – Questions that they have no answer for – Intrusive questions that are inappropriate to the task – Validations that refuse their preferred or correct answer 60
  • 61. Thanks and please contact me Caroline Jarrett carolinej@effortmark.co.uk +44 1525 370379 I’m a consultant, hire me: Consultancy: www.effortmark.co.uk Training: www.usabilitythatworks.com Free stuff: Forms advice: www.formsthatwork.com Editing: www.editingthatworks.com Columns: www.usabilitynews.com “Caroline’s Corner” www.uxmatters.com “Good Questions” 61