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Web Form Design

Filling in the Blanks

Web Forms

By Luke Wroblewski. Rosenfeld Media, May 2008.
Available in paperback and digital package (1-933820-24-1), digital (PDF) edition (ISBN 1-933820-25-X)

Web Form Design

Forms make or break the most crucial online interactions: checkout (commerce), registration (community), data input (participation and sharing), and any task requiring information entry. In Web Form Design, Luke Wroblewski draws on original research, his considerable experience at Yahoo! and eBay, and the perspectives of many of the field's leading designers to show you everything you need to know about designing effective and engaging Web forms.

"Luke Wroblewski has done the entire world a great favor by writing this book. Online forms are ubiquitous and ubiquitously annoying but they don't have to be. Wroblewski shows Web designers how to present forms that gather necessary information without unnecessarily badgering and annoying visitors. With deft explanations and clear examples, he presents a clear case for better Web forms and how to achieve them. This book will help you every day."
—Alan Cooper, Chairman, Cooper; author, The Inmates are Running the Asylum (more testimonials)

Web Form Design is available in full-color paperback and digital (PDF) versions. Supplemental content is available on this site, and all of the book's images can be downloaded from Flickr.

Book Development

This blog was used to develop the book; visit its archives, or continue to read new updates from Luke Wroblewski at Functioning Form.

“Web Form Design”

The blog “Web Form Design” continues to cover Web Form Design; subscribe.

Event: Silicon Valley IxDA

On February 17, 2010 I'll be speaking at the Silicon Valley IxDA Event in Sunnyvale, CA on Input: Moving Beyond Web Forms.

  • When: Wednesday, February 17, 2010
  • Socializing: 7:00-7:30 pm
  • Program: 7:30-9:30 pm
  • Where: Yahoo! Inc.
    701 First Avenue
  • Meeting room: Building C, Classroom 5
    Sunnyvale, CA 94089

Official description

A Web application can't exist without users' input. We need the data, but do we need Web forms to get it? Traditional Web forms?made up of text fields, radio buttons, check boxes, and a Submit button?have been the mainstay of Web application design. In ecommerce, social networking applications, and productivity tools, Web forms continue to define crucial Web interactions. Thankfully, new approaches for user input are now giving designers more to work with and create better user experiences.

Luke will explore several novel ways in which Web applications can collect user input, through both mobile devices and desktop software, without forcing users to complete lengthy, sequential forms. He?ll provide detailed research-based solutions that articulate not only the how, but the why, as well. You'll walk away with practical solutions you can immediately put to use.

Hope to see some of you there!

Flexible Inputs Need to be Flexible

In Web forms, flexible inputs allow people to answer questions the way they want instead of the way a database requires them to. But these input fields come with a promise to users: "whatever format you choose, we'll take it." Breaking that promise with subsequent formatting requirements is a no-no.

To illustrate this point, let's look at a relatively simple question: what's your phone number? We can provide some basic help text next to the input field to let people know how they should answer the question: ?Use xxx-xxx- xxxx as the format for your answer.? We can structure the input fields and their affordances to accept only a specific format: three text boxes of the appropriate length separated by the appropriate punctuation. Or we can provide a flexible input field that allows people to answer the question the way they wish.

flexible inputs

In this example, there are basically five different ways a valid US phone number could be specified. A simple script can check to see if one of these has been used and submit the information in whatever format the back-end system requires. The chore of adhering to a specific format is taken off the person providing an answer and instead given to a small bit of code.

Without any prescriptive help text or input field affordances to dictate a specific format, people won't assume a specific format is required. They'll answer the question how they see fit. Great -except when an input fields looks flexible but isn't.

Consider this phone number field on the location-based service, Gowalla. No help text or input field affordances are present, so it seems any valid answer will do.

unflexible inputs on gowalla

Unfortunately, that's not the case. Entering a valid phone number using parenthesis around the area code generates an unexpected error. Though this input field looks flexible, it fails to live up to its promise. If you're going flexible, go all the way.

web form design

For more on Form Design...

Check out Luke's book about Web form usability, visual design, and interaction design considerations: Web Form Design: Filling in the Blanks.

Mutually Exclusive Input Groups in Web Forms

In my overview of the Apple Store?s Checkout Redesign, I outlined how their solution for selection dependent inputs probably has some mutual exclusivity challenges. Let me explain that in English.

It?s not uncommon for a Web form to need some follow-up questions answered based on how people respond to an initial question. Consider the following example below from the Found Bin. People have two initial options: either they are a new user or a returning user. Depending on how they answer the question, a series of follow-up questions needs to be answered. Which input fields are shown depends on the initial selection they make?hence the name for this design pattern, selection dependent inputs.

selection dependent inputs

While selection-dependent inputs may seem like a basic user interface design problem, there are many solutions to be found addressing this problem online. In fact, each solution for selection-dependent inputs tends to have both clear advantages and disadvantages.

In Web Form Design, London-based usability firm Etre and I ran a series of studies testing a set of eight different selection-dependent input solutions. We found that horizontal tabs (what Apple is using) actually performed quite well in all-around usability, satisfaction, and eye-tracking metrics. But they came with the gnarly problem of mutual exclusivity.That is, people weren?t sure if the answers they provided in each tab would be processed or if only the answers they provided in the active tab would be processed. In Apple?s example, if I enter Credit Card information in one tab and a Gift Card in the other tab ?will both modes of payment be used? Or only the one I leave open?

Mutually Exclusive Input Groups in Web Forms

To get around this problem in one of the solutions we tested, Etre and I tried adding radio buttons to a set of vertical tabs in order to indicate that these choices were mutually exclusive. In our testing, however, a couple people were still confused as to whether the vertical tabs were mutually exclusive or not. So the inclusion of radio buttons didn?t seem to solve the issue.

vertical tabs

Then perhaps a stronger indication of mutual exclusivity is needed? Looking at the Apple example, what if we included a set of images that very explicitly communicated to people that they had to choose only one of the options available.

Mutually Exclusive Input Groups in Web Forms

The first option uses an OR to separate each horizontal tab making it clearer that only one of the three can be utilized at any time. The second option uses an active checkmark to indicate which section will be processed. This format could also be used to highlight two or more sections with active data if they were all capable of being processed at once. But I don?t recommend going that route as it likely makes things more complex for users.

Frankly, I?m not sure either of these solutions will completely solve the mutual exclusivity problem, but it would be interesting to test and find out.

web form design

For more on Form Design...

Check out Luke's book about Web form usability, visual design, and interaction design considerations: Web Form Design: Filling in the Blanks.

Web Forms for People

MIX Online
In a new article for MIX Online, I describe the essence of building Web forms for people through two examples of Web applications that were able to avoid lengthy sign-up forms, reflect their service?s core purpose through a few lightweight interactions, and make people instantly successful.
Check out the article: Web Forms for People at MIX Online. A quick overview:

Online, Web forms bridge the gap between people, their information, and a Web product or service. They can streamline sales or key customer actions, build communities or conversations, and more. These crucial interactions not only keep businesses running?they also let people accomplish what they want. So why don?t organizations care more about Web form design?

Perhaps they assume Web forms are just "some input fields and a submit button" that should be displayed anytime ?data needs to be collected? from users. Maybe they aren?t aware of the many ways Web forms can be optimized to deliver significant results (like an additional 300 million in annual revenue). But most likely, they are simply building Web forms for themselves and not for the people using them.

Continue reading...

The Apple Store's Checkout Form Redesign

Though most people wouldn't consider Apple's Web site an important online destination, November saw Apple in the top ten list of US Web sites. 62 million Internet users visited Apple online during the month with an average of 1 hour and 18 minutes spent per user. By comparison, Google had 155 million unique visitors in November.

Apple's online store certainly played a role in this achievement as retail sales data shows that Mac sales were up 21% year-over-year in the months of October and November. So it's interesting to note that Apple's primary online sales channel (Web-based checkout) was redesigned during this time.

Apple's previous checkout process

The previous design of Apple's checkout form spanned multiple pages and utilized a top-level progress indicator to highlight where people were in the proces. Errors were displayed at the page-level and did not reference the fields responsible for errors nor provide actionable remedies when error messages showed up. The final checkout confirmation screen had a confusing mix of buttons instead of a single primary call to action.

Apple's progress indicator

While it?s certainly a good idea to let people know how far along in a process they are, you need to be wary of progress indicators that incorrectly represent the number of Web pages or steps required to complete a form. An all too common practice for forms spanning multiple Web pages is the inclusion of a progress indicator that does not accurately mirror the number of pages a form requires.

Consider a typical ecommerce checkout form progress indicator that states there are three pages of inputs you can expect: shipping, billing, and place order. When it comes time to select a shipping address, however, page one is selecting from an existing list of shipping addresses. If the address you want to ship to is not listed, an additional page is required, and you need to add a new address. All of a sudden, step one becomes two steps. When selecting billing in step two, you may need to verify an online payment service provider, log in to its site, select a source of funding, or provide a new billing address. Now step two is four steps.

So we?ve taken six steps to accomplish what we told our customers was going to take two steps. It?s not that giving people a sense of how many steps are required is a bad thing; but we are rarely telling them the truth. One solution is to avoid the progress indicator altogether and just get people through the form as fast as possible. The other is to provide a more high-level progress indicator that does not set expectations explicitly.

Apple's checkout error message

The input field that is responsible for an error should not only be visible on the page but also prominently marked. Both the top-level error message and this input field need to have clear instructions that encourage people to either try another answer or seek help if they can?t. The inclusion of instructions next to the input field responsible for the error provides people with a remedy where they need it most: where the error can be fixed.

Apple's primary actions

Actions such as Submit, Save, or Continue are intended to enable completion, which is the primary goal of just about anyone who has started filling in a form. Because they enable the most important action on the form (completion), they can be referred to as primary actions. Secondary actions, on the other hand, tend to be less utilized and often allow people to retract the data they?ve entered. Because secondary actions can have negative consequences, especially when used unintentionally, I?ve often argued they should be absent from forms.

That said, there are situations where secondary actions make sense (such as Save for Later, Preview, Export, etc.). Though it may be tempting to treat Previous and Next as equal actions in these circumstances, keeping people moving forward with a primary Continue action and a secondary Back action is likely to be more productive. After all, we want people to complete these forms, right? When you reduce the visual prominence of secondary actions, it minimizes the risk for potential errors and further directs people toward a successful outcome.

Apple's new checkout process

Apple's redesigned checkout form utilizes an accordion interaction to move people through sets of related questions. This eliminates the need for multiple Web pages and the progress indicator in the previous design. As people complete each section, the form expands inline to display the next set of required questions. You can see this in action on the Apple store.

Apple's new checkout accordion interaction

While the previous form design used top-aligned labels to present questions to users, the new design utilizes top-aligned labels for section headers only and labels within input fields for everything else. In cases where available screen real estate is scant (like an accordion form), combining labels and input fields into a single user interface element may be a tempting way to conserve precious space. However, there are a number of considerations worth calling out.

Apple's new checkout labels

A reliable interaction for labels within forms requires the label to disappear quickly when people place their cursor into the input field so they can easily provide their answer. Otherwise, the label might stay and become part of someone?s answer.

Because labels within fields need to go away when people are entering their answer into an input field, the context for the answer is gone. So if you suddenly forget what question you?re answering, tough luck?the label is nowhere to be found. As such, labels within inputs aren?t a good solution for long or even medium-length forms. When you?re done filling in the form, all the labels are gone! That makes it a bit hard to go back and check your answers.

Apple's solution may be able to mitigate this issue because the form is mostly asking for inputs with a known structure. Mailing addresses, for example, have a widely known structure that can be leveraged to help people understand how to answer questions about shipping or billing locations. Other examples include first name and last name, date and time, or the parts of a phone number. These input groups can be utilized within forms to provide additional clues on which questions were answered (once the labels are gone). The always visible section headers help as well.

Lastly, labels within input fields should be presented in a way that makes it obvious at first glance that they are labels and not answers. The Apple form grays out the label text to distinguish labels from answers.

Apple's new checkout ZIP

On the new Apple checkout form, people are asked for their ZIP code first and then given a set of choices for their city and state. On the plus side, this interaction design removes some awkward ways of answering questions. Specifically: drop-down menus for states that run 50 entries high. On the negative side, when faced with a set of inputs that match the structure of a mailing address (as mentioned above), people often skip over labels as they fill in the pieces. The components and layout of an address are familiar to just about everyone in the US. The Apple site breaks this structure by asking for ZIP code out of order.

Apple's new checkout Credit Card

Any question you ask people in a Web form requires them to parse it, formulate a response, and then input their answer in the affordance you have provided on the form. Being vigilant about every question you ask allows you to remove questions that are not absolutely necessary, or can be asked at a better time or place, or can be inferred automatically. And the fewer questions you ask, the better the odds are of people completing your forms quickly and easily.

Credit card numbers follow a consistent structure. American Express cards start with either 34 or 37. Mastercard numbers begin with 51?55. Visa cards start with 4. And so on. This information can be used to infer what type of credit card someone is using simply by looking at his credit card number.

In their redesigned checkout form, Apple does exactly that. When someone enters a credit card number, the appropriate card type is highlighted directly above. This eliminates the need to ask people what type of credit card they have?one less question to parse, think through, and respond to.

Apple's new checkout Actions

Selection dependent inputs require people to answer follow-up questions based on their answer to an initial question?usually without having to go to another Web page. The new Apple checkout form's payment section uses selection dependent inputs to ask follow-up questions based on the payment method people select. Horizontal tabs arranged across the top of the Payment section allow people to navigate to a section of the form that contains appropriate selection-dependent inputs. The tabs present not only the initial set of options, but also provide a strong indicator of the current selection.

While most people are familiar with the concept of navigation tabs on the Web, the way in which they fill in Web forms may impair the effectiveness of this approach. When completing a form, many people move from top to bottom and, as a result, may ignore horizontal options. There may also be a lack of clarity about whether horizontal tabs are mutually exclusive. Will I submit my selections on all three tabs with the form or only the selections I made on the active tab?

However, when testing horizontal tabs in Web forms for my book Web Form Design, none of our participants made any errors, they were able to complete the task quite quickly, and provided high satisfaction scores for this design. So Apple seems to have picked the best fitting UI for this task from the options available.

Apple's new checkout Actions

As we saw, Apple's previous checkout form had a number of visual calls to action of varying shapes and colors. The new design significantly reduces the visual weight of secondary actions and puts all the focus on one primary action: Continue. This helps to illuminate a clear path to completion in the form.

Apple's new checkout errors

Apple's new checkout form also introduced in-context error messages. So errors are now displayed next to the input fields causing them with clear instructions on how they can be resolved.

Apple's new checkout errors

However, the elimination of a top-level error message means it is possible to enter a state where errors are present on a page but only indicated through a light yellow background color. I had this issue come up when changing my credit card information. The credit card number and security code were in an error state but nothing on the form (beyond the light yellow color) told me that. This is especially troubling when you consider that Apple's Web browser, Safari, and other browsers use a similar shade of yellow to indicate input fields they autofill for you.

In fact, in Apple's previous checkout form a light yellow background indicated an auto-completed input field. In the new checkout form, it indicates an error. Why isn't Apple using red (the standard color for errors) in its form? That seems to be reserved for free shipping!

web form design
For more on Form Design...
Check out Luke's book about Web form usability, visual design, and interaction design considerations: Web Form Design: Filling in the Blanks.

An Event Apart: Web Form Design in Action

In my Web Form Design in Action talk at An Event Apart in San Francisco, I walked through the latest applications of rich Web form interactions including: dynamic help systems, inline validation, input masks, and more.

Web
Download the slides:
Web Form Design in Action (5.9 MB PDF)

Notes:
Web Form Design Best Practices, 2010 -ZDNet

Official Description
The Web has been transformed by the recent proliferation of rich interactions and social applications. But the workhorses of the online world, Web forms, have been slow to evolve with these changes. As brokers of crucial online interactions like e-commerce checkout and registration, forms bridge the gap between people, their information, and your product or service. As a result, Web form design matters. But web forms aren't keeping up.

Building on topics in his top-selling book, Web Form Design: Filling in the Blanks, Luke Wroblewski will walk you through the latest applications of rich Web form interactions (made possible by dynamic technologies like Ajax) including: flexible inputs, dynamic help systems, inline validation, selection dependent inputs, and more. He'll also outline how gradual engagement approaches to form design can create compelling new user experiences for a wide variety of Web applications and services. Learn how these modern approaches to Web form design can enhance your Web apps.

For more...
Check out my notes from three years of An Event Apart presentations.

Web Form Design: Adobe's Error Messages

While good Web form design can help minimize the potential for errors, sometimes people will misunderstand or rush through our forms and mistakes may happen. When they do, Web forms should be prepared to deal with these errors quickly and gracefully. These best practices can help:
  • Clearly communicate when an error is blocking someone from completing a form. Error messages are arguably the most important element on a form when present. Make sure they appear that way!
  • Display error messages in context so they can be resolved quickly.
  • Provide actionable remedies that enable people to resolve errors easily.
  • Top-level error messages should indicate an error has occurred and how it can be resolved. If multiple errors exist, they should be listed in the top-level message.
  • If any input fields are responsible for an error, clearly mark them with a double visual emphasis to ensure they are noticeable.
  • Visually associate any responsible form elements with a top-level error message to clearly communicate they need to be resolved in order to continue.
  • Reserve red text and warning icons for error messages.
One of the best ways to see why these best practices matter is to look at examples where they aren't applied. Recently I came across such an example on the Adobe Store. Entering an incorrect password on the Sign In page produced a modal error window that grayed out the rest of the screen and prompted me to "Please check the form for errors."

Adobe Web Form error

When in this error state:
  1. The area that most looks like an error (due to a lot of red) is actually the shopping cart contents
  2. The element actually causing the error only has a thin red rule highlighting it, which gives it much less visual weight on the page than the shopping cart area. This single visual emphasis might not be enough to be noticed. It's better to double the visual emphasis using an icon and red text or a background color and instructions to highlight the input responsible for the error.
  3. The modal error message is not quickly associated with the responsible input field. Visual similarity (color, border, font) between the error message and responsible input field can create a clear connection between the two.
  4. There are no solutions for remedying the problem included in the error message.
  5. Graying out the rest of the page (other than the modal error message) further reduces the visibility of the form element responsible for the error.
Making these adjustments on this form can help move people from errors to success more quickly and easily.

web form design
For more on Form Design...
Check out Luke's book about Web form usability, visual design, and interaction design considerations: Web Form Design: Filling in the Blanks.

Email Entry in Web Forms

Many online transactions (such as registration or checkout) rely on email communication to verify user identity and intent or to establish ongoing customer dialog. So it's no wonder companies and organizations care a lot about valid email addresses in Web forms. Get the wrong email address and potential customers can't be confirmed or contacted.

The most common cause of unintentional email input errors is misspelling. When entering their email address into a Web form input field, people sometimes mistype. They are trying to get through a Web form that is keeping them from their actual goal of joining a community or buying something online. The form is in their way and the sooner they complete it, the sooner they can move on. But when people rush -accidents happen.

To account for this issue (which I've heard shows up in about 2% of successful form completions), many Web form designers or developers simply ask people to input their email address twice. In theory forcing people to retype reduces the number of potential errors and helps ensure an accurate email address is collected. In reality, people don't like repeating themselves and many just cut and paste into the second input field potentially repeating their error in the first input field.

email twice in web form

An easy way to reduce the number of input errors caused by mistyping is to increase the size of a form's input fields. This allows people to more clearly see what they have entered and hopefully locate any errors before moving on.

email big in web form

Another possibility is displaying people's input as output elsewhere in the form.

Chris Jackson implemented a solution where after someone enters their email address, a message appears displaying the address they entered and explaining why they should review it: they won?t receive a confirmation if it?s wrong. While the inclusion of an explanation is nice, the sudden appearance of red text after someone enters data into a form is likely to be considered an error by many people.

email display in web form

Russ Unger and Jonathan Knoll implemented five different variations for this approach. They looked at where and how the email confirmation could be displayed: as a button, in an input field, in a read-only state, etc. Check on the full conversation for details behind the design.

email display variations in web form

web form design
For more on Form Design...
Check out Luke's book about Web form usability, visual design, and interaction design considerations: Web Form Design: Filling in the Blanks.

Web Form Design in PayPal Interface Guide

web form design
PayPal's open payments platform was recently made available to third-party developers. As part of the developer information and tools, PayPal released an Interface Design Guide that includes UI recommendations for services being launched on PayPal X and design principles to help developers create a good user interface. Several principles from Web Form Design are included in the guide:

PayPal X Interface Guide (3.7 MB)

Event & Discount Code: An Event Apart, San Francisco

An Event Apart 2009
On December 8th I?ll be speaking at An Event Apart in San Francisco, CA about Web Form Design in Action. I'll walk through the latest applications of rich Web form interactions including: flexible inputs, dynamic help systems, inline validation, input masks, and more.

If you are interested in going, feel free to use the discount code: AEALUKE for $100 savings on the event cost.
Official Description
The Web has been transformed by the recent proliferation of rich interactions and social applications. But the workhorses of the online world, Web forms, have been slow to evolve with these changes. As brokers of crucial online interactions like e-commerce checkout and registration, forms bridge the gap between people, their information, and your product or service. As a result, Web form design matters. But web forms aren't keeping up.

Building on topics in his top-selling book, Web Form Design: Filling in the Blanks, Luke Wroblewski will walk you through the latest applications of rich Web form interactions (made possible by dynamic technologies like Ajax) including: flexible inputs, dynamic help systems, inline validation, selection dependent inputs, and more. He'll also outline how gradual engagement approaches to form design can create compelling new user experiences for a wide variety of Web applications and services. Learn how these modern approaches to Web form design can enhance your Web apps.

Hope to see some of you there!

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