One of the most important aspects of any site is how the user can get to the information of interest. Once information architecture is considered and clearly defined, the next step is the mechanics of navigation. Users should be able to easily identify links and clickable content, use those and the feedback given by the site to move through your site with ease. To make this process as easy as possible, consider the following basic usability guidelines for navigation and feedback on your site:

Navigation & Feedback

1. Items that are clickable appear that way (navigation should have highlighting, links should be underlined, and visited links (v-links) should be in a different color
   • Links must look like links and be highly visible
     1. The main navigation, wherever it is on the page, should be immediately visible to the user by being prominent and clearly highlighted
     2. The online convention is that links are underlined, either all of the time or on roll-over or another state change, such as color change occurs on roll-over, to indicate clickability. This is important to allow users an immediate understanding of how to use your site
     3. Additionally, headlines and photos or images accompanying them are often expected to be clickable
     4. This is one area in which bucking convention for the sake of creativity can often backfire
     5. The way users surf other sites impacts how they expect to use yours, and if your navigation is unconventional and links are not clearly marked, users may abandon the site without finding what they need
   • Additionally, using color to indicate which links have been visited and which have not can help a user as they explore the site
     1. Most users do not explore a site in the specific order you have laid information out; they move immediately to the information of greatest interest to them and work from there
     2. By changing the color of visited links, you give users a map to the site, minimizing mistaken clicks and repeated content exploration

   

2. Provides clear feedback immediately, and near user actions
   • Too often on sites, users take an action - click on a button, click a link or complete a search or request only to sit looking at the screen being unsure what, if anything, happened. If they are not given any feedback this can be, not only frustrating, but also cause them to take action multiple times resulting in bad outcomes such as too many items added to their cart or, worst case scenario, multiple charges or bookings
   • If a user interacts with your site, your site needs to respond clearly to their action. This can be handled in a wide variety of ways, with a change of pages, a confirmation message, changes in colors or font, etc. Whichever method you choose a few rules apply:
     1. The feedback must be close to where the user took action. If you provide a confirmation message, but it is below the fold and the user is scrolled to the top of the page, the message is not doing its job
     2. The reaction must be obvious to the user. This is not the time for subtlety – it must be clear that the site is reacting. The user should not have to guess
     3. If the action taken is part of a process, do not allow the confirmation or reaction to take the user away from the intended path or limit their navigation in a way that could mean a smaller purchase or usage of the site. For example, when a user adds an item to his/her shopping cart, many sites take the user to the cart, but do not offer any avenue to continue shopping, potentially decreasing the size of purchase

   

3. Keeps users informed; Indicates task progression
   • Letting users know not only where they are, but how far they have to go can keep them moving through a task
   • Before beginning the process, inform users of the steps that the process includes
   • As they move through the steps, clearly indicate which step they are on, so they can track their progress
   • Keeps steps simple and only include those necessary to the process to improve completion rates

   

4. Upon completing a process, provides a confirmation screen with useful information
   • Just because a user completes an online process does not mean the overall process is complete; the confirmation page should be used to provide all necessary information for the user to understand the remainder of the process
   • This information includes:
     1. Confirmation of what has been done already and how the confirmation is being communicated in addition to the confirmation page (i.e., email)
     2. What will happen next in the process, when will it happen and who is responsible for it happening? For example, if a user has requested a quote, who will make contact – does the user need to call? If a user should expect contact, when and by whom? The user should never have to guess at how the rest of the process will play out – it should be explicitly stated for them
     3. What other options do users have from this page, can they view their order, track status, print the page or receipt, etc.? What about any offers or cross-sells? How can you keep the user engaged with your site? This is a great place to offer these items after you have made the confirmation and next steps clear

   

5. Tracks the state of the user (cookies, saved shopping carts, entered data) and acknowledges returning customers
   • It is important to users that sites recognize them so that they can complete tasks with the greatest ease
   • If you offer to remember a user, you MUST remember them; too many sites offer this option, but when users return they are not signed in. If you cannot automatically sign a user in, do not offer the option
   • Make it clear that the user has been remembered by using their name and offering a clear option for changing users if the logged in individual is not the user
   • When possible, allow the user to confirm their password to have their data pre-filled for them. Minimizing typing and streamlining processes can enhance conversion
   • If users leave items in a shopping cart, retain them there when possible
     1. If they will only be available for a specified period of time, message this to users
     2. Indicate any changes in availability or pricing when a user returns to their cart. Do not simply remove an item from the cart without letting a user know what changes have been made

Thanks for reading our guidelines on Navigation and Feedback. For more information on improving your site, please see our previous stories on best practices according to usability guidelines: Communications and Relevance, User Control and Simplicity and Scannability. Also, stay tuned to our blog and newsletter for more information on web best practices.

One of the challenges most sites face is that there is an excess of information they need to convey – value proposition, marketing messaging, product information, social media and more. When trying to fit this all into a single site – and, often, on a single page – sites can become cluttered and difficult to read, frustrating customers and prospects visiting your site. So how do you balance the needs of the company to convey a wide variety of information, but still provide your customers a good experience on the site where they are able to easily accomplish what they have come to do?

Walking the line between these competing needs will be easier of you keep the following usability guidelines on simplicity and scannability in mind.

Simplicity & Scannability

1. Writing / verbiage is understandable, succinct, easy to scan, appropriate to users, and not redundant
   • While keeping the writing and verbiage used understandable may seem very basic, too often we as companies and experts in our area of focus forget that a prospect or customer may not have any base of knowledge in our space with which to place our products and services in context
     1. So, while the use of acronyms or industry-specific terms may convey exactly what we are attempting to communicate, the end user may not understand – the site needs to address all potential audiences with the language used – both someone who is new to a specific industry or product set as well as those who may need more detailed and technical information
     2. Providing overviews at a basic level with clear links to definitions of any industry-specific verbiage used will help newcomers; clear links to more technical information will satisfy the needs of those with more knowledge and experience
   • Additionally, the tone and level of the writing should be appropriate to your target audience
     1. For this, it is key to understand who is coming to your site and what they are seeking. This information can help you determine whether you should be writing at a 6th grade level or a high school level
     2. You want to make sure all users can understand your site, but that users do not feel as though they are being talked down to
     3. This balance can be particularly difficult for sites like corporate pharmaceutical websites where the needs of both a consumer and a healthcare professional must be addressed. Thinking ahead of time about the level of the writing can make the site more applicable to both audiences
   • Keeping the writing on your site succinct and easy to scan is imperative
     1. We see over and over again in testing that most users do not read sites, but rather scan for what they are looking for
     2. Most writing on a site should be in short sentences or bulleted lists – this allows users to scan the page to find the information of interest and focus only on what they are seeking, while also putting other messages that might be important to you as a company in front of them /li>
     3. As a user navigates the site, they will tell you by their actions when they are seeking more detailed information (by navigating more deeply, clicking on the links designed to provide details, etc.) which is when longer paragraphs may be appropriate to provide the depth and breadth of information the user is expecting to find
   • Finally, the writing on the site should not be redundant
     1. For most companies the issue is not having enough content, it is having too much content; Given this, you do not want to clutter your site with redundant information
     2. Utilize cross-linking and contextual linking to help users discover other site sections, products or pages, rather than talking about them in multiple places on your site

   

2. Categories are organized intuitively and are mutually exclusive
   • Categorization of the information on your site is vital – if users do not understand the categories you are using they will not find what they are looking for and they will go elsewhere – even if your content, products or services are better than the competitions’, users will never know if they do not understand how to access it
   • This is another area where it is important to think about how a prospect or customer is thinking about your company, rather than how your company is organized
   • While it may make sense to organize your site according to the divisions of your company, it may not match the mental model a user has when shopping for your product or service, so it is more important to match that model rather than your company organization
   • Avoid the type of terminology we talked about above, such as industry-specific acronyms or technical terminology that may not be understood
   • Utilize a categorization in which it is clear where all the content will fall; do not have any overlap in categories
   • If an overlap is unavoidable, provide easy cross-links to drive users from the each of the categories that could contain the information of interest to its location; do not make users move from their first choice to their second, etc. seeking the information

   

3. Appropriate amount of pagination at product list level; limits number of clicks to view products
   • While this guideline calls out product lists specifically, this applies to any key content sought from your site, be it products, articles, quotes, etc.
   • If you have long lists on your site, be sure to offer an easy way to sort, filter or move through the list to the specific item of interest; however, using multiple pages without a navigational method that allows pinpointing of the item is not a solution
   • Users need to be able to access items quickly with as few clicks and as limited scrolling as possible; this can mean utilizing tab structures or strong filtering or sorting tools that provide easy access without traversing pages of options

   

4. All navigation shall appear above the fold; pages limit scrolling and contain anchors if lengthy
   • All of the primary navigation you expect a user to discover and use as they move throughout the site should be visible without any scrolling
     1. This is especially important on the first page a user encounters on your site, which increasingly, is not necessarily the home page if entering from Google
     2. This does not mean you should not include any navigational elements lower on the page. For example, if users are reading content of interest which forces them to scroll, navigation to the next step in the process or to a call to action, such as “Book Now” should be offered at the bottom of the page; however, this is in addition to the navigation offered at the top of the page, i.e., “Book Now” should be offered for those who do and do not scroll
     3. This also may not be true for steps in a process which require scrolling, however all of the main navigation should still be above the fold
   • Lengthy pages requiring users to scroll extensively should be avoided whenever possible
     1. In situations where long pages are necessary, users must be given an alternative to scrolling
     2. Ideally, this would be tabs or some other structure that does not require a full page load, but in other cases anchor links can be used
     3. If anchor links are utilized, it must be clear to a user what is happening, i.e., they are being moved down the same page, and they must be given a clear path back to the area on the page where they made the selection. If this is not clear many users turn to the “Back” button and get lost in the site or have to make more clicks than necessary to navigate

   

5. Product details / descriptions are easily understandable
   • Not only does writing about products need to be crisp and easy to read, it must be organized in an easy to understand manner
     1. Again, limited scrolling is key and tabs can be a very clean way to organize all of the information a user has come to expect from the product details
     2. The top of the page should contain a photo and a brief overview of the information available
     3. Additional information should be clearly accessible and all of the information should be easy to scan
     4. For more detailed information on product page do’s and don’ts, See Sabrina’s blog on product detail pages in retail

   

   Thanks for reading our guidelines on Simplicity & Scannability. For more information on improving your site, please see our previous stories on best practices according to usability guidelines: Communications and Relevance and User Control. Also, stay tuned for our next installment of the series: Navigation Feedback.