Designing forms

Know why you’re asking each question and what it’s needed for

Before you ask users a question, make sure that you know exactly how you will use the answer and why the answer is necessary for the service. If it’s not necessary, do not ask.

The more you ask of the user, the more effort it takes of them, and the more likely they are to drop out of the form.

Tell users why we’re asking

When you ask for information tell users why we are asking for it and what we’ll do with it.

This can not only encourage the user to trust the service but can affect the answer they give. For example, asking users for an address to verify who they are, and asking them for an address to deliver something to, could result in different responses. Telling users why we’re asking removes ambiguity.

Use simple, direct language

Do not burden a user with new terminology and concepts if you can avoid it. It increases the effort needed to get through the form, and makes it more likely that they’ll stop using it and go elsewhere.

If the answer relies on the users' understanding of a complex concept, explain it in plain English. Do not assume any prior knowledge of the subject you’re writing about, or a certain level of literacy, education or digital experience of your users. Design for everyone

Even if you’re writing for a specialist audience, research shows that the higher the level of expertise the greater the preference for plain English.

Content that’s easy to understand benefits everyone.

Give information in context

Think about the most effective place and channel for your user to get information.

Content should be timely: given at the point it’s needed. Do not give information within a form that:

  • a user needs to refer to at a later date
  • disturbs the task the user is completing (for example, including a link that takes them away)
  • would be more timely, relevant or effective through a different channel

Give information through the most appropriate channel, at the time it’s relevant.

Get information in context

If the user needs to understand complex information in order to answer a question, give that information at the point it’s needed. Allow users to easily refer back to it, re-read it or skip to parts they’re unsure of.

Consider users who have short term memory, cognitive problems or are in a distracting environment — do not expect complex information to be retained easily or for a long time. Make complex questions as easy as possible for your users to answer. See how the Wills Team tried to make writing a will less daunting.

And let users focus on one thing at a time. Do not overwhelm them by either asking for, or giving, a lot of information at once.

Set expectations

Tell users what’s expected of them before they start the form. It will reduce frustration and make it less likely that they’ll drop out of the form.

Tell users upfront:

  • what the service is
  • what the eligibility is
  • what information they need which they may not have immediately to hand
  • any related costs or commitments
  • any other essential information that may affect their decision to use your service

Feedback

Did you find what you were looking for?