Friday, May 16, 2008

Lesson 2 - 7 ways to expand your online presence through sharing conference proceedings.

Peter Morville is the master of establishing his link estate on the Google search for his name. If your online presnece is not as robust as his when you search your own name in Google, you might want to work on your Flickr account, Linkedin profile, Digg profile, Stumbleupon profile, person and work blogs, and conference proceedings.

Case in point:


Strategy:

Assure you're going to conference A, next week. You're really excited becuase you have some great material (or not), and you'd like to use the mateiral to it's full advantage.

Web 2.0 can help you. Instead of a document that exists as a pressentation at only one location in space and time, you can let your information out to many differnet outlets by blogging, Twittering, sending guest posts, and uploading your Powerpoint slides to slideshare and telling your Twitter community about it (something Peter Morville does excellently).



I. You're going to the conference A in a week. Post on your (professional blog)(personal blog) " I am going to be presenting next week at PLACE.TIME (LINK TO CONFERENCE) -- I will be talking about (TALK ABOUT IT).

II. When you're at conference A. Post on your (professional blog)(personal blog) "Hello from PLACE - these people are here (LINK TO THESE PEOPLE), and how SWEET they are because they're presenting (talk about what they're presenting).

Thursday, May 15, 2008

Tips for YouTube and Viral Videos

From Beth's blog on Nonprofits and Social Media

Right after Thanksgiving, TechCrunch published a guest post called "The Secret Strategies Behind Many Viral Videos" which unleashed a record 491 comments because it described some unethical practices. There was also a follow up post here.

This week there are two more articles with advice that isn't sleezy, one from a for-profit perspective and the other an nonprofit perspective.

Advertising Article:
Video blogger Steve Garfield recently shared an article with me called "Ten Lessons for Marketers About Viral Video." Here are the lessons:

Lesson one: Tap into the video community
Lesson two: Quality of the video is not what determines its popularity
Lesson three: A video of a dog skateboarding can get 3 million views, but that doesn't mean your commercial will
Lesson four: Online-video marketing is not just about contests
Lesson five: "Tagging" your video with keywords doesn't get them seen
Lesson six: Consumers might see your video, but that doesn't mean they'll visit your site and buy
(or donate or sign a petition)
Lesson seven: Paying for a well-produced video won't necessarily increase your brand's ROI
Lesson eight: Not all video portals are created equal
Lesson nine: You may be a conservative organization, but don't let that keep you from this medium
Lesson 10: This medium will become measurable

The other is a blog post from Collactive called Ten Tips To Spice Up Your YouTube Video

1. Create a Relevant, Informative Video
2. Keep the Video Short
3. Select a Catchy Title and Thumbnail
4. Embed Wisely
5. Promote “Fresh” Videos
6. Choose Your Video Category Wisely
7. Target the “Most Viewed” Lists
8. Ask Your Community to View Your Video
9. Ask Your Community to Promote Your Video
10. Ask Your Community to Promote Your Video on Social Media Sites

Some other blog posts about viral videos can be found here:

Will Video for Food: How To Promote Your Video
Tube Mogul: Video Marketing Best Practices
Robin Good: Ten Ways You Can Promote Your Content on YouTube
Marketing Profs: Case Study - Will it Blend?
E-Politics Video Blog Posts
Heather Diosa's Best Practices for YouTube

IA Summit: The business of experience

04.14.2008 by LukeW

At the 2008 IA Summit, Jess McMullin walked through several techniques for building business relationships & success utilizing user experience design methods.

* The User Experience profession has reached the point where the barriers to having more influence are about working with business not users
* Pivot Tools: use user experience techniques/approaches in business setting.

Identify your audience

* Business personas: ways to think of people in business organization
* Network diagram: define influence network of relationships
* Advocate: on my side
* Superior: the boss
* Peer: other people that can help with or need to buy in
* Frontline: people that implementation affects.
* Critics: pick apart ideas
* Validators: balance critics and provide support. Could be analysts, media, or other companies.
* Gatekeepers: need to sign off on something. Finance/lawyers
* What are relationships of these people? How do they interact?

Understand motivators

* Reward: what matters to stakeholders (up and to the right)
* Power –have influence in organization
* Vendorship: transactional relationship of selling deliverables
* Risk: what might happen
* Motivation map –who fits where against risk/reward/power –etc?
* Helps understand business

Understand Activities

* What are business stakeholders involved in and responsible for?
* Lead, Manage, Execute
* Consider activities people have –understand what they are trying to achieve and why
* Tools & principles are better than a set cookbook
* Understand, Solve, Evaluate toolkit – what in each of these can make a contribution to Leading, Managing, or Executing?
* Empathize with business leaders – what is it like to hit numbers, hit deadlines
* Hindsight from past experience can help predict future activities
* Through empathy can think about future scenarios –what would best for people?

Commit to action

* Need to go out into world, talk to people, and get them to do things.
* Build trust: credibility with projects. Care about if people succeed or not.
* Ask open ended questions to get to real motivations
* “Will you questions” get people to make commitments.

IA Summit: Inspiration from the edge

04.14.2008 by LukeW

Stephen Anderson’s Inspiration from the edge: New patterns for interface design presentation at IA Summit 2008 provided suggestions for new sources for inspiration for interface designs.

* Check out Stephen’s slides from his presentation
* Default Thinking: look at competitor sites in a vertical for inspiration. But your customers visit sites outside of your industry, and bring those expectations to your site.
* Default Thinking: these are the tools I have to work with (Windows controls, etc.). There are other places for inspiration like consumer electronics, games, TVs, other digital interfaces.
* Today’s hardware changes make almost anything possible.
* Software changes: silverlight, android, adobe air. Lots of desktop and Web intersection.
* Natural behaviors are better than learned behaviors. Scrollbars requires us to move down to move something up. Except when learned behavior enables us to perform better.

Inspiration Examples

* Use model of Club Penguin to organize enterprise application. Look beyond the surface- look at structure of game.
* How to accommodate all levels of users & deep customization? Floating windows can bring up controls as users need them
* Think outside the UI box. Don’t need to be constrained by it
* How to accommodate multiple workspaces? iPhone button in tiered workspaces
* Design with less space. Songza: stepped radial menu on song list.
* Picnik: tabs replaced by contextual menu items. No need to remain visible at all times. Think about moments – do you need all the features all the time?
* In the new FireFox browser, back button it bigger than forward as it gets more use.
* Think in conversations. How do we communicate context?
* Make it visual – communicate context, information
* Jing: screen capture utility
* Cookthink: integrated tag cloud browsing
* Schematic: panning across different parts of site

IA Summit: E-service

04.14.2008 by LukeW

Eric Reiss’ E-service: What we can learn from the customer-service gurus presentation at IA Summit 2008 walked through examples of bad customer service in action and presented strategies for avoiding similar pitfalls.

* Service is 100% about user experience. User experience is not 100% about service.
* Companies with an 83% satisfaction are in trouble. Need 90% satisfaction for long-term customer loyalty.
* Service management is a process not a program. Goes on for a long time with no finish line.
* Unhappy customers are dangerous. If you have a good experience you will tell three friends. If you are an unhappy customer, you will tell 17 people.
* Service happens at the moment of experience. Moments of truth are when and where people have customer service.
* Service is an intangible event that helps us achieve something.
* 10 reasons services are tougher to manage than products:
* Produced at the moment of delivery
* Cannot be recalled if sucks
* Experience cannot be sold or passed on
* Product cannot be demonstrated. You cannot send a sample.
* Cannot be centrally produced, inspected, or warehoused.
* Quality assurance needs to happen before production
* Help, Enhance, Fix –three ways to provide service
* If we do not demand good service, we will never receive it.
* Don’t just prevent bad things from happening. Educate people that it is not prevention, but also making wonderful things happen.

Guiding Users with Persuasive Design: An Interview with Andrew Chak

UIE: How do you define Persuasive Design?

Andrew: An easy way to define persuasive web design is to contrast it with usable design. Usability focuses on giving users the ability to complete a transaction if they so desire. A usable site makes it easy for users to complete transactions, from buying products to convincing users to read featured articles.

Unfortunately, having a usable web site is not always enough to convince users to transact. Even if a user can complete a transaction on your site, doesn't mean that they will transact.

To be successful, sites must go beyond Usability by focusing on Persuasive Design. They must motivate users by taking advantage of persuasive tactics that will make them take action. The most persuasive web sites focus on making users feel comfortable about making decisions and helping them act on them.

What site does a good job of persuading users?

eBags.com is one of the most persuasive sites I've seen. The site's designers motivate users to purchase bags by offering them detailed content that helps them pick the right bag for their specific needs.

The product photos on Ebags.com are one of the site's biggest strengths. First, they provide multiple shots of the product from various angles so that users can really see what the bag looks like. Second, the pictures show the bags stuffed with the items that are likely to go in them, displaying pens, mobile phones, notebooks, and laptop computers to give users a sense of how much stuff the bag can hold. This is a great example of how providing the right content can help persuade users to buy. (Figure 1)

eBag.com's product page

Figure 1: eBags.com's pictures provide users with the right amount of content to persuade them to buy.

Some argue that Persuasive Design is a form of deception or manipulation. How do you respond to this criticism?

Persuasive Design is not about manipulating users into doing something they don't want to do. Instead, the goal of Persuasive Design is to get users to make the right decision. Designers can accomplish this by doing their best to ensure that users get all of their questions answered about the content.

For example, I’m currently planning my next vacation. I’ve just had a baby boy, so I’m very concerned about finding family-friendly facilities. When I visit a hotel site, I'm very interested in finding out what amenities they have for babies, such as cribs. However, if the web site doesn't provide this content, I can't make a decision. Right there, I’m stuck because I’m worried about whether or not the hotel will provide a crib for my baby.

Persuasive design is not just about influence. It’s about understanding the user’s decision process and providing the information and tools to help facilitate a decision.

In your book, you describe four different types of users (browsers, evaluators, transactors, and customers), and the best ways to design for each. Can you explain why you’ve taken this approach to Persuasive Design?

As I said, persuasive design is really about supporting the decision process. Each type of “user” I describe in my book is actually the same customer at different stages in the decision process.

The focus is the task that users wish to accomplish at a given point in time. When users are just starting out as "browsers", designers will want to make it easy for users to gather information. Later, when those users are "transactors" and ready to buy, designers will want to provide quick access to completing a transaction. By focusing on these four stages of decision-making, designers can create sites that move users forward through the transaction process.

Take Citibank.com, for example. When you look at the home page, you’ll see that it’s divided up according to different stages of a user's decision-making process. Users that are just starting to figure out their financial needs might choose to learn about the available financial products. Users who already know what they need can look for a specific product or service. In addition, those who are ready to open an account can apply directly from the home page. In each case, Citibank's designers have structured the home page as a starting point to meet users at whatever stage they are at when making decisions about financial products and services. (Figure 2)

Citibank.com homepage

Figure 2: The designers of Citibank.com have structured the home page as a starting point to meet users' needs at each stage of the decision-making process.

In addition to focusing on the four different types of users, what other key issues should designers focus on to make a site persuasive?

If a site is fundamentally usable (for example, the users can navigate through the site and can figure out how to complete forms or a transaction process), the most important issue is content. Too many sites focus on the technology to make the transaction happen rather than providing the content that motivates users to complete the transaction.

If your site sells products, the design must have content that helps users make choices. Why would users choose one product over another? What are the key features? What do other people think about a particular product?

Similarly, if your site sells a service, then why should people hire you? What makes you a credible provider? Don’t just spend time specifying the content management system or how to make slick rollover navigation.

Designers also need to carefully consider the wording they use on transaction screens. For example, if the site asks for an e-mail address, then it's important that the copy immediately explain how the site will use that e-mail address. If you provide no explanation, you’ll get a lot of John Doe e-mail addresses.

Are there sites you think have missed opportunities to apply persuasive design techniques?

Professional services, such as doctors and lawyers, tend to be the sites that miss the persuasive design boat the most. They often just provide basic office information without emphasizing why someone should choose them as a service provider. These sites could provide more content about their qualifications, experience, and customer testimonials.

In contrast, a clever contractor site could include an article about what to look for in a contractor, which is an implicit statement about how confident they feel about their own qualifications.

Would the Renaissance Roofing site be a good example of this?

If we look at Renaissance Roofing, we see a great example of persuasive content. They provide some tips to users on what they should look for in a roofing contractor.

This does a couple of things to boost the confidence of the user in this roofing company: it educates users so they feel more confident that they know what to look for in a roofing contractor and it also emphasizes that this roofing company meets the qualifications described. Renaissance Roofing even goes so far as to present their information in a checklist format, as if to challenge their prospects to compare them against the competition.

We understand you worked on General Motor's Canadian Corporate site. How did you use Persuasive Design concepts in your day-to-day designs?

As I've said before, online persuasion is about understanding what information to provide and what response to ask for from a user at a given point in time. It’s about understanding “In what state will users come to this particular page?” and providing the right information in that context and then asking “What do I want them to do next?” to move them further along the decision cycle until they get to transaction that you want from them.

At GM Canada, I helped develop a personalization architecture that would help to guide users through the car decision-making process. We mapped out the steps that users would take to decide upon a vehicle and made sure that we provided the content or tools that would address the information need at each point in the decision-making process. Users who knew what they were looking for could simply find a car by model name. Users could also find vehicles by type (such as SUV or sedan) or by a specific attribute (such as price or exterior features). For those who wanted more help, we provided an advisor tool to guide them through the decision process.

For many sites, persuading the user to return is as important, if not more important, than persuading them to buy in the first place. How can designers best get users to return to their web sites?

Users will return to your site if they have a good experience on their first visit. If you don’t deliver on what you promised in terms of fulfilling their order or request, then the likelihood of them returning is significantly lower.

Another effective strategy for getting users to return is ongoing communication. This usually involves some form of e-mail newsletter to keep in touch. With such a newsletter, it’s important that designers keep two objectives in mind. The first is to provide some value within the newsletter, so that there’s a reason for users to open it up and read it. The second is to provide a reason for them to return to your site -- this is when you use some of the influence tactics to lure them back for some special offer.


IA Summit: Re-experiencing information

IA Summit: Re-experiencing information
04.14.2008 by LukeW

At the 2008 IA Summit, Lucas Pettinati presented some of his learning’s redesigning the Yahoo! registration process in his Re-experiencing information: Dealing with user-submitted data talk.

* What is the context for registration? People want instant gratification. It’s fairly easy to switch providers –low barriers to entry for online services. People will lie to protect their identity. Remembering account details is difficult.
* In order to establish an effective design, need to embrace user needs & leverage their natural behavior
* Different structures for user registration. Pre: needs unique identifier. Post: encourages return transactions. Immersive: promotes usage. Part of the way you use the product.
* Connecting with the user: build trust so can get factual data within the system
* Error & help text: fun, approachable angle to ease people into it
* Only ask necessary questions
* Only need unique identifier for communication: aol, gmail, etc.
* Banking & Finance: needs identifier for increased security
* Commerce: no meaningful ID needed for commercial transactions
* If going to use a unique identifier, make it easy for people. Use email or a common ID method for registration if you do not need a unique identifier
* Respect your user’s locale: get message to international users that a localized version of site content is available.
* Use CAPTCHA wisely: Provide audio version for the visually impaired, allow user to request a different image, Use CAPTCHA to protect commodities like usernames
* Online circle of life: register, user, forget account information
* Build a relationship prior to or with registration
* Be personable: use humor if appropriate
* Explain the value of questions if they may be seen as out of context
* Use an immersive registration process when possible

Account recovery mechanisms

* Email: quickest, assumes people have control over email
* Challenge/response model: prone to repeated errors because people lie, works best when information is up to date
* Forensic: confirms account activity and details in order to reset password: verifies actions only known by the account owner, safest method, most difficult to implement
* Email recovery: put the user in the control. Need to ask for email address from user. Confirm where it is sending
* Challenge/recovery questions change over time.
* Users want to retain privacy and may be worried about ID theft
* Put the user in control of account recovery
* Remind users that their account may contain old information
* Use human support when possible