You know you should be measuring your digital marketing efforts. Monitoring and analyzing your data can help you gain insight into what’s working, what’s not, and how you can improve your site for even better results. But platforms like Google Analytics give you access to more data than you could ever possibly hope to comprehend. And while each of the various reports can help you learn something about your audience, you don’t need to be monitoring all of them on a regular basis. So, which metrics should you be measuring? The answer, of course, is that it depends. More specifically,…
Have you ever used a plugin and wished it did something a bit differently? Perhaps you needed something unique that was beyond the scope of the settings page of the plugin.
I have personally encountered this, and I’m betting you have, too. If you’re a WordPress plugin developer, most likely some of your users have also encountered this while using your plugin.
Here’s a typical scenario: You’ve finally found that plugin that does everything you need — except for one tiny important thing. There is no setting or option to enable that tiny thing, so you browse the documentation and find that you can’t do anything about it. You request the feature in the WordPress plugin’s support forum — but no dice. In the end, you uninstall it and continue your search.
Imagine if you were the developer of this plugin. What would you do if a user asked for some particular functionality?
The ideal thing would be to implement it. But if the feature was for a very special use case, then adding it would be impractical. It wouldn’t be good to have a plugin setting that only 0.1% of your users would have a use for.
You’d only want to implement features that affect the majority of your users. In reality, 80% of users use 20% of the features (the 80/20 rule). So, make sure that any new feature is highly requested, and that 80% of your users would benefit from it, before implementing it. If you created a setting for every feature that is requested, then your plugin would become complicated and bloated — and nobody wants that.
Your best bet is to make the plugin extensible, code-wise, so that other people can enhance or modify it for their own needs.
In this article, you’ll learn about why making your plugin extensible is a good idea. I’ll also share a few tips of how I’ve learned to do this.
What Makes A Plugin Extensible?
In a nutshell, an extensible plugin means that it adheres to the “O” part of the SOLID principles of object-oriented programming — namely, the open/closed principle.
If you’re unfamiliar with the open/closed principle, it basically means that other people shouldn’t have to edit your code in order to modify something.
Applying this principle to a WordPress plugin, it would mean that a plugin is extensible if it has provisions in it that enable other people to modify its behavior. It’s just like how WordPress allows people to “hook” into different areas of WordPress, but at the level of the plugin.
A Typical Example Of A Plugin
Let’s see how we can create an extensible plugin, starting with a sample plugin that isn’t.
Suppose we have a plugin that generates a sidebar widget that displays the titles of the three latest posts. At the heart of the plugin is a function that simply wraps the titles of those three posts in list tags:
While this code works and gets the job done, it isn’t quite extensible.
Why? Because the function is set in its own ways, there’s no way to change its behavior without modifying the code directly.
What if a user wanted to display more than three posts, or perhaps include links with the posts’ titles? There’s no way to do that with the code above. The user is stuck with how the plugin works and can nothing to change it.
Including A Hundred Settings Isn’t The Answer
There are a number of ways to enhance the plugin above to allow users to customize it.
One such way would be to add a lot of options in the settings, but even that might not satisfy all of the possibilities users would want from the plugin.
What if the user wanted to do any of the following (scenarios we’ll revisit later):
display WooCommerce products or posts from a particular category;
display the items in a carousel provided by another plugin, instead of as a simple list;
perform a custom database query, and then use those query’s posts in the list.
If we added a hundred settings to our widget, then we would be able to cover the use cases above. But what if one of these scenarios changes, and now the user wants to display only WooCommerce products that are currently in stock? The widget would need even more settings to accommodate this. Pretty soon, we’d have a gazillion settings.
Also, a plugin with a huge list of settings isn’t exactly user-friendly. Steer away from this route if possible.
So, how would we go about solving this problem? We’d make the plugin extensible.
Adding Our Own Hooks To Make It Extensible
By studying the plugin’s code above, we see a few operations that the main function performs:
It gets posts using get_posts.
It generates a list of post titles.
It returns the generated list.
If other people were to modify this plugin’s behavior, their work would mostly likely involve these three operations. To make our plugin extensible, we would have to add hooks around these to open them up for other developers.
In general, these are good areas to add hooks to a plugin:
around and within the major processes,
when building output HTML,
for altering post or database queries,
before returning values from a function.
A Typical Example Of An Extensible Plugin
Taking these rules of thumb, we can add the following filters to make our plugin extensible:
add myplugin_get_posts_args for modifying the arguments of get_posts,
add myplugin_get_posts for overriding the results of get_posts,
add myplugin_list_item for customizing the generation of a list entry,
add myplugin_get_some_post_titles for overriding the returned generated list.
Here’s the code again with all of the hooks added in:
$args = array(
'posts_per_page' => 3,
// Let other people modify the arguments.
$posts = get_posts( apply_filters( 'myplugin_get_posts_args', $args ) );
// Let other people modify the post array, which will be used for display.
$posts = apply_filters( 'myplugin_get_posts', $posts, $args );
$output = '
foreach ( $posts as $post )
// Let other people modify the list entry.
$output .= '
I’m adding a lot of hooks here, which might seem impractical because the sample code is quite simple and small, but it illustrates my point: By adding just four hooks, other developers can now customize the plugin’s behavior in all sorts of ways.
Namespacing And Context For Hooks
Before proceeding, note two important things about the hooks we’ve implemented:
We’re namespacing the hooks with myplugin_.
This ensures that the hook’s name doesn’t conflict with some other plugin’s hook. This is just good practice, because if another hook with the same name is called, it could lead to unwanted effects.
We’re also passing a reference to $args in all of the hooks for context.
I do this so that if others use this filter to change something in the flow of the code, they can use that $args parameter as a reference to get an idea of why the hook was called, so that they can perform their adjustments accordingly.
The Effects Of Our Hooks
Remember the unique scenarios I talked about earlier? Let’s revisit those and see how our hooks have made them possible:
If the user wants to display WooCommerce products or posts from a particular category, then either they can use the filter myplugin_get_posts_args to add their own arguments for when the plugin queries posts, or they can use myplugin_get_posts to completely override the posts with their own list.
If the user wants to display the items in a carousel provided by another plugin, instead of as a simple list, then they can override the entire output of the function with myplugin_get_some_post_titles, and instead output a carousel from there.
If the user wants to perform a custom database query and then use that query’s posts in the list, then, similar to the first scenario, they can use myplugin_get_posts to use their own database query and change the post array.
A Quick Example Of How To Use Our Filters
Developers can use add_filter to hook into our filters above (or use add_action for actions).
Taking our first scenario above, a developer can just do the following to display WooCommerce products using the myplugin_get_posts_args filter that we created:
Aside from using apply_filters, we can also use do_action to make our code extensible. The difference between the two is that the first allows others to change a variable, while the latter allows others to execute additional functionality in various parts of our code.
When using actions, we’re essentially exposing the plugin’s flow to other developers and letting them perform other things in tandem.
It might not be useful in our example (because we are only displaying a shortcode), but it would be helpful in others. For example, given an extensible backup plugin, we could create a plugin that also uploads the backup file to a third-party service such as Dropbox.
“Great! But Why Should I Care About Making My Plugin Extensible?”
Well, if you’re still not sold on the idea, here are a few thoughts on why allowing other people to modify your plugin’s behavior is a good idea.
It Opens Up the Plugin to More Customization Possibilities
Everyone has different needs. And there’s a big chance your plugin won’t satisfy all of them, nor can you anticipate them. Opening up your plugin to allow for modifications to key areas of your plugin’s behavior can do wonders.
It Allows People to Introduce Modifications Without Touching the Plugin’s Code
Other developers won’t be forced to change your plugin’s files directly. This is a huge benefit because directly modifying a plugin’s file is generally bad practice. If the plugin gets updated, then all of your modifications will be wiped.
If we add our own hooks for other people to use, then the plugin’s modifications can be put in an external location — say, in another plugin. Done this way, the original plugin won’t be touched at all, and it can be freely updated without breaking anything, and all of the modifications in the other plugin would remain intact.
Extensible plugins are really awesome and give us room for a lot of customization possibilities. If you make your plugin extensible, your users and other developers will love you for it.
Take a look at plugins such as WooCommerce, Easy Digital Downloads and ACF. These plugins are extensible, and you can easily tell because numerous other plugins in WordPress’ plugins directory add functionality to them. They also provide a wide array of action and filter hooks that modify various aspects of the plugins. The rules of thumb I’ve enumerated above have come up in my study of them.
Here are a few takeaways to make your plugin extensible:
Follow the open/closed principle. Other people shouldn’t have to edit your code in order to modify something.
To make your plugin extensible, add hooks in these places:
around and within major processes,
when building the output HTML,
for altering post or database queries,
before returning values from a function.
Namespace your hooks’ names with the name of your plugin to prevent naming conflicts.
Try passing other variables that are related to the hook, so that other people get some context of what’s happening in the hook.
Don’t forget to document your plugin’s hooks, so that other people can learn of them.
Here are some resources if you want to learn more about extending plugins:
Regardless of what product or service you are offering, the above quote stands true for all ecommerce players. Trust plays a key role to increase the conversion rate on your checkout page, getting more revenue and more customers from your existing traffic base. And that happens when your visitors trust your brand. Trust plays a very significant role at every step of a user journey. If your target audience doesn’t trust your brand, they might not visit your website. And even if they land on your website, they might not purchase from you.
What happens when visitors don’t trust you?
Low conversion rate
High cart abandonment rate
High bounce rate
“In eCommerce, everything hinges on trust. If they don’t trust you, they won’t buy from you.”
So how do you earn the trust of your visitors and motivate them to buy your product?
Building trust is a long-term process, and it doesn’t happen overnight. However, there are some actionable tips that can be given a shot. Some time ago, we created this exhaustive list of tips for eCommerce brands. Among these, adding a trust seal on the checkout page to convince potential customers that the process is safe and secure can be a great option.A survey conducted by Matthew Niederberger on Actual Insights found that “61% of participants said they have at one time NOT completed a purchase because there were no trust logos present.”
What Is a Trust Seal/Trust Badge?
A trust seal, sometimes called a secure site seal, is something you’re likely already familiar with if you’ve ever noticed small badges displayed on a website, particularly on store or payment pages.
Our client, Uptowork, experienced a great deal of results by earning visitors’ trust by following the same approach. Let’s see how they did it.
Background: The Company
Uptowork is a a career site and online resume building platform. The platform is easy to use, fast, and professional. Uptowork targets all types of job aspirants, especially especially those, who struggle with building their resume in traditional text editors. You can always refer to their blog for some quick tips for your resume. Most of the traffic coming to Uptowork website is organic and through AdWords.
Investigating and Identifying the Issue
Although organic medium was paying off well for them by getting substantial traffic, they wanted to improve the percentage of visitors making a purchase and converting into customers besides the surprisingly high cart abandonment rate.
When they analyzed their visitor journey, they noticed that a lot of visitors are checking out the product and adding it to their carts, but not making the final purchase. This resulted in a high cart abandonment rate and low conversion rate.
The Uptowork team tried making a couple of changes on the website and closely analyzed the GA data to see if it worked.
They made some changes, but GA and other tools were not capable enough to give them all the answers.
They also did not A/B test them, so there was no direct comparison that could be made.
All this made them doubt the data they had.
Finding the Gap
The Uptowork team understood that there was a huge gap between what the brand wanted to convey and what the visitors perceived. They understood that the one thing lacking was visitor trust on the website.
The key idea was to completely redesign the cart page and add a McAfee trust badge on their cart page to convey a sense of security to its visitors.
“We added a McAfee badge to our cart with the assumption that it will reduce the percentage of people leaving the cart. And it did “
Bases on their research they came up with hypothesis of adding a McAfee badge to gain visitor’s trust. They hoped that adding a McAfee badge will ensure a secure payment gateway for visitors and uplift the brand image. And thus, reduce the cart abandonment rate and increase conversion rate.
“While we were hoping for the badge to work, we had our doubts about how such a small change will make any impact”
Implementing and Testing
Almost a month-long test was ran for their entire user base with the help of VWO AB testing capability.
The results of this test perfectly aligned with its hypothesis. Adding the McAfee seal reduced its abandoned cart rate and increased the conversion rate by 1.27 %.
“We were almost sure that such a small badge wouldn’t have any impact on our bottom line. If it wasn’t for the test we would just remove it and wonder what happened to our sales. VWO made it really easy to prepare the test and track the results.”
The team believed that visitors recognize this badge from other places, and it builds a sense of security.
“We aren’t a huge brand (yet!) and trust is still something we have to take care about. Using visual cues like that can bring that little extra reassurance we need.”
“We use VWO to test any visual or content changes that might impact our bottom line. It turns lengthy discussions about what should we do into easy to setup tests that bring results to the table, not opinions. I think this has been the biggest value we got out of using VWO (along with the hundreds of dollars we managed to save on mistakes we would’ve made without it!).”
When a small change inspired from a blogpost showed such impact on the conversion rate, you can just imagine the impact of a planned conversion rate optimization for eCommerce.
“Trust comes from delivering everyday on what you promised as a manager, an employee and a company.”
It’s quite popular these days, and dare I say a damn fine idea, to build sites with components. Rather than building out entire pages one by one, we build a system of components (think: a search form, an article card, a menu, a footer) and then piece together the site with those components.
Static sites are all the rage these days, and rightfully so, as they are fast, secure, and inexpensive to host. Even Smashing Magazine is a static site, believe it or not!
Let’s take a walk through a site I built recently using this technique. I used CodePen Projects to build it, which offers Nunjucks as a preprocessor, which was perfectly up for the job.
A Four-Page Site With A Consistent Header, Navigation, And Footer
HTML alone doesn’t have a good solution for this. What we need are imports. Languages like PHP make this simple with things like <?php include "header.php"; ?>, but static file hosts don’t run PHP (on purpose) and HTML alone is no help. Fortunately, we can preprocess includes with Nunjucks.
It makes perfect sense here to create a layout, including chunks of HTML representing the header, navigation, and footer. Nunjucks templating has the concept of blocks, which allow us to slot in content into that spot when we use the layout.
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>The Power of Serverless</title>
<link rel="stylesheet" href="/styles/style.processed.css">
% include "./template-parts/_header.njk" %
% include "./template-parts/_nav.njk" %
% block content %
% endblock %
% include "./template-parts/_footer.njk" %
Notice the files that are included are named like _file.njk. That’s not entirely necessary. It could be header.html or icons.svg, but they are named like this because 1) files that start with underscores are a bit of-of a standard way of saying they are a partial. In CodePen Projects, it means they won’t try to be compiled alone. 2) By naming it .njk, we could use more Nunjucks stuff in there if we want to.
None of these bits have anything special in them at all. They are just little bits of HTML intended to be used on each of our four pages.
<p>Just a no-surprises footer, people. Nothing to see here.<p>
Done this way, we can make one change and have the change reflected on all four pages.
Using The Layout For The Four Pages
Now each of our four pages can be a file. Let’s just start with index.njk though, which in CodePen Projects, will automatically be processed and create an index.html file every time you save.
Here’s what we could put in index.njk to use the layout and drop some content in that block:
That will buy us a fully functional home page! Nice! Each of the four pages can do the same exact thing, but putting different content in the block, and we have ourselves a little four-page site that is easy to manage.
For the record, I’m not sure I’d call these little chunks we re-using components. We’re just being efficient and breaking up a layout into chunks. I think of a component more like a re-usable chunk that accepts data and outputs a unique version of itself with that data. We’ll get to that.
Making Active Navigation
In our _layout.njk we have the body output a class name as a variable:
<body class=" body_class }">
Then before we call that layout on an indivdiual page, we set that variable:
% set body_class = "home" %
% extends "_layout.njk" %
Let’s say our navigation was structured like
Now we can target that link and apply special styling as needed by doing:
body.home .nav-home a,
body.services .nav-services a /* continue matching classes for all pages... */
/* unique active state styling */
Oh and those icons? Those are just individual .svg files I put in a folder and included like
% include "../icons/cloud.svg" %
And that allows me to style them like:
Assuming the SVG elements inside have no fill attributes already on them.
Authoring Content In Markdown
The homepage of my microsite has a big chunk of content on it. I could certainly write and maintain that in HTML itself, but sometimes it’s nice to leave that type of thing to Markdown. Markdown feels cleaner to write and perhaps a bit easier to look at when it’s lots of copy.
This is very easy in CodePen Projects. I made a file that ends in .md, which will automatically be processed into HTML, then included that in the index.njk file.
We need to create some “cards” based on a simple template, so we can build things like this:
Building a repeatable component like that in Nunjucks involves using what they call Macros. Macros are deliciously simple. They are like as if HTML had functions!
The whole idea here is to separate data and markup. This gives us some pretty clear, and tangible benefits:
If we need to make a change to the HTML, we can change it in the macro and it gets changed everywhere that uses that macro.
The data isn’t tangled up in markup
The data could come from anywhere! We code the data right into calls to the macros as we’ve done above. Or we could reference some JSON data and loop over it. I’m sure you could even imagine a setup in which that JSON data comes from a sort of headless CMS, build process, serverless function, cron job, or whatever.
Now we have these repeatable cards that combine data and markup, just what we need:
Make As Many Components As You Like
You can take this idea and run with it. For example, imagine how Bootstrap is essentially a bunch of CSS that you follow HTML patterns in which to use. You could make each of those patterns a macro and call them as needed, essentially componentizing the framework.
You can nest components if you like, embracing a sort of atomic design philosophy. Nunjucks offers logic as well, meaning you can create conditional components and variations just by passing in different data.
In the simple site I made, I made a different macro for the ideas section of the site because it involved slightly different data and a slightly different card design.
A Quick Case Against Static Sites
I might argue that most sites benefit from a component-based architecture, but only some sites are appropriate for being static. I work on plenty of sites in which having back-end languages is appropriate and useful.
One of my sites, CSS-Tricks, has things like a user login with a somewhat complex permissions system: forums, comments, eCommerce. While none of those things totally halt the idea of working staticly, I’m often glad I have a database and back-end languages to work with. It helps me build what I need and keeps things under one roof.
Go Forth And Embrace The Static Life!
Remember that one of the benefits of building in the way we did in this article is that the end result is just a bunch of static files. Easy to host, fast, and secure. Yet, we didn’t have to give up working in a developer-friendly way. This site will be easy to update and add to in the future.
CodePen Projects handles all the Nunjucks stuff we talked about here, and also things like Sass processing and image hosting, which I took advantage of for the site. You could replicate the same with, say, a Gulp or Grunt-based build process locally. Here’s a boilerplate project like that you could spin up.
With Facebook making some serious changes in 2018, marketers are beginning to look toward other channels for generating attention. I truly believe we’ll see a shift from Facebook to SEM in the coming months. People will begin investing in SEO, link-building and – of course – AdWords. But PPC has always been a challenge. Competition continues to increase as new startups enter existing spaces. Not to mention the industry Goliath’s expanding their reach into new markets. We recently analyzed 30,000 PPC accounts to see what the highest performers all had in common. While the use of machine learning helped control parameters…
Over the last few years, I ran several usability studies with participants with various disabilities. I thought it would help others if I shared some of my experiences.
In this article, I provide lessons learned or tips to consider in planning and executing usability testing with participants with disabilities. The lessons learned are divided into general that can apply to all types of disabilities; and lessons learned for three specific disability categories: visual, motor, and cognitive. These tips will help you regardless where you work: If you work with an established user research team where usability testing is part of your design process or if you work on your own with limited resources but want to improve the quality of the user research by expanding the diversity of participants.
Several of our clients from a state government agency to several fortune 500 companies came to us at the User Experience Center (UXC) for help with their websites. They wanted to make sure users with disabilities could access their site and accomplish their goals.
There are many different kinds of disabilities, however, there is a general agreement to categorize people with disability into four general categories: visual, auditory, motor (also referred to as “physical”), and cognitive. There are different conditions and much variability within each category, e.g., within visual disabilities, color blindness, low vision, and blindness. There is also a distinction as to when a disability is contracted, e.g., a person who was born blind as opposed to one who lost vision later on in life.
Furthermore, as we age or encounter unique situations (such as multi-tasking), we may have a similar experience to people we think of as disabled. Therefore, disabilities should be thought of as a spectrum of abilities that should be accounted for during the design of all user interfaces and experiences.
Typically, in order to ensure that disabled people can use their digital products and services, companies aim for compliance with accessibility guidelines such as the Web Content Accessibility Guidelines (WCAG 2.0). While this is critical, it is also important to have users with disabilities try to accomplish real tasks on the site in usability testing. There may be gaps in the overall user experience…
Think about the typical doors found in buildings. How many times have you tried to open a door one way and realized they actually open the other, for example, push instead of pull. Technically the door is accessible, but it is usable?
In most ways, usability testing with this segment of the population is no different than testing with anyone else. However, there are several areas you need to pay just a bit more attention to so your sessions run smoothly. The lessons or tips are broken down into general ones that can apply to all participants and specific tips for various disability types such as visual, motor, and cognitive.
General Lessons Learned
1. Ensure a baseline level of accessibility before usability testing
Ensure a baseline level of accessibility before usability testing: Planning usability testing, especially recruiting participants can take time both for the project team and the recruited participants.
Two good examples of basic accessibility issues that should be addressed prior to usability testing are:
Missing alternative (alt) text. Usability testing can be used to see if the alt text used is appropriate and makes sense to participants, but if all the participants are doing is confirming that the alt text is missing then this is not a good use of their time.
Appropriate color contrast. All page designs should be reviewed beforehand to make sure all foreground and background colors meet WCAG 2.0 AA color contrast ratios.
2. Focus the recruiting strategy
If you work with an external recruiter ask them if they have experience recruiting people with disabilities; some do. If you are recruiting internally (without an external recruiter), you may need to reach out to organizations that have access to people with disabilities. For example, if you need to recruit participants with visually disabilities in the United States, you should contact a local chapter of the National Federation of the Blind (https://nfb.org/state-and-local-organizations) or a local training center such as the Carroll Center for the Blind in Massachusetts (http://carroll.org/). If you use social media to advertise your study, a good approach is to use the hashtag #a11y (stands for accessibility — there are 11 letters between the “a” and “y”) in your post.
3. Bring their own equipment/assistive technology
Allow and encourage participants to bring their own equipment such as their own laptop, especially if they use assistive technology. This way, you can truly see how people customize and use assistive technology.
4. Have a backup plan for assistive technology
As stated above in #3. It is best if participants can bring their own equipment. However, it is always wise to plan for the worst, for example, if a participant does not bring their equipment or if there is a technical problem such as you can’t connect their equipment to your Wi-Fi network. In the case of visually impaired participants, install assistive technology (AT) such as screen reader software they will be bringing in on a backup PC. For many of the AT software packages, you can get a free trail that should cover you for the usability testing period. This has saved us several times. Even though the configuration was different than what the participants had, we were able to run the session. Participants were quickly able to go into the settings and make some adjustments (e.g., increase the speech rate) and get started with the session.
5. Allow additional time
Provide additional time in-between sessions. Typically we like to reserve 30 minutes between participants. However, when participants plan to bring in their own equipment additional time may be required for setting up and resolving any issues that may arise. When testing with individuals with disabilities, we schedule an hour between sessions, so we have extra time for setting up assistive technology and testing it.
6. Confirm participant needs
Either with the recruiting screener or via email or telephone, confirm what equipment participants will bring in and need to be supplied beforehand. In our lab, we can connect external laptops (that in this case, were outfitted with special accessibility software and settings) to our 1Beyond system via an HDMI cable. In a recent study, all of our participants’ laptops had HDMI ports. However, we forgot to check this beforehand. This is an example of a small but important thing to check to prevent show-stopping issues at the time of the test.
7. Consider additional cost
Depending on the disability type transportation to the usability testing location may add additional burden or cost. Consider the cost of transportation in the incentive amount. If feasible, consider providing an extra $25-$40 in your incentive amount so participants can take a taxi/Uber/Lyft, etc. to and from your location. Depending on access to public transportation and taxi/ride-sharing rates in your area the amount may vary. Our participants came to the UXC in different ways — some more reliable and timely than others.
8. Revise directions
Check the directions you provide for accessibility. Make sure they include an accessible path into your building. Test them out beforehand. Do you need to provide additional signage? If so, ensure all signs are clear, concise, and use plain-language directions.
9. Review the emergency evacuation plan
Review the plan in the event of a fire or other emergency. Map out the emergency evacuation plan in advance.
10. Consider logistics
Consider remote usability testing as an option. One of the benefits of bringing individuals with disabilities into the lab for usability testing is observing first-hand participants’ use of the product or website in question. However, the logistics of getting to your location may be just too much for participants. If it’s possible to test remotely (we typically do this through Zoom or GoToMeeting), it should be considered. This poses the additional challenge of making sure your process for capturing the remote session is compatible with all of the participant’s assistive technology, as well as accessible itself. Troubleshooting remotely is never fun and could be more difficult with this segment of the population.
11. Hearing impaired participants
Some participants may have a hearing impairment where the position of the moderator and participant is critical for adequate communication. In the case of hearing-impaired participants, it is important to get their attention before talking to them and also to take turns when engaging in conversation.
Lessons Learned For Participants With Visual Disabilities
Participants with visual disabilities range from people who are blind and use screen readers such as JAWS, to people that need to the text or the screen to be enlarged using software such as ZoomText or relying on the native screen enlargement in the browser. People that are color-blind also fall into this category.
For any documents needed prior to the study such as the consent form, send via email beforehand and ask them review and send back in lieu of a physical signature. If you don’t, be prepared to read aloud the consent form and assist in signing the documents for some participants.
Make sure directions provide step-wise directions; do not rely only on graphical maps as these may not be accessible.
For all documents, make sure color is not used as the sole cue to convey information. Print out all documents on a black and white printer to make sure color is not required to make sense of the information.
Get participants mobile phone numbers in advance and meet them at their drop-off point. Be prepared to guide them to the testing location. Review best practice for guiding blind individuals:
While Braille documents can be helpful for participants that read Braille, the time and cost involved may not be feasible. Furthermore, all blind people do not read Braille, especially people that have lost sight later in life. It is best to make sure all documents can be read via a screen reader. Unless you are sure if there are no accessibility issues avoid PDF documents and send out simple Word documents or text-based emails.
If participants bring guide dogs do not treat them as pets, they are working. Provide space for the dog and do not pet it unless the participant gives you permission.
Make sure to explain beforehand any sounds or noise that are or may be present in the room such as unique audio from recording software. This may avoid the participant from becoming startled or confused during the session.
Initially when I started to work with blind participants I was worried my choice in language might offend. However, over the years I have learned that most blind participants are fairly relaxed when it comes to speech. Therefore, during moderation do not be afraid to use phrases such as “see” or “look” and similar words when talking to blind participants; for example, “please take a look at the bottom of the page” or “what do you see in the navigation menu?” In my experience, blind participants will not be offended and will understand the figurative meaning rather than the literal meaning.
Test out all recording equipment/processes beforehand. Ensure all audio including both human speech in the room and audio/speech from AT such as screen readers will be recorded correctly. During testing of the equipment adjust the locations of the microphones for optimal recording.
Lessons Learned For Participants With Motor Disabilities
Motor disabilities refer to disabilities that affect the use of arms or legs and mobility. These individuals may need to use a wheelchair. Some people may not have full use of their hands or arms and cannot use a standard mouse and keyboard. These people may need to voice recognition software which allows to use voice input or use a special pointing device, for example, one that is controlled by their mouth.
In the directions, make sure the route is accessible and routes them via elevators rather than stairs. Also, if participants are driving note the location of accessible parking.
Note if doors have accessible door controls. If not you may need to meet the participant and guide them to the testing location.
Make a note of the nearest accessible restrooms to the testing location.
As with all participants with disabilities, it is best if they can bring in their own laptop with their assistive technology software installed and any other required assistive technology. However, in the case of participants (such as Adriana in Figure 3) that use voice recognition software such as Dragon Naturally Speaking this is critical because they have trained the software to recognize their voice.
Make sure the desk or table where the participant will be working can accommodate a wheelchair and the height is adjustable. According to the American with Disabilities Act (ADA), conference tables must be 27 inches high in order to accommodate knee clearance for individuals in wheelchairs..
Lessons Learned For Participants With Cognitive Disabilities
Individuals with these disabilities cover a wide range of relatively mild learning disabilities such as Dyslexia to individuals with a more profound cognitive disability such as Down syndrome. In general, people with cognitive disabilities have challenges with one or more mental tasks. Rather than looking at specific clinical definitions it best to consider functional limitations in key areas such as memory, problem-solving, attention, reading or verbal compensation. Consider how best to accommodate participants during usability testing. Many of the tips below should also apply to all participants, however for this group you need to be extra aware.
Sometimes participants will be accompanied by a caretaker or an aide. This person may assist with transportation or may need to be present with the participant during the usability test. If the caretaker is present during the usability test, make sure they understand the structure of the usability test and what will be required of the participant. If you know the participant will be accompanied before the study, you review the goals and protocol prior to arrival via email or phone. That is as much as possible the participant should be one conducting the usability testing, and the caretaker should not be involved unless it is completely necessary.
In some cases, the caretaker or aide may act like an interpreter. You may need to communicate with this interpreter in order to communicate with the participant. If this is the case, make sure you record the audio coming from both the participant and the interpreter.
Provide instructions in multiple modalities, for example, both written and verbal. Be patient and be prepared to repeat the task or ask the same question multiple times.
Be prepared to break tasks into smaller sub-tasks to support memory/attention challenges or fatigue that may set in.
Ideally, it is best to be consistent with tasks for all participants however for some participants with cognitive disabilities you should be prepared to go off-script or modify tasks on the fly if the current approach is not working.
Have the participant’s comfort and well-being the number one priority at all times. Don’t be afraid to take multiple breaks or end the session early if things are just not working out or the participant is not comfortable.
The tips above should serve as guidelines. Each participant is unique and may require various accommodations depending on their situation. Furthermore, while some of the tips are categorized for specific disability types, specific individuals may have multiple disabilities and/or benefit from a tip from a different category than their primary disability.
If you or your company have conducted user or customer research, you know the value of gathering feedback about the issues and benefits of products and systems. Testing with individuals with disabilities is no different, as you learn many insights that you would not gain otherwise. However, an additional takeaway for us was the realization that people use assistive technologies in different ways. The following example is specific to people with visual disabilities, but there are similar examples across all groups.
An assumption might be someone that is blind only uses a screen reader such as JAWS and is an expert at it. We found that people with visual impairments actually differ greatly in the level of support needed from assistive technology.
Some users need a screen reader for accessing all content.
Some users (with more sight/with low vision) only need to enlarge content or invert page colors to increase contrast.
Others may need a combination of approaches. One visually impaired participant used both a screen reader along with the zoom function embedded in the web browser. She only used a screen reader for large paragraphs of text, but otherwise simply zoomed in with the web browser and got very close to the screen when navigating around the website.
Furthermore, just like anyone, all users are not experts on the software they use. While some users would consider themselves experts, some only learn enough about the software to accomplish what they need and no more.
Hopefully you have learned some useful information that will help you include more diversity into your usability testing. However, since there is variability with different disabilities, this may seem overwhelming. I recommend starting small; for example by including one or two participants with disabilities as part of a larger group of 5 to 10 participants. In addition, initially bring in someone that has both experience with usability testing and a lot of experience with their assistive technology so you can focus on getting their feedback rather than how the usability testing process works or their use of their assistive technology.
I would like to thank Jocelyn Bellas, UX Researcher at Bank of America and Rachel Graham, UX Researcher at Amazon. When Rachel and Jocelyn worked at the User Experience Center as Research Associates in 2016, they worked with me on some of the projects referenced in this article and also contributed to a related blog post on this topic.
As technologies change and design techniques evolve, it’s inevitable that we’d experience massive growth in terms of design quality. There are similar parallels we can see within video game design as well. For instance:
This was CERN, the very first website back in 1991. Just some basic HTML and ample white space:
This example from Smashing Magazine is how we design websites and share information online in 2018:
Now, if you look at the history of video game design, you’ll note a similar track; one in which early games like Pong were incredibly simplistic and devoid of any real story:
But now there are games like Grand Theft Auto that put players in the actual driver’s seat, allowing them to control the pace, direction, and outcomes of their experience:
As technologies improve and design techniques evolve, improvements in digital design are inevitable. What is truly impressive, however, is how we are now able to use design to tell a story. In other words, we no longer need to use long scrolls to set up plots or describe what a company does. This is especially great when designing for the mobile experience, which already sets pretty strict limits on how much we can “tell” versus “show.”
In this article, I want to look at three ways in which video game designers get the storytelling aspect of design right, and how web designers can use these techniques to provide users with an immersive experience and drive them more quickly and effectively to conversion.
Three Video Game Storytelling Techniques We Need More Of In Web Design
Video games have come a long way since they were introduced in the late ‘70s in terms of graphics, user controls and, of course, story development. With video game design evolving around the same time as web design, there are similar features and trends that can be found between the two. The only thing is, I don’t know if many web designers think to look to video games for design tips.
Granted, the overwhelming use of shocking colors and cheesy dialogue won’t work that well when you’re developing a professional website. However, it’s the way in which video game designers tell a story with design elements — and effectively guide players to the end by using those elements — that we need to pay attention to.
As your visitors’ attention spans shorten and demand grows for more engaging experiences, web designers can greatly benefit from using these storytelling techniques on the web and, more importantly, for mobile.
1. Make Your Visitor the Hero
Ever since the early days of video games, the goal was to put the player in the front seat and to let them be the hero of the story.
The player was always the hero (i.e., PAC-MAN), and his or her mission was to work through the situation (i.e., to fight the ghosts) and get to the end.
The same holds true for modern gaming as well, though many games go the route of giving players the impression they have control over their heroic journey. A good example of this are the Telltale games.
Basically, each of their games is crafted around a well-known story. In the example above, the game is based on the events that unfold in the T.V. show Game of Thrones. Throughout the game, players are called upon to step into the world and make active choices about what happens next. Sometimes this is through dialogue (at 6:00), and sometimes it happens through action (at 11:55).
In the end, every player of the game ends up at the same place regardless of which way they turn or what line they utter. This doesn’t make the experience any less enthralling for the player as they are actively engaged throughout, and there is a reward in the end — even if it’s one they share with every other person who has played this game.
That’s exactly what websites should do for their visitors, right? They allow visitors to take full control over the experience so that they want to get to the end. For the web, this translates to conversion. And the best way to do this, as evidenced by video games, is to give visitors the ability to pick and choose how they traverse through the story.
Here are some ways in which you can do this with web design:
Create User Personas
Develop user personas before you do anything else when strategizing and planning for a website. Your personas should have a key “problem” they face. It’s then your job to establish the user’s journey in a way that helps them discover solutions to that problem.
Enable Avatar Setup
For those of you with websites that allow for users to create profiles, this is a great opportunity to enable them to define their own unique identity. Allow them to upload a photo of themselves and to personalize their profile. You can also give them different access settings which directs what kinds of content they see, what types of offers they receive, and so on.
WordPress membership websites like WPMU DEV are a good example of websites that do this. Users can create their own profiles and earn points and special statuses based on how much work they put into the community.
Use Relatable Content
In video game design, there is something known as “ludonarrative dissonance.” Basically, it “is the unpleasant situation where we’re asking players to do something they don’t want to do… or prevent them from doing what they want.”
You’ve likely encountered this sort of resistance as you’ve designed websites in the past.
You review the analytics and discover high bounce rates on certain pages or even right from within the home page. You discover that there’s a visual element or a line of copy that just doesn’t sit right with your audience. That’s because it’s a disruption in what should be an otherwise immersive experience. By using content that resonates with the visitor, that makes them feel like you’re telling their story, they won’t feel disconnected and want to stray from the goal.
Let’s face it; if you’re building a website on behalf of a business or other professional entity, you don’t have some dramatic tale to spin like a video game does. And that’s fine.
Consumers aren’t visiting websites in order to get caught up in hours of epic storytelling. That said, they do still expect to be engaged by what you’re sharing with them.
So, why not depict a fantastic scenario through visual storytelling? The brain digests visual content 60% more quickly than written content, so your web designs and other visuals (like video, animation, and so on) are the keys to doing this.
The Airbnb blog always does a great job of this type of visual storytelling.
While every story is probably told through 800 to 1,000 words, it’s also accompanied by highly attractive visuals that tell you something about what you’d experience at this specific destination.
2. Minimize Distractions by Using Symbols
Let’s talk specifically about websites viewed from mobile devices for a second, shall we? As of August 2017, 52.64% of all visits to websites were done via a smartphone. And, starting in 2017, the most popular size for a smartphone was between five and six inches and will only continue to grow in popularity as the years go on.
That’s not a lot of space to fill with content for the majority of site visitors, is it? So, how do you effectively tell a story if you have limited real estate? If we’re to take a page out of the video game design handbook, then we should turn to symbols.
“[O]ne, often overlooked, strong point of game UX is the preference towards symbolism. The ability to transform meaning into symbols was a huge step towards visual decluttering.”
Functional minimalism is already something you’re doing in your own web design efforts, but have you thought about how it can tie into the storytelling aspect as well? When it comes to video games, symbols help clear the way so that players can focus on the story before them. You’ll see this most often in two-dimensional, side-scroller games:
Street Fighter and other fighting games place the health bar at the top:
There are even ones like Virtua Racing and other geographic-dependent games that put their navigation off to the side for players to reference:
As you can see, the use of symbols keeps the gamespace clear and easy to follow along with.
Whether you’re designing mostly for desktop or mobile users, your aim is to design a space that encourages users to follow along and not get caught up in distractions. So, while you might think that full-screen, overlay navigation is a creative choice for your website or the ever-present live chat pop-up will get more engagements, you may be doing yourself a great disservice.
By employing the use of easily recognized symbols throughout your site, you can keep the design clean and clear and distraction-free. The story you’re weaving throughout is the most important thing, and you don’t want to stand in the way of visitors being able to get to it.
The website is for their architecture design firm. Rather than write volumes of text about what they’ve done and how they do it, they allow the images to speak for themselves. They’ve then employed a number of symbols to help visitors continue on to other points of interest in their journey.
Here are some ways in which you might use symbols to declutter your site:
Hamburger icon (for the navigation)
Profile photo icon (for account details)
Pencil icon (for an editing interface)
Gear icon (for settings)
Shopping cart icon (to checkout)
Magnifying glass (to expand the search bar)
Connector icon (to open social sharing and RSS feed options)
Question mark (to expand live chat, search, or help options)
And so on.
One thing to note here is that you don’t want to overdo it with icons. As you can see from the video game examples above, the entire interface isn’t strewn with icons. They’re simply there to hold the place of elements players are already familiar with and will refer to often. That’s the way you should handle icons for your own site. Think about how easy your icons will be to decipher as well as which ones are absolutely necessary. Decluttering doesn’t mean hiding every element under an icon; you simply want to tidy up a bit.
If you’re concerned with the potential for confusion over what your icons mean to users, then use labels, alt text, or tooltips to provide further elaboration to those who need it.
3. Be Smart About How You Use Space
One of the nice things about video games is how they use actual walls and roadblocks to prevent players from navigating into territory where they shouldn’t be. One of my favorite games that does this right now is called LittleBigPlanet. While it is similar to side-scrolling adventures like Super Mario, its design expands beyond the basic two dimensions usually experienced in these kinds of games.
As you can see, the player encounters a number of hard surfaces which then prompt him or her to move back and forth between layers, to climb up various elements, and to find a more ideal route towards the end of the game.
First-person shooter games like Halo also use physical elements to keep players confined to the main gamespace and on track to completing the mission and story.
As a web designer, you don’t have the luxury of crafting walls around the user’s journey on your site. That said, you don’t have to design a website and leave it all to chance. There are ways to steer visitors through a direct path to conversion.
Kill Screen did an interesting write-up about the art of spatial storytelling in video games. In it, writer Sharang Biswas explained the idea that “Spaces can be designed. They can be made to promote certain pathways, encourage specific behaviors, even elicit emotional reactions.”
There are a number of ways in which you can do this with design:
Use a Spotlight
In video games, you can use light and darkness to draw attention to important pathways. On websites, it’s not always easy to employ the use of lightness or darkness as too-dark of a design or too-light of text could lead to a bad user experience. What you want to do instead is create a “spotlight” of sorts. You can do this by infusing a key area of your design with a dramatic color or a boldly stylized font.
In a site that’s otherwise pretty light in color usage, Kappow does a nice job using it to highlight two key areas of the site where it’s clear visitors should visit: its case studies.
If you’ve ever played a horror video game before, you know how critical the element of sound can be for it. Here’s an example of how Until Dawn uses sound (as well as visual footprints) to try to steer the player in the right direction:
In all honesty, I’m not a big fan of music on websites, even if they’re from auto-play videos that I visited the website for in the first place. I’m sure I’m not the only one who feels this way as there aren’t many websites that employ the use of background music or auto-play audio anymore.
That said, while you might not be able to direct visitors down the page with the sound of something playing down below, you can use other elements to lead them. For one, you can use interactive elements like animation to draw their attention to where it needs to go. Let’s take a game like Angry Birds, for example.
See how the little red birds are hopping up and down while they wait their turn? It’s a subtle gesture, but one that is sure to draw first-time players’ attention to the area of the screen in which they should directly interact if they want to move on to the next level. Animation on a website would work just as effectively if you’re trying to lure visitors’ eyes down to a key element like a contact form or a clickable button.
But it doesn’t just have to be animation. Other video game designers simply plant clues around the landscape to steer players through the journey. I’m not suggesting that your site start hiding Easter eggs all over the place. Instead, you may want to think about using subtle arrows or lines that define the space in which visitors should “play” and then move down through.
Employ a Mascot
For some brands, it might make sense to employ the use of an actual mascot to guide visitors through the story. If it’s an already established mascot and it won’t intrude too heavily on the experience, then why not bring it on the journey to ensure that visitors are checking in at all the right spots?
Or you can do like BarkBox and use a series of related mascots to guide visitors through different parts of the site (especially the signup and subscription process).
As attention spans shorten and visitors just want to get to the good stuff on a website, designers have to get more creative in how they communicate their website’s “story.” Ideally, your web design will do more showing of that story instead of telling, which is how video game design tends to succeed in this matter.
Remember: Storytelling isn’t just relegated to big brands that can weave bright and shiny tales about how consumers’ lives were changed with their products. Nor is it just for video game designers that have hours of gameplay to develop for their audiences. A story simply needs to convey to the end-user how their problem can be fixed by your site’s solution. Through subtle design strategies inspired by video game storytelling techniques, you can effectively share and shape your own story.
How many articles have you read recently about the “conversion funnel”? Probably a lot. If you regularly read marketing blogs, it can sometimes feel like you’re hearing, seeing, and having the term “conversion funnel” shoved in front of your eyeballs constantly. I personally come across conversion funnel information multiple times per day when I’m focused on research and reading. It seems like every marketer in existence wants to be sure I don’t forget about this part of my strategy. So why is this? The short is answer is that an optimized conversion funnel is critical to your online marketing success. You might be…
At some point in your career, most web designers and developers can relate to issues with scope creep, unexpected project delays, client relationships breaking down, and unpaid invoices. The good news is that there’s an insurance policy to help with these scenarios. In the UK, we call it “professional indemnity insurance.” Elsewhere, it can be called “professional liability” or “errors and omissions insurance.”
Let’s explore what this insurance is and how it’s designed to keep web professionals in business. I’ll also be sharing real stories of businesses who were glad they had insurance.
What Is Professional Indemnity Insurance?
Professional indemnity insurance protects your business from screw-ups and problem clients.
Let’s say a client threatens legal action, claims loss of income or damages due to a service you provided. Even if you’re in the wrong, professional indemnity steps in to ensure the consequences to your business aren’t crippling.
It’s also important to distinguish what professional indemnity insurance isn’t. After all, business insurance is an umbrella term for different types of cover. One of those covers is public liability insurance — or general liability insurance as it’s known in the US.
Public liability insures your business against claims of:
physical injury to clients and members of the public
accidents on your work premises
damage to third-party property.
This is a popular cover for those who have clients visit their office or those who work from client premises. However, in this article, we’re focusing exclusively on professional indemnity.
How Can Insurance Help Me If I’m A Designer Or Developer?
Business insurance isn’t often talked about in web circles. I think it’s because insurers have focused their products and user experience on traditional industries. A lot of the information out there isn’t relevant to those of us working in digital.
To add to that, people don’t equate working with a computer as being a danger or massive liability. Especially when you have all of your clients sign a contract. This can lull designers and developers into a false sense of security. A common objection I hear from web professionals when talking about insurance is:
I can’t cause any damage as a web designer. For anything that does go wrong, I have a clause in my contract that says I’m not liable.
Firstly, I have to debunk the myth of not needing to have insurance because you work with a contract. Contracts don’t alleviate you from liability. They’re useful for laying the foundation of what duties are expected of both parties, but insurance steps into action when those duties come into question.
With every scenario I’m sharing today, they all had the following in common:
A contract was signed by both parties.
They had years of experience in their profession.
They were professionally insured, but never expected to have to use their insurance.
Below are real stories of how professional indemnity insurance helped these designers and developers.
A developer built a web platform to spec, but the client complained of missing functionality.
The developer agreed to build the perceived missing functionality for a further fee, but the client believed it should have been included in the initial build. Not only did the client refuse to pay the remaining invoice, but they threatened legal action if the developer didn’t cooperate.
Having professional indemnity insurance meant that the developer had a team of legal experts behind him. They helped the developer communicate with his client to avoid the problem escalating.
The developer’s professional indemnity policy also had a mitigation costs clause. This meant the insurer paid the amount owed to him by his client, which was thousands of pounds.
Designers and developers often work to tight deadlines. Missing deadlines can cause problems if the project has an important launch date.
A creative agency was hired to design a website, but the project started to unravel. Key members of the team left part way through the project and the pace of the work being completed slowed down.
While the website was delivered in time for launch, it was missing a lot of major features. The client said it wasn’t fit for purpose.
After wasting money on a marketing campaign for the launch, the client refused to pay the final invoice. They also incurred extra expenses from hiring new contractors to complete the website’s missing features.
The client threatened to involve solicitors if the agency pursued payment.
The unpaid invoice was settled by the insurer under the mitigation costs clause of their professional indemnity policy. The insurer also provided the agency with legal advisors to confirm with the client that the project is considered at an end.
Client Relationships Breaking Down
This is a common catalyst for professional indemnity claims. Even if we spot a few amber flags, we like to believe we can make our client relationships work and projects run smoothly. However scary it is, sometimes you have to burn bridges with a client.
A designer did this when working with a client they felt didn’t respect them. An ever-changing scope, long hours, and poor pay lead to a breakdown in the relationship. What had started off as a promising project was now a strained working relationship and source of stress. The designer decided to walk away from the project.
Unfortunately, that wasn’t the end of things. The client wanted to be reimbursed for the money they had already paid to the designer. They also wanted damages for the loss of income due to a delayed launch and compensation for hiring other contractors to complete the project.
A team of legal experts was arranged by the insurer to deal with the designer’s client. A settlement was agreed out of court, which was also covered by the insurer.
What Does A Professional Indemnity Policy Insure Against?
Professional indemnity insurance is a meaty policy, so it isn’t feasible to cover every scenario here. At its core, it’s designed to put your business back in the same financial position after a loss as it was in before a loss. As you can see from the stories above, a loss can be legal fees, client damages, compensation or even unpaid invoices. However, this has to stem from a client expressing dissatisfaction with your work.
While all professional indemnity policies differ, let’s look at some of the key features you can expect to see.
If a client makes a claim against you, your professional indemnity policy will pay the defence costs. This isn’t just for situations that have escalated to court. Insurers want to solve problems before they get to that stage, so they’ll provide a team of legal experts to help negotiate terms with your client.
Intellectual Property Infringement
Web and graphic designers are vulnerable to arguments over copyright infringement, whereas developers could get into disputes over who owns the code. This clause covers claims against copyright infringement, trademarks, slogans, and even domain names.
If you read the stories above, you’ll have seen mitigation costs mentioned where unpaid invoices were paid by the insurer. If a client is dissatisfied with your work, refuses to pay any or all your fees and threatens to bring a claim against you, professional indemnity may pay the amount owed to you by your client. This is only if the insurer believes it will avoid a claim for a greater amount.
Negligence covers a broad spectrum, but think of this as a warranty for any mistakes you make that lead to an unhappy client.
Unintentional Breach Of Contract
Breach of contract can take many forms. It could be something as simple as failing to deliver a project on time or not meeting the client’s expectations. Any breach of contract may entitle the client to make a claim against you.
Some Practical Tips For Buying Insurance
The first question people ask when it comes to buying insurance is, “How much should I insure my business for?”. The level of cover will typically start at £100,000 and can go well into the millions. It can be a difficult question to answer, but there are factors that can help you arrive at a reasonable figure.
If your client contract has an insurance clause, it’s usually for £1,000,000 of professional indemnity. This is the base level of cover a client would expect. It’s the most common level of cover I see businesses buy.
Types of Clients
What type of clients are you working with? Is it large corporations with in-house legal teams, or local small businesses? It’s not unwise to assume the larger companies pose a bigger threat, therefore should have a higher level of cover. You may also find that larger companies will have an insurance clause in their contract.
Type Of Work You Do
A developer building a payment platform will potentially face a bigger risk than somebody designing a website to showcase a restaurant’s menu. Does your work involve dealing with sensitive information or higher-cost products? Are businesses depending on your service to generate income for them?
If it feels like I’ve skirted around answering this, it’s because there isn’t a straightforward figure. A lot of insurers will simply tell you to buy what you’ve budgeted for. If in doubt, consider a base level of £1,000,000 and periodically evaluate your clients and type of work you do. Most insurers allow you to make a mid-term adjustment part way through your policy to increase your level of cover.
Other than the cost of insurance, there are a few other factors to be aware of when buying insurance.
Insuring More Than One Activity
The web is a multi-disciplinary industry. You should be looking for a policy that can cover your various activities. A web developer may also provide web hosting. A designer may also offer consulting services. If you fall outside of the typical box, you might find it useful talking to a broker or using a service like With Jack where your policy can be customized instead of using an online comparison site.
Insuring Your Work Worldwide
By default, professional indemnity policies in the UK exclude US jurisdiction. If you’re working with US clients under US contract law, look for an insurer that can lift the jurisdictional limit from your policy, so you’re insured worldwide. Just beware that it will increase your premium.
Your Policy Can Adapt To Your Needs
Insurance can be flexible. Don’t delay buying insurance because you’re thinking of switching from sole trader to Limited company down the line, or because you’re waiting to add a new service to your business. A good insurance company will allow you to adjust your policy, adapting it as your business changes and grows.
How Insurance Can Help You Build A Bulletproof Business
Whenever I see newcomers ask for advice on starting their business in the web industry, I see a lot of suggestions that look like this:
“Get an accountant immediately.”
“Build a network!”
“Have your clients sign a contract.”
“Monitor your cashflow!”
This is all great advice, of course, but rarely do I see anybody mentioning getting insured. Insurance should be a crucial part of any professional designer or developer’s toolbox.
Offering your professional services to clients comes with a degree of risk. It’s your responsibility to mitigate that risk. You have to be confident that — if something does go wrong — you can get back to work quickly. There can be issues with mistakes in your work, a relationship going sour or a client claiming they’re unhappy with your service. It doesn’t matter how good you are, these things happen!
This is why I’m sharing these stories — to highlight the importance of being insured. I want to get web professionals not just thinking about insurance, but understanding it. Insurance is something we don’t necessarily want to budget for or consider, yet as professionals, we have to. The stories above show how critical it can be.
So yes, work with a contract. Monitor your cash flow. Have an accountant manage your bookkeeping, but also get insured. There’s little point in building your business only for one problem client or mistake to take it away from you.
It’s happened to the best of us. You return from lunch, pull up your AdWords account, and hover over a keyword only to realize you have a Quality Score of just three (ooof). You scan a few more keywords, and realize some others are sitting at fours, and you’ve even got a few sad twos.
Low Quality Scores like this are a huge red flag because they mean you’re likely paying through the nose for a given keyword without the guarantee of a great ad position. Moreover, you can’t necessarily bid your way into the top spot by increasing your budget.
You ultimately want to see healthy Quality Scores of around seven or above, because a good Quality Score can boost your Ad Rank, your resulting Search Impression Share, and will help your ads get served up more often.
To ensure your ads appear in top positions whenever relevant queries come up, today we’re sharing sage advice from PPC experts Jeff Baum and Diane Anselmo from Hanapin Marketing. During Marketing Optimization Week, they spoke to three things you can do with your landing pages today to increase your Quality Score, improve your Ad Rank, and pay less to advertise overall.
What is Quality Score (and why is it such a big deal?)
Direct from Google, Quality Score is an estimate of the quality of your ads, keywords, and landing pages. Higher quality ad experiences can lead to lower prices and better ad positions.
You may remember a time when Quality Score didn’t even exist, but it was introduced as a way for you to understand if you were serving up the best experiences possible. Upping your score per keyword (especially your most important ones) is important because it determines your Ad Rank in a major way:
Cost Per Click x Quality Score = Ad Rank
To achieve Quality Scores of seven and above you’ll need to consider three factors. We’re talkin’: relevancy, load time, and ease of navigation, which are consequently the very things Diane and Jeff say to focus on with your landing pages.
Below are the three actions Hanapin’s dynamic duo suggest you take to get the Ad Rank you deserve.
Where can you see AdWords Quality Score regularly?
If you’re not already keeping a close eye on this, simply navigate to Keywords and modify by adding the Quality Score column. Alternatively, you can hover over individual keywords to view case-by-case.
Tip 1) Convey the Exact Same Message From Ad to Landing Page
One of the perks of building custom landing pages fast, is the ability to carry through the exact same details from your ads to your landing pages. A consistent message between the two is key because it helps visitors recognize they’ve landed in the right place, and assures someone they’re on the right path to the outcome they searched for.
Here’s an ad to landing page combo Diane shared with us as an example:
Cool, 500 business cards for $8.50—got it. But when we click through to the landing page (which happens to be the brand’s homepage…)
The phone number from the ad doesn’t match the top of the page where we’ve landed.
The price in the ad headline doesn’t match the website’s headline exactly ($8.50 appears further down on the page, but could cause confusion).
While the ad’s CTA is to “order now”, the page we land on has tons to click on and offers up “Free Sample Kit” vs. an easy “Order Now’ option to match the ad. Someone may bounce quickly because of the amount of options presented.
As Jeff told us, the lesson here is that congruence builds trust. If you do everything to make sure your ads and landing pages are in sync, you’ll really benefit and likely see your Quality Score rise over time.
In a second example, we see strong message match play out really well for Vistaprint, wherein this is the ad:
And all of the ad’s details make it through to the subsequent landing page:
In this case:
The price matches in the prominent sub-headline
The phone number matches the ad
Stocks, shapes and finishes are mentioned prominently on the landing page after they’re seen in the ad
The landing page conveys the steps involved in “getting started” (the CTA that appears most prominently).
Overall, the expectations are set up in the ad and fulfilled in the landing page, which is often a sign this advertiser is ideally paying less in the long run.
Remember: Google doesn’t tell you precisely what to fix.
As Jeff mentioned in Hanapin’s MOW talk, Google gives you a score, but doesn’t tell you exactly what to do to improve it. Luckily, we can help with reco’s around page speed, CTAs and more. Run your landing page through our Landing Page Analyzer to get solid recommendations for improving your landing pages.
Tip 2) Speed up your landing page’s load time
If you’re hit with a slow-loading page, you bounce quickly, and the same goes for prospects clicking through on your ads.
In fact, in an account Jeff was working on at Hanapin over the summer, in just one month they saw performance tank dramatically because of site speed. Noticing that most of the conversion drop off came from mobile, they quickly learned desktop visitors had a higher tolerance for slower load times, but they lost a ton of mobile prospects (from both form and phone) because of the lag.
“we saw our ad click costs were going up, because our Quality Score was dropping due to the deficiency in site speed”.
Your landing page size (impacted by the images on your page) tends to slow load time, and—as we’ve seen with the Unbounce Landing Page Analyzer—82.2% of marketers have at least one image on their landing page that requires compression to speed things up.
As Jeff and Diane shared, you can check your page’s speed via Google’s free tool, Page Speed Insightsand get their tips to improve. Furthermore, if you want to instantly get compressed versions of your images to swap out for a quick speed fix, you can also run your page through the Unbounce Landing Page Analyzer.
Pictured above: the downloadable images you can get via the Analyzer to improve your page speed and performance.
Tip 3) Ensure your landing page is easy to navigate
Using Diane’s analogy, you can think of a visit to your landing page like it’s a brick and mortar store. In other words, it’s the difference between arriving in a Nike store during Black Friday, and the same store any other time of the year. The former is a complete mess, and the latter is super organized.
Similarly, if your landing page experience is cluttered and visitors have to be patient to find what they’re looking for, you’ll see a higher bounce rate, which Google takes as a signal your landing page experience isn’t meeting needs.
Instead, you’ll want a clear information hierarchy. Meaning you cover need-to-know information quickly in a logical order, and your visitor can simply reach out and grab what they need as a next step. The difference is the visitor being able to get in and check out in a matter of minutes with what they wanted.
This seems easy, but as Diane says,
“Sometimes when thinking about designing sites, there’s so much we want people to do that we don’t realize that people need to be given information in steps. Do this first, then do that…”
As Jeff suggested, with landing pages, less can be more. So consider where you may need multiple landing pages for communicating different aspects of your offer or business. For example, if you own a bowling alley that contains a trampoline park and laser tag arena, you may want separate ads and landing pages for communicating the party packages for each versus cramming all the details on one page that doesn’t quite meet the needs of the person looking explicitly for a laser tag birthday party.
The better you signpost a clear path to conversion on your landing pages, the better chance you’ll have at a healthy Quality Score.
The job doesn’t really end
On a whole, Diane and Jeff help their clients at Hanapin achieve terrific Ad Rank by making their ad to landing pages combos as relevant as possible, optimizing load time, and ensuring content and options are well organized.
Quality Score is something you’ll need to monitor over time, and there’s no exact science to it. Google checks frequently, but it may be a few weeks until you see your landing page changes influence scores.
Despite no definitive date range, Diane encourages everyone to stay the course, and you will indeed see your Quality Score increase over time with these landing page fixes.