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Website quality assurance: How to make certain your experiments don’t fail before they launch

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Website quality assurance: How to make certain your experiments don’t fail before they launch

Your mobile website optimization guide (or, how to stop pissing off your mobile users)

Reading Time: 15 minutes

One lazy Sunday evening, I decided to order Thai delivery for dinner. It was a Green-Curry-and-Crispy-Wonton kind of night.

A quick google search from my iPhone turned up an ad for a food delivery app. In that moment, I wanted to order food fast, without having to dial a phone number or speak to a human. So, I clicked.

From the ad, I was taken to the company’s mobile website. There was a call-to-action to “Get the App” below the fold, but I didn’t want to download a whole app for this one meal. I would just order from the mobile site.

Dun, dun, duuuun.

Over the next minute, I had one of the most frustrating ordering experiences of my life. Labeless hamburger menus, the inability to edit my order, and an overall lack of guidance through the ordering process led me to believe I would never be able to adjust my order from ‘Chicken Green Curry’ to ‘Prawn Green Curry’.

After 60 seconds of struggling, I gave up, utterly defeated.

I know this wasn’t a life-altering tragedy, but it sure was an awful mobile experience. And I bet you have had a similar experience in the last 24 hours.

Let’s think about this for a minute:

  1. This company paid good money for my click
  2. I was ready to order online: I was their customer to lose
  3. I struggled for about 30 seconds longer than most mobile users would have
  4. I gave up and got a mediocre burrito from the Mexican place across the street.

Not only was I frustrated, but I didn’t get my tasty Thai. The experience left a truly bitter taste in my mouth.

10 test ideas for optimizing your mobile website!

Get this checklist of 10 experiment ideas you should test on your mobile website.




Why is mobile website optimization important?

In 2017, every marketer ‘knows’ the importance of the mobile shopping experience. Americans spend more time on mobile devices than any other. But we are still failing to meet our users where they are on mobile.

Americans spend 54% of online time on mobile devices. Source: KPCB.

For most of us, it is becoming more and more important to provide a seamless mobile experience. But here’s where it gets a little tricky…

Conversion optimization”, and the term “optimization” in general, often imply improving conversion rates. But a seamless mobile experience does not necessarily mean a high-converting mobile experience. It means one that meets your user’s needs and propels them along the buyer journey.

I am sure there are improvements you can test on your mobile experience that will lift your mobile conversion rates, but you shouldn’t hyper-focus on a single metric. Instead, keep in mind that mobile may just be a step within your user’s journey to purchase.

So, let’s get started! First, I’ll delve into your user’s mobile mindset, and look at how to optimize your mobile experience. For real.

You ready?

What’s different about mobile?

First things first: let’s acknowledge that your user is the same human being whether they are shopping on a mobile device, a desktop computer, a laptop, or in-store. Agreed?

So, what’s different about mobile? Well, back in 2013, Chris Goward said, “Mobile is a state of being, a context, a verb, not a device. When your users are on mobile, they are in a different context, a different environment, with different needs.”

Your user is the same person when she is shopping on her iPhone, but she is in a different context. She may be in a store comparing product reviews on her phone, or she may be on the go looking for a good cup of coffee, or she may be trying to order Thai delivery from her couch.

Your user is the same person on mobile, but in a different context, with different needs.

This is why many mobile optimization experts recommend having a mobile website versus using responsive design.

Responsive design is not an optimization strategy. We should stop treating mobile visitors as ‘mini-desktop visitors’. People don’t use mobile devices instead of desktop devices, they use it in addition to desktop in a whole different way.

– Talia Wolf, Founder & Chief Optimizer at GetUplift

Step one, then, is to understand who your target customer is, and what motivates them to act in any context. This should inform all of your marketing and the creation of your value proposition.

(If you don’t have a clear picture of your target customer, you should re-focus and tackle that question first.)

Step two is to understand how your user’s mobile context affects their existing motivation, and how to facilitate their needs on mobile to the best of your ability.

Understanding the mobile context

To understand the mobile context, let’s start with some stats and work backwards.

  • Americans spend more than half (54%) of their online time on mobile devices (Source: KPCB, 2016)
  • Mobile accounts for 60% of time spent shopping online, but only 16% of all retail dollars spent (Source: ComScore, 2015)

Insight: Americans are spending more than half of their online time on their mobile devices, but there is a huge gap between time spent ‘shopping’ online, and actually buying.

  • 29% of smartphone users will immediately switch to another site or app if the original site doesn’t satisfy their needs (Source: Google, 2015)
  • Of those, 70% switch because of lagging load times and 67% switch because it takes too many steps to purchase or get desired information (Source: Google, 2015)

Insight: Mobile users are hypersensitive to slow load times, and too many obstacles.

So, why the heck are our expectations for immediate gratification so high on mobile? I have a few theories.

We’re reward-hungry

Mobile devices provide constant access to the internet, which means a constant expectation for reward.

“The fact that we don’t know what we’ll find when we check our email, or visit our favorite social site, creates excitement and anticipation. This leads to a small burst of pleasure chemicals in our brains, which drives us to use our phones more and more.” – TIME, “You asked: Am I addicted to my phone?

If non-stop access has us primed to expect non-stop reward, is it possible that having a negative mobile experience is even more detrimental to our motivation than a negative experience in another context?

When you tap into your Facebook app and see three new notifications, you get a burst of pleasure. And you do this over, and over, and over again.

So, when you tap into your Chrome browser and land on a mobile website that is difficult to navigate, it makes sense that you would be extra annoyed. (No burst of fun reward chemicals!)

A mobile device is a personal device

Another facet to mobile that we rarely discuss is the fact that mobile devices are personal devices. Because our smartphones and wearables are with us almost constantly, they often feel very intimate.

In fact, our smartphones are almost like another limb. According to research from dscout, the average cellphone user touches his or her phone 2,167 times per day. Our thumbprints are built into them, for goodness’ sake.

Just think about your instinctive reaction when someone grabs your phone and starts scrolling through your pictures…

It is possible, then, that our expectations are higher on mobile because the device itself feels like an extension of us. Any experience you have on mobile should speak to your personal situation. And if the experience is cumbersome or difficult, it may feel particularly dissonant because it’s happening on your mobile device.

User expectations on mobile are extremely high. And while you can argue that mobile apps are doing a great job of meeting those expectations, the mobile web is failing.

If yours is one of the millions of organizations without a mobile app, your mobile website has got to work harder. Because a negative experience with your brand on mobile may have a stronger effect than you can anticipate.

Even if you have a mobile app, you should recognize that not everyone is going to use it. You can’t completely disregard your mobile website. (As illustrated by my extremely negative experience trying to order food.)

You need to think about how to meet your users where they are in the buyer journey on your mobile website:

  1. What are your users actually doing on mobile?
  2. Are they just seeking information before purchasing from a computer?
  3. Are they seeking information on your mobile site while in your actual store?

The great thing about optimization is that you can test to pick off low-hanging fruit, while you are investigating more impactful questions like those above. For instance, while you are gathering data about how your users are using your mobile site, you can test usability improvements.

Usability on mobile websites

If you are looking take get a few quick wins to prove the importance of a mobile optimization program, usability is a good place to begin.

The mobile web presents unique usability challenges for marketers. And given your users’ ridiculously high expectations, your mobile experience must address these challenges.

mobile website optimization - usability
This image represents just a few mobile usability best practices.

Below are four of the core mobile limitations, along with recommendations from the WiderFunnel Strategy team around how to address (and test) them.

Note: For this section, I relied heavily on research from the Nielsen Norman Group. For more details, click here.

1. The small screen struggle

No surprise, here. Compared to desktop and laptop screens, even the biggest smartphone screen is smaller―which means they display less content.

“The content displayed above the fold on a 30-inch monitor requires 5 screenfuls on a small 4-inch screen. Thus mobile users must (1) incur a higher interaction cost in order to access the same amount of information; (2) rely on their short-term memory to refer to information that is not visible on the screen.” – Nielsen Norman Group, “Mobile User Experience: Limitations and Strengths

Strategist recommendations:

Consider persistent navigation and calls-to-action. Because of the smaller screen size, your users often need to do a lot of scrolling. If your navigation and main call-to-action aren’t persistent, you are asking your users to scroll down for information, and scroll back up for relevant links.

Note: Anything persistent takes up screen space as well. Make sure to test this idea before implementing it to make sure you aren’t stealing too much focus from other important elements on your page.

2. The touchy touchscreen

Two main issues with the touchscreen (an almost universal trait of today’s mobile devices) are typing and target size.

Typing on a soft keyboard, like the one on your user’s iPhone, requires them to constantly divide their attention between what they are typing, and the keypad area. Not to mention the small keypad and crowded keys…

Target size refers to a clickable target, which needs to be a lot larger on a touchscreen than it is does when your user has a mouse.

So, you need to make space for larger targets (bigger call-to-action buttons) on a smaller screen.

Strategist recommendations:

Test increasing the size of your clickable elements. Google provides recommendations for target sizing:

You should ensure that the most important tap targets on your site—the ones users will be using the most often—are large enough to be easy to press, at least 48 CSS pixels tall/wide (assuming you have configured your viewport properly).

Less frequently-used links can be smaller, but should still have spacing between them and other links, so that a 10mm finger pad would not accidentally press both links at once.

You may also want to test improving the clarity around what is clickable and what isn’t. This can be achieved through styling, and is important for reducing ‘exploratory clicking’.

When a user has to click an element to 1) determine whether or not it is clickable, and 2) determine where it will lead, this eats away at their finite motivation.

Another simple tweak: Test your call-to-action placement. Does it match with the motion range of a user’s thumb?

3. Mobile shopping experience, interrupted

As the term mobile implies, mobile devices are portable. And because we can use ‘em in many settings, we are more likely to be interrupted.

“As a result, attention on mobile is often fragmented and sessions on mobile devices are short. In fact, the average session duration is 72 seconds […] versus the average desktop session of 150 seconds.”Nielsen Norman Group

Strategist recommendations:

You should design your mobile experience for interruptions, prioritize essential information, and simplify tasks and interactions. This goes back to meeting your users where they are within the buyer journey.

According to research by SessionM (published in 2015), 90% of smartphone users surveyed used their phones while shopping in a physical store to 1) compare product prices, 2) look up product information, and 3) check product reviews online.

You should test adjusting your page length and messaging hierarchy to facilitate your user’s main goals. This may be browsing and information-seeking versus purchasing.

4. One window at a time

As I’m writing this post, I have 11 tabs open in Google Chrome, split between two screens. If I click on a link that takes me to a new website or page, it’s no big deal.

But on mobile, your user is most likely viewing one window at a time. They can’t split their screen to look at two windows simultaneously, so you shouldn’t ask them to. Mobile tasks should be easy to complete in one app or on one website.

The more your user has to jump from page to page, the more they have to rely on their memory. This increases cognitive load, and decreases the likelihood that they will complete an action.

Strategist recommendations:

Your navigation should be easy to find and it should contain links to your most relevant and important content. This way, if your user has to travel to a new page to access specific content, they can find their way back to other important pages quickly and easily.

In e-commerce, we often see people “pogo-sticking”—jumping from one page to another continuously—because they feel that they need to navigate to another page to confirm that the information they have provided is correct.

A great solution is to ensure that your users can view key information that they may want to confirm (prices / products / address) on any page. This way, they won’t have to jump around your website and remember these key pieces of information.

Implementing mobile website optimization

As I’m sure you’ve noticed by now, the phrase “you should test” is peppered throughout this post. Because understanding the mobile context, and reviewing usability challenges and recommendations are first steps.

If you can, you should test any recommendation made in this post. Which brings us to mobile website optimization. At WiderFunnel, we approach mobile optimization just like we would desktop optimization: with process.

You should evaluate and prioritize mobile web optimization in the context of all of your marketing. If you can achieve greater Return on Investment by optimizing your desktop experience (or another element of your marketing), you should start there.

But assuming your mobile website ranks high within your priorities, you should start examining it from your user’s perspective. The WiderFunnel team uses the LIFT Model framework to identify problem areas.

The LIFT Model allows us to identify barriers to conversion, using the six factors of Value Proposition, Clarity, Relevance, Anxiety, Distraction, and Urgency. For more on the LIFT Model, check out this blog post.

A LIFT illustration

I asked the WiderFunnel Strategy team to do a LIFT analysis of the food delivery website that gave me so much grief that Sunday night. Here are some of the potential barriers they identified on the checkout page alone:

Mobile website LIFT analysis
This wireframe is based on the food delivery app’s checkout page. Each of the numbered LIFT points corresponds with the list below.
  1. Relevance: There is valuable page real estate dedicated to changing the language, when a smartphone will likely detect your language on its own.
  2. Anxiety: There are only 3 options available in the navigation: Log In, Sign Up, and Help. None of these are helpful when a user is trying to navigate between key pages.
  3. Clarity: Placing the call-to-action at the top of the page creates disjointed eyeflow. The user must scan the page from top to bottom to ensure their order is correct.
  4. Clarity: The “Order Now” call-to-action and “Allergy & dietary information links” are very close together. Users may accidentally tap one, when they want to tap the other.
  5. Anxiety: There is no confirmation of the delivery address.
  6. Anxiety: There is no way to edit an order within the checkout. A user has to delete items, return to the menu and add new items.
  7. Clarity: Font size is very small making the content difficult to read.
  8. Clarity: The “Cash” and “Card” icons have no context. Is a user supposed to select one, or are these just the payment options available?
  9. Distraction: The dropdown menus in the footer include many links that might distract a user from completing their order.

Needless to say, my frustrations were confirmed. The WiderFunnel team ran into the same obstacles I had run into, and identified dozens of barriers that I hadn’t.

But what does this mean for you?

When you are first analyzing your mobile experience, you should try to step into your user’s shoes and actually use your experience. Give your team a task and a goal, and walk through the experience using a framework like LIFT. This will allow you to identify usability issues within your user’s mobile context.

Every LIFT point is a potential test idea that you can feed into your optimization program.

Case study examples

This wouldn’t be a WiderFunnel blog post without some case study examples.

This is where we put ‘best mobile practices’ to the test. Because the smallest usability tweak may make perfect sense to you, and be off-putting to your users.

In the following three examples, we put our recommendations to the test.

Mobile navigation optimization

In mobile design in particular, we tend to assume our users understand ‘universal’ symbols.

Aritzia Hamburger Menu
The ‘Hamburger Menu’ is a fixture on mobile websites. But does that mean it’s a universally understood symbol?

But, that isn’t always the case. And it is certainly worth testing to understand how you can make the navigation experience (often a huge pain point on mobile) easier.

You can’t just expect your users to know things. You have to make it as clear as possible. The more you ask your user to guess, the more frustrated they will become.

– Dennis Pavlina, Optimization Strategist, WiderFunnel

This example comes from an e-commerce client that sells artwork. In this experiment, we tested two variations against the original.

In the first, we increased font and icon size within the navigation and menu drop-down. This was a usability update meant to address the small, difficult to navigate menu. Remember the conversation about target size? We wanted to tackle the low-hanging fruit first.

With variation B, we dug a little deeper into the behavior of this client’s specific users.

Qualitative Hotjar recordings had shown that users were trying to navigate the mobile website using the homepage as a homebase. But this site actually has a powerful search functionality, and it is much easier to navigate using search. Of course, the search option was buried in the hamburger menu…

So, in the second variation (built on variation A), we removed Search from the menu and added it right into the main Nav.

Mobile website optimization - navigation
Wireframes of the control navigation versus our variations.

Results

Both variations beat the control. Variation A led to a 2.7% increase in transactions, and a 2.4% increase in revenue. Variation B decreased clicks to the menu icon by -24%, increased transactions by 8.1%, and lifted revenue by 9.5%.

Never underestimate the power of helping your users find their way on mobile. But be wary! Search worked for this client’s users, but it is not always the answer, particularly if what you are selling is complex, and your users need more guidance through the funnel.

Mobile product page optimization

Let’s look at another e-commerce example. This client is a large sporting goods store, and this experiment focused on their product detail pages.

On the original page, our Strategists noted a worst mobile practice: The buttons were small and arranged closely together, making them difficult to click.

There were also several optimization blunders:

  1. Two calls-to-action were given equal prominence: “Find in store” and “+ Add to cart”
  2. “Add to wishlist” was also competing with “Add to cart”
  3. Social icons were placed near the call-to-action, which could be distracting

We had evidence from an experiment on desktop that removing these distractions, and focusing on a single call-to-action, would increase transactions. (In that experiment, we saw transactions increase by 6.56%).

So, we tested addressing these issues in two variations.

In the first, we de-prioritized competing calls-to-action, and increased the ‘Size’ and ‘Qty’ fields. In the second, we wanted to address usability issues, making the color options, size options, and quantity field bigger and easier to click.

mobile website optimization - product page variations
The control page versus our variations.

Results

Both of our variations lost to the Control. I know what you’re thinking…what?!

Let’s dig deeper.

Looking at the numbers, users responded in the way we expected, with significant increases to the actions we wanted, and a significant reduction in the ones we did not.

Visits to “Reviews”, “Size”, “Quantity”, “Add to Cart” and the Cart page all increased. Visits to “Find in Store” decreased.

And yet, although the variations were more successful at moving users through to the next step, there was not a matching increase in motivation to actually complete a transaction.

It is hard to say for sure why this result happened without follow-up testing. However, it is possible that this client’s users have different intentions on mobile: Browsing and seeking product information vs. actually buying. Removing the “Find in Store” CTA may have caused anxiety.

This example brings us back to the mobile context. If an experiment wins within a desktop experience, this certainly doesn’t guarantee it will win on mobile.

I was shopping for shoes the other day, and was actually browsing the store’s mobile site while I was standing in the store. I was looking for product reviews. In that scenario, I was information-seeking on my phone, with every intention to buy…just not from my phone.

Are you paying attention to how your unique users use your mobile experience? It may be worthwhile to take the emphasis off of ‘increasing conversions on mobile’ in favor of researching user behavior on mobile, and providing your users with the mobile experience that best suits their needs.

Note: When you get a test result that contradicts usability best practices, it is important that you look carefully at your experiment design and secondary metrics. In this case, we have a potential theory, but would not recommend any large-scale changes without re-validating the result.

Mobile checkout optimization

This experiment was focused on one WiderFunnel client’s mobile checkout page. It was an insight-driving experiment, meaning the focus was on gathering insights about user behavior rather than on increasing conversion rates or revenue.

Evidence from this client’s business context suggested that users on mobile may prefer alternative payment methods, like Apple Pay and Google Wallet, to the standard credit card and PayPal options.

To make things even more interesting, this client wanted to determine the desire for alternative payment methods before implementing them.

The hypothesis: By adding alternative payment methods to the checkout page in an unobtrusive way, we can determine by the percent of clicks which new payment methods are most sought after by users.

We tested two variations against the Control.

In variation A, we pulled the credit card fields and call-to-action higher on the page, and added four alternative payment methods just below the CTA: PayPal, Apple Pay, Amazon Payments, and Google Wallet.

If a user clicked on one of the four alternative payment methods, they would see a message:

“Google Wallet coming soon!
We apologize for any inconvenience. Please choose an available deposit method.
Credit Card | PayPal”

In variation B, we flipped the order. We featured the alternative payment methods above the credit card fields. The focus was on increasing engagement with the payment options to gain better insights about user preference.

mobile website optimization - checkout page
The control against variations testing alternative payment methods.

Note: For this experiment, iOS devices did not display the Google Wallet option, and Android devices did not display Apple Pay.

Results

On iOS devices, Apple Pay received 18% of clicks, and Amazon Pay received 12%. On Android devices, Google Wallet received 17% of clicks, and Amazon Pay also received 17%.

The client can use these insights to build the best experience for mobile users, offering Apple Pay and Google Wallet as alternative payment methods rather than PayPal or Amazon Pay.

Unexpectedly, both variations also increased transactions! Variation A led to an 11.3% increase in transactions, and variation B led to an 8.5% increase.

Because your user’s motivation is already limited on mobile, you should try to create an experience with the fewest possible steps.

You can ask someone to grab their wallet, decipher their credit card number, expiration date, and ccv code, and type it all into a small form field. Or, you can test leveraging the digital payment options that may already be integrated with their mobile devices.

The future of mobile website optimization

Imagine you are in your favorite outdoor goods store, and you are ready to buy a new tent.

You are standing in front of piles of tents: 2-person, 3-person, 4-person tents; 3-season and extreme-weather tents; affordable and pricey tents; light-weight and heavier tents…

You pull out your smartphone, and navigate to the store’s mobile website. You are looking for more in-depth product descriptions and user reviews to help you make your decision.

A few seconds later, a store employee asks if they can help you out. They seem to know exactly what you are searching for, and they help you choose the right tent for your needs within minutes.

Imagine that while you were browsing products on your phone, that store employee received a notification that you are 1) in the store, 2) looking at product descriptions for tent A and tent B, and 3) standing by the tents.

Mobile optimization in the modern era is not about increasing conversions on your mobile website. It is about providing a seamless user experience. In the scenario above, the in-store experience and the mobile experience are inter-connected. One informs the other. And a transaction happens because of each touch point.

Mobile experiences cannot live in a vacuum. Today’s buyer switches seamlessly between devices [and] your optimization efforts must reflect that.

Yonny Zafrani, Mobile Product Manager, Dynamic Yield

We wear the internet on our wrists. We communicate via chat bots and messaging apps. We spend our leisure time on our phones: streaming, gaming, reading, sharing.

And while I’m not encouraging you to shift your optimization efforts entirely to mobile, you must consider the role mobile plays in your customers’ lives. The online experience is mobile. And your mobile experience should be an intentional step within the buyer journey.

What does your ideal mobile shopping experience look like? Where do you think mobile websites can improve? Do you agree or disagree with the ideas in this post? Share your thoughts in the comments section below!

The post Your mobile website optimization guide (or, how to stop pissing off your mobile users) appeared first on WiderFunnel Conversion Optimization.

See original: 

Your mobile website optimization guide (or, how to stop pissing off your mobile users)

Your mobile website optimization guide (or, how to stop frustrating your mobile users)

Reading Time: 15 minutes

One lazy Sunday evening, I decided to order Thai delivery for dinner. It was a Green-Curry-and-Crispy-Wonton kind of night.

A quick google search from my iPhone turned up an ad for a food delivery app. In that moment, I wanted to order food fast, without having to dial a phone number or speak to a human. So, I clicked.

From the ad, I was taken to the company’s mobile website. There was a call-to-action to “Get the App” below the fold, but I didn’t want to download a whole app for this one meal. I would just order from the mobile site.

Dun, dun, duuuun.

Over the next minute, I had one of the most frustrating ordering experiences of my life. Labeless hamburger menus, the inability to edit my order, and an overall lack of guidance through the ordering process led me to believe I would never be able to adjust my order from ‘Chicken Green Curry’ to ‘Prawn Green Curry’.

After 60 seconds of struggling, I gave up, utterly defeated.

I know this wasn’t a life-altering tragedy, but it sure was an awful mobile experience. And I bet you have had a similar experience in the last 24 hours.

Let’s think about this for a minute:

  1. This company paid good money for my click
  2. I was ready to order online: I was their customer to lose
  3. I struggled for about 30 seconds longer than most mobile users would have
  4. I gave up and got a mediocre burrito from the Mexican place across the street.

Not only was I frustrated, but I didn’t get my tasty Thai. The experience left a truly bitter taste in my mouth.

10 test ideas for optimizing your mobile website!

Get this checklist of 10 experiment ideas you should test on your mobile website.




Why is mobile website optimization important?

In 2017, every marketer ‘knows’ the importance of the mobile shopping experience. Americans spend more time on mobile devices than any other. But we are still failing to meet our users where they are on mobile.

Americans spend 54% of online time on mobile devices. Source: KPCB.

For most of us, it is becoming more and more important to provide a seamless mobile experience. But here’s where it gets a little tricky…

Conversion optimization”, and the term “optimization” in general, often imply improving conversion rates. But a seamless mobile experience does not necessarily mean a high-converting mobile experience. It means one that meets your user’s needs and propels them along the buyer journey.

I am sure there are improvements you can test on your mobile experience that will lift your mobile conversion rates, but you shouldn’t hyper-focus on a single metric. Instead, keep in mind that mobile may just be a step within your user’s journey to purchase.

So, let’s get started! First, I’ll delve into your user’s mobile mindset, and look at how to optimize your mobile experience. For real.

You ready?

What’s different about mobile?

First things first: let’s acknowledge that your user is the same human being whether they are shopping on a mobile device, a desktop computer, a laptop, or in-store. Agreed?

So, what’s different about mobile? Well, back in 2013, Chris Goward said, “Mobile is a state of being, a context, a verb, not a device. When your users are on mobile, they are in a different context, a different environment, with different needs.”

Your user is the same person when she is shopping on her iPhone, but she is in a different context. She may be in a store comparing product reviews on her phone, or she may be on the go looking for a good cup of coffee, or she may be trying to order Thai delivery from her couch.

Your user is the same person on mobile, but in a different context, with different needs.

This is why many mobile optimization experts recommend having a mobile website versus using responsive design.

Responsive design is not an optimization strategy. We should stop treating mobile visitors as ‘mini-desktop visitors’. People don’t use mobile devices instead of desktop devices, they use it in addition to desktop in a whole different way.

– Talia Wolf, Founder & Chief Optimizer at GetUplift

Step one, then, is to understand who your target customer is, and what motivates them to act in any context. This should inform all of your marketing and the creation of your value proposition.

(If you don’t have a clear picture of your target customer, you should re-focus and tackle that question first.)

Step two is to understand how your user’s mobile context affects their existing motivation, and how to facilitate their needs on mobile to the best of your ability.

Understanding the mobile context

To understand the mobile context, let’s start with some stats and work backwards.

  • Americans spend more than half (54%) of their online time on mobile devices (Source: KPCB, 2016)
  • Mobile accounts for 60% of time spent shopping online, but only 16% of all retail dollars spent (Source: ComScore, 2015)

Insight: Americans are spending more than half of their online time on their mobile devices, but there is a huge gap between time spent ‘shopping’ online, and actually buying.

  • 29% of smartphone users will immediately switch to another site or app if the original site doesn’t satisfy their needs (Source: Google, 2015)
  • Of those, 70% switch because of lagging load times and 67% switch because it takes too many steps to purchase or get desired information (Source: Google, 2015)

Insight: Mobile users are hypersensitive to slow load times, and too many obstacles.

So, why the heck are our expectations for immediate gratification so high on mobile? I have a few theories.

We’re reward-hungry

Mobile devices provide constant access to the internet, which means a constant expectation for reward.

“The fact that we don’t know what we’ll find when we check our email, or visit our favorite social site, creates excitement and anticipation. This leads to a small burst of pleasure chemicals in our brains, which drives us to use our phones more and more.” – TIME, “You asked: Am I addicted to my phone?

If non-stop access has us primed to expect non-stop reward, is it possible that having a negative mobile experience is even more detrimental to our motivation than a negative experience in another context?

When you tap into your Facebook app and see three new notifications, you get a burst of pleasure. And you do this over, and over, and over again.

So, when you tap into your Chrome browser and land on a mobile website that is difficult to navigate, it makes sense that you would be extra annoyed. (No burst of fun reward chemicals!)

A mobile device is a personal device

Another facet to mobile that we rarely discuss is the fact that mobile devices are personal devices. Because our smartphones and wearables are with us almost constantly, they often feel very intimate.

In fact, our smartphones are almost like another limb. According to research from dscout, the average cellphone user touches his or her phone 2,167 times per day. Our thumbprints are built into them, for goodness’ sake.

Just think about your instinctive reaction when someone grabs your phone and starts scrolling through your pictures…

It is possible, then, that our expectations are higher on mobile because the device itself feels like an extension of us. Any experience you have on mobile should speak to your personal situation. And if the experience is cumbersome or difficult, it may feel particularly dissonant because it’s happening on your mobile device.

User expectations on mobile are extremely high. And while you can argue that mobile apps are doing a great job of meeting those expectations, the mobile web is failing.

If yours is one of the millions of organizations without a mobile app, your mobile website has got to work harder. Because a negative experience with your brand on mobile may have a stronger effect than you can anticipate.

Even if you have a mobile app, you should recognize that not everyone is going to use it. You can’t completely disregard your mobile website. (As illustrated by my extremely negative experience trying to order food.)

You need to think about how to meet your users where they are in the buyer journey on your mobile website:

  1. What are your users actually doing on mobile?
  2. Are they just seeking information before purchasing from a computer?
  3. Are they seeking information on your mobile site while in your actual store?

The great thing about optimization is that you can test to pick off low-hanging fruit, while you are investigating more impactful questions like those above. For instance, while you are gathering data about how your users are using your mobile site, you can test usability improvements.

Usability on mobile websites

If you are looking take get a few quick wins to prove the importance of a mobile optimization program, usability is a good place to begin.

The mobile web presents unique usability challenges for marketers. And given your users’ ridiculously high expectations, your mobile experience must address these challenges.

mobile website optimization - usability
This image represents just a few mobile usability best practices.

Below are four of the core mobile limitations, along with recommendations from the WiderFunnel Strategy team around how to address (and test) them.

Note: For this section, I relied heavily on research from the Nielsen Norman Group. For more details, click here.

1. The small screen struggle

No surprise, here. Compared to desktop and laptop screens, even the biggest smartphone screen is smaller―which means they display less content.

“The content displayed above the fold on a 30-inch monitor requires 5 screenfuls on a small 4-inch screen. Thus mobile users must (1) incur a higher interaction cost in order to access the same amount of information; (2) rely on their short-term memory to refer to information that is not visible on the screen.” – Nielsen Norman Group, “Mobile User Experience: Limitations and Strengths

Strategist recommendations:

Consider persistent navigation and calls-to-action. Because of the smaller screen size, your users often need to do a lot of scrolling. If your navigation and main call-to-action aren’t persistent, you are asking your users to scroll down for information, and scroll back up for relevant links.

Note: Anything persistent takes up screen space as well. Make sure to test this idea before implementing it to make sure you aren’t stealing too much focus from other important elements on your page.

2. The touchy touchscreen

Two main issues with the touchscreen (an almost universal trait of today’s mobile devices) are typing and target size.

Typing on a soft keyboard, like the one on your user’s iPhone, requires them to constantly divide their attention between what they are typing, and the keypad area. Not to mention the small keypad and crowded keys…

Target size refers to a clickable target, which needs to be a lot larger on a touchscreen than it is does when your user has a mouse.

So, you need to make space for larger targets (bigger call-to-action buttons) on a smaller screen.

Strategist recommendations:

Test increasing the size of your clickable elements. Google provides recommendations for target sizing:

You should ensure that the most important tap targets on your site—the ones users will be using the most often—are large enough to be easy to press, at least 48 CSS pixels tall/wide (assuming you have configured your viewport properly).

Less frequently-used links can be smaller, but should still have spacing between them and other links, so that a 10mm finger pad would not accidentally press both links at once.

You may also want to test improving the clarity around what is clickable and what isn’t. This can be achieved through styling, and is important for reducing ‘exploratory clicking’.

When a user has to click an element to 1) determine whether or not it is clickable, and 2) determine where it will lead, this eats away at their finite motivation.

Another simple tweak: Test your call-to-action placement. Does it match with the motion range of a user’s thumb?

3. Mobile shopping experience, interrupted

As the term mobile implies, mobile devices are portable. And because we can use ‘em in many settings, we are more likely to be interrupted.

“As a result, attention on mobile is often fragmented and sessions on mobile devices are short. In fact, the average session duration is 72 seconds […] versus the average desktop session of 150 seconds.”Nielsen Norman Group

Strategist recommendations:

You should design your mobile experience for interruptions, prioritize essential information, and simplify tasks and interactions. This goes back to meeting your users where they are within the buyer journey.

According to research by SessionM (published in 2015), 90% of smartphone users surveyed used their phones while shopping in a physical store to 1) compare product prices, 2) look up product information, and 3) check product reviews online.

You should test adjusting your page length and messaging hierarchy to facilitate your user’s main goals. This may be browsing and information-seeking versus purchasing.

4. One window at a time

As I’m writing this post, I have 11 tabs open in Google Chrome, split between two screens. If I click on a link that takes me to a new website or page, it’s no big deal.

But on mobile, your user is most likely viewing one window at a time. They can’t split their screen to look at two windows simultaneously, so you shouldn’t ask them to. Mobile tasks should be easy to complete in one app or on one website.

The more your user has to jump from page to page, the more they have to rely on their memory. This increases cognitive load, and decreases the likelihood that they will complete an action.

Strategist recommendations:

Your navigation should be easy to find and it should contain links to your most relevant and important content. This way, if your user has to travel to a new page to access specific content, they can find their way back to other important pages quickly and easily.

In e-commerce, we often see people “pogo-sticking”—jumping from one page to another continuously—because they feel that they need to navigate to another page to confirm that the information they have provided is correct.

A great solution is to ensure that your users can view key information that they may want to confirm (prices / products / address) on any page. This way, they won’t have to jump around your website and remember these key pieces of information.

Implementing mobile website optimization

As I’m sure you’ve noticed by now, the phrase “you should test” is peppered throughout this post. Because understanding the mobile context, and reviewing usability challenges and recommendations are first steps.

If you can, you should test any recommendation made in this post. Which brings us to mobile website optimization. At WiderFunnel, we approach mobile optimization just like we would desktop optimization: with process.

You should evaluate and prioritize mobile web optimization in the context of all of your marketing. If you can achieve greater Return on Investment by optimizing your desktop experience (or another element of your marketing), you should start there.

But assuming your mobile website ranks high within your priorities, you should start examining it from your user’s perspective. The WiderFunnel team uses the LIFT Model framework to identify problem areas.

The LIFT Model allows us to identify barriers to conversion, using the six factors of Value Proposition, Clarity, Relevance, Anxiety, Distraction, and Urgency. For more on the LIFT Model, check out this blog post.

A LIFT illustration

I asked the WiderFunnel Strategy team to do a LIFT analysis of the food delivery website that gave me so much grief that Sunday night. Here are some of the potential barriers they identified on the checkout page alone:

Mobile website LIFT analysis
This wireframe is based on the food delivery app’s checkout page. Each of the numbered LIFT points corresponds with the list below.
  1. Relevance: There is valuable page real estate dedicated to changing the language, when a smartphone will likely detect your language on its own.
  2. Anxiety: There are only 3 options available in the navigation: Log In, Sign Up, and Help. None of these are helpful when a user is trying to navigate between key pages.
  3. Clarity: Placing the call-to-action at the top of the page creates disjointed eyeflow. The user must scan the page from top to bottom to ensure their order is correct.
  4. Clarity: The “Order Now” call-to-action and “Allergy & dietary information links” are very close together. Users may accidentally tap one, when they want to tap the other.
  5. Anxiety: There is no confirmation of the delivery address.
  6. Anxiety: There is no way to edit an order within the checkout. A user has to delete items, return to the menu and add new items.
  7. Clarity: Font size is very small making the content difficult to read.
  8. Clarity: The “Cash” and “Card” icons have no context. Is a user supposed to select one, or are these just the payment options available?
  9. Distraction: The dropdown menus in the footer include many links that might distract a user from completing their order.

Needless to say, my frustrations were confirmed. The WiderFunnel team ran into the same obstacles I had run into, and identified dozens of barriers that I hadn’t.

But what does this mean for you?

When you are first analyzing your mobile experience, you should try to step into your user’s shoes and actually use your experience. Give your team a task and a goal, and walk through the experience using a framework like LIFT. This will allow you to identify usability issues within your user’s mobile context.

Every LIFT point is a potential test idea that you can feed into your optimization program.

Case study examples

This wouldn’t be a WiderFunnel blog post without some case study examples.

This is where we put ‘best mobile practices’ to the test. Because the smallest usability tweak may make perfect sense to you, and be off-putting to your users.

In the following three examples, we put our recommendations to the test.

Mobile navigation optimization

In mobile design in particular, we tend to assume our users understand ‘universal’ symbols.

Aritzia Hamburger Menu
The ‘Hamburger Menu’ is a fixture on mobile websites. But does that mean it’s a universally understood symbol?

But, that isn’t always the case. And it is certainly worth testing to understand how you can make the navigation experience (often a huge pain point on mobile) easier.

You can’t just expect your users to know things. You have to make it as clear as possible. The more you ask your user to guess, the more frustrated they will become.

– Dennis Pavlina, Optimization Strategist, WiderFunnel

This example comes from an e-commerce client that sells artwork. In this experiment, we tested two variations against the original.

In the first, we increased font and icon size within the navigation and menu drop-down. This was a usability update meant to address the small, difficult to navigate menu. Remember the conversation about target size? We wanted to tackle the low-hanging fruit first.

With variation B, we dug a little deeper into the behavior of this client’s specific users.

Qualitative Hotjar recordings had shown that users were trying to navigate the mobile website using the homepage as a homebase. But this site actually has a powerful search functionality, and it is much easier to navigate using search. Of course, the search option was buried in the hamburger menu…

So, in the second variation (built on variation A), we removed Search from the menu and added it right into the main Nav.

Mobile website optimization - navigation
Wireframes of the control navigation versus our variations.

Results

Both variations beat the control. Variation A led to a 2.7% increase in transactions, and a 2.4% increase in revenue. Variation B decreased clicks to the menu icon by -24%, increased transactions by 8.1%, and lifted revenue by 9.5%.

Never underestimate the power of helping your users find their way on mobile. But be wary! Search worked for this client’s users, but it is not always the answer, particularly if what you are selling is complex, and your users need more guidance through the funnel.

Mobile product page optimization

Let’s look at another e-commerce example. This client is a large sporting goods store, and this experiment focused on their product detail pages.

On the original page, our Strategists noted a worst mobile practice: The buttons were small and arranged closely together, making them difficult to click.

There were also several optimization blunders:

  1. Two calls-to-action were given equal prominence: “Find in store” and “+ Add to cart”
  2. “Add to wishlist” was also competing with “Add to cart”
  3. Social icons were placed near the call-to-action, which could be distracting

We had evidence from an experiment on desktop that removing these distractions, and focusing on a single call-to-action, would increase transactions. (In that experiment, we saw transactions increase by 6.56%).

So, we tested addressing these issues in two variations.

In the first, we de-prioritized competing calls-to-action, and increased the ‘Size’ and ‘Qty’ fields. In the second, we wanted to address usability issues, making the color options, size options, and quantity field bigger and easier to click.

mobile website optimization - product page variations
The control page versus our variations.

Results

Both of our variations lost to the Control. I know what you’re thinking…what?!

Let’s dig deeper.

Looking at the numbers, users responded in the way we expected, with significant increases to the actions we wanted, and a significant reduction in the ones we did not.

Visits to “Reviews”, “Size”, “Quantity”, “Add to Cart” and the Cart page all increased. Visits to “Find in Store” decreased.

And yet, although the variations were more successful at moving users through to the next step, there was not a matching increase in motivation to actually complete a transaction.

It is hard to say for sure why this result happened without follow-up testing. However, it is possible that this client’s users have different intentions on mobile: Browsing and seeking product information vs. actually buying. Removing the “Find in Store” CTA may have caused anxiety.

This example brings us back to the mobile context. If an experiment wins within a desktop experience, this certainly doesn’t guarantee it will win on mobile.

I was shopping for shoes the other day, and was actually browsing the store’s mobile site while I was standing in the store. I was looking for product reviews. In that scenario, I was information-seeking on my phone, with every intention to buy…just not from my phone.

Are you paying attention to how your unique users use your mobile experience? It may be worthwhile to take the emphasis off of ‘increasing conversions on mobile’ in favor of researching user behavior on mobile, and providing your users with the mobile experience that best suits their needs.

Note: When you get a test result that contradicts usability best practices, it is important that you look carefully at your experiment design and secondary metrics. In this case, we have a potential theory, but would not recommend any large-scale changes without re-validating the result.

Mobile checkout optimization

This experiment was focused on one WiderFunnel client’s mobile checkout page. It was an insight-driving experiment, meaning the focus was on gathering insights about user behavior rather than on increasing conversion rates or revenue.

Evidence from this client’s business context suggested that users on mobile may prefer alternative payment methods, like Apple Pay and Google Wallet, to the standard credit card and PayPal options.

To make things even more interesting, this client wanted to determine the desire for alternative payment methods before implementing them.

The hypothesis: By adding alternative payment methods to the checkout page in an unobtrusive way, we can determine by the percent of clicks which new payment methods are most sought after by users.

We tested two variations against the Control.

In variation A, we pulled the credit card fields and call-to-action higher on the page, and added four alternative payment methods just below the CTA: PayPal, Apple Pay, Amazon Payments, and Google Wallet.

If a user clicked on one of the four alternative payment methods, they would see a message:

“Google Wallet coming soon!
We apologize for any inconvenience. Please choose an available deposit method.
Credit Card | PayPal”

In variation B, we flipped the order. We featured the alternative payment methods above the credit card fields. The focus was on increasing engagement with the payment options to gain better insights about user preference.

mobile website optimization - checkout page
The control against variations testing alternative payment methods.

Note: For this experiment, iOS devices did not display the Google Wallet option, and Android devices did not display Apple Pay.

Results

On iOS devices, Apple Pay received 18% of clicks, and Amazon Pay received 12%. On Android devices, Google Wallet received 17% of clicks, and Amazon Pay also received 17%.

The client can use these insights to build the best experience for mobile users, offering Apple Pay and Google Wallet as alternative payment methods rather than PayPal or Amazon Pay.

Unexpectedly, both variations also increased transactions! Variation A led to an 11.3% increase in transactions, and variation B led to an 8.5% increase.

Because your user’s motivation is already limited on mobile, you should try to create an experience with the fewest possible steps.

You can ask someone to grab their wallet, decipher their credit card number, expiration date, and ccv code, and type it all into a small form field. Or, you can test leveraging the digital payment options that may already be integrated with their mobile devices.

The future of mobile website optimization

Imagine you are in your favorite outdoor goods store, and you are ready to buy a new tent.

You are standing in front of piles of tents: 2-person, 3-person, 4-person tents; 3-season and extreme-weather tents; affordable and pricey tents; light-weight and heavier tents…

You pull out your smartphone, and navigate to the store’s mobile website. You are looking for more in-depth product descriptions and user reviews to help you make your decision.

A few seconds later, a store employee asks if they can help you out. They seem to know exactly what you are searching for, and they help you choose the right tent for your needs within minutes.

Imagine that while you were browsing products on your phone, that store employee received a notification that you are 1) in the store, 2) looking at product descriptions for tent A and tent B, and 3) standing by the tents.

Mobile optimization in the modern era is not about increasing conversions on your mobile website. It is about providing a seamless user experience. In the scenario above, the in-store experience and the mobile experience are inter-connected. One informs the other. And a transaction happens because of each touch point.

Mobile experiences cannot live in a vacuum. Today’s buyer switches seamlessly between devices [and] your optimization efforts must reflect that.

Yonny Zafrani, Mobile Product Manager, Dynamic Yield

We wear the internet on our wrists. We communicate via chat bots and messaging apps. We spend our leisure time on our phones: streaming, gaming, reading, sharing.

And while I’m not encouraging you to shift your optimization efforts entirely to mobile, you must consider the role mobile plays in your customers’ lives. The online experience is mobile. And your mobile experience should be an intentional step within the buyer journey.

What does your ideal mobile shopping experience look like? Where do you think mobile websites can improve? Do you agree or disagree with the ideas in this post? Share your thoughts in the comments section below!

The post Your mobile website optimization guide (or, how to stop frustrating your mobile users) appeared first on WiderFunnel Conversion Optimization.

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Your mobile website optimization guide (or, how to stop frustrating your mobile users)

Building a next-level optimization program with Heifer International

Reading Time: 5 minutes

A little over a year ago, Harper Grubbs, Director of Digital Marketing at Heifer International, began his search for a conversion optimization partner.

As luck would have it, one of Heifer’s partners pointed Harper in the direction of WiderFunnel. Harper did some research and decided to reach out…and so began a very exciting partnership.

This is the tale of how an international charity organization and a growth agency joined forces to the benefit of all: client, agency, donors, and so many in need.

Heifer’s Director of Digital Marketing, Harper Grubbs, tells his side of the story.

Who is Heifer International?

Founded in 1944, Heifer International is a charity organization working to end hunger and poverty around the world by providing livestock and training to struggling communities.

Based in the “teach a man to fish” philosophy, Heifer International provides livestock and environmentally sound agricultural training to help farmers around the world who are struggling for reliable sources of food and income.

client spotlight teach a man to fish
Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime.

Their holistic approach is designed to help communities become drivers of their own change by cultivating income and nutrition, improving the environment, empowering women around the world, helping communities create social capital, and encouraging families that receive support from Heifer to “Pass on the Gift®” to others in their communities.

Of course, to do what they do, Heifer relies heavily on donations made on their website.

Harper Grubbs

We receive a significant percentage of our donations as an organization through the website. So, it’s very important that our website be effective, that it work as well as possible and provide our visitors with an optimal experience. And that’s where WiderFunnel has come in for us.

– Harper Grubbs

Searching for the right partner

Harper and his team had been doing conversion optimization in-house and with the help of external digital marketing consultants for a number of years, but they just weren’t seeing the desired effect.

They found that they were running a lot of experiments, but were not getting significant, projectable results that would actually impact Heifer’s bottom line.

Harper wanted to take Heifer’s conversion optimization efforts to the next level. So, he began the search for an external partner: a new team and new resources that he could rely on to supplement his existing team.

Harper Grubbs

We realized we needed a more structured approach to our optimization efforts, and we needed more resources to do it. We were really taxing the resources we had and weren’t devoting as much time into conversion optimization as it needed.

– Harper Grubbs

When Harper heard about WiderFunnel, he did his due diligence and discovered our LIFT Model framework and structured approach to optimization: “We were really impressed with the strategic approach [WiderFunnel] brings to optimization,” says Harper.

WiderFunnel's LIFT Model details the 6 conversion factors.
WiderFunnel’s LIFT Model details the 6 conversion factors.

Harper reached out, and before long, we were LIFT-ing Heifer’s website, together.

Getting in the donor’s head

With Heifer, the WiderFunnel strategy team really wanted to dig into donor motivations and develop experiments that would help answer questions like:

  1. What fundamentally motivates someone to feel charitable?
  2. Are donors sensitive to how others site visitors are donating? Do they respond to social proof?
  3. How many product choices is too many?
  4. Does positive versus negative messaging/imagery have an effect on donations?

Some of the experiments we have run tap into psychological principles, such as Robert Cialdini’s Rule of Consistency, which states that people want to be consistent in all areas of life; once someone takes an action, no matter how small, they strive to make future behavior match that past behavior.

We put this principle to the test in one experiment, asking Heifer users to self-identify as a donor type when they land on the site.

client spotlight psychological persuasion
What kind of donor are you?

We found that once someone starts thinking of themselves as a “donor”, their need to remain consistent kicks in, resulting in more donors for Heifer! This is just one of the many psychology-inspired tests we have run and are running with Heifer.

“WiderFunnel has incorporated some really interesting psychological and behavioral principles into the strategy of our optimization efforts. This has given us the ability to learn things we never would have understood on our own, it has given us better insights into how people are thinking and what they’re doing and why they do what they do on our website.

This has given us the ability to apply these aspects to other parts of our work so that when we are developing new features and functionality, we can consider ‘How do these principles apply to what we are doing currently?‘” explains Harper.

Harper emphasizes that the psychological testing we have done has yielded some of the clearest test results he’s ever seen, which has led to better overall website results.

The science of partnership

Several months into the engagement, the partnership had really begun to gel.

WiderFunnel Optimization Strategist, Michael St Laurent, and Optimization Coordinator, Ervin Cho work closely with Harper and his team to continue to transform Heifer’s conversion optimization program and overall user experience.

“We aren’t just optimizing their digital experiences, we are optimizing the relationship,” explains Ervin. The two teams need to be properly integrated to ensure that all of the valuable ideas from each side are being heard and tested.

We credit several of WiderFunnel’s consistent process requirements for the partnership’s success.

client spotlight partnership
A good partnership has many touchpoints.

Weekly meetings

Each week, Mike and Ervin meet with Harper and his team. Together, they review the experiment pipeline: What’s in the pipe right now? What are the new ideas each of us have? After some discussion, they prioritize what to tackle next and funnel each test idea into their shared pipeline.

Mike also recently went on-site with Heifer and some of their partners to brainstorm ideas and determine the best ways to share WiderFunnel’s learnings among partners (and the best ways to learn from what Heifer’s partners are doing).

One key decision-maker

Rather than going through multiple contacts for experiment approval, Mike and Harper are able to determine next steps together.

Open communication

Transparency is a necessity. Both the WiderFunnel strategy team and Heifer’s team are open and communicative about what is working and what isn’t working. We don’t hide anything from them and they don’t hide anything from us.

Collaboration and fresh ideas

Harper Grubbs

The team that we’ve worked with has been really impressive in terms of their level of knowledge and their sophistication with how they approach testing. They have brought a lot of insights to the team that we would not have had ourselves through their experience with other companies they have worked with.

They have just really exceeded our expectations in terms of delivering good strategy and delivering a sound project management approach, and having a good structure for how our website is optimized.

– Harper Grubbs

Harper and his team know their mission and their donors, but, at WiderFunnel, we have run thousands of tests. We have seen what works over and over again, and we have seen what fails over and over again. When Heifer approaches us with upcoming changes, we are able to give their team expert advice on how to improve the experience.

“Behavioral research drives a lot of what we do with Heifer,” explains Mike. “It’s not necessarily about knowing the specific industry, it’s about understanding what fundamentally motivates people to feel charitable, and looking at ways we can leverage that across the site.”

Harper explained that he is really excited about the level of partnership his team is achieving with the WiderFunnel team. “We’re really working to integrate the WiderFunnel team with our own team and are working more collaboratively, to integrate the strategy, approach, and ideas that they have.”

Harper’s goal for the future of Heifer’s partnership with WiderFunnel: “Every piece of work that we do informs the next, and we have one, single, combined approach to our website strategy.”

The post Building a next-level optimization program with Heifer International appeared first on WiderFunnel Conversion Optimization.

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Building a next-level optimization program with Heifer International

A day in the life of an optimization champion

Reading Time: 9 minutes

How do you make conversion optimization a priority within a global organization?

Especially, when there are so many other things you could spend your marketing dollars on?

And how do you keep multiple marketing teams aligned when it comes to your optimization efforts?

These are some of the challenges facing Jose Uzcategui, Global Analytics and Ecommerce Conversion Lead at ASICS, and Sarah Breen, Global Ecommerce Product Lead at ASICS.

ASICS, a global sporting goods retailer, is a giant company with multiple websites and marketing teams in multiple regions.

For an organization like this, deciding to pursue conversion optimization (CRO) as a marketing strategy is one thing, but actually implementing a successful, cohesive conversion optimization program is an entirely different thing.

Related: Get WiderFunnel’s free Optimization Champion’s Handbook for tips on how to be the Optimization Champion your company needs.

We started working with ASICS several months ago to help them with this rather daunting task.

A few weeks ago, I sat down with Jose and Sarah to discuss what it’s like to be an Optimization Champion within a company like ASICS.

Let’s start at the very beginning with a few introductions.

For almost 8 years, Jose has been involved in different areas of online marketing, but Analytics has always been a core part of his career. About five years ago, he began to move from paid marketing and SEO and started focusing on analysis and conversion optimization.

He was brought in to lead the conversion optimization program at ASICS, but it became obvious that proper conversion optimization wouldn’t be possible without putting the company’s Analytics in order first.

“For my first year at ASICS, I was focused on getting our Analytics where they need to be. Right now, we have a good Analytics foundation and that’s why we’re getting momentum on conversion optimization. We’re building our teams internally and externally and my role, right now, is both execution and strategy on these two fronts,” explains Jose.

Sarah has been with ASICS for a little over a year as the Ecommerce Global Product Lead. She hadn’t really been involved with testing until she started working more closely with WiderFunnel and Optimizely (a testing tool).

She started working with Nick So, WiderFunnel Optimization Strategist, and Aswin Kumar, WiderFunnel Optimization Coordinator, to try to figure out what experiments would make the biggest impact in the shortest amount of time on ASICS’ sites.

“I sometimes work with our designers to decide what a test should look like from the front end and how many variations we want to test, based on Nick and Aswin’s recommendations. I provide WiderFunnel the necessary assets, as well as a timeline and final approvals.

“Once a test is launched, I work with WiderFunnel and with Jose to figure out what the results mean, and whether or not the change is something we want to roll out globally and when we’ll be able to do that (considering how many other things we have in our queue that are required development work),” explains Sarah.

But optimization is just a part of Sarah’s role at ASICS: she works with a number of vendors to try to get third party solutions on their sites globally, and she works with ASICS’ regional teams to determine new product features and functionality.

Despite the fact that they wear many hats, Jose and Sarah are both heavily involved in ASICS’ conversion optimization efforts, and I wanted to know what drew them to CRO.

Q: What do each of you find exciting about conversion optimization?

“Conversion optimization gives immediate results and that’s a great feeling,” says Jose. “Particularly with e-commerce, if you have an idea, you test it, and you know you’re about to see what that idea is worth in monetary value.”

Sarah loves the certainty.

We’re proving our assumptions with data. Testing allows me to say, ‘This is why we took this direction. We’re not just doing what our competitors do, it’s not just doing something that we saw on a site that sells used cars. This is something that’s been proven to work on our site and we’re going to move forward with it.’

Of course, it’s not all high’s when you’re an Optimization Champion at an enterprise company, which led me to my next question…

Q: What are the biggest challenges you face as an Optimization Champion within a company like ASICS?

For Sarah, the biggest challenge is one of prioritization. “We have so many things we want to do: how do we prioritize? I want to do more and more testing. It’s just about picking our battles and deciding what the best investment will be,” she explains.

“When it comes to global teams, aligning the regions on initiatives you may want to test can be challenging,” adds Jose. “If a region doesn’t plan for testing at the beginning of their campaign planning process, for instance, it becomes very difficult to test something more dramatic like a new value proposition or personalization experiences.”

Despite the challenges, Sarah and Jose believe in conversion optimization. Of course, it’s a lot easier to sell the idea of CRO if there’s already a data-driven, testing culture within a company.

Q: Was there a testing culture at ASICS before your partnership with WiderFunnel?

“We had a process in place. We had introduced the LIFT Model®, actually. The LIFT Model is an easy framework to work with, it’s easy to communicate. But there wasn’t enough momentum, or resources, or time put into testing for us to say, ‘We have a testing culture and everybody is on board.’ Before WiderFunnel, there were a few seeds planted, but not a lot of soil or water for them to grow,” says Jose.

LIFT_Model
WiderFunnel’s LIFT Model details the 6 conversion factors.

Q: So, there wasn’t necessarily a solid testing culture at ASICS – how, then, did you go about convincing your team to invest in CRO versus another marketing strategy?

“Education. For everything in enterprise, education is the most important thing you can do. As soon as people understand that they can translate a campaign into a certain amount of money or ROI, then it becomes easy to say ‘Ok, let’s try something else that can tie to the money,’” says Jose, firmly.

“A different strategy is just downplaying the impact of testing. ‘It’s just a test, it’s just temporary for a couple of weeks,’ I might say. Either people understand the value of testing, or I diminish the impact that a test has on the site.”

“Until it’s a huge winner!” I interject.

“Yes! Obviously, if it’s a huge winner, I can say, ‘Oh, look at that! Let’s try another,’” chuckles Jose.

Jose and Sarah focused on education and, with a bit of luck and good timing, they convinced ASICS to invest in conversion optimization.

Q: Has it been a good investment?

“Everybody goes into this kind of investment hoping that there will be a test that will knock it out of the park. You know, a really clear, black and white winner that shows: we invested this amount in this test and in a year it will mean 5x that amount.

“We had a few tests that pointed in that direction, but we didn’t have that black and white winner. For some people, they have that black and white mentality and they might ask if it was worth it.

“I think it was a wise investment. It’s a matter of time before we run that test that proves that everything is worthwhile or the team as a whole realizes that things that we’re learning, even if they’re not at this moment translating into dollars, are worthwhile because we’re learning how our users think, what they do, etc.”

After establishing ASICS’ satisfaction, I wanted to move on to the logistics of managing a conversion optimization program both internally and in conjunction with a partner. First things first: successful relationships are all about communication.

Q: How do you communicate, share ideas, and implement experiments both between your internal teams and WiderFunnel? How do you keep everyone aligned and on the same page?

Sarah explains, “We’ve tried a few different management tools. Right now, JIRA seems to be working well for us. I can add people to an already existing ticket and I don’t have to add a lot of explanation. I can just say, Aswin and Nick came up with this idea, it’s approved, here’s a mock up. Everything is documented in one place and it’s searchable.

“I don’t necessarily think JIRA is the best tool for what we’re doing, but it allows us to have a whole history in a system that our development team is already using. And they know how to use it and check off a ticket and that’s helpful.

Related: Get organized with Liftmap. This free management tool makes it easy for teams to analyze web experiences, then present findings to stakeholders.

“I also send emails with recaps, because digging through those long JIRA discussions is kind of rough.”

Q: How do you share what you’re working on with other teams within ASICS?

“There are two parts to sharing our work: what’s going on and what’s coming,” explains Jose.

“You can see what’s coming in JIRA: tests that are coming and ideas that are being developed.

“Once we have results from a test and a write up, we’ll put a one-pager in a blog style report. When we have a new update, we send an email with the link to the one-pager and I also attach it as a PDF so that anyone who may not have access can still see the results.”

Sarah adds, “They’re very clear, paragraph form explanations with images of everything we’re doing. It’s less technical, more ‘this is what we tried, these are our assumptions, these are our results, this is what we’re going to do.’

This gives the Execs that aren’t on the day-to-day a snapshot showing we’ve made progress, what next steps are, and that we’re doing something good.

Q: How do you engage your co-workers and get them excited about conversion optimization?

Jose says, “I’ve gotten some comments and questions [on our one-page reports]. Obviously, I would like to get more. Once we have more resources, we’ll be able to put different strategies in place to get more engagement from the team. Lately, I’ve been trying to give credit to the region at least that came up with whatever idea we tested.

“I would like to get even more specific as we get more momentum, being able to say things like ‘Pete came up with this idea…and actually it didn’t work out, though we did learn insight X or insight Y.’ or ‘Pete came up with his third winning idea in a row—he gets a prize!’

There’s a level of fun that we can activate. We have some engagement, but I’m hoping for more.

Q: Ok, you’ve concluded a test, analyzed and shared your results — what’s your process for actually implementing changes based on testing?

Jose is quick to respond to this question, giving credit to Sarah: “Sarah’s involvement in our conversion optimization program has been great. Ultimately, Sarah is the one who gets things onto the site. And that’s half of the equation when it comes to testing. It’s so necessary having someone like Sarah invested in this. Without her, the tests might die in development.”

Sarah laughs and thanks Jose. “A lot of my job is managing expectations with our regions,” she explains. “Some regions want to test everything, and they want to do it now, and we have to tell them ‘That’s great, but we can’t give you all of our attention.’ Whereas some regions barely talk to us and have a lot of missed opportunities, so we have to manage the testing and implementation on their site.

“For less engaged regions, we try to communicate “Hey, we have evidence that this change really helped — look at all the sales you got and all of the clicks you got, we’d like you to have this on your page.

“Testing also takes a lot of the back and forth and Q & A out of implementation because we already have something that works. And, unless there’s some weird situation, we can roll a change out globally and say, ‘This is where the idea came from, it came from so-and-so, it’s pushed all the way through and now it’s a global change.’

“We can invite the regions to think of all of the awesome things we can do as a global team whenever we work together and go through this process. And other people can say ‘Hey, we did this! I have some more ideas.’ And the circle continues. It’s really great.”

You’ve both spent a lot of time working with WiderFunnel to build up ASICS’ conversion optimization program, so I’ve got to ask…

Q: What are the biggest challenges and benefits of working with a partner like WiderFunnel?

“The biggest challenge in working with any partner is response time: me responding in time, them responding in time. I’m also the middle man for a lot of things, so maintaining alignment can be tough,” says Sarah.

“But as far as benefits go, it’s hard to choose one. One of the biggest has been WiderFunnel’s ability to take the debate out of a testing decision. You’re able to evaluate testing ideas with a points structure, saying, ‘We think this would be the most valuable for you, for your industry, for what we’ve seen with your competitors, this is the site you should run it on, we think it would be best on mobile or desktop, etc.’

“And we can rely on WiderFunnel’s expertise and say, ‘Let’s do it.’ We just have to figure out if there’s anything that might really ruffle feathers, like making changes to our homepage. We have to be careful with that because it’s prime real estate.

“But if it’s a change to a cart page, I can say, ‘Yes, let’s go ahead and do that, get that in the queue!’ It’s all about getting those recommendations. And once we have a few smaller wins, we can move up to the homepage because we’ve built that trust.

“Another benefit is the thorough results analysis. The summary of assumptions, findings, charts, data, graphs, next steps and opportunities. That’s huge. We can look at the data quickly and identify what’s obvious, by ourselves, but it takes time for us to collate and collect and really break down the results into very clear terms. That’s been hugely helpful,” she adds.

For Jose, the benefit is simple: “Getting tests concluded and getting ideas tested has been the most helpful. Yes or no, next. Yes or no, next. Yes or no, next. That’s created the visibility that I’ve been hoping for — getting visibility across the organization and getting everybody fired up about testing. That’s been the best aspect for me.”

Are you your organization’s Optimization Champion? How do you spread the gospel of testing within your organization? Let us know in the comments!

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A day in the life of an optimization champion