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Martine Farrugia
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Martine Farrugia
An integral part of the user journey, forms done incorrectly create barriers between you and your customer. Here are our five rules for designing forms.

1 Don’t confuse your audience

K. D. Lang said ‘You have to respect your audience. Without them, you’re essentially standing alone, singing to yourself.’

When it comes to forms, respecting your audience means understanding their needs and putting them first. It’s pretty likely that your customers are filling your forms in with some sort of time pressure – whether it’s joining you to start benefiting from your products, or making a claim on an insurance policy – so you need to do the legwork to make the experience as simple as possible.

This starts, naturally, with the first page of the form and getting it right. It’s tempting to dive straight in to the questions but you’ve got to give context – make sure you’re answering these five key points in your upfront instructions:

  • who should be filling in the form?
  • why should they be completing it?
  • what should they complete?
  • how do they return it?
  • and what happens then?

 

Charles Stanley paper form
Setting the scene with upfront instructions

 

2 Direct the traffic

Controversial Conservative leader Maggie Thatcher said ‘Standing in the middle of the road is very dangerous; you get knocked down by the traffic from both sides.’

While we’re pretty certain she was referencing political opinion rather than highway policies or form design, she has a point. A key component of an effective form is a logical flow that’s supported by sectioning and routing that clearly sets out who needs to do what.

So, it starts with establishing a form narrative (essentially, the information you’re looking to capture in an easy to follow order) and breaking it down into modular blocks that make sense to the reader.

Think of it as a workout: start with the basics to warm your user up. Ease them in by asking for their personal details and the stuff they know like the back of their hand, then build up to the questions that require a little more effort. At this point, they’ll be invested in the experience and ready for that extra push of in depth responses that get them across the finish line.

 

3 Use the right tools

According to Scottish philosopher Thomas Carlyle, ‘Man is a tool-using animal. Without tools he is nothing, with tools he is all.’ Moral of the story? Make sure you’re using the right tools for the job.

Too often we see paper forms designed in Microsoft Word resulting in a form filling experience that’s nothing short of a nightmare. First and foremost, forms need to function and they need the precision that a professional programme such as Adobe InDesign provides. This type of software enables designers to create templates and establish rules for how things should look and feel within a single form as well as a suite. It makes it easier for modules to be multiplied and applied consistently, and it eliminates the pesky problem of moving just one millimetre and throwing out the entire alignment of the document. And with forms acting as an extension of your brand, you need to be able to use all your lovely colours, icons and elements without their quality being compromised.

And when it comes to the web, not taking advantage of the available functionality means you’re setting yourself and your customers up for a fall, right from the beginning. Being able to build in error validation and flag when fields haven’t been filled in – or haven’t been filled in correctly – you can get customers to self-correct so the responses they give you are right first time, saving precious processing time down the line.

Al Rayan Bank form error
In-field validation can eliminate errors in a flash

 

4 Ensure brevity isn’t your enemy

Kofi Annan got it right: ‘knowledge is power and information is liberating’.

While a seemingly endless form is no one’s idea of fun, it’s important that your questions are given enough room to breathe. Cramming fields into a single sheet to save on print costs is likely to see your other overheads skyrocket as the complaints (or errors) come flooding in.

A form should act as a dialogue with appropriate cues and room for responses, and so don’t shy away from spreading your content across the (printed or web) page. And if you’re worried about your customers losing steam when faced with a lengthy form, there’s lots of things you can do to help push them through it:

  • Use colour-coding to trigger the brain’s sensory receptors, divide up the information and then ‘reward’ the formfiller when they complete each section
  • Put customer-friendly guidance at the point of need so your customers don’t have to dig out other documentation to explain what you’re asking for, and
  • Use field types that outline the kind of information you’re looking for. Asking for a date? Use a comb box or provide a clickable calendar to pick from.
Barclays Corporate bank digital form
Set expectations with fields designed to tell half the story

 

5 Add the finishing touches

The fabulous Marc Jacobs said: “To me, beauty and makeup and color is like the finishing touch on everything.”

You may not be designing a dress for J Lo, but you need to work it like you’re on the red carpet. Your form is still a part of your suite of communications and it needs to be on brand – simply sticking your logo at the top of page one or using the browser’s default display is doing your document a disservice.

By bringing in brand fonts (or web equivalents, if necessary), icons, colours, photographs and other assets, you can foster an even deeper connection with your customers and build your brand awareness. With consistency being key to any long-term communication strategy, ensuring that your transactional touchpoints fit into your brand should be top of your list.

Guardian paper forms
Let your forms act as an extension of your brand with fonts, iconography and colour all playing their part

When you combine the strength of your brand with creative information design and simple, effective language, you can create first class forms. I’ll leave you with one last parting quote and some food for thought: American journalist H. Allen Smith once said, ‘the human animal differs from the lesser primates in his passion for lists.’

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