Tag Archives: customer centred

How to make your emails easier to read, understand, and action

30 Oct

How to make your emails easier to read, understand and action

 
I remember in GCSE Business Studies being taught about how to write a memo. Though I never got the chance to right a real memo as by the time I had finished college and university the business world was using email.  I wonder if pupils are taught how to write emails in school today. I hope so. If I were teaching them how to write a good email I’d ask them to think more about the recipient of the message, or the user if you will. Here are my five tips to make it easier for the recipient of your email to read, understand and action your message.

1. Include your phone number

Many people include the option to ‘phone me if you have any questions’ in their message. Yet, it is surprising how many emails don’t include a phone number. Make it easy, even if you’re not offering an option to call you back, leave your number and save the reader the hassle of trying to dig out your number from somewhere else when they want to call you.

2. Provide a response deadline

You need a response quick smart. The person you sent the email to scan reads the email and prioritises a few other things over it. The deadline comes and goes, you get frustrated. Explain that you need a response by a specific time in your email so your recipient can respond accordingly, or at least let you know that the deadline is too tight! Either way, the risk is mitigated.

3. Don’t Cc anyone

Over my years as a project manager, I often received emails just to keep me ‘in the loop’. But when everyone does this it becomes a chaotic mass of noise making it difficult and time consuming to know where to focus. How many emails in your inbox are actually for you? How many people do you Cc, just in case? When sending an email ask yourself, who really needs to receive this? If the recipient doesn’t warrant being in the ‘To’ field, why are they receiving this email? Remove them, save them time, and if you need to communicate with them email them directly.

4. Keep it short

Long emails are laborious to read, and often most of the information isn’t needed. Use emails to stick to the point. If a deeper level of discussion is needed, pick up the phone (see #5), or if you have a lot to say to lots of people, don’t write a long email and send it to everyone (see #3), write a few short emails and send it only to those that need it. If you have lots of discussion points and activity to go through, use collaboration tools like Basecamp, Evernote, and Pinterest.

5. Pick up the phone

When you have quite a bit to say, or the subject matter is quite difficult to word in an email, just pick up the phone. The amount of lost  time mulling over the content of your email, combined with the time for the recipient has to decipher it is rarely worth it, especially when the thread can get quite long. Often the whole point can be resolved in a five minute phone call. So ask yourself, will this be easier to talk through? Will the back and forth emails take too long? If yes, don’t be afraid to pick up the phone!

 
This may not be what they teach in GSCE business studies, but if we all apply these tips we’ll all be much happier receivers of email, and our inboxes might be a little more manageable.

If you’d like to chat about how we can help you communicate better with your users, get in touch. We’d love to hear from you.

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Ali Carmichael

About Ali Carmichael

Ali (or Alasdair) is an experienced project manager who loves his Gantt charts and milestones! He has over 12 years' experience managing successful online experiences for world class brands. Ali is responsible for ensuring our clients love what we do for them. Follow Ali on twitter @AliJCarmichael

The difference between marketing profiles and user profiles

16 Sep

Personas Image

At University we always designed for the ‘target audience’, broadly meaning; the people who would use the product/website etc. Sounds simple and straightforward enough, and yet I always struggled with it, but never understood why.

 

So, what does a ‘target audience’ include?

The first thing we were told was to simply think about; who do you think will use the product? What job do they have? Where do they live? What activities will they do? How much money will they earn? Down to what clothes would they wear?

At university the ‘target audience’ was always something I personally struggled with. Trying to cater to an invisible audience that I had to define before the product idea had been fully developed stumped me every time. I just couldn’t get a grip on generalising (as I saw it) to that scale, trying to come up with minute details for these peoples’ lives so that I could design specifically for all of them. Now that left me feeling a bit stupid, but I was never told exactly what I was looking for in a target audience, how to work that out and how it should influence my concept and design. Needless to say I was never taught user profiling.

It wasn’t until I started my role here at ES that it finally clicked, and I understood why I had had so much trouble with the ‘target audience’ aspect at university. What I learned from the guys here is that there are two types of profiling that happen within the sphere of a target audience; a marketing profile, and a user profile. They appear to be the same thing, and it took some patience on their part in order to communicate to me what the specific differences were between the profiles we make, compared to the profiles that are generally thought to represent that of the customer.

 

Marketing Profiles – a look at where they work, what car they drive…

Marketing profiles, generally speaking, are what companies use to determine how they can sell products and services to their prospective customers; what paper do they read, where do they live, what car do they drive, what their household income is, etc. They need to know this sort of personal information so they can target, design for, respond to, and basically pander to the customer’s interests and habits.

This information helps them to speak in the right language, at the right level. It helps them to advertise in specific publications. It knows what TV programs they are most likely to watch, and therefore where to place their ads. This of course is all relevant when trying to publicise the company. For example, your marketing profile might look like this:

“Mary, a 35 year old mother of two, household income of £60k, drives a VW Golf, reads the    Daily Mail, uses the internet mainly for emails and shopping, lives in the South East”

But how does this help to prioritise the content and functionality on a website?

 

User Profiles – focusing on the individuals goal

On the other hand, a user profile focuses on the goals of people who will use the service. When creating a user profile there are a different set of questions which must be thought about, for example; what is the user’s goal? Why do they need to achieve this? How quickly do they need to achieve this? And what steps do they need to go through to reach their goal?

If we take an online balloon retailer who needs their site redesigned, a user profile for that site would look something like this:

“Mary, her daughter’s birthday party is in two weeks, she needs 20 balloons that will ideally have    her daughter’s name (Louise) on and be pink in colour”

Of course these questions will be affected by such things as who the individual is and what kind of job they may do, however it is not dependant on all, or sometimes any of those factors at one time. It doesn’t matter if I am a mum, sister, or friend planning a birthday party for someone, I will still need to buy 20 balloons. That is my end goal which I want to be as simple, easy, and stress free as possible.

 

So what did I learn?

Although I still feel mildly ignorant for not having figured this out by myself, I now see where I went wrong at Uni. A user profile, and decent understanding of the goals your end-user will want to achieve, should be the main force driving the design of a products core structure. A marketing profile can then be used to help decide on the visuals and aesthetic appeal to appeal to the use once the site is built in a user-friendly way.

What do your profiles look like, and how do you use them?

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Samantha Harvey

About Samantha Harvey

Sam recently graduated from Visual Communication. She joined our team in April 2011 and has been conducting user research and has been making sure our user interfaces follow good design principles. She's keen to point out our poor selection of fonts... er I mean typography (sorry Sam). Follow Samantha on twitter @samharvey_ux

Getting the balance right between website business goals and user goals

15 Dec

Pushy sales guy

Our primary function as a business is to bring our clients closer to the users of their website. It’s difficult to remain objective and see things from your users perspective when it’s your website. When you have conceived ideas, directed the look and feel and even written the copy. You know your website and your organisation inside out and you know what you want to achieve with your site.

 

Users don’t care about your business

When we put users in front of your site, they don’t care about what you want them to do, they don’t care about your business, they just need to get things done. It can be really difficult for us to break this news to our clients sometimes, but more often than not users don’t care about you, they are too focused on all the things they need to get done. Finding out more about how great your company is hasn’t made it to their to do list.

 

You need to make a decision about your website

If you run a website, you need to make a decision. You can either continue to push the objectives of your company and go on the hard sell, or you can accept that you are not that important in the users eyes, and focus on helping them instead. We encourage our clients to think of their site in terms of a sales person just inside the door of a showroom. As the customer walks through the door, what type of sales person do you want to be? The pushy sales guy, or the genuine sales assistant?

 

The pushy sales guy website

The pushy sales guy website acts something like this when a customer walks in the door/enters the website:

Top heavy business goals

Unfortunately, this type of website is quite common. The homepage is all about the organisation and all the navigation and calls to action are designed to push the business goals without any real thought for what users goals might be.

 

The helpful sales guy website

The helpful, genuine sales guy on the other hand might go something like this:

 

Balanced business goals

 

Focus on user goals and you’ll satisfy your business goals

Ok, so this is all a little oversimplified perhaps, but in principle we find the websites that really frustrate users are those which are too inwardly focused and over prioritise their business goals over their users’ goals. In contrast, the websites we find users naturally want to use again and again are those which balance the needs of their business with the needs of their users. By ensuring their users can find what they are looking for quickly and easily, they generate more repeat business and more sales as a result. A genuine focus on user priorities generates a big difference to their business goals.

 

Does your website act like a pushy sales guy?

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Damian Rees

About Damian Rees

Damian has worked as a usability and user experience consultant for over 13 years. He has worked in senior roles within companies like the BBC and National Air Traffic Services where he has researched and designed for users in a variety of different contexts including web applications, voice recognition, and air traffic control interfaces. Follow Damian on twitter @damianrees

Which is best for you? A focus group or consumer panel?

18 Jun

Focus Groups vs. Customer Panels

When talking to our clients about focus groups and customer panels they invariably reply, ‘there’s a difference?’. Indeed there is, and it can have a lot of impact on the type of research you can do and the feedback you will receive.

If you conduct a focus group, you get a one shot deal. They will tell you what they think of your site or product, and then go away. All the data you get from them is received in isolation of any other factor. This might be good when asking about something definitive like a brand name or logo and asking ‘what do you think?’

A panel, on the other hand, offers a way of evolving your ideas and receiving feedback from the same people through the changes. A panel can be reconvened at regular intervals to monitor progress of, say, a new shopping site page, to see how their opinions have changed and if those changes are for the better or worse.

Naturally, the latter is more expensive, as the subjects need paying or rewarding for their time, opinion and loyalty over the course of a project. But, the information that your regular panel members provide can help bring a project from its origins to conclusion in a meaningful and structured manner.

So, you can see that the two distinct groups can serve very different purposes. For example, anything that is being researched as a concept, such as an advert or cosmetic site refresh, can go to the focus group for a snapshot of opinion and some yes/no answers to design questions.

On the other hand, when you need some ongoing feedback, turn to the consumer panel and you will see how their opinions evolve with your product. The downside of the panel is that you need some guarantee of open mindedness and a willingness to share opinion.

Another difference is that while both are traditionally run as face-to-face events, it is now easier to run a quick focus group over the Internet, allowing for the rapid collection of data. A long-running consumer panel is still best run as a face-to-face exercise to allow for a more detailed approach and the ability to observe the reaction of subjects.

Someone who starts out with negative thoughts may well harbour them through a project, no matter how it progresses and you might find that your panel runs out of love for the project long before you do. This is where companies that run these panels and groups try to find the right people, a task that would be tough for most businesses.

So, there can be a fine line between when to call in the consumer panel or when to get a focus group to do some opinion forming for you. Or, if your project or product is easily adjustable, why not try evolving it in front of the focus group and see their reactions and impressions change live on the day to try to shorten the timeline and development process. It’s amazing what some hard focus and nimble evolution can do.

What type of group do you think would benefit your company or product better?

Related services: Focus Groups & Customer Requirements Capture

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Damian Rees

About Damian Rees

Damian has worked as a usability and user experience consultant for over 13 years. He has worked in senior roles within companies like the BBC and National Air Traffic Services where he has researched and designed for users in a variety of different contexts including web applications, voice recognition, and air traffic control interfaces. Follow Damian on twitter @damianrees

Weekly usability checklist

18 Sep

usability-checklist-image

For many in the retail industry a regular shop walkthrough is an essential part of the manager’s role to ensure the environment is clean, the products are in the right places, and the shelves are stocked. Do you do the same checks on your website?

Your website is just like a retailer’s shop floor, it’s your front of house. How much time do you spend reviewing your website in a week? How often do your staff, or other team members, spend on the website every week? Ask them. You may be shocked to find that no-one is regularly checking the site. What are you waiting for? Customers to complain? Sales to drop? Traffic to plummet?

Stop waiting and start implementing a set of regular and very simple tasks to ensure that your site is checked on a weekly basis. Websites grow organically and although there’s no substitute for regular usability testing, there are methods you and your team can do adopt to keep a check on your site to ensure usability issues don’t develop as the site grows. After we work with a client to improve the usability of their website we provide them with a checklist to use which helps them maintain usability, you can download it here for free.

pdf-icon1Download our Weekly Usability Checklist for you and your team to maintain good usability on your site. Feel free to pass it on to colleagues

Some of these may seem overly simplistic, but many companies are not carrying out these fundamental checks on a regular basis. If you and your staff were to spend 10 minutes a day or an hour a week just running through some of these simple checks you can be confident that you are keeping your front of house in check and giving your site visitors no encouragement to go back to Google to visit your competitors

Are you keeping your site in check?

Related services: Usability testing, and User experience audit

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Damian Rees

About Damian Rees

Damian has worked as a usability and user experience consultant for over 13 years. He has worked in senior roles within companies like the BBC and National Air Traffic Services where he has researched and designed for users in a variety of different contexts including web applications, voice recognition, and air traffic control interfaces. Follow Damian on twitter @damianrees