rtfm? rtfi! interface text is the new help

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RTFM? RTFI! Interface text is the new help Rachael Mullins @rachaelamullins | Kylie Nicholson @oh_contraire | #ASTCconf2016

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Page 1: RTFM? RTFI! Interface text is the new help

RTFM? RTFI!

Interface text is the new helpRachael Mullins @rachaelamullins | Kylie Nicholson @oh_contraire | #ASTCconf2016

Page 2: RTFM? RTFI! Interface text is the new help

https://twitter.com/mizko/status/739995040643059712

Page 3: RTFM? RTFI! Interface text is the new help

A post-help era?

@rachaelamullins @oh_contraire #ASTCconf2016

I can’t be bothered figuring this out, I’ll just move to

a different app

Page 4: RTFM? RTFI! Interface text is the new help

It’s an opportunity, not the end of the world

● More immediate connection with users

● Improve the product itself

● Remove barriers between product and help

@rachaelamullins @oh_contraire #ASTCconf2016

Page 5: RTFM? RTFI! Interface text is the new help

Spoiler alert: What we’ll look at

● So what is interface text?

● But what about the help?

● The nuts and bolts of writing for the interface

● Bringing it all together in an agile software company

● What we’ve learned along the way

@rachaelamullins @oh_contraire #ASTCconf2016

Page 6: RTFM? RTFI! Interface text is the new help

So what is interface text?

@rachaelamullins @oh_contraire #ASTCconf2016

Page 7: RTFM? RTFI! Interface text is the new help

IRL@rachaelamullins @oh_contraire #ASTCconf2016

Page 8: RTFM? RTFI! Interface text is the new help

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

ButtonsLabelsMenus

BreadcrumbsPage titles

Help textHyperlinks

PlaceholdersNotifications

Errors

… and more

Page 9: RTFM? RTFI! Interface text is the new help

Basically, it’s the words on the screen

@rachaelamullins @oh_contraire #ASTCconf2016

Page 10: RTFM? RTFI! Interface text is the new help

What can good interface text do?

● Help make the design usable

● Manage expectations

● Reassure users

● Prevent problems before they happen

● Compensate for poor workflows :(

@rachaelamullins @oh_contraire #ASTCconf2016

Page 11: RTFM? RTFI! Interface text is the new help

But wait, there’s more

Get users to first ‘wow’ moment

@rachaelamullins @oh_contraire #ASTCconf2016

Help users discover features

Page 12: RTFM? RTFI! Interface text is the new help

Interface text is the first line of defence

@rachaelamullins @oh_contraire #ASTCconf2016

Page 13: RTFM? RTFI! Interface text is the new help

But what about the help?

@rachaelamullins @oh_contraire #ASTCconf2016

Page 14: RTFM? RTFI! Interface text is the new help

50-60%of MYOB clients don’t access the help before calling support

@rachaelamullins @oh_contraire #ASTCconf2016

MYOB contact centre survey 2015-16

Page 15: RTFM? RTFI! Interface text is the new help

If they won’t read the help, how do we help them?

Make it easier to find the help?

Bring the help to them?

@rachaelamullins @oh_contraire #ASTCconf2016

Page 16: RTFM? RTFI! Interface text is the new help
Page 17: RTFM? RTFI! Interface text is the new help

If they won’t read the help, how do we help them?

Make it easier to find the help?

Bring the help to them?

But why not give them help before they even need it?

If you can help users in the interface, why wouldn’t you?

@rachaelamullins @oh_contraire #ASTCconf2016

Page 18: RTFM? RTFI! Interface text is the new help

The nuts and bolts

@rachaelamullins @oh_contraire #ASTCconf2016

Page 19: RTFM? RTFI! Interface text is the new help

“You’ll never spend more time writing fewer words”

Cheryl Lowry6 things I’ve learned about writing user

interface text

@rachaelamullins @oh_contraire #ASTCconf2016

Page 20: RTFM? RTFI! Interface text is the new help

If you can write for the web, you’re halfway there

● Use plain language

● Be concise

● Make it scannable

● Chunk your content

● Be objective, not promotional

● Use hypertext

@rachaelamullins @oh_contraire #ASTCconf2016

Page 21: RTFM? RTFI! Interface text is the new help

Content is part of the design

How it worksInteraction design

ProductHow it looksVisual design

What it saysInformation design

Page 22: RTFM? RTFI! Interface text is the new help

Use your (limited) space wisely

● Edit ruthlessly

● Front-load your sentences

● Use lists if needed

● Highlight the important stuff (bold, colour, size)

@rachaelamullins @oh_contraire #ASTCconf2016

Page 23: RTFM? RTFI! Interface text is the new help

TMI is as bad as not enough

Ask:

● Is it relevant for the majority of users?

● Is it important right now?

@rachaelamullins @oh_contraire #ASTCconf2016

Page 24: RTFM? RTFI! Interface text is the new help

Does a picture tell a thousand words?

@rachaelamullins @oh_contraire #ASTCconf2016

Page 25: RTFM? RTFI! Interface text is the new help

Does a picture tell a thousand words?

@rachaelamullins @oh_contraire #ASTCconf2016

Facebook

Twitter

Instagram

Page 26: RTFM? RTFI! Interface text is the new help

Does a picture tell a thousand words?

@rachaelamullins @oh_contraire #ASTCconf2016

● Save space for more important info

● No need to localise

● Nice and minimalist

But...

Page 27: RTFM? RTFI! Interface text is the new help

@rachaelamullins @oh_contraire #ASTCconf2016

Icon vs text

@lukew

This version was clicked by 20% more users

Page 28: RTFM? RTFI! Interface text is the new help
Page 29: RTFM? RTFI! Interface text is the new help

You’re not a robot -- it’s (usually) OK to add personality

@rachaelamullins @oh_contraire #ASTCconf2016

Too much

Page 30: RTFM? RTFI! Interface text is the new help

You’re not a robot -- it’s (usually) OK to add personality

@rachaelamullins @oh_contraire #ASTCconf2016

Not enough

Page 31: RTFM? RTFI! Interface text is the new help

You’re not a robot -- it’s (usually) OK to add personality

@rachaelamullins @oh_contraire #ASTCconf2016

Middle ground?

Page 32: RTFM? RTFI! Interface text is the new help

Empathy!

● Understand the user’s context

● Don’t manipulate users

● Eliminate jargon

● Focus on the benefits to your users

● Reflect how your users talk

● Read it aloud, does it sound like a human?

@rachaelamullins @oh_contraire #ASTCconf2016

Page 33: RTFM? RTFI! Interface text is the new help

Jetstar, via @daleotoole@rachaelamullins @oh_contraire #ASTCconf2016

Page 34: RTFM? RTFI! Interface text is the new help

TurboTax, via @kateo@rachaelamullins @oh_contraire #ASTCconf2016

Page 36: RTFM? RTFI! Interface text is the new help

@rachaelamullins @oh_contraire #ASTCconf2016

Page 37: RTFM? RTFI! Interface text is the new help

Some tips for common elements

@rachaelamullins @oh_contraire #ASTCconf2016

Page 38: RTFM? RTFI! Interface text is the new help

Let’s talk about...

● Buttons

● Hyperlinks

● Placeholder text

● Error messages

● Help in the interface

@rachaelamullins @oh_contraire #ASTCconf2016

Page 40: RTFM? RTFI! Interface text is the new help

● Use meaningful, active verbs (be suspicious of ‘OK’)

● Be accurate (what will happen when users click?)

Buttons

● Offer a clear choice between actions (no overlap)

@rachaelamullins @oh_contraire #ASTCconf2016

Page 41: RTFM? RTFI! Interface text is the new help
Page 42: RTFM? RTFI! Interface text is the new help

Hyperlinks

What’s wrong with Learn more links?

@rachaelamullins @oh_contraire #ASTCconf2016

Links should have good information scent

Descriptive link textis good for SEO

Page 43: RTFM? RTFI! Interface text is the new help

● Disappears when users start typing

● Might cause users to ‘miss’ fields

● Do you need a placeholder at all?

Placeholder text

@rachaelamullins @oh_contraire #ASTCconf2016

Page 44: RTFM? RTFI! Interface text is the new help

Error messages

@rachaelamullins @oh_contraire #ASTCconf2016

Before After

Page 45: RTFM? RTFI! Interface text is the new help

Error messages

● Say what’s gone wrong

● Give users a path forward

● Consider severity, impact and frequency

● If it’s your fault, own it

@rachaelamullins @oh_contraire #ASTCconf2016

Page 46: RTFM? RTFI! Interface text is the new help
Page 47: RTFM? RTFI! Interface text is the new help
Page 48: RTFM? RTFI! Interface text is the new help

Helper text attached to an interface element

Help in the interface

@rachaelamullins @oh_contraire #ASTCconf2016

Page 49: RTFM? RTFI! Interface text is the new help

Help in the interface

@rachaelamullins @oh_contraire #ASTCconf2016

Guided help

Page 50: RTFM? RTFI! Interface text is the new help

Help in the interface

@rachaelamullins @oh_contraire #ASTCconf2016

‘Just in time’ help

Page 51: RTFM? RTFI! Interface text is the new help

Help in the interface

@rachaelamullins @oh_contraire #ASTCconf2016

Chatbots!

Page 52: RTFM? RTFI! Interface text is the new help

Bringing it all together

@rachaelamullins @oh_contraire #ASTCconf2016

Page 53: RTFM? RTFI! Interface text is the new help

The UI writer workload

PMsBAs UX Users Devs QA Release

@rachaelamullins @oh_contraire #ASTCconf2016

Page 54: RTFM? RTFI! Interface text is the new help

We learned some things

@rachaelamullins @oh_contraire #ASTCconf2016

Page 55: RTFM? RTFI! Interface text is the new help

1. Be there from the start

● Get involved in the design phase

● Become BFFs with the UX team

@rachaelamullins @oh_contraire #ASTCconf2016

Page 56: RTFM? RTFI! Interface text is the new help

2. There will be some limitations

● Fight for the user (even if it means more dev time)

● Things move fast (but you shouldn’t)

● Marketing’s not (always) the

@rachaelamullins @oh_contraire #ASTCconf2016

Page 57: RTFM? RTFI! Interface text is the new help

3. Own the words

● Establish yourself as the expert writer

● Test your words

● Have the final say

@rachaelamullins @oh_contraire #ASTCconf2016

Page 58: RTFM? RTFI! Interface text is the new help

To sum up

@rachaelamullins @oh_contraire #ASTCconf2016

● Opportunity to make a bigger impact on users

● We already have the skills

● It’s a natural evolution

● You can add real value to your business

Page 59: RTFM? RTFI! Interface text is the new help

Questions?

@rachaelamullins @oh_contraire #ASTCconf2016

Page 60: RTFM? RTFI! Interface text is the new help

Resources

Writing for the web, Nielsen Norman Group

UI content resources, Megan Whalin

Write like a human, Medium publication

The style of elements, Medium publication (compiled by Tamara Hilmes)

Writing for user interfaces, Beth Aitman

Microcopy patterns, @tinywordsmatter

Interface writing guide, Google

@rachaelamullins @oh_contraire #ASTCconf2016

Page 61: RTFM? RTFI! Interface text is the new help

Resources

How to write for user interfaces, Ocado

Error message style guide, MailChimp (check out the whole style guide, it’s great!)

Copy that: Helping your users succeed with effective product copy [VIDEO], Sarah Day

Before the docs: writing for user interfaces [VIDEO], Beth Aitman

The art of writing microcopy, Christine Cawthorne

Interface writing: code for humans, Nicole Fenton

How to design words, John Saito

@rachaelamullins @oh_contraire #ASTCconf2016

Page 63: RTFM? RTFI! Interface text is the new help

Thanks for watching

:)

Rachael Mullins@rachaelamullins

Kylie Nicholson@oh_contraire

#ASTCconf2016

(Want access to the full presentation, commentary and all? Get in touch!)