Removing Stumbling Blocks In Mobile Forms

A few weeks ago, I was quite surprised when I saw the pavement quickly approaching while I was out for a walk. Laying there stunned, I soon realized what had happened: I fell. Ouch. B-minus. I normally try to be as attentive as possible, but this time a big crack in the pavement caught my shoe and threw me completely off balance.
After reporting my clumsy accident to friends and family, I instantly received comments like: “be more careful” or “better watch out next time”. In the end, I started to defend myself—if that crack would not have been there, I most likely would not have been face-planted.

When it comes to filling out forms on a mobile phone, I have observed many users running into a similar experience, merely less painful in its physical aspect. Many elements within a mobile form affect how smoothly users will get to a service or product hiding behind a form of any kind.
There are several factors that can be considered to be stumbling blocks throughout the journey of filling out a form. Specifically on a portable device, this journey is complicated by the fact that we have to consider contextual parameters such as time, location, or limited input options, in comparison to a firm desktop experience. In this post we will look at the most common stumbling blocks for mobile devices. Moreover, I will discuss design strategies to avoid stumbling blocks and to facilitate a safe and quick stroll through forms for mobile users.
Help Users Stay On The Right Path
Some might say that elegantly designed forms can be compared to the likes of an efficient traffic system—as soon as you enter the road, you also enter a world of permanent and dynamic guidance that helps navigate you safely to your final destination. For example, the crosswalk signals tell you when it is okay to cross the street, just as the street signs signal the names of the streets that you are on.
Street lights are also provided to help you navigate through difficult terrain in the dark. Keeping in mind your ultimate destination, you ultimately decide where to go, step by step. Road signs present your options and point out limitations. You can follow the traffic, take a short cut, or obey the navigation system on your phone.
In this situation, comprehensible and timely feedback is vital. The same applies to mobile form design. Signposts and immediate feedback encourage users to complete a form. Although inputting data on a mobile device can be very cumbersome, many people happily key in vast amounts of information when using services such as Twitter, Facebook, or text messaging on their mobile devices. Such services are good examples of how seemingly poor interfaces will not stop people from using a much wanted service, as long as the return of their effort is evident. People who understand and trust the outcome of their journey are less likely to hesitate about wandering even down a difficult path.
However evident the effort of typing on a mobile device might be, inputting data can take some time and can also become frustrating very quickly. Letting your users know almost instantly that they provide data in the wrong format, or that their username is already taken, is important. In the same way, a form can tell them where they are within the form, to make sure they don’t type the right data into the wrong field.
Furthermore, portable devices are more likely to suffer from connection errors and slow connections than desktop devices. Client-side validation techniques, such as HTML5/CSS based or optimized JavaScript approaches, have proven to be advantageous in this case, as they reduce the amount of data transfer to easily allow UI enhancements while coping with less stable connections. But keep in mind when using JavaScript for form validation, that some mobile browsers (such as the Blackberry OS browsers—except of the most recent one), are not JavaScript enabled per default. Therefore, users who are unable or uninformed about how to change their settings will benefit from implementations following the concept of progressive enhancement. The less time users spend on retyping data or waiting for data to be validated the quicker and happier they will get through a form.
Minimize Steps And Crossroads
One of the biggest take-aways from the Keystroke-level model in form design is that navigating along interactive elements requires both physical as well as mental activity. This can have a severe impact, especially on a mobile phone, based on the natural way of interacting with a portable device. Every input field within a form requires users to scroll through it, understand its meaning, focus on it, and then provide the correct information.
Due to the fact that people use their devices in a lot of different ways and these devices vary “greatly”, form elements that are spread over several input fields are prone to be rendered on a mobile device in a way unintended by the designers. As an example, during user testing sessions, I sometimes see users getting stuck on providing their phone numbers when having zoomed in on the form. The typical behavior is to enter their entire number into the first box provided for the area-code, completely missing the second input field. After submitting the form, they are puzzled about why there are two fields and the corresponding error message.
Separated telephone number fields (left) in comparison to a unified field (right) with optmized input type and a label within the field to remind users about the area code.
To allow users to get through a form quickly, there are a variety of compression techniques to reduce the amount of fields needed to provide certain data. Many of them require more post-processing on the back-end. If you can’t dissect numbers on the back-end, smart defaults or clever instructions work just as good. Some of them simply require a thought about the way of keying information into a field. For example, using a predefined drop down to provide the date of birth, rather than a loose input field or htlm5 optimized input fields for numbers, mail addresses, or other types of data, when appropriate. Dynamic input masks can help users to provide even quite complicated types of data with ease. Moreover, it will just take you a minimal effort of scripting.
At other times, forms might benefit from rather unconventional approaches such as text input fields for a quick and easy country selection. Furthermore, there are a variety of libaries such as jQuery mobile to optimize input fields and to ease validation, even for complex data.
Overall, our goal is to allow people to navigate through the form, achieving the quickest possible success with the least necessary effort. At all times we want them to feel that they are doing the right thing, and that their time is well spent. Brevity is crucial. Some people get stressed when spending too much time on trying to find hidden checkboxes, switching between keyboard layouts, or attempting to understand skewed marketing questions. Some people get physically tired answering redundant questions, filling unnecessary blanks, or scrolling up and down to find a required field that they just missed. To reduce cognitive load as well as physical effort it is important to remove optional steps from a user’s radar of attention, simplify the way of inputting information wherever possible, and to create a comprehensible flow throughout the form. If the process is too complicated (or the effort too high) a dropout is quite likely.
In the end, fine-tuned and streamlined forms will save your company phone calls from frustrated users and lead to more and more happy ones as it requires them to spend less time navigating through input fields and figuring out their meanings.
Uitilize Signposts And Mark Paths Clearly
Another great design concept to exploit for form designs are the Gestalt laws of grouping to help support the orientation of users. Applying grouping principles to a multiple questions form allows us to structure content, to create a visual flow, and to group related form elements.
In many projects I have seen design teams arguing about whether to break down a rather long form for mobile devices into several short pages or rather for one long page. Either way, there are endless possibilities for both design approaches to elegantly confirm users about their progress. This helps them recover from th …

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