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Online forms – effective data capture techniques

When planning and constructing an online data capture form for your dental practice, it is easy to get carried away with the amount of questions that you want to ask your user. At Dental Design, we see this all too often – the truth of the matter is that you want to keep your forms as simple and as easy to use as you possibly can!

In some cases, such as referral forms, the large amount of question you ask your audience cannot be helped, as all information you ask of your user is necessary. However, for simple forms such as ‘ask us a question’ and ‘contact us’ you should only ever ask a few important questions, e.g. ‘name’, ‘telephone number’,  ‘email address’ and ‘comments’. There is no need to ask questions like; ‘secondary telephone number’ and ‘how did you hear about our practice’ – this increases the time it takes the user to complete your online form, and well may be a turn off!

The following article highlights some key concepts for you to think about when designing your online forms..

Designers aren’t just creating pleasing graphics for the Internet anymore. As a web designer you need to consider other properties of user interaction and coding. UX design is possibly the most important topic to cover, and this is especially true designing web forms. All webmasters should understand this message.

Your goal is to offer the simplest path for your users to move from filling out input forms to hitting the submit button. There isn’t a lot of special effects required, although jQuery form plugins have always been a popular topic. In this article I’d like to focus on the user interaction and how each visitor is experiencing your forms. There are techniques you can use to streamline the process which converts to less frustration in your audience.

Keep a Small Focus

I’ve heard dozens of users complaining about signup forms which require too much info. If you’re looking to increase user registrations then you want the form to be as simple to complete as possible. The same goes for newsletter signups and other similar types of input data.

The minimum number of fields will vary depending on your objectives. Registration forms may ask for a username, e-mail address, and 2 password fields. This is certainly reasonable and users looking to signup will be expecting about this length. But consider other signup forms such as the default WordPress style.

Here your visitors are only required a single username and e-mail address. The system then generates a password and sends an e-mail to the given address. This works to reduce original form size and keep spammers at bay. You don’t need to verify your e-mail through a link, but you do need access to your inbox to acquire your new login password!

Perform Actions as Expected

The one thing most users hate is unexpected page activity. You will absolutely want to keep your form behaving in a natural manner, and reduce any JavaScript extras to a minimum – popup guides and Ajax validation are key components. Usable forms shouldn’t be split into multiple columns and spanned across the page. This is just one example of poor technique.

Another mistake I run into often is misuse of the tabindex HTML property. This attribute is wonderful from a usability standpoint since your visitors can fill out forms even without a mouse. But if you have these numbered out of order, or only fill out a few input fields then the whole system is thrown off. This is certainly true with signup forms but even more-so with other types of input – especially online shopping carts.

Security is Priority #1

Whether you’re dealing with customer credit card numbers or simple e-mail addresses you should always put website security first. Visitors are trusting your website and backend code to process each form properly and store user data in a secure database.

If possible I recommend using an SSL certificate on your entire domain. This way users won’t just be protected during signup, but their entire viewing session will be protected via https. It can be a bit of work, but some web hosts like Fat Cow will actually aide you in the setup process. It’s certainly not a requirement for every site but it doesn’t hurt to go that extra mile for security. Your users will feel much safer, and it builds a level of trust going forward.

Additionally don’t fall for some of the more obvious ploys to detect data. Always use a POST data type in your forms unless the information isn’t exactly “private”. GET requests should only be used if the URL structure can benefit from the data(ex. search pages like search.php?q=my+search+terms).

Both of these methods will pass backend data in a similar fashion. But GET data is processed openly in the URL and is susceptible to hijacking. POST data is much more secure, especially behind an HTTPS connection. This fantastic guide by Think Vitamin explains the differences in an easy-to-digest format.

Large, Spacious Inputs

I have listened to a lot of arguments surrounding the sizes of web forms. Standard CMS brands including vBulletin, Joomla!, and Drupal use fairly smaller text sizes for input fields. These are generally default 10px-12px fonts with very little padding.

The signup form on Diigo has a very spacious layout! You need to alleviate room between the many different input elements. Also bold text lets you know which fields have been entered and which are still untouched. As you highlight each field the form responds with a faint blue tint – just a marker to let you know where your cursor stands.

The classic Digg registration form was designed and built in a very similar way. Twitter’s registration form is also oversized so you can’t miss a beat. They are not afraid to use extra white space which gives prominence to the input fields. Their system of labels is also very unique by setting placeholder text when the field is empty. By dropping the color to a light grey you can easily distinguish between user-added text and the field presets.

Conclusion

There are a whole library of new trends emerging in web design. The newer CSS3 specs are still growing in popularity and we can see these properties in various layouts. Web forms are no different and deserve just as much attention from designers.

I hope these guiding principles behind user experience can invigorate you towards building better web forms. The process of handling backend data can be tricky even with simpler languages like PHP. But with just 1-2 weeks of practice you can likely figure out a system that works for you. Web developers both frontend and backend would do well to learn and understand these paradigms. If you’d like to share ideas on building accessible web forms please let us know your thoughts in the post discussion area.

 

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