5 tips for running an effective usability test

Return on investment (ROI) is often the term on everyone’s lips when starting a big project or even when reviewing a website. It’s especially popular with those that hold the purse strings.  As UX researchers it is important to consider the ROI of the work we do and understand how to measure this. 

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We’ve lined up 5 key ways to measure ROI for UX research to help you get the conversation underway with stakeholders so you can show real and tangible benefits to your organization. 

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1. Meet and exceed user expectations

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Put simply, a product that meets and exceeds user expectations leads to increased revenue. When potential buyers are able to find and purchase what they’re looking for, easily, they’ll complete their purchase, and are far more likely to come back. The simple fact that users can finish their task will increase sales and improve overall customer satisfaction which has an influence on their loyalty. Repeat business means repeat sales. Means increased revenue.

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Creating, developing and maintaining a usable website is more important than you might think. And this is measurable! Tracking and analyzing website performance prior to the UX research and after can be insightful and directly influenced by changes made based on UX research.

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Measurable: review the website (product) performance prior to UX research and after changes have been made. The increase in clicks, completed tasks and/or baskets will tell the story.

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2. Reduce development time

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UX research done at the initial stages of a project can lead to a reduction in development time of by 33% to 50%! And reduced time developing, means reduced costs (people and overheads) and a speedier to market date. What’s not to love? 

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Measurable: This one is a little more tricky as you have saved time (and cost) up front. Aiding in speed to market and performance prior to execution. Internal stakeholder research may be of value post the live date to understand how the project went.

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3. Ongoing development costs

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And the double hitter? Creating a product that has the user in mind up front, reduces the need to rehash or revisit as quickly. Reducing ongoing costs. Early UX research can help with the detection of errors early on in the development process. Fixing errors after development costs a company up to 100 times more than dealing with the same error before development.

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Measureable: Again, as UX research has saved time and money up front this one can be difficult to track. Though depending on your organization and previous projects you could conduct internal research to understand how the project compares and the time and cost savings.

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4. Meeting user requirements

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Did you know that 70% of projects fail due to the lack of user acceptance? This is often because project managers fail to understand the user requirements properly. Thanks to UX research early on, gaining insights into users and only spending time developing the functions users actually want, saving time and reducing development costs. Make sure you get confirmation on those requirements by iterative testing. As always, fail early, fail often. Robust testing up front means that in the end, you’ll have a product that will meet the needs of the user.

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Measurable: Where is the product currently? How does it perform? Set a benchmark up front and review post UX research. The deliverables should make the ROI obvious.

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5. Investing in UX research leads to an essential competitive advantage.

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Thanks to UX research you can find out exactly what your customers want, need and expect from you. This gives you a competitive advantage over other companies in your market. But you should be aware that more and more companies are investing in UX while customers are ever more demanding, their expectations continue to grow and they don’t tolerate bad experiences. And going elsewhere is an easy decision to make.

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Measurable: Murky this one, but no less important. Knowing, understanding and responding to competitors can help keep you in the lead, and developing products that meet and exceed those user expectations.

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Wrap up

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Showing the ROI on the work we do is an essential part of getting key stakeholders on board with our research. It can be challenging to talk the same language, ultimately we all want the same outcome…a product that works well for our users, and delivers additional revenue.

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For some continued reading (or watching in this case), Anna Bek, Product and Delivery Manager at Xplor explored the same concept of "How to measure experience" during her UX New Zealand 2020 – watch it here as she shares a perspective on UX ROI.

There’s no doubt usability is a key element of all great user experiences, how do we apply and test usability principles for a website? This article looks at usability principles in web design, how to test it, practical tips for success and a look at our remote testing tool, Treejack.

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A definition of usability for websites 🧐📖

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Web usability is defined as the extent to which a website can be used to achieve a specific task or goal by a user. It refers to the quality of the user experience and can be broken down into five key usability principles:

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• Ease of use: How easy is the website to use? How easily are users able to complete their goals and tasks? How much effort is required from the user?
• Learnability: How easily are users able to complete their goals and tasks the first time they use the website?
• Efficiency: How quickly can users perform tasks while using your website?
• User satisfaction: How satisfied are users with the experience the website provides? Is the experience a pleasant one?
• Impact of errors: Are users making errors when using the website and if so, how serious are the consequences of those errors? Is the design forgiving enough make it easy for errors to be corrected?

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Why is web usability important? 👀

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Aside from the obvious desire to improve the experience for the people who use our websites, web usability is crucial to your website’s survival. If your website is difficult to use, people will simply go somewhere else. In the cases where users do not have the option to go somewhere else, for example government services, poor web usability can lead to serious issues. How do we know if our website is well-designed? We test it with users.

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Testing usability: What are the common methods? 🖊️📖✏️📚

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There are many ways to evaluate web usability and here are the common methods:

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• Moderated usability testing: Moderated usability testing refers to testing that is conducted in-person with a participant. You might do this in a specialised usability testing lab or perhaps in the user’s contextual environment such as their home or place of business. This method allows you to test just about anything from a low fidelity paper prototype all the way up to an interactive high fidelity prototype that closely resembles the end product.
• Moderated remote usability testing: Moderated remote usability testing is very similar to the previous method but with one key difference- the facilitator and the participant/s are not in the same location. The session is still a moderated two-way conversation just over skype or via a webinar platform instead of in person. This method is particularly useful if you are short on time or unable to travel to where your users are located, e.g. overseas.
• Unmoderated remote usability testing: As the name suggests, unmoderated remote usability testing is conducted without a facilitator present. This is usually done online and provides the flexibility for your participants to complete the activity at a time that suits them. There are several remote testing tools available ( including our suite of tools ) and once a study is launched these tools take care of themselves collating the results for you and surfacing key findings using powerful visual aids.
• Guerilla testing: Guerilla testing is a powerful, quick and low cost way of obtaining user feedback on the usability of your website. Usually conducted in public spaces with large amounts of foot traffic, guerilla testing gets its name from its ‘in the wild’ nature. It is a scaled back usability testing method that usually only involves a few minutes for each test but allows you to reach large amounts of people and has very few costs associated with it.
• Heuristic evaluation: A heuristic evaluation is conducted by usability experts to assess a website against recognized usability standards and rules of thumb (heuristics). This method evaluates usability without involving the user and works best when done in conjunction with other usability testing methods eg Moderated usability testing to ensure the voice of the user is heard during the design process.
• Tree testing: Also known as a reverse card sort, tree testing is used to evaluate the findability of information on a website. This method allows you to work backwards through your information architecture and test that thinking against real world scenarios with users.
• First click testing: Research has found that 87% of users who start out on the right path from the very first click will be able to successfully complete their task while less than half ( 46%) who start down the wrong path will succeed. First click testing is used to evaluate how well a website is supporting users and also provides insights into design elements that are being noticed and those that are being ignored.
• Hallway testing: Hallway testing is a usability testing method used to gain insights from anyone nearby who is unfamiliar with your project. These might be your friends, family or the people who work in another department down the hall from you. Similar to guerilla testing but less ‘wild’. This method works best at picking up issues early in the design process before moving on to testing a more refined product with your intended audience.

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Online usability testing tool: Tree testing 🌲🌳🌿

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Tree testing is a remote usability testing tool that uses tree testing to help you discover exactly where your users are getting lost in the structure of your website. Treejack uses a simplified text-based version of your website structure removing distractions such as navigation and visual design allowing you to test the design from its most basic level.

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Like any other tree test, it uses task based scenarios and includes the opportunity to ask participants pre and post study questions that can be used to gain further insights. Tree testing is a useful tool for testing those five key usability principles mentioned earlier with powerful inbuilt features that do most of the heavy lifting for you. Tree testing records and presents the following for each task:

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• complete details of the pathways followed by each participant
• the time taken to complete each task
• first click data
• the directness of each result
• visibility on when and where participants skipped a task

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Participant paths data in our tree testing tool 🛣️

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The level of detail recorded on the pathways followed by your participants makes it easy for you to determine the ease of use, learnability, efficiency and impact of errors of your website. The time taken to complete each task and the directness of each result also provide insights in relation to those four principles and user satisfaction can be measured through the results to your pre and post survey questions.

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The first click data brings in the added benefits of first click testing and knowing when and where your participants gave up and moved on can help you identify any issues.Another thing tree testing does well is the way it brings all data for each task together into one comprehensive overview that tells you everything you need to know at a glance. Tree testing's task overview- all the key information in one placeIn addition to this, tree testing also generates comprehensive pathway maps called pietrees.

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Each junction in the pathway is a piechart showing a statistical breakdown of participant activity at that point in the site structure including details about: how many were on the right track, how many were following the incorrect path and how many turned around and went back. These beautiful diagrams tell the story of your usability testing and are useful for communicating the results to your stakeholders.

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Usability testing tips 🪄

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Here are seven practical usability testing tips to get you started:

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• Test early and often: Usability testing isn’t something that only happens at the end of the project. Start your testing as soon as possible and iterate your design based on findings. There are so many different ways to test an idea with users and you have the flexibility to scale it back to suit your needs.
• Try testing with paper prototypes: Just like there are many usability testing methods, there are also several ways to present your designs to your participant during testing. Fully functioning high fidelity prototypes are amazing but they’re not always feasible (especially if you followed the previous tip of test early and often). Paper prototypes work well for usability testing because your participant can draw on them and their own ideas- they’re also more likely to feel comfortable providing feedback on work that is less resolved! You could also use paper prototypes to form the basis for collaborative design sessions with your users by showing them your idea and asking them to redesign or design the next page/screen.
• Run a benchmarking round of testing: Test the current state of the design to understand how your users feel about it. This is especially useful if you are planning to redesign an existing product or service and will save you time in the problem identification stages.
• Bring stakeholders and clients into the testing process: Hearing how a product or service is performing direct from a user can be quite a powerful experience for a stakeholder or client. If you are running your usability testing in a lab with an observation room, invite them to attend as observers and also include them in your post session debriefs. They’ll gain feedback straight from the source and you’ll gain an extra pair of eyes and ears in the observation room. If you’re not using a lab or doing a different type of testing, try to find ways to include them as observers in some way. Also, don’t forget to remind them that as observers they will need to stay silent for the entire session beyond introducing themselves so as not to influence the participant - unless you’ve allocated time for questions.
• Make the most of available resources: Given all the usability testing options out there, there’s really no excuse for not testing a design with users. Whether it’s time, money, human resources or all of the above making it difficult for you, there’s always something you can do. Think creatively about ways to engage users in the process and consider combining elements of different methods or scaling down to something like hallway testing or guerilla testing. It is far better to have a less than perfect testing method than to not test at all.
• Never analyse your findings alone: Always analyse your usability testing results as a team or with at least one other person. Making sense of the results can be quite a big task and it is easy to miss or forget key insights. Bring the team together and affinity diagram your observations and notes after each usability testing session to ensure everything is captured. You could also use Reframer to record your observations live during each session because it does most of the analysis work for you by surfacing common themes and patterns as they emerge. Your whole team can use it too saving you time.
• Engage your stakeholders by presenting your findings in creative ways: No one reads thirty page reports anymore. Help your stakeholders and clients feel engaged and included in the process by delivering the usability testing results in an easily digestible format that has a lasting impact. You might create an A4 size one page summary, or maybe an A0 size wall poster to tell everyone in the office the story of your usability testing or you could create a short video with snippets taken from your usability testing sessions (with participant permission of course) to communicate your findings. Remember you’re also providing an experience for your clients and stakeholders so make sure your results are as usable as what you just tested.

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Related reading 🎧💌📖

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• Usability testing with Optimal Workshop
• Usability Testing: Five types of usability tests
• Usability Heuristics: How to conduct a heuristic evaluation
• Interface Usability:User Interface Design Basics

Are your users engaged in your website? The success of your website will largely depend on your answer. After all, engaged users are valuable users; they keep coming back and will recommend your site to colleagues, friends, and family. So, if you’re not sure if your users are engaged or not, consider looking into your user engagement metrics.

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User engagement can be measured using a number of key metrics provided by website analytics platforms. Metrics such as bounce rate, time on page, and click-through rate all provide clues to user engagement and therefore overall website user experience.

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This article will help you understand user engagement and why it’s important to measure. We’ll also discuss how to apply user engagement insights to improve website success. Combining a little bit of data with some user research is a powerful thing, so let’s get into it.

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Understanding User Engagement Metrics 📐

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User engagement metrics provide valuable insight for both new and existing websites. They should be checked regularly as a sort of ‘pulse check’ for website user experience and performance. So, what metrics should you be looking at? Website metrics can be overwhelming; there are hundreds if not thousands to analyze, so let’s focus on three:

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Bounce rate

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Measures the percentage of users that visit just one page on your site before leaving. If your bounce rate is high it suggests that users aren’t finding the content relevant, engaging, or useful. It points to a poor initial reaction to your site and means that users are arriving, making a judgment about your design or content, and then leaving.

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Time on page

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Calculated by the time difference between the point when a person lands on the page and when they move on to the next one. It indicates how engaging or relevant individual pages on your website are. Low time on page figures suggest that users aren’t getting what they need from a certain page, either in terms of the content, the aesthetics, or both.

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Click-through rate

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Click-through rate compares the number of times someone clicks on your content, to the number of impressions you get (how many times an internal link or ad was viewed). The higher the rate, the better the engagement and performance of that element. User experience design can influence click-through rates through copywriting, button contrasts, heading structure, navigation, etc.

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Conversion rate

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Conversion rates are perhaps the pinnacle of user engagement metrics. Conversion rate is the percentage of users that perform specific tasks you define. They are therefore dictated by your goals, which could include form submissions, transactions, etc. If your website has high conversion rates, you can be fairly confident that your website is matching your users’ needs, requirements, and expectations.

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But how do these metrics help? Well, they don’t give you an answer directly. The metrics point to potential issues with website user experience. They guide further research and subsequent updates that lead to website improvement. In the next section, we’ll discuss how these and others can support better website user experiences.

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Identifying Areas for Improvement 💡

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So, you’ve looked at your website’s user engagement metrics and discovered some good, and some bad. The good news is, there’s value in discovering both! The catch? You just need to find it. Remember, the metrics on their own don’t give you answers; they provide you direction.

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The ‘clues’ that user engagement metrics provide are the starting point for further research. Remember, we want to make data-driven decisions. We want to avoid making assumptions and jumping to conclusions about why our website is reporting certain metrics. Fortunately, there are a bunch of different ways to do this.

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User research data can be gathered by using both qualitative and quantitative research techniques. Insights into user behavior and needs can reveal why your website might be performing in certain ways. Research can include both qualitative and quantitative techniques.

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Qualitative research techniques

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• Usability test – Test a product with people by observing them as they attempt to complete various tasks.
• User interview – Sit down with a user to learn more about their background, motivations and pain points.
• Contextual inquiry – Learn more about your users in their own environment by asking them questions before moving onto an observation activity.
• Focus group – Gather 6 to 10 people for a forum-like session to get feedback on a product.

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Quantitate research techniques

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• Card sorts – Find out how people categorize and sort information on your website.
• First-click tests – See where people click first when tasked with completing an action.
• A/B tests – Compare 2 versions of a design in order to work out which is more effective.
• Clickstream analysis – Analyze aggregate data about website visits.
• Tree-testing - Test your site structure using text-only categorization and labels

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The type of research depends on what question you want to answer. Being specific about your question will help you identify what research technique(s) to deploy and ultimately the quality of your answer. If you’re serious about website improvement; identify problem areas with user engagement metrics, and investigate how to fix them with user research.

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Optimizing Content and Design

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If you have conducted user research and found weak areas on your website, there are many things to consider. Three good places to start are navigation, content, and website layout. Combined, these have a huge impact on user experience and can be leveraged to address disappointing engagement metrics.

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Navigation

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Navigation is a crucial aspect of creating a good user experience since it fundamentally connects pages and content which allows users to find what they need. Navigation should be simple and easy to follow, with important information/actions at the top of menus. Observing the results of card sorting, tree testing, and user testing can be particularly useful in website optimization efforts. You may find that search bars, breadcrumb trails, and internal links can also help overcome navigation issues.

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Content

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Are users seeing compelling or relevant content when they arrive on your site? Is your content organized in a way that encourages further exploration? Card sorting and content audits are useful in answering these questions and can help provide you with the insights required to optimize your content. You should identify what content might be redundant, out of date, or repetitive, as well as any gaps that may need filling.

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Layout

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A well-designed layout can improve the overall usability of a website, making it easier for users to find what they're looking for, understand the content, and engage with it. Consider how consistent your heading structures are and be sure to use consistent styling throughout the site, such as similar font sizes and colors. Don’t be afraid to use white space; it’s great at breaking up sections and making content more readable.

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An additional factor related to layout is mobile optimization. Mobile-first design is necessary for apps, but it should also factor into your website design. How responsive is your website? How easy is it to navigate on mobile? Is your font size appropriate? You might find that poor mobile experience is negatively impacting user engagement metrics.

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Measuring Success 🔎

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User experience design is an iterative, ongoing process, so it’s important to keep a record of your website’s user experience metrics at various points of development. Fortunately, website analytics platforms will provide you with historic user data and key metrics; but be sure to keep a separate record of what improvements you make along the way. This will help you pinpoint what changes impacted different metrics.

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Define your goals and create a website optimization checklist that monitors key metrics on your site. For example, whenever you make an update, ensure bounce rates don’t exceed a certain number during the days following; check that your conversion rates are performing as they should be; check your time on sites hasn’t dropped. Be sure to compare metrics between desktop and mobile too.

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User’s needs and expectations change over time, so keep an eye on how new content is performing. For example, which new blog posts have attracted the most attention? What pages or topics have had the most page views compared to the previous period? Tracking such changes can help to inform what your users are currently engaged in, and will help guide your user experience improvements.

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Conclusion 🤗

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User engagement metrics allow you to put clear parameters around user experience. They allow you to measure where your website is performing well, and where your website might need improving. Their main strength is in how accessible they are; you can access key metrics on website analytics platforms in moments. However, user engagement metrics on their own may not reveal how and why certain website improvements should be made. In order to understand what’s going on, you often need to dig a little deeper.

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Time on page, bounce rate, click-through rate, and conversion rates are all great starting points to understand your next steps toward website improvement. Use them to define where further research may be needed. Not sure why your average pages per session is two? Try conducting first-click testing; where are they heading that seems to be a dead end? Is your bounce rate too high? Conduct a content audit to find out if your information is still relevant, or look into navigation roadblocks. Whatever the question; keep searching for the answer.

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User engagement metrics will keep you on your toes, but that’s a good thing. They empower you to make ongoing website improvements and ensure that users are at the heart of your website design.