May 26, 2015
4 min

Are small links more attractive to people as icons or text?

"Dear Optimal Workshop
How do you make a small link attractive to people (icon vs. text)?"
— Cassie

Dear Cassie,

I'm going to dive straight into this interesting question with a good old game of Pros and Cons, and then offer a resolution of sorts, with a meandering thought or two along the way. Let's kick things off with Team Icon.

The good side of icons: A picture is worth a 1000 words

When shopping online, the number above the little shopping trolley icon tells me how badly behaved I’ve been, and if I click on it, I know I’ll get to gleefully review all the shoes I've selected so far. There’s a whole heap of icons out there like this that people have absorbed and can use without thinking twice. Marli Mesibov wrote a fantastic article on the use of icons for UX Booth on the use of icons that is well worth a look. Marli discusses how they work well on small screens, which is a definite bonus when you’re on the go! Young children who aren’t yet literate can easily figure out how to open and play Angry Birds on their parent’s smartphones thanks to icons. And icons also have a great capacity for bridging language barriers.

The not so good side of icons: We’re too old for guessing games

On the flipside, there are some issues that may huff and puff and blow that cute little home icon down. Starting with there being no consistent standard for them. Sure, there are a handful that are universal like home and print, but beyond that it seems to be a free-for-all. Icons are very much in the hands of the designer and this leaves a lot of room for confusion to grow like bacteria in a badly maintained office refrigerator. Difficult to understand icons can also seriously hinder a user’s ability to learn how to use your website or application. When icons don't communicate what they intend, well, you can guess what happens. In a great piece advocating for text over icons, Joshua Porter writes about an experience he had:

"I have used this UI now for a week and I still have do a double-take each time I want to navigate. I’m not learning what the icons mean. The folder icon represents 'Projects', which I can usually remember (but I think I remember it because it’s simply the first and default option). The second icon, a factory, is actually a link to the 'Manage' screen, where you manage people and projects. This trips me up every time."

If people can't pick up the meaning of your icons quickly and intuitively, they may just stop trying altogether. And now, over to Team Label.

The good side of text: What you see is what you get

Sometimes language really is the fastest vehicle you've got for delivering a message. If you choose the right words to label your links, you'll leave the user with very little doubt as to what lies beneath. It’s that simple. Carefully-considered and well-written labels can cut through the noise and leave minimal ambiguity in their wake. Quoting Joshua Porter again: "Nothing says 'manage' like 'manage'. In other words, in the battle of clarity between icons and labels, labels always win."

The not so good side of text: Your flat shoe is my ballet pump

Text labels can get messy and be just as confusing as unfamiliar icons! Words and phrases sometimes don’t mean the same thing to different people. One person’s flat enclosed shoe may be another person’s ballet pump, and the next person may be left scratching their head because they thought pumps were heels and all they wanted was a ballet flat! Text only labels can also become problematic if there isn’t a clear hierarchy of information, and if you have multiple links on one page or screen.  Bombarding people with a page of short text links may make it difficult for them to find a starting point. And text may also hold back people who speak other languages.

The compromise: Pair icons up with text labels

Because things are always better when we work together! Capitalise on the combined force of text and icons to solve the dilemma. And I don’t mean you should rely on hovers — make both text and icon visible at all times. Two great examples are Google Apps (because nothing says storage like a weird geometric shape...) and the iPhone App store (because the compass and magnifying glass would pose an interesting challenge without text...):

When text and icons wins

So what comes next? (You can probably guess what I'm going to say)

Whatever you decide to run with, test it. Use whatever techniques you have on hand to test all three possibilities — icons only, text only, and icons and text — on real people. No Pros and Cons list, however wonderful, can beat that. And you know, the results will probably surprise you. I ran a quick study recently using Chalkmark to find out where people on the ASOS women's shoes page would click to get to the homepage (and yes, I can alway find ways to make shoe shopping an integral part of my job). 28 people responded, and...

Chalkmark first click text

...a whopping 89% of them clicked the logo, just 7% clicked the home icon, and just one person (the remaining 4%) clicked the label 'Home'. Enough said. Thanks for your question Cassie. To finish, here's some on-topic (and well-earned) comic relief (via @TechnicallyRon)

When icons go wrong
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1 min read

IA vs User Flow: Understanding the Differences and How to Use Them Together

Click, click, click, BOOM! There it is. That thing you were looking for. You couldn’t find it on other websites, but you found it here, and it was easy. You feel like a hero. You thank the website and you leave with a sense of achievement.

What if you could replicate that feeling on your website? What if you could make every user journey so satisfying? By combining information architecture and user flow, you can.

But what are they and how are they different? In this article, we’ll explain how they influence website design and how you can (and should) use them together in your project. We’ll also discuss different user flow research techniques, how they inform great information architecture, and how it doesn’t have to be difficult or time consuming.

What is Information Architecture? 🏗️

Information architecture is the system and structure you use to organize and label content on your website, app or product. It relates closely to user experience design, but it’s slightly different. Think of it as the structure or framework upon which user-facing assets are built.

That being the case, if your information architecture has flaws, your website design will have flaws. It determines how information will be accessible, usable and relevant on your website and should be treated as a critical element of your project. How can we ensure that we have our content organized efficiently to promote seamless interactions?

The answer is research. Without research you’re just guessing. The problem with guessing is that, well, you’re guessing. You tend to organize, categorize and label things the way that you (and maybe your team) would organize things. It’s biassed and subjective. In reality, people process information in all sorts of different ways and good information architecture should reflect that. You’ll often hear us say ‘test early and test often’. This mantra helps to avoid any little niggles during the user experience design process. Card sorting and tree testing are a couple of techniques that you can use to test early.

Card sorting is a research technique that asks users to categorize different pieces of information or content. It’s best used when you have specific, information-related questions. For example, you may want to categorize products in an online store in the most logical way. Or you may have a mountain of blog post categories that need refining. Whatever it is, the benefit of a card sort is that you end up with consensus of how your users expect to see information. Card sorts can even be performed remotely using tools such as OptimalSort.

Tree testing examines how easy it is for your users to find information using a stripped back, text-only representation of your website - almost like a sitemap. Rather than asking users to sort information, they are asked to perform a navigation task, for example, “where would you find today’s best deals?”. Depending on how easy or difficult users find these tasks gives you a great indication of the strengths and weaknesses of your underlying site structure.

As the base structure of your website or app, information architecture has a fundamental influence on how well users access and use your content. It makes sense then that when designing it, you should receive real-world user feedback early on in the piece. Fortunately, there are great online tools like Treejack to quickly and easily test your site structures, categorization and labels.

What is User Flow? 🌊

User flow describes the steps involved for a user to complete a certain task. It lays out what needs to happen for a user to get from starting point to a defined finish line. Why is it important? Because we want that journey to be as efficient as it can possibly be. If it’s not, the user will be left frustrated and dissatisfied, no matter how beautiful the website design is.

At the heart of user flow is, you guessed it, the user. A path that seems obvious to designers might be confusing to an end-user. It’s important to distance yourself from the project and put yourself in the user's shoes. Even better - watch the user. How do they react to a fork in the road? How do they get back on track? Where are they stumbling?

User testing is a great way to observe user flow. But what are you testing? Normally you test based on a user flow diagram. A user flow diagram is generated based on insights from your research from card sorting, tree testing, and questionnaires, for example. It visually outlines the possible paths a user can take to achieve a certain task. The basic structure of a user flow diagram considers the following:

  • A critical path
  • Entry points
  • User end goals
  • Success metrics (time to completion, number of clicks)
  • Steps the user will take in between

Once you have created a user flow diagram you can test it with your users. User testing can be remote or in person and uses a variety of techniques depending on the constraints of your projects. You may consider testing something rough and conceptual like a paper prototype before producing more detailed prototypes.

How to Use Information Architecture and User Flow Together 🤝🏻

By doing the work upfront to create great information architecture you put yourself in a great position to create great user flow. After all, information architecture is designed based on user research. Performing content audits and creating content inventories help to inform early content decisions, followed by user research techniques such as card sorting and tree testing. This research has a direct influence on user flow, since information and content has been given meaning and structure.

The foundational work in designing information architecture leads to user flow diagrams which, as we discussed, are helpful tools in creating seamless user flow. They bridge the gap between information architecture and final user experience by visualizing pathways of specific tasks. By performing user tests on prototypes, the researcher will inevitably find speed bumps, which may highlight flaws in information architecture.

Information architecture and user flow are integrated. This means there should be a constant feedback loop. Early research and categorisation when building information architecture may not translate to seamless user flow in practice. This could be due to integration factors outside of the digital ecosystem you’re designing.

User flow and information architecture are complementary components of creating exceptional website design. Designers should make a conscious decision to apply both in synchrony.

To Sum it Up 🧾

Understanding the relationship between information architecture and user flow is important for any website design. Information architecture provides the organization and structure of content, where user flow applies that structure to how users execute certain tasks in the simplest possible way. The two are intertwined and, when used effectively, provide a framework to ensure seamless, user-friendly website design.

User research and user testing heavily influence the design of both information architecture and user flow. We want users to feel a sense of accomplishment rather than frustration when using a website. Achieving this requires an investment in understanding user needs and goals, and how they consume and categorize information. This is where research techniques such as content audits, tree testing, card sorting and user testing become invaluable.

We’ve always placed high value on solid research, but don’t be put off by it. The research techniques we’ve discussed are highly scalable, and you can be as involved as you want or need to be. Sometimes you don’t even have to be in the same room! The most important thing is to get outside of your team’s bubble and gain real user insight. Check out our information architecture services to ensure you’re on the right path towards powerful, user-centric website design.

Learn more
1 min read

Are small links more attractive to people as icons or text?

"Dear Optimal Workshop
How do you make a small link attractive to people (icon vs. text)?"
— Cassie

Dear Cassie,

I'm going to dive straight into this interesting question with a good old game of Pros and Cons, and then offer a resolution of sorts, with a meandering thought or two along the way. Let's kick things off with Team Icon.

The good side of icons: A picture is worth a 1000 words

When shopping online, the number above the little shopping trolley icon tells me how badly behaved I’ve been, and if I click on it, I know I’ll get to gleefully review all the shoes I've selected so far. There’s a whole heap of icons out there like this that people have absorbed and can use without thinking twice. Marli Mesibov wrote a fantastic article on the use of icons for UX Booth on the use of icons that is well worth a look. Marli discusses how they work well on small screens, which is a definite bonus when you’re on the go! Young children who aren’t yet literate can easily figure out how to open and play Angry Birds on their parent’s smartphones thanks to icons. And icons also have a great capacity for bridging language barriers.

The not so good side of icons: We’re too old for guessing games

On the flipside, there are some issues that may huff and puff and blow that cute little home icon down. Starting with there being no consistent standard for them. Sure, there are a handful that are universal like home and print, but beyond that it seems to be a free-for-all. Icons are very much in the hands of the designer and this leaves a lot of room for confusion to grow like bacteria in a badly maintained office refrigerator. Difficult to understand icons can also seriously hinder a user’s ability to learn how to use your website or application. When icons don't communicate what they intend, well, you can guess what happens. In a great piece advocating for text over icons, Joshua Porter writes about an experience he had:

"I have used this UI now for a week and I still have do a double-take each time I want to navigate. I’m not learning what the icons mean. The folder icon represents 'Projects', which I can usually remember (but I think I remember it because it’s simply the first and default option). The second icon, a factory, is actually a link to the 'Manage' screen, where you manage people and projects. This trips me up every time."

If people can't pick up the meaning of your icons quickly and intuitively, they may just stop trying altogether. And now, over to Team Label.

The good side of text: What you see is what you get

Sometimes language really is the fastest vehicle you've got for delivering a message. If you choose the right words to label your links, you'll leave the user with very little doubt as to what lies beneath. It’s that simple. Carefully-considered and well-written labels can cut through the noise and leave minimal ambiguity in their wake. Quoting Joshua Porter again: "Nothing says 'manage' like 'manage'. In other words, in the battle of clarity between icons and labels, labels always win."

The not so good side of text: Your flat shoe is my ballet pump

Text labels can get messy and be just as confusing as unfamiliar icons! Words and phrases sometimes don’t mean the same thing to different people. One person’s flat enclosed shoe may be another person’s ballet pump, and the next person may be left scratching their head because they thought pumps were heels and all they wanted was a ballet flat! Text only labels can also become problematic if there isn’t a clear hierarchy of information, and if you have multiple links on one page or screen.  Bombarding people with a page of short text links may make it difficult for them to find a starting point. And text may also hold back people who speak other languages.

The compromise: Pair icons up with text labels

Because things are always better when we work together! Capitalise on the combined force of text and icons to solve the dilemma. And I don’t mean you should rely on hovers — make both text and icon visible at all times. Two great examples are Google Apps (because nothing says storage like a weird geometric shape...) and the iPhone App store (because the compass and magnifying glass would pose an interesting challenge without text...):

When text and icons wins

So what comes next? (You can probably guess what I'm going to say)

Whatever you decide to run with, test it. Use whatever techniques you have on hand to test all three possibilities — icons only, text only, and icons and text — on real people. No Pros and Cons list, however wonderful, can beat that. And you know, the results will probably surprise you. I ran a quick study recently using Chalkmark to find out where people on the ASOS women's shoes page would click to get to the homepage (and yes, I can alway find ways to make shoe shopping an integral part of my job). 28 people responded, and...

Chalkmark first click text

...a whopping 89% of them clicked the logo, just 7% clicked the home icon, and just one person (the remaining 4%) clicked the label 'Home'. Enough said. Thanks for your question Cassie. To finish, here's some on-topic (and well-earned) comic relief (via @TechnicallyRon)

When icons go wrong
Learn more
1 min read

The only qualitative research tool you need is here

The only tool you need to power your entire qualitative research workflow is here. We’re excited to announce the new and improved Reframer is now live for all customers!

What is qualitative research?

It’s an integral part of any research journey. Think: customer or stakeholder interviews, prototype testing, A/B testing, moderated interviews, and open-ended questions. In a nutshell, it’s anything that isn’t a closed question.

It’s also the most popular research method – 85% of people who do research conduct interviews and usability tests as part of their projects or workflows.

85% of researchers conduct qualitative research, such as user interviews or usability testing

How can Reframer help me with my qualitative research?

It’s no secret that anyone conducting research is time-poor. Qualitative research is especially time-consuming and messy, as it’s almost always conducted across multiple tools or mediums. 

Reframer gives you your time back, and enables you to manage your entire qualitative research workflow within one single tool. 

From setting up and conducting interviews, through to analyzing your data – you can uncover those juicy insights in days, not weeks (or months) without ever having to leave the Optimal Workshop app.

Powerful, in depth tagging and analysis tools

Analyzing and making sense of your interview or usability testing data with Reframer is easy and flexible (not to mention very aesthetically pleasing!)  

Visualize and group observations with the affinity map

Affinity mapping is a flexible and visual way to quickly group, organize and make sense of qualitative data (i.e. post-its and whiteboards). 

With Reframer, affinity mapping is more powerful than ever. Your observations, tags and themes are all connected and stored in one place. It’s easy to search and filter your data, group like observations by proximity, then review and sort them in table format. 

Visualize and group observations by proximity with the affinity map

Discover patterns with the theme builder

The Themes tab offers tag-based analysis with powerful filters. It enables you to explore the relationships between your observations and then create themes based on these relationships. This gives you more quantifiable results to support the qualitative, observation-based analysis that you’ve done in the affinity map. 

The theme builder's powerful filters help you discover patterns in your observations

Explore connections between tags with the chord diagram

The chord diagram is a beautifully visual way to easily explore the relationships between your tagged observations and spot key themes. 

If you’ve got a lot of tags, it may look a little overwhelming to start with. But don’t let that fool you – it’s easy to get the hang of, and once you do, you’ll wonder how you ever analyzed data without it!

Explore connections between tags and uncover key themes with the chord diagram

Real-time collaboration with your team

We recommend that you conduct qualitative research as a team, whenever you can. Reframer makes this easy – it was built with collaboration in mind. 

Invite study members

On an Optimal Workshop team plan, you can work together from start to finish. Team members can take notes and create or use tags during interview sessions. In the affinity map, you can work collaboratively to group and edit observations in real-time. 

Invite guest notetakers

If you just need an extra helping hand with taking notes during your interviews or usability tests, you can invite guest notetakers to your sessions. Guest notetakers can take notes in the sessions you invite them to, but can’t see notes taken by others or analyze data.

The guest notetakers feature is a great way to involve your wider team or stakeholders in your user research activities.

Share your findings

Need the raw data from your interviews? Want to share your affinity map visuals with other team members? Both are easily downloadable with the click of a button!

Work collaboratively with team members - take notes, tag, and analyze

An intuitive, end-to-end workflow

When it comes to conducting qualitative research, Reframer is faster, easier and tidier than using other digital (or manual) tools. It houses all your data and insights in one place and supports the collaborative nature of qualitative research. 

It’s not just for seasoned researchers either. We’ve put special focus on ensuring that the analysis is easy to learn for anyone doing qualitative research, regardless of skill level. And our in-app guidance will have you up to speed in no time.

So what are you waiting for? Login now and get started on your Reframer journey!

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