April 27, 2016
6 min

Testing FAQs with people who don’t use your site

Optimal Workshop
“Questions are never indiscreet, answers sometimes are.”Oscar Wilde

Frequently asked question pages. Love them or hate them, I don’t think they’re going anywhere anytime soon. This debate has been going on for quite some time and there is an equal number of opinions on both sides of the FAQ fence. Nielsen Norman Group’s Susan Farrell says FAQs can still add value to a website when done properly, and Gerry McGovern says FAQs are the dinosaurs of web navigation.

So, how do we really know for sure if they will or won’t add value to a design? Like anything in UX, you have to test it! I don’t know about you, but I’m a shake-it-and-see-what-falls-out kind of UXer, so naturally I decided to run a Treejack study. Scouring the web one fine day, I came across Sainsbury’s Active Kids. Its FAQ page was unlike any I had ever seen and I knew I’d found the one. I was also curious to see how it would test with people who don’t use the website — after all, anyone should be able to use it. Since Active Kids is an active lifestyle program for UK schools and sports clubs, I recruited my participants entirely from the US.

Pull up a chair and get comfy because what I found out should serve as a lesson to us all.

Why Active Kids? 🤸🏼

First of all, why did I choose this in the first place? The Active Kids FAQ page caught my attention for three main reasons:

  • structure
  • labels
  • content

The structure of this FAQs page is quite deep, complex and very different from the rest of the site — almost like another information architecture (IA) had been built within the main structure. Imagine you have a large warehouse with hundreds of shelves, and then somewhere in the middle of it, someone builds a house — that’s how it felt to me.

There are two ways to get to it: through the “Help” label on the top navigation bar and the “FAQ” label in the footer. It also uses a combination of drop-down filters that the user needs to apply, but it also has automatic filter options and confusing labels that can send you down a path you don’t necessarily want to take.

I also found it very interesting that most of the information contained within the FAQs section cannot be located anywhere else on the website and most of this is essential to gaining a fundamental understanding of what Active Kids actually does. Adding to the house in the warehouse analogy, it’s like the house holds all the key information the warehouse needs to function, but no one knows which room it’s kept in.

The top level of the FAQs section

Setting up the study 🛠️

Treejack was the perfect choice for testing the findability of information on the Active Kids FAQ page and I decided to test the IA of the website as a whole — this means both the warehouse and the house. I couldn’t just test the house in isolation because that’s not how a user would interact with it. The test needed the context of the whole site to gain an understanding of what’s going on. Creating a Treejack study is quick and easy and all you have to do is build the structure out in a basic Excel spreadsheet and then copy and paste it into Treejack.

My next job was to determine the task based scenarios that my participants would use during the study. I decided to choose nine and all were derived from content located in the FAQs section and related to tasks a user might carry out when investigating or participating in the program. Once I had my tree and my tasks, all I had to do was set the correct answers based on where the information currently sits on the Active Kids website and I was ready to launch.

Recruiting participants for the study🙋🏾

In my experience,recruiting participants for a Treejack study is quick and easy. All you have to do is determine the screener criteria for your participants and Optimal Workshop takes care of the rest. For this study I requested 30 participants and they all had to reside in the US. I ended up with 31 completed responses and it was all over in less than two hours.

Treejack results 🌲

So, what fell out of that tree when I tested a website aimed at parents and teachers of kids in the UK with 31 Americans? I’ll be honest with you: it wasn’t pretty. Here’s what I discovered in this study:

The overview tab for the Treejack results
The overview tab for the Treejack results

  • 81 per cent were unable to find out if home educators were eligible to apply (number 1 on the graph)
  • 65 per cent were unable to find out what a Clubmark accreditation is (number 2 on the graph)
  • 68 per cent were unable to find out how to share their wishlist with friends and family (number 3 on the graph)
  • 64 per cent could not find the information that would explain the purpose of the £1 fee mentioned in the terms and conditions (number 4 on the graph)
  • 97 per cent could not locate the information that would tell them if they could use a voucher from 2014 in 2015 (number 5 on the graph)
  • No participant was able to determine if students from a middle school would be able to participate in Active Kids (number 8 on the graph)
  • 58 per cent of participants in this study were unable to find out what the program is even about (number 9 on the graph)

On the flip side, 68 per cent of participants in this study were able to locate a phone number to contact Active Kids directly (number 6 on the graph) and 97 per cent were successfully able to work out how to redeem vouchers (number 7). Overall, it wasn’t great.In addition to some very useful quantitative data, Treejack also provides detailed information on the pathways followed by each participant.

Understanding the journey they took is just as valuable as discovering how many found their way to the correct destination. This additional level of granularity will show you where and when your user is getting lost in your structure and where they went next. It’s also handy for spotting patterns (e.g., multiple participants navigating to the same incorrect response).

I always set my studies to collect responses anonymously and when this occurs, Treejack assigns each participant a numerical identifier to help keep track of their experience without the participant having to share his or her personal details. For task 6, the paths chart below shows that participants numbered eight to 20 were able to navigate directly to the correct answer without deviating from the correct path I defined during setup.

Paths followed by participants in this study for Task 6
Paths followed by participants in this study for Task 6

For Task 3 (below) , the story told by the paths was quite different. Participant number five navigated back and forth several times through the structure in their attempt to locate information on how to share a wishlist. After all that effort, they were unable to find the information they needed to complete the task and nominated to contact Active Kids directly. Not only is this a bad experience for the user but it also puts unnecessary pressure on the call centre because the information should be readily available on the website.

Paths followed by participants in this study for Task 3
Paths followed by participants in this study for Task 3

Treejack also provides insights into where participants started their journey by recording first click data. Just like Chalkmark, this functionality will tell you if your users are starting out on the right foot from that all important first click.In this study I found it interesting that when looking for information regarding the eligibility of home educators in the Active Kids program, 42 per cent of participants clicked on “Schools & Groups” and 19 per cent clicked on “Parents & Community” for their first click. Only 6 per cent clicked on “Help”, which happens to be the only place this information can be found.

First click results for Task 1
First click results for Task 1

I also found the first click results for Task 9 to be very interesting. When looking for basic information on the program, more than half (52 per cent) of the participants in this study went straight to “Help”. This indicates that, for these participants, none of the other options were going to provide them the information they needed.

First click results for Task 9
First click results for Task 9

What can be learned from this study? 🎓

I mentioned earlier there was a lesson in this for everyone, and rather than dwell on how something tested, it’s time to move on to some lessons learned and constructive ideas for improvement. Based on the results of this Treejack study, here are my top three recommendations for improving the Active Kids website:

Rethink the content housed in the FAQs section

Most of the key information required to master the basics of what Active Kids is all about is housed entirely in the FAQs section. FAQs should not be the only place a user can find out basic information needed to understand the purpose of a product, program or service. I believe this website would benefit from some further thinking around what actually belongs in the FAQs section and what could be surfaced much higher.

Another idea would be to follow the lead of the Government Digital Service and remove the FAQs section altogether — food for thought. Frequently asked questions would not be frequently asked questions if people could actually find the information on your site in the first place. Figure out where the answers to these questions really belong.

If you’re using Treejack, just look at the fails in your results and figure out where people went first. Is there a trend? Is this the right place? Maybe think about putting the answer the user is looking for there instead.

Restructure the FAQs section

If you must have an FAQs section (and believe me I do understand that they don’t just disappear overnight! Just try to keep it as an interim solution only) please consider streamlining the way they are presented to the user. Ditch the filtering and display the list on one page only. Users should not have to drill down through several layers of content and then navigate through each category. For further reading on getting your FAQs straight, this Kissmetrics article is well worth a read.

Review the intent of the website

Looking at the Active Kids website and the results from this study, I feel the intent of this website could use some refining. If we come back to my warehouse and house analogy, the main chunk of the website (the warehouse) seems to be one giant advertisement, while the house (the FAQs) is where the action-oriented stuff lies. The house seems to hold the key information that people need to use the program and I think it could be displayed better. Don’t get me wrong, Active Kids does some incredibly good work for the community and should absolutely shout its achievements from the rooftops, however a sense of balance is required here. I think it’s time for the house and the warehouse to join forces into a solution that offers both rooftop shouting and usable information that facilitates participation.

The value of fresh eyes 👀

This study goes to show that regardless of where you are in your design process, whether that’s at the very beginning or a few years post-implementation, there is value to be gained from testing with a fresh set of eyes. I’m still undecided on which side of the FAQs debate I belong to — I’m going to sit on the fence and stand by the “if in doubt — test it” school of thought.

Further reading:

Publishing date
April 27, 2016
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Kat King: Where is the Information?

As information professionals, we work with the “stuff” of information in our everyday work. We search for information, we spend time analyzing and synthesizing it, and we carefully create and structure it. Whether you elicit information from users and stakeholders, explore large data sets, design ‘journeys’ or interfaces, or create information architectures, understanding the information you are using and creating as information can help you do your work better.

Kat King, Business Intelligence Analyst at the University of Michigan Library, recently spoke at UX New Zealand, the leading UX and IA conference in New Zealand hosted by Optimal Workshop, about understanding exactly what information is, and where it is, in our work.

In her talk, Kat uses simple examples to teach you to “see” the information around you and understand what makes something “information” in the context of working as a human to accomplish something.

Kat King bio 🎤

Kat King is an Information Architect interested in language, meaning, and the things we make. She currently works as a Business Intelligence Analyst for the University of Michigan Library.

Contact Details:

Email: Katalogofchaos@gmail.com

Where is the information? 📍🗺️

Information theory can be dense and jargon-filled, and discussions in academic texts can feel divorced from the practice of actually working with information. We’re all told that information architecture is much more than website navigation. So, what is it? IA has a reputation for being difficult to understand, and in her talk, Kat attempts to help us understand what it is, where the information is, and what is it that we’re doing when we use IA methods.

Kat defines IA as “the practice of ensuring ontological alignment”. ‘Ontological’ relates to concepts, categories, properties, and relationships. ‘Alignment’ means arrangements into appropriate relative positions. Therefore, information architecture is “the practice of ensuring concepts, categories and their properties and relationships are arranged into appropriate relative positions.”

To align information then, you need to begin by sorting it into concepts and categories, which is difficult because information can sometimes be “slippery and abstract”. Kat argues this is the real reason that IA is sometimes hard to wrap our heads around. So, getting to the heart of the question, what is information? 

Kat defines information as “a patterned relationship between differences that reduces uncertainty”. The key word here is ‘differences’. The trick to understanding and taming information is to identify what is different about sets of information. The next trick is to identify consistencies between these differences.

This can be a little confusing, so Kat uses the example of picking fruit. We tend to use color (the difference) to identify when fruit is ripe and sweet. We know for a fact that, at some point, the fruit will be at its sweetest and, while there is a scientific way of identifying this point, we have to use the information we have at our disposal instead i.e. the colour of the fruit. The skin of the fruit in this example is like an interface - allowing a flow of information from the fruit’s ripening process to our eyes.

Information categories 🧺🧺🧺

The relationship between the information described in the fruit example can be split into two categories. “Information 1” is a factual, objective description of when the fruit is ripe (i.e. the science of why the fruit is the color that it is right now), whereas our subjective observation, based on color, is “Information 2”.

  • Information 1: Matter and energy, and their properties and interactions i.e. the laws of physics and universal truth or rules

Information 1 poses challenges for us because we have a narrow range of perception, attention, and aggregation, which means we, as humans, can’t possibly understand the laws of nature just by observing. We have evolved to be simple, efficient observers of what is important to us. In other words, we don’t need to understand everything in order to get things right. We see patterns and generalize. Going back to the fruit example – we only need to know the color of ripe fruit, not the exact chemistry of why it is ripe.

  • Information 2: This is Information 1 that is given meaning by humans. This is done via processing semantic information, or “differences and structures that create meaning for people”.

We use semantic information by processing concepts, patterns, categories, mental models, and even language as inputs to form our understanding. As social animals, we tend to reinforce general ‘truths’ about things because we’re constantly cooperating using shared information. General ‘truths’ are good enough.

Kat uses the following interaction to demonstrate the interplay of different information.

  • Person 1: If the raspberries look good, can you get some for me?
  • Person 2: How can tell is they’re good?
  • Person 1: Get the ones that are the most red.

In this interaction, the different pieces of information can be broken down by category:

  • Semantic information = Words and concepts
  • Information 1 = Meaningful signs
  • Information 2 = Perceptible differences
  • Real life information = Raspberries

Using our ability to communicate and understand concepts (words “red”, “good”, and “raspberries”) helps us to understand Information 2 (processing the words and concepts to understand that a red berry is good”), which aligns with Information 1 (the evolutionary science and ongoing consistency of red/ripe berries being sweet) that helps us decide when processing all of this information.

So, now that we understand a little more about information, how does this influence our roles as designers?

Why it matters 👀

Thanks to our individual lived experiences, people have many different inputs/concepts about things. However, Kat points out that we’re pretty good at navigating these different concepts/inputs.

Take conversations, for example. Conversations are our way of getting a “live” alignment of information. If we’re not on the same page we can ask each other questions to ensure we’re communicating semantic information accurately. 

When we start to think about technology and digital products, the interfaces that we design and code become the information that is being transmitted, rather than words in a conversation. The design and presentation become semantic information structures, helping someone to understand the information we’re putting forward. This highlights the importance of aligning the interface (structure and semantic information) and the users' ontology (concepts and categories). For the interface to work, IA practitioners and designers need to know what most people understand to be true when they interact with information, concepts, and categories. 

We need to find some sort of stability that means that most users can understand what they need to do to achieve a goal or make a decision. To do this, we need to find common ground between the semantic information (that might vary between users) so that users can have successful Information 2 style interactions (i.e. absorbing and understanding the concepts presented by the interface).

To wrap up, let’s remind ourselves that information architecture is “the practice of ensuring concepts, categories and their properties and relations are arranged into appropriate and relevant positions”. As IA practitioners and designers, it’s our job to ensure that concepts and categories are arranged in structures that can be understood by the nuance of shared human understanding and semantic information – not just in some physical diagram.

We need to present stable, local structures that help to reduce uncertainty at the moment of interaction. If we don’t, the information flow breaks and we aren’t reducing uncertainty; instead, we create confusion and disappointing user interactions with our digital products. Making sure we present information correctly is important (and difficult!) for the success of our products – and for better or worse, it’s the work of information architecture! 

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Information architecture cheat sheet – 2020 edition

Information architecture (IA) isn’t the easiest space for a newcomer. The myriad terms and technologies can often be quite tricky to understand on their own – not to mention how they all fit together.

We wanted to help, so we’ve put together a comprehensive cheat sheet/glossary that you can use whenever the topic of IA comes up.

Information architecture

Information architecture is the structure used to organize and label content on websites, mobile applications and other digital environments. At a very basic level, IA determines the paths people take to get to the content they’re looking for and where they might get lost.

IA isn’t actually one “thing”, but a number of different elements:

  • Labels: How information is represented
  • Navigation: How people make their way through the information
  • Search: How people look for information

It’s also the layer upon which you build the design. This means that for your users, they’ll never likely see the IA – but they will feel the effects of the decisions you make when designing it. Your IA should help people find what they’re looking for, regardless of where the IA exists. It’s as important for desktop users as it is for mobile.

Experience architecture

The term ‘experience architecture’ refers to a wider set of practices or terms that includes information architecture. Experience architecture covers IA, interaction design and experience design. It’s similar to how user experience (UX) is just one element under the wider customer experience (CX) umbrella.

Note that just as the field of information architecture has information architects, experience architecture has experience architects; people responsible for planning and executing experience architecture deliverables. Typically, the experience architecture role is quite varied in that it requires expertise in user-centered design, human behavior and interaction design.

User journey

A user journey is basically what it sounds like – the experiences someone has when they interact with something. It’s also most commonly used to describe these experiences and interactions in a software context.

User journeys describe the steps users take to complete a task when interacting with a website or other digital service. For example, for a photo storage app, the user journey may look something like this:

  1. User runs out of storage space for photos
  2. User finds new photos app on app store
  3. User installs new photos app
  4. User creates account
  5. User begins uploading photos from device

Typically, you’d create a user journey in the discovery phase of a project, as you can use this tool to visualize what the users need and to influence wireframe and information architecture development.

Depending on your needs, your user journey may be quite a bit more detailed, with overarching categories ‘before’, ‘during’ and ‘after’ to show where the user is with regards to using the product. You can also add in ideal emotions at each stage.

An image from Nielsen Norman Group of a user journey map.

An example of what a user journey map looks

Wireframing

Chances are if you’re using a website or mobile app, it was a wireframe at some point in the past. Wireframing is essentially a way to design digital applications at a structural level, a way to map out broadly where different elements like content and functionality sit before adding in visual design.

Wireframing is to websites, apps and other digital applications what the rough first sketch of a building is to a finished skyscraper. It’s foundational, yet entirely important to nail down broad strokes ideas before investing more heavily in design.

Why might you produce a wireframe? In addition to using it as a way to prototype ideas prior to the visual design process, wireframes are an important method of getting stakeholders and other teams onboard.

A wireframe example of a webpage.

Here’s an example of a website wireframe

Labeling system

In the world of information architecture, labels represent a relationship between your users and content. The idea behind labels is to communicate information to users without using too much space or requiring much work on the user’s part.

Let’s take a look at an example. ‘About us’ is a label that represents a larger chunk of information. On a website, this could be information about the people who work at the organization, what the office space is like and the work that the organization does. You wouldn’t want to present all of this information to a user on the homepage, so instead, you use a label like ‘About us’ to trigger the user’s association with that term. Once they’ve seen the label, a user can decide whether they want to proceed. In a nutshell, a label should be used to communicate information clearly and efficiently.

Labels are understandably important, and things can go awry when the people designing websites and other digital applications don’t adequately consider the importance of correct labeling. Perhaps more than most other parts of a website, poor labeling is an easy way to spot websites where user needs haven’t been appropriately considered.

Search system

Search is how your users go about looking for the information they require, whereas a search system is essentially a search engine: a way to sidestep the act of navigating through a website and search directly for information. One of the biggest misconceptions when it comes to designing digital applications is that search is the answer to all navigation problems. Search systems are often seen as a way to avoid developing user-focused navigation systems, as the common thinking is that users know what they’re looking for and so will just plug terms into a search bar.

This isn’t actually true, and there’s a great quote from Larry Page that neatly summarizes this argument: “The ultimate search engine would basically understand everything in the world, and it would always give you the right thing. And we’re a long, long way from that”.

Search engines often become bandages for websites with inadequate browsing systems. When considering adding a search engine to a website, consider how much content you actually have. The last thing you want to do is have to maintain a search engine when the browsing experience meets user needs.

When a search engine is appropriate:

  • Websites with large quantities of content (50+ pages)
  • Websites with long, dense pages
  • Any situation where browsing will take significantly longer

Metadata and taxonomies

In the world of information architecture, 2 terms that get thrown around and mixed up more than most others are taxonomy and metadata. Here’s a breakdown of what both of them mean, and how they relate to each other.

Metadata makes content findable and understandable for users and computer systems, it’s data about data. Rachel Lovinger describes it as “information about the content that provides structure, context, and meaning”. Photos typically have significant quantities of metadata attached to them, information like where the photo was taken, the date the photo was taken and the device the photo was taken on. Metadata is particularly important to search engines, helping to surface the right content based on what the user is searching for.

Taxonomies, on the other hand, refer to structures that organize information. Unlike metadata which applies to individual pieces of content, taxonomies help to organize content into hierarchical relationships.

So how do metadata and taxonomies work together? Well, if a taxonomy’s goal is to organize content, it needs terms to be stored as metadata. Christine Benson notes that “a taxonomy organizes information, and metadata describes it”. They’re really 2 parts of the same whole.

Wrap up

Hopefully, we’ve given you a clear idea of some of the more important information architecture terms and how they relate to each other. If you want to start rethinking your own website’s information architecture, there’s no better place to start than with a comprehensive understanding of how your users think the information on your website should be structured. You can read more about one of the best methods for this process, card sorting, right here on our blog.

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Live training: Dive head first into card sort analysis

Your cards have been sorted, and now you have lots of amazing data and insight to help improve your information architecture. So how do you interpret the results? 

Never fear, our product ninjas Alex and Aidan are here to help. In our latest live training session they take you on a walk-through of card sort analysis using OptimalSort.


What they cover:

  • Use cases for open, closed and hybrid card sort methodologies
  • How, when and why to standardize categories
  • How to interpret 3D cluster views, dendrograms, and similarity matrix
  • Tips on turning those results into actionable insights

Seeing is believing

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