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When people come to us, we often hear the same story. The platforms they’ve used are clunky. Outdated. Confusing. Like navigating a maze of tabs, jargon, and complexity. Just to run a simple study.
That’s not what user testing should feel like.
At Optimal, we believe finding insights should feel energizing, not exhausting. So we’ve been working hard to make our platform easier than ever for anyone – no matter their experience level – to run meaningful research, fast.
We also know that the industry is changing. Teams want to do more with less, and platforms need to be able to empower more roles to run their own tests and find answers fast.
As pioneers in UX research, Optimal has always led the way. Today, Optimal is more powerful, intuitive, and impactful than ever, built to meet the needs of today’s teams and future-proofed for what’s next.
Our Vision is Built on Three Pillars
Access for All
We believe research should be accessible. Whether you’re a seasoned researcher or just getting started, you should be able to confidently run studies and uncover the “why” behind user behavior without facing a steep learning curve. All our latest plans include unlimited users, giving your whole team the ability to run research and find insights.
Speed to Insight
Time and budget shouldn't stand in your way. With smart automation and AI-powered insights, our tools help you go from question to clarity in days, not weeks.
Communicate with Impact
Great insights are only powerful if they’re shared. We help you translate data into clear, actionable stories that influence the right decisions across your team.
What’s New
We’re entering a new era at Optimal, one that’s even faster, smoother, and more enjoyable to use.
Here’s what’s new:
- A refreshed, modern homepage that’s clean, focused, and easier to navigate
- Interactive demos and videos to help you learn how to get set up quickly, recruit, and gather insights faster
- One-click study creation so you can get started instantly
- Streamlined navigation with fewer tabs and clearer pathways

This year, we also launched our new study flow to reduce friction with study creation. It helps you easily visualize and understand the participant experience, from the welcome message to the final thank-you screen, every step of the way. Learn more about the Study Flow.
Our refreshed designs reduces mental load, minimizes unnecessary scrolling, and helps you move from setup to insight faster than ever before.
Haven’t Looked at Optimal in a While?
We’ve gone well beyond a new homepage and design refresh. Now’s the perfect time to take another look. We’ve made big changes to help you get up and running quickly and get more time uncovering the insights that matter.
Using Optimal already? Log in to see what’s new.
New to Optimal? Start a free trial and experience it for yourself.
This is just the beginning. We can’t wait to bring you even more. Welcome to a simpler, faster, more delightful way to find insights.
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5 common mistakes we have all made with screening questions
This is a guest post from our friends over at Askable. Check out their blog.
Writing screening questions is an everyday part of life as a UXer or researcher of any kind, really. And at first glance, they seem straightforward enough. Draft up some questions that help to either qualify or disqualify people from taking part in your research, whether that’s a survey, an interview or something in between.
At Askable, we have seen thousands and thousands of screening questions. Some horrible and some amazing - and everything in between.
So here we go – 5 of the most common mistakes made when writing screening questions – oh and how to avoid them.
- Using closed-ended questions too often
What’s the quickest way of knowing if someone went on a holiday in the last 6 months… You ask them, right? “Have you been on a holiday in the last 6 months – Yes or No?”. Duh.
But actually, a question worded in this way is signposting the answer you’re looking for, which may lead to false answers! And also, the answer doesn’t give you any extra information about that person’s travel habits, etc.
So, perhaps a better way to ask the question would be: “When was the last time you went on a holiday?” Provide multiple choices. This also gives you that added info, like if it was a month ago or 5 months ago, in this case.
- Using open-ended questions at the wrong time
Open-ended screening questions can be great, but only for certain info. Avoid using them when you have strict criteria. But instead, use them for getting inside your applicant’s head a bit more. An example would be to ask as a follow up to the example above “Tell me about where you went on your last holiday”.
Open-ended questions are also fine when the answers could vary wildly. A good example is “What is your occupation”. There are simply way too many possible responses to have as a multi-choice.
- Using industry jargon
How many people in the general public know what EV stands for? It’s Electric Vehicle by the way.
Or how about the term ‘Financial Services’? Are we talking about a bank or payments company or an accountant?
Work off the lowest common denominator, assume the applicant doesn’t know anything about your industry. Because often, they don’t or they think of it differently to you. When we live and breathe a topic, it’s all too easy to forget that others do not.
- Too many screening questions
We often write too many screening questions for a number of reasons. Sometimes we do it because we forget that screening questions are just that – to screen. Not to survey! Don’t start adding questions in there that are actually part of your research.
Other times it can be because our criteria is just way too narrow. Whatever the reason, a good rule of thumb is to never have more than 15 and the less the better.
- Not trusting the majority
We have learned this time and time again at Askable – most people are good and honest! We even have a saying now for it – “default to honesty”.
Don’t get overly concerned that your screening questions give too much away. Of course, keep it vague, but don’t go crazy. The 99% of people in our experience won’t take advantage of you. So serve the 99 and not the 1.
Wrap Up
Think about these next time you are writing up some screening questions, setting up your research or trying to figure out who it is you really want to talk with. Do this and you will be on your way to some seriously awesome and accurate insights!

5 reasons to consider unmoderated user testing
In-person user testing is an important part of any research project, helping you to see first-hand how your users interact with your prototypes and products – but what are you supposed to do when it’s not a viable option?
The recent outbreak of coronavirus is forcing user researchers and designers to rethink traditional testing approaches, especially in-person testing. So what’s the solution? Enter unmoderated user testing. This approach circumvents the need to meet your participants face-to-face as it’s done entirely over the internet. As you can probably guess, this also means there are a few considerable benefits.
Here, we'll take a look at 5 reasons to consider this testing approach. But first, let's explore what unmoderated user testing is.
What is unmoderated user testing?
In the most basic sense, unmoderated user testing removes the ‘moderated’ part of the equation. Instead of having a facilitator guide participants through the test, participants complete the testing activity by themselves and in their own time. For the most part, everything else stays the same.
The key differences are that:
- You’re unable to ask follow-up questions
- You can’t use low-fidelity prototypes
- You can’t support participants (beyond the initial instructions you send them).
However, there are a number of upsides to unmoderated user testing, which we’ll cover below.
1. You can access participants from all over the globe
There’s a good chance that your organization’s customers don’t exist solely in your city, or even just in your country, so why limit yourself to testing local individuals? Moderated user testing requires you to either bring in people who can visit your office or for you to actually travel to another physical location and host testing sessions there.
With unmoderated user testing, you can use a variety of participant recruitment services to access large groups of participants from all over the globe. Making these services even more useful is the fact many allow you to recruit the exact participants you need. For example, drivers of Toyota hybrid vehicles who live in Calgary.
2. Unmoderated user testing is cheaper
Have a think for a moment about all of the typical costs that go along with a hosted user testing session. There’s the cost of a location if you’re traveling to another city, the remuneration for the people you’re testing and the cost of equipment (that you may not typically have access to). Sure, moderated testing can be made much more affordable if you’re hosting a session in your own office and you have all of the required gear, but that’s not the case for everyone doing research.
Unmoderated user testing really only requires you to choose the tool with which you want to run your user test (variable cost), set up your study and then send out the link to your participants.
3. It’s easier to manage
Unmoderated user testing means you can set aside the difficult task of managing participants in person, from scheduling through to finding notetakers and people to help you with the recording equipment. As we noted in the above section about cost, all you have to do is select the tool and then set up and run your study.
4. Automatic analysis
Running in-person, qualitative usability testing sessions can deliver some truly useful insights. There’s really nothing like sitting down in front of a participant and seeing how they interact with the product you’re working on, hearing their frustrations and learning about how they work. But any insights you gain from these sessions you’ll have to derive yourself. There’s no magic button that can generate useful qualitative analysis for you.
With unmoderated user testing, and especially with the right set of tools, you can run your tests and then have analysis generated automatically from your data. Take our IA tool Treejack as just one example. The functionality built into the tool means you can send out text-based versions of your website structure and then see how people make their way through the website to find what they’re looking for. At the end of your test, Treejack will present you with an array of useful, detailed visualizations like this one:

5. There’s less chance of bias
Ever heard of the observer effect? It’s a theory that basically states that the observation of a phenomenon will inevitably change that phenomenon, commonly due to the instruments used in the measurement. The observer effect and other biases often come into play during moderated research sessions specifically as a result of having a moderator in the room – typically with their own biases. Removing the moderator from the equation means you’ll get more reliable data from your study.
And the best place to get started?
Unmoderated user research requires unmoderated testing tools. With health concerns like coronavirus and influenza leading to reduced travel and in turn making in-person testing more difficult, there’s never been a better time to start using unmoderated testing tools. If you haven’t already, take our full set of 5 tools for a spin for free (no credit card required).

Say hello to our new look
Today we’re launching a new look for Optimal Workshop. While it’s a new direction for us visually, there’s also a little more to this story than meets the eye. This new identity represents a total rethink about how we present ourselves to the world, from our tools like OptimalSort and Reframer to way we present updates just like this one.
This brand update was a 7-month effort from concept through to execution, involving talents from both inside and outside the walls of our Wellington Office. Here, we’ll share a little about what made us decide to make this change and where you’re going to see the biggest changes.
So, without further adieu…
Why we made this change
- We’d experienced a lot of change and grown at a rapid pace – Our previous brand had grown organically for 12 years. But we’ve matured, and we need a brand identity that will continue to grow with us.
- We needed a brand that’s accessible to all – We place accessibility at the heart of our product decisions, and we wanted the same for our brand. Our previous design guidelines often made this a struggle.
- We needed a brand identity that clearly communicates what we do – Our brand needs to be clear, flexible and robust. A brand system that’s simple to configure means it’s easier to create new assets and ensures every bit of the design is usable, beautiful and communicates our value clearly.
What’s new
Here’s a quick round-up of some of the changes you can expect to see around the place – from the big things like our company logo right through to the smaller tweaks we’ve applied across the website.
Our tools
When you log back into your account, you’ll find that everything works exactly the way that it did before – we’ve just applied a fresh coat of paint. Of course, if you do happen to come across any bugs or quirks, get in touch with our support team by clicking the little blue chat icon in the bottom right corner of the screen.
Our logo
The most noticeable change is front and center with our logo. We’ve evolved it to outline what’s important. Now, we like to think that you can interpret it in a few different ways:
- A cycle of learning
- Circling the answer/highlighting the solution
- Putting “Optimal Workshop” at the centre

Our bold new logo
We’ve also designed our new logo to be quite flexible. We’re able to swap out the colors as well as the “O” to celebrate special occasions, people and events:

Our colors
We’ve also refreshed our color palette. We still love green and blue, but we’ve introduced yellow as well as a few other options. Here are the highlights (no pun intended):Our new brand color is yellow. The color of Post-it notes, smiley face emojis and bright ideas. We hope it represents things like warmth, approachability, insight, discovery and enlightenment.
Our new colour palette ranges from yellow through to green and blue. We use tints of yellow to allow flexibility and accessibility when designing, while the dark navy is versatile and reliable. We place an emphasis on whites and grey tints for freshness and lightness.
We also use accent colors to add more variety and life. We’ll let you find these on your own as you experience the new palette on our website.

Our new colour palette 1

Our new colour palette 2
Our typeface
One of the biggest improvements we’ve made to the accessibility of the website comes in the form of our new typeface. Obviously Sans is our new heading typeface – it has a “steady” style, but it’s also quite interesting structurally.
You’ll see Obviously Sans throughout the website, app and blog. It’ll also make its way into our emails and other comms too!

Highlighting what matters
The act of highlighting something is universally understood. We all use highlighters and we all know what it means when we highlight something. Highlighting to find patterns is what research is all about.
We often highlight to:
- Discover themes
- Uncover insights
- Simplify complexity
- Emphasize meaning
Here’s what the highlighting looks like in practice:

Wrap-up
So, that’s our brand refresh. We’re still the same Optimal Workshop, just with a new look that better represents who we are and what we do.
We’re trying to become an ever-more important part of the work that user experience professionals carry out every day. Whether that means hosting user interviews, validating their ideas, testing and probing their information architectures or running surveys, we want to be a part of it.
We believe in better experiences for all and putting people at the heart of decisions. The team at Optimal Workshop genuinely enjoy working together to build something that will leave the world in a better state than we found it.
Join us on the journey – there’s more to come.
17 creative ways to use our tools
Every day, people around the world use our research tools to craft better experiences for their users. Whether it’s a website for a new public library, an app for a self-driving car startup or even the layout of a physical retail store, our tools give researchers and designers everything they need to ensure the way people work, think and act are at the heart of every design decision.
We talk about our tools on a fairly regular basis (after all, we are quite proud of them), but this time we’re going to do something a little different. Here, we’re going to show you 17 creative ways to use OptimalSort, Treejack, Chalkmark, Reframer and Questions. Hopefully, we’ll inspire you to head off and start doing some more testing of your own. Let’s get started!
1. A/B test the structure of your website or mobile app
Tree testing is one of the best methods to assess the strength of your navigation structure, and Treejack is the best tool to execute this method. You can easily set up more than one Treejack study to run at the same time, allowing you to A/B test different navigation structures and pick a winner.
2. Run designs past your team
Ever struggle to get consensus from your team on a new logo or design? Use OptimalSort to solve the problem! Create a closed image sort with categories set up so your team can sort designs based on their preferences. You can then look at the results and determine the best path forward.
3. Improve your note-taking at conferences
Reframer is a powerful qualitative research tool, and most of what makes it so useful for usability tests and user interviews also makes it a great tool for taking notes at conferences. Once you’ve taken all of your notes, you can use tags to mark up different insights and then share the results with your coworkers.
4. Reduce the content on landing pages
Card sorting is a great way to work out if you have any redundant content on your landing pages. Let’s use the example of simplifying your homepage. You can ask participants to sort cards (containing homepage links) based on how often they use them. You could then compare this data with analytics from your homepage and see if people’s actual behavior and perception are well aligned.
5. Work out if your icons need labels
Determine if your icons are helping your users by testing whether they understand their purpose. Upload icons that you’re currently using (or even plan to use) to Chalkmark, and ask your participants to identify their meaning by using the post-task questions feature.
6. Use card sorting to build better stores
Card sorting isn’t just a technique for the digital realm. Run an open card sort with OptimalSort to figure out where items in a retail store should be grouped. If we use the example of a supermarket, the cards would be different food items and the ‘aisles’ would be the categories.
7. Make scheduling usability tests easier
You can use Questions as a scheduling tool by setting up a survey designed to ask people which times they’re available to come in for usability testing sessions. You can send out one link to every participant and view the results in a single location. Easy!
8. Test your information architecture (IA) in different countries
Did you know you can use our integrated recruitment panel to remotely research participants from all around the world? This is a great way to see how different languages, countries, cultures and backgrounds interact with your website.
9. Use heatmaps for first impressions
Chalkmark’s heatmap feature is an excellent way to get first impressions on your designs. You can see where your users clicked so you can get insights into what’s working (or not working) with your designs. It’s also fast, so it’s easy to iterate.
10. Run an empathy card sort
Empathy tests are a great way to find out whether your website, app or design is creating the right feelings with your users. Set up a closed card sort with a list of the words which could represent your design, then set up categories based on relevance. Show people your design and then ask them to sort the words into the categories which best match the experience.
11. Use Treejack to test your mobile IA
The number of people using smartphones to browse websites continues to grow, making the UX of mobile websites key. Use Treejack to test the mobile IA of your website so you can work out if people are getting stuck.
12. Find out how people get home
Use first-click testing to find out if a text link or an icon is the best choice for navigating back to the homepage of your website. A quick test in Chalkmark will improve your website and save you design work down the line!
13. Run multivariate testing
Ever heard of multivariate testing? It’s not too complicated. Basically, you just compare more than two versions of your studies to understand which version performs better with your audience. You can run this type of testing with Chalkmark and Treejack to determine the right design to iterate on.
14. Run a pizza card sort
Yep, you heard us. Running a card sort asking people which toppings are good for pizza and which ones aren’t is a great way to introduce people to the benefits of the card sorting method. Plus, it’s always fun to show off the results on a Friday afternoon in the office.
15. Use Treejack to improve your SEO
Search engine optimization (SEO) is an important part of any modern website, with an SEO-tuned website much more likely to show up in search results. There are many factors that go into SEO, but one of the most important is a website’s navigation. Use Treejack to improve how people navigate through your website and you’ll likely see your search engine ranking improve.
16. Use Reframer as a field assistant
Login to your Optimal Workshop account on your laptop and get out into the field with Reframer! When you’re out conducting usability tests or user interviews with people away from your office, having Reframer makes it much easier to collect all of the necessary data. Once you’re back, use Reframer’s analysis features to make sense of your findings.
17. Test your paper prototypes
How are you supposed to test your paper prototypes when your users are spread all around the world? Well, you can simply take a photo of your prototype and use Chalkmark to remote test it with your users. Easy.
Wrap up
So that’s our list of 17 creative ways to use our tools. Have you got any of your own? If you do, don’t hesitate to click the little Intercom chat bubble in the corner of your screen and let us know! We always love to hear from you.
If you haven’t yet had the chance to play around with our 5 tools, you can try them for free - forever - by signing up here (no credit card required). Don’t just take our word for it, either. Check out these case studies from Xero and Intercom to learn about how 2 organizations managed to significantly improve different areas of their businesses.
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:
- User runs out of storage space for photos
- User finds new photos app on app store
- User installs new photos app
- User creates account
- 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 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.

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.

What makes for a great web navigation experience?
Take a look at the navigation menu at the top of our blog. Mouse over the ‘Explore by topic’ menu and browse through the different elements.
If you’re new to the world of website architecture and UX, developing something like this may seem quite trivial – surely it’s just a matter of picking 'popular' areas of your website and dropping them in, right?
Not exactly.

When it comes to website design, navigation should sit at the top of the priority list. After all, it’s what sits between your user and their goal. It’s the critical link that’s usually the deciding factor in whether or not they’ll continue to use your website.
In this article, we’re going to cover off some of the key things that make for a good website navigation experience. But first, it’s important to dispel some confusion.
According to Wikipedia, “web navigation refers to the process of navigating a network of information resources [like content]”. This is key. Website navigation isn’t the design of a website, it’s the bones of a website – the core structure that sits beneath the design. It can be helpful to think of it like a freeway system linking drivers (users) to destinations (content). Without a navigation, or, as is more often the case, with a poor navigation, the experience of using a website falls over. And in real terms, this is going to impact whatever it is that your organization does.
How navigation affects the user experience
There’s no shortage of elements that play into the user experience of a website. Everything from font, color, imagery, headlines, call to actions, page load time and form design have a bearing on the end user experience. But navigation is really the most important consideration of all. If people can’t find what they’re looking for within the structure of your website, they’ll likely leave and look for that same content elsewhere.
If you run an ecommerce website selling cosmetics, a frustrating navigation experience could mean your customers simply get fed up and try one of your competitors instead.
What makes for a great navigation experience?
When looking at what separates merely functional website navigation experiences from great ones, there are a number of key considerations:
Keep your navigation bar as simple as it needs to be
Website navigation bars have a habit of either including far too many links or not enough – it’s important to strike the right balance. You may find it helpful to consider the following 2 factors when designing your own navigation:
- What you want your users to do on your website
- What your users want to do on your website.
The difference in a user’s goals and your own is important. While your users may want to find information about your company history, you’ll have your own goals of getting users to product pages or perhaps signing up for accounts.

User-friendly language
We’re not going to get into the specifics of structuring a brand tone and style here, but we’ll just note the following: Clear is kind. Unclear is unkind. This is an important rule to keep in mind when designing the labels/UX copy for your navigation items. You want people to immediately understand what they’re reading or about to click on – there should never be any confusion. When your confusing labels send users on a mission to find something that should be easily discoverable, there’s a good chance they won’t return to your website.
So what does this look like? Here are a couple of examples:
- When writing the label for a page with your company contact information, opt for ‘Contact us’ instead of ‘Leave us a message’.
- If you need a label for a page that has information about your staff, consider something like ‘About our team’ instead of ‘Who we are’.
Stick to web conventions
- The reason why conventions exist is because they’re based on ideas that work.
- Design conventions work so well that you can look at a website in a completely different language and still partially navigate your way around.
- The only time you should ever break from conventions is if you have a better way of doing something, for example, if you have a website for a specific marketing or sales campaign, it might be more appropriate to do something non-conventional with the menu.
Web conventions exist for a reason – they’re based on ideas that work and are understood by the majority of web users. In many cases, these conventions work so well that most people will be able to navigate websites in entirely different languages simply because the functions are located in places that make sense.
Don’t forget the footer
When we redeveloped the Optimal Workshop blog at the beginning of 2019, we ran a series of usability tests on our website to work out how our users navigated their way through different types of content. The results were pretty interesting. When we asked people to find a link to our blog, many didn’t go for the ‘Learn’ menu in our navigation bar but instead went straight down to the footer at the bottom of the page.
Often overlooked, the footer forms a key function in your website’s navigation experience, for a few key reasons:
- They encourage further exploration: The end of a webpage doesn’t have to be the end of a user’s experience with your website. A footer can help to prevent users from bouncing out by encouraging further exploration and interaction.
- They help your mobile users: Navigating the web on mobile device understandably involves more scrolling than a desktop. With this in mind, the footer becomes even more important as an anchor for mobile users: even when they get lost on a long page, they’ll know that easy navigation options await in the footer.
Tips for crafting a user-focused navigation
Building a navigation system that’s intuitive and understandable by the majority of your users isn't easy – but it’s not impossible. The first step on the path to creating such a navigation begins with an understanding of how your users think. Or, more specifically, how your users think the information on your website should be arranged.
One of the methods that we use to figure this out is called card sorting. With card sorting, you can work out how people understand and categorize information. In a typical card sort, you task participants with sorting cards containing different items into groups. You can then use the results to figure out how to group and label the information on your website in a way that makes the most sense to the people using.
The other technique that proves invaluable during the website design process is called tree testing. It’s best-suited to help you assess the findability of topics on a website. You run a tree test on a text-based frame of your website – there are no navigation aids or design elements to give any hints. By removing everything but the labels and how they’re, you can work out how effective your navigation is at getting people to the content they’re looking for. If you find that test participants consistently struggle to locate specific items, you’ll know there are issues with your structure.
These are 2 methods that can help you with website navigation design, but they make great starting points. You can use card sorting to get an idea of how people think information should be grouped, turn this into a rough structure of your website, test it, and then iterate. If you’d like to give card sorting and tree testing a try, give our UX platform a go.