Picto thématique

Rule n° 84 - The user is alerted at the beginning of a complex process to the nature of the required data and documents

Getting an estimate for the price of your car or your house in a few clicks, getting an estimate for a new health insurance policy in a few clicks, it's so tempting, isn't it? How disappointing will it be when users realise that it is necessary to enter their email or credit card number to obtain the promised information. To avoid this, be transparent at the beginning of the process.

#Forms #Design #Accessibility

Goal

  • Increase the success rate of the complex process.
  • Maintain and enhance the brand image.

Implementation

For any complex process, for example an order form, display before the first step the list of documents or specific information that the user must provide in order to complete the process.

Control

Check for each complex process that the list of specific documents or information needed to complete the process is indicated to the user before the first step of the process.

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Business application and benefits

The rules should be applied to your projects from the design phase through to post-implementation , and they should be understood by all professionals with web and customer experience (CX) responsibilities: from strategy to operations, marketers to project managers, and editorial to technical staff. The benefits of using this ruleset are numerous, including improving customer satisfaction, web performance, and e-commerce, and expanding your client base, while also decreasing your errors and costs.

Multidisciplinary verticles - accessiiblity, SEO, e-commerce, ecodesign etc..- starting from the foundational Opquast base.

The objective of these rules and the Opquast community mission is ‘making the web better’ for your customers and for everyone! Opquast rules cover the key major areas of risk that can negatively affect website users such as privacy, ecodesign, accessibility and security.

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