Monday, September 21, 2020

Everything Marketers Need to Know About Instagram Reels

Throughout the past two years, two of the most popular apps used by Gen Z and younger millennials were Instagram and TikTok.

While Instagram steadily pulled in more than 1 billion active users since its 2016 debut, TikTok made news when it surpassed 1 billion global downloads within 18 months of its launch.

Both networks have solid benefits and entertainment factors.. While Instagram's visual layout allows users to see images, videos, Stories, and live streams from their favorite accounts, TikTok provides an endless feed of short, entertaining video clips.

But, late this summer, as countries including the U.S. considered banning TikTok due to privacy concerns, Instagram launched a handful of new audio and video editing features that are quite similar to what users would find on TikTok. This new set of mobile features, which can be accessed in the Stories section of the Instagram app, has been dubbed Instagram Reels.

Aside from allowing users to record videos with sound or audio overlays, the Reels camera and editor also includes the following features:

  • More editing tools: These include augmented reality effects, transitions, and the ability to speed up or slow down videos.
  • Audio attribution: If a user uploads native audio, other users can overlay the sound in their videos while the app credits the original user's account for it.
  • Stitchable takes: This enables users to share a video with just one long take or a combination of quicker takes.
  • Shareability on the Instagram Feed, Explore, Stories, and your profile: Depending on the privacy settings of your profile, you can share Reels with just friends on your Stories or profile, or publicly in the Reels area of Explore.
  • Mobile-only: Unlike Instagram profiles and Stories, you can’t view or upload Reels on a desktop.

Right now, it's worth noting that ads are not yet supported in the Reels area of Instagram Explore. But since Reels show up in this public part of the app, and can be seen by people who don't follow your brand, your business has the opportunity to reach new audiences across the globe.

At the time of this post, we also don’t know how the Instagram algorithm works for presenting Reels to audiences. But, based on our exploration of the Reels feed within Explore, it seems much like TikTok in that it prioritizes posts by location, people you follow, and content similar to what you've engaged with recently.

Why Instagram Launched Reels

According to Instagram -- which started testing Reels in Brazil in November 2019 and launched the feature globally this August -- the brand wanted to give users more content creation opportunities on its app.

"We’re excited to introduce Instagram Reels: a new way for anyone — people, creators, and businesses — to create and discover short, entertaining videos on Instagram," notes an August announcement from Instagram.

While Instagram hasn't acknowledged TikTok's success or competition as a reason for launching Reels, several tech journalists have suggested that this was a strategic move.

"Instagram's short-form video feature, Reels, launched Wednesday. Instagram is swooping in at a vulnerable time for its largest competitor, TikTok. Reels allows users to create 15-second clips, like TikTok, and share them publicly or with friends within the Instagram app," wrote CNBC's Jessica Bursztynsky.

While Reels is Instagram's first attempt at launching similar features to TikTok, this certainly isn't the first time a Facebook-owned company has launched similar video editing offerings.

In 2018, amid TikTok's early success, Facebook quietly launched a competing app called Lasso.

Lasso, which offered similar portrait-style feed and video editing tools to TikTok, had fewer than 80,000 app downloads by June 2020. In July, one month before the launch of Reels, Lasso was discontinued.

"We place multiple bets across our family of apps to test and learn how people want to express themselves. One of these tests was Lasso, our stand-alone short-form video app, which we have decided to shut down. We thank everyone who shared their creativity and feedback with us, which we’ll look to incorporate in our other video experiences,” a Facebook spokesperson told TechCrunch.

At this point, knowing the history mentioned above, some marketers might wonder, "Will Instagram Reels be a great TikTok alternative for my brand, or will it fail like other TikTok competitors?"

The question above is fair. After all, as a marketer, you'll only want to invest time and money into platforms with a solid track record, loyal audience, and great brand awareness opportunities, rather than those that could be discontinued a short time later.

While Reels might have been flocked to by Gen Z if TikTok were banned, TikTok's partnership deal with Oracle and Walmart has ensured that this app will remain active in many countries -- at least for now. This means that even if Reels is successful, some audiences might still spend all of their time surfing TikTok.

On the other hand, Instagram is a widely-used platform that has successfully launched competitive social media features before. Remember when the brand launched Stories and eventually surpassed the user count of Snapchat, which launched this feature first?

At the moment, it's not clear whether Reels will be as successful as TikTok. But, since the feature only requires you to expand your Instagram strategy, rather than building out TikTok tactics from scratch, it could still be a great place for brands to test out highly experimental short-form content.

If you're intrigued by Instagram Reels and ready to try it out, below I'll walk through how brands are already using the feature, steps for creating Reels content, and a few takeaways marketers should keep in mind as they build it into their Instagram marketing.

How Brands Already Use Reels

Emmy Mae Bridal

Fashion and beauty are perfect for Reels, as is evident by this Reel from Emmy Mae Bridal in Queensland, Australia.

In Emmy Rae's Reels, the brand presents videos and imagery of their wedding attire to the sounds classy music. Although we can't embed Reels, here's a screenshot of recent content the company posted

Emmy rae bridal Instagram Reel content

Earth Official

The travel industry is also finding Reels to be an excellent way to reach people. In this piece of Reels content, Earth Official, an account that highlights travel content, deals, and influencers, shows beautiful footage of Thailand's lantern festival with native audio.

Earth Official Reels content of Thailand

Critical Care Now

If your business isn’t exactly consumer-facing, Reels might still fit into your Instagram strategy, depending on how well you’ve cultivated your audience and how creative your content team is.

In the Reels post below from CriticalCareNow, an informative Instagram account run by resuscitation expert Haney Mallemat, Mallemat educates viewers about central and peripheral arterial lines used in the emergency response field.

Critical Care Now doctor explains arterial lines via Reels

Think the topic of the Reel above was too informative or formal for Instagram's audience? Think again. At the time this blog post was written, this Reel had more than 30,200 views. Pretty amazing for content that isn’t the latest dance move.

Haney's Reel might be so engaging because he's done a great job of building a large, niche audience of over 24,000 Instagram followers and learned what types of content they value. While more followers could certainly get you more views, creating Reels around what your audience and similar users want to watch can also take your engagement a long way.

1. Enter Reels mode within Instagram Stories.

To get started with Reels, open the Instagram Stories camera and tap Reels.

Instagram Reels can be found within Instagram Stories on the mobile app

2. Explore the editing tools.

Before and after you record footage on your Reels camera, you'll see four editing icons on the left side of your camera screen.

Effect options within Instagram Reels

The tools you'll see include:

  • Sound: Which enables you to add a pre-recorded sound from other users or Reels' featured song list to your content.
Sound overlay tool in Instagram Reels
  • Playback Speed: This allows you to speed up or slow down content.
playback speed tool in Instagram Reels
  • Effects: Tapping this icon, which looks like an emoji outline, allows you to add stickers and filter effects to your video. The filters for Reels are similar to Instagram Stories and many of these effects crossover between both video formats
Special effects tool in Instagram Reels
  • Timer: If you can't hold down the Record button for the full clip, but want to make a video that lasts for a certain amount of time, you can tap this icon to set recording time for your clip. When you press record, a countdown of three seconds will appear on your screen before Reels starts to record. Then Reels will automatically film for the amount of time you designated.

3. Hold Record to begin filming, or upload a pre-recorded video.

Once you press and hold the record button, you'll start filming a clip. If you let go of the record button, but still have time left in your Reel video, you can hold the record button again to start a second clip that will begin immediately after the first ends.

As you record one or multiple clips for your Reel, the progress bar at the top of the screen shows you how much recording time you have left.

Progress bar in Instagram Reels

Alternatively, if you've already recorded a great video or TikTok that you think will be engaging on Reels, you can tap the camera icon to upload clips from your camera roll.

4. Add last-minute effects.

If you didn't add effects before the video started recording, but want to after seeing how it came out, you can add stickers, drawings, and text to your Reel before publishing.

Adding last-minute effects after recording video in Reels

When you are finished, tap the arrow at the bottom when you’re ready to publish. Again, these effects are nearly the same as those you'll see on Instagram Stories.

press next to go to posting page for Reels

5. Prepare to publish your Reel.

When you press the arrow after reviewing the video and adding any last-minute effects, you'll be taken to the post screen, where you can choose a cover image, write a caption, add hashtags, and publish your video to Reels.

6. View your Reels.

Once you've published one or more Reels, this content will appear on the Explore page, as well as a tab on your profile.

Where to find Instagram Reels on your profile

7. Share your Reels.

Along with posting Reels for Explore audiences, you can also post them to your feed which will also cause them to appear on your main profile grid. Reels can also be sent as direct messages or even posted to your Instagram Stories. Unless you share a Reel so it appears on your main grid, the content will behave like a Story and disappear within 24 hours.

8. Monitor your performance.

Currently, to view any insights for a Reel, you need to view the post itself. At this time, there isn’t a way to view the analytics of your Reels within Instagram Insights. Instead, look at the likes and comments to get a sense of engagement.

engagement metrics on Instagram Reels

9. Watch Reels from other accounts.

To access Reels, simply go to search and you’ll see a featured Reel. Tap that and then you can easily scroll through the clips. From there, you can follow users and like, share, and comment on reels directly. You can find Reels on specific topics by searching for hashtags.

Where to find Instagram Reels content in Instagram Explore feed

What to Keep in Mind with Instagram Reels

As you consider Reels, TikTok, and other emerging social media platforms in your marketing strategy, it's important to weigh the pros, cons, and key marketing takeaways when determining if a channel or feature is right for your team.

Here are just a few things to remember as you consider Reels:

Reels competes against a unique, viral sensation:

Although Instagram has a huge audience that is loyal to its platform, many Gen Z users are used to going to TikTok for viral videos and general entertainment. Because the app has pulled in astounding fan loyalty in its short lifespan, you might find that Reels don't have the same viral opportunities that TikTok videos might have. 

What works on TikTok might not work on Reels

TikTok is a highly experimental platform with a younger, but huge, global audience. Because of these factors, there aren't many rules about what you should and shouldn't post on there. Meanwhile, Instagram has been around for years, has a slightly older audience, and has some content norms or audience expectations set in place

If you've already posted a handful of TikTok videos and want to test them on Reels, you can consider uploading a few, watching how they perform, and learning more about what works well on both platforms.

However, as you learn the differences between TikTok and Instagram audiences, you might find that high-performing TikToks aren't as engaging to your Reels audience. If this is the case, you might want to consider creating specialized content for Reels.

There aren't ad opportunities just yet.

Although you'll want to keep the points above in mind as you consider testing out Reels, you'll also want to remember the opportunities it offers. For example, Reels might be a great option for you if you've mastered Instagram, know what content your audiences want, and are eager to test out TikTok-styled content without using time and resources to build a full TikTok app strategy.

If you do begin to test out Reels, it can't hurt to brush up on your Instagram marketing skills and Instagram platform knowledge to ensure that your profile, other content, and -- ultimately -- your Reels will be on point for your brand and optimized for brand awareness.

Be sure to check out our Ultimate Guide for Instagram Marketing, or sign up for the free HubSpot Academy course below.


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The Ultimate Guide to UX Design

Think about a website or app you love. What do you love about it? The ease of gathering relevant information? How you can buy something in one click (and have it delivered tomorrow)? Or how quickly it answers your questions?

Now think about the people who created that website. What was their goal?

They were trying to create a site that had the features you love about it — a site that is easy to use, effectively delivers the information you need, and allows you to make smart decisions tailored to your challenges or concerns.

UX, or user experience, focuses on the end user’s overall experience, including their perceptions, emotions, and responses to a company’s product, system, or service. UX is defined by criteria including: ease of use, accessibility, and convenience.

The concept of UX is most often talked about in terms of tech, such as smartphones, computers, software, and websites. This is why UX is not only a fairly new field, but also a variable one — it changes quickly due to technology advancements, new types of interactions, and user preferences.

It’s no secret that customers today want quick and simple ways to meet their needs and solve their pain points. That’s why UX matters so much.

Whether or not you’re in tech, the company you own or work for most likely has a website. Well, customers could write you off in a matter of seconds if they don’t find your website useful and easy to use. In fact, most website visitors determine whether or not they want to leave within a minute of opening a page.

Follow along to learn more about the importance of the emerging field of UX, what today's designers are being hired to do, and why every type of business can benefit from thoughtful UX design.

UX design is about creating products "that provide meaningful and relevant experiences to users," according to the Interaction Design Foundation. Within UX design, there are a few different categories.

1. Interaction Design

A subset of UX design is interaction design (IxD). It is defined as ... yup, you guessed it... the interaction between a user and a product — the goal of that interaction is for it to be pleasant for the user.

2. Visual Design

In visual design, creators use illustrations, photography, typography, space, layouts, and color to enhance user experience. To have successful visual design, artistic design principles including balance, space, and contrast are crucial. Color, shape, size, and other elements also impact visual design.

3. User Research 

User research is the last major element of UX design. User research is how companies determine what their customers and users want and need. At its core, your website should solve a problem, and so this is an important step in determining what exactly your users require. Without it, your designs are simply guesses.

4. Information Architecture

Designers use information architecture to structure and label content so that users can find information easily. Information architecture is used on websites, smartphones, apps, and even in the physical places we go to. Ease of use and discoverability are two important factors of information architecture, which is why it is so closely related to UX design.

Think about the New York City Subway map. This is a great example of information architecture that helps people understand how to get from one place to the next. According to the Information Architecture Institute, "If you’re making things for others, you’re practicing information architecture."

information-architecture

Source: NYC Subway Guide

UX Design Principles

UX is an ever-changing field, but the fundamental UX design principles remain the same. Designers also have to determine what they want in terms of visual balance. Being clear and concise is crucial … less is more! You want your design to be intuitive, and most importantly, your design should meet the user’s needs.

While UX is subject to trends and new technology, there are a few core principles that stay the same. These help designers look at various problems through a methodology that's consistent and focused.

  • Be contextual: You want individuals to know exactly where they are in their user journey. They should never feel lost or overwhelmed. Your design is there to guide them along their journey.
  • Be human: No user enjoys feeling like they are interacting with a machine. You’ll gain the trust of the end-user if you show them your brand’s personality and approachability.
  • Be findable: Users don’t want to waste time. With a successful UX design, your work will be easy to find and navigate.
  • Be easy: Being consistent and straightforward will go a long way with your users. You build relationships with your users by providing them with enjoyable and easy experiences.
  • Be simple: No fluff, tangents, or unnecessary descriptions. Get to the point. Let’s be honest here … these days, everyone has a short attention span.

These principles will guide you at every stage of the UX design process. Let's walk through what each of those stages entails below. 

UX Design Process

There are typically several stages of the UX design process to consider. UX design takes a human-centered design approach during all these stages. This is about considering the needs of the people you are designing for, coming up with a wide range of solutions to resolve the issue they are facing, designing prototypes for the users to test, and then finally putting the best solution in place for the user. If you look at the issue from the perspective of the user, and design with them in mind, you will create solutions they will want to adopt.

Let's take a closer look at each stage of the design process below.

1. Understand your user’s pain points.

Since UX design is about improving the user experience, your first step is finding out what the challenges and expectations of users are. Once you understand what the problems are, you can solve for them.

In an article for Career Foundry, Rosie Allabarton stresses the role of empathy at this stage of the UX design process. She said, “You’ll be working with groups of users who come from a variety of backgrounds and are bringing different experiences with them. Your job is to try to understand why they are behaving the way they are, not to try to change that behavior or influence it, but accommodate it within the product.”

There are a few approaches you can take to gather this important user research.

Interviews

One of the best ways to understand your audience is to be in the same room as them. User interviews typically entail a group of users browsing through an existing site or product or even a competitor’s while members of your team observe. That way, your team can watch how people interact with a website or product and gather feedback in real time. This can help uncover areas of improvement that you and your team hadn’t noticed. Like maybe users are overlooking the CTA button on your homepage, or maybe they want a search box to navigate a website. You can then incorporate this feedback into your design process.

If in-person interviews isn’t an option, then you can always hold remote user testing sessions

Online Surveys

While interviews are ideal for getting rich insights from a small group of users, online surveys are a great way to gather feedback from a larger audience. Surveys consist of a series of targeted questions sent to a sample of your audience. These questions can take on a variety of forms, including yes/no, multiple choice, checkbox, dropdown, ranking, ranking scale, and textbox. Online surveys are typically distributed via forms, and then compiled in a database so you and other stakeholders can review them.

2. Create user personas.

Now that you have all this user research, you’ll want to summarize it. Creating user personas is a great way to do so. Also known as buyer personas, these personas are semi-fictional representations of your ideal customers based on data and research. Buyer personas help you better understand your existing and prospective customers, so you can tailor your products as well as your services, content, and messaging to meet their specific needs, behaviors, and concerns.

Buyer persona template with sections for goals, challenges, and what can we do

Image Source

These personas help ensure that everyone on your team understands, remembers, and centers the end user throughout the design process. 

To learn how to research and create personas, check out the post How to Create Detailed Buyer Personas for Your Business [Free Persona Template].

3. Map out user journeys.

While you can categories users into different types of personas, every user is unique. That means different users will interact with your site in different ways — even if they have the same goal. Say they’re looking to apply to a job at your company. Some might navigate to your homepage, click Careers from your navigation bar, and then browse your job openings. Others might search your company name plus “careers” in Google.

Your goal is to identify the primary goals of your users and ensure they can complete their goals. So an ecommerce site, for example, will need to identify all the different ways a customer might want to complete a purchase and make sure their site enables them at every step. Providing functionality to ensure a customer can complete a purchase on a desktop, tablet, and mobile device are just a few scenarios you’d have to plan for. You’ll likely need a lot of colorful post-it notes for this stage.

4. Create website wireframes.

Now that you’ve mapped out user journeys on paper, it’s time to map them out in your actual product with website wireframes and prototypes. You can think of a wireframe as a sketch of your product or website.

When creating a wireframe for your website or product, you can plot out how you want to display your main features, allocate space, and present images and content and how this layout helps (or hinders) the user from achieving their goals before introducing design elements like color schemes.

Evaluating your product’s functionality and intended user behavior at this stage can help you find potential problems or missing features that might get in the way of conversions or sales later on — before you’re too far along in the design process. That way, you can easily make changes, get approval from other stakeholders, and confidently move to the next stage of the design process.

Wireframes range in complexity. Some are hand drawn with a pencil, others are created with software tools like Sketch and Canva. Here’s an illustrated example.

Illustrated example of website wireframe with logo, banner, navbar, sidebar, and content area

Image Source

5. Start prototyping.

Think of a prototype as the final draft of your product or website before the coding begins. It’s not the final version, but it’s close enough that you can fully test the product before it launches and demonstrate it to management and other stakeholders.

Unlike a wireframe, a prototype will include font, images, icons, and colors. This phase is focused less on aesthetics and more on user flow, however. Prototypes will be interactive, allowing you, users, and other stakeholders to experience how the product works in real life.

You’ll run more user testing at this phase to uncover issues like whether your checkout process requires too many clicks or your homepage is difficult to navigate.You’ll likely experiment with navigation and other functionality at this stage, and produce lots of iterations.

To create a prototype and subsequent iterations, you’ll need to use a dedicated tool like Adobe XD, InVision, or the free Justinmind. Here’s an example of a prototype built with Justinmind.

Justinmind prototype of ecommerce website on desktop and mobile

Image Source

At this point, the coding can begin so you’ll pass your prototype to designers and developers who will build a user interface. More on what a UI is and how it differs from UX later.

UX Deliverables

UX deliverables are the various outputs of a UX design process. The designer and team will have to produce and present these deliverables to an internal team and external clients for review — either during the design process or once the project is complete. 

As tangible records of the work that has occurred, UX deliverables are a critical part of the design process. These deliverables help UX designers to effectively communicate their design ideas and findings, and make it clear to stakeholders why recommendations for changes and improvements are made. They also help designers get buy-in for their ideas.

1. User Research

User needs, tendencies, and motivations can be determined through different types of user research. This might include quantitative and qualitative data from user testing sessions and focus groups. It could detail feedback on sign up flows, the onboarding process, and customer service inquiries.

The goal is to have a detailed analysis of what's both working on the site and what could be improved — and to have this all backed by information gathered from users. Researchers may create buyer personas based off of real user data to help them accurately determine who will be using their device, website, or app. Through user research, designers understand and empathize with the user.

2. Competitor Assessment

Assessing the strengths and weaknesses of your competitors is a way to enhance your own UX strategy. A great way to do this is by creating a competitive analysis report that details the interaction design of your competitors and provides an analysis of where you see pitfalls and missed opportunities — things your business can take advantage of.

3. Interaction Design

An interaction design deliverable could come in the form of a prototype so that people can review how interactions with the site would occur — showing how people would complete key tasks, get information, use a product, the flow of finding information, and how easy the product is to use. You want your prototype to be as similar to the final product as possible, so you can get sign off on the design before you begin building it.

4. Information Architecture

IA is the process of taking information and organizing it in a way that is easy to understand. For large websites, this is especially important, as you need to understand what content exists and how to organize it in a way that makes sense for your visitors. The result might be a content inventory, sitemap with suggested navigation, or sample user flows that reveal how visitors move through a site.

site-map

Source: Adobe Blog

Now that we understand the different deliverables a client or manager might ask from a UX designer, let's take a closer look at arguably the most important: UX research. 

User Experience Research

Without research, all of this focus on what the user needs and wants would be impossible. UX research is the investigation of users and what they need, which informs the UX design process. Companies and designers use this research to come to specific conclusions about what is working for users and what needs to be changed. There are several ways companies and designers perform UX research.

Usability Testing

Usability testing evaluates how successful a product is by testing it on actual users. It gives companies real input on how individuals are using a product or system and how that product or system works for that user. There are two primary testing methods. 

Hallway usability testing is a quick and cheap way for companies and researchers to get information from users who may not know of your company or products. Random individuals use the products and give feedback on their experience.

Remote usability testing allows companies to research with users in their natural environment (such as in their home or office). These tests can be moderated in any way the company chooses.

Usability Testing Tools

Usability testing tools allow researchers and designers to compile accurate feedback from users and then analyze that feedback to make data-driven changes. If you’re looking for a tool that can help you test how easy-to-use your site or product is, check out these options:

  • Crazy Egg: This tool allows companies to see exactly what users are clicking on while on their website. Crazy Egg also records exactly where site visitors are coming from, including geographic location, and if they were referred from another site.
  • Hotjar: This tool combines analytics and feedback to give an overview on ways to improve user experience. They do this through the use of heatmaps, visitor rates, conversion funnels, and more.

For more usability testing tools to consider, check out this post.

How to Enhance User Experience

Through the research and testing mentioned above, user experiences can always be improved. Some of the most common ways to improve user experience include: Taking a consultative approach to improving the experience, determining calls to action, implementing responsive web design, considering Fitt's Law (more on this next), avoiding overwhelming data entry, and more.

Using Fitt’s Law to Enhance UX

Fitt’s law is a predictive model that determines the amount of time it takes for a specific user to move their mouse or cursor to a target area on a website. There are multiple versions of Fitt’s law that exist but they all revolve around the general idea that, “The time required to move to a target depends on the distance to it, yet relates inversely to its size.” Fitt’s law is widely used in UX design to improve ergonomics in addition to usability for users.

Here’s an example of this at work: Have you seen the new Touch Bar on Apple’s MacBook Pro? This is a touchscreen above the keyboard that speeds up a user’s experience when using Google, bookmarking a page, changing screen brightness, volume, and more. Touch Bar options change depending on what page you are browsing while on your laptop, whether that be an app, a site you are visiting, or even just your personal settings.

With the Touch Bar, the user’s experience is simplified because many commonly used settings are in one compact location. Fitt’s law states the further away and smaller an object or button is for a user, the harder it is for that user to click on it. That’s why the Touch Bar is such a great example of taking Fitt’s Law and successfully applying it to your device to enhance user experience.

UX Design Tools

Whether you are researching, prototyping, wireframing, storyboarding, or creating graphics, there are multiple UX tools available to assist you during the design process. In fact, there are so many tools on the market, some free and some that require a subscription fee, that it may be overwhelming for designers who are unsure of exactly what they need. To get you started, here’s a list of some popular and valuable tools to use in your UX design work:

1. Adobe Fireworks

Adobe Fireworks CS6 gives web designers a way to create graphics for their web pages without getting into the code or design details. There are a few reasons why UX designers use Adobe Fireworks: The tool has impressive pixel accuracy, has image compression abilities (JPEG, GIF, etc.), allows users to create functional websites, and build vectors. This is a great option especially if you are already familiar with other programs in the Creative Cloud.

2. Adobe XD

With Adobe XD, you can design websites and mobile apps, as well as create prototypes, wireframes, and vector designs. Users can share interactive prototypes on multiple platforms, including Windows, Mac, iOS, and Android, so it’s perfect for team collaboration.

3. Axure

Axure RP Pro is another great UX design tool — that’s also free. Axure has several capabilities including wireframing, prototyping, and documenting. It can even help you create user flows and sitemaps. Axure is perfect for creating web and desktop applications, and it gives users the ability to easily export to PDF or HTML for review.

4. Adobe Illustrator and a Free Alternative

If you’re looking for an affordable alternative to Adobe software, such as Adobe Illustrator (which is primarily used to create vector graphics), we’ve got you. Inkscape is known for doing most of what Illustrator does, but for free. This software is open source and can be used to create impressive vector graphics. The only issue you could run into is lag, as some users have reported that the program is slow. If you’re partial to Illustrator, that’s OK too.

5. Sketch

Sketch is an end-to-end software with specific features including non-destructive editing (meaning Sketch won’t change the pixels in the photo you are working with), code export, pixel precision, prototyping, vector editing, and more. With Sketch, you can reuse and update your designs easily.

6. Storyboard Software

You might be wondering why you would need to storyboard in UX design. It’s a great way to visually predict and review the way a user would interact with and experience a product in a broader context. There are several storyboard tools available, with varying levels of features and complexity.

Storyboarder is a free storyboard software option, which has basic features made for designers of all levels. This software allows users to quickly create drawings and stick figures to lay out a plot or idea.

Another storyboard software option is Toon Boom Storyboard Pro. It combines drawing, animation, camera controls, and numerous other features, all for an annual or monthly fee. It has a wider range of features for more complex storytelling and detailed prep work. Both options are great for designers looking to visually tell the story of their persona or users.

Storyboards are also a great way to bring in all stakeholders, including researchers, developers, and UI designers. Before we discuss how to become a UX designer, let’s make sure we understand the difference between two similar roles: UX and UI designers.

What is User Interface design?

Remember when Apple unveiled its click wheel for the iPod? When it was introduced, the feature was intuitive and highly functional — not to mention cool-looking.

This is a great example of a successful user interface (UI). UI refers to how people interact with computers, machines, websites, apps, wearables, and other programs or devices. User interface design is the process of making these things as easy to use and efficient as possible.

Common UI Elements

Although UX and UI have similar definitions, it’s important to note the key differences that separate the two topics. Again, UI focuses on a product’s appearances and surfaces, while UX is more concerned with how people interact with a site. Here are some common UI terms you should know to better understand how the two differentiate:

  • Informational Components: UI designers use informational components to enhance the reading experience or give more information. Examples of informational components are progress bars, notifications, and message boxes. Designers use these when they want to make it clear to the user that they have completed a task, or if they want to notify the user that action on their part is necessary.
  • Breadcrumb Navigation: This is a design tool often used by UI designers to visually increase the usability of a website. It allows users to see their location on a site in a hierarchical structure. It doesn’t need to have special visual features or over-the-top design — it should just clearly state where a person is located on a site. You may have noticed these links along the top of a webpage while online shopping or on another site.
  • Input Controls: Input Controls give individuals multiple options in response to a question you are asking. These are things like checkboxes, drop-down lists, and toggles. Keep the information you are asking in your input controls simple and to-the-point so it’s easy to find what the user needs.

breadcrumb-navigation

Source: UX Planet

If you love designing, researching, working with other people in a fast-paced environment, and listening to others’ experiences, a career in UX design may be right for you. As a UX designer, you’d focus on the conceptual aspects of design and create better experiences for users.

Here are the steps to follow to become a UX designer.

1. Do your research.

This step may seem like a given, but pursuing a career path (or changing yours altogether) is a big move. Do plenty of research to ensure that you want to be a UX designer. Guides like this one will help give you an idea of what UX design entails. You can also lookup "day-in-the-life" articles, podcasts, and books to better understand how other UX designers spend their workdays.

2. Take a UX design course.

There are plenty of higher education courses available around the world, though they typically require a four-year undergraduate design curriculum as a prerequisite.

However, some programs allow for more flexibility, such as the online Quinnipiac University Graduate Program in User Experience Design. There are also UX certification programs for professionals. These vary in commitment length and level of expertise upon receipt of the certificate.

3. Apply for a UX design internship.

A UX design internship is valuable for a few reasons. First, UX design internships bridge the gap between education and real-life experience. Internships allow you to put what you've learned in the classroom (or online) to work while receiving helpful feedback from your peers and coworkers.

Secondly, UX design internships allow you to build a live portfolio of design work done on behalf of a real company. While demo work is valuable for demonstrating skill and process, you can report on the impact and results of the work you complete during your internship.

Lastly, UX design internships introduce valuable mentor relationships. Design mentors are critical to developing your skills, receiving constructive criticism, and expanding your network — three things that can help you land your dream UX design job.

To find a UX design internship, start with sites like LinkedIn, The Muse, Glassdoor, and AngelList, as well as simply searching on Google. You can also target the companies themselves: Apple, Google, Microsoft, Reddit, Adobe, Amazon, and Salesforce all offer UX design internship programs.

4. Build your UX design portfolio.

Once you’re ready to start applying for your dream UX job, you’ll need a stand-out resume and a flashy portfolio. Use a site like Dribble or Behance to showcase your work, or create your own website using a tool like SquareSpace.

When building your portfolio site, keep these tips in mind:

Make it visually stunning.

Presentation is everything. Your work should speak for itself ... show don’t tell! Your choice in color, typography, and layout all play a factor here.

Include an “about” page.

Hiring managers and recruiters want to get to know you, how you think about design, what inspires you, and what makes you unique. Why should they hire you? What value can you add to your new potential company and team?

Have clear navigation and links throughout your portfolio site.

Can you imagine the hiring manager at your dream company having a hard time navigating the portfolio site of a UX designer? Awkward. In your navigation bar, include options such as: “portfolio,” “about,” “contact,” and “resume” to avoid any confusion.

Explain your personal UX process.

Your future employer wants to know how you think. Include information that lets the hiring manager in on your UX researching, brainstorming, wireframing, designing, and prototyping processes.

Create additional portfolios to expand your network.

Use other tools to make your work available on sites where designers and those looking to hire designers to spend their time. Behance and Dribble are great portfolio sites for people looking for inspiration, networking, and new career opportunities.

If you're interested in this career path, we've gathered some ideas for UX projects that can help get you started and built out your portfolio. Let's take a look.

UX Design Ideas

Are you interested in UX design but don’t know where to get started? We’ve compiled a list of ideas for people who need inspiration just like you. Completing these projects will not only provide you with valuable experience, it will also provide valuable additions to your portfolio. Let’s take a look at some of these ideas and the real-life examples that go with them.

Redesign the digital menu of your favorite local restaurant.

Redesigning a restaurant’s menu is a great exercise in anticipating user needs. To find the right balance of information and images, you’ll have to decide what readers need to know and see to make informed decisions, and what will simply overwhelm them. You might experiment with the categorization, descriptions, and ratings of the food items, and more.

Below is a drink menu by Panji Arafat on Dribble.

UX project showing redesigned drink menu for Miracle Coffee shop

Image Source

Sketch a better interface for your toaster oven.

This will help you practice analyzing an existing product and identifying where you can add value in terms of functionality and design. The best part is you can complete this project without leaving your kitchen!

Below is an example by designer Sarah Kerbleski.

Redesign the homepage of your personal site.

You can redesign the homepage of any website, but using your own personal site or a site that you have access to analytics to is ideal. That way, you can practice accumulating and analyzing user research and using those insights to inform your design process.

When HubSpot redesigned its homepage back in 2016, UX Designer Austin Knight analyzed massive amounts of data and discovered three important trends: a significant number of users were moving from the homepage to the pricing page, FAQ page, and the search bar. All of these trends supported the conclusion that the homepage was lacking critical information that was affecting its conversions. You can read more about this redesign in the UXPin case study.

2016 Redesign of HubSpot homepage for UX

Image Source

Redesign a feature in an application that frustrates you.

This can help you practice redesigning some functionality in an existing app, rather than starting from scratch. Product designer Jo Zhouzheng did exactly this for Doordash. Frustrated by the restaurant and menu browsing experience in this popular food delivery app, Zhouzheng redesigned the interface. Here’s a before and after look of the interfaces.

Redesigned menu of India Palace Cuisine on Doordash app for UX project

Image Source

Design an app for checking in at your primary care doctor or specialist.

Designing any health app will be a great exercise in UX. Focusing on the check-in process specifically will help you practice identifying and solving for user pain points. You can focus on an in-person or virtual check-in, like Digital Product Designer Divan Raj did below.

Three interfaces of patient app designed for UX project

Image Source

Create personas for an app you want to design (or redesign).

Creating personas is an important part of the UX design process. You can get some experience by creating personas for a hypothetical app, or an existing one. Maybe you like an app or website, but know the functionality or design could be better. In that case, you could define new personas for that product. Or you could create personas for a product that you’ve thought of.

Daorong Fang, for example, created a prototype of a mobile app for in-person social networking events. To illustrate her key audience and help potential stakeholders sympathize with her target issues (ie. how awkward and time-consuming networking can be), she built two personas. One of them — Techy Sarah — is shown below.

Persona for UX project for social networking app

Image Source

Map out a voter’s journey in a local, state, or federal election office .  

This can help you understand how UX design can contribute to larger phenomena, like low voter turnout, and flex your analytic and critical thinking muscles. By plotting out the path from registration to the point where voters have a ballot in their hands, you’ll uncover regulations, time constraints, a lack of transparency, poor design choices, and other pain points.

Whitney Quesenbery and Dana Chisnell founded The Center for Civic Design with this exact goal in mind: they wanted to understand where people fall off the voter journey, and how to get them back on. Below is one of their Field Guides to Ensuring Voter Intent, which helps local officials create well designed ballots.

Field guide to voter intent is part of UX project for increasing voter turnout

Image Source

These are just a few ideas. For more inspiration, check out websites like Dribble and Awwwards.

UX Design Helps You Grow Better

Whether you’re a graphic designer, blogger, developer, or someone in an entirely different field, UX design can help you and your company grow. A happy end-user is the key to success, and without well-crafted UX design, this would be impossible to achieve.

As technology becomes more ubiquitous in our lives, successful UX design will continue to create seamless transitions between individuals and their devices and apps. UX design has never been more important, making it an exciting time to join the field and consider the benefits for your own business.

Editor's note: This post was originally published in June 2018 and has been updated for comprehensiveness. 


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Saturday, September 19, 2020

The Power of Data Visualization Plus Examples of Good and Bad Visuals

It's no secret that data can be very powerful — when you can actually understand what it's telling you, that is.

It's not easy to get clear takeaways by looking at a slew of numbers and stats. You need to have the data presented in a logical, easy-to-understand way so you can apply your learnings in an effective way.

The human brain processes visual information better than it processes text — so using charts, graphs, and design elements, data visualization can help you explain trends and stats much more easily. But, not all data visualization is created equal. (Just check out "Why Most People’s Charts and Graphs Look Like Crap” to see what I mean.)

In this article, we'll offer you applicable ways to ensure your data visualization is effective, and provide examples for inspiration along the way.

What is data visualization?

Data visualization allows you to organize data in a way that's both compelling and easy to digest.

It's about representing data in a visual context, such as a chart or a map, to help anyone viewing it better understand the significance of that data.

How does data visualization work?

Whereas data shared via text can be confusing (not to mention bland), data represented in a visual format can help people extract meaning from that information more quickly and easily. Data visualization allows you to expose patterns, trends, and correlations that may otherwise go undetected, too.

Static vs. Interactive Data Visualization

Data visualization can be static or interactive. For centuries, people have been using static data visualization like charts and maps. Interactive data visualization is a little bit newer: It lets people drill down into the dirty details of these charts and graphs using their computers and mobile devices, and then interactively change which data they see and how it's processed.

Time Series Visualization

In addition to static and interactive data visualization, you may also hear the term time series visualization. Time series visualization is what it sounds like — visuals that track data, or performance, over a period of time. This is important because a major reason in which people want to focus on data visualization is to show changes in variables over time.

Time Series Data Visualization Examples

There are many ways to use time series data visualization — you'll learn more about these below, but here's a quick list to give you a better understanding of which visuals are considered time series visuals.

  • Line chart
  • Bar chart
  • Area chart
  • Bullet graph

Download a free introduction to data visualization to help you design compelling charts & graphs here.

Data Visualization Best Practices

While determining how you'll visualize your data, one of the first things you'll want to do is keep the following best practices in mind.

  1. Choose the best visual for your data and it's purpose.
  2. Ensure your data is easily understandable and viewable.
  3. Offer necessary context for your audience in and around your visual.
  4. Keep your visual as simple and straightforward as possible.
  5. Educate your audience with your visual.

With these best practices in mind, you may now be wondering how to actually show your data in an effective way. Well, there are a number of options when it comes to data visualization including:

  • Charts
  • Tables
  • Graphs
  • Maps
  • Infographics
  • Dashboards

Within each of these categories are more specific approaches to data visualization. Although the following list of 10 approaches doesn't cover all options, these should help you get started.

1. Line Chart

line chart data visualization Source

Use a line chart to display your data over the course of time to view trends and intervals. You can do this with a single, or multiple, data point(s).

2. Bar Chart

bar chart data visualizationSource

Use a bar chart to compare groups or categories while also displaying clear values.

3. Scatter Chart

scatter plot data visualizationSource

Use a scatter chart to show the values of two different variables as points on a chart.

4. Area Chart

area chart data visualizationSource

Use an area chart in a similar way to how you'd use a line chart. The difference is that the area below the line is filled with color and/ or texture with an area chart. Both area and line charts display the evolution of a value.

5. Map

map data visualizationSource

Use a map to display data that's geographically located and to show the distribution and proportion of data in specific areas.

6. Indicator

indicator data visualizationSource

Use an indicator if you want to display your data with visual like a gauge or ticker which will clearly show which direction things are moving over time.

7. Pivot Table

pivot table data visualizationSource

Use a pivot table to summarize a large amount of information while specifically highlighting the most critical data for audience members.

8. Bullet Graph

bullet graph data visualizationSource

Use a bullet graph or chart in a similar way to how you'd use a bar chart. The main difference is that a bullet graph allows you to include more detailed information and data in a way that doesn't look or feel cluttered.

9. Box Plot

box plot data visualizationSource

Use a box plot to view the distribution of your data — you'll have one box plot for each attribute you're displaying.

10. Matrix

matrix data visualization

Source

Use a matrix to display the relationships between hundreds or thousands of data points, variables, and more to understand their interactions all in one location.

Ready to feel inspired? Let's take a look at some great examples of interactive and static data visualization.

Examples of Data Visualization

Below are 16 examples of data visualization, split into two major sections: interactive and static data visualization.

Examples of Interactive Data Visualization

1. Why Buses Bunch

Here's an example of a complex data set boiled down in a way that looks and feels like a game. In this visualization, Setosa is showing how "bus bunching" happens, i.e. when a bus gets delayed and later causes multiple buses to arrive at a single stop at the same time.

why buses bunch data visualization example

Source

Telling this story in numbers alone would be pretty difficult — instead, they turn it into an interactive game that makes the data easier to understand. While the buses rotate along a route, you can click and hold a button to delay a bus. Then, all you have to do is watch to see how even a short delay causes the buses to bunch together.

2. Languages in the World

This interactive by DensityDesign introduces the non-linguist to the many world languages. All 2,678 of them.

languages in the world data visualization example

Source

This piece allows you to explore common language families, see which languages are most frequently spoken, and view where languages are spoken around the world. This is visual storytelling: taking an in-depth subject and breaking it down in an easy-to-understand way.

3. Percent of U.S. Population by Age Group

This is an example of how to present a single data set in a compelling way. Pew Research created an animated GIF composite to show shifts in population demographics over time. It’s an effective way to tell a larger story in a neat package.

us age pyramid becomes a rectangle data visualization exampleSource

Plus, this type of micro-content is easy to share on social or embed in blogs, extending the content’s reach. (If you want to make a GIF of your own using Photoshop, here's a step-by-step tutorial.)

4. The Complete History of the NFL

In this interactive visualization below, an "Elo rating" — a simple measure of strength based on game-by-game results — has been calculated for every game in the history of the National Football League (NFL).

history of football teams data visualization example

Source

That's over 30,000 ratings in total. Viewers can compare each team's Elo to see how each team performed across decades of play.

5. U.S. Thanksgiving on Google Flights

This visual is powered by Google Trends. It tracked flights as they flew to, from, and across the United States on the day before Thanksgiving.

thanksgiving flights data visualization example

Source

The visualization starts at the very beginning of the day and plays like a movie as time goes on, showing flights moving around the country.

Without showing any numbers beside the time, viewers can see which times were most popular for international flights, domestic flights, and flights to/ from different hubs around the country.

6. What's Really Warming the World?

Ever heard a version of the advice, "Don't simply show the data tell a story with it"? That's exactly what this visualization from Bloomberg Business does — and it's the interactive part that makes the story move along from beginning to end. The visual disproves theories that claim that global warming can be explained by natural causes.

The first thing you'll see is the observed temperature as it's risen from 1880 to present day.

bloomberg climate change data visualization example

Source

As you scroll down, the visualization takes you through exactly how much different factors contribute to global warming in comparison to what's been observed, adding a richer layer of storytelling. The conclusion the authors want viewers to draw is made very clear.

7. A Guide to Who is Fighting Whom in Syria

Relationships among many different groups can be difficult to understand — especially when there are 11 of them, many of which are on the same side as groups they're normally at odds with, and vice versa.

But using a table format and familiar visuals and colors, Slate simplified this data into a simple, digestible, and interactive format.

syrian war relationships data visualization example

Source

Viewers can click on any of the faces for a succinct description of the relationship.

slate relationships graphic zoom data visualization example

Source

8. Most Valuable Sports Franchises

Here's an example of telling a deeper story by adding data.

valuable sports franchises data visualization example

Source

The interactive visual lets users see the number of years each team has competed, as well as number of championships won. This offers a more comprehensive view of each team’s history and success as a franchise.

9. U.S. Wind Map

Here's a visual similar that shows the wind speeds and directions in the U.S. in real-time back in 2015.

united states wind map data visualization example

Source

It's a great example of intuitive design: Speed is represented by lines moving slowly or quickly, and direction is represented by which way the lines are moving. It's immediately clear what the general trends are without any need for numbers unless you click into the map itself. Plus, capping the number of variables at two makes it even easier to follow.

Examples of Static Data Visualization

10) Where News Audiences Fit on the Political Spectrum

This visual shows data organized on a distribution plot — this is an effective visual choice because it allows viewers to see where each media outlet lies on a spectrum.

media polarization data visualization example

Source

On a spectrum, the distance between each media outlet is significant. If these outlets were just listed one after the other in a table, viewers wouldn't be able to see where each one stood in context.

11. The Daily Routines of Famous Creative People

Using information from the book Daily Rituals by Mason Currey, the site showcases the daily schedules of famous creatives broken down by time and activity.

daily routines of creative people data visualization example

Source

Not only is this an example of engaging data (you can explore the schedules by individual activity), it's also an effective editorial piece for a brand.

12. The Year in News

Echelon Insights created this visual to depict the most talked-about news stories of 2014 on Twitter.

What do 184.5 million tweets look like? Rad spin art.

the year in news data visualization example

Source

13. The Depth of the Problem

When you want to illustrate scale, static data visualization can be a great way to make your point. The infographic below from The Washington Post is incredibly long ... and that's on purpose.

In this case, they're showing how crazy far a deep-sea signal from an airplane can be detected by comparing that depth to tall buildings, the maximum depth of known mammals, the depth of the Titanic wreck, and so on.

the depth of the problem data visualization example

Source

It's a great use of simple visuals and color gradients. Finally, adding data to a news story (in this case, the missing Malaysian airliner) provides necessary context.

14. Funding the Final Frontier

While the infographic above is pretty simple, there are ways to create well-designed infographics that deliver a large amount of data. The secret? A simple and clean format that makes it easy for readers to understand the data.

funding the final frontier data visualization example

Source

This infographic, created by GOOD Magazine and Column Five, breaks down NASA’s five-year budget to show how and where the money will be spent. Plus, it has an on-theme design — an all-around win.

15. Caritas Kontaktladen Annual Report

Not all data visualizations need to be animated. When real-world data is visualized with real-life examples, the results can be stunning. The designer of this visual took a unique approach to the data contained in the annual report.

caritas Kontaktladen Annual Report data visualization example

Source

The organization provides support to drug addicts in Austria, so Luttenberger focused on communicating the mission through real-life visuals. For example, this shopping cart visualization represents how much of life’s necessities a welfare recipient can afford each day.

16. Austria Solar Annual Report

While there are many ways to visualize data, using the information subject to actually create the data visualization can be pretty profound.

This annual report from Austria Solar uses actual solar power to bring the company’s data to life through solar-activated inks on the page.

The good examples of data visualization above are great to reference while you develop your approach. However, it's also important we consider the less effective ways to go about data visualization so you know what to avoid — so, let's cover some bad examples next.

Bad Data Visualization Examples

There are many ways in which data visualization can go wrong.

For instance, look at this data visualization example of MLS salaries in 2013. The sheer amount of information on this chart makes it difficult to read.

example of bad data visualizationSource

Additionally, the scale of the variables requires audience members to zoom in significantly to read the data. Some of the boxes that are being used to depict data appear to be vertical while most are horizontal — this also makes the information confusing to read.

When you include a number of completely different variables within a single visual, it also becomes complicated for audience members to understand — the following chart is an example of this.

too many variables data visualization

Source

Something else you'll want to do is make sure you're not making your visual more complicated than it needs to be. For example, this chart has a number of variables that are depicted by 3D bars. This graph doesn't need to be 3D — in fact, it simply makes the information more difficult to understand and view.

bad data visualization example

Source

Lastly, let's review some data visualization tools to help make this process simpler.

Data Visualization Tools

There are a number of data visualization resources available today but the following list is here to help get you started. Don't be afraid to test out a few options to determine which option suits your needs (and data) best.

1. HubSpot

HubSpot offers several options for data visualization, specifically within Reports. You can create graphs and charts in many ways depending on your preference.

There's also a Dashboard and Reporting add-on that can ease the process of data visualization. Lastly, HubSpot allows you to manage your data and dashboards, as well as customize them, in a way that suits your specific needs.

2. Tableau Desktop

Tableau Desktop's data visualization software offers live analytics with interactive dashboards so you're able to easily spot trends, patterns, and insights.

There are easy-to-make maps, indicators, and many more visuals, as well as straightforward analytics which allow you to derive actionable information from calculations, reference lines, and forecasts as a result of your visuals.

3. Chartio

Chartio's data visualization tools offer users 15 types of charts to choose from with multiple variations, and even more options if you know how to use data programming languages.

With Chartio, you can bring all your data together from locations like Amazon Redshift, browse your data with the Visual SQL solution, create and manage customized charts and visuals, and easily share them (via web page, Slack, PDF reports for email, etc.).

4. Databox

Databox provides a number of ways to upload your data and efficiently create visuals to derive conclusions.

There are over 70 integrations that can help you quickly and easily create visuals with pre-built dashboards and reports. You can also create custom metrics. Databox then allows you to connect to Google Sheets or an SQL database, or you can push it via API to view and share your data.

5. Google Chart Tools

Google Chart Tools allow you to visualize live data on your website (and mobile) with the help of a number of interactive, customizable charts and data tools. The most common way to use Google Charts is with simple JavaScript that you embed in your web page. And by using the DataTable class, you can easily switch between chart types.

Grow Better With Data Visualization

With data visualization, you'll be able to identify, discuss, and act on insights in an easier and more effective way. So, look to the examples above for inspiration (and as a reference for what to avoid, too!) and experiment with the many tools available to determine what works best for your needs and goals.

Editor's Note: This post was originally published in March 2015 and has been updated for freshness, accuracy, and comprehensiveness.


The Power of Data Visualization Plus Examples of Good and Bad Visuals was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns