The 8 Best Free Flowchart Templates [+ Examples]

A great business needs a great many things in order to succeed – strong leadership, a competitive advantage, and a unique vision among them. However, one element that could make or break a business is its process (or lack thereof).

A clear, repeatable process has two major hurdles to a successful implementation in a business. Number one is the development of that process, and number two is getting buy-in from stakeholders on that process. That said, the best way to overcome both of these potential roadblocks is to transparently and logically outline a process.

Many businesses use flowcharts to accomplish this task, as flowcharts:

• Visually outline a process roadmap for a full-scope understanding, and…
• Can be easily digested by employees who need to know and follow the process.

To help you create actionable flowcharts for your organization, we’ve listed the eight best flowchart templates for you to download and start using today to create a better process in any area of your business.

Let's dive in.

What is a flowchart?

A flowchart is a visual map to help explain a process for decision making, achieving results, or projecting an outcome. Flowcharts begin at a starting point on the graphic, and as users follow through it, they will choose one of several outcomes or options until reaching the end of the process.

In business, flowcharts might be used for any of the following purposes:

• Team alignment and process
• Email nurturing
• Customer journey mapping
• Customer or employee onboarding
• A/B testing
• QA-ing work
• Career progression
• Customer support

Here are eight templates and examples of flowcharts for business – each one comes with a download link for you to start using that template right on Google Slides.

8 Flowchart Examples for Business

1. Basic Process Flowchart Template

Download this Template

The basic flowchart template is the ideal solution for those just getting started with flowcharts. The template allows its designers to specify a starting point, two potential outcomes, and then the resulting aftermath of those decisions. Due to its limitations, this flowchart template might be best suited for basic processes, like a simple A/B test.

Flowchart Example: Basic Process Flowchart

This template visualizes how a user visiting a company's landing page could convert and become a lead.

Who should use this flowchart?

This flowchart is helpful for those looking to design an A/B test to determine the most way to get the results they're looking for.

What We Like About This Flowchart Template

The basic process flowchart is easy to use and follow and is ideal for documenting straightforward or simple processes.

2. Swim Lane Flowchart Template

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The swim lane flowchart template is for dividing up the steps of a process into different sectors. For your business, these different sectors could be time periods, teams, employees, or work requirements.

Flowchart Example: Swim Lane Flowchart

In the example above, the swimlanes are divided by department to illustrate the process of the customer journey.

Who should use this flowchart?

Swim lane flowcharts are particularly helpful for those who oversee cross-functional processes.

What We Like About This Flowchart Template

This template visualizes the different process steps that take place across multiple organizations.

3. Task Flowchart Template

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A task flowchart template is differentiated by what each shape on the flowchart represents. This format is beneficial when multiple teams’ work is intertwined throughout the process, as individuals can easily discern the tasks for which they are responsible. These responsibilities are noted in a key on the flowchart for a quick reference.

The shapes can also represent different types of action.

Flowchart Example: Landing Page Flowchart

In the example above, the different shapes represent the start of, end of, and actions taken during the process of viewing a landing page. This task flowchart example follows an "if this then that" format, showing the various outcomes that could occur when a potential customer visits a landing page.

Who should use this flowchart?

Project managers looking to keep track of various tasks and their outcomes.

What We Like About This Flowchart Template

The task flowchart visually depicts how various contributions to a product support the end result. Each stakeholder can see how their tasks impact the flow of the project.

4. Complex Flowchart Template

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For a flowchart that doesn’t need gridlines or different shapes, this template is the best solution. It provides the option for multiple endpoints depending on which steps are taken through the process.

Flowchart Example: Hiring Flowchart

The above hiring visual is an example of a complex flowchart that has various events and potential outcomes.

Who should use this flowchart?

Teams looking to manage processes that could have various endpoints or projects that have multiple steps and stakeholders involved.

What We Like About This Flowchart Template

Complex processes can be difficult to keep track of. This flowchart template creates an intuitive visual for multi-step processes.

5. Circular Flowchart Template

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The circular flowchart template changes things up with a different shape, but it also provides a different path structure.

Flowchart Example: Social Media Flowchart

For example, in the image above, the template can be used as a decision-making framework. Here, it’s used to help a social media manager determine which site should be used to post content on.

Who should use this flowchart?

Social media managers, product marketers, and content strategists may find this template suits their needs.

What We Like About This Flowchart Template

This template has a cleaner appearance than some of the more complex templates and may be better for visual learners.

6. Linear Flowchart Template

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A linear flowchart template is a solution for when there’s really only one optimal result, and every step of the process will either lead someone to that outcome or result in the process simply ending.

Flowchart Example: Email Nurturing Flowchart

One example – highlighted above – might be for a nurture stream. In the image, the process ends whether someone signs up for an event or not.

Who should use this flowchart?

Email marketing specialists, sales teams.

What We Like About This Flowchart Template

With one singular goal, this flowchart format has a clear beginning and end.

7. Tree Flowchart Template

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A tree-style flowchart template makes the most sense for situations where there are multiple options and when each option has a clear and distinct next step.

Flowchart Example: Phone Tree Flowchart

This example depicts the various options and next steps a caller can take when contacting a business via telephone.

Who should use this flowchart?

For businesses, this flowchart would be perfect for the support department – which can use this template to map out responses from automated chat support or (as outlined above) a phone tree.

What We Like About This Flowchart Template

Each action has a clear next step and a predetermined outcome.

8. Organizational Flowchart Template

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The final flowchart businesses might want to utilize is an organizational flowchart (or org chart) template.

Flowchart Example: Organizational Flowchart

While not exactly procedural, this visualization helps those within the company quickly understand who reports to whom and who is responsible for what.

Who should use this flowchart?

This template is utilized by the heads of a company and/or a department to outline the chain of command in an area of the business. It can also be used by Human Resources teams to inform team structure and organizational decisions.

What We Like About This Flowchart Template

Users can see how a team is structured at-a-glance, and can quickly determine who they need to go to for their project or to have their questions answered.

Business Flowchart Templates

Business flowchart templates are the fastest and easiest way to build flowcharts. All of the above templates are downloadable by clicking here and are completely customizable when it comes to shape, format, color, and imagery.

Download the templates for free to better illustrate and communicate processes in your company.

The 8 Best Free Flowchart Templates [+ Examples] was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns

A Simple Guide to Lean Process Improvement

There are many businesses out there that operate with a mindset of “Well, that’s how we’ve always done it.” Unfortunately, this type of close-minded thinking can lead to a great deal of waste.

Tasks may be unnecessary to achieve the final goal, processes may be repeated multiple times when one would be sufficient, employees may be wasting time on superfluous responsibilities, and materials may be wasted during manufacturing.

When this occurs within an organization, employee satisfaction decreases so turnover increases, quality suffers so customer satisfaction and retention is decreased, and one look at the books will likely indicate the company is hemorrhaging money.

You might think that this type of operational inefficiency only occurs in large corporations and organizations, however, it’s just as prevalent in small-to-medium-sized businesses and can be seen throughout every department.

Efficiency is the name of the game for successful businesses, and you’re about to learn one of the best ways to turn your business into a lean, mean, money-making machine.

Lean Process Improvement

What is lean process improvement?

Lean process improvement is a concept originally developed by Toyota to decrease the amount of time it took from receiving an order to delivering it. While lean process improvement is often discussed in a production environment, the concept can be applied to service, healthcare, technology, and even government.

Consider a marketing department that has multiple people working on the same project but not communicating. Rather than each handling a specific aspect of the campaign, several people tackle the same task while other activities go unhandled.

It’s not a traditional production environment, however, the team could benefit from creating an easy-to-follow process that looks at the desired end product and finds the simplest route to get there.

The whole idea behind this way of thinking is that when you look at the big picture, you can find ways to eliminate waste, whether that’s financial, physical, time, or employee energy that could be spent elsewhere. This concept may take a while to implement, and that’s okay. It’s not meant to be a short-term solution, but rather a change to the entire mindset and culture of a business.

What are the benefits of lean process improvement?

Businesses that incorporate lean process improvement see a variety of benefits from this shift. These include:

• Less waste
• Less inventory
• Increased productivity
• Better quality
• Happier customers
• Fewer costs
• More profits

It makes perfect sense that when you remove the redundancy, streamline processes, and create less waste, your bottom line will increase. When your customers receive their product faster and with less hassle, you’ll have happier customers who return and recommend you to others. With more customers, your bottom line increases once again.

If you’d like to see this type of improvement in your organization, read on to learn lean process improvement steps.

How do I incorporate lean process improvement into my business?

You guessed it … there’s a process to lean process improvement. There’s actually a series of nine steps you’ll need to implement to create this level of efficiency in your organization. Let’s take a closer look at lean process improvement steps.

1. Review the process you want to improve.

This step is essential because if you don’t know what you need to work on, you won’t know where to focus your efforts. In order to do that, you need to talk to employees on the front line.

The biggest mistake companies make during this process is implementing changes without ever speaking to the people who do the job day in and day out. Interview your frontline workers, and ask them what’s not working well in their daily routine.

2. Identify what improvements need to be made.

Once you’ve identified what needs to be fixed, it’s time to involve your team once again. There’s a very good chance that they already know how to fix the problem and just haven’t been able to implement it because of a “That’s-how-we’ve-always-done-it” mindset.

3. Implement the suggested changes.

How will you put the changes into action? Create a plan so everyone involved understands and buys into the process. This is the best way to ensure organization-wide success.

4. Monitor how the changes are impacting your efficiency.

While it would be great if your first attempt at execution was a success, the reality is that once the process is tested in the field, it will need to be further refined. The only way to do this is through constant monitoring and reevaluating. As new issues appear, you can address them and make the necessary changes.

5. Identify what activities add value.

Throughout these steps, you’ll be assessing every single action and every aspect of your process. During this time, you must evaluate every single activity to determine whether it adds value to your process, or detracts. If an activity is deemed unnecessary, it should be removed and the process tested without it.

6. Limit risk.

Production and often business, in general, is inherently risky. This time should be used to identify any risky activities or aspects that are part of the current process and eliminate or simplify these tasks. This may involve automating an activity or simply changing the way in which it’s executed.

7. Standardize the process.

As you create and refine the process, document your progress thoroughly. This allows the process to be repeated, properly, by other employees or depending on the specific process, by other teams or departments in your organization.

8. Ensure compliance.

While lean process improvement should be a company-wide shift in culture, your industry or governing body may have specific metrics, procedures, and standardized measurements that you must adhere to. Compliance may not be sacrificed in the name of efficiency.

9. Improve the customer experience.

In determining the success of a lean process improvement plan, Marketers consider the customer experience to be “the moment of truth.” Ultimately, whatever improvements you make during production or service must trickle down to positively impact the customer.

Lean Process Improvement Tools

As you embark on this journey, there are a number of tools available to you. These tools can help you organize your thoughts, identify issues, and implement your plan. The following are just some of the tools you can look to for support.

Just like any other tool, the one you choose must be the right one for the current job. If you start out with one and don’t find that it meets your needs, consider trying another.

• Why Analysis: By asking “Why?” repeatedly, you can identify the root cause of the challenges you’re experiencing.
• Ishikawa Diagram: Also known as a “Fishbone diagram” or “cause-and-effect diagram”, it allows you to examine a problem from multiple angles, including measurements, materials, people, methods, machines, and environment.
• Affinity Diagram: This works great in the early stages of lean implementation as it can help sort and organize large amounts of data. Identify the value you bring to the customer and then uncover problems with your existing processes.
• FMEA Analysis (failure mode and effects): Catching issues before they get out of hand can help you eliminate waste and save money. This tool allows you to examine your flow and identify problems early on.
• 5S Dashboard: This approach can help you organize your workspace for maximum efficiency. While the original tool has five S’ based on Japanese terms, many businesses have added a 6th practice. These stand for:
  • Sort
  • Set in order
  • Shine
  • Standardize
  • Sustain
  • Safety
• Plan Do Check Act (PDCA) Cycle: Create continuous improvement by repeatedly analyzing a problem, testing a hypothesis, reviewing, and then analyzing the results, and finally, putting the plan into action once it’s successful.

Lean Process Improvement Techniques

There are a number of approaches that have been created to assist in lean process improvement. Just like the tools, it’s important to find the right technique for your project and your organization. For example:

Six Sigma (DMAIC Model)

With a goal of reducing the variation in processes, Six Sigma works to increase both external and internal customer satisfaction by standardizing workflow. The DMAIC Roadmap stands for:

1. Define
2. Measure
3. Analyze
4. Improve
5. Control

Kanban

These boards allow you to visualize your workflow and use value stream mapping to break down your workflows into stages. Having a visual representation of your workflow, and all the activities that make it up, can assist you in identifying inefficiencies.

Sharing this board with your entire team allows anyone to stop the process when a problem occurs. Now, it becomes everyone’s job to find a solution.

WIP Limits

Within Kanban boards exist a concept known as WIP Limits or “Work in Progress Limits”. Every stage in a Kanban board workflow is represented by a column. WIP limits force you to stay under a maximum number of work items for each stage. This can be per person, per work stage, or for the entire project.

Having these limits in place ensures that current tasks are finished before new ones are started, and helps to complete activities faster.

Final Thoughts on Lean Process Improvement

Now that you understand how important lean process improvement is to a successful, efficient organization, it’s a good time to reiterate that this is an ongoing process. If you attempt to overhaul your entire organization overnight, you will undoubtedly fail and most likely make things worse than when you started.

Identify the biggest sources of inefficiency in your organization and target these first, one at a time, until you’ve created a well-functioning business.

Finally, remember that your most valuable assets are the employees getting their hands dirty every day. Attempting to identify problems and create solutions without getting their input is akin to driving blind when you could simply open your eyes.

A Simple Guide to Lean Process Improvement was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns

How Do Conversion Paths Work? A Step-by-Step Guide

As a marketer, a big part of your job is to convert qualified website visitors into leads. Simple enough.

More specifically, inbound marketing requires you to create remarkable content they'll want to trade their contact information for. From there, those leads turn into opportunities, who turn into customers and even promoters.

Clearly, conversions are a big deal. So how can you optimize yours? By creating conversion paths optimized to most effectively convert your ideal visitors into leads.

While not all conversion paths are identical and depend on the type of business they’re for, they have a few common attributes: a landing page, a call-to-action, a content offer or end point, and a thank you page.

• Landing page: A landing page is a specific page on your website designed to collect a visitor’s contact information in exchange for a resource, like a course, ebook, or other product.
• Call-to-action: A call-to-action is a section on a webpage or advertisement that persuades the visitor to act or do something. These can take the form of buttons prompting website visitors to sign up, subscribe, or buy a product.
• Thank you page: The thank you page shows your visitors that you appreciate them for taking a desired action. For example, a thank you page might appear after a visitor has signed up for a newsletter or filled out a form.
• End point: This may be in the form of a content offer, which is any material or resource given to a visitor in exchange for their contact information, completing the conversion path. These materials could be guides, ebooks, courses or other products. For e-commerce, instead of a content offer, a conversion path may end in a purchase.

In order to convert into a lead, a visitor sees a content offer of interest to them (or product in the case of e-commerce), clicks on the call-to-action button to access that content, and is then taken to a landing page. On that landing page, the visitor can provide their information on a form in exchange for access to the offer itself. Upon submitting that form, the now-lead is taken to a thank you page where they receive the offer.

Voila! Conversion path complete.

By designing and implementing the right conversion paths, you can most effectively move website visitors through the buyer’s journey and help them become customers and promoters.

Conversion Path Example

Let's say you've been lured to the landing page above after searching online for tips for preventing frizzy hair.

You're then prompted by a CTA (pictured below) that invites sign up for their email list in exchange for 10% of their products.

You decide you'd like to try one of their satin-lined caps to fight frizz and take them up on the offer.

A thank you page pops up once you've filled out the form giving instructions on how to access your discount code. Once you get the code from your email, you use it to purchase one of their caps. Ta-da! The conversion path is complete.

What makes a good conversion path?

Well as you might have guessed, you need content, a call-to-action, a landing page, and a thank you page. But with so many conversion paths out there on the internet for your potential customers to explore, it’s more important than ever to create the RIGHT paths — paths that your ideal customers are drawn to and most effectively convert the right visitors into leads.

What are the steps to creating a conversion path?

Let’s explore the key items you need in your inbound toolkit to create effective conversion paths that turn casual visitors into customers.

1. Attract your target audience with context-appropriate content.

Content is the fuel that powers effective inbound strategies—and it’s what you’ll use to convert those website visitors into leads. The good news is that content is everywhere! Content is what your website pages are filled with, what goes into your emails, and what’s hosted on your blog -- your website pages, emails, and blog are just vehicles to deliver that content.

Although content is in no short supply, in order for it to act as your inbound rocket fuel, you need to create the right content. As you can probably guess, the right content is optimized to appeal specifically to your buyer personas. It should focus on the challenges they’re trying to overcome and the goals they're looking to hit. Most of all, it should be relevant and interesting to them.

But here’s the kicker — it’s not enough to just create persona-specific content. That content needs to be relevant to your persona based on where they are in the buyer’s journey.

The buyer’s journey is the active research process your personas go through leading up to making a purchase — and specific content is more relevant to your personas at different stages of that journey. This is where the “context” piece comes in: It’s not enough to just create content for your personas. You have to make sure that content is relevant to what they’re interested in and hoping to learn more about.

Most visitors to your site are still at the very beginning stages of that journey — they might not even know what your product does or how it can help them. All they may know is that they have a problem or there’s an opportunity at hand. So, the content that will most appeal to your personas when they’re first visiting your website and converting a lead will generally be high-level and educational in nature.

In order to be an effective tool in your conversion path toolkit, make sure you have remarkable content tailored to your buyer personas and where they are in the buyer’s journey.

2. Create landing pages that speak to your personas.

After you’ve developed a remarkable content offer that speaks to both who your personas are and where they are in the buyer’s journey, the next step is to leverage that piece of content to convert website visitors into leads. That’s where landing pages come in.

Landing pages are specialized website pages whose sole purpose is to collect visitors’ contact information in exchange for something of value to them. Landing pages contain forms that potential leads must fill out and submit before getting access to your remarkable content offer. And like that offer, great landing pages must also be tailored to both who your personas are and where they are in the buyer’s journey.

In order to most effectively convert website visitors into leads, your landing pages must present the benefits of your offer that are most relevant to the particular problem your persona is experiencing — and discuss the aspects of that problem that are most important to where your persona is in the buyer’s journey.

Imagine, for example, you work at a pet store and have created an ebook on raising a puppy. Someone who’s at the beginning of the buyer’s journey probably won’t be too interested in downloading your ebook if your landing page talks all about how your ebook contains the best techniques for housebreaking. Instead, an effective landing page for this persona might highlight how your ebook discusses how to choose the right dog breed for you.

Great landing pages focus on both who your personas are and where they are in the buyer’s journey.

3. Use attention-grabbing calls-to-action.

While having a remarkable content offer and great landing page are key to creating a successful conversion path, your website visitors need a way to actually access that landing page in the first place. That’s where calls-to-action come in.

Calls-to-action or CTAs, are buttons you can embed throughout your website that advertise your content offers. When a visitor clicks on one of these calls-to-action, they’ll be taken to your landing page. In effect, every call-to-action you have on your website is the beginning of a conversion path.

To create calls-to-action that get those clicks and act as key steps within your conversion paths, you must ensure that the message displayed on your call-to-action aligns with the message on your landing page — and the content itself.

Great calls-to-action should be just that: action-oriented. Since their main objective is to garner clicks and direct people to landing pages, ensure that they’re click-worthy by using actionable language and colors that help them stand out from the rest of your website.

4. Close the deal with optimized thank you pages.

If a call-to-action is the beginning of a conversion path, a thank you page marks its end. Thank you pages are the final item you need in your inbound toolkit to lead your website visitors down a conversion path to become, well, a lead.

Thank you pages are specialized website pages from which your now-leads can download the offer promised by your call-to-action and landing page. They’re also an opportunity to move people further along in the buyer’s journey, by including things like additional calls-to-action that complement the offer you've just provided your lead.

Improving the Mobile Conversion Path Experience

Designing for mobile is no longer optional, it’s a must. According to a 2020 report from Global System for Mobile Communications Association (GSMA, formerly Groupe Spécial Mobile), nearly half the world’s population uses a mobile device to access the internet. By the end of 2019, 3.8 billion people were mobile internet users, an increase of 250 million users from the previous year.

With those numbers in mind, there’s a good chance visitors will access your website from their phone or tablet versus a desktop. If you want to create an effective conversion path, It’s imperative to consider the mobile user experience. Follow these steps to create a mobile conversion path that sets visitors up for success.

• Start with a responsive design: A responsive design adapts to both desktop and mobile devices by rendering the display differently based on screen size. Visitors won’t have to pinch or zoom in while browsing your website via mobile, which leads to a better user experience. Additionally, having a responsive design signals to Google that your site is mobile-friendly, which will help improve your rankings in search results for mobile users.
• Nix cluttered landing pages: When it comes to smaller screens, minimalism is a virtue. Having long-form, relevant content, images and video may translate well on desktop, but can be too busy for mobile devices. Avoid unnecessary text, images, and features that may make it difficult for visitors to find the information they’re looking for. Visitors can’t become leads if they can’t navigate your website. Consider the information most relevant to your audience, and leave out the rest.
• Keep CTAs to a minimum: As noted above, with smaller screens you’ll want to take extra care with how that real estate is allocated. Opt for one (or a few), clear call-to-action button as the main focus that your potential customers can easily find. Keep sign-up forms short, only asking for the information you absolutely need. Avoid burying the call-to-action at the bottom of the page after several paragraphs of text. In most cases, mobile users will not scroll down to the end of the page to see it.

As people become increasingly attached to their phones, taking the mobile user experience into account will improve your chances of converting more leads.

Conversion paths are invaluable in inbound marketing as they convert website visitors into leads. When done right, an effective conversion path can move leads beyond an initial conversion, ultimately turning them into customers.

Editor's note: This post was originally published in May, 2014 and has been updated for comprehensiveness.

How Do Conversion Paths Work? A Step-by-Step Guide was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns

Cumulative Layout Shift: What It Is and How to Measure It

We’ve all had it happen to us: we try to choose an option on a website, and right before we click, the page jumps away and we end up clicking something we didn’t mean to. Doh!

Like a game of “down low, too slow”, this website behavior makes us feel slow and frustrated. Fortunately, website developers are now incentivized to improve their site experience with the release of Google’s Core Web Vitals; a set of metrics that help site owners measure and improve the user experience of their web pages.

Cumulative Layout Shift is one of these key metrics that measures the “jumpiness” of a website and how it unexpectedly moves as elements load. Let’s take a closer look at how this metric works, and how you can make sure your own website is following best practices so you rank higher on search engines and provide your users with a better experience.

What is Cumulative Layout Shift?

Cumulative Layout Shift (or CLS) is a measure of how much a webpage unexpectedly shifts during its life. For example, if a website visitor loaded a page and, while they were reading it, a banner loads and the page jumps down, that would constitute a large CLS score.

Along with Largest Contentful Paint (the amount of time it takes to load the largest piece of content) and First Input Delay (how long it takes for a page to be interactive or “clickable”), CLS is part of Google’s Core Web Vitals. Google’s web crawlers measure CLS on each page they index.

What causes Cumulative Layout Shift?

Page shifts happen when content loads at different speeds and causes the layout to change and alters what the viewer is looking at. Advertisements loading slowly, videos of unknown size suddenly appearing, or DOM elements being dynamically added are all potential causes of CLS.

The example below shows what happens when an ad banner is loaded after the rest of the webpage loads. The content is pushed down, and the user experience is negatively impacted.

Source

It can be difficult to know if your users are experiencing CLS, because not every device or environment operates in the same way. If you’re loading your website in a development environment you may have elements cached or they may be loading locally. Personalized web content based on cookies will behave differently for every visitor, especially depending on their location. Plus, mobile users can have a very different experience - a small shift on a web browser may be monumental to someone viewing the site on a small screen. Really the only way to understand your users’ experience is to measure CLS, which we’ll go over below.

Why is CLS important?

Understanding CLS is critical for two reasons: your visitors’ experience and your search engine ranking.

Your visitors have high expectations when it comes to your site’s performance. In 2020, 93% of people reported leaving a website because it didn’t load properly.

Jumpy websites that load in pieces or with unexpected behavior will cause your visitors to find another website to browse. And if they do stick around, a high CLS score is likely to cause usability problems like choosing the wrong option, checking out too early, or missing parts of your website altogether.

This problem is only exacerbated by the large number of internet users who are browsing on their smartphones. When viewing your site on a small screen, any jumps and layout shifts on the website are certain to have a big impact on mobile user experience.

Optimizing your site and reducing your cumulative layout shift is essential to providing customers with a good experience.

Secondly, Google ranks sites based on their page performance. A better user experience results in a higher search ranking. If your page doesn’t meet the standards that Google lays out in their Core Web Vitals guidelines, your site will be penalized.

Google doesn’t want to direct people to sites that don’t perform well. Aligning with CLS best practices can help your website move up the rankings. And since 68% of online experiences start with a search, making sure your site shows up on the search results page is important to generating inbound traffic.

How do you measure Cumulative Layout Shift?

The good news is that you don’t have to measure CLS yourself because Google makes it really easy to analyze your page performance with their PageSpeed Insights tool, or in the Chrome browser using Lighthouse Tools.

To analyze performance in PageSpeed Insights:

1. Enter a website URL into Google's PageSpeed Insights tool.
2. Click 'Analyze.'
3. Check your performance. You can review both mobile and desktop performance, which you can switch between using the top left corner navigation.

The page analyzed below shows a good cumulative layout shift score of 0.001.

To analyze performance using Lighthouse tools:

1. Open up the website you want to analyze in Chrome.
2. Navigate to Developer Tools by clicking the three dots in the top right corner of the browser window, choosing “More Tools” and then “Developer Tools.”
3. When the console opens, choose “Lighthouse” from the options along the top.
4. Click “Generate Report.”

The page below shows a CLS of 0.109, or “needs improvement.”

Lighthouse provides a detailed audit of what contributed to that score. To review the audit, scroll down and choose “Show audits relevant to CLS.”

More About Impact Fraction and Distance Fraction

Two terms you might see when researching CLS are "impact fraction" and "distance fraction." These are the two variables that Google uses to calculate CLS.

layout shift score = impact fraction x distance fraction

Impact fraction relates to the size of the unstable element in comparison to the viewport. Distance fraction is the amount the unstable element moves as a ratio of the viewport.

So a high CLS would consist of a large element moving a long distance. A small CLS would be the result of a small element moving only a small distance.

CLS is the largest “burst” or group of layout shift scores that occur during a session window. Essentially, if a bunch of shifts happen within a five-second window, this would be considered disruptive and result in a large CLS score.

What is a good CLS score?

A good cumulative layout score is anything less than 0.1. The reports from PageInsights or Lighthouse tools will automatically flag any poor scores, as well as provide advice on how to optimize the page for better performance.

Source

How To Improve Cumulative Layout Shift

There are a few best practices that website owners can follow to improve their CLS score:

1. Use a CMS (content management system).

Especially one that integrates with Google Lighthouse or other diagnostic tools. This will make sure that you’re designing with best practices in mind, and flag any issues before you launch your site.

2. Specify size attributes for images and videos.

Rather than letting them set their own height and width, dictate size attributes for your media. By setting these attributes, you’re telling the browser how much space to set aside, even if the image isn’t loaded yet.

3. Understand how ads can influence your layout.

Google Publisher Tag offers extensive guidance about how to reserve space for ads.

Load new content below the viewport. Loading content above what the user is viewing will often cause a page to shift.

4. Use transitions and animation to provide context around page changes.

For example, a “Read more” link that scrolls the user down the page would not impact CLS because it’s an expected layout shift.

A Note On Expected Vs Unexpected Layout Shift

CLS only takes into account unexpected changes. If the layout changes because of a user-initiated action, there is no impact on CLS. This is a helpful tool to use when you don’t need to load everything all at once. Instead, offer users the opportunity to choose which elements they want to view through “read more” links or “expand topic” accordions within your page.

Offer A Better User Experience With CLS Optimization

Paying attention to CLS not only provides a better user experience, but it also boosts your search result rankings. It’s a win-win.

To meet Google’s standards for CLS, start by using a diagnostic tool to measure your website’s current performance. Take into account the basic guidelines outlined above, and keep layout shifts top of mind when designing your website, especially around transitions and content additions. With these few simple considerations, you’ll see better results across the board.

Cumulative Layout Shift: What It Is and How to Measure It was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns

How to Create an Email Newsletter [Checklist]

Creating an email newsletter is one of the most effective ways to provide value to your customers, drive them to buy more products, and encourage them to keep engaging with your brand. Overall, newsletters are a staple in any high-performing email marketing strategy.

If you want to make sure you won't miss any steps when making a newsletter, keep reading. We’ve pulled together a comprehensive checklist for anyone looking to send an email newsletter.

How to Create an Email Newsletter

When starting an email newsletter, you're juggling a lot of balls in the air at once.

You have to worry about proofreading the copy, creating compelling calls-to-action, designing the email to work for multiple inboxes and devices, avoiding any spam triggers, and brainstorming clickable subject lines — all while staying within the confines of email law (yes, there is such a thing).

Oh, and if you mess up any part of your email, there's no undoing it once you send it to your subscribers.

If you're sending newsletters, bookmark the following steps in your browser, or print it out and hang it up next to you. You don't want to miss out on these crucial steps.

Ready to get started? Here are the steps you should take to create the best email newsletter for your business or personal goals.

Step 1: Choose an email newsletter tool.

First things first: Choose an email newsletter tool that fits your budget, goals, and technical skills.

HubSpot offers one of the best email marketing tools you can use to send optimized, well-designed newsletters. It’s part of Marketing Hub, which is marketing automation software for small-to-enterprise businesses. The email newsletter tool is easy to learn to use — there’s virtually no learning curve, especially if you have experience using drag-and-drop page editors on a content management system.

Even if you’ve never touched a drag-and-drop editor before, HubSpot’s email marketing tool is intuitive to learn. And you can start for free. We highly recommend starting to build your newsletter using HubSpot’s free tool, and to illustrate, we’ll include screenshots as we progress from step to step.

Step 2: Figure out your newsletter's goal.

Learn the types of newsletters you can send in our free email newsletter guide.

Before you start drafting a single word, make sure you're fully aware of the newsletter's goal and how it fits into your larger content strategy. (Have one in place? Skip to the next section.)

Is your newsletter supposed to drive more traffic to your blog? Help you generate leads? Get more email contacts? Send traffic to your website? Or promote new products and services? Figure out your goal and let the rest of your decisions flow from it.

You should also note some key performance indicators for each of these goals. Keep in mind that your KPIs should go beyond "how many people opened it." Instead, it should be more closely tied to your overall business goals. Your email's open rate can give you an indication of the newsletter's performance, but it shouldn't be the only number you care about each month. Here are some email marketing metrics to consider.

Step 3: Choose a template and gather your content.

Once you have a goal for your newsletter, it’s time to choose a template and find content for it. I'd recommend looking into pre-made templates if you're not familiar with designing emails — it can save you a lot of heartache down the road. If you're using HubSpot, you'll have access to pre-made templates in the email tool.

Depending on how early you set your newsletter's goal and how often you plan on sending this newsletter, you could be able to actively or passively find content in the time between two email sends. Active means you're going on the hunt for content that'll solve a specific goal. Passive means that you'll randomly stumble on it when browsing for other content, but realize it could fit in nicely.

When I put together newsletters, I tended to do a lot of active searching ... but I could've saved myself a lot of time if I were passive. Since I knew a newsletter needed to be sent each month, bookmarking links throughout the month would've been a great timesaver. Instead, I usually spent several hours clicking the "Back" button on my blog, hunting for content.

However you like to gather content is up to you, but great places to look for content are your company's blog, social media accounts, lead-generation offers, internal newsletters, and training documents.

Featured Resource: Email Newsletter Lookbook

Need inspiration on what content to include in your newsletter? HubSpot's Email Newsletter Lookbook highlights some of the best email newsletters across industries to help your email newsletter planning.

Step 4: Personalize your template.

A template is a great starting point, but now it’s time to personalize it. Using a template will give you an idea of how your newsletter will look before writing copy. That way, you'll know exactly how much space you have to promote a piece of content — there are a few things more frustrating than trying to squeeze copy into too tight a space.

Your template doesn't have to be flashy or anything. Even newsletters with minimal text and color formatting will look great. The design just needs to make it easy for your recipients to read, scan, and click elements of the email. This means it should be mobile-friendly, too. According to data from Litmus, 41.6% of people open their email on a mobile device — around 25% higher than email opens on desktop.

In Marketing Hub, you can begin adjusting your template by clicking into elements and editing the specifications on the left-hand panel. If you want to get some inspiration for great email newsletter design, check out this post.

Step 5: Set your email newsletter size.

Unfortunately, email newsletters don't size themselves when you send them to subscribers. But because everyone opens their email on their device and email service of choice, how are you supposed to know what size or resolution they should be?

Most providers will default your email newsletter size to 600px wide, with email body padding another 30px wide on all sides. And when this happens, the content inside your newsletter might not survive the adjustment. Therefore, it's important to ensure your newsletter design fits inside that universal 600px width.

What about height? Ultimately, your email can be as high (or, rather, as long) as you want it to be without the email client distorting its design. However, people are much less likely to click through to your website if the email goes on forever — and email clients with sensitive spam filters might take notice as well. As a general rule, try not to make your email recipients scroll for more than a second before reaching the end of it.

Step 6: Add in your body content.

Next up: filling in the template with words and pictures. This will be the meat of your email newsletter, so spend time perfecting it. Most people keep the copy short and sweet to encourage click-throughs, though some notable newsletter take the opposite approach. This post can help you with email newsletter copy if you need it. Be sure to add in some images if they can help support your copy.

Don't forget to edit your email thoroughly — maybe even send it on to one of your teammates for a once-over. Remember, once you send the thing, you can't fix those embarrassing typos like you can with web content.

Step 7: Add in personalization tokens and smart content.

The best email newsletters I get feel like they've been written personally for me — like a friend actually took the time to put together a newsletter with things only I would like. I open them, I click on them, I share them ... pretty much every time.

If you want your newsletters to feel that personal, you should do three things:

• Segment your emails and choose content that only that group of people will love.
• Add in personalization tokens. If your marketing software supports personalization, this is a really easy thing to implement that could have big results for your conversion rates. That being said, only add in a few personalization tokens — you don't want to creep out your email recipients. In Marketing Hub, you can add personalization tokens by clicking “Personalize” in the top navigation bar.
• Also add in smart content. This is content that shows one thing to one part of your audience and one thing to another. An example would be a smart CTA — your leads would see a CTA for talking to your sales reps and your customers would see one about getting tickets to a customer-only event. Neither audience would want to see the other audience's CTA, so smart content will show only the right CTA to the right person.

Step 8: Choose your subject line and sender name.

Your audience may like different things, but we've found that having a sender name from a real person increased opens and click-throughs. Try running an A/B test to see if it works for you, too. Whatever you choose, make sure it's something recognizable so recipients aren't confused as to why they're receiving your email.

Subject lines are a little trickier. Lots of things can help you put together a click-worthy subject line, including brevity and an immediately actionable value proposition. That being said, some really great marketing emails have been sent with the subject "Not Cool, Guys." Use the subject line best practices as a jumping-off point, then run your own A/B tests to see what your audience loves.

Step 9: Support your newsletter content with alt text and plain text.

At this point, you'll have the email pretty much ready to go. While going through the steps above, I'm guessing you forgot two absolutely crucial things (I know I forget them almost every time I make an email): the alt text and plain text.

Alt text is the text that appears when a picture isn't loaded. Since not all email providers load images properly, you have to make sure the alt text is there so your recipients know what they're looking at. If you're including a CTA that's an image, your conversion rates will definitely suffer without alt text.

Some email clients also won't display HTML properly, which is why you need to make sure your emails look great in plain text. Make sure the links are easy to click and that it's clear what the email is about without the photos.

Step 10: Make sure you're legally compliant.

Before you hit "Send," be sure that your emails are all good from a legal perspective. The two biggest laws you need to worry about? CAN-SPAM and GDPR.

• CAN-SPAM requires that you have a footer in your email with your address and an easy way to unsubscribe from your emails if they don't want to receive them anymore.
• GDPR is a similar but more comprehensive privacy law that requires (among other things) that email marketers only send newsletters to those people who have manually opted in to receive them. In other words, wherever on your website you collect email subscribers, you cannot automatically check the "opt-in" box for them if these recipients live in Europe. They must deliberately check this box themselves.

Step 11: Test different browsers and email providers.

Email providers don't all read email code the same way — what looks fine on Gmail in Chrome might look terrible in Outlook, for example. So you need to test out emails in the most popular browsers and email providers.

If you have HubSpot, you can test emails for different providers in the tool. If you don't, create fake email accounts on different providers’ websites and test everything manually.

Step 12: Send your email.

The moment of truth! Having made sure all your email recipients have subscribed to receive this email, and your email has all the branding and legal compliance it's worthy of, it's time to click send. Then, wait for the data to roll in.

Step 13: Analyze and iterate.

Fast-forward a few days: The data's in. How did your newsletter do? What do you do next?

Check to see how your email newsletter performed on the goals you set back in step one. See which parts of your email got the most clicks, and which parts of the newsletter contributed most to your goal. If you have closed-loop analytics, measuring this all will be pretty easy.

Once you have that data, you have a direction to go in for your next email newsletter send. Whether your next send is in a day, a week, a month, or a quarter, you'll have insights to make the next newsletter even better.

Start Creating Your Email Newsletter

Email newsletters are a critical part of any scalable email marketing strategy. With the steps above, you’ll be sure to create a winning email newsletter that will help you convert more leads and grow your business.

Editor's note: This post was originally published in March 2014 and has been updated for comprehensiveness.

How to Create an Email Newsletter [Checklist] was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns