Tag: Flowchart

6 Hacks for Creating a Flowchart
for Exceptional UX.

6 Hacks for Creating a Flowchart for Exceptional UX

If there’s one challenge every business faces, apart from customer acquisition, it’s creating user experiences (UX) that lead to purchases and customer retention. While there are many strategies you can use to achieve that, one of the most important is a simple two-word concept.

Flowchart.

Whether it’s a website or app, it takes good flowchart to create an exceptional UX. A UX that will keep users fulfilling the goal of your website (or app) and even coming back for more.

What is Flowchart?

In it’s simplest form, flowchart is a visualization of the journey a website or app user will have to take to complete a certain action. 

Flowchart example

A flowchart breaks the journey down into simple steps, allowing the design team to better reduce any friction the user may encounter at each step by creating the most efficient route to the finish line.

5 Effective Hacks to Creating a Good Flowchart.

Now that you understand what flowchart is and its importance, let’s quickly look at 5 hacks to creating a flowchart that results in exceptional UX.

1. Answer the Right Questions.

One of the first steps in designing an effective flowchart is to answer the right questions – questions that will help you create the perfect journey for users. Typical examples of questions you can ask include (but are not limited to):

  • What is the end goal?
  • How is the user supposed to accomplish it?
  • What elements can you include to give them the confidence to see the journey through?
  • What barriers need to be eliminated to reduce friction?

Answering these questions correctly will help you lay a perfect foundation for your flowchart. It will also help you discover unique approaches that you can take to differentiate yourself.

2. Understand All Your Entry Points. 

An entry point simply means the “doorway” to your website. Examples include:

  • Landing pages
  • Social media posts
  • Email
  • Search results on Google

Understanding these entry points is critical to designing a great flowchart. This is because each entry point essentially means starting the buyer journey from a different level. As such, in order to create fluid flowchart, you will have to understand every entry point and how to ensure that each user transitions into the customer journey smoothly.  

Another reason to consider entry points is that some users may be first-time visitors while others are recurring customers. You’ll have to create personalized journeys for each group to ensure that they have a smooth flowchart. Understanding the various entry points will help you do just that.

3. Create User Personas.

A user persona is simply a representation of the different types of users who use your platform. Understanding each persona that visits your website or app is crucial to understand what they are looking for and how they want to achieve it. This knowledge will help you understand the elements in your design that your users will find necessary and those that are redundant.

User Personas Example

While creating flowcharts for multiple personas may seem like a daunting task, it’s actually easy with our User Flow Tool. Creating flowcharts for each different persona will greatly improve your UX and, ultimately, increase conversions.

4. Minimize the Steps Users Have to Take.

No matter how beautiful your website design is or how irresistible your product may be, a flowchart with unnecessarily too many steps will discourage some users. This is why, when designing your flowchart, try as much as possible to keep the number of steps to a bare minimum.

Every step a customer has to take requires more effort, thereby increasing friction.

Two simple tips for cutting down the amount of work a user needs to do before reaching the finish line are:

  • Only ask for the most important information
  • Auto-populate as many fields as you possibly can

Reducing the number of steps required will ensure that users remain engaged throughout the process.

5. Incorporate Visual Feedback.

When people navigate through your system, one thing they’ll always look for is feedback. Each step on their journey must be accompanied by a visual (or audio for the visually impaired) response. Good examples of feedback that improves UX include:

  • Pop-ups. Affirm a user’s actions and encourage them to take the next step by using popups. These also work well in letting users know that their input has been recorded.
  • Progress bars. By letting users know how much they have progressed on their journey (and how much of the journey is left) is a great way to keep users engaged. It also encourages them to complete all the steps as they know exactly where they are on the journey.

Feedback is crucial to flowchart as it helps encourage users to take the next step. Without feedback, users may hesitate (this is a form of friction), repeat the same action (leading to frustration) or drop off altogether due to uncertainty.

6. Don’t Ignore Heuristics.

Heuristics simply means the rule of thumbs in designing a user-friendly system. While it is tempting to be innovative and break the norm, sticking to flowchart and usability best practices is the surest way to provide users with an exceptional UX. A few heuristic factors to keep in mind as you design your flowchart include:

  • Error prevention. Eliminate error-prone conditions or provide users with a confirmation option before they go ahead with such a step.
  • Easy user control. Users need to feel in control all the time. And when they make a mistake, make it easy for them to go back to the previous step.
  • Consistency. Never use the same word or visual elements to mean 2 different things. The use of any one element should be consistent throughout.
  • Keep designs simple. A simple design or UI is the best gift you can give your users. This is because it will save them the time they’d otherwise spend trying to figure your system out.

When it comes to UX, you don’t need to reinvent the wheel. Stick to the best practices and you’re bound to make life easier for your users – thereby eliminating friction.

Bonus Flowchart Hacks for Exceptional UX.

Creating a flowchart that results in an exceptional UX takes a lot of strategic planning and combining of different elements.

  • Label all interactive elements clearly. UI elements such as links and buttons should be clearly labeled is such a way that users will know exactly what will happen when they interact with them.
  • Test your flowchart. Before launching, make sure everything flows smoothly by rigorously testing your flowchart. This will help save you and your users from some nasty surprises.
  • Keep users focused. Eliminate all distractions and unnecessary elements in your UI. Only use elements that will help the user achieve their goal and give them a great experience while doing so.

Giving users an experience to remember is critical in this day and age – after all, you’re not their only option. Because of this, do everything it takes to design an exceptional flowcharts that will help you nail your UX.

Creating Effective Flowcharts – The Key for Creating an Exceptional UX

With the competition to attract and retain customers becoming fiercer by the day, you have to pull all the stops to ensure your system succeeds in its purpose. To do that, you have to nail your flowchart as it determines the experience users will have. And as you well know, in today’s world UX is everything. Give users a great experience and you can bank on them being hooked. 

Author Bio:

Shahid Abbasi is a growth marketer and CRO specialist at Cruzine. He helps individuals and agencies in digital transformation by improving their products’ user experience, bringing them traffic, sales, and revenue growth. He blogs about SEO and content marketing and marketing on Marketer Search. Connect with him on Twitter @ShahidAbbasy.

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User Flow based on Flowchart. Principles and tools

User Flow based on Flowchart. Principles and tools

Contents:

General specification of User Flow Diagram.

1.1. What is User Flow?
1.2. Flowchart, application in practice.
1.3. User Flow Diagram designing principles.
1.4. The diversity of User Flow Diagram usage.

Analysis of tools on a practical case.

2.1. Description of the case
2.2. Defining comparison criteria
2.3. Step-by-step tool comparison

What is User Flow?

User Flow is basically a version of a classic Flowchart that is adapted for modern tasks of any UX – specialist. The most popular definition of Flowchart is as follows:
A flowchart is the graphical or pictorial representation of an algorithm in the form of blocks (graphic symbols) that are interconnected with the help of transition lines (communicators), each of which corresponds to one step of the algorithm. For the convenience of reading the Flowchart, there is a description of the corresponding action inside the block or next to it.

Flowchart, application in practice

Flowcharts are applied in different fields of activity. For example, they are used in programming and process documentation for more than a decade. Like other diagrams, Flowcharts are used to visualize the processes in order to find out their non-obvious features and hidden flaws.

User Flow Diagram designing principles

Currently there are no particular set of rules regulating the work with the User Flow Diagram. However, the Diagram inherits key features of the Flowchart. Because of this, there is an unwritten rule in a professional environment – to use the principles of classic Flowchart designing when creating User Flow Diagrams. Flowchart, in its classic sense, is widely used nowadays, and the decades of diagram usage make it easy and understandable for everyone. Therefore, it is the one of the easiest ways to present your idea to a Client or developer.
The key principles of using the most popular Flowchart elements are given in the following table:

flowchart definition

The diversity of User Flow Diagram usage

Each new product begins with its conceptualization. Following this logic, the User Flow Diagram is the way to understand the product through the eyes of the user.
Despite the fact that User Flow is a tool the actions of which are not limited to the first stages of design-thinking, the User Flow methodology should be implemented in the project as soon as possible. Such advice is due to a rational desire to reduce development costs by identifying errors during design process. However, if for some reason the Diagram was not made at the very beginning, it still needs to be constructed. The diversity of User Flow allows you to implement the methodology at any stage of product development. No matter which stage of development you are at – the User Flow Diagram is still the easiest and cheapest way to identify errors in your project.

Description of the case

In this section we will compare the performance of several tools that are used to design User Flow. But before we begin, you need to examine the case that will be used for comparison.

The diagram shows a scenario where the entry point is “the user who heard about the application from his friend, who has motivated him to install it”. As the diagram shows, he had downloaded a mobile application to his device and completed the registration, and then made the first purchase in an online store and arranged a delivery. Because of the diagram, we can easily trace and analyze the entire user route, evaluate the conditions the user is faced with and plan user’s decisions, in order to bring him to the final goal as quick and easy as possible, providing a good UX.

Defining comparison criteria

I used the diagram reviewed above to compare between four tools that are used to design the User Flow – FlowMapp, Whimsical, Miro and Lucidchart. From my point of view, the complexity of the considered diagram is optimal for the comparison, since the potential of its designing requires the UX-specialist to implement the User Flow. You can see the final outcome of each tool on the corresponding links: FlowMapp, Whimsical, Miro, Lucidchart.
The following comparison criteria were defined:
Dashboard, Workflow and Pricing. The criteria were not chosen randomly, each of them may be decisive in the matter of subscription. Dashboard is the foundation of convenient management of a large number of projects, and the basis of clear service navigation. Workflow should be thought out by the developers and provide a convenient model of user-service interaction. Pricing is the most ambiguous criterion, and we will do our best to choose the best service for each particular situation.

Top flowchart tools comparison

Dashboard

The logic of dashboard organization dashboards in the reviewed services can be divided into two types. Lucidchart and Whimsical display all the previously created diagrams in one window and provide an opportunity to create a new one by selecting its type in the top panel.

Whimsical dashboard
Lucidchart dashboard
Lucidchart dashboard

FlowMapp and Miro use a different model of organizing the diagrams you have created. The diagrams here are distributed by “Projects” in FlowMapp and “Board” in Miro.

Miro dashboard
Flowmapp dashboard
Flowmapp dashboard

It should be noted that it is also possible to group the created diagrams in Whimsical, further distributing them into groups, which is not possible in Lucidchart. Taking into account the fact that one Flowchart is often not enough within a project, the Lucidchart’s dashboard interface looks unreasoned, overloaded and may complicate the navigation process within long-term and extensive projects. Distribution by projects in FlowMapp, Miro and Whimsical, on the other hand, makes navigation quick and easy.

Workflow

Considering the workflow of a particular tool, it should be taken into account that many users are looking for a service to create a Flowchart as an alternative to Sketch or Figma, where it is difficult to edit a large diagram or there is no possibility to work as a team. If you ever tried to create a Flowchart in one of these tools, you must have noticed that these very popular graphic editors are not suitable for such a task. Most of the functionality of the above mentioned graphic editors is useless, and the format of free transformation of objects on artboard increases the amount of work, forcing you to concentrate on trivial things like lines alignment, elements dragging and form editing. Using Sketch or Figma, we are faced with the same problems when we also want to edit a diagram, which we have to do quite often.

Miro

This is a good tool that can help you solve a lot of problems, but, unfortunately, is not suitable for professional work with Flowchart. The main problem of Miro is the logic on which the UX tool is built. Miro is a “whiteboard” which has several templates, including Flowchart, on the basis of which the User Flow can be created. The whiteboard principle in its essence does not provide an alternative to overloaded graphics editors like Sketch and Figma, forcing the user to face the same problems like resizing, elements positioning. It causes endless cleaning up processes, contributes to procrastination, and takes a lot of time. Also, a large number of templates and functions may scare a new user, despite the generally modern UI.

Miro workflow
Miro workflow

Whimsical

This is a simplified RTB – just as much as needed. Despite the fact that Whimsical adopts the main disadvantage of RTB – the principle of constructing a diagram on the “whiteboard” basis, it is pleasant to see how they make a good product. Whimsical’s well-turned decision is that they disposed of all the useless functionality that the RTB is filled with, leaving only the essential functions. Useful functionality, hotkeys, and, without a doubt, a good UI make this tool suitable for professional usage. One of the drawbacks is the poor logic of connectors binding and their weak customization.

Whimsical workflow
Whimsical workflow

Lucidchart

Among the tools reviewed by this article, this one is the oldest. Having a huge experience, Lucidchart undoubtedly had the opportunity to make a good product, but, unfortunately, they did not take advantage of this opportunity. Lucidchart is hard to work with. It is very slow; the interface is overloaded in the best traditions of mid-2000s Microsoft Office suite. Among other things, there are no basic tools; even the element transformation tool is missing. And of course, as with all the services that are built on the basis of a “whiteboard” it is inconvenient to unite connectors, the customization is poor and there is also the lack of connecting elements. Lucidchart is unable to compete with non-professional tools like RTB, nor with the graphic editors mentioned earlier.

Lucidchart workflow
Lucidchart workflow

FlowMapp

The logic of FlowMapp operation is fundamentally different from all the tools analyzed above. Unlike other tools, FlowMapp has a number of restrictions. These restrictions are designed to help you focus on your creative work. On FlowMapp, elements and lines are automatically drawn and connected in the right places of the grid, providing you with a flawlessly clean scheme. FlowMapp has a very simple, effective and intuitive interface that provides the user with all the necessary information. The creation of elements does not force you to do anything unnecessary, due to the automatic positioning of blocks on the grid. If you hover the cursor over any empty space, you are immediately prompted to create a new element that you can easily move around the grid or transform. You can also customize connectors and linking elements with ease.

FlowMapp workflow
FlowMapp workflow

Pricing

Before you subscribe to one of the tools, it is vital to estimate the amount of work that needs to be done. If you need a Diagram in order to structure your idea, and plan to use it as some sort of alternative to Mind map, then you can use any service from this list. In this case, each service provides a Free-account that will allow you to create at least one project for free. Keep in mind, that Lucidchart has a limit on the number of elements created inside the Diagram.
If you need to create a full-fledged User Flow and you plan to continue working on it as a team or if you have to show it to the Client, and most importantly, if you want to transform it and approve edits, you should definitely look towards FlowMapp and Whimsical. The minimum subscription price for Whimsical is $12. Once purchased, you will be able to create Flowchart, Wireframe, Stickynotes, and Mind map. In the case of FlowMapp – only $12,75 for a Pro account. It is the minimum entry threshold that will provide you with a professional tool, the functions of which are not limited to Diagram creation. The FlowMapp will help you create a visual Sitemap, each page of which will have a chat, structure and description of the page. There is also the ability to attach files and links. All this combined allows you to structure communication with your team and the Client by context, as well as store the source code of the project in one place, eliminating the need to pay for a Dropbox or any other cloud storage.
The minimum subscription price for one people on team for Miro is 10$. A Lucidchart Pro account will cost you $11.95 per month.

In conclusion

Apparently, every good product started with the right approach to its design. Flowchart is a tool that had passed the test of time. The experience of using this tool for decade proves its effectiveness in designing new products and upgrading already existing ones. As seen from this article, there are a lot of modern tools that allow you to create Diagrams and work on them as a team. The usage of web-based tools that are meant to create a User Flow significantly reduces the amount of time spent on the Diagram creation; it also allows you to detect and eliminate possible errors in the process of design, and ultimately it helps to reduce the costs when it comes to product development and elaboration.

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