September 9, 2019 Form
Pre-fill where at all possible. If a person has already filled in a form for your organisation they will be frustrated if they have to fill in the same information again. It is difficult for organisations to get their systems to pre-fill known information but when pre-filling is achieved, customers really feel valued.
Provide examples and guidance and notes at the point of need. Have you ever got half-way through a form and suddenly come to a question that asks you about something you do not understand or have no idea about where to find the answer?
Progressive revealing, when implemented well, progressive revealing gives interactive forms a head start over traditional paper forms. When asked a particular question in a form it may be the case that, depending a users response, they are asked a set of specific sub-questions, or alternatively routed to the next appropriate section of the form.
Provide examples of the sorts of answers you are looking for, and where appropriate, provide guidance notes as near as possible to the question they relate to (i.e. in the actual form).
Use appropriate response mechanisms. Paper forms have the disadvantage that users can miss, or simply disregard, an instruction. For example, only tick/check one box from a list of 15 or 20 options.
It is similarly annoying to them when it is a long free text box, making the customer question whether they are answering correctly and sufficiently. Providing response boxes that reflect the anticipated answer length and format reassures people that they are filling them in correctly.