September 10, 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.
Its even more infuriating if the question says something like. See our Guidance notes, page 6, paragraph 2. When filling in your forms people want the information they need there and then. Put yourself in the form users position and think about which questions they might have a problem with.
Customise response boxes to reflect required answers and reduce completion errors. If asking for a persons date of birth, it makes sense to provide a box with the exact number of required digits and an example or guidance note to explain the format that the date should be entered in (DD/MM/YYYY).
A light shade of a colour, like blue, across the whole background of a form relieves the eye from the harshness of a stark white background. And if the answer spaces people have to fill in are white, the tinted background both cues them in to where they write, and allows them to visually sense how much they have to fill in.
Also make sure that you make good use of features like running headers and footers on every page to remind people what the form is, where they are, and what page number they are on.
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?
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