Archive for August, 2011

From Monitor To Mobile: Optimizing Email Newsletters With CSS

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 in From Monitor To Mobile: Optimizing Email Newsletters With CSS  in From Monitor To Mobile: Optimizing Email Newsletters With CSS  in From Monitor To Mobile: Optimizing Email Newsletters With CSS

HTML email has a reputation for being a particularly tough design medium. So tough, in fact, that many designers regard coding and testing even the simplest email design to be almost as bad as fixing display quirks in Internet Explorer 6, and only slightly better than a tooth extraction. So, it’s with much courage that I tell you today about using CSS in email newsletters: what works, where it’s going and what you should do next.

After reading this article, you will hopefully come away with a few ideas on how to start coding email designs with improved readability and usability when viewed in Web, mobile and email desktop clients alike. Also included are a variety of resources to get you on the right path with using CSS in email.

Then again, the shaky state of email standards today may convince you that plain-text email is the way to go. The choice is yours.

CSS In HTML Email: The Good, The Bad And The Mobile-Ready

If you’re about to embark on your first HTML email coding job, then you probably come from a Web background and are keen to flex a little CSS3 muscle, get a little JavaScript action happening, drop those shadows…

Not so fast. As any old hat to the email game can tell you, what works on the Web and what works in email are about as far apart as Sydney and Stockholm. For the most part, this is because pretty much every email client has its own way of doing things; while there are perhaps half a dozen browsers to test against when coding a Web page, there are literally dozens of email clients, many of which feature radically different CSS implementations.

But before you give up hope, here’s some advice to get you through the night:

  • A lot of CSS properties (such as font, color and border) work fine across many of the most popular email clients. Once you know which ones they are, you can tailor your designs accordingly.
  • When a CSS property doesn’t work so well, there are often workarounds (such as using cellpadding in tables instead of padding).
  • When workarounds don’t exist, focus on graceful degradation.
  • Your design will never look exactly the same across all email clients, no matter how you use CSS. Once you (and your clients) make peace with this, I guarantee you will sleep better at night.
  • Keep it simple. The less complicated your design and layout, the less likely something will go wrong. Favor table layouts over divs, and make sure your message is readable (which means text, not images).

At this point, you may be saying to yourself, “Well, this all just sounds too hard.� So, perhaps I should remind you how beautiful an HTML email can look, with just a sprinkling of CSS:

Abc-widgets-news-530 in From Monitor To Mobile: Optimizing Email Newsletters With CSS

For a more realistic view of what this design will look like in the inbox, here’s the same email in Gmail and Outlook 2007. Both are notoriously tricky email clients to work with:

Css-gmail in From Monitor To Mobile: Optimizing Email Newsletters With CSS

Css-outlook in From Monitor To Mobile: Optimizing Email Newsletters With CSS

See? Ain’t so bad after all. But what’s more exciting is how you can use CSS to adapt an HTML email for optimal display on mobile devices. Here’s the same newsletter as viewed on the iPhone:

Abc-widgets-iphone in From Monitor To Mobile: Optimizing Email Newsletters With CSSAbc-widgets-iphone-images-view in From Monitor To Mobile: Optimizing Email Newsletters With CSS

For comparison, let’s look at the same email newsletter without mobile-specific CSS:

Abc-widgets-iphone-no-query in From Monitor To Mobile: Optimizing Email Newsletters With CSSAbc-widgets-iphone-images-wo-css in From Monitor To Mobile: Optimizing Email Newsletters With CSS

The change might seem subtle, but applying a mobile-specific style sheet has improved the readability of the email considerably. It has also allowed us to remove a lot of visual clutter (like the “Widget August 2011 Newsletter� text) that would have taken up valuable real estate on a small screen.

So, we’ve gone from an email layout that requires a lot of pinching and zooming, to one that can be easily read with a linear scrolling motion, using CSS alone. We’ll look at how you can apply similar improvements to your email campaigns in a moment. But first, let’s start with some of the fundamentals of using CSS in your HTML email designs.

The State Of CSS Support In Email Today

When I mentioned that a lot of CSS properties out there work fine in many email clients, I wasn’t trying to be vague. Thankfully, the research into what works and what doesn’t has already been done. You need only skim this guide to CSS support in email clients to see what properties are within and off limits. Or just know that most of your CSS rendering troubles will come from Outlook 2010, Lotus Notes and Gmail, due to their refusal to do anything useful with CSS style sheets.

These issues are nothing new. Indeed, the battle for market share between email clients that play nice with CSS versus those that don’t has been pitched for years now. But progress is being made. Looking at the data from over 3 billion emails sent, we found that mobile email clients have gained ground dramatically with the growth of mobile professionals. In fact, one in five emails are now opened on a mobile device. Here is how desktop, Web and mobile email clients have fared comparatively over the last two years:

Email-client-growth in From Monitor To Mobile: Optimizing Email Newsletters With CSS
Desktop, Web and mobile email client market share, 2009 to 2011.

Mobile’s ascent is great news for email designers everywhere for one reason: roughly 75% of mobile email is read on an iOS device. iOS devices use the Webkit rendering engine, which means they can display really nice-looking HTML emails.

Our friends at Panic (the creators of such popular Mac titles as Coda and Transmit) were well aware of this when they got started on their email announcements. As purveyors of Mac software, they can pretty much always count on their emails being read in Webkit-powered email clients like Apple Mail and the iPhone. As a result, they’ve been able to pull a lot of CSS3 trickery out of the toolbox, including border-radius and text-shadow:

Announcement-new in From Monitor To Mobile: Optimizing Email Newsletters With CSS

But what really impressed me was their use of CSS3 animation. Check out the mesmerizing glowing button effect in this video:

To sate your curiosity, here’s the code they used to achieve this effect:

-webkit-animation-name: 'glow';
-webkit-animation-duration: .7s;
-webkit-animation-iteration-count: infinite;
-webkit-animation-direction: alternate;
-webkit-animation-timing-function: ease-in-out;

And you thought HTML email was a boring medium? Well, to temper things a bit, CSS3 still has very limited support beyond a handful of Webkit-powered email clients, so use it with discretion. But with that in mind, let’s look at Panic’s newsletter again, this time on the iPhone. For comparison, here it is both with and without a @media query (which calls the mobile style sheet):

Panic-iphone-comparison in From Monitor To Mobile: Optimizing Email Newsletters With CSS

Let’s now look at how you can optimize your email newsletters for small displays as well.

Inside An HTML Email Builder’s Toolkit

Before we go charging in and dropping @media queries by the dozen, let’s make sure we have the tools for the job. We’ll need the following:

  • An email marketing service like MailChimp or CampaignMonitor to send HTML email campaigns (you can’t do this from desktop or Web email clients like Gmail — sorry);
  • Code editing software, such as Coda or Dreamweaver;
  • A mobile device to test on (like an iPhone or Google Nexus);
  • A variety of Web and desktop email accounts to test, either set up individually or automated via a service such as Litmus;
  • An intermediate-level understanding of HTML and CSS;
  • A lot of patience.

In addition, you’ll need a way to move your CSS inline, for the benefit of clients like Gmail, which strip out the head section of HTML email code. Many email marketing apps can do this automatically when you import your campaign, but if yours doesn’t, then you can use a service like Premailer or MailChimp’s Automatic CSS Inliner Tool for the job. Note that Premailer currently strips out @media queries, so you’ll have to paste them back in prior to testing your design.

Now that you’re armed and dangerous, let’s launch into the theory and code behind mobile email design.

Using CSS To Optimize Your Email For Mobile Devices

If you’ve created mobile style sheets for the Web or have read into responsive design, then you probably know a bit about @media queries. If not, then here’s the skinny: they allow you to provide targeted CSS style sheets that are triggered when a device’s capabilities match specific criteria. For example, you could use a media query to specify that a couple of lines of CSS be applied exclusively to devices with a display width of up to 480 pixels, in order to make your website or email easier to read on these screens.

The following is a snippet of code from the earlier newsletter, telling mobile email clients and browsers to scale down the width of the email layout to 300/325 pixels wide, so that it fits comfortably on displays that are no wider than 480 pixels (i.e. the width of an iPhone in landscape mode):

@media only screen and (max-device-width: 480px) {
   …
   table[class=table], td[class=cell] { width: 300px !important; }
   table[class=promotable], td[class=promocell] { width: 325px !important; }
   …
}

Note how we’re using attribute selectors here. This is to prevent Yahoo! Mail Beta from accidentally calling this style sheet.

One thing to note at this point is that, while you can shrink the dimensions of a design (or hide bits, as we’ll do later) using an @media query, the user will still be downloading all of the content. Adding mobile-specific styles shouldn’t be confused with providing a slimmer or faster-loading version of your content. Mobile-specific styles just make the content easier to read.

The great news is that mobile email clients such as iOS Mail and Android’s default mail client follow @media queries to the letter. So, for example, you could pop one into a style sheet in the head of your HTML email code to transform the design into an easily readable, mobile-friendly layout like the one pictured above. You can also do things like shrink the dimensions of images, and use display: none to hide visual elements that don’t work on small screens. We’ll be using the latter CSS property in the tutorial below to make a lot of email content fit into a very small space.

Using Progressive Disclosure To Shrink Content On Mobile Devices

Now that you have the fundamentals of developing mobile-friendly email designs down pat, let’s learn about an advanced mobile email design technique called progressive disclosure. This involves hiding content behind an interactive element, such as a button or link, and then displaying it on click (or tap). In the context of mobile email, the content might be paragraphs of text that require a lot of scrolling — which, you may know from personal experience, is hard to do. Here is an email design with multiple articles:

Apple-mail in From Monitor To Mobile: Optimizing Email Newsletters With CSS

The problem here is that even if the email design is optimized for mobile, only the first article will be visible without scrolling. So, if you want your readers to know that there are two or more articles, you could apply progressive disclosure. After all, the mobile version of Wikipedia uses it, and a lot of mobile apps use it, so why not apply it to email?

First, here’s a shot of what we’re going to achieve on mobile devices:

Iphone-show-hide in From Monitor To Mobile: Optimizing Email Newsletters With CSS

Notice how the articles are shown and hidden using a toggle button? To achieve this, let’s walk through some fairly straightforward code. First, there’s the code for the individual articles:

<td>
   <h4><a href="http://yourdomain.com" class="link">First heading</a></strong></h4>
   <a href="#" class="mobilehide">Hide</a> <a href="#" class="mobileshow">Show</a>
   <div class="article">
      <p class="bodytext">
         <img src="kitten.jpg" style="float: left;" >Pellentesque habitant morbi…
      </p>
      <a href="http://yourdomain.com">Read more…</a>
   </div>
</td>

Take note of the classes mobilehide, mobileshow and article. These will be handling most of the action.

Then, in a regular CSS style sheet (i.e. one not enclosed by a @media query), we’ll use display: none to hide our show/hide button in desktop and Web email clients. Here’s the code snippet for that:

a.mobileshow, .mobilehide {
display: none;
color: #fff;
}

Yes, so we’ve had to “white them out� for the benefit of Gmail and Android Gmail, which don’t support display: none. Thankfully, the buttons are unresponsive in those clients.

Finally, onto the mobile-specific CSS in the @media query, which I’m sure you’ve been waiting for. Here, we’ll style the show/hide buttons and handle the swapping of states when the show/hide button is tapped:

@media only screen and (max-device-width: 480px) {
   …
    a[class="mobileshow"], a[class="mobilehide"] {
      display: block !important;
      color: #fff !important;
      background-color: #aaa;
      border-radius: 20px;
      -webkit-border-radius: 20px;
      -moz-border-radius: 20px;
      padding: 0 8px;
      text-decoration: none;
      font-weight: bold;
      font-family: "Helvetica Neue", Helvetica, sans-serif;
      font-size: 11px;
      position: absolute;
      top: 25px;
      right: 10px;
      text-align: center;
      width: 40px;
   }
   div[class="article"] {
      display: none;
   }
   a.mobileshow:hover {
      visibility: hidden;
   }
   .mobileshow:hover + .article {
      display: inline !important;
   }
   …
}

With this added to your HTML email code, you should be able to toggle the display of articles in your email design by tapping the show/hide button, like so:

Iphone-show-anim in From Monitor To Mobile: Optimizing Email Newsletters With CSS

Despite the imperfections in this implementation of progressive disclosure, we’ve found that this technique works like a charm in iPhone Mail and Android Mail. In mobile clients that don’t play so nice with CSS and @media queries (i.e. Android Gmail, BlackBerry and Windows Mobile 7), the text will display, but the show/hide button conveniently does not. For more detailed information on using progressive disclosure, CampaignMonitor’s article “Optimizing HTML Email for Mobile Using Progressive Disclosure� is well worth a read.

Well, that’s enough information on mobile email design to elevate you to black-belt status. For a more hands-on look at mobile email design, I highly recommend the tutorial, “Make Your HTML Email 5× More Mobile-Friendly.â€� And read “Mobile Email Design in Practiceâ€� to get started downloading a mobile-optimized template.

What’s Next For HTML Email Designers?

So, while CSS-unfriendly desktop clients and Web email clients like Gmail will always be here to rain on our parade, the good news is that the rise of mobile email has meant that we may soon be at liberty to create more Web-like email experiences. It has also meant that optimizing your newsletters for handheld and touch displays has gone from being a “nice thing to have� to a given. This doesn’t just affect email newsletters at the code level, but it also changes the way we display design elements. For example, in the following two mobile designs, which do you think is the more effective call-to-action (CTA) button?

Touch6 in From Monitor To Mobile: Optimizing Email Newsletters With CSS

Or consider the CTA in the following mobile-friendly email. If it’s not visible “above the fold,� as they say, then will it be seen at all? Or worse, will recipients end up accidentally tapping the toolbar instead?

Touch4 in From Monitor To Mobile: Optimizing Email Newsletters With CSS

If designers aren’t asking these questions, they sure will be soon. You need only visit Style Campaign’s blog (which provided the examples above) to grasp the importance of solid mobile design.

Here are a few other important things to consider when designing adaptive layouts:

  • Single-column layouts that are no wider than 500 to 600 pixels work best on mobile devices. They’re easier to read, and if they fall apart, they’ll do so more gracefully.
  • Links and buttons should have a minimum target area of 44 × 44 pixels, as per Apple guidelines. Nothing sucks more than clouds of tiny links on touchscreen devices.
  • The minimum font size displayed on iPhones is 13 pixels. Keep this in mind when styling text, because anything smaller will be upscaled and could break your layout. Alternatively, you could override this behavior in your style sheet.
  • More than ever, keep your message concise, and place all important design elements in the upper portion of the email, if possible. Scrolling for miles is much harder on a touchscreen than with a mouse.

Now it’s your turn to design wicked HTML email newsletters that, with a dash of CSS, look just as effective on the small screen as they do in your Web browser or desktop inbox. I have no doubt that your readers will appreciate the effort.

Resources To Help You Make The Most Of CSS In Email

With funky CSS support and coding practices from circa 1994, designing HTML emails might seem like rocket science. Thankfully, quite a bit of solid documentation exists on effective HTML email design, so below is my recommended reading list if you want to take your newsletters to the next level.

Getting Started With HTML Email

HTML and CSS in Email Clients

Mobile Email Design

Email Design Inspiration and Templates

(al)


© Ros Hodgekiss for Smashing Magazine, 2011.


40+ High Quality Free Icon Sets in PSD Format


  

It goes without saying that high-quality PSD files are some of the most precious resources for a designer. This is the reason why even the most skilled and experienced designers are constantly on the look out for new PSD files to add to their toolboxes so they are armed and ready for whatever their next client or project has to throw at them.

The fact that PSD files can easily be edited and modified as per your own needs and requirements makes them the preferred choice of the designers for getting their work done efficiently and swiftly. In this roundup, we are showcasing a collection of over 40 high quality icon sets that are available in PSD formats so that you can edit them at your ease. Enjoy the resources.

The Goods

All psd icon sets are free. Please read the license agreements carefully before using the psd’s for commercial use, the license can change from time to time.

Free Google Plus Icons Set
Google Plus Icons, set of free 13 different social icons (almost every style is included). Each icon of G+ from this set is available in different px size. Source PSD files are grouped and layered, so you can easily copy and paste icon design elements and create custom icons.

Screenshot

Key icon PSD
A beautiful icon of a key in PSD and PNG formats.

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Yes, no icons (PSD)
The icons are created in Photoshop using shape layers to help you have no problem in resizing them. Also, these icons are isolated on transparent backgrounds in PNG format in sizes 512×512, 256×256, 128×128, 64×64 and 32×32.

Screenshot

Twitter bird PSD icon
The icon is designed in Photoshop using vector shape layers so this means that you can easily increase the size without losing the quality. The Twitter birdie is also isolated on transparent background in sizes 512×512, 256×256, 128×128 and 64×64 pixels for use in your web works.

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3D Glossy Icon Set: 20 Free Icons (with PSD)
This set features beautiful, pixel perfect, glossy 3D icons. Each icon comes in 5 sizes (PNG format), with Photoshop PSD files in case you would like to tweak the icons.

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Clean mono icons (vector PSD)
A set of 12 monochromatic icons in vector shape PSD format. These icons come in both normal and hover states, and each icon is isolated on a transparent background in size 32×32 pixels for use in your web design needs.

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Flavours Icon Set
This set contains 177 icons in a resolution of 48×48 pixels. The files are available in both PNG and PSD versions, so you can modify the files as you wish.

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Help icon (PSD lifebuoy)
This is a realistic life preserver icon in Photoshop format. The icon comes with full source layers along with PNG images on transparent backgrounds in sizes 512, 256, 128 and 64 pixels.

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Mango fruit PSD icon
The mango icon is a highly detailed design created with vector shape layers in PSD format. Each part of the mango graphic is isolated on a transparent PNG background as icon so you can easily use it in your web project needs.

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No-Smoking sign PSD & icons
This icon comes as transparent PNG files categorized as no-smoking sign with cigarette, without cigarette and the cigarette isolated on sizes 512×512, 256x256x, 128×128 and 64×64 pixels.

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Movie clapperboard PSD & icons
These two icons come in fully separate layered PSD files along with their icons on transparent backgrounds in sizes 512×512, 256×256, 128×128 pixels which is useful for your web related projects.

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Email icon PSD
These email icons (both the open and closed envelopes) come in fully layered PSD files and you can easily increase and decrease the size of the icons as they are created using vectors.

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Facebook icon PSD
This set contains a simple, beautiful facebook icon complete with PSD.

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Free Icons (with PSDs): 30 E-Commerce Icons
These icons come in 3 different sizes (128×128, 64×64, 48×48) along with a fully-editable and layered Photoshop PSD file for each icon.

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Simplito: A free social icon set
The icons are provided as JPGs, PNGs and as a master PSD file for easy alterations.

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Business user icon
This is a pretty wonderful business user icon in PSD and PNG format. You can use the icon for web applications, websites, forums, avatars, admin account, etc.

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18 vector web icons
Beautiful web icon set in vector PSD and PNG formats. The set contains 18 excellent highly usable icons for your web works.

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gCons: Free All-Purpose Icons for Designers and Developers
A set of free all-purpose 32×32px icons for designers and web developers (100 icons). The icons come in 12 different colors and are available in PSD, PNG, JPG and GIF formats.

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The Ultimate Free Web Designer’s Icon Set
The set consists of web application icons, user interface icons, e-commerce icons, general use icons, desktop icons, blog icons, smiley icons, button icons, keyboard icons, national flags icons, popular online services icons and many others.

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StormTrooper Icon
This set contains various sizes of this geek-chic Storm Trooper icon PSD for Star Wars fans.

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Android Icon
This set contains some outstanding Android icons.

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Free Social Media Icon Set
This package includes 42 64×64 icons in both PNG and PSD formats.

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Kaching – Exclusive Free eCommerce Icons
The icons are available as PNGs (48×48 and 400×400) and also include the source files in PSD and Illustrator format so that you can customize it however you like.

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Mini Social Icon Set
This set includes 25 Layered social media Icons in PNG JPG & PSD Format.

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Setway Icon Set
This set contains 36 icons in JPG, PNG & PSD Format.

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Modern compass icon (PSD)
Blue compass web icon. Stylized and modern looking graphic in PSD format. Edit with Photoshop to customize pointing direction.

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Modern office telephone icon
A modern looking office telephone isolated on white. Perfect for a website contact or support page graphic in PSD format.

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iPhone style – Mail icon
This set contains beautiful iPhone style mail icon PSDs.

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Silver computer database icon
A silver, computer database graphic in PSD format. A simple icon for web hosting services, corporate servers, data symbol etc.

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Excellent settings icon
This set contains an amazing set of settings icons with PSD files. The icon, created with care to pixel perfection, comes ready for scalability.

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iVista Icon PSDs
This set contains 8 beautiful selected iVista PSDs.

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OpenPhone
This set contains some really outstanding iPhone style PSD icons.

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Computer processor, CPU icon (PSD)
Modern computer chip, CPU icon. A very detailed and photo realistic illustration in PSD format. Isolated on white, no shadow, with clipping path.

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iKons 4 CS4
This set contains some stylish Adobe CS4 icons with PSD files.

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Magnifa Pro
A beautiful magnification glass icon with PSD file. Perfect for use it as a dock icon or for any of your search icon needs.

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PSD Avatar Icon Set
The set contains five avatars which could be used as icons as well. The icons are available in PSD format.

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Radar screen icon (PSD)
Hi-tech, blue radar screen with target indicators in PSD format. If you would like to change the backlight color, play with the hue/saturation layer.

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PLATE dock icons
This set contains 22 PNG icons (512 x 512 px) + PSD template.

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Free simple icon
This set contains some beautiful and simple icons including PSD and PNG files.

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Ish
This pack contains 9 icons, PSD and PNG format, 256 x 256 pixels.

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Second free PSD icon pack
This set contains some simple and varied icons complete with PSD file.

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iPhone 4G Black Icon and Psd
This is a sleek and stylish looking black iPhone 4G icon and PSD.

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Sleek Volume Icon
For your sound/volume icon needs, this sharp, stylized set is the perfect fit.

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Shopping bag icons
This is an excellent and very useful download to help you in your shopping / ecommerce related graphic needs, available in 3 color variations: green, brown and red. Each graphic is contained in a named folder with full layers for easy customization. Also, all the graphics are scaled down to 256x256px and 128x128px in PNG format to serve as transparent icons.

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(rb)


Breaking The Rules: A UX Case Study

Advertisement in Breaking The Rules: A UX Case Study
 in Breaking The Rules: A UX Case Study  in Breaking The Rules: A UX Case Study  in Breaking The Rules: A UX Case Study

I read a lot of design articles about best practices for improving the flow of sign-up forms. Most of these articles offer great advice, such as minimizing the number of steps, asking for as little information up front as possible, and providing clear feedback on the status of the user’s data.

If you’re creating a sign-up form, you could do worse than to follow all of these guidelines. On the other hand, you could do a lot better.

Design guidelines aren’t one size fits all. Sometimes you can improve a process by breaking a few rules. The trick is knowing which rules to break for a particular project.

Recently, I did a project for Outright, a product aimed at simplifying accounting and tax preparation for small businesses. The product automates accounting tasks for sole proprietors and online product sellers so that they don’t have to do things like categorize receipts and generate profit and loss reports.

To get the most value out of the product, new users have to hook up one or more of their own accounts, so that their business finances can be automated.

The Original Design Rules

When first designing its user set-up process, Outright followed some very reasonable design rules:

  • It kept the process to one page in order to reduce the number of steps users had to go through.
  • It allowed new users to easily quit the set-up process, so that they could explore the interface before committing.
  • It provided constant feedback about the status of each account as it was being updated.

Then we did a redesign, broke every single one of those rules and decreased the cancellation rate by 20%.

Why did breaking those rules help in this particular case? Let’s look at them one at a time.

Rule #1: Reduce The Number Of Screens In The Set-Up Process

This rule is normally great, because requiring a lot of unnecessary clicks just slows the user down as they try to sign up for your product. But in some cases, combining too many different concepts onto one screen can complicate things.

In the old version of the application, the user saw only one search box, in which they could enter the name of a bank, a credit card or one of several e-commerce partners, such as eBay.

Old Step 1-cropped1 in Breaking The Rules: A UX Case Study
Putting everything on one screen can be overwhelming.

During the preliminary user research, we found that this was a little overwhelming for new users. It made them wonder which piece of information they should add first. There was occasionally a rather dramatic pause as they tried to process what was being asked of them.

By breaking the process down into three explicit steps, we freed users from having to decide which information to input at any point. This made the whole process seem much simpler, because users always knew what was expected of them.

Step 2-cropped in Breaking The Rules: A UX Case Study
Keeping each screen focused reduced confusion.

Of course, we have not required users to input something at every step. They can skip ahead if, for example, they don’t have a business credit card. But still, the only decision they ever have to make is whether to enter the requested information.

When to break rule #1: Adding steps can simplify the experience, if it makes each individual step very clear.

Rule #2: Allow Users To Test Drive Before Making Them Submit Data

For many products, allowing users to play around before entering any information is a great tactic.

Think of Yelp. I must have read hundreds of reviews before getting around to reviewing anything myself. The same goes for online shopping; I’ll often visit a website several times before making a purchase.

But other products don’t make much sense without personalized content. Social networks, for example, are significantly more useful once you connect with friends on them.

This is certainly true with Outright. The experience for users who plug into a financial data source is so much better than for users who don’t. Letting people test drive the product before importing their account information simply doesn’t make sense. Users won’t understand the value of the product until they see and manipulate their own data.

When to break rule #2: While letting people explore before committing can be useful for some types of products, assess whether your product can be fully understood without personalized content.

Rule #3: Always Provide Feedback On Status

Don’t you hate it when you’re trying to import or export data and you don’t get any feedback on how long it will take or whether any errors have occurred? Everyone does. That’s why Outright kept users informed as their data was being imported.

Old Final Cropped1 in Breaking The Rules: A UX Case Study
Providing too much feedback caused confusion.

The problem was, when users imported data from more than one account, the status messages started cluttering up the screen. This distracted them from adding more accounts.

Now, instead of showing constant feedback about the status of each data import, we simply let users know that they have successfully connected to their data source and then move them on. If there are errors, we provide a place at the end of the process for the user to recover.

Success in Breaking The Rules: A UX Case Study
Giving just enough feedback helps users move on.

When to break rule #3: Feedback is often good, but too much can overwhelm users, especially if it distracts them from moving on to the next task. If the user can’t do anything with the feedback or if moving on is more important, consider not giving constant status updates.

Rules That We Did Follow

Of course, we didn’t break every rule. Rules exist for a reason. We followed a lot of best practices, with great results. For example:

  • We made sure to have a single, clear, primary call to action for each screen, so that users always know what they’re supposed to do.
  • We kept each screen focused on a single task.
  • We made sure that users always know which step of the process they’re on and how many more they have left to go.

I’d love to be able to say that breaking certain rules and following certain others will improve the sign-up flow of your product, but design isn’t like that. You need to figure out which rules apply to your product and users. And once you’ve figured that out, don’t be afraid to break a few of the ones that don’t apply, just to see if that makes things better.

Cover image credit: Ferrell McCollough
(al)


© Laura Klein for Smashing Magazine, 2011.


Breaking The Rules: A UX Case Study

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 in Breaking The Rules: A UX Case Study  in Breaking The Rules: A UX Case Study  in Breaking The Rules: A UX Case Study

I read a lot of design articles about best practices for improving the flow of sign-up forms. Most of these articles offer great advice, such as minimizing the number of steps, asking for as little information up front as possible, and providing clear feedback on the status of the user’s data.

If you’re creating a sign-up form, you could do worse than to follow all of these guidelines. On the other hand, you could do a lot better.

Design guidelines aren’t one size fits all. Sometimes you can improve a process by breaking a few rules. The trick is knowing which rules to break for a particular project.

Recently, I did a project for Outright, a product aimed at simplifying accounting and tax preparation for small businesses. The product automates accounting tasks for sole proprietors and online product sellers so that they don’t have to do things like categorize receipts and generate profit and loss reports.

To get the most value out of the product, new users have to hook up one or more of their own accounts, so that their business finances can be automated.

The Original Design Rules

When first designing its user set-up process, Outright followed some very reasonable design rules:

  • It kept the process to one page in order to reduce the number of steps users had to go through.
  • It allowed new users to easily quit the set-up process, so that they could explore the interface before committing.
  • It provided constant feedback about the status of each account as it was being updated.

Then we did a redesign, broke every single one of those rules and decreased the cancellation rate by 20%.

Why did breaking those rules help in this particular case? Let’s look at them one at a time.

Rule #1: Reduce The Number Of Screens In The Set-Up Process

This rule is normally great, because requiring a lot of unnecessary clicks just slows the user down as they try to sign up for your product. But in some cases, combining too many different concepts onto one screen can complicate things.

In the old version of the application, the user saw only one search box, in which they could enter the name of a bank, a credit card or one of several e-commerce partners, such as eBay.

Old Step 1-cropped1 in Breaking The Rules: A UX Case Study
Putting everything on one screen can be overwhelming.

During the preliminary user research, we found that this was a little overwhelming for new users. It made them wonder which piece of information they should add first. There was occasionally a rather dramatic pause as they tried to process what was being asked of them.

By breaking the process down into three explicit steps, we freed users from having to decide which information to input at any point. This made the whole process seem much simpler, because users always knew what was expected of them.

Step 2-cropped in Breaking The Rules: A UX Case Study
Keeping each screen focused reduced confusion.

Of course, we have not required users to input something at every step. They can skip ahead if, for example, they don’t have a business credit card. But still, the only decision they ever have to make is whether to enter the requested information.

When to break rule #1: Adding steps can simplify the experience, if it makes each individual step very clear.

Rule #2: Allow Users To Test Drive Before Making Them Submit Data

For many products, allowing users to play around before entering any information is a great tactic.

Think of Yelp. I must have read hundreds of reviews before getting around to reviewing anything myself. The same goes for online shopping; I’ll often visit a website several times before making a purchase.

But other products don’t make much sense without personalized content. Social networks, for example, are significantly more useful once you connect with friends on them.

This is certainly true with Outright. The experience for users who plug into a financial data source is so much better than for users who don’t. Letting people test drive the product before importing their account information simply doesn’t make sense. Users won’t understand the value of the product until they see and manipulate their own data.

When to break rule #2: While letting people explore before committing can be useful for some types of products, assess whether your product can be fully understood without personalized content.

Rule #3: Always Provide Feedback On Status

Don’t you hate it when you’re trying to import or export data and you don’t get any feedback on how long it will take or whether any errors have occurred? Everyone does. That’s why Outright kept users informed as their data was being imported.

Old Final Cropped1 in Breaking The Rules: A UX Case Study
Providing too much feedback caused confusion.

The problem was, when users imported data from more than one account, the status messages started cluttering up the screen. This distracted them from adding more accounts.

Now, instead of showing constant feedback about the status of each data import, we simply let users know that they have successfully connected to their data source and then move them on. If there are errors, we provide a place at the end of the process for the user to recover.

Success in Breaking The Rules: A UX Case Study
Giving just enough feedback helps users move on.

When to break rule #3: Feedback is often good, but too much can overwhelm users, especially if it distracts them from moving on to the next task. If the user can’t do anything with the feedback or if moving on is more important, consider not giving constant status updates.

Rules That We Did Follow

Of course, we didn’t break every rule. Rules exist for a reason. We followed a lot of best practices, with great results. For example:

  • We made sure to have a single, clear, primary call to action for each screen, so that users always know what they’re supposed to do.
  • We kept each screen focused on a single task.
  • We made sure that users always know which step of the process they’re on and how many more they have left to go.

I’d love to be able to say that breaking certain rules and following certain others will improve the sign-up flow of your product, but design isn’t like that. You need to figure out which rules apply to your product and users. And once you’ve figured that out, don’t be afraid to break a few of the ones that don’t apply, just to see if that makes things better.

Cover image credit: Ferrell McCollough
(al)


© Laura Klein for Smashing Magazine, 2011.


How To Spend Less Time With Social Media


  

With Google+ hitting the scene, many in the design and development communities have had their productivity schedules thrown up in the air. This latest development in the social media networking waters has caused many to once more, begin losing themselves and their time to that old familiar interloper. So we have had requests from readers, on ways that we can spend less time with social media and actually get some work done.

This tends to happen with any major development in the social media fields. Suddenly, that finely tuned balance many of us worked to strike for the sake of our professional productivity has to be reworked so we do not fall behind the trends that steer the conversations in the community, or on our responsibilities at work. Some of us have yet to find that balance, and now have a new wrench in the equation to cope with and consider.

Below are some tips that we hope will help out in this respect. There are several suggestions that can keep us on track beyond downright avoidance. And given that most of us rely on social media in one way or another for some aspect of our business lives, we have to make time for this tool.

Rigid Scheduling

One of the most obvious turns that helps with this is to adopt a strict schedule for when to visit these networks, and more importantly, when to unplug and stay away from them. This can be tricky, especially when we consider how effective we need our social media exploits to be, the optimal times for being on to interact with those we follow, and all the other considerations that end up figuring into this equation.

Once you consider these factors, you may find that there are days you can possibly avoid any kind of serious social media engagements altogether. Days where you simply check in and skim the surface. Naturally, it would take some work to get there, but it may be vital to keep this necessary evil from taking over our days. The most important factor to the scheduling though, is keeping to it. Not letting time get away from us, causing us to spend more time than we intended there.

Make it About Interacting

One way to help cut down on the time you end up wasting via the various social media circuits is to strictly make it about the networking. It can be easy to lose sight sometimes that these networks are not about the gaming or anything else that turns meaningful business building time into a time suck. We need to make sure that our time is well spent, and to do so, we have to focus on the interactions. Often the promotion of our content takes precedence, but the two are not mutually exclusive.

The great thing about these platforms is the way that they lend themselves as instigators of discussions. There is so much that we can accomplish for our fields, our businesses, and ourselves through sharing and engaging with our followers and colleagues. So we cannot just write off the benefits of using these platforms effectively to enhance our overall experience in our respective fields by communicating and connecting with others through them.

Ignore the Mobile Draw

One of the reasons that many of us have a hard time turning away from the different networks is because of the amount of access to them we have these days. With so many mobile web devices on the market and in use throughout the field, it is increasingly getting easier to lose an hour or two down the social media rabbit hole. Just as we need to stick to our schedule, we also need to not take the networks with us everywhere we go. The more access we have, the more temptation we face.

Now with the number of apps designed specifically towards allowing for this uninterrupted access, our initial instincts tend to push us in that direction. But just as the old saying goes, ‘too much of a good thing can be bad’, that rule of thumb applies here as well. If we find that we have to have our mobile devices outfitted with social media access, then we might need to try and isolate our network use to only those times when we are using our mobile devices.

Filter Out the Noise

Given that we are now trying to scale back the time we invest, we want to ensure that we are not undercutting our experience overall. So we want to try and filter out the noise from our various social media streams, and cut those followers that are not actually adding any true value to the discussions. Making these cuts is essential for saving time while getting the most out of the interactions. To maximize our social media input/output.

Naturally we will each have to gauge on our own, which followers end up on the cutting room floor, so to speak, and which ones last. Only we know the true value of those we follow, so it will take somewhat of an investment on our part to get the ball rolling. Once we have trimmed the fat from our lists, we can maintain them on a regular basis to ensure that the time we invest continues to yield the best results.

Foster Connections Out of the Arenas

One of the things that we have to start learning to do more with social media, is to use it as more of a launching pad for connections and conversations, but then move those interactions out of those arenas to further develop them. This will also help to prevent us from being distracted from the ongoing dialogs by unrelated interruptions that tend to crop up from our various streams. The various networks may have made the connections possible, but taking them out of those waters can allow them to evolve in new ways. Stronger ways.

Quality Not Quantity

With all of the social media networks that are out there, it is easy to fall into the trap of trying to populate and establish a presence in them all. What is a much better approach is to chose only those networks that suit our needs and business interests the best. More often than not, if we try to take on every network we can get into, we will quickly diminish our voices in them all until we are just part of the noise that others end up filtering out.

Just like we do not tend to just follow back every person or brand that follows us, we cannot try to take our brand effectively across each available network without a dedicated team to tackle only this task. So we have to be somewhat choosy. Not to mention wise, with our choices.

Show Up to the Game

One tempting evolution in the social media playing fields is the automated sharing systems that have cropped up all over, giving users the opportunity to setup their accounts to share information even when they are not actually there. This does little for improving our social media interactions, and in fact, can build the amount of noise we come into when we actually do check in. If we have had our account working in our absence, then by the time we are back in the driver’s seat, we could have a large supply of replies and responses to sort through sapping our time.

Not only do these automated services keep our interactions one-sided and can prevent us from getting much of a return on our social media investment, they can make us seem as though we are ignoring any of our followers who are attempting to connect with us at the time they see us sharing. So it might serve our business interests best to only have our accounts being active and sharing when we are there to actively steer and engage our feeds and followers.

Tools to Help

HootSuite will save you time by allowing you to view all of your social media profiles in one place

LeechBlock is a Firefox addon that allows you to block any site for any time period

StayFocused will do the same thing for Chrome users

The article Automatically Block Websites On a Schedule links to a script that allows you to block sites on your Mac complete with instructions on using it

K9 Web Protection is meant to be used as a parental control but can also easily be used as a productivity booster

To Conclude

Armed with these various tips, we hope that you will find a bit more productive social media endeavors coming your way. We understand that not every tip will work for everyone, but with a combination of one or two you might find a recipe that yields some success. What tips would you offer for spending less time on social media networks, and more on actual design and development work? Leave your thoughts in the comment section below.

(rb)


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