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Feedback is one of the most valuable resources for any business. Informative messages from your customers can tell you a lot about your company. They’re a way to check that your service strategies are paying off and a chance to learn which parts of your product need an upgrade.

Reviews and testimonials can also help you better understand your audience and the kind of solutions they’re looking for with your brand. 

Solid feedback is also how you improve your chances of gaining more customers in the long term. Brands with superior customer service generate about 5.7 times more revenue than their competitors. 

Of course, before you can begin tackling challenges like pulling trends from feedback or using your reviews to upgrade your business, you have one essential task to consider: How are you going to collect the valuable information your customers have to share?

There are a lot of options to choose from. You can reach out to clients individually with email messages or set up a feedback form on your website. You could even consider working with a review site to give your audience more options. 

Today, we will look at the steps you can take to collect customer feedback the right way.

Unlocking the Benefits of Customer Feedback

Customer feedback is the information and input shared by your community. It provides a behind-the-scenes view of people’s interactions with your team and shows you where you need to focus on beginning driving new opportunities. 

Customer feedback becomes a guiding compass for your organization when used correctly. It shows you what you’re getting right and wrong from your customer’s perspective. Positive feedback can even become part of your marketing campaigns. User-generated content in the form of reviews and testimonials makes for excellent tools to encourage new people to purchase your products. 

Case studies and in-depth reviews from your clients can also help generate trust among potential customers, so you’re more likely to earn crucial sales. 

Only around 3% of customers say that they find marketers and salespeople “trustworthy.” This means that no matter how good your marketing messages might be, you’re only going to be able to accomplish so much with the claims you make about your brand. Ultimately, your clients will turn to other customers like them to determine who they should buy from.

On average, buyers read around seven reviews before they’ll even consider trusting a business. 

The good news is that around two-thirds of customers will share their personal information with a brand. Clients are happy to provide feedback in the right circumstances. It’s your job to ensure that the process is as easy as possible for your customers.

So, how do you get customer reviews?

1. Design an Effective Feedback Survey

The most obvious way to encourage feedback from your customers is to ask for it. Unfortunately, designing a good customer survey isn’t always as simple as it seems. 

On the one hand, you’re keen to gather as much information as possible from your customer, which could mean that you want to ask many questions. On the other hand, asking too many questions could easily scare your audience away. 

To improve your audience’s chances of actually sharing information, keep the feedback requests as simple as possible.

One or two questions at a time should be enough to give you some helpful information about customer preferences and expectations. When choosing what to include in your survey, remember:

  • Only ask essential questions: If the answer to a question isn’t going to help you achieve your goals, don’t ask it. You don’t need to know someone’s age if you want to know if they had a good experience with your service reps. Keep it relevant. 
  • Make the questions thoughtful: Yes or no questions are great for collecting quick information. However, if you want more valuable feedback, leave your queries open-ended, and give customers room to explain themselves. 
  • Use rating scales: If your customer doesn’t have time to respond to a question in your survey with a complete answer, a rating scale can give you some helpful insights with minimal effort from the client. 

Ensure none of the questions on your survey are leading or loaded. Customers don’t want to feel like you’re answering questions for them. It might also be worth showing your audience how much you value their data with a quick response. Hilton Hotels always responds to any adverse reactions to surveys within days of receiving the information. 

Customers can even see how their reviews contribute to the overall rating of the business. 

2. Master Your Emails and Customer Contact Forms

Email is one of the easiest and most effective ways to gather customer feedback. Because this is a standard support channel for most businesses, there are plenty of opportunities to generate feedback. 

The first step in using emails for feedback is to send a message thanking your customer for their recent interaction with you. If someone purchased a product from your company, immediately follow up to let them know you appreciate their custom. A couple of days after, when your customer has had a chance to use your product or service, that’s when you follow up with your feedback request. 

Ideally, your email request should be as short and straightforward as possible, with a clear call to action that tells your customer what to do next. This example from Papier keeps things as detailed as possible.

If you want to boost your chances of engagement, you can add elements to your email that might encourage a positive response, for instance:

  • Remind them of what they bought: Remind your customer of the item they purchased with a picture and a bit of information. Highlight the key features and benefits of that product, so they have some inspiration on what to write about in their review. 
  • Offer them a reward: If you want to boost your chances of your customers doing something for you, you need to offer something in return. This could be a discount on their next order, a chance of winning something, or even just free shipping on their next purchase. 
  • Personalize the message: Make your customer feel special by personalizing the message. Use their name and reference their previous interactions with your company. If they’ve been with your business for a while, mention that in the email.  

Remember, many of your customers are likely to check their emails on the go. That means that giving feedback should be as simple as possible, regardless of the tech your customer is using. For instance, in this Zomato example, users can choose to drop an email to the company or send feedback straight from the app. 

3. Create App Usability Tests

If you want some in-depth insights into your company, and your business processes, then a usability test could be the best way to generate valuable feedback. If you have your app, ask your customer to submit some information right there and then, after they’ve finished using the service. The great thing about this kind of input is it’s fresh.

Unlike other customer reviews that might come a day or two after your customer has used a product, usability tests allow you to get feedback at the moment. There’s a much better chance that you’re going to get some relevant and detailed responses here. 

For instance, in this Skype lab feedback request, customers can tick boxes for any video or audio issues they had and leave a starred review. 

If there’s extra information to share, the customer can tap on the comment box to elaborate. However, they don’t need to do this part unless they want to. 

With usability tests, it’s a good idea to focus on a few key things that you want to learn about. For instance, Skype’s example above demonstrates that the company wants to check at least five user experience issues for both video and audio. 

Giving your customers options that they can choose from reduces the amount of work they need to put into leaving a review. It also means that you can get actionable information on which parts of your app or site need the most improvement. 

You can get the same kind of instant feedback on your website, too, mainly if you’re using a live chat app for customer service. 

Live chat is quickly becoming an essential part of the customer experience environment because it’s fast, easy to use, and efficient. It’s also highly affordable for most companies, thanks to evolving technology. Set up your Live Chat app to immediately request a review from your customer when the interaction is over.

For instance, SiteGround asks customers to rate their service provider with a picture of the employee they spoke to. The image lets the customer see that they were talking to a real person, which improves the relationship with the company. The statement about feedback improving the customer service and support that SiteGround can offer shows the customer how valuable their reviews are. 

4. Conduct Customer Interviews

Conducting a customer interview is a lot like sending out a survey. The main difference is that you ask the client to engage in a much more in-depth conversation. Usually, these interviews will be the initial research required for a published case study on a B2B website. 

Reaching out to valuable and loyal customers can give you a fantastic source of in-depth information to learn from. You’ll need to make sure that you have a good relationship with the customer in question before you attempt this, however. Most one-time clients won’t want to get involved with a time-consuming interview. 

Look at your CRM technology and find out who your most impressive VIP customers are. Reach out to them with a request for feedback, and make sure you offer something in return. For instance, tell them that you’d like to interview for a case study that you can display on your website. If they’re happy for you to do this, you can reward them with a discount on their next purchase or some gifts. 

You could also follow up with a customer who recently contacted your team for an interview, like Ticket Arena does here. With this message, they promise the customer that their insights will make the customer experience better for future clients:

When requesting long-form qualitative feedback, remember to think through your questions carefully. In-depth stories from customers bring nuance and color to your quantitative data. They could even guide your business to making some crucial future decisions. 

When talking to your customers:

  • Start with an open-ended dialogue: Remember that open-ended questions are crucial to get as much detail as possible from your customers. These queries give your customers more flexibility to cover the details of their experiences.
  • Get more specific as you go: Start with simple questions, then build on them as your conversation evolves. Use the things you learn from your customers to dive into topics that are relevant to them. For instance, if a customer mentions your live chat app, go into a deeper discussion about the channels they prefer to use. 
  • Practice active listening: Make sure that you’re open and receptive to the information you’re given. Actively listen to customers, even if you’re not in the same room, by acknowledging what they say and providing valuable responses. 

5. Use Social Media

Sometimes, people are reluctant to give feedback for your business on your website because they’re not in the frame of mind. When customers come to your site, there’s a good chance they’re looking for information from you or want to check out a new product. 

They’re probably not in the right mood to start sharing their opinions. 

However, if you capture your customers on social media, there’s a good chance they’ll be feeling a lot more talkative. After all, social media platforms are where most customers discuss their issues with companies, talk about purchases with friends, and make their voices heard. 

Simply paying attention to when people talk about your company on social media can give you a lot of helpful feedback. Social listening tools allow you to collect post information every time someone mentions your business name or product. 

Alternatively, you can actively use the tools on social media to gather data from customers. For instance, Instagram has its own “poll” feature on Stories that allows companies to collect opinions. 

If you’re collecting feedback on social media, remember that you shouldn’t be asking any questions that are too complicated. Although people are more willing to share their opinions on social, they’re still looking for a relatively laid-back and casual experience.

Polls, where people can vote for their preferences with a single click, are more likely to garner engagement than a post asking people to tell you about the best purchasing experience they ever had with your brand. 

If you do want to encourage more in-depth feedback, the best option is to promise a reward in return for your follower’s effort. 

Make the experience fun by transforming it into a competition. 

For instance, ask your customers to share their favorite story involving your brand for a chance to win an impressive prize. You can ask each customer to tag their response with a branded hashtag so that relevant answers are easier to find. You could even add users to tag their friends in their posts too, to increase brand reach while you collect feedback:

With gifts and rewards to incentivize them, people will be much more likely to interact with your brand and put effort into the reviews they leave. You could even gather some user-generated content to put into your subsequent ad campaigns. 

6. Create a Dedicated Website Page

Finally, if you want to make it as simple as possible for people to leave feedback on your website and for you to collect all of that information into one space, then create a review page on your website. This can double up as social proof for people who need additional evidence to buy from your brand. 

A review page could be as simple as a page on your website listing the latest comments that your customers have left. You can include a form at the bottom of the page where people can add their thoughts. Just make sure that you carefully review these posts before they’re submitted to your website if you want to prevent spam from getting through. 

You could also create a case study or portfolio page that showcases the work you’ve done with other companies like Fabrik Brands does here:

At the bottom of each case study, give your customers a unique email address they can reach out to if they want to be featured as your following case study. Or include a contact form where people can get in touch to discuss their own experiences. 

Having a dedicated review, case study, or testimonial page on your website could be enough to inspire more feedback from your customers. It’s also a fantastic way to demonstrate how credible your company is to potential buyers. 

Still, Struggling? Take the Customer Out of the Equation

If, even with all the suggestions above, you still can’t seem to convince your audience to give you some decent feedback, then take them out of the equation. You can learn things about your audience without asking them for information. Google Analytics and other tools will give you valuable insights into which of your blog pages get the most engagement and how many people click on individual buttons throughout your site. 

These fundamental insights might not be as good as valuable, contextual feedback from your audience, but they’re an excellent way to start figuring out how to invest in your future growth. 

Remember, feedback of any kind – even if it’s just statistics and numbers – gives your business the ability to grow and make informed decisions.

Gather as much feedback as you can, and make sure you use it!

 

Featured image via Pexels.

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Not so long ago, customers only had a couple of ways to interact with brands. 

If you had an issue with a product or service, you could reach out through the customer service phone number or send an email. Occasionally, sites would introduce dedicated forms on their website that allowed consumers to send support tickets straight to the service desk – but that was it.

The problem with this kind of service was all the waiting. 

Send an email or ticket, and you have no idea when the company is going to get back to you. Customers end up refreshing their inbox all day, waiting for a response. Call the company, and 9 times out of 10, you’ll be placed on hold. You can’t exactly do much when you’re stuck listening to hold music, so customers are gradually getting more frustrated as they wait for a response. 

Fortunately, the evolving digital age has introduced a new solution: live chat.

Transforming Your CX With Live Chat

Live chat is a quick and convenient way for your customers to contact your business and get a response immediately. The result is happier clients, better customer satisfaction scores, and even opportunities for bigger sales. 

More than 41% of customers say they expect to see live chat on a site. 

Even if you don’t have an agent on hand to answer a chat message immediately, you can create an automated system that notifies your customer when someone is available. That means they can go and do other things while they’re waiting for a response. Live chat solutions with bots can even allow your customers to fix problems for themselves. That’s pretty convenient!

Widgets equipped with answers to commonly asked questions can automatically deal with customer queries or help them find solutions to their problems before passing them over to an agent. This means that your customer gets a solution faster, and your agents don’t have as much pressure to deal with. It’s a win-win – as long as you get it right. 

Unfortunately, a lot of companies don’t know how to implement live chat experiences correctly. 

Kayako’s study into 400 customers found that 47% couldn’t remember the last time they’d had a positive experience through a live chat tool.  

How to Upgrade Live Chat CX

The evidence shows that customers love the idea of live chat, but the reality of how businesses implement this technology isn’t always ideal. 

However, since 86% of customers say they’re willing to spend more on a better customer experience, it’s worth figuring out what separates a good live chat interaction from a bad one. 

1. Set Expectations Instantly

Setting the right expectations is crucial if you want to generate better satisfaction for your customers at a later date. When customers know what to expect from your live chat strategy, they can also make more informed decisions about which support channels they’re going to use, and whether they want to hang around for someone to answer their messages. 

The first thing you should do is showcase your agent’s availability. In this example from Help Scout, you can see whether the team is active, online, and ready to talk. The company also sets expectations for how quickly you can get an email response if you don’t want to chat.

Other ways to set expectations include:

  • Showing your opening hours: List when team members are usually available to answer questions if you’re not currently online. 
  • Topics: Offer your customers some topics that they can ask about or use the welcome message on your chat tool to direct your customers to an FAQ page. 
  • Restrictions: If there’s anything you can’t deal with over live chat, like changing a customer’s password, let them know in advance so they don’t waste time.

2. Leverage Pre-Chat Forms

Pre-chat forms are some of the most important parts of the live chat experience. They ask your customer to explain their issue to your chatbot so that they can be directed towards the right agent. Using these forms correctly ensures that your agent has all the information they need to solve a problem fast. 

You can even set up automated systems that direct customers to different agents and teams based on their needs. For instance, the live chat app on Outgrow.co gives customers the option to fill out different forms depending on whether they want answers to a question, a demo, or something else.

The button you click on dictates which professional you’ll get through to. Although filling out a form can seem like an extra friction point for your customer at first, it helps to streamline the customer journey. After all, if you can direct the customer to the right agent the first time, there are fewer chances that they’ll need to explain their issue to various different people. 

Here are a few things you can ask for in the live chat form to make it more effective:

  • The customer’s name: This will help to personalize the conversation. It could also be an opportunity to track down any background information you have about an existing customer and the orders that they may want to speak to you about.
  • An email address: Having an email address will allow you to bring up a customer’s record on your CRM. It also means that you can send any information that the customer needs to their email inbox at the end of the conversation.
  • A brief explanation: Ask your customers to share what they’re reaching out to you about and use keywords in their message to assign the chat to the right agent or professional. You could even add a drop-down menu of topics for them to choose from. 

Remember, don’t ask for too much information straight away, or you’ll risk your clients feeling that the service experience is too complicated. 

3. Make Sure It Works Everywhere

We’ve reached the point now where every customer expects a brand’s website to be responsive on any device. Most web-building templates automatically work on mobile tablets and smartphones. Additionally, it’s becoming increasingly easy for companies to transform their website and online store experiences into dedicated apps too. 

However, while most businesses know that their site needs to be responsive, they often forget about the mobile element when it comes to live chat. If your live chat function is only available on the web browser version of your website, then this is going to end up making your mobile customers pretty unhappy. They don’t want to have to stop browsing on their phone just to connect with you. 

Ideally, you’ll want to create a separate component for your mobile app where your customers can easily access the same live chat functions they’d have on your browser-based site.

If you’re just offering live chat through a mobile version of your website, make sure that it’s easy for your customer to click into the chat section and send messages without accidentally ending up on a different tab or page. It might also be worth setting up functions that allow your chat app to send push notifications to your customer’s phone whenever they get a new message. 

Being able to put their smartphone down or switch to another app while they wait for a response will provide a much more intuitive experience for your audience. 

4. Make Sure You Support All the Right Languages

You’d think that this CX tip for live chat would be obvious, but it’s shocking how many companies fail to offer support for all the languages that their customers might use. If you’re selling your products throughout the world, and you know you have customers in China, then it doesn’t make much sense to only offer live chat in English. 

Some of the available live chat apps on the market today come with features that allow you to automatically translate languages when your agents are talking to foreign customers. For instance, LiveChat currently supports 45 languages

If you’re creating your own chat app from scratch, then you’re going to need to work with your developer or designer to make sure that the right languages are supported. Remember, you don’t have to cover everything, but at least make sure that you can connect with the most common groups of customers in your CRM. 

Ensure that if you are using multiple languages, your customers know how to switch to their preferred option too. Usually, the best way to do this is with a drop-down menu. You could also use little flag icons of the countries that you support. 

5. Find Ways to Reduce First Response Time

Speed is probably one of the biggest advantages of live chat, and the main reason that customers like it so much. According to the CMO council, fast response time is the number one thing that a customer looks at when measuring satisfaction. 

While you might not be able to have someone on-hand to answer your customers 24/7, you can improve the way they perceive your load times in a variety of ways. For instance, start by making it clear when your people are online to talk to your customers. Setting expectations on when you’ll be available to immediately respond should help to avoid frustration.

  • Keep all chats in the same place for agents: Having a combined contact center solution on the back-end makes responding to queries much easier for your agents. If they can see all of your brand’s live chat, social, and email conversations in one place, they don’t have to waste time jumping between different platforms and tabs. 
  • Set routing queues: Use an automated system to send every message you get to the most appropriate agent available. You can intelligently route conversations based on the issues that your customers have or the things they want to discuss. It’s also worth ensuring that your system prioritizes routing conversations to the first agent available. 
  • Send notifications: Make sure that you set your live chat system up to send push notifications to agents when a new message is waiting. It’s also with notifying your customer when they have a response, just in case they’ve switched to another tab. 

The notifications you send to your agents could come with access to a customer’s CRM file, so that your agent can go into a conversation with the context they need. Agents that instantly get context on a conversation don’t have to waste as much time tracking down the right information. Giving your agents context also means that they don’t have to ask repetitive questions, which could annoy your customer. 

6. Make the Chat Experience On-Brand

Every company wants to give their customer a slick experience with live chat. The solution you build needs to be easy to use, and responsive across every device. However, it also needs to be something that your customer associates with your brand. 

Companies generally have a lot of options for how a live chat window can look. You can adjust the appearance to suit your brand by picking specific colors, tweaking button shapes, and even changing the available fonts. 

Working the visual elements of your brand into the design of the live chat experience is the best way to make your customers feel comfortable and confident that they’re dealing with your company. For instance, Hubspot uses matching colors, rounded edges on chat bubbles, and even a fun illustration to make their chat experience more “branded.”

Remember, when you’re creating a Live Chat experience that’s “on brand”, it’s also a good idea to think about things like voice and tone. Infusing live chat with the unique personality of your brand will make the experience more memorable. 

If you usually stick with informal language and use a lot of slang, then it makes sense to continue that in live chat – even when you’re sending automated messages. To make sure your brand identity really shines through:

  • Write scripts for your automated messages in your brand’s tone of voice
  • Write guidance scripts for employees that highlight your tone for agents
  • Provide training on brand tone of voice for your support team
  • Encourage support agents to connect with customers on a personal level
  • Remember to set guidelines on how to use things like gifs, slang, and emojis too!

7. Make a Checklist For Security and Tech Issues

One of the most significant things that will affect the experience your customer has with your live chat service, is technical and security issues. Choose the right developer or designer to help with your app, and the risk of problems dwindle. You can also address the issue of having to constantly maintain, check, and update your live chat experience by using a pre-existing solution, like Intercom.

No matter how you choose to approach live chat, these are the things you’ll need to check for most:

  • Page load times: Page load times are crucial for user experience and SEO, so you should be taking them seriously already. Check your web chat software isn’t dragging down the performance of your page or causing unnecessary problems.
  • Cross-channel conversations: If your website has various subdomains, make sure that moving through these in chat won’t mean you lose the session. Customers don’t want to have to repeat themselves!
  • Functionality with browsers: Your chat app needs to work just as well on every browser and operating system – including mobile devices. 
  • Data management: Under things like GDPR, you need to ensure that you’re controlling user information safely. Ensure you have a DPA in place, and make sure that your web channel doesn’t affect any PCI-DSS compliance systems you have in place. Your chat solution may need to automatically mask credit card information, for instance.

Time to Enhance Your Live Chat Strategy

Ultimately, whether you like it or not, your customers love live chat technology, and they’re not going to stop looking for it on your website. Today’s consumers expect you to serve their interests by delivering customer support on the channels that they choose. Unfortunately, most companies just aren’t living up to expectations.

Following the tips above could help you to transform the way that you interact with your clients and improve your chances of better satisfaction overall.

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In my experience, the biggest challenge that freelancers face — more than winning clients or setting prices — is project management; take on too much work, and you’ll start missing deadlines, take on too little, and you’ll start missing your rent.

Some people are naturally organized; they rock up at their desk at 08:59, fully confident in what they will spend the next 8–12 hours working on. Let’s be kind and say that I am not one of them, and leave it at that. The only way I have managed to survive the industry is by self-consciously micro-managing my schedule on a daily basis.

When I worked in an agency, I knew what I would be working on days in advance. Now, I know 90% of what I’ll be working on, weeks in advance.

That level of organization requires very, very, very careful planning. I hold team meetings at the end of the day, yes, “team” meetings of one person. To do that I use a number of tools that suit me.

How to Choose a Project Management App

The most important aspect of any project is the end. That’s when the client will assess your work, and that’s when you get paid. So when you choose a project management solution, make sure it gives you a clear path to the project conclusion.

I know one freelancer who sets himself a hard stop at 7 pm every day. At 7 pm, he downs tools switches off, and walks away. I once heard him end a client call at 7 pm because he’d reached his cut-off point. It made me wince — I would have stayed on until the call concluded — but it hasn’t affected his business.

I know another successful freelancer who works on a budget. When she has earned the money she needs for that day, she stops. She bills by the hour to make this work, so when she sits down in the morning, she knows exactly what time she’ll finish.

Personally, I prefer a task-based approach. I know what I have to get done; if I can get ahead, then great, but my main focus is ensuring I don’t fall behind. I believe that if you hit your deadlines, everything else will take care of itself. Admittedly, there have been a few late-nights (and all-nights) over the years, but thankfully they’re less common these days.

No one style of project management suits everyone. And it doesn’t matter what approach you take, provided you take an approach.

8 Best Project Management Apps for Freelancers

As a freelancer, the most important thing characteristic you can have is reliability. Cultivate a reputation for delivering on your promises, and you’ll become invaluable to your clients. The best project management app is the one that helps you keep your promises.

There are some excellent tools on the market that facilitate project management, but most are aimed at SMEs, or project managers running a team of freelancers.

The tools here are listed from least, to most useful for the average freelancer. I’ve avoided too many time-tracking apps because I find these tend to encourage billing by the hour, which is potentially damaging to your business long term. If you do need pure time-tracking, check out Harvest. I’ve also avoided solutions that are too large-scale to benefit freelancers. If you’re looking for a project management tool for teams, then Basecamp, Jira, Project.co, and Redbooth are all worth considering.

Sadly none of these apps are perfect, and there’s a good chance you’ll need to use two or three to manage your projects.

8. Todoist

Todoist is hands down the best to-do app on the market. The downside is that its feature set is minimal.

Todoist really excels at lists. You can break down tasks into sub-tasks, and sub-sub-tasks. The downside is there’s no real scheduling or comparison of multiple projects in a single view.

The mobile apps are great, and Todoist recently introduced boards, a form of kanban board that gives you a good overview of everything. If it introduces a gantt chart, I can see myself relying on it more.

Todoist has a free forever plan that is fine for most freelancers, and the paid plans start at just $3 per month.

7. Bonsai

Bonsai is an excellent service for freelancers that grew from a simple invoicing app to include proposals, contracts, time-tracking, and more.

I used Bonsai for invoicing for a couple of years, and it does everything it claims to do. However, there are a couple of significant areas where it falls down. Firstly, its invoicing is super-aggressive and cannot be customized — make sure you’re on friendly terms with any client you send a Bonsai invoice to. Secondly, while it does a good job of tracking what you have done, it doesn’t help you plan what needs to be done beyond a formal proposal.

If you’re running a few simple projects, then it’s possible Bonsai is right for you. Pricing starts at $19 per month.

6. Monday

Monday is one of the biggest players in the project management market. It offers a dizzying array of options, and if this list were aimed at project management for agencies, Monday would be further along our countdown. Monday may suit freelancers, particularly those who have migrated from agency work, but for most, it’s more than we need.

There is a free-forever plan that covers almost everything you could want. However, if you need to view your projects as a gantt chart — and I strongly suggest you do — then you’ll need to update to the standard plan, which starts at $8 per user per month, with a minimum of three seats, meaning at least $24 per month when billed annually.

5. AND.CO

AND.CO stands out as a slick, easy-to-use option for managing a freelance business. Like Bonsai, it allows you to manage proposals, invoicing, time-tracking, expenses, and more.

AND.CO also has extremely well-liked customer support. An underestimated consideration when you don’t have your own accounts team to resolve problems.

As with other solutions of this type, the task-management is lacking. It does include a simple to-do list, but in my opinion, it’s not sufficient, and you’ll need to supplement it with something that supports gantt charts.

There’s a free forever plan, but it’s barely more than a free trial. Pricing for full-featured access starts at $18 per month when billed annually.

4. ClickUp

ClickUp is a SaaS that aims to replace just about everything else you could need. Unlike some options on this list, it includes a CRM, which is a bonus because there’s nothing worse than relying on the search function in your email to track down someone’s contact details.

ClickUp also offers a genuinely free-forever account with enough features to make it usable. If you choose to upgrade to a paid plan, it’s just $5 per user per month, which is excellent value.

If anything, there’s just too much in here. If you’re someone who considers themselves a power-user who enjoys digging into every nuance of a UI, then ClickUp could be for you. But, if, like me, you favor a simple tool that does what it’s told and gets out of the way, then there are better options.

3. Asana

Asana is probably the best-known project management tool on the market. It offers a tremendous number of options and is flexible enough for any style of project management.

There’s a free forever plan that is ideal for getting started and offers you most — you may be sensing a theme here — of the features you’ll need. But Asana’s best feature is its excellent timeline implementation of the gantt chart, for which you’ll need to upgrade to a premium plan costing $10.99 per user per month, with a minimum number of 2 seats that translates to a rather expensive $21.98 per month.

2. Trello

Trello is famous for its kanban boards, and many people prefer them to gantt charts, which has helped the app grow rapidly in the last few years.

If you’re prepared to pay $10 per user per month, Trello actually offers gantt charts as well, in the form of its timeline feature.

Trello is mainly designed for teams, not freelancers. However, if you do have the budget for a premium plan, Trello gives you an enviable ability to switch project management styles on a whim.

1. Toggl

Toggl is perhaps the perfect balance of time-tracking and gantt chart that is ideal for freelance projects.

As with most tools, Toggl is designed for teams, with billing starting at $8 per user per month. However, it offers a solo plan, designed for freelancers, that is free forever.

The main thing you miss out on with Toggl’s Solo plan is team timelines, which you won’t need unless you’re outsourcing work. One other obvious omission is unlimited planning boards, which you may find yourself paying for sooner or later.

But for a mixture of simplicity and powerful features available for $0, Toggl is hard to beat.

 

Featured image via Pexels

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We all want a little more fun and games in our lives. So, why not add some gamification to your next interactive content campaign?

By 2025, the gamification market is expected to witness a massive 30.1% growth rate, with global sales revenue reaching around $32 billion

That’s because gamification adds more entertainment to the website experience and gets audiences engaged. The idea behind gamification is to bring game mechanics into the design of a website or piece of content. There are many different ways to do this. 

Some companies add hidden achievements and bonuses to their blogs that customers can collect by visiting every page and reading their content. Others allow readers to collect points for leaving comments or play games to win potential prizes. 

Used correctly, gamification is a fantastic way to connect with your audience and increase engagement levels. So, how can you use gamification in interactive content?

The Evolution of Gamification 

Elements of gamification have appeared in everything from marketing campaigns to web design and even eCommerce strategies. 

In 2014, an Apple App Store review of more than 100 health apps even found that gamification elements in applications led to greater participation and higher user ratings. In other words, customers are more likely to get involved with an activity that includes gamification components. 

While gamification can take on many different forms, the aim for most companies is to create an environment where customers can feel more invested in their interactions with the website. For example, if you win a point every time you comment on a blog post, and you can trade those points in for prizes, you have more of a desire to keep commenting. 

The promise of being able to “accomplish” things with pieces of interactive content and websites also appeals to the competitive part of our psychology that pushes us to keep doing things in exchange for the promise of a kind of reward. 

Many companies have generated a lot of enthusiasm for their brands through leaderboards, time events, and similar experiences. For example, just look at how popular McDonalds becomes each year when the monopoly game rolls out as part of the purchasing experience. 

People buy more items than they usually would during McDonald’s Monopoly just for the opportunity to win. This same boost in engagement benefits your content strategy too. 

6 Ways to Add Gamification to Your Content

There’s no one right way to gamify your website or your marketing content. The method you choose will depend heavily on your audience and the kind of experience they respond best to. 

The key to success is finding a way to grab your customer’s attention and hold onto it. Here are some of the tried and tested strategies to explore:

1. Create an Actual Game Experience 

When it comes to incorporating gamification into your website design and content, you don’t necessarily need to be clever. You can be extremely straightforward and just design an actual game. For instance, to help attract more people to the American Army, the US created a war simulator that potential applicants could play on Steam. 

The game aimed to introduce young people who might consider a career in the military to what that job might be like. If the kids liked what they saw on Steam, they could visit the military website and learn more. 

For companies who can’t afford to build an entire fully-featured game, something a little smaller can be just as engaging. For instance, rather than using a standard pop-up with a discount code to entice customers to buy the rental service, Gwynnie Bee created a scratch card. People could scratch the spaces using their smartphone or computer cursor and win money off. 

The great thing about the interactive content from Gwynnie Bee is that it encouraged potential visitors to connect with the business in a lucrative way. To use the scratch card, you first had to give your email address. This meant the company could build its email list while delighting consumers. 

When designing a game experience for your marketing campaign, remember:

  • Get the right support: Designing a great game is tough, particularly if you want something more complicated than a scratch card. Don’t take the risk of creating something that doesn’t work properly; hire a developer. 
  • Promote the experience: Make sure everyone knows about your new game. Share screenshots on social media and talk about it in your email campaigns. 
  • Focus on fun: Remember, games are supposed to be fun. Measure the reactions of your audience to ensure they’re having a good time. 

2. Design a Loyalty or Reward Program

Loyalty is one of the most valuable things your audience can give you. So why not reward them for it? Loyalty programs are fantastic tools for business growth and engagement. They give you a way to turn one-off clients into repeat customers and advocates for your brand. 

How you choose to reward your customers (and when) is up to you. Some companies might give customers points every time they share a post on social media or comment on a blog. This encourages more engagement with your brand. 

On the other hand, you might just let your customers earn rewards for every purchase they make. This is a strategy that Starbucks uses with its reward program.

As customers increase their spending with Starbucks, they get the reward of extra points that they can put towards future purchases. This keeps customers coming back for more and may even entice some clients to buy Starbucks when they otherwise wouldn’t. 

The oVertone company is another excellent example of a brand using gamified rewards with its marketing strategy. The loyalty program breaks down into tiers, where users can see how much they need to spend to ascend to the next level. New rewards and perks appear with each level. 

Remember, when building a loyalty program:

  • Make your customers feel special: Ensure that your audience feels good about being one of the lucky few in your loyalty program. Give discounts and offers they can’t get elsewhere.
  • Keep them informed: Make it easy for your customers to see what they need to do to get their next reward, so they keep coming back for more. 
  • Mix things up sometimes: To stop the experience from getting boring, roll out things like “double points” days and bonuses for your most active customers. 

3. Encourage Customer Interaction

The biggest benefit of gamification is that it encourages and increases customer interaction. You can give rewards to participants that comment on your blog posts, for instance, or share your posts on social. The customer benefits from the reward, while you get the advantage of a better business presence. 

Samsung drives interaction with gamification with a function on its website that allows customers to discuss issues and watch videos. The most active participants get a badge for their efforts. 

If your business structure requires a lot of engagement from your audience, then using gamification elements can encourage them to stick with you for longer rather than losing interest. For instance, language learning software Duolingo has a four-point gamification strategy for its users.

Duolingo knows that learning a new language takes a lot of time, so it asks users to set small specific goals instead. The smaller tasks bring users back regularly, and consistent users gain rewards. There’s even a progress bar to help you track your progress compared to other customers. 

Gamification gives your customers another reason to keep coming back and connecting with your brand. That makes a lot of sense for companies that rely on long-term relationships with customers, like Duolingo and other teaching brands, for instance. Remember:

  • Make it simple: People will only want to interact with your brand if it’s easy to do so. Make it clear what you want your customer to do and what they need to do next. 
  • Reward every action: Keep people coming back for more by rewarding them for their actions, even if it’s just with a gold star or digital sticker. 
  • Nudge inactive customers: If a client gets involved in your interactive content, then stops participating, send an email reminding them why they should come back. 

4. Run Contests and Offer Prizes

Probably one of the easiest ways to use gamification in your advertising campaigns is with a competition. Contests and competitions have been around since the dawn of business. They’re a useful way for companies to collect information from customers, particularly if you ask your clients to sign up to your site with an email address to get involved. 

Competitions are also a way to push your audience into doing positive things for your company. For instance, you could run a competition where consumers share a social media post and tag a friend to enter. Or you could have a competition that asks your clients to refer a friend to get involved. 

When KIND, a healthy snack company, wanted to connect with its customers and create a new product, it didn’t just do market research. Instead, the company created the “Raise the Bar” contest to let customers cast a vote for which flavor they wanted to see next.

When 123ContactForm wanted to engage its audience, it gave people the chance to win one of three platinum subscriptions for 6 months. 

Contests are naturally exciting and fun to take part in. They’re an opportunity to get your audience excited, and you don’t need to give anything huge away either. Just make sure that the prize you offer is something that your audience will be interested in. 

A few more pro tips include:

  • Generate hype first: Don’t just launch a contest out of nowhere; get people excited about the idea with announcement blogs, social media posts, and emails. 
  • Give people a lot of ways to get involved: If people can’t take part in the competition on social media, let them do something on your website instead. 
  • Follow up after the win: When someone does win something from your website, follow up with that winner and post pictures in the form of a blog/case study. This will generate more hype for your brand and get people excited about the next event. 

5. Get Your Audience Feeling Competitive

No matter how much they might deny it, most people are at least a little competitive. So when you’re implementing a gamification campaign into your content and marketing efforts, it pays to tap into that sense of competition. All you need to do is find a way to encourage your followers to compete. 

The best example of a company that did this particularly well is Nike. Nike and the Run Club app teamed up to motivate people to get involved with healthy activities. The app allowed users to customize and build their ideal training program based on their athletic level. 

At the same time, you could also win badges and trophies to share with your running community. The more you took part in challenges on the app, the more you could potentially win. 

The Fitbit application has a similar way of keeping customers engaged. When you download Fitbit, you can access information about your exercise strategies and potentially track your progress towards your goals. However, there are also measurable achievements to earn – like a badge when you first walk 500 miles. 

Users on Fitbit can also find their friends using the same app and compete with them in various challenges. 

To successfully add a competition to your gamification strategy, remember:

  • It needs to be social: People will be more inclined to get involved if they show off their achievements. So make sure that people can showcase their accomplishments. 
  • Make people want to win: There needs to be a reason to get to the top of the leaderboard. You might offer people discounts or exclusive prizes if they accomplish certain goals. 
  • Show progress: Prompt people to keep working on reaching their targets by showing them how close they are to success. 

6. Make Boring Content Seem More Interesting

Some content is naturally more engaging than others. If you want to showcase some important information or data, you might create a whitepaper or a report. Unfortunately, the result can be a relatively bland piece of content.

With elements of gamification, you can make the experience a lot more engaging and interesting. Sites like Daytum.com allow users to turn personal stats and information into charts that showcase information in engaging ways. You can allow your users to track their progress through the report and rack up points as they go. 

Adding subtle elements to otherwise clinical and less interesting information is a wonderful way to make the experience more exciting. The more enticed your customers are by your content, the more likely it is that you’ll sell them on your business. 

Gamify Your Marketing Strategy

Gamification isn’t a new concept, but it’s one that many companies and designers can begin to take advantage of these days. Thanks to more advanced browsers and smartphones, customers can more fully enjoy the interactive elements of websites and content campaigns. 

As your audience dives deeper into the digital world, they expect more unique experiences from you. Gamification can make any website or marketing experience more memorable. It’s time to take advantage. 

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Advanced portable applications accomplish a great deal. They convey information between various back-ends through network APIs. They store and recover information from the local database, process substantial amounts of media, and communicate with web sockets. It’s difficult to monitor all the data from various asynchronous data sources, particularly realizing that the users are used to a simple, fluid user experience.

At the beginning of Android, designers utilized the class AsyncTask from the Android system to accomplish everything outside the primary UI thread. Although async tasks did what they should, utilizing them wasn’t the most charming experience in light of all the standard code you would eventually end up writing due to adaptability issues. If you had a further developed use case (i.e., introducing information from a neighborhood data set on the UI while making an API solicitation to get the most recent information from the backend, refreshing the nearby data set, and introducing the most recent information on the UI), things would quickly spiral. You would wind up with code that is difficult to comprehend and keep up with.

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The world of web design is incredibly dynamic. Every year, new trends and opportunities emerge, primarily driven by the arrival of modern technology. 

In recent years, we’ve seen various updates to the web design landscape, such as the arrival of AR and VR solutions for making mixed media. Video content has increased in quality, while the demand for inclusivity and usability has transformed the way that we build everything from websites to apps. 

Yet, for the most part, web design trends have continued to focus on the visual. 

When we hear the word “interface,” we often think of the graphical user interface – the ultimate way to connect users with sites. However, now we have a new, more natural way for customers to interact with their digital tools… The era of voice is here. 

Designing for the Age of Voice

The technology sector has made incredible progress in the development of things like Automated Speech Recognition and Natural Language Understanding. 

Thanks to updates in the way that machines process and understand human language, voice recognition accuracy is now at 90% and above. More than ever before, users can speak to a smart assistant, speaker, or phone-based application, and get the results that they’re looking for without error. 

The simplicity of communicating with technology via voice means that users have adopted this technology at an incredible pace. Half of all searches will be made with voice by the end of this year.

We’re standing on the edge of a fundamental shift in the way that we interact with computers and critical tools. As designers and developers, we need to be ready to embrace this new medium. 

With that in mind, here’s what designers need to think about when designing for voice UI. 

1. Decide How to Experiment with Voice

There are various steps involved in making a website more “conversational.” One of the first steps for any designer or developer is to think about the kind of voice-based interactions they’re going to enable for an app or website. 

For instance, rather than embedding voice technology into a website, you might decide to create a separate Amazon Alexa “Skill” for devices like the Echo. Companies like Capital One have already invested in this technology so that users can ask their smart speaker about their balance, rather than opening a laptop and logging into the site. 

To determine what kind of voice experiences you should be creating for your client, work with them on a customer journey map. Using this map of interactions that the customer has with your client on a regular basis, you can highlight areas where voice interactions might fit into the user flow. 

For instance, if customers are constantly asking questions about a brand or its service, an FAQ page that’s equipped with a bot that can respond to voice queries could be an excellent choice. 

UI design should always solve problems. Examining the frictions and frustrations that your client’s end-users encounter during their journey will help you to decide which direction to take with your voice UI experience. 

2. Examine the Anatomy of Voice Commands

Before designers can create a dialog flow for their voice UI, they need to understand how voice commands work. The key to success in a successful design for voice is understanding the objective of the interaction. A voice consists of three crucial factors for designers to consider:

  • Intent: Intent represents the subject and context of the voice command. A high utility interaction involves a request for a specific task. For instance, your users might request that your app gives them a list of five-star hotels in a specific area. Designing for these requests is often straightforward because what the voice algorithm needs to do is clear. However, low-utility requests can be harder to decipher, such as “hotels near me,” because there’s less specificity for the bot to work with. 
  • Utterance: Utterance refers to how a user phrases a command. For instance, in the case of looking for five-star hotels in Amsterdam, the customer might say “show me hotels,” or they might ask for “places to stay”. Designers must consider every variation of an utterance for their voice command UI. 
  • Optional variables: This refers to the extra filters that your voice UI needs to be aware of. In the case of five-star hotels in Amsterdam, the descriptor “five stars” is optional. The optional input needs to overwrite default values and bring more detail to the search. 

SideChef, for instance, is a voice-activated recipe app that offers narrated guidance to users and allows customers to search for recipes based on their specific needs. The app comes with a wide range of variables built-in, allowing users to customize their searches according to descriptors like “vegetarian” or “quick” meals. 

3. Learn How to Prototype with Dialog Flows

Learning how to leverage a complex UI strategy like VUI takes time and practice. Prototyping designers will often have to think like scriptwriters, designing various dialog flows to suit the different needs of customers, and the numerous interactions they might face. 

Dialog flows will outline:

  • Keywords that lead to the interaction
  • Branches that represent where the conversation might lead
  • Example dialogs for the user and the voice assistant. 

Practicing your dialog flows with scripts that illustrate the back-and-forth between the voice assistant and user will help designers and developers to understand the various nuances that can appear in a customer to robot interaction. 

Remember, while a crucial part of good voice UI design is keeping the communication conversational and straightforward, you will need to ensure that there is a dialog flow in place for every discussion that may occur between end-users and their apps, website, or digital tools. Users don’t want to feel overloaded and overwhelmed, but they need to ensure that they can complete their tasks too.

Consider the voice-based game RuneScape: One Piercing Note, for instance. 

The developers behind this app allowed players to speak with other in-game characters and use commands like “pull the lever” or “open the chest.” In designing the playable components of the game, the designers needed to think about every possible interaction that a player might have with different parts of the story while ensuring that users didn’t stray off track. 

A Few Tips for Voice UI Design 

Voice UI design can be very complex, mainly if you’ve never created something using voice as your only input before. However, once you get used to creating dialog flows, the whole process starts to feel a lot easier. 

As you’re designing, remember to:

  • Always confirm when a task is complete: When designing a checkout flow for an eCommerce page, one of the most crucial screens for a designer is the confirmation page. It shows the customer that the transaction has successfully been completed and stops them from worrying whether they’ve done the right thing. The same concept applies to Voice UI design. If your client’s end-user asks a voice-activated app to book an appointment with their therapist, for instance, they want to know that the appointment has been successfully booked and added to their calendar. Determine how you’re going to deliver the peace of mind your customers need. 
  • Create a strong strategy for errors: Designers and developers are still in the very early stages of experimentation with voice UI. This means that there’s a good chance that something could go wrong with your applications and tools from time to time. Having a strong error strategy in place is crucial. Always design a dialog flow scenario that allows the assistant to respond if they don’t understand a request, or don’t hear anything at all. You can also implement analytics into these situations to identify misinterpretations and improve usability in the future.  
  • Add extra layers of security: Various Voice UI solutions like Google Assistant and Alexa can now recognize individual voices. This is a kind of biometric security that’s similar to face or touch ID. As voice recognition continues to improve, it’s essential to ensure that you’re adhering to the latest guidelines in security. Additional authentication may be required for some companies. For instance, passwords, face recognition, or fingerprints might be needed for things that require payments and transactions. For instance, the Duer voice assistant uses face recognition to both approve payments, and make meal recommendations based on previous purchases. 

Are You Ready for the Voice UI Revolution?

Voice-based user interfaces are here to stay.

In the years to come, the chances are that developers and designers will need to learn how to use voice more consistently as part of their interface strategies. 

The good news is that although voice takes some getting used to as a design tool, it’s easy enough to make sure that your projects are moving in the right direction. Just like any other kind of design, implementing voice means thinking about whether the interactions and experiences that you’re delivering to end-users are seamless, effective, and valuable. 

Succeeding in voice UI isn’t just about adding the capacity for voice into your designs. It’s a matter of learning how to make user’s lives easier with the power of voice.

 

Featured image via Unsplash.

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It’s almost time for another season of change. Although the temperatures might not reflect it, this is the time of year where most of us start thinking about what’s next.

This collection of tools and resources for designers is just the spark to propel you forward with work as you think ahead. Here’s what’s new for designers this month.

Gradient.Art

Gradient.Art is a CSS-based gradient generator that’s packed with functionality and customization options. It’s more than just a color selector and is an actual gradient editor that allows you to work with a variety of controls to get just the color variations you want for projects. Create illustrations, patterns, icons, and more with this layer-based tool that’s still in beta.

Wicked Backgrounds

Wicked Backgrounds takes some of the headaches out of creating just the right background for website design projects. It’s another easy and customizable generator designed to help create backgrounds with great color, depth, and balance for various project types. The makers promise more features in the future as well.

Typedream

Typedream is not what you might expect from the name; it’s actually a website-building tool. It’s designed to help put the focus on the words of a design with a simple interface that most people can figure out. You can connect your own domain and then optimize for search with built-in SEO tags. It’s a zippy tool for simple sites.

Orbital

Orbital is a zero-friction, super-interactive, customizable place to gather online. Pop in for meetings, quick chats, open-door office hours, or cowork together through the day – all using the same link. This premium tool has super fun backgrounds and meeting spaces.

Access Guide

Access Guide is your one-stop guide to accessibility information for the web. It’s packed with articles and information to help you understand parts and all of the WCAG 2.1 guidelines, the official standard for accessibility online. (Plus, content is sorted into neat cards that make things easy to search and find.)

InLine

InLine is a free JavaScript library built to create a simple text editor for web applications and mobile apps. The tool claims to be the smallest WYSIWYG editor designed to fit into any layout. The plugin allows you to edit and customize text elements practically anywhere.

3D Bay

3D Bay is a collection of free three-dimensional stock images that you can use for various projects. Collections are searchable. Most of the images are actually 3D scene illustrations, a popular design element with many SaaS website designs.

MeisterNote

MeisterNote is a writing tool for teams. (It’s perfect for the new remote working world.) The interface is sleek and intuitive, and you can create customer workspaces for notes and teams to collaborate. One of the best functions might be the search feature, allowing you to find information in notes easily.

Shapecatcher

Shapecatcher solves an interesting problem. Have you ever visualized an element but don’t know what it is called or how to find it? This tool has a “drawbox” where you can sketch the element, and then it visually searches a database of 11,000-plus Unicode characters in multiple languages to find a close match that you can use online.

Batch Image Processing

Batch Image Processing allows you to edit, crop, and style or add watermarks groups of images all at once. It’s a web-based tool that does everything in a flash and allows you to redownloaded processed images for quick use. (It’s great if you need multiple photos with the same crop or size!)

Integrately

Integrately is an integration automation tool designed to help your apps, tools, and web elements talk back and forth. Connect apps to make tasks run on their own in ways that native software might not do alone. (Pro tip: Use it to connect with your email to send notifications or reports automatically.)

Vechai UI

Vechai UI is a set of high-quality, accessible React UI components with built-in dark mode using Tailwind CSS. Components include pre-designed headless UI and Radix UI.

Style Free HTML Bootstrap 4 Template

Style Free HTML Bootstrap 4 Template is a simple and minimally styled website template for a variety of project types. It’s a great website starter if you need to get a site up and running quickly.

Glass UI CSS Generator

Glass UI CSS Generator helps you create trending neumorphism/soft UI/glass UI style elements. The tool is a CSS generator that allows you to add some of your own elements and then pick styling options while outputting CSS and HTML.

Lineicons

Lineicons is a collection of more than 5,000 line icons that you can use for various projects. Every icon comes with free CDN, regular and light variations, an editor, and more to make it browsable and easy to use. The set has high legibility, and the free set of icons includes more than 500 options.

Carrd

Carrd is a simple, free, and responsive one-page website builder that you can do pretty much anything with. It’s perfect for personal profiles, landing pages, or one-page websites. All it takes is a little imagination.

AdonisJS

AdonisJS includes everything you need to create a fully functional web app or an API server. So stop wasting hours in downloading and assembling hundreds of packages and do it all with this framework for Node.js.

Eastman Condensed

Eastman Condensed is a beautiful and functional sans serif that’s easy to read. The demo version is free for personal use, but a commercial license for the full family is available.

Peachy Rose Font

Peachy Rose Font is a fun novelty option that is fun and light. Plus, it is free for any use, even commercial. The set is fairly large for a free option, with 233 characters.

Selga

Selga is an expressive and complex display font with a retro feel. The swashes and tails are especially nice on this typeface, which is free for personal use.

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Microservices have crafted highly flexible and adaptable IT infrastructures. Microservices is a unique software development approach that concentrates on creating single-function modules that work jointly to execute the same tasks. It enables you to alter only one service, without modifying the rest of the infrastructure. In simple words, one can easily deploy and change every service without affecting the functional facets of other applications or services. Instead of following an old monolithic architecture (sole app with manifold functions), testers and developers use this microservice approach to build independent modules for every function.

However, the microservice architecture can also make an app extra complicated, particularly when we add several functionalities. Likewise, testing the combined functionality of numerous services is a lot more complicated due to the distributed nature of the app. As microservices follow a dissimilar architecture, we also require an exceptional strategy for testing microservices. In this article, we will explore different tools for testing microservice applications. Testing microservices can assist us in eradicating several issues by avoiding a domino effect. 

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