Honeybee - Web-App Onboarding survey

Streamlined Profile Builder

I collected data and executed the visual, interactive, and information design.
I collaborated with Developers, CEO/Founders, and a Design Advisor

Honeybee - Web-App Onboarding survey

Streamlined Profile Builder

I collected data and executed the visual, interactive, and information design.
I collaborated with Developers, CEO/Founders, and a Design Advisor

Summary
Summary

This onboarding survey had an 87% completion rate

This onboarding survey had an 87% completion rate

This project was the first iteration to an onboarding survey. Our goal was to make the experience more personalized without adding too much friction.

This project was the first iteration to an onboarding survey. Our goal was to make the experience more personalized without adding too much friction.

Problem context

Users are trying to find a needle in a haystack

Research studies need participants. Honeybee is a web platform and app that lets people discover and sign up for research studies. But currently, people are having trouble finding eligible research studies. They visit the site and see a bunch of studies that they aren't eligible for.

Scrappy research due to limited resources

This was a small company focussed on moving quickly with limited resources. We focussed on maximizing

Problem scope

People can't find what they want

I reviewed our past surveys and analyzed them for pain points.

49% of users struggled

Out of the users that were unsatisfied, 49% of them said it was because they struggled to find the right research studies.

Research

Research studies are very picky for participants

Research studies often want a specific type of person, so users aren't always eligible for the studies they see.

Insight

  • Users see a bunch of studies that they are ineligible for

Research

Other websites asked questions

I looked at other websites on how they collected information to give a personalized experience. I then presented these findings to the CEO and developers on the team.

Insights

  • These services asked questions to personalize results

  • Sensitive questions were better asked during onboarding

  • Asking questions during onboarding also fit our developer needs better

Examples of online research

Design

A set of questions that was accurate but not overwhelming

I went through multiple iterations and design reviews with the CEO to decide on the final set of questions to ask. It needed to be accurate enough to capture the depth of what research studies needed, but also not too overwhelming.

First iteration

  • 4 sections

  • Included sensitive questions regarding children

Final iteration

  • 3 sections

  • Removed sensitive questions regarding children

Design

Encouraging users to not rush

I visited other platforms that offered health, research, or entertainment content to see how they personalized the experience

What a multiple selection question looks like

Key design decisions

  • Bigger answer options with icons to gather more visual interest

  • Prototypical icons and text to help convey meaning

  • Vibrant colors to elicit more positive affect when you select an option

Design

A progress bar that includes 3 different sections

The form has 3 sections and multiple questions within each section. How can we keep track of progress while encouraging the good feeling of progress?

Progress bar in section 1

Progress bar in section 3

Key design decisions

  • 3 separate progress bars to represent 3 separate sections

  • The current section's progress bar is enlarged and shows the current question progress

  • Place the progress bar near the Next button, so users are more likely to see the progress bar fill as they click, "next"

Design

Addressing sensitive questions

We anticipated users to be reluctanct to answer sensitive, health related questions. So we introduced the following to address this.

A general privacy statement

  • A general HIPAA, PIPEDA, PHIPA/PIPA statement at the beginning of the health section

Specific tooltips

  • Specifically addressing why we need the information

  • Create excitement about potential studies

Key design choice

  • Introduce both a general privacy statement and specific tooltips to address different kinds of worries.

Results

Users completed this onboarding survey reliably

With this project, we knew we were adding lots of friction to the onboarding experience. We relied on testing and reviews with the internal team and external advisors as we were limited with the research data we had.

87% completion rate

Bonus: Devs were more willing to ask me questions after this project