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  • Personalization Pyramid: A Framework for Designing with User Data

    Personalization Pyramid: A Framework for Designing with User Data

    As a UX skilled in today’s data-driven landscape, it’s extremely likely that you’ve been asked to design a personal digital experience, whether it’s a common website, user portal, or local application. However while there continues to be no lack of marketing buzz around personalization systems, we also have very few defined approaches for implementing personalized UX.

    That’s where we come in. After completing tens of personalisation projects over the past few years, we gave ourselves a purpose: could you make a systematic personalization platform especially for UX practitioners? The Personalization Pyramid is a designer-centric model for standing up human-centered customisation programs, spanning information, classification, content delivery, and general goals. By using this strategy, you will be able to understand the core elements of a modern, UX-driven personalization system ( or at the very least know enough to get started ).

    Getting Started

    For the sake of this article, we’ll believe you’re already familiar with the basics of online personalization. A nice guide can be found these: Website Personalization Planning. While Graphic jobs in this area can take on several different forms, they usually stem from identical starting positions.

    Common scenarios for starting a customisation task:

    • Your organization or client purchased a content management system ( CMS ) or marketing automation platform ( MAP ) or related technology that supports personalization
    • The CMO, CDO, or CIO has identified personalisation as a target
    • User data is disjointed or confusing
    • You are running some secluded targeting strategies or A/B tests
    • Partners disagree on personalization technique
    • Mandate of customer privacy rules ( e. g. GDPR ) requires revisiting existing user targeting practices

    Regardless of where you begin, a powerful personalization system will require the same key building stones. We’ve captured these as the “levels” on the tower. Whether you are a UX artist, scholar, or planner, understanding the core components may help make your contribution effective.

    From top to bottom, the rates include:

      North Star: What larger geopolitical target is driving the personalization system?
    1. Objectives: What are the specific, tangible benefits of the system?
    2. Touchpoints: Where will the personalized experience become served?
    3. Contexts and Campaigns: What personalization information does the person view?
    4. User Segments: What constitutes a special, suitable market?
    5. Actionable Data: What dependable and credible information is captured by our professional platform to generate personalization?
    6. Natural Data: What wider set of data is potentially available ( now in our environment ) allowing you to optimize?

    We’ll go through each of these amounts in change. To help make this practical, we created an following deck of cards to demonstrate specific examples from each degree. We’ve found them helpful in customisation brainstorming periods, and will include cases for you here.

    Starting at the Top

    The elements of the pyramids are as follows:

    North Star

    A northern sun is what you are aiming for total with your personalization system ( big or small ). The North Star defines the (one ) overall mission of the personalization program. What do you wish to perform? North Stars cast a ghost. The bigger the sun, the bigger the darkness. Example of North Starts may contain:

      Function: Personalize based on basic customer sources. Examples:” Raw” messages, basic search effects, system user settings and settings options, general flexibility, basic improvements
    1. Feature: Self-contained customisation componentry. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
    2. Experience: Personal user experiences across several interactions and consumer flows. Examples: Email campaigns, landing pages, advanced messaging ( i. e. C2C chat ) or conversational interfaces, larger user flows and content-intensive optimizations ( localization ).
    3. Solution: Highly differentiating customized product experiences. Example: Standalone, branded experience with personalization at their base, like the “algotorial” songs by Spotify quite as Discover Weekly.

    Goals

    As in any good UX design, personalization can help accelerate designing with customer intentions. Goals are the tactical and measurable metrics that will prove the overall program is successful. A good place to start is with your current analytics and measurement program and metrics you can benchmark against. In some cases, new goals may be appropriate. The key thing to remember is that personalization itself is not a goal, rather it is a means to an end. Common goals include:

    • Conversion
    • Time on task
    • Net promoter score ( NPS)
    • Customer satisfaction

    Touchpoints

    Touchpoints are where the personalization happens. As a UX designer, this will be one of your largest areas of responsibility. The touchpoints available to you will depend on how your personalization and associated technology capabilities are instrumented, and should be rooted in improving a user’s experience at a particular point in the journey. Touchpoints can be multi-device ( mobile, in-store, website ) but also more granular ( web banner, web pop-up etc. ). Here are some examples:

    Channel-level Touchpoints

    • Email: Role
    • Email: Time of open
    • In-store display ( JSON endpoint )
    • Native app
    • Search

    Wireframe-level Touchpoints

    • Web overlay
    • Web alert bar
    • Web banner
    • Web content block
    • Web menu

    If you’re designing for web interfaces, for example, you will likely need to include personalized “zones” in your wireframes. The content for these can be presented programmatically in touchpoints based on our next step, contexts and campaigns.

    Contexts and Campaigns

    Once you’ve outlined some touchpoints, you can consider the actual personalized content a user will receive. Many personalization tools will refer to these as” campaigns” ( so, for example, a campaign on a web banner for new visitors to the website ). These will programmatically be shown at certain touchpoints to certain user segments, as defined by user data. At this stage, we find it helpful to consider two separate models: a context model and a content model. The context helps you consider the level of engagement of the user at the personalization moment, for example a user casually browsing information vs. doing a deep-dive. Think of it in terms of information retrieval behaviors. The content model can then help you determine what type of personalization to serve based on the context ( for example, an” Enrich” campaign that shows related articles may be a suitable supplement to extant content ).

    Personalization Context Model:

    1. Browse
    2. Skim
    3. Nudge
    4. Feast

    Personalization Content Model:

    1. Alert
    2. Make Easier
    3. Cross-Sell
    4. Enrich

    We’ve written extensively about each of these models elsewhere, so if you’d like to read more you can check out Colin’s Personalization Content Model and Jeff’s Personalization Context Model.

    User Segments

    User segments can be created prescriptively or adaptively, based on user research ( e. g. via rules and logic tied to set user behaviors or via A/B testing ). At a minimum you will likely need to consider how to treat the unknown or first-time visitor, the guest or returning visitor for whom you may have a stateful cookie ( or equivalent post-cookie identifier ), or the authenticated visitor who is logged in. Here are some examples from the personalization pyramid:

    • Unknown
    • Guest
    • Authenticated
    • Default
    • Referred
    • Role
    • Cohort
    • Unique ID

    Actionable Data

    Every organization with any digital presence has data. It’s a matter of asking what data you can ethically collect on users, its inherent reliability and value, as to how can you use it ( sometimes known as “data activation”. ) Fortunately, the tide is turning to first-party data: a recent study by Twilio estimates some 80 % of businesses are using at least some type of first-party data to personalize the customer experience.

    First-party data represents multiple advantages on the UX front, including being relatively simple to collect, more likely to be accurate, and less susceptible to the” creep factor” of third-party data. So a key part of your UX strategy should be to determine what the best form of data collection is on your audiences. Here are some examples:

    There is a progression of profiling when it comes to recognizing and making decisioning about different audiences and their signals. It tends to move towards more granular constructs about smaller and smaller cohorts of users as time and confidence and data volume grow.

    While some combination of implicit / explicit data is generally a prerequisite for any implementation ( more commonly referred to as first party and third-party data ) ML efforts are typically not cost-effective directly out of the box. This is because a strong data backbone and content repository is a prerequisite for optimization. But these approaches should be considered as part of the larger roadmap and may indeed help accelerate the organization’s overall progress. Typically at this point you will partner with key stakeholders and product owners to design a profiling model. The profiling model includes defining approach to configuring profiles, profile keys, profile cards and pattern cards. A multi-faceted approach to profiling which makes it scalable.

    Pulling it Together

    While the cards comprise the starting point to an inventory of sorts ( we provide blanks for you to tailor your own ), a set of potential levers and motivations for the style of personalization activities you aspire to deliver, they are more valuable when thought of in a grouping.

    In assembling a card “hand”, one can begin to trace the entire trajectory from leadership focus down through a strategic and tactical execution. It is also at the heart of the way both co-authors have conducted workshops in assembling a program backlog—which is a fine subject for another article.

    In the meantime, what is important to note is that each colored class of card is helpful to survey in understanding the range of choices potentially at your disposal, it is threading through and making concrete decisions about for whom this decisioning will be made: where, when, and how.

    Lay Down Your Cards

    Any sustainable personalization strategy must consider near, mid and long-term goals. Even with the leading CMS platforms like Sitecore and Adobe or the most exciting composable CMS DXP out there, there is simply no “easy button” wherein a personalization program can be stood up and immediately view meaningful results. That said, there is a common grammar to all personalization activities, just like every sentence has nouns and verbs. These cards attempt to map that territory.

  • Mobile-First CSS: Is It Time for a Rethink?

    Mobile-First CSS: Is It Time for a Rethink?

    The mobile-first style approach is great—it focuses on what really matters to the consumer, it’s well-practiced, and it’s been a popular style design for years. But developing your CSS mobile-first should also be wonderful, too…right?

    Well, not necessarily. Classic mobile-first CSS development is based on the principle of overwriting style declarations: you begin your CSS with default style declarations, and overwrite and/or add new styles as you add breakpoints with min-width media queries for larger viewports (for a good overview see “What is Mobile First CSS and Why Does It Rock?”). But all those exceptions create complexity and inefficiency, which in turn can lead to an increased testing effort and a code base that’s harder to maintain. Admit it—how many of us willingly want that?

    On your own tasks, mobile-first CSS may yet be the best tool for the job, but first you need to assess just how ideal it is in light of the physical design and user interactions you’re working on. To help you get started, here’s how I go about tackling the elements you need to watch for, and I’ll discuss some alternative remedies if mobile-first doesn’t seem to fit your job.

    Benefits of mobile-first

    Some of the points to enjoy with mobile-first CSS growth —and why it’s been the de facto growth strategy for thus long—make a lot of feeling:

    Development pyramid. One thing you definitely get from mobile-first is a great development hierarchy—you only focus on the cellular view and get developing.

    Tried and tested. It’s a tried and tested technique that’s worked for years for a cause: it solves a problem actually also.

    Prioritizes the smart see. The smart watch is the simplest and probably the most important, as it encompasses all the important person journeys, and typically accounts for a higher proportion of user visits ( depending on the project ).

    Prevents desktop-centric development. As development is done using desktop computers, it can be tempting to initially focus on the desktop view. But thinking about mobile from the start prevents us from getting stuck later on, no one wants to spend their time retrofitting a desktop-centric site to work on mobile devices!

    Disadvantages of mobile-first

    Setting style declarations and then overwriting them at higher breakpoints can lead to undesirable ramifications:

    More complexity. The farther up the breakpoint hierarchy you go, the more unnecessary code you inherit from lower breakpoints.

    Higher CSS specificity. Styles that have been reverted to their browser default value in a class name declaration now have a higher specificity. This can be a headache on large projects when you want to keep the CSS selectors as simple as possible.

    Requires more regression testing. Changes to the CSS at a lower view ( like adding a new style ) requires all higher breakpoints to be regression tested.

    The browser can’t prioritize CSS downloads. At wider breakpoints, classic mobile-first min-width media queries don’t leverage the browser’s capability to download CSS files in priority order.

    The problem of property value overrides

    There is nothing inherently wrong with overwriting values, CSS was designed to do just that. Still, inheriting incorrect values is unhelpful and can be burdensome and inefficient. It can also lead to increased style specificity when you have to overwrite styles to reset them back to their defaults, something that may cause issues later on, especially if you are using a combination of bespoke CSS and utility classes. We won’t be able to use a utility class for a style that has been reset with a higher specificity.

    With this in mind, I’m developing CSS with a focus on the default values much more these days. Since there’s no specific order, and no chains of specific values to keep track of, this frees me to develop breakpoints simultaneously. I concentrate on finding common styles and isolating the specific exceptions in closed media query ranges (that is, any range with a max-width set). 

    This approach opens up some opportunities, as you can look at each breakpoint as a clean slate. If a component’s layout looks like it should be based on Flexbox at all breakpoints, it’s fine and can be coded in the default style sheet. But if it looks like Grid would be much better for large screens and Flexbox for mobile, these can both be done entirely independently when the CSS is put into closed media query ranges. Also, developing simultaneously requires you to have a good understanding of any given component in all breakpoints up front. This can help surface issues in the design earlier in the development process. We don’t want to get stuck down a rabbit hole building a complex component for mobile, and then get the designs for desktop and find they are equally complex and incompatible with the HTML we created for the mobile view!

    Though this approach isn’t going to suit everyone, I encourage you to give it a try. There are plenty of tools out there to help with concurrent development, such as Responsively App, Blisk, and many others.

    Having said that, I don’t feel the order itself is particularly relevant. If you are comfortable with focusing on the mobile view, have a good understanding of the requirements for other breakpoints, and prefer to work on one device at a time, then by all means stick with the classic development order. The important thing is to identify common styles and exceptions so you can put them in the relevant stylesheet—a sort of manual tree-shaking process! Personally, I find this a little easier when working on a component across breakpoints, but that’s by no means a requirement.

    Closed media query ranges in practice

    In classic mobile-first CSS we overwrite the styles, but we can avoid this by using media query ranges. To illustrate the difference ( I’m using SCSS for brevity ), let’s assume there are three visual designs:

    • smaller than 768
    • from 768 to below 1024
    • 1024 and anything larger

    Take a simple example where a block-level element has a default padding of “20px,” which is overwritten at tablet to be “40px” and set back to “20px” on desktop.

    Classic min-width mobile-first

    .my-block { padding: 20px; @media (min-width: 768px) { padding: 40px; } @media (min-width: 1024px) { padding: 20px; }}

    Closed media query range

    .my-block { padding: 20px; @media (min-width: 768px) and (max-width: 1023.98px) { padding: 40px; }}

    The subtle difference is that the mobile-first example sets the default padding to “20px” and then overwrites it at each breakpoint, setting it three times in total. In contrast, the second example sets the default padding to “20px” and only overrides it at the relevant breakpoint where it isn’t the default value (in this instance, tablet is the exception).

    The goal is to: 

    • Only set styles when needed. 
    • Not set them with the expectation of overwriting them later on, again and again. 

    To this end, closed media query ranges are our best friend. If we need to make a change to any given view, we make it in the CSS media query range that applies to the specific breakpoint. We’ll be much less likely to introduce unwanted alterations, and our regression testing only needs to focus on the breakpoint we have actually edited. 

    Taking the above example, if we find that .my-block spacing on desktop is already accounted for by the margin at that breakpoint, and since we want to remove the padding altogether, we could do this by setting the mobile padding in a closed media query range.

    .my-block {  @media (max-width: 767.98px) {    padding: 20px;  }  @media (min-width: 768px) and (max-width: 1023.98px) {    padding: 40px;  }}

    The browser default padding for our block is “0,” so instead of adding a desktop media query and using unset or “0” for the padding value (which we would need with mobile-first), we can wrap the mobile padding in a closed media query (since it is now also an exception) so it won’t get picked up at wider breakpoints. At the desktop breakpoint, we won’t need to set any padding style, as we want the browser default value.

    Bundling versus separating the CSS

    Back in the day, keeping the number of requests to a minimum was very important due to the browser's limit of concurrent requests (typically around six ). As a consequence, the use of image sprites and CSS bundling was the norm, with all the CSS being downloaded in one go, as one stylesheet with highest priority.

    With HTTP/2 and HTTP/3 now on the scene, the number of requests is no longer the big deal it used to be. This allows us to separate the CSS into multiple files by media query. The clear benefit of this is the browser can now request the CSS it currently needs with a higher priority than the CSS it doesn't. This is more performant and can reduce the overall time page rendering is blocked.

    Which HTTP version are you using?

    To determine which version of HTTP you're using, go to your website and open your browser's dev tools. Next, select the Network tab and make sure the Protocol column is visible. If "h2" is listed under Protocol, it means HTTP/2 is being used.

    Note: to view the Protocol in your browser's dev tools, go to the Network tab, reload your page, right-click any column header ( e. g., Name ), and check the Protocol column.

    Also, if your site is still using HTTP/1... WHY?!! What are you waiting for? There is excellent user support for HTTP/2.

    Splitting the CSS

    Separating the CSS into individual files is a worthwhile task. Linking the separate CSS files using the relevant media attribute allows the browser to identify which files are needed immediately (because they’re render-blocking) and which can be deferred. Based on this, it allocates each file an appropriate priority.

    In the following example of a website visited on a mobile breakpoint, we can see the mobile and default CSS are loaded with" Highest" priority, as they are currently needed to render the page. The remaining CSS files ( print, tablet, and desktop ) are still downloaded in case they'll be needed later, but with" Lowest" priority.

    With bundled CSS, the browser will have to download the CSS file and parse it before rendering can start.

    While, as noted, with the CSS separated into different files linked and marked up with the relevant media attribute, the browser can prioritize the files it currently needs. Using closed media query ranges allows the browser to do this at all widths, as opposed to classic mobile-first min-width queries, where the desktop browser would have to download all the CSS with Highest priority. We can’t assume that desktop users always have a fast connection. For instance, in many rural areas, internet connection speeds are still slow. 

    The media queries and number of separate CSS files will vary from project to project based on project requirements, but might look similar to the example below.

    Bundled CSS



    This single file contains all the CSS, including all media queries, and it will be downloaded with Highest priority.

    Separated CSS



    Separating the CSS and specifying a media attribute value on each link tag allows the browser to prioritize what it currently needs. Out of the five files listed above, two will be downloaded with Highest priority: the default file, and the file that matches the current media query. The others will be downloaded with Lowest priority.

    Depending on the project’s deployment strategy, a change to one file (mobile.css, for example) would only require the QA team to regression test on devices in that specific media query range. Compare that to the prospect of deploying the single bundled site.css file, an approach that would normally trigger a full regression test.

    Moving on

    The uptake of mobile-first CSS was a really important milestone in web development, it has helped front-end developers focus on mobile web applications, rather than developing sites on desktop and then attempting to retrofit them to work on other devices.

    I don't think anyone wants to return to that development model again, but it's important we don't lose sight of the issue it highlighted: that things can easily get convoluted and less efficient if we prioritize one particular device—any device—over others. For this reason, focusing on the CSS in its own right, always mindful of what is the default setting and what's an exception, seems like the natural next step. I've started noticing small simplifications in my own CSS, as well as other developers', and that testing and maintenance work is also a bit more simplified and productive.

    In general, simplifying CSS rule creation whenever we can is ultimately a cleaner approach than going around in circles of overrides. But whichever methodology you choose, it needs to suit the project. Mobile-first may—or may not—turn out to be the best choice for what's involved, but first you need to solidly understand the trade-offs you're stepping into.

  • To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    Image this. You’ve joined a club at your business that’s designing innovative product features with an focus on technology or AI. Or your business has really implemented a personalization website. Either way, you’re designing with statistics. Then what? When it comes to designing for personalization, there are many warning stories, no immediately achievement, and some guidelines for the baffled.

    Between the dream of getting it right and the fear of it going wrong—like when we encounter “persofails” in the vein of a company constantly imploring daily consumers to buy more toilet seats—the personalization gap is true. It’s an particularly confusing place to be a modern professional without a map, a map, or a strategy.

    For those of you venturing into customisation, there’s no Lonely Planet and some tour guides because powerful personalization is so specific to each group’s skills, systems, and market position.

    But you can ensure that your team has packed its bags sensibly.

    There’s a DIY formula to increase your chances for success. At minimum, you’ll defuse your boss’s irrational exuberance. Before the party you’ll need to effectively prepare.

    We call it prepersonalization.

    Behind the music

    Consider Spotify’s DJ feature, which debuted this past year.

    We’re used to seeing the polished final result of a personalization feature. Before the year-end award, the making-of backstory, or the behind-the-scenes victory lap, a personalized feature had to be conceived, budgeted, and prioritized. Before any personalization feature goes live in your product or service, it lives amid a backlog of worthy ideas for expressing customer experiences more dynamically.

    So how do you know where to place your personalization bets? How do you design consistent interactions that won’t trip up users or—worse—breed mistrust? We’ve found that for many budgeted programs to justify their ongoing investments, they first needed one or more workshops to convene key stakeholders and internal customers of the technology. Make yours count.

    ​ From Big Tech to fledgling startups, we’ve seen the same evolution up close with our clients. In our experiences with working on small and large personalization efforts, a program’s ultimate track record—and its ability to weather tough questions, work steadily toward shared answers, and organize its design and technology efforts—turns on how effectively these prepersonalization activities play out.

    Time and again, we’ve seen effective workshops separate future success stories from unsuccessful efforts, saving countless time, resources, and collective well-being in the process.

    A personalization practice involves a multiyear effort of testing and feature development. It’s not a switch-flip moment in your tech stack. It’s best managed as a backlog that often evolves through three steps:

    1. customer experience optimization ( CXO, also known as A/B testing or experimentation )
    2. always-on automations ( whether rules-based or machine-generated )
    3. mature features or standalone product development ( such as Spotify’s DJ experience )

    This is why we created our progressive personalization framework and why we’re field-testing an accompanying deck of cards: we believe that there’s a base grammar, a set of “nouns and verbs” that your organization can use to design experiences that are customized, personalized, or automated. You won’t need these cards. But we strongly recommend that you create something similar, whether that might be digital or physical.

    Set your kitchen timer

    How long does it take to cook up a prepersonalization workshop? The surrounding assessment activities that we recommend including can ( and often do ) span weeks. For the core workshop, we recommend aiming for two to three days. Here’s a summary of our broader approach along with details on the essential first-day activities.

    The full arc of the wider workshop is threefold:

      Kickstart: This sets the terms of engagement as you focus on the opportunity as well as the readiness and drive of your team and your leadership..
    1. Plan your work: This is the heart of the card-based workshop activities where you specify a plan of attack and the scope of work.
    2. Work your plan: This phase is all about creating a competitive environment for team participants to individually pitch their own pilots that each contain a proof-of-concept project, its business case, and its operating model.

    Give yourself at least a day, split into two large time blocks, to power through a concentrated version of those first two phases.

    Kickstart: Whet your appetite

    We call the first lesson the “landscape of connected experience“. It explores the personalization possibilities in your organization. A connected experience, in our parlance, is any UX requiring the orchestration of multiple systems of record on the backend. This could be a content-management system combined with a marketing-automation platform. It could be a digital-asset manager combined with a customer-data platform.

    Spark conversation by naming consumer examples and business-to-business examples of connected experience interactions that you admire, find familiar, or even dislike. This should cover a representative range of personalization patterns, including automated app-based interactions ( such as onboarding sequences or wizards ), notifications, and recommenders. We have a catalog of these in the cards. Here’s a list of 142 different interactions to jog your thinking.

    This is all about setting the table. What are the possible paths for the practice in your organization? If you want a broader view, here’s a long-form primer and a strategic framework.

    Assess each example that you discuss for its complexity and the level of effort that you estimate that it would take for your team to deliver that feature ( or something similar ). In our cards, we divide connected experiences into five levels: functions, features, experiences, complete products, and portfolios. Size your own build here. This will help to focus the conversation on the merits of ongoing investment as well as the gap between what you deliver today and what you want to deliver in the future.

    Next, have your team plot each idea on the following 2×2 grid, which lays out the four enduring arguments for a personalized experience. This is critical because it emphasizes how personalization can not only help your external customers but also affect your own ways of working. It’s also a reminder ( which is why we used the word argument earlier ) of the broader effort beyond these tactical interventions.

    Each team member should vote on where they see your product or service putting its emphasis. Naturally, you can’t prioritize all of them. The intention here is to flesh out how different departments may view their own upsides to the effort, which can vary from one to the next. Documenting your desired outcomes lets you know how the team internally aligns across representatives from different departments or functional areas.

    The third and final kickstart activity is about naming your personalization gap. Is your customer journey well documented? Will data and privacy compliance be too big of a challenge? Do you have content metadata needs that you have to address? ( We’re pretty sure that you do: it’s just a matter of recognizing the relative size of that need and its remedy. ) In our cards, we’ve noted a number of program risks, including common team dispositions. Our Detractor card, for example, lists six stakeholder behaviors that hinder progress.

    Effectively collaborating and managing expectations is critical to your success. Consider the potential barriers to your future progress. Press the participants to name specific steps to overcome or mitigate those barriers in your organization. As studies have shown, personalization efforts face many common barriers.

    At this point, you’ve hopefully discussed sample interactions, emphasized a key area of benefit, and flagged key gaps? Good—you’re ready to continue.

    Hit that test kitchen

    Next, let’s look at what you’ll need to bring your personalization recipes to life. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. Their capabilities are sweeping and powerful, and they present broad options for how your organization can conduct its activities. This presents the question: Where do you begin when you’re configuring a connected experience?

    What’s important here is to avoid treating the installed software like it were a dream kitchen from some fantasy remodeling project ( as one of our client executives memorably put it ). These software engines are more like test kitchens where your team can begin devising, tasting, and refining the snacks and meals that will become a part of your personalization program’s regularly evolving menu.

    The ultimate menu of the prioritized backlog will come together over the course of the workshop. And creating “dishes” is the way that you’ll have individual team stakeholders construct personalized interactions that serve their needs or the needs of others.

    The dishes will come from recipes, and those recipes have set ingredients.

    Verify your ingredients

    Like a good product manager, you’ll make sure—andyou’ll validate with the right stakeholders present—that you have all the ingredients on hand to cook up your desired interaction ( or that you can work out what needs to be added to your pantry ). These ingredients include the audience that you’re targeting, content and design elements, the context for the interaction, and your measure for how it’ll come together.

    This isn’t just about discovering requirements. Documenting your personalizations as a series of if-then statements lets the team:

    1. compare findings toward a unified approach for developing features, not unlike when artists paint with the same palette,
    2. specify a consistent set of interactions that users find uniform or familiar,
    3. and develop parity across performance measurements and key performance indicators too.

    This helps you streamline your designs and your technical efforts while you deliver a shared palette of core motifs of your personalized or automated experience.

    Compose your recipe

    What ingredients are important to you? Think of a who-what-when-why construct:

    • Who are your key audience segments or groups?
    • What kind of content will you give them, in what design elements, and under what circumstances?
    • And for which business and user benefits?

    We first developed these cards and card categories five years ago. We regularly play-test their fit with conference audiences and clients. And we still encounter new possibilities. But they all follow an underlying who-what-when-why logic.

    Here are three examples for a subscription-based reading app, which you can generally follow along with right to left in the cards in the accompanying photo below.

    1. Nurture personalization: When a guest or an unknown visitor interacts with a product title, a banner or alert bar appears that makes it easier for them to encounter a related title they may want to read, saving them time.
    2. Welcome automation: When there’s a newly registered user, an email is generated to call out the breadth of the content catalog and to make them a happier subscriber.
    3. Winback automation: Before their subscription lapses or after a recent failed renewal, a user is sent an email that gives them a promotional offer to suggest that they reconsider renewing or to remind them to renew.

    A useful preworkshop activity may be to think through a first draft of what these cards might be for your organization, although we’ve also found that this process sometimes flows best through cocreating the recipes themselves. Start with a set of blank cards, and begin labeling and grouping them through the design process, eventually distilling them to a refined subset of highly useful candidate cards.

    You can think of the later stages of the workshop as moving from recipes toward a cookbook in focus—like a more nuanced customer-journey mapping. Individual” cooks” will pitch their recipes to the team, using a common jobs-to-be-done format so that measurability and results are baked in, and from there, the resulting collection will be prioritized for finished design and delivery to production.

    Better kitchens require better architecture

    Simplifying a customer experience is a complicated effort for those who are inside delivering it. Beware anyone who says otherwise. With that being said,” Complicated problems can be hard to solve, but they are addressable with rules and recipes“.

    When personalization becomes a laugh line, it’s because a team is overfitting: they aren’t designing with their best data. Like a sparse pantry, every organization has metadata debt to go along with its technical debt, and this creates a drag on personalization effectiveness. Your AI’s output quality, for example, is indeed limited by your IA. Spotify’s poster-child prowess today was unfathomable before they acquired a seemingly modest metadata startup that now powers its underlying information architecture.

    You can definitely stand the heat …

    Personalization technology opens a doorway into a confounding ocean of possible designs. Only a disciplined and highly collaborative approach will bring about the necessary focus and intention to succeed. So banish the dream kitchen. Instead, hit the test kitchen to save time, preserve job satisfaction and security, and safely dispense with the fanciful ideas that originate upstairs of the doers in your organization. There are meals to serve and mouths to feed.

    This workshop framework gives you a fighting shot at lasting success as well as sound beginnings. Wiring up your information layer isn’t an overnight affair. But if you use the same cookbook and shared recipes, you’ll have solid footing for success. We designed these activities to make your organization’s needs concrete and clear, long before the hazards pile up.

    While there are associated costs toward investing in this kind of technology and product design, your ability to size up and confront your unique situation and your digital capabilities is time well spent. Don’t squander it. The proof, as they say, is in the pudding.

  • The Wax and the Wane of the Web

    The Wax and the Wane of the Web

    I offer a second bit of advice to friends and family when they become new relatives: When you start to believe that you’ve got everything figured out, everything will change. Simply as you start to get the hang of injections, diapers, and ordinary sleep, it’s time for solid foods, potty training, and nighttime sleep. When you figure those away, it’s time for school and unique sleep. The cycle goes on and on.

    The same applies for those of us working in design and development these times. Having worked on the web for about three years at this point, I’ve seen the typical wax and wane of concepts, strategies, and systems. Each day that we as developers and designers get into a regular rhythm, some innovative idea or technology comes down to shake things up and copy our world.

    How we got below

    I built my first website in the mid-’90s. Design and development on the web back then was a free-for-all, with few established norms. For any layout aside from a single column, we used table elements, often with empty cells containing a single pixel spacer GIF to add empty space. We styled text with numerous font tags, nesting the tags every time we wanted to vary the font style. And we had only three or four typefaces to choose from: Arial, Courier, or Times New Roman. When Verdana and Georgia came out in 1996, we rejoiced because our options had nearly doubled. The only safe colors to choose from were the 216 “web safe” colors known to work across platforms. The few interactive elements (like contact forms, guest books, and counters) were mostly powered by CGI scripts (predominantly written in Perl at the time). Achieving any kind of unique look involved a pile of hacks all the way down. Interaction was often limited to specific pages in a site.

    The birth of web standards

    At the turn of the century, a new cycle started. Crufty code littered with table layouts and font tags waned, and a push for web standards waxed. Newer technologies like CSS got more widespread adoption by browsers makers, developers, and designers. This shift toward standards didn’t happen accidentally or overnight. It took active engagement between the W3C and browser vendors and heavy evangelism from folks like the Web Standards Project to build standards. A List Apart and books like Designing with Web Standards by Jeffrey Zeldman played key roles in teaching developers and designers why standards are important, how to implement them, and how to sell them to their organizations. And approaches like progressive enhancement introduced the idea that content should be available for all browsers—with additional enhancements available for more advanced browsers. Meanwhile, sites like the CSS Zen Garden showcased just how powerful and versatile CSS can be when combined with a solid semantic HTML structure.

    Server-side languages like PHP, Java, and.NET overtook Perl as the predominant back-end processors, and the cgi-bin was tossed in the trash bin. With these better server-side tools came the first era of web applications, starting with content-management systems ( particularly in the blogging space with tools like Blogger, Grey Matter, Movable Type, and WordPress ). In the mid-2000s, AJAX opened doors for asynchronous interaction between the front end and back end. Suddenly, pages could update their content without needing to reload. A crop of JavaScript frameworks like Prototype, YUI, and jQuery arose to help developers build more reliable client-side interaction across browsers that had wildly varying levels of standards support. Techniques like image replacement let crafty designers and developers display fonts of their choosing. And technologies like Flash made it possible to add animations, games, and even more interactivity.

    These new technologies, standards, and techniques reinvigorated the industry in many ways. Web design flourished as designers and developers explored more diverse styles and layouts. But we still relied on tons of hacks. Early CSS was a huge improvement over table-based layouts when it came to basic layout and text styling, but its limitations at the time meant that designers and developers still relied heavily on images for complex shapes ( such as rounded or angled corners ) and tiled backgrounds for the appearance of full-length columns (among other hacks ). Complicated layouts required all manner of nested floats or absolute positioning ( or both ). Flash and image replacement for custom fonts was a great start toward varying the typefaces from the big five, but both hacks introduced accessibility and performance problems. And JavaScript libraries made it easy for anyone to add a dash of interaction to pages, although at the cost of doubling or even quadrupling the download size of simple websites.

    The web as software platform

    The symbiosis between the front end and back end continued to improve, and that led to the current era of modern web applications. Between expanded server-side programming languages ( which kept growing to include Ruby, Python, Go, and others ) and newer front-end tools like React, Vue, and Angular, we could build fully capable software on the web. Alongside these tools came others, including collaborative version control, build automation, and shared package libraries. What was once primarily an environment for linked documents became a realm of infinite possibilities.

    At the same time, mobile devices became more capable, and they gave us internet access in our pockets. Mobile apps and responsive design opened up opportunities for new interactions anywhere and any time.

    This combination of capable mobile devices and powerful development tools contributed to the waxing of social media and other centralized tools for people to connect and consume. As it became easier and more common to connect with others directly on Twitter, Facebook, and even Slack, the desire for hosted personal sites waned. Social media offered connections on a global scale, with both the good and bad that that entails.

    Want a much more extensive history of how we got here, with some other takes on ways that we can improve? Jeremy Keith wrote” Of Time and the Web“. Or check out the” Web Design History Timeline” at the Web Design Museum. Neal Agarwal also has a fun tour through” Internet Artifacts“.

    Where we are now

    In the last couple of years, it’s felt like we’ve begun to reach another major inflection point. As social-media platforms fracture and wane, there’s been a growing interest in owning our own content again. There are many different ways to make a website, from the tried-and-true classic of hosting plain HTML files to static site generators to content management systems of all flavors. The fracturing of social media also comes with a cost: we lose crucial infrastructure for discovery and connection. Webmentions, RSS, ActivityPub, and other tools of the IndieWeb can help with this, but they’re still relatively underimplemented and hard to use for the less nerdy. We can build amazing personal websites and add to them regularly, but without discovery and connection, it can sometimes feel like we may as well be shouting into the void.

    Browser support for CSS, JavaScript, and other standards like web components has accelerated, especially through efforts like Interop. New technologies gain support across the board in a fraction of the time that they used to. I often learn about a new feature and check its browser support only to find that its coverage is already above 80 percent. Nowadays, the barrier to using newer techniques often isn’t browser support but simply the limits of how quickly designers and developers can learn what’s available and how to adopt it.

    Today, with a few commands and a couple of lines of code, we can prototype almost any idea. All the tools that we now have available make it easier than ever to start something new. But the upfront cost that these frameworks may save in initial delivery eventually comes due as upgrading and maintaining them becomes a part of our technical debt.

    If we rely on third-party frameworks, adopting new standards can sometimes take longer since we may have to wait for those frameworks to adopt those standards. These frameworks—which used to let us adopt new techniques sooner—have now become hindrances instead. These same frameworks often come with performance costs too, forcing users to wait for scripts to load before they can read or interact with pages. And when scripts fail ( whether through poor code, network issues, or other environmental factors ), there’s often no alternative, leaving users with blank or broken pages.

    Where do we go from here?

    Today’s hacks help to shape tomorrow’s standards. And there’s nothing inherently wrong with embracing hacks —for now—to move the present forward. Problems only arise when we’re unwilling to admit that they’re hacks or we hesitate to replace them. So what can we do to create the future we want for the web?

    Build for the long haul. Optimize for performance, for accessibility, and for the user. Weigh the costs of those developer-friendly tools. They may make your job a little easier today, but how do they affect everything else? What’s the cost to users? To future developers? To standards adoption? Sometimes the convenience may be worth it. Sometimes it’s just a hack that you’ve grown accustomed to. And sometimes it’s holding you back from even better options.

    Start from standards. Standards continue to evolve over time, but browsers have done a remarkably good job of continuing to support older standards. The same isn’t always true of third-party frameworks. Sites built with even the hackiest of HTML from the’ 90s still work just fine today. The same can’t always be said of sites built with frameworks even after just a couple years.

    Design with care. Whether your craft is code, pixels, or processes, consider the impacts of each decision. The convenience of many a modern tool comes at the cost of not always understanding the underlying decisions that have led to its design and not always considering the impact that those decisions can have. Rather than rushing headlong to “move fast and break things”, use the time saved by modern tools to consider more carefully and design with deliberation.

    Always be learning. If you’re always learning, you’re also growing. Sometimes it may be hard to pinpoint what’s worth learning and what’s just today’s hack. You might end up focusing on something that won’t matter next year, even if you were to focus solely on learning standards. ( Remember XHTML? ) But constant learning opens up new connections in your brain, and the hacks that you learn one day may help to inform different experiments another day.

    Play, experiment, and be weird! This web that we’ve built is the ultimate experiment. It’s the single largest human endeavor in history, and yet each of us can create our own pocket within it. Be courageous and try new things. Build a playground for ideas. Make goofy experiments in your own mad science lab. Start your own small business. There has never been a more empowering place to be creative, take risks, and explore what we’re capable of.

    Share and amplify. As you experiment, play, and learn, share what’s worked for you. Write on your own website, post on whichever social media site you prefer, or shout it from a TikTok. Write something for A List Apart! But take the time to amplify others too: find new voices, learn from them, and share what they’ve taught you.

    Go forth and make

    As designers and developers for the web ( and beyond ), we’re responsible for building the future every day, whether that may take the shape of personal websites, social media tools used by billions, or anything in between. Let’s imbue our values into the things that we create, and let’s make the web a better place for everyone. Create that thing that only you are uniquely qualified to make. Then share it, make it better, make it again, or make something new. Learn. Make. Share. Grow. Rinse and repeat. Every time you think that you’ve mastered the web, everything will change.

  • Opportunities for AI in Accessibility

    Opportunities for AI in Accessibility

    In studying Joe Dolson’s new item on the crossroads of AI and affordability, I positively appreciated the suspicion that he has for AI in public as well as for the ways that many have been using it. In fact, I’m very skeptical of AI myself, despite my role at Microsoft as an accessibility technology strategist who helps manage the AI for Accessibility award program. As with any tool, AI can be used in quite productive, equitable, and visible ways, and it can also be used in dangerous, unique, and dangerous ones. And there are a ton of uses somewhere in the mediocre middle as well.

    I’d like you to consider this a “yes … and” piece to complement Joe’s post. I’m not trying to refute any of what he’s saying but rather provide some visibility to projects and opportunities where AI can make meaningful differences for people with disabilities. To be clear, I’m not saying that there aren’t real risks or pressing issues with AI that need to be addressed—there are, and we’ve needed to address them, like, yesterday—but I want to take a little time to talk about what’s possible in hopes that we’ll get there one day.

    Alternative text

    Joe’s piece spends a lot of time talking about computer-vision models generating alternative text. He highlights a ton of valid issues with the current state of things. And while computer-vision models continue to improve in the quality and richness of detail in their descriptions, their results aren’t great. As he rightly points out, the current state of image analysis is pretty poor—especially for certain image types—in large part because current AI systems examine images in isolation rather than within the contexts that they’re in ( which is a consequence of having separate “foundation” models for text analysis and image analysis ). Today’s models aren’t trained to distinguish between images that are contextually relevant ( that should probably have descriptions ) and those that are purely decorative ( which might not need a description ) either. Still, I still think there’s potential in this space.

    As Joe mentions, human-in-the-loop authoring of alt text should absolutely be a thing. And if AI can pop in to offer a starting point for alt text—even if that starting point might be a prompt saying What is this BS? That’s not right at all … Let me try to offer a starting point— I think that’s a win.

    Taking things a step further, if we can specifically train a model to analyze image usage in context, it could help us more quickly identify which images are likely to be decorative and which ones likely require a description. That will help reinforce which contexts call for image descriptions and it’ll improve authors ‘ efficiency toward making their pages more accessible.

    While complex images—like graphs and charts—are challenging to describe in any sort of succinct way ( even for humans ), the image example shared in the GPT4 announcement points to an interesting opportunity as well. Let’s suppose that you came across a chart whose description was simply the title of the chart and the kind of visualization it was, such as: Pie chart comparing smartphone usage to feature phone usage among US households making under$ 30, 000 a year. ( That would be a pretty awful alt text for a chart since that would tend to leave many questions about the data unanswered, but then again, let’s suppose that that was the description that was in place. ) If your browser knew that that image was a pie chart ( because an onboard model concluded this ), imagine a world where users could ask questions like these about the graphic:

    • Do more people use smartphones or feature phones?
    • How many more?
    • Is there a group of people that don’t fall into either of these buckets?
    • How many is that?

    Setting aside the realities of large language model ( LLM) hallucinations—where a model just makes up plausible-sounding “facts” —for a moment, the opportunity to learn more about images and data in this way could be revolutionary for blind and low-vision folks as well as for people with various forms of color blindness, cognitive disabilities, and so on. It could also be useful in educational contexts to help people who can see these charts, as is, to understand the data in the charts.

    Taking things a step further: What if you could ask your browser to simplify a complex chart? What if you could ask it to isolate a single line on a line graph? What if you could ask your browser to transpose the colors of the different lines to work better for form of color blindness you have? What if you could ask it to swap colors for patterns? Given these tools ‘ chat-based interfaces and our existing ability to manipulate images in today’s AI tools, that seems like a possibility.

    Now imagine a purpose-built model that could extract the information from that chart and convert it to another format. For example, perhaps it could turn that pie chart ( or better yet, a series of pie charts ) into more accessible ( and useful ) formats, like spreadsheets. That would be amazing!

    Matching algorithms

    Safiya Umoja Noble absolutely hit the nail on the head when she titled her book Algorithms of Oppression. While her book was focused on the ways that search engines reinforce racism, I think that it’s equally true that all computer models have the potential to amplify conflict, bias, and intolerance. Whether it’s Twitter always showing you the latest tweet from a bored billionaire, YouTube sending us into a Q-hole, or Instagram warping our ideas of what natural bodies look like, we know that poorly authored and maintained algorithms are incredibly harmful. A lot of this stems from a lack of diversity among the people who shape and build them. When these platforms are built with inclusively baked in, however, there’s real potential for algorithm development to help people with disabilities.

    Take Mentra, for example. They are an employment network for neurodivergent people. They use an algorithm to match job seekers with potential employers based on over 75 data points. On the job-seeker side of things, it considers each candidate’s strengths, their necessary and preferred workplace accommodations, environmental sensitivities, and so on. On the employer side, it considers each work environment, communication factors related to each job, and the like. As a company run by neurodivergent folks, Mentra made the decision to flip the script when it came to typical employment sites. They use their algorithm to propose available candidates to companies, who can then connect with job seekers that they are interested in, reducing the emotional and physical labor on the job-seeker side of things.

    When more people with disabilities are involved in the creation of algorithms, that can reduce the chances that these algorithms will inflict harm on their communities. That’s why diverse teams are so important.

    Imagine that a social media company’s recommendation engine was tuned to analyze who you’re following and if it was tuned to prioritize follow recommendations for people who talked about similar things but who were different in some key ways from your existing sphere of influence. For example, if you were to follow a bunch of nondisabled white male academics who talk about AI, it could suggest that you follow academics who are disabled or aren’t white or aren’t male who also talk about AI. If you took its recommendations, perhaps you’d get a more holistic and nuanced understanding of what’s happening in the AI field. These same systems should also use their understanding of biases about particular communities—including, for instance, the disability community—to make sure that they aren’t recommending any of their users follow accounts that perpetuate biases against (or, worse, spewing hate toward ) those groups.

    Other ways that AI can helps people with disabilities

    If I weren’t trying to put this together between other tasks, I’m sure that I could go on and on, providing all kinds of examples of how AI could be used to help people with disabilities, but I’m going to make this last section into a bit of a lightning round. In no particular order:

      Voice preservation. You may have seen the VALL-E paper or Apple’s Global Accessibility Awareness Day announcement or you may be familiar with the voice-preservation offerings from Microsoft, Acapela, or others. It’s possible to train an AI model to replicate your voice, which can be a tremendous boon for people who have ALS ( Lou Gehrig’s disease ) or motor-neuron disease or other medical conditions that can lead to an inability to talk. This is, of course, the same tech that can also be used to create audio deepfakes, so it’s something that we need to approach responsibly, but the tech has truly transformative potential.
    • Voice recognition. Researchers like those in the Speech Accessibility Project are paying people with disabilities for their help in collecting recordings of people with atypical speech. As I type, they are actively recruiting people with Parkinson’s and related conditions, and they have plans to expand this to other conditions as the project progresses. This research will result in more inclusive data sets that will let more people with disabilities use voice assistants, dictation software, and voice-response services as well as control their computers and other devices more easily, using only their voice.
    • Text transformation. The current generation of LLMs is quite capable of adjusting existing text content without injecting hallucinations. This is hugely empowering for people with cognitive disabilities who may benefit from text summaries or simplified versions of text or even text that’s prepped for Bionic Reading.

    The importance of diverse teams and data

    We need to recognize that our differences matter. Our lived experiences are influenced by the intersections of the identities that we exist in. These lived experiences—with all their complexities ( and joys and pain ) —are valuable inputs to the software, services, and societies that we shape. Our differences need to be represented in the data that we use to train new models, and the folks who contribute that valuable information need to be compensated for sharing it with us. Inclusive data sets yield more robust models that foster more equitable outcomes.

    Want a model that doesn’t demean or patronize or objectify people with disabilities? Make sure that you have content about disabilities that’s authored by people with a range of disabilities, and make sure that that’s well represented in the training data.

    Want a model that doesn’t use ableist language? You may be able to use existing data sets to build a filter that can intercept and remediate ableist language before it reaches readers. That being said, when it comes to sensitivity reading, AI models won’t be replacing human copy editors anytime soon.

    Want a coding copilot that gives you accessible recommendations from the jump? Train it on code that you know to be accessible.


    I have no doubt that AI can and will harm people … today, tomorrow, and well into the future. But I also believe that we can acknowledge that and, with an eye towards accessibility ( and, more broadly, inclusion ), make thoughtful, considerate, and intentional changes in our approaches to AI that will reduce harm over time as well. Today, tomorrow, and well into the future.


    Many thanks to Kartik Sawhney for helping me with the development of this piece, Ashley Bischoff for her invaluable editorial assistance, and, of course, Joe Dolson for the prompt.

  • I am a creative.

    I am a creative.

    I am a innovative. What I do is alchemy. It is a secret. I do not so many do it, since let it be done through me.

    I am a innovative. Not all creative individuals like this brand. Certainly all see themselves this method. Some creative individuals see research in what they do. That is their reality, and I regard it. Sometimes I even envy them, a minor. But my approach is different—my becoming is unique.

    Apologizing and qualifying in progress is a diversion. That’s what my mind does to destroy me. I set it aside for today. I may come back later to forgive and count. After I’ve said what I came to say. Which is challenging enough.

    Except when it is simple and flows like a valley of wine.

    Sometimes it does come that method. Maybe what I need to build comes in an instant. I have learned not to say it at that time, because if you admit that sometimes the idea only comes and it is the best idea and you know it is the best idea, they think you don’t work hard enough.

    Maybe I work and work and work until the plan comes. Often it comes suddenly and I don’t tell people for three weeks. Maybe I’m so excited by the idea that came immediately that I blurt it out, can’t help myself. Like a child who found a medal in his Cracker Jacks. Often I get away with this. Maybe other people agree: yes, that is the best plan. Most days they don’t and I regret having given way to joy.

    Joy is best saved for the conference where it will make a difference. Certainly the everyday get-together that accompanies that gathering by two different meetings. Anyone knows why we have all these sessions. We keep saying we’re doing away with them, but then only finding other ways to include them. Sometimes they are also great. But other times they are a diversion from the actual job. The percentages between when conferences are important, and when they are a sad distraction, vary, depending on what you do and where you do it. And who you are and how you do it. Suddenly I digress. I am a innovative. That is the style.

    Often many hours of hard and persistent work produce something that is rarely serviceable. Maybe I have to accept that and move on to the next task.

    Don’t question about method. I am a innovative.

    I am a artistic. I don’t command my goals. And I don’t handle my best tips.

    I can nail aside, surround myself with information or photos, and maybe that works. I can go for a walk, and occasionally that works. I may be making breakfast and there’s a Eureka having nothing to do with sizzling oil and flowing pots. Usually I know what to do the instant I wake up. And then, nearly as often, as I become aware and part of the world once, the idea that may have saved me turns to vanishing sand in a senseless storm of nothingness. For ingenuity, I believe, comes from that other world. The one we enter in aspirations, and possibly, before conception and after death. But that’s for authors to know, and I am not a writer. I am a artistic. And it’s for theologians to large forces about in their artistic world that they insist is true. But that is another diversion. And a miserable one. Even on a much more important issue than whether I am a inventive or not. But nevertheless a diversion from what I came here to say.

    Often the process is mitigation. And hardship. You know the cliché about the tortured designer? It’s true, even when the artist ( and let’s put that noun in quotes ) is trying to write a soft drink jingle, a callback in a tired sitcom, a budget request.

    Some people who hate being called artistic may become closeted artists, but that’s between them and their angels. No offence meant. Your wisdom is correct, too. But mine is for me.

    Creatives understand creatives.

    Creatives identify creatives like faggots recognize queers, like true rappers recognize true performers, like cons know cons. Creatives feel enormous regard for creatives. We love, respect, emulate, and nearly deify the excellent ones. To revere any man is, of course, a dreadful mistake. We have been warned. We know much. We know people are really people. They dispute, they are depressed, they regret their most critical decisions, they are weak and thirsty, they can be cruel, they can be just as terrible as we can, if, like us, they are clay. But. But. But they make this amazing thing. They birth something that did not exist before them, and could not exist without them. They are the mothers of ideas. And I suppose, since it’s just lying there, I have to add that they are the mothers of invention. Ba dum bum! OK, that’s done. Continue.

    Creatives belittle our own small achievements, because we compare them to those of the great ones. Beautiful animation! Well, I‘m no Miyazaki. Now THAT is greatness. That is greatness straight from the mind of God. This half-starved little thing that I made? It more or less fell off the back of the turnip truck. And the turnips weren’t even fresh.

    Creatives knows that, at best, they are Salieri. Even the creatives who are Mozart believe that.

    I am a creative. I haven’t worked in advertising in 30 years, but in my nightmares, it’s my former creative directors who judge me. And they are right to do so. I am too lazy, too facile, and when it really counts, my mind goes blank. There is no pill for creative dysfunction.

    I am a creative. Every deadline I make is an adventure that makes Indiana Jones look like a pensioner snoring in a deck chair. The longer I remain a creative, the faster I am when I do my work and the longer I brood and walk in circles and stare blankly before I do that work.

    I am still 10 times faster than people who are not creative, or people who have only been creative a short while, or people who have only been professionally creative a short while. It’s just that, before I work 10 times as fast as they do, I spend twice as long as they do putting the work off. I am that confident in my ability to do a great job when I put my mind to it. I am that addicted to the adrenaline rush of postponement. I am still that afraid of the jump.

    I am not an artist.

    I am a creative. Not an artist. Though I dreamed, as a lad, of someday being that. Some of us belittle our gifts and dislike ourselves because we are not Michelangelos and Warhols. That is narcissism—but at least we aren’t in politics.

    I am a creative. Though I believe in reason and science, I decide by intuition and impulse. And live with what follows—the catastrophes as well as the triumphs.

    I am a creative. Every word I’ve said here will annoy other creatives, who see things differently. Ask two creatives a question, get three opinions. Our disagreement, our passion about it, and our commitment to our own truth are, at least to me, the proofs that we are creatives, no matter how we may feel about it.

    I am a creative. I lament my lack of taste in the areas about which I know very little, which is to say almost all areas of human knowledge. And I trust my taste above all other things in the areas closest to my heart, or perhaps, more accurately, to my obsessions. Without my obsessions, I would probably have to spend my time looking life in the eye, and almost none of us can do that for long. Not honestly. Not really. Because much in life, if you really look at it, is unbearable.

    I am a creative. I believe, as a parent believes, that when I am gone, some small good part of me will carry on in the mind of at least one other person.

    Working saves me from worrying about work.

    I am a creative. I live in dread of my small gift suddenly going away.

    I am a creative. I am too busy making the next thing to spend too much time deeply considering that almost nothing I make will come anywhere near the greatness I comically aspire to.

    I am a creative. I believe in the ultimate mystery of process. I believe in it so much, I am even fool enough to publish an essay I dictated into a tiny machine and didn’t take time to review or revise. I won’t do this often, I promise. But I did it just now, because, as afraid as I might be of your seeing through my pitiful gestures toward the beautiful, I was even more afraid of forgetting what I came to say.

    There. I think I’ve said it.

  • How Small Businesses Win on Reddit in 2025

    How Small Businesses Win on Reddit in 2025

    How Small Businesses Win on Reddit in 2025 written by John Jantsch read more at Duct Tape Marketing

    The Duct Tape Marketing Podcast with Jim Squires In this episode of the Duct Tape Marketing Podcast, I interviewed Jim Squires, Executive Vice President of Business Marketing and Growth at Reddit. We explored how small businesses and marketing agencies can tap into Reddit’s communities to build authentic engagement, run effective Reddit Ads, and grow their […]

    How Small Businesses Win on Reddit in 2025 written by John Jantsch read more at Duct Tape Marketing

    The Duct Tape Marketing Podcast with Jim Squires

    In this episode of the Duct Tape Marketing Podcast, I interviewed Jim Squires, Executive Vice President of Business Marketing and Growth at Reddit. We explored how small businesses and marketing agencies can tap into Reddit’s communities to build authentic engagement, run effective Reddit Ads, and grow their brands through community-based marketing. Whether you’re looking for tips on Reddit organic engagement or want to maximize Reddit advertising for your business, Jim shared actionable strategies every small business owner and digital marketer should know.

    During our conversation, Jim highlighted how Reddit marketing strategies differ from traditional social media marketing. With over 100,000 active Reddit communities, businesses can reach highly engaged, niche audiences in ways that simply aren’t possible on other platforms. From interest-based targeting to upvote/downvote dynamics that prioritize authentic content, Reddit for businesses offers a unique opportunity to build community trust while driving both awareness and conversions.

    Key Takeaways:

    • Reddit is a community-driven platform where users gather around shared passions and interests, creating valuable opportunities for niche marketing strategies and online community marketing.
    • Unlike traditional social platforms, Reddit’s upvote/downvote system ensures the most helpful and engaging content rises to the top, rewarding brands that embrace authentic brand voice and transparency.
    • Small businesses can launch targeted campaigns quickly using Reddit Ads, benefiting from interest-based targeting that puts their message in front of the right communities without needing large budgets.
    • Reddit Pro, a free tool, helps businesses monitor trending conversations, track competitor mentions, and identify new content strategies through the Reddit trends tool.
    • Combining paid Reddit advertising with organic Reddit engagement allows businesses to build community trust while driving both brand awareness and sales.
    • For marketing agencies, Reddit offers unique reach into hard-to-access communities, especially for B2B marketing and localized small business marketing.
    • Successful brands on Reddit embrace transparency, engage directly with users through formats like AMAs, and avoid overly polished or sales-driven messaging, which is heavily discouraged by community self-promotion rules.
    • As online conversations and trust become critical to customer decision-making, Reddit offers small businesses a chance to be part of the dialogue in a way that builds long-term credibility and customer loyalty.

    Chapters:

    • [00:09] Introducing Jim Squires
    • [00:56] How Does Reddit Differ From Other Platforms?
    • [04:20] Impact of Search on Reddit
    • [05:54] Best Practices for Businesses on Reddit
    • [08:17] How Does Advertising Fit in on Reddit
    • [10:52] Getting Organic Reach on Reddit
    • [13:05] Small Business Mistakes on Reddit
    • [15:47] How to Measure Success on Reddit
    • [18:34] Meeting People Where They Are

    More About Jim Squires: 

    This episode of the Duct Tape Marketing Podcast is brought to you by

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    John Jantsch (00:00.981)

    Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Jim Squires. He’s a Reddit’s EVP of business marketing and growth. He oversees the strategy and expansion behind Reddit’s marketing efforts as they relate to our growing advertiser base. So their growing advertiser base is probably what I should have said. Jim, welcome to the show.

    Jim Squires (00:23.662)

    Hi John, it’s great to be here.

    John Jantsch (00:25.437)

    So I told you off air that I had Alexis on the show about five or six years ago. He’s no longer involved at all, In Reddit, Yeah. Yeah, yeah, yeah. So let’s talk a little bit about, you know, I think Reddit has started to get lumped into social platforms. I’m not sure that’s where they started. It certainly has its own.

    Jim Squires (00:35.975)

    Correct. Yep. Steve Hoffman is our CEO and founder actually from the very beginning.

    John Jantsch (00:53.579)

    personality, I guess, if you will. So talk a little bit about how the unique culture at Reddit on the platform kind of differ, is different from say LinkedIn and Facebook and some other social platforms.

    Jim Squires (00:59.97)

    Yep.

    Jim Squires (01:05.176)

    Yeah, yeah, it is unique. It’s a very different platform. It is, I describe it as a community of communities. And so you’ve got a hundred thousand plus active communities, everything from gaming to gardening, tech to travel, investing to interior design, really anything that you can think of is on there. And so people organize around their interests and their passions.

    And it’s very different from other platforms in the sense that even the dynamics, there’s not likes on the platform. There’s up votes and down votes, which means that only the really universally valuable, interesting things float up and get distribution. The stuff that’s really divisive or controversial gets a lot of up votes and down votes and then never gets anywhere. So it feels very different. It’s anonymous. So people use pseudonyms on the platforms. And so there’s a lot of different dimensions, but the biggest thing

    John Jantsch (01:38.923)

    Yeah, right.

    Jim Squires (02:02.318)

    to think about is those communities and the passion and how people organize around that.

    John Jantsch (02:05.525)

    Yes.

    Yeah, and really niche, right? mean, like subreddit, subreddit, subreddit of, you know, a very small community, right? But the people that are in that community are not just casual passerbys. I mean, they are like totally into it,

    Jim Squires (02:21.838)

    Yeah, yeah. I you have massive communities. There’s communities like be amazed or which car should I buy that have millions of people in them. And then to your point, you can go super niche and super deep into specific categories as well. So it really runs across the board.

    John Jantsch (02:33.953)

    Yeah.

    John Jantsch (02:41.825)

    So in terms of communication, engagement, participation, how would you say, you know, there in the early days, particularly, there was kind of this vibe of like behave here and be a good citizen or, know, you’ll get kicked out kind of thing, as opposed to say, I don’t know, all comers on Twitter or something, you know, might’ve been. So I’m sure as Reddit has grown, you know, some of that’s probably gone away, but would you say that that, that sort of DNA still exists? Yeah.

    Jim Squires (03:10.218)

    It definitely does. It is a, part of what I was describing before with this up vote, down vote dynamic that keeps bad behavior from bubbling over because it just, you’re just not rewarded for doing anything in that, in that area. You’ve got moderators for each of the communities that have their, their own rules and they govern how that community is going to, to engage. so,

    John Jantsch (03:24.107)

    Yeah, yeah.

    Jim Squires (03:35.822)

    between the rules of engagement and knowing that if you’re going to step out of line or behave poorly, one, no one’s gonna probably see it, and two, the moderator might ban you or take you out of that community. So it really keeps things positive and helpful for people.

    John Jantsch (03:47.445)

    Yeah, and-

    John Jantsch (03:52.85)

    And, poorly is not just calling people names. mean, it’s self-promotion too, right?

    Jim Squires (03:57.294)

    That’s exactly right. People, and this is great advice for small businesses as well, is people don’t, which is not unlike anywhere, even in our personal lives, they don’t like to be marketed to. They want to be spoken to. They know there’s humans behind these businesses and the more you can show that humanity of the business and engage with people in a way that doesn’t feel like you’re just being salesy or too overly polished, that resonates really well, especially on Reddit.

    John Jantsch (04:07.809)

    That’s right.

    John Jantsch (04:25.451)

    Yeah. So one of the things that it’s probably been going on longer, but certainly has been very noticeable maybe for the last three years is that, you know, Reddit used, it feels like Reddit used to exist in its own universe. And now you can’t do a Google search that doesn’t usually turn up some Reddit conversations. So how has that changed the dynamic of the platform?

    Jim Squires (04:45.772)

    Great. Yeah.

    It has, mean, it’s interesting because Reddit’s been around for 20 years doing its thing. And there actually is just this rich repository of all these conversations that have happened over 20 years. But it really has become even more important and it’s having a cultural moment right now because, and my view on this is because there’s so much AI-generated content and search, AI-generated search results pages and

    John Jantsch (05:09.013)

    Yeah.

    Jim Squires (05:18.616)

    People have grown tired of paid influencers. They see through that and they’re much more savvy on being sold to. And so there really is this desire to have a more authentic connection, really hear from people, hear their real opinions about things. And so many people, to your point, they come in through a search. they’re looking for, they’re going camping and they’re getting into camping. Gear is a really big part of any hobby and passion that you have.

    John Jantsch (05:46.849)

    Yeah, yeah.

    Jim Squires (05:48.268)

    looking for something in particular, Reddit pops up in the search results and then they find themselves now in these conversations. So a lot of people discover Reddit through search and then they stay for the community because they realize, wow, there’s so much more here beyond just that camping gear I was just looking for.

    John Jantsch (06:04.651)

    Yeah. So, however, commerce is happening, right? on Reddit. So, so let’s talk a little bit about, if I’m in a small business and I thought, I’m playing on all these other platforms. How can I get into Reddit? Or if I’m an agency and I’m thinking, you know, how do I bring my clients, and get value out of Reddit? You know, I’m sure it depends on the business and the niche and what your goals are.

    Jim Squires (06:10.188)

    Right, it is, definitely.

    John Jantsch (06:29.877)

    But in general, is there kind of a best practice approach to get yourself up and going on Reddit?

    Jim Squires (06:37.004)

    Yep. I we keep it really simple and it’s relevant for really whatever category you’re in or whatever business that you’re running. There is a really easy to use ads interface. is the easiest way to, you small businesses don’t typically have a lot of time. They want to get to results and find new customers quickly. And so we make it easy to through ads, just quickly get distribution. And so you can take, you know, if you’re running advertising on another platform,

    make it really easy to import that campaign over. You can use the AI tools to automate things and just get it going really quickly. And really, just with a few hundred dollars, you can start seeing progress and seeing and getting new customers. In fact, we should throw it in the notes, but we have for duct tape marketing listeners, we’ve got a promo code, duct tape 500 that they can use to get started on ads if they want to. But I recommend that’s just the easiest way to dip your toe in is just get

    ads going and I can talk more about tactically how that works. And then the other thing I want to call out is we have a free set of tools to also get going. And so we call it Reddit Pro. And through Reddit Pro, you can get your official presence on Reddit, so your official profile, and you can start actually seeing trends. So what are people saying about your business, your competitors? What are people talking about in your category? What’s trending? What’s interesting?

    John Jantsch (07:36.683)

    Yeah. Yeah.

    John Jantsch (07:58.497)

    Hmm.

    Jim Squires (08:02.67)

    and then actually shows you which of those communities you can go into and learn more. And you can even start engaging as the official business. People love to hear from businesses when they’re authentic and they’re talking as humans and getting some inside tracks. That’s the other thing you can do.

    John Jantsch (08:13.974)

    Yeah, yeah.

    Yeah. Serving and solving problems, right? So, so let’s, I want to get back to organic in a minute, but let’s touch on the advertising again. You said it’s duct tape 500. that’s D U C T T A P E 500. And if you spend 500, you’re going to get 500. So that’s kind of the way that deal works. How does advertising, I know some platforms that were traditionally very organic and then figured out, we got to make money.

    Jim Squires (08:19.812)

    I like that, yes, well said.

    Jim Squires (08:34.562)

    That’s right. That’s right.

    John Jantsch (08:45.069)

    we’re going to sell ads. The ads, they struggle with how do we get those in? How are people going to view those? And obviously an ad is a call to action quite often, by now kind of thing. So how does that fit in culturally?

    Jim Squires (08:57.742)

    Mm-hmm.

    Jim Squires (09:03.406)

    Well, it’s interesting. We took the reverse approach. So we started with ads before the organic. And so people got used to it pretty quickly as far as how it fits in. mean, a big part of it is kind of thinking about what communities are going to be most relevant to you. And we made that really easy as well. So for example, health and well-being, there’s lots of communities in that realm. So everything from

    John Jantsch (09:09.387)

    Okay.

    Jim Squires (09:32.142)

    The communities are always structured r slash. So r slash get motivated, r slash weight loss, r slash fitness. These are all in that health and wellness category. But as a small business, you don’t have time to go through and try to figure out which of these communities is going to be relevant to you. So you can just tag health as a interest category that you think is relevant for your products. And then the ad system will go out and pull all the relevant

    communities that might be of interest and the people that are in those communities, it’s anonymous, so that you can then get your ad in front of them either in those communities or when they’re in their feed or they’re in some other community on the site. So it’s a really easy way to get into those interests and then your product is gonna be very relevant for those individuals because they’ve expressed interest in that area.

    John Jantsch (10:26.155)

    So let’s say I want to do a combination. I want to actually build an organic presence as well as doing some advertising. What’s a, you know, it’s probably not an overnight solution, but what is, what’s a kind of best practices approach for getting some organic reach on?

    Jim Squires (10:43.82)

    Yeah, yeah. Well, you would want to set up your official profile. So you get that. This is now my business on Reddit. So people know that you’re the official voice of that business. And you really want to start. We just released a new product called Trends that’s free as part of Reddit Pro. And I always suggest just quickly jumping in. can actually specify.

    John Jantsch (10:48.289)

    Right,

    Jim Squires (11:09.966)

    keywords that you think are interesting or related to your business. And you can start seeing through your category what might be trending, what are people talking about? Are people talking about my business? Are they talking about my competitors’ businesses? What are they saying? And that gives you an entree into, okay, do I want to engage yet? Or I just want to kind of check things out and see what the tone is and see what’s happening there. Now the businesses that really…

    elevate and do really well are actually they start engaging and they start interacting with the community and people really appreciate. We talked earlier about showing the humanity of the business. They appreciate transparency. So having the good and the bad, it’s being, it’s, you know, talking about things that maybe not aren’t perfect, gets you a lot of credibility in a community and across Reddit. There is a

    a business that’s on Reddit that sells diaper bags, like travel diaper bags. It’s called the No Reception Club. And they jumped on there and they’re running ads. They also have an organic presence. And people were commenting that the bags were too expensive. They had really high price point. And so instead of just kind of withering away or not addressing that,

    John Jantsch (12:11.233)

    Yeah.

    Jim Squires (12:31.256)

    they hit a head on and started talking about why it’s a high price point because of all these features, the quality, they’ve got a lifetime warranty and that built so much credibility with people in those communities and went over a lot of people that were saying, I see, they actually engage in me and explained what is going on and that just gives you a lot of points.

    John Jantsch (12:52.479)

    Yeah, sure. So what are some of the challenges you’ve seen or maybe we could even say mistakes you’ve seen small businesses make, you know, really trying to engage on Reddit.

    Jim Squires (13:03.778)

    Yeah, yeah. Well, I mean, kind of the mistakes that get made relate to what we were just talking about. So you cut you come in and you can imagine like, like as humans, we don’t walk into a meeting or walk into a party and just start shouting about ourself. You you you ease your way in. You start talking. You get you get a feel for the vibe and what’s happening. And then you can talk about yourself and what you’re doing. And so the brands that that would show up or businesses that show up and and we coach on this so it doesn’t happen.

    very often, but if you show up and you are just just shouting with salesy messaging and and not being authentic and engaging that way, it’s a you’re not going to get shouted away. I you can show up with ads. People are used to ads and they’re not going to, know, you can turn off comments and not really worry about it that much. But again, as we were saying before, if you really want to elevate, you really want to have success in the platform. Being aware of that, even turning comments on.

    because you want to hear from people and you want to understand your customers, that’s kind where you elevate to the next level.

    John Jantsch (14:08.289)

    Ken, is there a type of content that performs questions, behind the scenes insights, educational posts, AMAs? mean, is there a certain type that you think performs better?

    Jim Squires (14:17.486)

    Yeah, that’s a great question.

    I love that. It’s not one specific type, but I like where you’re going. The angle on this is, within the different formats, what type of content might resonate. And I would say that, in general, that transparency and being willing to engage always does well. So the AMA is a perfect example of that. There was actually Oatly, the oat milk brand. I love they did an AMA and they invited

    Big dairy, know, big dairy businesses to come co-host with them and talk about climate footprint labeling. No one from Big Dairy showed up on that and took them up on it. Well, that small dairy showed up and there was a Scottish dairy farmer that showed up and actually engaged and talked through and they had a really good dialogue. So that type of content does well. Behind the scenes content is really, really good. I mean, you can imagine a microbrewery

    John Jantsch (14:53.131)

    Yeah, yeah.

    Jim Squires (15:19.778)

    taking you behind the scenes on how they brew their IPAs and people really want to geek out on that. They want to see the technical aspects of it, understand what’s behind the scenes. And what it does is it shows when you show, because we all, with each of our businesses, we have a passion for what we’re doing. That’s why we started that business. And so when you show that enthusiasm, that passion and that craft, these people in the communities, they have the same passion. And so it really resonates with them.

    John Jantsch (15:28.715)

    Yes.

    Jim Squires (15:48.396)

    and then they want to lean in and they want to learn more about

    John Jantsch (15:52.363)

    So imagine the CEO sitting around saying, okay, my agency says I need to be on Reddit. How do I know if I’m getting any return on being there? What type of reporting, what type of measurement is available for somebody to know? Am I having success?

    Jim Squires (16:02.359)

    Yeah.

    Jim Squires (16:09.57)

    Yep, yep. mean, that’s, that is the key. What am I, what have I accomplished here? So Reddit is a, it is, it’s multi objective. So it really, it really goes from, you know, top of the funnel reach all the way down to driving sales with what you’re trying to do. And so it depends on where you’re at in your life cycle and kind of what you’re trying to achieve. But I think about on the, discovery side, so people are showing up and they’re really open minded. They want to discover new products and services.

    I do look at the overall reach that you’re getting inside of these different communities and try to understand that. I think for most small businesses, they want to move faster and they want to just get new customers. And so then I suggest looking at the traffic that is coming off of your advertising and your organic presence. You can measure that directly and see what traffic you’re getting. And then ultimately, I look at the conversions and the new customers.

    that you’ve converted and the purchases that you can drive. So as part of the reporting, you have access to all of that to go to instrument it. And then based on your campaign, what you’re trying to achieve, that’s actually the key thing is a lot of times businesses show up and they haven’t crystallized. What am I actually trying to do with this campaign and making sure the creative ties to that? But having that really clear and then looking at the appropriate stats for that is really what I recommend.

    John Jantsch (17:22.879)

    Yeah, yeah, Right. Yeah.

    John Jantsch (17:33.835)

    So you mentioned the word creative. Is there a form of creative, you know, maybe that’s a little more tongue in cheek, a little more, or a little more cynical or, you know, just rather than just the traditional, we’re the best, bye from us.

    Jim Squires (17:46.382)

    Yeah, yeah, yeah. Well, there’s lots of memes on Reddit, definitely. You can play into that, and some brands really do that. My advice on the creative is not unlike advice you would give a friend is be yourself on this. And so if you are a really tongue in cheek, kind of clever brand, then that should come out in your creative. If you’re not, and you’re doing

    John Jantsch (17:50.093)

    Right.

    John Jantsch (18:01.695)

    Yeah, yeah, yeah.

    Jim Squires (18:12.858)

    You know, B2B is huge on the platform. And so if you’re doing some, somebody’s B2B, that’s more serious and that you feel like that’s actually not your thing. you don’t want to show up on Reddit and then start doing that. Cause that stands out as well. So I always like to have the, what, what, what are you as a brand? What do you stand for? What are you trying to communicate? And then have that tie in versus trying to, change yourself, to try to fit in or, or feel like it’s reddity or something that’s, that’s, that’s going to fit in there.

    John Jantsch (18:35.904)

    Yeah, yeah.

    Yeah, it’s probably no, no faster way to fail than to try to be something you’re not right. Right. So one of the things that we’ve seen over the last couple of years, you know, ties into AI ties into zero click, you know, searches, now is that, advice we’re giving people is like it or not. You’ve probably got to be a few more places where people are choosing to get their information and hang out.

    Jim Squires (18:44.866)

    That’s right. As people in life or on platforms. Yes, exactly.

    John Jantsch (19:08.737)

    And it’s not always search engines. How have you seen that impact Reddit or have you? guess I should ask first. Yeah.

    Jim Squires (19:09.005)

    Yeah.

    Jim Squires (19:13.186)

    Yeah, mean, it’s absolutely it’s a great it’s a great point. mean, there is a one one thing that is interesting about Reddit is that it has a lot of unduplicated reach. So people that are on Reddit that are on Facebook or Instagram or other other places. And so that is that’s counterintuitive because these other platforms are so big. But there actually are a lot of people that are on those other platforms. So being able

    John Jantsch (19:38.581)

    Well, and I suspect trust has a lot to do with it.

    Jim Squires (19:42.562)

    Yes, what they look at, that’s a great point. mean, people, it’s anonymous as we talked about before, people are sharing their unvarnished real opinions. And so people trust that because they’re enthusiastic. Yeah. So I think that ability to get to customers that you can’t get to on other platforms is something really to consider and think about when you’re looking at it.

    John Jantsch (19:43.553)

    Or lack thereof. Yeah, yeah.

    Yeah. Yeah.

    John Jantsch (20:08.651)

    Yes.

    Jim Squires (20:08.812)

    And so, yeah, so I think it does, that’s one of the things on why you would want to branch out. The other reason is that you have on all the different platforms, people are in different mindsets and they’re doing different things, which really affects what they may want to be purchasing or the decisions they may want to be making. So for example, on most platforms, targeting based on demo is really the standard.

    John Jantsch (20:38.079)

    Yeah.

    Jim Squires (20:38.274)

    If you were targeting me on another platform, you’re going to know that I live in San Francisco. I’m in my forties. you may know, you may know where I work. You know, there’s like certain things that you know about, about me. Well, you wouldn’t know that, know, on Reddit is that I’m really into mountain biking and that I’m in the market right now to get a, a, a heavy duty, bike rack for my car that can hold four bikes. Cause I want to have my kids and my wife be able to go with, with me.

    John Jantsch (20:50.315)

    Yeah.

    John Jantsch (20:55.477)

    Yeah.

    John Jantsch (21:06.241)

    Mmm… Yeah.

    Jim Squires (21:08.002)

    and that it can go long distances up into the mountains. You wouldn’t know that on another platform. And so that’s the different dimension. And so as a business, you wanna be where your customers are and you wanna be where they are making purchase decisions. We always say that conversations drive decisions. And so people are making those decisions through the process. That’s what I encourage.

    John Jantsch (21:21.835)

    Yes.

    John Jantsch (21:27.553)

    Yeah. And I certainly notice a lot of, anybody got advice on, know, kind of post, which is pretty high buyer intent, right? Um, yeah. So by the way, the Thule hitch rack, I swear by it. That’s the way I would go. That’s the way I have gone. and, and, and so now, now we need to talk about your, your, your setup on your bike. Uh, I’m a, I’m a Santa Cruz guy myself. Okay. Awesome.

    Jim Squires (21:34.318)

    That’s right.

    Jim Squires (21:39.162)

    Is that the way to go? Okay. Okay, that’s enough. I’m down to three right now.

    Jim Squires (21:50.401)

    I’m a Santa Cruz guy also, so I’ll get to 50-10, yes.

    John Jantsch (21:54.461)

    Awesome. There’s probably a Santa Cruz subreddit or at least a mountain bike subreddit.

    Jim Squires (21:57.806)

    They’re 100 % there. I was going to ask you, do you spend time on Reddit? How much do you spend phone?

    John Jantsch (22:02.825)

    Yeah, we have the, have, we do a lot of training of fractional CMOs and marketing consultants and agencies. So we participate in a few of those conversations for sure. Yeah.

    Jim Squires (22:13.966)

    Okay, there’s a lot of great small business communities, small business marketers. And so you can kind of as business use it in multiple ways. You’re using it to get to your customers and potential customers. And then you’re also using it for your own benefit for advice and understanding how to run your business along with other small business owners.

    John Jantsch (22:35.391)

    Yeah. And I mentioned that’s actually a pretty, pretty good way to start getting engaged is go in there and just start asking questions, right? mean, of stuff you truly want to know, that probably is going to create some engagement all on its own. Cause people love to give answers. Yeah.

    Jim Squires (22:41.806)

    Yep, definitely.

    Jim Squires (22:48.774)

    That’s exactly right. There’s nothing when you, and I also encourage people to say, people to when they start using it, when you do that first post and people start up voting it and you get literally karma points, that’s what we call it. So it shows you feel like, wow, I just added something of value to the universe. I’m getting these karma points. It feels really good. It’s like you’re contributing to this community. It’s a nice feeling.

    John Jantsch (23:06.261)

    Yeah. Yeah. Yeah.

    Well, Jim, I want to thank you for something by the duct tape marketing podcast. is there someplace you invite people to connect with you? Obviously we’ve been talking about Reddit, reddit.com. we got a special for you listeners, a duct tape 500 to get some ad spend. Is there anywhere else you’d want people to connect with you?

    Jim Squires (23:30.382)

    We have a young on on Reddit, of course, I’m Jim at reddit.com. I’m happy to connect with people and and yeah, just it’s great great being here I’m a fan of the the podcast and love what what you do with small businesses. So thank you for having me

    John Jantsch (23:47.381)

    Thanks so much again. Hopefully we’ll run into you. I’ve got a daughter that lives out in the Bay area, so maybe we’ll run into you one of these days out on the road. Awesome. Take care. Thanks.

    Jim Squires (23:53.666)

    I would love that. I would love that. Thanks, John. Take care. Bye-bye.

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  • User Research Is Storytelling

    User Research Is Storytelling

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    Use story as a framework to complete research

    It’s sad to say, but many have come to see studies as being inconsequential. If finances or timelines are small, analysis tends to be one of the first things to come. Instead of investing in research, some product managers rely on designers or—worse—their own opinion to make the “right” choices for users based on their experience or accepted best practices. That may get teams some of the way, but that approach can so easily miss out on solving users ‘ real problems. To remain user-centered, this is something we should avoid. User research elevates design. It keeps it on track, pointing to problems and opportunities. Being aware of the issues with your product and reacting to them can help you stay ahead of your competitors.

    In the three-act structure, each act corresponds to a part of the process, and each part is critical to telling the whole story. Let’s look at the different acts and how they align with user research.

    Act one: setup

    The setup is all about understanding the background, and that’s where foundational research comes in. Foundational research ( also called generative, discovery, or initial research ) helps you understand users and identify their problems. You’re learning about what exists today, the challenges users have, and how the challenges affect them—just like in the movies. To do foundational research, you can conduct contextual inquiries or diary studies ( or both! ), which can help you start to identify problems as well as opportunities. It doesn’t need to be a huge investment in time or money.

    Erika Hall writes about minimum viable ethnography, which can be as simple as spending 15 minutes with a user and asking them one thing:”‘ Walk me through your day yesterday.’ That’s it. Present that one request. Shut up and listen to them for 15 minutes. Do your damndest to keep yourself and your interests out of it. Bam, you’re doing ethnography”. According to Hall, “]This ] will probably prove quite illuminating. In the highly unlikely case that you didn’t learn anything new or useful, carry on with enhanced confidence in your direction”.

    This makes total sense to me. And I love that this makes user research so accessible. You don’t need to prepare a lot of documentation, you can just recruit participants and do it! This can yield a wealth of information about your users, and it’ll help you better understand them and what’s going on in their lives. That’s really what act one is all about: understanding where users are coming from.

    Jared Spool talks about the importance of foundational research and how it should form the bulk of your research. If you can draw from any additional user data that you can get your hands on, such as surveys or analytics, that can supplement what you’ve heard in the foundational studies or even point to areas that need further investigation. Together, all this data paints a clearer picture of the state of things and all its shortcomings. And that’s the beginning of a compelling story. It’s the point in the plot where you realize that the main characters—or the users in this case—are facing challenges that they need to overcome. Like in the movies, this is where you start to build empathy for the characters and root for them to succeed. And hopefully stakeholders are now doing the same. Their sympathy may be with their business, which could be losing money because users can’t complete certain tasks. Or maybe they do empathize with users ‘ struggles. Either way, act one is your initial hook to get the stakeholders interested and invested.

    Once stakeholders begin to understand the value of foundational research, that can open doors to more opportunities that involve users in the decision-making process. And that can guide product teams toward being more user-centered. This benefits everyone—users, the product, and stakeholders. It’s like winning an Oscar in movie terms—it often leads to your product being well received and successful. And this can be an incentive for stakeholders to repeat this process with other products. Storytelling is the key to this process, and knowing how to tell a good story is the only way to get stakeholders to really care about doing more research.

    This brings us to act two, where you iteratively evaluate a design or concept to see whether it addresses the issues.

    Act two: conflict

    Act two is all about digging deeper into the problems that you identified in act one. This usually involves directional research, such as usability tests, where you assess a potential solution ( such as a design ) to see whether it addresses the issues that you found. The issues could include unmet needs or problems with a flow or process that’s tripping users up. Like act two in a movie, more issues will crop up along the way. It’s here that you learn more about the characters as they grow and develop through this act.

    Usability tests should typically include around five participants according to Jakob Nielsen, who found that that number of users can usually identify most of the problems:” As you add more and more users, you learn less and less because you will keep seeing the same things again and again… After the fifth user, you are wasting your time by observing the same findings repeatedly but not learning much new”.

    There are parallels with storytelling here too, if you try to tell a story with too many characters, the plot may get lost. Having fewer participants means that each user’s struggles will be more memorable and easier to relay to other stakeholders when talking about the research. This can help convey the issues that need to be addressed while also highlighting the value of doing the research in the first place.

    Researchers have run usability tests in person for decades, but you can also conduct usability tests remotely using tools like Microsoft Teams, Zoom, or other teleconferencing software. This approach has become increasingly popular since the beginning of the pandemic, and it works well. You can think of in-person usability tests like going to a play and remote sessions as more like watching a movie. There are advantages and disadvantages to each. In-person usability research is a much richer experience. Stakeholders can experience the sessions with other stakeholders. You also get real-time reactions—including surprise, agreement, disagreement, and discussions about what they’re seeing. Much like going to a play, where audiences get to take in the stage, the costumes, the lighting, and the actors ‘ interactions, in-person research lets you see users up close, including their body language, how they interact with the moderator, and how the scene is set up.

    If in-person usability testing is like watching a play—staged and controlled—then conducting usability testing in the field is like immersive theater where any two sessions might be very different from one another. You can take usability testing into the field by creating a replica of the space where users interact with the product and then conduct your research there. Or you can go out to meet users at their location to do your research. With either option, you get to see how things work in context, things come up that wouldn’t have in a lab environment—and conversion can shift in entirely different directions. As researchers, you have less control over how these sessions go, but this can sometimes help you understand users even better. Meeting users where they are can provide clues to the external forces that could be affecting how they use your product. In-person usability tests provide another level of detail that’s often missing from remote usability tests.

    That’s not to say that the “movies” —remote sessions—aren’t a good option. Remote sessions can reach a wider audience. They allow a lot more stakeholders to be involved in the research and to see what’s going on. And they open the doors to a much wider geographical pool of users. But with any remote session there is the potential of time wasted if participants can’t log in or get their microphone working.

    The benefit of usability testing, whether remote or in person, is that you get to see real users interact with the designs in real time, and you can ask them questions to understand their thought processes and grasp of the solution. This can help you not only identify problems but also glean why they’re problems in the first place. Furthermore, you can test hypotheses and gauge whether your thinking is correct. By the end of the sessions, you’ll have a much clearer picture of how usable the designs are and whether they work for their intended purposes. Act two is the heart of the story—where the excitement is—but there can be surprises too. This is equally true of usability tests. Often, participants will say unexpected things, which change the way that you look at things —and these twists in the story can move things in new directions.

    Unfortunately, user research is sometimes seen as expendable. And too often usability testing is the only research process that some stakeholders think that they ever need. In fact, if the designs that you’re evaluating in the usability test aren’t grounded in a solid understanding of your users ( foundational research ), there’s not much to be gained by doing usability testing in the first place. That’s because you’re narrowing the focus of what you’re getting feedback on, without understanding the users ‘ needs. As a result, there’s no way of knowing whether the designs might solve a problem that users have. It’s only feedback on a particular design in the context of a usability test.

    On the other hand, if you only do foundational research, while you might have set out to solve the right problem, you won’t know whether the thing that you’re building will actually solve that. This illustrates the importance of doing both foundational and directional research.

    In act two, stakeholders will—hopefully—get to watch the story unfold in the user sessions, which creates the conflict and tension in the current design by surfacing their highs and lows. And in turn, this can help motivate stakeholders to address the issues that come up.

    Act three: resolution

    While the first two acts are about understanding the background and the tensions that can propel stakeholders into action, the third part is about resolving the problems from the first two acts. While it’s important to have an audience for the first two acts, it’s crucial that they stick around for the final act. That means the whole product team, including developers, UX practitioners, business analysts, delivery managers, product managers, and any other stakeholders that have a say in the next steps. It allows the whole team to hear users ‘ feedback together, ask questions, and discuss what’s possible within the project’s constraints. And it lets the UX research and design teams clarify, suggest alternatives, or give more context behind their decisions. So you can get everyone on the same page and get agreement on the way forward.

    This act is mostly told in voiceover with some audience participation. The researcher is the narrator, who paints a picture of the issues and what the future of the product could look like given the things that the team has learned. They give the stakeholders their recommendations and their guidance on creating this vision.

    Nancy Duarte in the Harvard Business Review offers an approach to structuring presentations that follow a persuasive story. ” The most effective presenters use the same techniques as great storytellers: By reminding people of the status quo and then revealing the path to a better way, they set up a conflict that needs to be resolved”, writes Duarte. ” That tension helps them persuade the audience to adopt a new mindset or behave differently”.

    This type of structure aligns well with research results, and particularly results from usability tests. It provides evidence for “what is “—the problems that you’ve identified. And “what could be “—your recommendations on how to address them. And so on and so forth.

    You can reinforce your recommendations with examples of things that competitors are doing that could address these issues or with examples where competitors are gaining an edge. Or they can be visual, like quick mockups of how a new design could look that solves a problem. These can help generate conversation and momentum. And this continues until the end of the session when you’ve wrapped everything up in the conclusion by summarizing the main issues and suggesting a way forward. This is the part where you reiterate the main themes or problems and what they mean for the product—the denouement of the story. This stage gives stakeholders the next steps and hopefully the momentum to take those steps!

    While we are nearly at the end of this story, let’s reflect on the idea that user research is storytelling. All the elements of a good story are there in the three-act structure of user research:

      Act one: You meet the protagonists ( the users ) and the antagonists ( the problems affecting users ). This is the beginning of the plot. In act one, researchers might use methods including contextual inquiry, ethnography, diary studies, surveys, and analytics. The output of these methods can include personas, empathy maps, user journeys, and analytics dashboards.
      Act two: Next, there’s character development. There’s conflict and tension as the protagonists encounter problems and challenges, which they must overcome. In act two, researchers might use methods including usability testing, competitive benchmarking, and heuristics evaluation. The output of these can include usability findings reports, UX strategy documents, usability guidelines, and best practices.
      Act three: The protagonists triumph and you see what a better future looks like. In act three, researchers may use methods including presentation decks, storytelling, and digital media. The output of these can be: presentation decks, video clips, audio clips, and pictures.

    The researcher has multiple roles: they’re the storyteller, the director, and the producer. The participants have a small role, but they are significant characters ( in the research ). And the stakeholders are the audience. But the most important thing is to get the story right and to use storytelling to tell users ‘ stories through research. By the end, the stakeholders should walk away with a purpose and an eagerness to resolve the product’s ills.

    So the next time that you’re planning research with clients or you’re speaking to stakeholders about research that you’ve done, think about how you can weave in some storytelling. Ultimately, user research is a win-win for everyone, and you just need to get stakeholders interested in how the story ends.

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    We already know that the Galactic Empire ruled by Emperor Palpatine is ruthless and cruel. We’ve seen it not just in Andor, but from the very first Star Wars movie, A New Hope. A ruling party that creates a giant death weapon that can destroy a planet in an instant is not going to be known for its compassion and kindness. That being said, a special look at the upcoming second season of Andor has revealed that the series is set to show a tragic event from Star Wars history – the Ghorman Massacre.

    The Ghorman Massacre was first introduced in Legends canon, and has since been mentioned in canon in the Star Wars: Rebels episode “Secret Cargo.” What we know about the event thus far is that the Empire used Stormtroopers to slaughter a group of peaceful protestors on the planet Ghorman as a show of power and make it clear that any form of dissent will not be tolerated.

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    In Legends canon, protestors are blocking Captain Wilhuff Tarkin’s ship from landing on the planet, standing on his landing pad as a form of resistance to the Empire’s unjust taxation. Tarkin isn’t explicitly told by Palpatine to go ahead and land on top of the protestors, but Palpatine doesn’t really dissuade him from doing so either.

    We don’t yet know whether or not this particularly gruesome aspect of the massacre will be part of Andor’s depiction, but regardless, the Ghorman Massacre is still a tragedy. In Star Wars: Rebels, we hear about the massacre in the aftermath. Mon Mothma speaks out about the tragedy, calling out Palpatine specifically for his cruelty. Doing so puts a massive target on her back and forces her to leave Coruscant and go on the run. The Ghost crew is tasked with protecting Mon Mothma from the Empire and getting her to safety on the planet Dantooine.

    Not only does the Ghorman Massacre finally show the galaxy how far the Empire is willing to go to maintain its power, but it also pushes Mon Mothma to speak out in a more public way. So far in Andor, we’ve really only seen Mon Mothma working behind the scenes and in the shadows to do good and support the rebellion how she can. This seems to be the first time she is so blatantly outspoken about the Empire and Palpatine, and it’s an important turning point for the rebellion to have a senator speaking out in their favor.

    The special look shows us glimpses of the building tension on Ghorman and the deadly massacre that ensues, as well as a look at the senate chambers on Coruscant. This means that we’ll likely get to see both this tragic massacre and the political aftermath that follows.

    The Ghorman Massacre is a tragedy, but there’s no doubt that Andor will be able to show us how it transpired with tact, grace, and a fire that makes us all want to rise up and resist. I’m not saying that this will be season 2’s Narkina 5 prison break moment, but this has the potential to be just as, if not more, impactful.

    The post Andor Season 2 Just Teased One of Star Wars’ Most Tragic Events appeared first on Den of Geek.

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    We are now aware of the brutal and cruel behavior of the Galactic Empire under the control of Emperor Palpatine. It was present in the very first Star Wars film, A New Hope, as well as Andor. Not going to be known for its compassion and kindness, a ruling group that develops a massive death tool capable of completely destroying a world. Despite all of that, a closer examination of the upcoming next year of Andor has revealed that the collection will feature a dreadful scene from Star Wars story, the Ghorman Massacre.

    The Ghorman Massacre was first mentioned in the Star Wars: Rebels season” Key Cargo,” which came out in Legends lore. What we know about the incident so far is that the Empire used Troops to murder a group of peaceful protest on the planet Ghorman as a display of strength, and that it makes it clear that any form of dissent will not be tolerated.

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    Protestors are standing on Captain Wilhuff Tarkin’s ship’s landing pad in the Legends lore as a form of weight to the Empire’s unfair tax and preventing him from landing on the planet. Palpatine doesn’t specifically advise Tarkin to go ahead and get on top of the marchers, but Palpatine also doesn’t actually persuade him to do so.

    The Ghorman Massacre is still a drama despite the fact that we are yet to decide whether or not this particularly horrible element of the massacre will appear in Andor‘s portrayal. We learn about the murder in Star Wars: Separatists the moment it occurred. Mon Mothma speaks out about the tragedy, criticizing Palpatine especially for his atrocities. She is made to feel like a huge goal by doing this, making her flee Coruscant and do it. Mon Mothma must be protected from the Empire and saved on the planet Dantooine by the Ghost personnel.

    The Ghorman Massacre pushes Mon Mothma to talk out in a more public manner, which suddenly shows the cosmos how far the Empire is ready to go in terms of maintaining its hold on power. We’ve actually only seen Mon Mothma working in the shadows and behind the scenes to help the rebellion in Andor so much, and she’s really only been able to do so. It’s an critical turning point for the revolution to have a senator speak out in their pursuit because she appears to be doing so clearly about the Empire and Palpatine for the first time.

    The unique look provides a look at the senatorial chambers on Coruscant as well as glimpses of the growing tension on Ghorman and the fatal massacre that follows. This implies that we’ll probably witness both this dreadful massacre and the political repercussions that result.

    Although the Ghorman Massacre is tragic, there is no doubt that Andor will be able to portray the events with discretion, kindness, and a blaze that inspires all of us to rise up and endure. Although I won’t say this will be the Narkina 5 prison bust of winter 2, this has the ability to be just as powerful if not more.

    The first article On Den of Geek: Andor Season 2 Really Teased One of Star Wars ‘#8217, Most Tragic Events appeared second.