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Erica Jorgensen
Senior content designer & manager, Microsoft
4 years at Microsoft; currently on the
Microsoft 365 content experience team
Formerly at Amazon, Rover, Expedia &
Premera Blue Cross
Taught at the University of Washington’s
digital communications program
@JorgensenErica | linkedin.com/in/ejorgensen
• Why & how to do content-focused
research (CFR)
• How it can help you identify the exact
words that are clearest and resonate the
most with your audience
3
• How it helps you create more
business impact with content!
• How to inspire your UX writers & content
designers AND build respect for them
4
What is content-focused research?
5
Content-focused research is
6
It helps you find out how clear—or not—specific words
and phrases are to your audience
It also helps you optimize content before you launch it
 It’s quick.
 It can be done with current,
potential, or past customers.
 It helps check bias. You don’t
know what you don’t know!
9
Why I’m a fan:
 Provide you with valuable insights
 Help you speak your customers’
language
 Build customer trust & loyalty
 Help your business!
Content research can:
• Messaging frameworks
• Product & feature names
• Calls to action
• Any & all extra-important words in your UX
Use content research to validate:
Which words should you research?
Jargon
Style guide
terms
New feature &
product names
Frequently used words &
terms assumed to be clear
Validate the preferred words in your style guide
What is content
research NOT?
14
Content testing is not “regular” UX research!
It decouples the words from the
visual designs
It’s not statistically significant
—and that’s perfectly ok!
16
#CSSeattle
Content testing
is not the same as A/B
experimentation
17
What to know before you
start with content research
18
Tools for content testing
• User Zoom
• User Testing
• Survey Monkey
• Microsoft Forms
or
• Get scrappy—just your phone,
laptop, or even a clipboard
& paper
Share your test plan!
Stakeholders!
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Here’s an example
23
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Test goal: Find out which is clearer: “seat” or “license”?
Test audience: 20 small business owners in the US, UK, Canada & Australia
Pro tip:
It’s ok to test with as few as
5 participants!
QUESTION 1: Multiple-choice question
Which word would you use to describe the thing that gives you
permission to use software?
a) Seat
b) License
c) Something else (fill in the blank)
QUESTION 1: Multiple-choice question
Which word would you use to describe the thing that gives you
permission to use software?
a) Seat
b) License
c) Something else (fill in the blank)
QUESTION 2: Open-ended question
Tell me a bit more about why you responded the way you did to Question 1.
Provide as much detail as you’d like.
Are your words working? Creating and sustaining a content-focused research practice
Quantitative question
Ex: Which word would you use to describe
the thing that gives you permission
to use software?
THE “WHAT”
Quantitative question
Ex: Which word would you use to describe
the thing that gives you permission
to use software?
+
Qualitative question
Tell me a bit more about why you answered
the way you did to the previous question.
THE “WHAT”
THE “WHY”
Are your words working? Creating and sustaining a content-focused research practice
What we learned from content-
testing “seat” and “license”
36
Quantitative test results: The WHAT
“License” was preferred by 17 of 20 participants (!)
#CSSeattle
Open-ended question: ”Tell me why, tell me more”
Direct quote from a participant:
” ‘Licenses’ means how many people/computers are allowed to use the
program.
So, for example, with Microsoft Office you’re licensed to use it on one
PC or device per download & if you need Microsoft Office on an additional computer,
you’d need to purchase an additional license.”
Open-ended question: “Tell me why”
Direct quote from a participant:
”Licenses means how many people/computers are allowed to use the
program.
So, for example, with Microsoft Office you’re licensed to use it on one
PC or device per download & if you need Microsoft Office on an additional computer,
you’d need to purchase an additional license.”
The answers to the “tell me why” question showed
many people didn’t know how many licenses are needed.
Customers’
confidence is
affected when they
don’t truly
understand the
words in the UX.
To prevent customers from under- or over-buying,
UX content needed to be clarified!
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
How to set up a content
research study in UserTesting
48
49
50
Pro tip:
Use content testing to make sure
localized content is clear!
52
Are your words working? Creating and sustaining a content-focused research practice
54
Create your test questions
Keep in mind that the ideal test should take at most 10 to
15 minutes for your participants to complete.
The most common types of quantitative questions you’ll
use will likely be:
• Multiple choice
• Rating scale
55
Sample multiple-choice
question result
Experienced admins Inexperienced admins
Sample scale
question result
58
59
How to build a content
research program!
60
Are your words working? Creating and sustaining a content-focused research practice
Create test plan templates
THE “WHAT”
THE “WHY”
THE “WHAT”
THE “WHY”
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Appendix & resources
68
69 https://www.nngroup.com/articles/why-you-only-need-to-test-with-5-users/
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice
Are your words working? Creating and sustaining a content-focused research practice

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Are your words working? Creating and sustaining a content-focused research practice

Editor's Notes

  • #3: Marvel team = Modern Assistance Responsive/Research Voice/Video Engagement and Learning Also: Former journalist Digital analytics
  • #4: **including how it has many benefits over A/B testing.
  • #5: Provides moral support Brings more authority and empathy
  • #7: Many ways to do this evaluation.
  • #8: Helps you find out how clear—or unclear—specific words & terms are to your customers de
  • #9: Though it’s perfectly fine to do this on content that’s already live, If you have a high-profile or high-stakes project, content research can help you make you and your managers more confident that what you launch with will be successful. you don’t necessarily need to wait for A/B tests or statistical significance to find out what calls to action, taglines, or other super-important UX content will resonate with your audience.
  • #10: Why do it: --Improve customer experience --improve customer loyalty --build customer trust via clarity --support your brand --help your business do what they do!
  • #11: Why do it: --Improve customer experience --improve customer loyalty --build customer trust via clarity --support your brand --support localization/translation --help your business do what they do!
  • #12: Microsoft’s style guide MENTION BRAND
  • #13: “assume” = you know what that means
  • #14: Microsoft’s style guide is available online! BRAND, MARKETING
  • #16: Content focused research is at its most powerful when you focus ONLY on the words prototype research because you separate out the words from the UX visual design as much as possible. When you have user research, you probably think of prototypes, showing design drafts to user research participants. CFR focuses on the words, often WITHOUT any design. Sometimes, you will need screen grabs or protoytpes to show your words in context. But it’s often super powerful and helpful for the UX process to ask your audience what words mean to them, what words they would choose to describe something—WITHOUT any visuals.
  • #17: We’re not creating a Covid vaccine, we’re creating content Stat sig is FINE for high-risk content but in my experience, it has a tendency to really slow down progress and business impact. Here’s a picture of a startup, Timbuk 2—they need to move fast. Content testing is a way to help the company succeed.
  • #20: Anonymity of online testing is a plus Make sure you get permission to contact customers! Privacy policies
  • #21: Anonymity of online testing is a plus Make sure you get permission to contact customers! Privacy policies
  • #22: **Be sensitive when testing content that’s already live—consider the feelings of those who created that content**
  • #23: 10-15 minutes max to keep your audience’s interest!
  • #25: Current marketing page
  • #34: Qualitative has nothing to do w quality!
  • #35: Qualitative has nothing to do w quality!
  • #38: Quantitative vs qualitative
  • #39: SUPER surprising But validated that the content in the currently-live customer experience was on the right track
  • #40: Open-ended questions Like a journalist: Yes or no answers only get you so far. This gets you food for thought
  • #41: Open-ended questions Like a journalist: Yes or no answers only get you so far. This gets you food for thought
  • #42: Big implications for LTV
  • #43: Big implications for LTV
  • #44: Big implications for LTV
  • #47: Hits.Microsoft.com Hundreds of colleagues have read this study! REPOSITORY
  • #48: Hits.Microsoft.com Hundreds of colleagues have read this study! REPOSITORY
  • #54: Can also target your tests to previous test particpants
  • #62: UserTesting has UserTesting University Hundreds of colleagues have read this study! REPOSITORY
  • #63: TestTemplate_forUserTestingStudies.docx (sharepoint.com)
  • #64: Hits.Microsoft.com Hundreds of colleagues have read this study! REPOSITORY
  • #65: Hits.Microsoft.com Hundreds of colleagues have read this study! REPOSITORY
  • #66: When you’re learning so much about your customers via content, content has a greater chance of influencing the roadmap
  • #67: Sarah Hendrickson When coworkers hear about tests—especially product managers—they want to learn more This creates momentum for your testing program!
  • #70: NN/G: Test with 5 or fewer people https://www.nngroup.com/articles/why-you-only-need-to-test-with-5-users/
  • #71: You can read me here:
  • #72: H
  • #73: H
  • #82: Need new screen grab
  • #84: TestTemplate_forUserTestingStudies.docx (sharepoint.com)