Combining offline and online processes seamlessly
Posted in customer service, navigation, Usability, Usability Tips, User centred design on December 16th, 2010 by Jo Squire – Be the first to commentAs we are well aware, the internet has changed the way we do things. The way in which retailers ask us to sign up for loyalty programs or clubs is one of those things that has changed. It was not long ago that you would stand in the store and fill out a paper-based application in order to join a loyalty program. Now you are handed a card and asked to complete the application online in your own time. A recent experience highlighted the importance of a smooth integration between the off-line and on-line elements of the application process.

During a recent visit to Borders bookshop, at the checkout I decided to sign up for their new VIP loyalty program. I was handed the membership card and told to complete my application online. When I arrived home and logged onto the website for the life of me I could not find how to complete my membership application. Despite my expertise and experience in user interfaces, this task proved difficult. I became frustrated not being able to locate the call to action from the homepage, referencing both the instruction pamphlet and the membership card in search for further assistance. Finally I found the text link labelled ‘Join Boarders v.i.p’ in the top right of the screen.
If your company requires users to finalise what begins as an offline process via your website keep the following in mind:
Highlight promotional features prominently on the homepage: As I was coming to the site with the sole purpose of completing a process I had begun offline, I wanted the process to be as quick and seamless as possible. I was looking for a prominent call to action, something that grabbed my attention straight away. I was looking for a large advertisement, particularly as this loyalty program was a new feature.
User workflows differ when the task begins offline: In my example above, when I arrived on the website I was not thinking in terms of ‘joining’ as the link suggested, I thought I had already joined due to having received the card in-store. Instead I was looking for a way to finalise the process, looking for key words such as ‘Register your VIP card’. An additional call out box on the homepage which referenced my offline step (receiving the card) would have been extremely helpful.
Know your audience: Joining a bookstore’s loyalty program does not necessarily require users to interact with the company online. Many customers may join the loyalty program only to use the benefits in the physical store. You are therefore likely to attract more customers that may not be so familiar with the internet than if it was an online bookstore for example. Providing clear calls to action as mentioned above, would greatly assist these users.


Figure 1 The exponential growth of the number of transistors in computer processors (Taken from www.intel.com)





