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DropGenius Review: Spocket’s New AI Store Builder

Original Source: https://ecommerce-platforms.com/articles/dropgenius-review

My Bottom Line Upfront

DropGenius is an AI-driven Shopify store builder for aspiring dropshipping businesses. It partners with Spocket, a reputable dropshipping supplier platform, to simplify eCommerce store creation, product selection, and overall store management.

As such, DropGenius is best for those new to dropshipping who want to get up and running fast using Shopify and Spocket to fuel their dropshipping endeavors. 

With that said, I’ll walk you through what AI DropGenius is, its prices, its pros and cons, and much more so that hopefully, by the end of my review, you’ll have a better idea of whether DropGenious is a good fit for your business.  

What is DropGenius?

In short, DropGenius is an AI Shopify store builder that budding entrepreneurs can use to support their dropshipping ventures. Users can create stunning eCommerce websites within minutes! 

In other words, DropGenius is explicitly designed to simplify and automate the building of your online dropshipping store. 

Founded in September 2023 and launched in March 2024, DropGenius’s AI does the following for you:

As mentioned above, DropGenius offers a quick and easy way to create a Shopify store.

Curates trending products

Recommends themes for your store’s design

Streamlines eCommerce operations (for example, DropGenius automates order fulfillment, tracks store performance with analytics, and offers 24/7 customer support).

A blog on the dropshipping platform, Spocket, tells us that DropGenius is, in fact, a Spocket creation and that it “features some really intuitive, user-friendly tools that can help you to achieve those business goals.” 

With that in mind, unsurprisingly, DropGenius integrates with Spocket. It’s also available for Shopify users and accessible via the DropGenius website or the Shopify App Store. It’s also worth noting that DropGenius integrates with AliExpress, Alibaba, 1688, Eprolo, and DS. 

Lastly, at the time of writing, 150k+ customers have used DropGenius to generate their dropshipping stores, which I think is pretty impressive!

DropGenius Pros and Cons

No DropGenius review would be complete without a quick pro-cons list, so let’s explore some of DropGenuis’s most notable benefits and drawbacks:

DropGenius Pros

Users get access to 24/7 customer support via live chat

Users can access over one million dropshipping products via integrations with Spocket and other dropshipping platforms

You can launch a dropshipping store within minutes 

There’s a DropGenius affiliate scheme you can sign up to.

DropGenius Cons

It’s very new, so it’s still a bit of an unknown

There are very few online reviews available, and as mentioned above, Trustpilot users only give it 1.6 out of 5 stars

Its stringent refund policy states that all purchases are “final” and “no refunds or exchanges will be issued.”

DropGenius Features

Now that I’ve covered the basics let’s take a closer look at some of DropGenius’s main features:

Themes: DropGenius’s AI builds stores using beautiful themes, featuring a business name generator and an AI writing tool to help populate your site with premium content.

Access to over one million products: Thanks to its integrations with the aforementioned dropshipping platforms, you can access 1m+ products from a range of global suppliers. Product categories include bags and luggage, office supplies, clothing, electronics, entertainment and media, food and drink products, furniture, health and beauty products, home and garden products, pet products, sports products, and toys. 

Reliable suppliers: Spocket, in particular, boasts access to reliable dropshipping suppliers who have been stringently vetted for product quality and fast shipping.

Affiliate Partner Program: Content creators of all kinds can become DropGenius partners. For every new customer you acquire, you can earn up to $1,080 annually!

Ease of use: DropGenius is designed with a user-friendly interface, making it perfect for beginners! 

Customization: While DropGenius’s AI creates an online store, you can still customize it to suit your brand.

How DropGenius Works

It’s simple to sign up. You can install DropGenius by logging into your Shopify store or via the DropGenius website.

With the latter, just type in an email address and click the “Get Started” button. You then follow four simple setup steps:

Step 1

You’re taken to a store-building page from which you have a choice of four color schemes to pick from:

Cool (I went with this choice)

Warm

Earthy 

Neutral

Once done, click “Next” and head to:

Step 2 

Next, you’re asked to choose a product category for your store. There are five options to choose from. However, you can only opt for one of the following:

Pick for me based on what’s trending 

Tech accessories

Accessories

Men’s clothing

Women’s clothing

If you opt for any but the first on the list, you’ll be taken to a page that offers products in that category. 

For example, by clicking “tech accessories,” I was then offered a choice of one of the following subcategories:

Audio and visual

Cases and covers

Mobile and laptop accessories.

For accessories, it was one of the following subcategories:

Scarves and bandanas

Hats

For men’s clothing, it was one of the following subcategories:

Activewear

T-shirts

Pants

Socks

Lastly, for women’s clothing, it was:

Pants

Tank tops

Jeans

T-shirts

Once done, click the “next button,” which takes you to:

Step 3 

Now, it’s time to select the perfect word to describe your store’s character. You’re offered a choice of:

Modern

Innovative

Artistic

Luxurious

Having chosen “Modern” to describe our store’s look and feel, we clicked “next” to:

Step 4

DropGenius then asks you to tell it where your business is located:

North America

Europe

Asia

Global

I decided to opt for ‘Global’. 

Once done, it was time to click the “review and buy” button. 

You’re then taken to a payment page to choose a price plan (see prices lower down in our review). 

DropGenius Pricing

DropGenius has four pricing plans, each with a free 14-day trial. However, the free trial can’t be accessed without inputting your credit card details. 

You can pay monthly for all four plans and benefit from discounted yearly prices for all but the cheapest plan:

Prices are as follows:

Starter: $39 a month

Pro: $59 a month or $24 a month billed annually

Empire: $99 a month or $57 a month billed annually

Unicorn: $299 a month or $79 a month billed annually

Let’s take a look at what each plan offers:

Starter

An AI-customized store

25 unique products

Access to 24/7 live chat support

Pro

You get everything in the Starter plan plus:

250 unique products

25 premium products (high-quality, highly discounted products from Spocket’s best suppliers on the platform).

Access to winning products (best-selling products, top-performing products on Spocket; these sometimes overlap with premium products).

The ability to chat directly with Spocket’s dropshipping suppliers

Empire (the most popular plan)

You get everything in the Pro plan plus:

10,000 unique products

10,000 premium products

Unlimited orders

VIP chat support

Unicorn

You get everything in the Empire plan plus:

25,000 unique products

25,000 premium products

Bulk checkout (checkout several orders at once with the click of a button)

Amazon dropshipping

Branded invoicing (you can add your own logo)

DropGenius Support and Reviews

All DropGenius subscribers can access 24/7 live chat support from its customer success team.

The DropGenius website promises “no delays—we’ll respond in less than 30 seconds” and that its agents speak 10+ languages. 

In addition, the DropGenius website has an “FAQ” button on its homepage. When you click that, you’re taken directly to the Spocket Help Center, where you see a page of headings related to dropshipping and Spocket. These include links to articles on launching a dropshipping store, About Spocket, and more. 

As for DropGenius reviews, they are thin on the ground. Trustpilot users give it a 1.6 out of 5 stars, with users complaining it’s a “scam” with problems around billing and cancellation.

At the time of writing, other sites, such as Capterra and Software Advice, had no reviews.

The DropGenius website lists 5-star reviews from its customers, citing its ease of use and how quickly DropGenius’s AI creates Shopify stores. 

DropGenius Review: My Final Thoughts

That brings us to the end of my DropGenius review. Hopefully, you now have a clearer idea of what it is and whether or not you think it’s worth the outlay.

Overall, DropGenius could be an excellent solution for launching a dropshipping store on Shopify and sourcing dropshipping products using Spcoket. It’s incredibly appealing to entrepreneurs who want to hit the ground running because you could have your online store live within minutes!

However, DropGenius is still an incredibly new platform, so it’s not particularly tried and tested. Issues raised on TrustPilot concerning billing and refunds might put you off. 

That said, I think DropGenius is undoubtedly one to watch, and I can’t wait to see how they progress!

Are you considering using DropGenius to create your dropshipping store? If so, let me know how you get on in the comments box below!

The post DropGenius Review: Spocket’s New AI Store Builder appeared first on Ecommerce Platforms.

Clover vs Square 2024: Which POS Solution is Best?

Original Source: https://ecommerce-platforms.com/articles/clover-vs-square

Clover vs Square: Which POS system is best for your company? Choosing the right point of sale system can be a difficult feat, with so many competing options on the market. 

After years experimenting with POS technology and ecommerce software, we know a thing or two about choosing the right tech.

We evaluated all of the core features of Square and Clover’s point of sale solutions, from software, through to hardware and pricing.

Read on for all the insights you need to make an informed decision.

Quick Verdict:

Square stands out as the best point of sale solution overall in this comparison. Not only is it extremely easy to use, but it’s versatile enough to work for a wide range of business needs.

Square is affordable, with a free plan available for its POS software. It also offers a huge range of hardware solutions to choose from, as well as straightforward transaction and processing fees.

Square vs Clover: The Overview

Square and Clover are both reliable companies, offering powerful point of sale software, hardware, and payment processing tools.

Square is likely to be the best option for you if you’re looking for a versatile, affordable, and easy-to-use POS. It offers support for omnichannel selling, specialist tools for retail and food service businesses, and an intuitive backend.

Clover may be the best cloud-based point of sale solution for you if you’re working in a specific industry.

It offers advanced solutions for professional and personal services companies, retail shops, full service and quick service dining, and restaurants.

Clover POSSquare POSFeaturesClover is one of the top payment processing companies for service providers, restaurants and other niche business owners. It offers everything from payment processing to order and inventory management.  Square offers a huge range of features, from payment processors for different payment types, to intelligent inventory and order management, employee management, and customer loyalty tools. All of Square’s features are very easy to use. Best forClover is best for companies in specific industries, such as service providers and restaurant owners, with advanced modular features.  Square is ideal for anyone in search of an affordable and user-friendly solution for taking payments both in-person and online. PricingClover offers a range of pricing packages specific to the needs of each company. You’ll need to contact the team for a dedicated pricing plan.  Square’s software can be accessed for free, and the hardware solutions are extremely affordable. For instance, a tool for processing magstripe cards only costs $10. Transaction feesTransaction fees range from 2.4 to 2.6% plus 10 cents for card-present transactions. Although the company isn’t very transparent about other processing fees. Square’s fees start at 2.6% plus 10 cents for card-present transactions, and 2.9% plus 30 cents for card-not-present transactions. Some transaction fees can be expensive. Hardware pricingClover offers a range of hardware options, starting with solutions like the Clover Go for $49. Square offers some of the most affordable hardware on the market, including a credit card processor for $29 and a magstripe reader for $10.  Payment processingClover supports everything from contactless payments, to in-person chip cards and more. Gift cards and custom payments are also available.  Square supports everything from split payments, to invoices, credit cards, debit cards, contactless payments and gift cards.  Customer supportClover has excellent customer support services, with phone, chat, and email contact options, and dedicated customer onboarding options.  Square has a huge range of self-service resources for beginners, and also offers phone, chat, and email based customer support. 

POS Software Features on Square and Clover

Quick verdict: Square has the best range of software features overall, covering everything from payment processing, to tools for building your own online store (for free). Even better, Square’s software is extremely easy to use with almost no learning curve.

Today’s innovative point of sale solutions comprise of two major components: Software, and hardware.

The software solutions offered by Square and Clover are both delivered via the cloud, so you can access the technology you need anywhere, on any device with an internet connection.

Both tools have very similar functionality, with integrated payment processers, inventory and order management, customer service apps, and more.

Plus, they can both process payments in “offline” mode if you lose access to an internet connection.

Square POS Software Features

Despite being one of the simplest POS solutions available to beginners today, Square offers companies a huge range of advanced and valuable features.

The functionality you can expect from the platform varies depending on whether you choose Square POS for Restaurants, or the POS for Retail.

Both versions of the platform are available through the cloud, and can easily be integrated with a range of hardware solutions.

Here’s what you can expect from Square:

Payment processing: Square supports a range of payment methods, including credit card payments (From Visa, MasterCard, Discover, and more), as well as contactless payments, gift cards, and more.

Custom checkouts: With Square, companies can create customizable checkouts, complete with images of products, categories, and item information.

Customer service management: With Square you can quickly process refunds, returns and exchanges with a couple of taps, and even create unique customer profiles with tags.

Security: Square’s POS technology comes with built-in security features, including PCI compliance, and fraud protection for peace of mind.

Transaction tools: You can offer customers customized receipts, via SMS or email, create custom tip amounts, and apply automatic discounts to transactions.

Ecommerce integration: For online sellers, Square offers online ordering and sales through Square online, as well as online checkout links and eGift cards.

APIs and integrations: You can automate various aspects of your workflow with APIs and integrations to tools like Xero and QuickBooks.

Employee management: Manage your entire team in one environment with custom accounts, scheduling, role permissions and performance insights.

Operations tools: Square has a comprehensive dashboard for tracking metrics, sales reports tools, customer insights, and solutions for tracking top-selling items.

Inventory and order management: You can track orders and inventory across multiple locations at once, and receive low stock alerts in an instant.

Marketing: Square offers text and email marketing tools, automated messaging flows, and loyalty programs for increasing engagement.

Square also offers a range of modular add-ons, such as subscription options, Square Online for building your own ecommerce website, Square Invoices, Afterpay integrations and virtual terminals.

Clover POS Software Features

Clover is very similar to Square in terms of point of sale software. Its technology is also delivered over the cloud, and comes with integrated payment processing, reports, and management tools.

Plus, the company offers dedicated solutions for various different industries.

For instance, if you’re in the restaurant sector, you can use Clover app to access menu management, tableside ordering, and custom kitchen displays.

Merchant services through Clover are offered via Fiserv, so you will need a merchant account. Here are some of the features of the Clover POS system.

Payment processing: Like Square, Clover can accept debit and credit card payment options, contactless payments such as Apple pay, gift cards, and payments from mobile wallets.

Customization: Clover users can customize everything from the customer checkout experience, to invoices, receipts, and even their own employee dashboards.

Security: Clover comes with built-in payment protection and encryption tools, as well as solutions for fraud management.

Reporting and analytics: You can access real-time and historical sales data to track business performance, top-selling products and more.

Inventory and order management: Monitor all of your orders and inventory in multiple locations, create automatic purchase orders, and receive low-stock alerts.

Online ordering: With Clover, you can’t build your own website, like you can with Square, but you can integrate with a range of online sales channels.

Employee management: Shift planning, scheduling, performance insights, and custom roles for all of your team members.

Customer insights: Create rich customer profiles with order histories, tags, and contact info, and capture feedback from customers in the same place.

Customer engagement: If you need help increasing sales, you can connect Clover with marketing tools, and create your own loyalty programs.

App Market: The Clover dedicated app market makes it easy to link your system to accounting tools, ecommerce platforms, and social media.

Unique modules: You can access specific modules for your industry, such as table management tools and guest management for hospitality companies.

Like Square, Clover also offers virtual terminal solutions, cash flow management tools, and extra features like “Clover Capital” for financing.

Clover vs. Square: POS Hardware Options

Quick verdict: Clover offers a wider range of hardware options to choose from, including dedicated all-in-one kits, and innovative solutions like the Clover Flex. However, Square’s products are a little more affordable for budget-conscious companies.

Once you’ve chosen the best POS solution based on its software features, the next step is thinking about hardware.

While virtual terminals and cloud-based software from Clover and Square do allow you to sell through tablets and iOS or Android mobile devices, you may still need a few pieces of hardware.

At the very least, for instance, you’ll need a credit card reader for securely managing card-based payments.

Fortunately, Clover and Square offer a range of options for small businesses and growing companies alike. Square offers solutions like the Square Terminal, an all-in-one kit with a credit card reader, receipt printer, and pre-installed software.

You can also access tools like the Square Register, starting at $599, the Square reader (starting at $29 per device), and the Square Stand (a stand for your iPad).

There are also various Square POS kits for retailers, and restaurants, and numerous add-on accessories, like a magstripe reader for only $10, barcode scanner options and receipt printers.

Clover also offers a host of devices to choose from, whether you’re looking for a cash drawer, stands for your POS tablet, or dedicated solutions like a kitchen display system.

Options start with Clover Go, a card reader you can use to process contactless payments anywhere. There’s the Clover Station Solo, (for $1,699) with an integrated touchscreen, receipt printer, and cash drawer.

You can also consider the Clover Station Duo ($1,799), which features an extra screen so you can show your customers their receipt in real-time.

There’s also the Clover Flex mobile card reader, for on-the-go payment processing and tableside ordering.

Plus, Clover offers the Clover Mini, a compact POS solution for only $799, with an integrated screen.

Customer Support and Service Solutions

Quick Verdict: Although Square and Clover offer the same range of support options and resources, Clover has a slightly better reputation for delivering fast and intuitive support.

As intuitive as tools like Clover and Square can be for business leaders, there’s always a chance you’ll need some extra guidance and support at times.

Assessing the customer service options available from your vendor can help you decide whether they’ll be able to offer reliable help when you need it.

Clover has a fantastic help center for beginners, with access to FAQs, guides, and useful resources that can help you answer common questions.

You can also contact the team through email, chat, or over the phone. However, the phone service is currently only available for US merchants.

Square also has a fantastic resource center, including valuable documentation, how-to guides, videos, and other support solutions.

The company also interacts with customers directly through phone, chat, and email. Plus, you can reach out to the team through social media.

Notably however, Clover does have a slightly higher rating for its customer service than Square, ranking at 4.7 out of 5 stars on TrustPilot, compared to Square’s score of 4.1.

Clover vs Square: The Pricing Plans

Quick Verdict: Square is a lot more affordable for beginners and small businesses than Clover. There’s a free plan for the software, and you can even create a free website. The hardware is much cheaper too, although transaction fees can be a little steep.

We’ve already noted that Square’s hardware is a little cheaper than Clover for beginners in the POS space. However, there’s more than just hardware costs to think about when you’re buying a POS system.

You’ll also need to account for payment processing costs, and any monthly fee for a software subscription. Fortunately for new business owners both the Square and Clover software are quite affordable.

Square’s Pricing Plans

Square’s pricing is relatively straightforward. Hardware options range from card readers for as little as $10, to full kits that can cost over $1,000.

Square transaction fees start at 2.6% plus 10 cents if you’re managing card-present transactions. Card-not-present transactions are charged at 2.9% plus 30 cents, and keyed-in transactions cost 3.5% plus 15 cents.

The good news is that the Square POS software is available for free. You don’t have to pay any set-up costs, and you can even build your own website without paying anything.

Notably, Square’s more advanced solutions, such as Square for Restaurants, do have extra fees, starting at $69 per month. There are also extra fees to pay for specific modules, like Square appointments.

Clover Pricing Plans

Similar to Square, Clover’s hardware ranges from relatively cheap options like the Clover Go for $49, to the Station Duo for $1,799.

The company’s transaction fees are quite low, ranging from 2.3% to 2.6% plus an extra ten cents for card-present transactions.

Unfortunately, Clover isn’t nearly as transparent about its subscription fees as Square. You need to contact the Clover team directly to get a quote for your service based on the modules, technology, and hardware you need.

Some options start at around $14.95 per month (for the virtual terminal), however, other plans can be a lot more expensive.

The Verdict: Which POS Should You Use?

Ultimately, both Square and Clover are excellent solutions for credit card processing, inventory management and more.

Both tools come with robust software plans, and exceptional ease of use. However, Square might be a little simpler for someone in search of an all-in-one POS solution.

Square isn’t just easier to use than Clover, it’s also more affordable, and offers a wide range of built-in tools for customer loyalty and employee management.

Alternatively, Clover has some slightly more advanced features for businesses in specific industries. There are also more Clover devices to choose from if you need innovative POS hardware.

The post Clover vs Square 2024: Which POS Solution is Best? appeared first on Ecommerce Platforms.

How to Use CamelCamelCamel in 2024: The Ultimate Guide

Original Source: https://ecommerce-platforms.com/articles/how-to-use-camelcamelcamel

Quick verdict:

At a glance, CamelCamelCamel might seem like a tool specifically designed for consumers, but I think it’s an incredible resource for business owners too.

As a dedicated website (and browser plugin) that allows you to track the prices of products on Amazon, CamelCamelCamel can help you:

Save money when sourcing products from Amazon merchants.

Stay one step of competitors who try to steal customers by dropping prices.

Monitor seasonal price changes, and adapt your pricing strategy accordingly.

The best part? CamelCamelCamel is completely free, and it’s surprisingly easy to use. Here I’m going to guide you through the process of setting up your account, and using the features available.

Table of contents

Quick verdict:

What Is CamelCamelCamel?

Pros and Cons of Using CamelCamelCamel

How Much Does CamelCamelCamel Cost?

The Key Features of CamelCamelCamel

How to Use CamelCamelCamel: Getting Started

Using the CamelCamelCamel Core Features

Using CamelCamelCamel: Finishing Thoughts

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What Is CamelCamelCamel?

CamelCamelCamel is a website designed to help people monitor the prices of products sold on Amazon. It’s available around the world, in countries like the US, UK, Australia, Canada, Spain, France, Italy, and Germany, and it’s entirely free to use.

The website uses a custom API to track the movement of prices on products sold through Amazon, allowing you to request instant alerts when a price reaches a certain point.

Plus, it gives you access to a host of historical charts, so you can see the price history of Amazon products, and examine fluctuations in costs over time.

Customers use the site (and its plugin, the Camelizer) to receive instant notifications when a product they want goes on sale.

There’s also a great section on the website where you can see popular products, and top discounts within a specific period.

Ecommerce vendors, and retailers, on the other hand, use CamelCamelCamel for more strategic purposes.

You can use the platform to determine the best time to stock up on products from wholesalers, track the pricing behaviors of competitors, and boost your chances of sales.

Pros and Cons of Using CamelCamelCamel

Pros 👍
Cons 👎

Pros 👍

User-friendly interface and plugin
Completely free with no paid plans
Convenient instant alerts
No downloads required
Can help you stay competitive

Cons 👎

Exclusively tracks Amazon prices
No integrations for ecommerce platforms

How Much Does CamelCamelCamel Cost?

So, how much can you expect to spend on this handy tool? Nothing at all. CamelCamelCamel is absolutely free by default.

The company earns commissions from Amazon as an affiliate, so it doesn’t charge its users (consumers or businesses) anything.

You don’t even need to create an account and enter your email address to use basic features like the product search function.

However, I would recommend signing up so you can take advantage of the option for instant email notifications, and the Wishlist importer.

The Key Features of CamelCamelCamel

CamelCamelCamel is a pretty straightforward tool with only a handful of features, but they’re all useful in their own way. At it’s heart, the solution is a price tracker, so most of the features focus on keeping you informed of the best deals.

The core features include:

Price Drop and Availability Alerts

Price drops and availability alerts are the main CamelCamelCamel. Using an API connection to Amazon, the company regularly updates its site with fresh information on product prices from Amazon, and third-party merchants.

To receive alerts on a price drop, all you need to do is sign up with an email address, and identify a “target price” to watch for.

For instance, if you want to check no other company is selling your product for less than $50, you might set a target price of $49.99.

When a price drops to that level, you’ll get an alert straight to your email, with a link to buy the product, and an insight into how good of a deal you’re getting.

Price History Charts

The price history charts on CamelCamelCamel are ideal for more in-depth research. If you search for an Amazon product page URL on the website, or use the site’s plugin, you can see charts of the price changes that have happened for that product over a specific period.

You can track Amazon prices, as well as third-party new and used prices (for marketplace products).

You’ll also be able to see prices segmented into “high”, “low” and “average” categories, which is great for planning your own pricing strategies.

Plus, you can adjust your insights based on various dates, checking the last month, the last year, or even how prices have changed for a product for the entire time it’s been available on Amazon.

The Camelizer App/Plugin

If you find it annoying to have to visit a website every time you want to check a price, or wait for a message to appear in your email inbox, the Camelizer plugin is a great alternative.

It can be added to Safari, Firefox, and Google Chrome Browsers, and gives you an instant insight into price history charts from the moment you click on it.

All you need to do is visit Amazon, search for a product, click on the CamelCamelCamel extension icon, and it’ll load up all the data you need.

There are multiple tabs to browse through, from the “price tracker” tab, to tabs for related products close to the one you’re following.

Wishlist Import

Finally, if you have an Amazon wish list full of products you want to monitor, you can import that directly into the CamelCamelCamel site.

This will allow you to automatically track important information about the products you’re selling, as well as any items you want to buy.

Once you import any public list from Amazon into CamelCamelCamel, the site will read all the information from the URL, and import products into your tracking account, removing anything you’ve already purchased.

Your CamelCamelCamel account will even automatically update every time you make a change to your wish list on Amazon.

How to Use CamelCamelCamel: Getting Started

As I mentioned above, one of the great things about CamelCamelCamel is how easy it is to use. If you’re just using the website, there’s really not a lot of work involved in getting started.

In fact, you don’t even have to create an account.

You can just choose the country you’re in, and start searching for Amazon products and pricing information with the search bar.

You’ll also be able to get instant insights into the most popular products customers are buying, and their prices (with the Popular Products tab). Or you can check out the products that have had the biggest price drops recently, with the “Top Price Drops” tab.

You can even use the website on any device, such as a tablet or smartphone. Although I did find it was a lot easier to navigate on a larger screen.

Creating an Account with CamelCamelCamel

While you don’t have to have an account to use the basic features of CamelCamelCamel, there are some benefits to signing up. You’ll be able to access price drop and availability alerts instantly this way, use the Amazon Wishlist import feature, and track more types of prices.

Fortunately, you don’t have to pay anything to sign up. It also takes very little time to create an account, you can just enter your email address, or register with Google, Facebook, or Twitter.

After you’re signed up, you’ll see a list of options for tracking popular products, top price drops, installing the browser extension, or importing your wish list.

You can head into your account dashboard for access to more features, and to start tracking products. You can also close your account directly from here if you decide you don’t want to use it anymore.

Installing the Browser Extension

Similar to creating an account with CamelCamelCamel, downloading the plugin for your browser is optional, but it can save you a little time.

The “Camelizer” app is available for most popular web browsers, and you can download it instantly from this page.

Here’s the basic setup process for each browser type:

Google Chrome

Open Google Chrome and visit the Chrome Web Store.

Search for “Camelizer” and click “Add to Chrome”

Select “Add Extension”

Click the “Extensions” button on your address bar

Click the “pin” button to pin the app to your browser.

Apple Safari

Open Safari then click on “Safari > Safari Extensions” in the menu bar

Search for “Camelizer” and click “Get”

Click “Install” (you may need to sign in)

After the install is finished click “Open”

Follow the instructions provided

Go into your Safari “Preferences” page

Click “Extensions”

Select the checkbox next to Camelizer.

Firefox Mozilla

Open Mozilla Firefox

Open the add-ons store from the menu bar

Search for the Camelizer extension

Click “Add to Firefox”

Click “Add”

Opera

Open the Opera browser

Go to “Add-Ons” and search for “Camelizer”

Click “Add to Opera”

Microsoft Edge

Open Microsoft Edge

Click “Edge Add-Ons” and search for Camelizer

Click “Get”

Click “Add Extension”.

Using the CamelCamelCamel Core Features

For the most part, using CamelCamelCamel is a straightforward and painless experience. If you just want to check an Amazon product’s price, and pricing history, all you need to do is head to Amazon, look for the product you want, and copy the URL for the page.

You can then head back to the CamelCamelCamel website, and enter the URL into the search bar to see the current price.

You can scroll down through the page to see how the price has changed over time. There’s even a handy graph.

Plus, you can change your view to look at different time periods, Amazon prices, and third-party new and used prices:

Alternatively, if you have the Camelizer extension installed, there’s no copy and pasting required. You can just click on the Camelizer app button on your browser when you visit the page for the product you want to review.

Both in the app, and on the website, you can also choose to create a “price watch” for the item you’re interested in, but you do need to be logged in.

Setting Up a Price Watch

To watch the changing price of a product, and be instantly notified when ever a price falls to a specific level (based on your settings), you’ll need to set up a price watch.

You can do this either by searching through some of the top trending products on CamelCamelCamel, or by searching for the product you want to monitor with an Amazon URL.

Once you arrive on the product page within the CamelCamelCamel website, scroll down to see the “Create Amazon Price Watches” section:

Choose whether you want to track the price for Amazon, or Third-part Used, or New merchants (you can also monitor all three).

Click the button to “Create Price Watch”, and you’ll be able to enter your target price, or choose from a range of pre-set options.

Once you’ve entered your target price, click “save” and the price watch will be added to your account. You can then go back to your account page, and click on your “Price Watches” to see your list.

From here, you can also edit the price benchmark for whatever you’re watching.

Plus you can sort through your “watch list”, with a range of filters, such as “lowest price” or “newest item” first.

That’s ideal if you’re monitoring a lot of different products. You can even create your own RSS feed for your alerts, to add to a newsreader.

Adding a Wishlist to CamelCamelCamel

If you want to import a wish list to CamelCamelCamel, log into your account, and visit your account home.

From there, click on the tab for “Wishlists”. You should be taken to a page with a button that says “Add Wishlist”, click on that:

The site will take you to a page where you need to enter an URL for your wish list. You can use the URL of any public list on Amazon.

Next, choose the types of prices you want to watch (you can pick all three), and set the desired price for each item.

Once you’re done, simply click “Add Wishlist”.

Using CamelCamelCamel: Finishing Thoughts

The CamelCamelCamel website and plugin are both excellent tools for ecommerce store owners, in my opinion.

They’re free to use, and straightforward enough that you’re unlikely to have any issues when you’re tracking prices for the products you want to sell.

However, you shouldn’t expect access to any particularly advanced features either. The solution only tracks product prices from Amazon, and gives you an insight into their pricing history.

Still, CamelCamelCamel can help you to both save money, and make the right decisions about how to price your own products.

The post How to Use CamelCamelCamel in 2024: The Ultimate Guide appeared first on Ecommerce Platforms.

Connecting With Users: Applying Principles Of Communication To UX Research

Original Source: https://smashingmagazine.com/2024/04/applying-principles-communication-ux-research/

Communication is in everything we do. We communicate with users through our research, our design, and, ultimately, the products and services we offer. UX practitioners and those working on digital product teams benefit from understanding principles of communication and their application to our craft. Treating our UX processes as a mode of communication between users and the digital environment can help unveil in-depth, actionable insights.

In this article, I’ll focus on UX research. Communication is a core component of UX research, as it serves to bridge the gap between research insights, design strategy, and business outcomes. UX researchers, designers, and those working with UX researchers can apply key aspects of communication theory to help gather valuable insights, enhance user experiences, and create more successful products.

Fundamentals of Communication Theory

Communications as an academic field encompasses various models and principles that highlight the dynamics of communication between individuals and groups. Communication theory examines the transfer of information from one person or group to another. It explores how messages are transmitted, encoded, and decoded, acknowledges the potential for interference (or ‘noise’), and accounts for feedback mechanisms in enhancing the communication process.

In this article, I will focus on the Transactional Model of Communication. There are many other models and theories in the academic literature on communication. I have included references at the end of the article for those interested in learning more.

The Transactional Model of Communication (Figure 1) is a two-way process that emphasizes the simultaneous sending and receiving of messages and feedback. Importantly, it recognizes that communication is shaped by context and is an ongoing, evolving process. I’ll use this model and understanding when applying principles from the model to UX research. You’ll find that much of what is covered in the Transactional Model would also fall under general best practices for UX research, suggesting even if we aren’t communications experts, much of what we should be doing is supported by research in this field.

Understanding the Transactional Model

Let’s take a deeper dive into the six key factors and their applications within the realm of UX research:

Sender: In UX research, the sender is typically the researcher who conducts interviews, facilitates usability tests, or designs surveys. For example, if you’re administering a user interview, you are the sender who initiates the communication process by asking questions.
Receiver: The receiver is the individual who decodes and interprets the messages sent by the sender. In our context, this could be the user you interview or the person taking a survey you have created. They receive and process your questions, providing responses based on their understanding and experiences.
Message: This is the content being communicated from the sender to the receiver. In UX research, the message can take various forms, like a set of survey questions, interview prompts, or tasks in a usability test.
Channel: This is the medium through which the communication flows. For instance, face-to-face interviews, phone interviews, email surveys administered online, and usability tests conducted via screen sharing are all different communication channels. You might use multiple channels simultaneously, for example, communicating over voice while also using a screen share to show design concepts.
Noise: Any factor that may interfere with the communication is regarded as ‘noise.’ In UX research, this could be complex jargon that confuses respondents in a survey, technical issues during a remote usability test, or environmental distractions during an in-person interview.
Feedback: The communication received by the receiver, who then provides an output, is called feedback. For example, the responses given by a user during an interview or the data collected from a completed survey are types of feedback or the physical reaction of a usability testing participant while completing a task.

Applying the Transactional Model of Communication to Preparing for UX Research

We can become complacent or feel rushed to create our research protocols. I think this is natural in the pace of many workplaces and our need to deliver results quickly. You can apply the lens of the Transactional Model of Communication to your research preparation without adding much time. Applying the Transactional Model of Communication to your preparation should:

Improve Clarity
The model provides a clear representation of communication, empowering the researcher to plan and conduct studies more effectively.
Minimize misunderstanding
By highlighting potential noise sources, user confusion or misunderstandings can be better anticipated and mitigated.
Enhance research participant participation
With your attentive eye on feedback, participants are likely to feel valued, thus increasing active involvement and quality of input.

You can address the specific elements of the Transactional Model through the following steps while preparing for research:

Defining the Sender and Receiver

In UX research, the sender can often be the UX researcher conducting the study, while the receiver is usually the research participant. Understanding this dynamic can help researchers craft questions or tasks more empathetically and efficiently. You should try to collect some information on your participant in advance to prepare yourself for building a rapport.

For example, if you are conducting contextual inquiry with the field technicians of an HVAC company, you’ll want to dress appropriately to reflect your understanding of the context in which your participants (receivers) will be conducting their work. Showing up dressed in formal attire might be off-putting and create a negative dynamic between sender and receiver.

Message Creation

The message in UX research typically is the questions asked or tasks assigned during the study. Careful consideration of tenor, terminology, and clarity can aid data accuracy and participant engagement. Whether you are interviewing or creating a survey, you need to double-check that your audience will understand your questions and provide meaningful answers. You can pilot-test your protocol or questionnaire with a few representative individuals to identify areas that might cause confusion.

Using the HVAC example again, you might find that field technicians use certain terminology in a different way than you expect, such as asking them about what “tools” they use to complete their tasks yields you an answer that doesn’t reflect digital tools you’d find on a computer or smartphone, but physical tools like a pipe and wrench.

Choosing the Right Channel

The channel selection depends on the method of research. For instance, face-to-face methods might use physical verbal communication, while remote methods might rely on emails, video calls, or instant messaging. The choice of the medium should consider factors like tech accessibility, ease of communication, reliability, and participant familiarity with the channel. For example, you introduce an additional challenge (noise) if you ask someone who has never used an iPhone to test an app on an iPhone.

Minimizing Noise

Noise in UX research comes in many forms, from unclear questions inducing participant confusion to technical issues in remote interviews that cause interruptions. The key is to foresee potential issues and have preemptive solutions ready.

Facilitating Feedback

You should be prepared for how you might collect and act on participant feedback during the research. Encouraging regular feedback from the user during UX research ensures their understanding and that they feel heard. This could range from asking them to ‘think aloud’ as they perform tasks or encouraging them to email queries or concerns after the session. You should document any noise that might impact your findings and account for that in your analysis and reporting.

Track Your Alignment to the Framework

You can track what you do to align your processes with the Transactional Model prior to and during research using a spreadsheet. I’ll provide an example of a spreadsheet I’ve used in the later case study section of this article. You should create your spreadsheet during the process of preparing for research, as some of what you do to prepare should align with the factors of the model.

You can use these tips for preparation regardless of the specific research method you are undertaking. Let’s now look closer at a few common methods and get specific on how you can align your actions with the Transactional Model.

Applying the Transactional Model to Common UX Research Methods

UX research relies on interaction with users. We can easily incorporate aspects of the Transactional Model of Communication into our most common methods. Utilizing the Transactional Model in conducting interviews, surveys, and usability testing can help provide structure to your process and increase the quality of insights gathered.

Interviews

Interviews are a common method used in qualitative UX research. They provide the perfect method for applying principles from the Transactional Model. In line with the Transactional Model, the researcher (sender) sends questions (messages) in-person or over the phone/computer medium (channel) to the participant (receiver), who provides answers (feedback) while contending with potential distraction or misunderstanding (noise). Reflecting on communication as transactional can help remind us we need to respect the dynamic between ourselves and the person we are interviewing. Rather than approaching an interview as a unidirectional interrogation, researchers need to view it as a conversation.

Applying the Transactional Model to conducting interviews means we should account for a number of facts to allow for high-quality communication. Note how the following overlap with what we typically call best practices.

Asking Open-ended Questions

To truly harness a two-way flow of communication, open-ended questions, rather than close-ended ones, are crucial. For instance, rather than asking, “Do you use our mobile application?” ask, “Can you describe your use of our mobile app?”. This encourages the participant to share more expansive and descriptive insights, furthering the dialogue.

Actively Listening

As the success of an interview relies on the participant’s responses, active listening is a crucial skill for UX researchers. The researcher should encourage participants to express their thoughts and feelings freely. Reflective listening techniques, such as paraphrasing or summarizing what the participant has shared, can reinforce to the interviewee that their contributions are being acknowledged and valued. It also provides an opportunity to clarify potential noise or misunderstandings that may arise.

Being Responsive

Building on the simultaneous send-receive nature of the Transactional Model, researchers must remain responsive during interviews. Providing non-verbal cues (like nodding) and verbal affirmations (“I see,” “Interesting”) lets participants know their message is being received and understood, making them feel comfortable and more willing to share.

Minimizing Noise

We should always attempt to account for noise in advance, as well as during our interview sessions. Noise, in the form of misinterpretations or distractions, can disrupt effective communication. Researchers can proactively reduce noise by conducting a dry run in advance of the scheduled interviews. This helps you become more fluent at going through the interview and also helps identify areas that might need improvement or be misunderstood by participants. You also reduce noise by creating a conducive interview environment, minimizing potential distractions, and asking clarifying questions during the interview whenever necessary.

For example, if a participant uses a term the researcher doesn’t understand, the researcher should politely ask for clarification rather than guessing its meaning and potentially misinterpreting the data.

Additional forms of noise can include participant confusion or distraction. You should let participants know to ask if they are unclear on anything you say or do. It’s a good idea to always ask participants to put their smartphones on mute. You should only provide information critical to the process when introducing the interview or tasks. For example, you don’t need to give a full background of the history of the product you are researching if that isn’t required for the participant to complete the interview. However, you should let them know the purpose of the research, gain their consent to participate, and inform them of how long you expect the session to last.

Strategizing the Flow

Researchers should build strategic thinking into their interviews to support the Transaction Model. Starting the interview with less intrusive questions can help establish rapport and make the participant more comfortable, while more challenging or sensitive questions can be left for later when the interviewee feels more at ease.

A well-planned interview encourages a fluid dialogue and exchange of ideas. This is another area where conducting a dry run can help to ensure high-quality research. You and your dry-run participants should recognize areas where questions aren’t flowing in the best order or don’t make sense in the context of the interview, allowing you to correct the flow in advance.

While much of what the Transactional Model informs for interviews already aligns with common best practices, the model would suggest we need to have a deeper consideration of factors that we can sometimes give less consideration when we become overly comfortable with interviewing or are unaware of the implications of forgetting to address the factors of context considerations, power dynamics, and post-interview actions.

Context Considerations

You need to account for both the context of the participant, e.g., their background, demographic, and psychographic information, as well as the context of the interview itself. You should make subtle yet meaningful modifications depending on the channel you are conducting an interview.

For example, you should utilize video and be aware of your facial and physical responses if you are conducting an interview using an online platform, whereas if it’s a phone interview, you will need to rely on verbal affirmations that you are listening and following along, while also being mindful not to interrupt the participant while they are speaking.

Power Dynamics

Researchers need to be aware of how your role, background, and identity might influence the power dynamics of the interview. You can attempt to address power dynamics by sharing research goals transparently and addressing any potential concerns about bias a participant shares.

We are responsible for creating a safe and inclusive space for our interviews. You do this through the use of inclusive language, listening actively without judgment, and being flexible to accommodate different ways of knowing and expressing experiences. You should also empower participants as collaborators whenever possible. You can offer opportunities for participants to share feedback on the interview process and analysis. Doing this validates participants’ experiences and knowledge and ensures their voices are heard and valued.

Post-Interview Actions

You have a number of options for actions that can close the loop of your interviews with participants in line with the “feedback” the model suggests is a critical part of communication. Some tactics you can consider following your interview include:

Debriefing
Dedicate a few minutes at the end to discuss the participant’s overall experience, impressions, and suggestions for future interviews.
Short surveys
Send a brief survey via email or an online platform to gather feedback on the interview experience.
Follow-up calls
Consider follow-up calls with specific participants to delve deeper into their feedback and gain additional insight if you find that is warranted.
Thank you emails
Include a “feedback” section in your thank you email, encouraging participants to share their thoughts on the interview.

You also need to do something with the feedback you receive. Researchers and product teams should make time for reflexivity and critical self-awareness.

As practitioners in a human-focused field, we are expected to continuously examine how our assumptions and biases might influence our interviews and findings.

We shouldn’t practice our craft in a silo. Instead, seeking feedback from colleagues and mentors to maintain ethical research practices should be a standard practice for interviews and all UX research methods.

By considering interviews as an ongoing transaction and exchange of ideas rather than a unidirectional Q&A, UX researchers can create a more communicative and engaging environment. You can see how models of communication have informed best practices for interviews. With a better knowledge of the Transactional Model, you can go deeper and check your work against the framework of the model.

Surveys

The Transactional Model of Communication reminds us to acknowledge the feedback loop even in seemingly one-way communication methods like surveys. Instead of merely sending out questions and collecting responses, we need to provide space for respondents to voice their thoughts and opinions freely. When we make participants feel heard, engagement with our surveys should increase, dropouts should decrease, and response quality should improve.

Like other methods, surveys involve the researcher(s) creating the instructions and questionnaire (sender), the survey, including any instructions, disclaimers, and consent forms (the message), how the survey is administered, e.g., online, in person, or pen and paper (the channel), the participant (receiver), potential misunderstandings or distractions (noise), and responses (feedback).

Designing the Survey

Understanding the Transactional Model will help researchers design more effective surveys. Researchers are encouraged to be aware of both their role as the sender and to anticipate the participant’s perspective as the receiver. Begin surveys with clear instructions, explaining why you’re conducting the survey and how long it’s estimated to take. This establishes a more communicative relationship with respondents right from the start. Test these instructions with multiple people prior to launching the survey.

Crafting Questions

The questions should be crafted to encourage feedback and not just a simple yes or no. You should consider asking scaled questions or items that have been statistically validated to measure certain attributes of users.

For example, if you were looking deeper at a mobile banking application, rather than asking, “Did you find our product easy to use?” you would want to break that out into multiple aspects of the experience and ask about each with a separate question such as “On a scale of 1–7, with 1 being extremely difficult and 7 being extremely easy, how would you rate your experience transferring money from one account to another?”.

Minimizing Noise

Reducing ‘noise,’ or misunderstandings, is crucial for increasing the reliability of responses. Your first line of defense in reducing noise is to make sure you are sampling from the appropriate population you want to conduct the research with. You need to use a screener that will filter out non-viable participants prior to including them in the survey. You do this when you correctly identify the characteristics of the population you want to sample from and then exclude those falling outside of those parameters.

Additionally, you should focus on prioritizing finding participants through random sampling from the population of potential participants versus using a convenience sample, as this helps to ensure you are collecting reliable data.

When looking at the survey itself, there are a number of recommendations to reduce noise. You should ensure questions are easily understandable, avoid technical jargon, and sequence questions logically. A question bank should be reviewed and tested before being finalized for distribution.

For example, question statements like “Do you use and like this feature?” can confuse respondents because they are actually two separate questions: do you use the feature, and do you like the feature? You should separate out questions like this into more than one question.

You should use visual aids that are relevant whenever possible to enhance the clarity of the questions. For example, if you are asking questions about an application’s “Dashboard” screen, you might want to provide a screenshot of that page so survey takers have a clear understanding of what you are referencing. You should also avoid the use of jargon if you are surveying a non-technical population and explain any terminology that might be unclear to participants taking the survey.

The Transactional Model suggests active participation in communication is necessary for effective communication. Participants can become distracted or take a survey without intending to provide thoughtful answers. You should consider adding a question somewhere in the middle of the survey to check that participants are paying attention and responding appropriately, particularly for longer surveys.

This is often done using a simple math problem such as “What is the answer to 1+1?” Anyone not responding with the answer of “2” might not be adequately paying attention to the responses they are providing and you’d want to look closer at their responses, eliminating them from your analysis if deemed appropriate.

Encouraging Feedback

While descriptive feedback questions are one way of promoting dialogue, you can also include areas where respondents can express any additional thoughts or questions they have outside of the set question list. This is especially useful in online surveys, where researchers can’t immediately address participant’s questions or clarify doubts.

You should be mindful that too many open-ended questions can cause fatigue, so you should limit the number of open-ended questions. I recommend two to three open-ended questions depending on the length of your overall survey.

Post-Survey Actions

After collecting and analyzing the data, you can send follow-up communications to the respondents. Let them know the changes made based on their feedback, thank them for their participation, or even share a summary of the survey results. This fulfills the Transactional Model’s feedback loop and communicates to the respondent that their input was received, valued, and acted upon.

You can also meet this suggestion by providing an email address for participants to follow up if they desire more information post-survey. You are allowing them to complete the loop themselves if they desire.

Applying the transactional model to surveys can breathe new life into the way surveys are conducted in UX research. It encourages active participation from respondents, making the process more interactive and engaging while enhancing the quality of the data collected. You can experiment with applying some or all of the steps listed above. You will likely find you are already doing much of what’s mentioned, however being explicit can allow you to make sure you are thoughtfully applying these principles from the field communication.

Usability Testing

Usability testing is another clear example of a research method highlighting components of the Transactional Model. In the context of usability testing, the Transactional Model of Communication’s application opens a pathway for a richer understanding of the user experience by positioning both the user and the researcher as sender and receiver of communication simultaneously.

Here are some ways a researcher can use elements of the Transactional Model during usability testing:

Task Assignment as Message Sending

When a researcher assigns tasks to a user during usability testing, they act as the sender in the communication process. To ensure the user accurately receives the message, these tasks need to be clear and well-articulated. For example, a task like “Register a new account on the app” sends a clear message to the user about what they need to do.

You don’t need to tell them how to do the task, as usually, that’s what we are trying to determine from our testing, but if you are not clear on what you want them to do, your message will not resonate in the way it is intended. This is another area where a dry run in advance of the testing is an optimal solution for making sure tasks are worded clearly.

Observing and Listening as Message Receiving

As the participant interacts with the application, concept, or design, the researcher, as the receiver, picks up on verbal and nonverbal cues. For instance, if a user is clicking around aimlessly or murmuring in confusion, the researcher can take these as feedback about certain elements of the design that are unclear or hard to use. You can also ask the user to explain why they are giving these cues you note as a way to provide them with feedback on their communication.

Real-time Interaction

The transactional nature of the model recognizes the importance of real-time interaction. For example, if during testing, the user is unsure of what a task means or how to proceed, the researcher can provide clarification without offering solutions or influencing the user’s action. This interaction follows the communication flow prescribed by the transactional model. We lose the ability to do this during unmoderated testing; however, many design elements are forms of communication that can serve to direct users or clarify the purpose of an experience (to be covered more in article two).

Noise

In usability testing, noise could mean unclear tasks, users’ preconceived notions, or even issues like slow software response. Acknowledging noise can help researchers plan and conduct tests better. Again, carrying out a pilot test can help identify any noise in the main test scenarios, allowing for necessary tweaks before actual testing. Other forms of noise can be less obvious but equally intrusive. For example, if you are conducting a test using a Macbook laptop and your participant is used to a PC, there is noise you need to account for, given their unfamiliarity with the laptop you’ve provided.

The fidelity of the design artifact being tested might introduce another form of noise. I’ve always advocated testing at any level of fidelity, but you should note that if you are using “Lorem Ipsum” or black and white designs, this potentially adds noise.

One of my favorite examples of this was a time when I was testing a financial services application, and the designers had put different balances on the screen; however, the total for all balances had not been added up to the correct total. Virtually every person tested noted this discrepancy, although it had nothing to do with the tasks at hand. I had to acknowledge we’d introduced noise to the testing. As at least one participant noted, they wouldn’t trust a tool that wasn’t able to total balances correctly.

Encouraging Feedback

Under the Transactional Model’s guidance, feedback isn’t just final thoughts after testing; it should be facilitated at each step of the process. Encouraging ‘think aloud’ protocols, where the user verbalizes their thoughts, reactions, and feelings during testing, ensures a constant flow of useful feedback.

You are receiving feedback throughout the process of usability testing, and the model provides guidance on how you should use that feedback to create a shared meaning with the participants. You will ultimately summarize this meaning in your report. You’ll later end up uncovering if this shared meaning was correctly interpreted when you design or redesign the product based on your findings.

We’ve now covered how to apply the Transactional Model of Communication to three common UX Research methods. All research with humans involves communication. You can break down other UX methods using the Model’s factors to make sure you engage in high-quality research.

Analyzing and Reporting UX Research Data Through the Lens of the Transactional Model

The Transactional Model of Communication doesn’t only apply to the data collection phase (interviews, surveys, or usability testing) of UX research. Its principles can provide valuable insights during the data analysis process.

The Transactional Model instructs us to view any communication as an interactive, multi-layered dialogue — a concept that is particularly useful when unpacking user responses. Consider the ‘message’ components: In the context of data analysis, the messages are the users’ responses. As researchers, thinking critically about how respondents may have internally processed the survey questions, interview discussion, or usability tasks can yield richer insights into user motivations.

Understanding Context

Just as the Transactional Model emphasizes the simultaneous interchange of communication, UX researchers should consider the user’s context while interpreting data. Decoding the meaning behind a user’s words or actions involves understanding their background, experiences, and the situation when they provide responses.

Deciphering Noise

In the Transactional Model, noise presents a potential barrier to effective communication. Similarly, researchers must be aware of snowballing themes or frequently highlighted issues during analysis. Noise, in this context, could involve patterns of confusion, misunderstandings, or consistently highlighted problems by users. You need to account for this, e.g., the example I provided where participants constantly referred to the incorrect math on static wireframes.

Considering Sender-Receiver Dynamics

Remember that as a UX researcher, your interpretation of user responses will be influenced by your understandings, biases, or preconceptions, just as the responses were influenced by the user’s perceptions. By acknowledging this, researchers can strive to neutralize any subjective influence and ensure the analysis remains centered on the user’s perspective. You can ask other researchers to double-check your work to attempt to account for bias.

For example, if you come up with a clear theme that users need better guidance in the application you are testing, another researcher from outside of the project should come to a similar conclusion if they view the data; if not, you should have a conversation with them to determine what different perspectives you are each bringing to the data analysis.

Reporting Results

Understanding your audience is crucial for delivering a persuasive UX research presentation. Tailoring your communication to resonate with the specific concerns and interests of your stakeholders can significantly enhance the impact of your findings. Here are some more details:

Identify Stakeholder Groups
Identify the different groups of stakeholders who will be present in your audience. This could include designers, developers, product managers, and executives.
Prioritize Information
Prioritize the information based on what matters most to each stakeholder group. For example, designers might be more interested in usability issues, while executives may prioritize business impact.
Adapt Communication Style
Adjust your communication style to align with the communication preferences of each group. Provide technical details for developers and emphasize user experience benefits for executives.

Acknowledging Feedback

Respecting this Transactional Model’s feedback loop, remember to revisit user insights after implementing design changes. This ensures you stay user-focused, continuously validating or adjusting your interpretations based on users’ evolving feedback. You can do this in a number of ways. You can reconnect with users to show them updated designs and ask questions to see if the issues you attempted to resolve were resolved.

Another way to address this without having to reconnect with the users is to create a spreadsheet or other document to track all the recommendations that were made and reconcile the changes with what is then updated in the design. You should be able to map the changes users requested to updates or additions to the product roadmap for future updates. This acknowledges that users were heard and that an attempt to address their pain points will be documented.

Crucially, the Transactional Model teaches us that communication is rarely simple or one-dimensional. It encourages UX researchers to take a more nuanced, context-aware approach to data analysis, resulting in deeper user understanding and more accurate, user-validated results.

By maintaining an ongoing feedback loop with users and continually refining interpretations, researchers can ensure that their work remains grounded in real user experiences and needs.

Tracking Your Application of the Transactional Model to Your Practice

You might find it useful to track how you align your research planning and execution to the framework of the Transactional Model. I’ve created a spreadsheet to outline key factors of the model and used this for some of my work. Demonstrated below is an example derived from a study conducted for a banking client that included interviews and usability testing. I completed this spreadsheet during the process of planning and conducting interviews. Anonymized data from our study has been furnished to show an example of how you might populate a similar spreadsheet with your information.

You can customize the spreadsheet structure to fit your specific research topic and interview approach. By documenting your application of the transactional model, you can gain valuable insights into the dynamic nature of communication and improve your interview skills for future research.

Stage
Columns
Description
Example

Pre-Interview Planning
Topic/Question (Aligned with research goals)
Identify the research question and design questions that encourage open-ended responses and co-construction of meaning.
Testing mobile banking app’s bill payment feature. How do you set up a new payee? How would you make a payment? What are your overall impressions?

Participant Context
Note relevant demographic and personal information to tailor questions and avoid biased assumptions.
35-year-old working professional, frequent user of the online banking and mobile application but unfamiliar with using the app for bill pay.

Engagement Strategies
Outline planned strategies for active listening, open-ended questions, clarification prompts, and building rapport.
Open-ended follow-up questions (“Can you elaborate on XYZ? Or Please explain more to me what you mean by XYZ.”), active listening cues, positive reinforcement (“Thank you for sharing those details”).

Shared Understanding
List potential challenges to understanding participant’s perspectives and strategies for ensuring shared meaning.
Initially, the participant expressed some confusion about the financial jargon I used. I clarified and provided simpler [non-jargon] explanations, ensuring we were on the same page.

During Interview
Verbal Cues
Track participant’s language choices, including metaphors, pauses, and emotional expressions.
Participant used a hesitant tone when describing negative experiences with the bill payment feature. When questioned, they stated it was “likely their fault” for not understanding the flow [it isn’t their fault].

Nonverbal Cues
Note participant’s nonverbal communication like body language, facial expressions, and eye contact.
Frowning and crossed arms when discussing specific pain points.

Researcher Reflexivity
Record moments where your own biases or assumptions might influence the interview and potential mitigation strategies.
Recognized my own familiarity with the app might bias my interpretation of users’ understanding [e.g., going slower than I would have when entering information]. Asked clarifying questions to avoid imposing my assumptions.

Power Dynamics
Identify instances where power differentials emerge and actions taken to address them.
Participant expressed trust in the research but admitted feeling hesitant to criticize the app directly. I emphasized anonymity and encouraged open feedback.

Unplanned Questions
List unplanned questions prompted by the participant’s responses that deepen understanding.
What alternative [non-bank app] methods for paying bills that you use? (Prompted by participant’s frustration with app bill pay).

Post-Interview Reflection
Meaning Co-construction
Analyze how both parties contributed to building shared meaning and insights.
Through dialogue, we collaboratively identified specific design flaws in the bill payment interface and explored additional pain points and areas that worked well.

Openness and Flexibility
Evaluate how well you adapted to unexpected responses and maintained an open conversation.
Adapted questioning based on participant’s emotional cues and adjusted language to minimize technical jargon when that issue was raised.

Participant Feedback
Record any feedback received from participants regarding the interview process and areas for improvement.
Thank you for the opportunity to be in the study. I’m glad my comments might help improve the app for others. I’d be happy to participate in future studies.

Ethical Considerations
Reflect on whether the interview aligned with principles of transparency, reciprocity, and acknowledging power dynamics.
Maintained anonymity throughout the interview and ensured informed consent was obtained. Data will be stored and secured as outlined in the research protocol.

Key Themes/Quotes
Use this column to identify emerging themes or save quotes you might refer to later when creating the report.
Frustration with a confusing interface, lack of intuitive navigation, and desire for more customization options.

Analysis Notes
Use as many lines as needed to add notes for consideration during analysis.
Add notes here.

You can use the suggested columns from this table as you see fit, adding or subtracting as needed, particularly if you use a method other than interviews. I usually add the following additional Columns for logistical purposes:

Date of Interview,
Participant ID,
Interview Format (e.g., in person, remote, video, phone).

Conclusion

By incorporating aspects of communication theory into UX research, UX researchers and those who work with UX researchers can enhance the effectiveness of their communication strategies, gather more accurate insights, and create better user experiences. Communication theory provides a framework for understanding the dynamics of communication, and its application to UX research enables researchers to tailor their approaches to specific audiences, employ effective interviewing techniques, design surveys and questionnaires, establish seamless communication channels during usability testing, and interpret data more effectively.

As the field of UX research continues to evolve, integrating communication theory into research practices will become increasingly essential for bridging the gap between users and design teams, ultimately leading to more successful products that resonate with target audiences.

As a UX professional, it is important to continually explore and integrate new theories and methodologies to enhance your practice. By leveraging communication theory principles, you can better understand user needs, improve the user experience, and drive successful outcomes for digital products and services.

Integrating communication theory into UX research is an ongoing journey of learning and implementing best practices. Embracing this approach empowers researchers to effectively communicate their findings to stakeholders and foster collaborative decision-making, ultimately driving positive user experiences and successful design outcomes.

References and Further Reading

The Mathematical Theory of Communication (PDF), Shannon, C. E., & Weaver, W.
From organizational effectiveness to relationship indicators: Antecedents of relationships, public relations strategies, and relationship outcomes, Grunig, J. E., & Huang, Y. H.
Communication and persuasion: Psychological studies of opinion change, Hovland, C. I., Janis, I. L., & Kelley, H. H. (1953). Yale University Press
Communication research as an autonomous discipline, Chaffee, S. H. (1986). Communication Yearbook, 10, 243-274
Interpersonal Communication: Everyday Encounters (PDF), Wood, J. (2015)
Theories of Human Communication, Littlejohn, S. W., & Foss, K. A. (2011)
McQuail’s Mass Communication Theory (PDF), McQuail, D. (2010)
Bridges Not Walls: A Book About Interpersonal Communication, Stewart, J. (2012)