Jennifer Wolfgang:

<snip - background: downloading papers>
> The process that our stakeholder wants is 
> to have a page with, say,
> an executive summary to 'entice' 
> people to then click on a link
> that then takes the user to a form page.
> 
> Unfortunately, that link says only, "Read study". 
> It does not in any way establish the expectation 
> that the user will need to fill out a form.
...
> My suggestion has been to put the form
> on the same page of the executive summary
> as it allows the user to understand the function 
> clearly / up front without having to be surprised 
> (which may / may not occur, without testing, I don't know).

I've repeatedly found in usability testing that users are surprised and
disappointed when they click on a link to get something, and instead are
faced with a form. This undermines the relationship between the users and
your organisation, and makes them noticeably less likely to fill in the form
and less willing to divulge accurate personal information if they do fill it
in. Putting it more bluntly: they are more likely to lie.

(Similarly, they don't like it at all when they click on a link that's
expecting a form, such as 'apply now', and get faced with a page of text to
read).

In our book "Forms that work", I describe the best practice here as "give
users a small reward: a form when they expect it". And the corollary is,
don't give them a form when they don't expect it.

Your suggestion could work. The problem with pages with forms on them is
that they look like forms. So users might react badly as they might not read
the executive summary. Or maybe if the form is short and the summary is
written well enough, you'd be OK.

Another suggestion would be to label the link something like: "Sign up now
to read study" or "Register (free) to read study" which signals that the
form is coming. 

Hope this helps
Best
Caroline Jarrett
"Forms that work: Designing web forms for usability" foreword by Steve Krug
www.formsthatwork.com



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