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The Interaction Matrix is a powerful and intuitive tool for understanding the actions on a screen.

Interaction Matrix Properties

Interaction Matrix Properties

An interaction matrix is built of multiple components:

  • Audience
  • Key experience areas
  • Directives & actions
  • Screens
  • Success percentages
  • Recommendations

The Audience component of the Interaction Matrix.

Audience

First, define your audience. When it comes to understanding people, you can’t get a more insightful perspective than the one from your target audience.

If you want your feedback system to be effective and provide compelling insights, you’ll need clarity on  your target audience. Who are they exactly? Considering your audience whether a group or individual must be paramount. Helio makes this easy by providing audiences.

Key Experience Areas

The first step of measuring the current state of your app or website is to identify the primary actions you want participants to take. This will help you outline your definition of success!

Analyzing what you determine is a successful pathway across iterations can help you evaluate if your decisions are improving your audience’s ability to comprehend and use your platform.

An experience area can be a website page, a mobile app screen, or a single component of a site.

Actions & Directives

The directives you give your audience are the most important aspects of the testing. On your platform, what are the primary, secondary, and tertiary actions you want participants to take? The Interaction Matrix measures where the user will click and which pathways they will navigate on your platform.

Determining where you want your user to click would contribute to what we have identified as the success rate. For example, your site has “Shop Now”, “Pre-Order Now”, and “Sign in to Save”. You could consider all of these successful if your goal is having users browse product options.

However, if we direct a user to click where they would sign in to view promotional discounts, there is a clear primary call-to-action. You can use the Interaction Matrix to concisely measure how these calls to action are understood through testing in multiples, iterations, and against different CTAs.

Screens

Improving the experience and usability of a design requires iteration. You’ll need screens to test, either as screenshots of a live page, or assets created in tools like Figma or Sketch. We use Figma for our screen production at Helio.

Screen iterations could include:

  • Versions of a screen (desktop, tablet, mobile web, or mobile app)
  • Fidelity of a screen (sketch, wireframe, production page)
  • Iteration of a screen (version 1, version 2, version 3)

Testing different screen types, like desktop and mobile, is a great way to identify problems that arise from screen format changes. 

In a creative process, we often start with lower fidelity ideas and move on to higher fidelity screens in tools like Figma. The Interaction Matrix is a great way to learn as you develop concepts. 

Lastly, keeping track of iterations can help you see if there’s improvement in your work.

Success Percentages

You’ll need a way to collect feedback from the audience to determine the success of each directive.

Helio is an amazing choice to collect participant feedback. There’s no right number for testing, though you’ll need to get enough feedback in each bucket to get large enough signals. Traditional heuristic evaluations use feedback from 5 to 10 participants, while Helio enables the collection of feedback from a much larger sample. . The examples included here had 100 participants.

Each directive is scored based on completion of the action. If 80 out of 100 people were able to successfully complete the action, the block is given 80%. If we’re evaluating a primary action, this is an average usability score.

The Success Key of the Interaction Matrix.

Recommendations

Each action column of the chart requires recommendations based on the latest iteration.

There should be a directive, something like: “1. Keep this CTA consistent and the prominent one on this screen,” followed by an observation: “We’ve seen this directive improve in the scoring with this iteration, which is a strong indicator that we’re delivering good usability with the specific interaction.”

These can be hidden for each row as you iterate, or written over as the iterations improve. are advocate experts draw on their knowledge of the data to create recs. Your team will need to draw on their knowledge to craft insights from your data.

Test Your Screens and Concepts Early

Helio has a template you can use to get started testing your various screens, as early as the prototype stage. Check it out below: 

Rapid Concept Testing

Put your novel ideas to the test, or use participant feedback to help spark your creativity for concept creation.

Use this template for:

  • Product Development
  • See which early screen types resonate with your audience
  • Build with confidence based on direct customer feedback
Use Template