User Experience Research for Simpler FormBuilder

Help make CiviCRM better for everyone

CiviCRM has great built-in tools for site builders and power users. SearchKit and FormBuilder's many options allow sophisticated users to create wonderful ad hoc queries and complex forms quickly.

But for nonprofit staff, including those who use CiviCRM occasionally, they can be complicated and challenging. Or worse: too confusing, too hard.

We want to change that.

The plan: user experience research for a simpler FormBuilder

:There are many areas we can improve in CiviCRM, and we're going to start with a challenging one: FormBuilder. With MIH funding, we're hiring UX researchers who are non-experts in CiviCRM, but who understand how to collect and use evidence gathered from users to inform design decisions. The aim is to find out exactly where real users get stuck and what a simpler FormBuilder would look like.

Here are the steps:

  1. Survey CiviCRM users, CiviCRM consultants, and nonprofit leaders who decide which CRM to use
  2. Conduct one-on-one interviews to understand where and why people struggle
  3. Use that evidence to define a simpler form-creation experience
  4. Run additional interviews to validate and improve the refined design options

The result: concrete design direction, grounded in what real users actually need.

Support this Make It Happen and help fund the research.