1

In our company, most users have personal accounts, but some are used for business.

Traditionally, they were all treated the same, and we don't have a lot of visibility into which is which.

We'd like to change that and have business owners explicitly tell us they are operating as a business and allow them to supply some additional information (company name, etc.).

Here's the current mock-up we're working with. The idea is to default the account to "personal" since that's the majority of users, but allow them to switch it. The ? would bring up a dialog explaining the difference.

Questions: 1. Is this clear? 2. Is there a better way to handle it or a better convention to use?

enter image description here

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I think it is clear regarding UX, although if your users do not know why this change is important, I would add a little "why".

However, as some Users may skip the selection of the profile type (Personal or Business), to improve results I would not make any of the profile types preselected.

Instead, I would first ask them what type of profile they want to create, and only after that display the set of fields required to create such profile.

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  • Thanks, Dominik. To clarify, this is the page that any user sees when they go to edit their profile. We have 2M+ users already, without any personal/business classification. We could force them to select the account type first when they go to edit, but since 90%+ are personal, we thought we'd default to personal.
    – mla
    Mar 25 '17 at 1:24
  • 1
    I think for existing accounts it may be easy if you ask your Users "Are you using this account for personal or business purposes?" Just after they log in. I believe that (unless there is anything that would make this answer hard to give) most of the Users would only see it once. Mar 25 '17 at 7:16
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You could have a simple check box labeled BUSINESS, with perhaps a question mark icon to explain the difference. Of course the checkbox will be unselected by default.

Or You could have boxes to select

Personal                      Business
descriptive text              descriptive text

Have a colored border around the personal box, with a light grey border around the business box, to indicate which one is selected.

I would not however make a previous step to choose business or personal before they get to the form, it will likely hurt conversions.

0

Another option that you could consider is having a checkbox option in the case that they want to create a business account. I used this way of representing it because most of your users make private accounts.

After the user clicks the checkbox, you could present the fields, like "company name" etc.

mockup

download bmml source – Wireframes created with Balsamiq Mockups

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