Visualizing Product Use: Infographics and Videos for Documentation
Visualizing Product Use: Infographics and Videos for Documentation
37 / 100

Visualizing Product Use: Infographics and Videos for Documentation


Technical product documentation need not be dry walls of text. Visuals like infographics and videos immerse users in experiences actively demonstrating workflows rather than solely explaining.

This guide covers best practices for incorporating visual content into product documentation to more clearly convey complex interfaces and operations. Follow these tips to craft dynamic guides users intuitively follow.

Whether documenting software, apps, devices, or services, use visual documentation to lift key processes off pages into interactive memory. Some ideas deserve motion and image.

Map the Key User Journeys Needing Visualization

Before visualizing, identify high-impact user journeys and processes defining typical product usage.

Prioritize sequences like:

  • Onboarding and initial setup
  • Core recurring feature workflows
  • Key periodic maintenance procedures
  • Important notifications and alerts
  • Customization and configuration options
  • Troubleshooting top issues and errors

Focus efforts on routes users traverse daily avoiding rarely-used niche tasks lacking ROI until essentials finished.

Outline Infographic Content Structure in Advance

Plan informative impactful infographics through deliberate content structure and sequencing:

  1. Opening headline/subtitle framing graphic’s purpose
  2. Initial user goal/motivation starting journey
  3. Step-by-step progression through key stages
  4. Tips and directives guiding actions
  5. Final outcome from completing journey
  6. Visual indicators reinforcing flow direction
  7. Supplemental text elaborating on elements

Detailed outlines lend cohesion before design rather than improvising randomly.

Select Visual Metaphors to Represent Abstract Concepts

Align visual motifs with intangible processes to forge contextual connections aiding memory and understanding through symbolic association.

For example:

  • Illustrated file cabinets as databases
  • Trees and branching paths for conditional logic
  • Lightbulbs signifying ideas
  • Puzzles representing integration
  • Doors as access controls
  • Factories/conveyor belts as workflows

Metaphorical themes add personality online interfaces lack while enlightening digital concepts through familiar physical corollaries.

Use Color Strategically to Direct Attention

Color spotlights and connects relevant infographic elements through:

  • Unified shades consistently associated to specific tasks, items or concepts
  • Contrasting hues isolating distinctions like various paths
  • Vibrant colors overlaid on points demanding focus
  • Desaturation drawing eyes away from decorative elements
  • Patterns with meaning like stripes indicating movement

Strategic color guides eyes through graphics advancing understanding and storytelling.

Include Relatable Character Guides For Engagement

Friendly illustrated characters throughout infographics personify instructions:

  • Mascots modeling desired behaviors in sequences
  • Mini avatars representing the user journeying through stages
  • Animated helpers narrating steps via speech bubbles
  • Groups of characters demonstrating collaboration
  • Fun appearances signaling inviting tone over sternness
  • Expressive reactions showing successes and setbacks

Characters inject levity, aid recall through story association, and keep readers engaged on tedious topics.

Animate Transitions Between Steps For Seamless Motion

Link key infographic stages through animated microinteractions demonstrating flows:

  • Objects entering and exiting on clicking arrows
  • Speech bubbles sequentially appearing in order
  • Sections seamlessly sliding or scrolling into view
  • Pop-up windows or menus reacting to button taps
  • Loading sequences between major steps
  • Visual transitions like dissolving between phases

Animated sequences unite disjointed singular panels into integrated workflows.

Enrich With Supplementary Mixed Media Elements

Layer mixed interactive elements engaging various learning styles:

  • Integrated quizzes confirming progress
  • Spinning objects and hidden reveals rewarding exploration
  • Zoomable areas detailing granular sub-steps
  • Rotating 3D models from various angles
  • Filtering showing conditional variant flows
  • Search integration to jump to steps easily
  • Direct in-doc linking to external resources
  • Layered popovers defining terminology

Mixed interactive content keeps readers actively manipulating, not passively observing.

Structure Videos Around Learning Objectives

Outline each video’s exact teaching goals before filming to prevent meandering confusion:

  • Summarize the specific skill or understanding viewers will gain
  • List crucial concepts, facts and steps to unequivocally convey
  • Identify reflexive habits needing to be changed
  • Call out key milestones viewers should achieve in practice implementations
  • Note any pre-requisite knowledge required for comprehension

With objectives defined, remain ruthlessly focused on imparting core learnings within given durations. Videos teach; they don’t wander.

Plan Videos Scene-By-Scene with Detailed Scripts

Write full scripts detailing shot sequences, transitions, on-screen text, narration and imagery. For each scene:

  • Note individuals on camera and their actions
  • Describe visuals like software screenshots, props etc.
  • Specify camera perspective, movement and framing
  • Label demonstration steps aligned to audio narration
  • Time spoken narration and on-screen text lengths to match visuals
  • Cue transitions and effects like zooms, graphics etc.
  • Mark cues for interactive elements like quizzes

Scripts tightly synchronize layered video elements preventing disjointed final output.

Mix Media Styles for Visual Engagement

Combine illustrated animation, on-screen talent, and software capture avoiding monotonous consistency.

Possible styles include:

  • Screen recordings of software workflows
  • Hand drawings animating concepts
  • Host bookending videos with introductions and conclusions
  • Stock b-roll demonstrating ideas visually
  • PowerPoint/Keynote slides reinforcing key points
  • Text callouts and highlighting drawing attention
  • Picture-in-picture windows showing context
  • Green screen background effects explaining concepts metaphorically

Layering media provides engaging focal shifts keeping viewers actively absorbing information.

Plan Easy Video Navigation Through Chapters

Chapter markers with time links enable navigating videos like reference articles using:

  • Numbered chapters beginning each new sub-topic
  • Concise textual labels summarizing chapter contents
  • Links allowing clicking directly to sections
  • visually distinct chapter cards or animations
  • Reminder annotations when referencing other chapters

Nonlinear navigation empowers viewers scanning for specific information without enduring irrelevant sections. Videos become reference libraries.

Prominently Overlay Interactive On-Screen Quizzes

Reinforce learning through on-video quizzes appearing as instructional overlays:

  • Multiple choice and true/false questions
  • Selecting correct regions of screen recordings
  • Typing answers into on-video text fields
  • Drawing/annotating directly on question slides and images
  • Pausing to prompt writing or calculating steps on paper
  • Think-pair-share moments to discuss responses with others

Frequent low-stakes quizzes stimulate active learning and comprehension checks during videos.

Demonstrate Workflows Visually on Real Interfaces

When possible, demonstrate functional workflows on real interfaces rather than static screenshots. Capture:

  • Live software walkthroughs showing real menus and options
  • Typing into on-screen fields and forms
  • Executing available actions like clicking buttons
  • Dragging objects and manipulating visual elements
  • Step recording showing cursors moving and commands executing
  • Device recordings physically interacting with hardware

Seeing live software response cements application understanding and ability.

Make Code Demonstrations Digestible for Non-Coders

When covering coding, simplify explanations using analogies and visuals decipherable to non-developers:

  • Compare coding concepts to common real-world metaphors
  • Use visual diagrams rather than solely code on screen
  • Annotate code samples with explanatory narration and labels
  • Optimize font sizes and zooming allowing code inspection
  • Break code into snippet sections rather than immense walls
  • Highlight structural patterns and conventions explaining structure
  • Call attention to crucial lines using arrows and pulsing
  • Use consistent color schemes for code components

Streamline code walkthroughs emphasizing high level patterns over granular nuance.


Words alone often fail adequately guiding users through events best understood visually through motion, sequence, and emotion. Infographics and videos bring limited static instructions to life conveying behaviors actively better than text descriptions alone.

Savvy technical writers enrich documentation through selective mixed media optimizing engagement and comprehension. Some complex ideas deserve images. Choose media fit for purpose.

FAQ for “Visualizing Product Use: Infographics and Videos for Documentation”

What is the purpose of using visuals in product documentation?

Using visuals in product documentation helps to actively demonstrate workflows and complex interfaces, making it easier for users to understand and follow instructions. Visuals like infographics and videos can transform mundane guides into engaging and intuitive resources.

Which user journeys should be prioritized for visualization?

Prioritize visualizing high-impact user journeys such as onboarding and initial setup, core feature workflows, key maintenance procedures, important notifications and alerts, customization options, and troubleshooting top issues. Focus on routes users traverse daily to maximize the return on investment.

How should I structure an infographic for product documentation?

Plan infographics with a clear content structure, including an opening headline, an initial user goal, a step-by-step progression through key stages, tips and directives, and a final outcome. Use visual indicators to guide the flow and supplement text to elaborate on elements.

What are some effective visual metaphors for representing abstract concepts?

Effective visual metaphors include illustrated file cabinets for databases, trees and branching paths for conditional logic, lightbulbs for ideas, puzzles for integration, doors for access controls, and factories or conveyor belts for workflows. These metaphors help users connect abstract processes to familiar physical concepts.

How can color be used strategically in infographics?

Use unified shades to consistently associate specific tasks or concepts, contrasting hues to highlight distinctions, vibrant colors to emphasize key points, desaturation to draw eyes away from decorative elements, and meaningful patterns to indicate movement or importance. Strategic color use guides readers’ attention through the graphic.

Why include character guides in infographics?

Friendly illustrated characters can personify instructions, model desired behaviors, narrate steps, and demonstrate collaboration. They inject personality, aid recall through story association, and keep readers engaged with the content.

What should be included in a detailed video script?

A detailed video script should include shot sequences, transitions, on-screen text, narration, and imagery. Specify camera perspectives, actions, visuals like software screenshots, and demonstration steps. Ensure that narration and text are synchronized with visuals to prevent disjointed output.

How can videos be made more engaging and navigable?

Combine different media styles such as screen recordings, hand drawings, on-screen talent, and stock b-roll. Use chapter markers and time links for easy navigation, allowing viewers to jump to specific sections. Include interactive quizzes and prompts to keep viewers actively engaged.

How can workflows be effectively demonstrated in videos?

Capture live software walkthroughs showing real menus, options, and actions. Record device interactions and step-by-step processes to provide a clear, functional understanding of the product. Avoid static screenshots and instead demonstrate the product in real-time to cement user understanding.

What are some tips for making code demonstrations digestible for non-coders?

Simplify explanations with real-world metaphors, use visual diagrams alongside code, annotate code samples with narration and labels, optimize font sizes for readability, break code into manageable snippets, highlight key lines, and maintain consistent color schemes. Focus on high-level patterns rather than granular details to make the content accessible.


By Dani Davis

A true visionary in the realms of tech writing, digital storytelling, and e-commerce, Daniel Davis (known as Dani) has carved out an exceptional career spanning over 15 years. Born and raised in San Francisco, Dani's innate affinity for technology and creative expression propelled them to explore the intricacies of computer science while honing their storytelling abilities. Their unique blend of technical expertise and narrative prowess laid the foundation for their multifaceted success. Dani's journey has been marked by groundbreaking achievements, including authoring bestselling books that demystify complex technological concepts through captivating narratives. As the founder of the influential online platform "TechTales," Dani has created a hub for educational content, podcasts, and video essays that cater to tech enthusiasts worldwide. Moreover, as the head writer of, a leading resource for e-commerce and digital marketing, Dani has established themselves as a preeminent authority in the field of online business and entrepreneurship. Their consulting work, speaking engagements, and advocacy efforts have inspired countless individuals, solidifying their legacy as a true pioneer in the digital age.

Leave a Reply

Your email address will not be published. Required fields are marked *