Before you begin working on the design elements of a website project, it’s important to begin with, what we at SoBold call, a research and planning phase.
The purpose of a research and planning phase is to ensure that every single decision you make about your design will result in a more effective website, both in terms of your business goals and your users’ needs.
During this phase, you’ll work alongside your chosen agency to define the full scope of your website and all its requirements. This phase will also involve looking closely at your target audience, trends in your market, your competitors, and any data available from your existing website.
This research is extremely useful in shaping the direction you take with your website and helping you to capitalise on certain trends that may align with your strategic objectives.
In this article, we’ll explain how a research and planning phase works to help you know what to expect when entering your own website design project.
If you’d first like to gain a better understanding of the full end-to-end process of web design, read our previous article here.
Website Strategy Workshop
A research and planning phase usually begins with a strategic workshop. This workshop will bring all the relevant stakeholders together, either in person or over a video call, to agree on the goals and parameters of the project.
A workshop is a great collaborative environment to help your agency become even more familiar with your brand, your target audience, and the outcomes you’re looking for from your new website.
Your agency should work closely with you to determine how the objectives you have for your new website feed into your wider business goals. That will be the key to finding the right approach to designing your website.
Once the workshop is completed, the research can begin.
Leveraging Data to Dictate User Experience (UX) Decisions
Every decision you make about your website’s design needs to be informed and justified by data.
As it’s becoming increasingly difficult to capture and retain your audience’s attention, nothing can be left to chance. It’s also negligent to overlook the vast range of valuable insights available to you within your data, and the data in the public domain.
Google Analytics
Your agency should begin by analysing the performance of your website in Google Analytics. This can help to help understand the current behaviours and trends from your website users.
Most businesses use Google Analytics, but few understand the right things to measure. For many businesses, Google Analytics is an untapped gold mine of data and insights that can help you improve site engagement, retain more visitors, and ultimately grow your business.
You can conduct a thorough analysis of things like:
1 – Your Audience Acquisition
Google Analytics can help you identify where your visitors have found you and accessed your website from.
Whether through organic search, social media, direct, or referral, you’ll learn how all your visitors are acquired. This information is vital, as it can allow you to tailor different parts of your website to certain visitors at various stages of their journey with you.
For example, if organic traffic is a key driver of your website traffic, it’s important for your agency to ensure that lots of the hierarchical structure of copy is maintained throughout the site.
This is also helpful in optimising your wider digital marketing strategy, by recognising what’s working well and what isn’t, from a web traffic perspective.
Bonus Tip – If you’re running Google Adwords, make sure your agency partner is aware of all the URLs that need to be redirected, and that this doesn’t affect your ad spend.
2 – Your Visitors’ Demographics
Google Analytics can provide detailed insights into your website’s visitors, with data covering everything from age, gender, location, language, and more. This helps you gain a clear, specific understanding of who’s coming to your website, and that can inform important decisions about your design.
It will also help you determine whether or not you’re attracting the right audience, which could alert you to a need for changes in your design and branding.
Bonus Tip – If you have a lot of visitors from other countries, you may need to talk to your agency about setting up a content delivery network (CDN) on the hosting server to deliver content from that location.
3 – Your Visitors’ Interests
You can use Google Analytics to view information about your visitors’ interests, past searches, and other online behaviour. This can help you identify what they’re looking for when they’re visiting your site. You can then tailor your design and content to match any unaddressed questions, challenges, or needs they might be looking to meet.
4 – Your Visitors’ Behaviour
Google Analytics can give you a graphical representation of your visitors’ behaviour when interacting with your site. This includes where they’ve entered your site, where they went next, what their whole journey through your site looks like, and where they eventually left.
This provides great opportunities to optimise certain pages that aren’t performing well enough. You can also learn what your visitors respond well to from pages that already have strong engagement.
Mapping your users’ journeys may also uncover insights to help you create links between certain services, hone in on special offers that will drive increased conversions, and many other ways to boost engagement.
5 – Your Conversions
Your conversions are a critical measurement of your site’s success. Whether you’re aiming for subscriptions, demo sign-ups, contact form submissions, downloads, or anything else, failing to achieve your conversion targets means something isn’t working.
You can use Google Analytics to set goals for conversions, monitor performance, and highlight areas where you need to improve.
Taking this analytical approach will ensure your website’s design is tailored to supporting your strategic objectives.
Bonus Tip – On July 1, 2023, for continued website measurement, you’ll need to migrate your original property settings to a Google Analytics 4 (GA4) property. Your agency partner should be on top of this though.
Data Tracking
Next, if applicable, your agency should review any existing tracking resources you have in place on your website.
A successful website design is based on many different factors, each an important component in engaging your audience, converting them into clients, and growing your business.
This is why it’s useful to look into key metrics you may use to measure your success against, then use the related data and analytics to inform your design. Tailoring your UX based on your findings will ensure your website is designed specifically to optimise your user behaviours.
Bonus Tip – If you don’t have any additional tracking in place, both HotJar and Crazy Egg are great tools to use.
Analysing External Factors
Understanding Your Target Audience
One of the most important parts of building a new website is understanding the preferences of the audience you’re targeting. You know what your ideal customer profiles (ICP) look like, but do you understand how they behave when interacting with websites online?
Every decision about your website’s design must be made with consideration and empathy for your users. As touched on in the previous section, audience research will include a wide range of variables, including:
- Demographics
- Goals
- Challenges
- Motivations
- Preferences
- Frustrations.
This part of the research will contribute towards building user personas and user journeys at a later stage of the design process.
A user persona is a fictional person that you can use to represent the target audience of your website. These personas will help you focus on the desired interactions between the ideal user and the website you’re building. Creating personas also helps to map the users’ needs to your goals for the project.
A user journey is a path that a user may take to reach their goal when using your website. Hypothetical user journeys are created at this stage, as they help to identify the different ways the site’s design needs to enable the user to achieve their goal as quickly and easily as possible.
With these, you can begin to paint a picture of how your target audience will interact with your website, allowing you to create a satisfying user experience.
Industry Landscape
Researching your industry landscape will reveal a great deal about what to do, and what not to do. An analysis of the wider market you operate in will help you benchmark yourself against industry leaders, and highlight mistakes being made by any businesses lagging behind. It’s useful to be aware of any industry trends or points of influence that may inform your website’s design as well.
Bonus Tip – You’re an expert in your industry. Your agency is not, but they are experts in web design and marketing trends. Work closely together by leveraging each other’s knowledge and expertise to paint the full picture of what makes modern websites successful from a design perspective.
Competitor Research
It’s also crucial to conduct a thorough competitor analysis to see what the benchmark is for a successful website in your industry. Conversely, some competitors may provide examples of bad design that can help you identify pitfalls to avoid with your own site.
Around five of your competitors is usually a good number to look into. To do this, your agency should work with you on assessing their websites in key areas such as:
- Design look and feel
- Structure and navigation
- Features and functionality
- User experience
- Content and layout
- Calls-to-action
- Speed and performance
- And anything else relevant to your project.
This research will allow you to recognise opportunities, gaps in the market, important trends, and any other insights you can gather.
Making Data-Driven Decisions
Following all this research, your agency will work on developing a strategy for your website, recommending the optimum route through the rest of the design process.
Your agency will provide a report detailing all the findings from the strategy workshop and research. This should often include a sitemap document and a content framework for your site as well.
An agency should always provide the opportunity for feedback and iterations on crucial documents like this, so you should then be given time to review this and provide feedback.
Bonus Tip – Don’t be afraid to ask questions, challenge things you’re unsure about, or change your mind during this feedback and revision process. These are big decisions, and it’s important to be 100% sure about the direction your website’s design is being taken.
Once you’ve worked through this feedback with your agency and you’re happy with everything they’ve planned, you can then move into the phase of the project that focuses on the visual identity of your site.
Bringing it All Together in the Design
A thorough, well managed research and planning phase is an essential part of designing a successful website. By having a strategy backed up by tangible data in place, you’ll be able to work through the remaining phases of the overall design process in a more efficient and effective way.
It also helps anticipate any challenges or potential issues in the design process and allows you to mitigate them before they arise, saving you time and money in the long-run.
This phase is arguably the most important in ensuring your agency can meet your specific requirements and expectations, on time and within budget.
If you’d like to discover what’s involved in the next phase of a web design project, exploring the visual identity of your site, read our next article here.
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- Brainstorming and ideation
- Assistance in research and information-gathering
- Writing copy
- Writing code
- Image and video creation
- Data analysis
- Automating manual processes.
- GPT-4 was released as an upgrade to Chat GPT. GPT-4 can understand images, process 25,000 words in one go, earn a top 10% score on complex exams, and even demonstrate some advanced reasoning capabilities.
- Adobe released Firefly, which is a programme with a range of new generative AI features. It can create outstanding new content using simple language, with almost-unlimited creative options like turning 3D compositions into photorealistic images and automating advanced video editing processes.
- GitHub launched CoPilotX, which can supposedly boost coding speed by up to 55%. CoPilotX has similar features to Chat GPT, but will be used by software engineers and developers to boost productivity and time-to-market.
- And, just last week, Stability AI released its Stable Diffusion XL model, offering photorealism through an intricate editing interface. It’s reportedly built with around 2.3 billion parameters.
- Continually scrolling as we know is addictive, a pro…debatable but it does have a better usability experience than clicking
- There is a better chance of user engagement
- Users have the opportunity to discover new content with little to no thinking
- Thanks to social media continuously scrolling on mobile has become the prefered way to interact with content
- There is no way for the user to reference or bookmark content of interest
- If done incorrectly it can have an impact on site performance as the page needs to load infinite content as the user scrolls
- Your user will never reach the footer which may house important information for them
- Your pages will have a good conversion rate because as people are searching it will show in a specific list of items
- It will give your users a scene of control and clarify how long it will take them to find what they are looking for.
- A returning user will be able to identify quickly where the content is
- It obstructs the user experience which will lead to lower engagement rates
- If not implemented properly can cause confusion
- So which one is better for you? The bottom line is no ideal or stronger one, it all comes down to your UX and content requirements. The best thing to do is to analyse web and user goals and make decisions based on them.
Industry News
25 April, 2023
The Changing Roles of Web Design and Development in the Age of AI
Summary
In the first few months of 2023, generative AI has burst on to the scene and begun to change our relationship with technology forever. Already, there’s plenty of evidence to suggest that people in a wide range of jobs will have to adapt quickly or risk being replaced. In this article, we explore the impact AI is having on the web design and development industry, as well as how businesses, and people, should approach working with this innovative technology.
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AI tools are nothing new. We’ve all been using them for years, from chatbots to predictive text to voice-controlled assistants like Siri and Alexa. But the recent mainstream adoption of AI tools such as Chat GPT, and the rapid advancement of the technology itself, has caused huge disruption across a number of industries.
Many assumed that people like marketers, software developers, and UX and UI designers would be some of the last ones at risk of having their jobs taken by AI, due to their need for creative skill and use of human emotion. Ironically, these roles have been some of the first to come “under threat” over the past few months.
AI’s speed and efficiency is already forcing us to ask questions about the future of the web design and development industry. With that in mind, one question in particular has dominated discussion online so far this year:
Are our jobs in danger of being taken by AI?
By now, you’re almost certainly aware that AI offers incredible value by accelerating workflows and augmenting skills. Some of the most beneficial use cases lie in:
AI can also devise entire business and marketing strategies, solve complex problems, and even create its own AI-powered applications from scratch. Perhaps most importantly, it can do all these tasks in a matter of seconds, when most of them would take a human several hours, days or even months.
The Latest News and Tools (at the Time of Writing)
Over the past few months, there are more and more AI-powered tools being released on an almost daily basis.
The number of AI tools that have been released recently is staggering, and the capabilities of some of them is truly mind-blowing. Just last month, in March 2023:
It’s both exciting and terrifying to think these highly intelligent tools are just the tip of the AI iceberg. When you consider how common it’s now become to use AI to develop even more advanced AI, it seems that the rate of evolution will only continue to increase exponentially from here.
How is AI Transforming Design and Development?
While these AI tools are extremely impressive, it’s not as straightforward as simply plugging them in and sitting back while they literally do your work for you. It’s possible we may get there one day, but right now we believe we’re a long way off.
These tools are highly sophisticated and intuitive, and their adoption is probably going to change the way we all work forever. However, this should be seen as technology that will augment and enhance people’s ability to do their jobs, or create new jobs entirely, rather than “steal” them away from us.
The current use cases for AI are mostly just ways for you to do your work, much faster and more effectively. This could either be done by automating processes to save time, or by supplementing your existing skill-set with new capabilities with the help of AI. For example, if you wanted to convert your code from one language into multiple languages, you would be able to do this with the help of Chat GPT.
When it comes to user experience (UX) design, one crucial thing AI will always be missing is human empathy, emotion, and understanding. A company looking to create a high-performance website that supports their strategic business goals and engages their target audience will fail if they don’t take into account human understanding and collaboration between them and their web development agency.
Outlining the What and the How is important, but the Why is arguably what drives great UX and UI.
“Design is not just a visual experience, it’s an emotional one. It should make people feel something.”
Nathan Shedroff, Author and Professor of Design Strategy
UX design is a nuanced, collaborative process, focusing on the specific requirements of the business and the specific needs of the target audience. You can save a lot of time using AI to produce a high volume of early conceptual designs or accelerate your copywriting process. But without the human element, none of these things will be authentic or anywhere near the required standard.
Potential Concerns and Risks with AI
Of course, we’ve not even mentioned the rising concerns and risks associated with AI yet. Just last month, over 1,000 technology leaders and influencers signed a petition to halt the development of generative AI until more governance can be introduced to ensure its safety.
There are still some serious grey areas regarding the use of this technology in business as well, from regulations and legal implications to the copyright of creative work like logos and images. These are providing opportunities for a wide range of new forms of cyber crime, phishing, and “deep-fake” imitations which could spiral out of control if left unchecked.
There are also plenty of moral issues surrounding AI that we must consider. For example, what implications will there be for our society if global businesses do begin replacing humans with AI on a large scale?
A key concern is that Generative AI is also having a significant impact on the environment, which is a conversation most people seem to be avoiding for the time being. With the global fight to reduce carbon emissions intensifying, and more businesses placing sustainability at the core of their values, there needs to be some action taken to balance those priorities with the efficiency and speed enabled by AI.
The SoBold Perspective
From our perspective, as a leading design and development agency, we believe that people will always want and need to work with other people. Personable relationships, real-life experience, and critical thinking are all essential parts of our work. In many cases, that’s also what many of our clients value most about our services.
Granted, we’re always looking for innovative new ways to push the boundaries, and AI is an incredible tool that will help us do that. But it won’t replace crucial human characteristics like empathy, emotion, and subjective opinions.
It will, however, help us spend less time on low-value tasks, and more time to focus on building stronger relationships and gaining a deeper understanding of our clients’ needs. That will only result in improving the work we deliver, which is something we’re always striving to achieve.
The Verdict on AI (for Now)
This year will probably be looked back on as a turning point in history when AI was introduced to the world. But this technology won’t replace too many jobs just yet. Instead, it will enhance our ability to work smarter, faster, and more efficiently.
For now, the only people at risk of losing their jobs to AI are those who fail – or refuse – to adapt to this new way of working and embrace the change. Similarly, if you’re using AI because you’re being lazy or complacent, that will also cause problems. You should never use work produced by a generative AI tool without checking its quality and accuracy, and you’ll always need to add a human touch before considering it finished.
On the other hand, if you’re forward-thinking and agile, embracing AI will make you exponentially better at your job. Here at SoBold, we’re personally most excited by how AI has the potential to help us vastly improve the service we deliver for our clients.
Of course, this technology is evolving so fast that it’s difficult to predict where we’ll stand a year from now. We’ll be discussing this, and lots of other important trends, in our new monthly newsletter.
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Announcement
30 October, 2022
Transport for London renew Cookie Management Contract with SoBold
SoBold is pleased to announce that they have renewed their contract with Transport for London to manage and support a bespoke Cookie Consent Management Tool for use across TfL’s portfolio of websites which includes 30 domains.
SoBold recently became only the 3rd Platinum Certified Cookiebot Partner in the UK having been an authorised Reseller of Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018.
Transport for London’s desire to extend its relationship with SoBold for a further year, highlights the importance of the work SoBold are doing to manage its bespoke Cookie Consent Management solution across its portfolio of website which have missions of visitors per month. The contract renewal cements SoBold’s position as one of the leading Cookiebot resellers.
For more information on SoBold’s work to date with Transport for London, see their case study.
SoBold Technical Director, Sam Phillips said:
It is great to see Transport for London renew its cookie management contract with SoBold for a fifth successive year. Over the last year we have continued to evolve their bespoke solution adding in full IAB TCF support as well updating the design to reflect TFL’s updated guidelines. We’re looking forward to continuing to support TfL over the next 12 months.
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Announcement
10 September, 2022
SoBold achieve ISO 9001 Certification in Quality Management
SoBold are delighted to announce that they have been awarded the world’s most recognised Quality Management System Standard, ISO 9001.
SoBold have worked incredibly hard over the past few years to set and follow processes and procedures as a company that ensure they are providing quality work to their clients.
As the number of enterprise clients grows, SoBold’s ISO 9001 certification will be able to give their clients the assurances they need around SoBold’s consistency and quality services in the work they produce.
ISO 9001 is one of the most commonly used management system across the world and SoBold believes this is going to open up considerably more opportunities with winning tenders and contracts to ensure SoBold continues to be one of the leading WordPress Website Design and Development Agencies in the UK.
As SoBold continue to scale as a business, the need for efficiency has never been greater. It is absolutely essential that all internal communication works to the same processes and agenda and the ISO 9001 certification allows this to be possible.
In order to achieve our ISO 9001 certification, SoBold worked closely with QMS International, who provide expert consultancy to businesses looking to achieve their certification. QMS have a team of over 50 consultants and auditors and they ensure the experience they provide is streamlined and uncomplicated.
SoBold Technical Director, Sam Phillips said:
We are delighted to have been issued with our ISO 9001 certification, recognising our commitment to quality. Over the past 12 months we’ve spent a great deal of time improving and documenting our internal processes to help streamline delivery of projects and ensure we continue to deliver on the high standards we set for ourselves. Achieving this certification is a reflection of all this work.
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Industry News
14 January, 2025
Five Things We Learned at Brighton SEO
Back in early October, SoBold made our debut visit to Brighton SEO. Since then, we’ve been busy putting the invaluable lessons from the event’s talented speakers into action, all while navigating Google’s November and December Core Updates. Now the dust has (hopefully) settled on the update-front, and the with next iteration of Brighton SEO still a few months away, we’ve taken the opportunity to reflect on our key takeaways and their impact on our approach.
A functional relationship with your development team is critical for SEO success
During Brighton SEO, a recurring theme across different talks was the challenges SEOs face when working with development teams, particularly those that operate in silos. Whether in-house or outsourced to separate agencies, a lack of communication, deprioritised SEO tickets, and limited understanding of SEO best practices often lead to delays, errors, and missed opportunities. Many speakers and attendees expressed frustration at the need for excessive hand-holding to ensure even basic tasks were actioned correctly.
At SoBold, we avoid these risks with a collaborative effort between our development and SEO teams. As a WordPress-first agency, our integrated approach ensures SEO tickets are prioritised appropriately, and implemented to the highest standard. By removing barriers between teams, we’re more efficient and deliver results that drive SEO success.
Don’t discount the basics
It sounds very simple, but one of the biggest takeaways from Brighton SEO was how critical the fundamentals remain to SEO success. Numerous case studies and real-world examples shared by speakers reinforced that many websites fail to rank well simply because they lack a strong foundation. While advanced techniques and tools may sound exciting, the potential is often wasted on websites that haven’t addressed core issues.
Speakers emphasised that getting the basics right still yields some of the highest returns. Core Web Vitals, metadata optimisation, fixing 4xx and 3xx errors, a clear site hierarchy and URL structure, proper indexation, robots.txt configurations and ensuring basic analytics are in place all play a pivotal role. These essentials are often the difference between stagnation and significant ranking improvements. Ensure your fundamentals are sound before turning to more advanced methods and strategies.
AI can be a game-changer for audits, but nothing beats human written content
AI has been the buzzword of the industry in the past two years. Incorporating AI into everyday tasks to maximise efficiency was a key theme at Brighton SEO, specifically the use of AI to streamline time consuming tasks like audits and data analysis.
Audits are central to developing an SEO strategy and crafting roadmaps, and leveraging different AI and machine learning strategies to research, collate, and organise relevant data was a hot topic at the conference, with lots of very knowledgeable people offering extremely useful and actionable insights into how existing workflows can be enhanced through AI.
By leveraging AI tools and machine learning, SEOs can quickly identify technical errors, gather keyword insights and generate comprehensive reports, freeing up more time for the higher-impact strategic work. Speakers showcased actionable ways to integrate AI into workflows, potentially revolutionising the process of audits, roadmaps, and reporting.
However, there are clear limits to the use of AI. While it excels behind the scenes, it falls short when it comes to creating authentic, engaging content. Google’s guidelines, a number of algorithm updates, and leading voices within the SEO community on social media continue to emphasise that nothing beats human-written content based on real expertise and experience. The message was clear: AI can enhance efficiency, but content that resonates with users, builds trust and meets the intent of the searcher must remain in the hands of skilled human writers.
Google’s AI snippets are traffic thieves
Generative AI has been a hot topic across numerous industries since the launch of ChatGPT 3.5 in November 2022, especially in SEO. Google has released numerous updates (to mixed responses) to combat the large influx of AI generated content and the ability for anyone to churn out masses of content on subjects outside their areas of expertise.
There’s no doubt the rise of AI sent internal shockwaves at Google, who had to quickly innovate to withhold a potential threat to their dominance. As a consequence, they released the Google Generative AI Snippets, which generates AI answers at the top of the search results for a range of queries, based on information it’s gleaned from the top ranking pages for said query.
While the concept may seem beneficial to users, the reality is stark for website owners and their SEOs: visibility is drastically reduced. Data presented at Brighton SEO revealed that URLs in Position 1 under these snippets suffered traffic drops of 70%.
Many SEOs and site owners argue this practice borders on theft, as Google repurposes content with minimal credit or incentive for users to click through, and wouldn’t be able to surface any of this content without the websites creating it in the first place. This controversy isn’t going away anytime soon, and SEOs will need to strategise carefully to adapt to this new reality.
Test, test, and test again
Many of the talks were very insightful, offering new methods and solutions for a range of tasks. But each website is different, and what may have a profound impact on one website may not do the same on another.
There are very little one size fits all in SEO, and our testing of the new methods and techniques detailed at Brighton SEO has shown just that. We can take the direct learnings from these talks and apply them literally with minimal change, but with benchmarking the initial metrics, examining the difference once recommendations are applied, and tweaking these with our own insights, we can maximise the impact.
Whilst the wealth of talent and expertise of the speakers at Brighton SEO was at a very high standard, SEOs shouldn’t rest on the laurels and only go as far as these talks suggest, but leverage their own expertise and knowledge, pairing it with the expertise from these conferences to get the best results. Building upon some of the strategies outlined at Brighton SEO and putting our own SoBold-spin on these is already bearing fruit, and testing is at the heart of this.
Final Thoughts
From the importance of solid fundamentals to embracing AI’s potential while recognising its limitations, these takeaways are invaluable for SEOs and developers alike. By testing, adapting, and collaborating, we can turn these learnings into impactful strategies allowing us to navigate the uncertainty of Google Updates, as we look ahead to the next conference in April.
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UX Design
10 May, 2022
Infinite Scroll vs Pagination. Which is better for you?
We recently had a friendly debate in our office of which we thought was a better experience but putting personal bias aside there is no right or wrong answer. It all depends on the type of service you are providing.
Content is what defines your website and the reason why your audience will return again and again. Choosing the right browsing experience based on your unique content will enrich the experience rather than leave your audience feeling confused and frustrated.
What is infinite scrolling?
I think it’s fair to say at some point we have all fallen down the rabbit hole of endless scrolling. In short infinite scrolling is a technique used to fetch a continuous source of information as a user reaches the bottom of a page. Pinterest and Unsplash are great examples of the use of dynamic content.
What is pagination?
Pagination is the sequence of numbers used up to divide pages of content that a user can control, you’ll see this commonly used on large e-commerce sites or information websites that update content regularly.
The pros and cons of:
Infinite scrolling
Pros:
Cons:
Pagination
Pros:
Cons: