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+

    Designing
        for
    Persuasion

Mobile Services for Health Behavior Change
                     April 27, 2009
            Persuasive 2009, Claremont, CA
+ Panelists
   Kendra Markle
   Kaiser Permanente/AlterActions

   Kevin
       Patrick
   UCSD/Calit2

   SonnyConsolvo
   Intel Research

   KaraChanasyk, Moderator
   Stanford Persuasive Technology Lab
   White Lotus Design
+Agenda
              About the Panelists
          

              Persuasive Techniques for Mobile
          

              Examples:
          
              Persuasive Design in Action

              Discussion
          

              Q&A
          
+     Kendra Markle
      Kaiser Permanente/AlterActions.org
I design tools that help people                          Nutrition
make healthy changes in their behavior
                                                         Exercise
    Kaiser Permanente's
     Stress Management Services                      Stress Management

                  Text & email reminders,
                                                         Weight
                  screensavers, audio guided
                                                       Management
                  relaxations, etc
    Breathe
                                                     Cognitive Behavior
              Relaxation Remindersvia Text Message    Therapy (CBT)
+   Kevin Patrick, MD, MS
      Professor of Family and Preventive Medicine
      University of California, San Diego

      Director, Center for Wireless and Population Health
      Systems, Calit2
      University of California, San Diego

      Editor-in-Chief
      American Journal of Preventive Medicine

      Co-Founder, Santech, Inc



                            UC San Diego
Center for Wireless &
Population Health Systems
+     Kevin Patrick, MD, MS
    Exploring the use of mobile devices, sensors and related systems to
    promote improved health behaviors and outcomes

                 SMS/MMS approach to reduce weight in obese adults; Pilotcomplete; Larger
    mDIET
                 study pending incl. Spanish language (NIH/NCI)

                 Mobile-phone based system supportingnear real-time capture of energy intake
e/Balance &
                 and expenditure; tools for researchers and for consumers (NIH/NCI SBIRs)
my/Balance
                 Measurement of physical activity time/space paths in context of Gene-
                 environment exposure biology research (NIH/NIEHS)
    PALMS
                 Social-Mobile approach to reduce weight in young adults
                 SMS/MMS + Facebook apps (NIH/NHLBI; pending approval)
    SMART
                 Mobile phone + sensors to provide near real-time feedback to users on
                 environmental health factors plus collective data over time to third party users
   CitSense      (public health, etc.)
                 (NSF; under review; W. Griswold, PI)




                                   UC San Diego
 Center for Wireless &
 Population Health Systems
+         Sonny Consolvo
Houston




                                +                         =
                     +                                             ?
           journal       pedometer     social influence          increased
                                                                step count?




                     +                            =
                                  +                                ?
UbiFit




                                      glanceable display
           journal   fitness device                           regular & varied
                                                              physical activity?
+
+ Persuasive
  Design           Goal Setting
               
  Techniques
                   Reminders
               

                   Tracking
               

                   Rewards
               

                   Social Support
               

                   ... among others
               
+   Tracking Transformed
+   Reminders Redefined
Reminders
     Social Support
    Rewards
                             Reminders
     Goal Setting

+
                              Reminders
                      Social Support
                          Tracking
+
    Reminders
    Kendra Markle
+ Text Message Reminders for
 Stress Management


                               Reminder & prompt to
                                 respond

                               Response & tracking

                               Reinforcement



                               Social support
+
    Reminders are Triggers

    Break down new behaviors into small steps
    Reminders can teach, guide and reinforce these steps

                                            They’llbe asking
     Small steps should be                                            Make them feel
     Fun/Interesting                        Is this worth it to me?   Immediate
     Not Annoying                                                     gratification

     Easy/Achievable                        Can I do this?            Like they rule*
     Fast
    Text messages are only 160 characters long

    *Kathy Sierra: 'Creating Passionate Users'
+ Accommodate Personality Differences




Relaxation Types:

    Physical tasks



    Visualization tasks



    Thought tasks, etc

+ Reinforcement
  Positive   reinforcementincreases
  motivation before next reminder
  (regardless of success)

  Use   surveillancelet them know
  you‟re paying attention to what they do

  Reiteratewhat you want them to learn
  so they remember it
+ Use Teams to Exert Social Influence

  Reminders  can communicate social dynamics and create
  friendly competition
                                                   Brian is your rock
  Use   intermittent reinforcement                 star relaxer for
                                                     Team Tension
                                                    Tamers with full
                                                    participation so
               Good job Lynn                               far.
              and Marcie! Can
              you help Marilyn
                relax? New
                                     Congratulations on full
              message coming
                                 participation this week, Team
                later today.
                                 Harmonious! You are in first
                                  place. New messages each
                                         day this week.
+ Let Them Initiate Contact Too

  Push remindersdeliver frequent, randomly timed
  text messages to them

  Pull
      remindersallow them to ask for help when
  they need it

                                    Try this: Envision going
                                    down a slow escalator.
                                     Count from 10 to 1 as
                      Help me        you descend deeper
      Aurrgh! I‟m    Relax now        into relaxation. Text
     feeling tense
                                    back how effective this
                                        was for you (0-5)
+ Lessons Learned about Reminders
  Design   for contextyour reminders enter their
  life in their context

  Make160 characters memorable(Read
  „Made to Stick‟)

  Give
      them options(how, when, how
  many, what type) upon sign up and in real time

  Builda personal connectionby personalizing
  feedback to them based on their actions. (Don‟t
  say „Great job relaxing this week‟ to everyone
  regardless of their actual behavior)
+ Text Messages Make Great Reminders
 Text message reminders:
     Reach people where ever they are
 

     In their context
 

     Real time (mostly)
 

     Can interrupt (which can be good and bad)
 



 Exerting influence at decisive moments:
     Before scheduled stressful events
 

     When they‟re in traffic
 

     By proximity, when they‟re near their friends or their gym or other triggering
 
     locations

     When their friends are relaxing/engaging in the target behavior
 
+
    Tracking
    Kevin Patrick, MD, MS
+ Tracking & Self-Monitoring
          Volitional
      
           Event-driven   (e.g. after every meal)

           Practiced   art (mastery…)
          Prompted
      
           Time   of day (routine or tailored)

           Event-driven - requires context/situation awareness
           via sensor. e/Balance and my/Balance do this via
           GPS

           Learned   (pattern recognition)**
      **Subject of current and proposed research

                                 UC San Diego
Center for Wireless &
Population Health Systems
+ mDIET Intervention Components
  supporting tracking
     Daily Text & Picture Messages
 
         Participant could choose the # of messages to receive & times to receive the messages
     
               (2-5 messages per day)
         Daily messages are statements or questions
     


     Printed Materials for recommended weekly reading
 
         Behavioral Skills, Nutrition, and PA topics (e.g. Self-monitoring, Portion Control, Routine Physical
     
         Activity) First half provided in Binder at baseline; Second half provided at mid-point
         measurement visit

     Monthly Brief Counseling Calls (5-15 minutes)
 
         Progress and counseling calls from their Health Coach addressing strategies,
     
              social support, problem solving, etc.

     Goals
 
         Daily 500 calorie deficit (through calorie reduction and an increase in calories burned)
     


     Self-Monitoring
 
         Weekly weigh in (text weight) and daily food & exercise journal
     


     Control group received mailed educational materials monthly on nutrition & physical activity.
+ Types of mDIET Messages that support Tracking
    Type of Text or Picture Message                                     Example
  Motivational Sayings                      Never say never, you can do it! Keep up the good work!)
  Nutrition & Physical Activity Tips        Try 10 baby carrots and a tablespoon of fat-free dressing for a
                                            100 calorie snack; Want extra steps? Take the stairs today


  Nutrition & Physical Activity Reminders   Remember to move more today to reach your 12,000 step
                                            goal; Be sure to practice portion control strategies at your next
                                            meal

  Short-Term Goal Reminders                 Think about what you can do in the next 4 hours to be healthy


  Behavior Questions                        Have you practiced portion control strategies today? Have you
                                            reached your 12,000 step goal today?

  Weekly Weight Questions                   What is your weight?
  Weekly Weight Graphs                      Chart of weekly weights


  Portion Control Picture Messages          Pictures of portion sizes
+
    MMS & SMS Feedback


                 Nice progress! You're on your
                 way to reaching your goal. It will
                 take time, but you have the
                 motivation to succeed.
+ Rule-based Dialogues:
  Messages sent based on the user‟s previous
  responses




                       UC San Diego
+ Tracking & Self-Monitoring
             Volitional
         
              Event-driven     (e.g. after every meal)

              Practiced     art (mastery…)
             Prompted
         
              Time   of day (routine or tailored)

              Event-driven - requires context/situation awareness
              via sensor. e/Balance and my/Balance do this via
              GPS

              Learned      (pattern recognition)
         Closely linked to reminders and “attention technologies”

                                      UC San Diego
Center for Wireless &
Population Health Systems
+ Attention Technologies

      Proactive – best to know when it‟s most relevant (e.g., when you‟re
  
            being exposed)

      Peripheral – shouldn‟t divert attention during “critical” tasks
  

      Unobtrusive – shouldn‟t cause social problems
  
       sound will be out in many cases

      Rich – don‟t have to get out phone to look at it
  

      Adaptive – changes according to your task, etc.
  

      Redundant – if you‟re busy, miss a notification, or don‟t understand
  
      it




            From: William Griswold, PhD, UCSD
+ Rewards
 Sunny Consolvo
Rewarding vs. Punishing




                                                                +
    If your mobile phone rewarded or punished you based on

    your physical activities, how would it likely affect your
    behavior?
Rewards & Punishment in Technologies




                                                                           +
that Encourage Physical Activity
Fish‘n’Steps(Lin et al.)   Houston (Consolvo et al.)   UbiFit(Consolvo et al.)
+
    Participants‟ reactions: Fish„n‟Steps

        Happy Fish => Happy Participants
    

        Sad Fish => System avoidance/abandonment
    




        Reactions caused researchers to rethink the use of punishment
    
        as a motivator
+
    Participants‟ reactions: Houston
       Small    rewards felt surprisingly good

           “It was kind of cool to have that
       
           [the „*‟]. It was like, oh, a star…gosh
           how the little things, you know. The
           little things that count, the star.”

           “It was like, yes, I rock!...and it was
       
           fun to go back [in last 7 days] and
           go, yes, there’s my star for that
           day…”
Participant‟s reactions: UbiFit




                                                                +
 It   was a “gentle reminder” to be active
       “It’s a nice, gentle reminder that getting off
  
       my duff…every other day is not too much to ask.”



 Barriers came up more frequently than
  participants realized
       “It was awful…I was like counting the days since I had
  
       been to the gym or since I had done anything because I
       had some really sick days where just stretching made
       me want to throw up.”
+
    Reward, don‟t punish
         These are often intended to be long-term, discretionary
     
         use technologies

         Use positive reinforcement or rewards to encourage
     
         change.

         Do not punish the individual for lack of the desired
     
         behavior, but try to keep her engaged in the behavior
         and the technology to help her get back on track.
+ Social Support
    Opportunities for leveraging Social Support as
     a Persuasive Design technique

    Considerations when incorporating Social
     Support
Is there a
+   Recipe for Persuasion?
What are the
+   near future opportunities?
What challenges are keeping
+   mHealth from becoming
    mainstream?
+ Q&A
+ Thank you!                 Kara Chanasyk
                         
                             kara@whitelotusdesign.com

                             Kendra Markle
                         
  We‟d be glad to talk       kendra@alteractions.org
  with you if you have
  questions.                 Kevin Patrick
                         
                             kpatrick@ucsd.edu

                             Sunny Consolvo
                         
                             sunny.consolvo@intel.com


                                 Slides are available at:
                              www.whitelotusdesign.com/per
                                       suasive09

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Persuasive2009

  • 1. + Designing for Persuasion Mobile Services for Health Behavior Change April 27, 2009 Persuasive 2009, Claremont, CA
  • 2. + Panelists  Kendra Markle Kaiser Permanente/AlterActions  Kevin Patrick UCSD/Calit2  SonnyConsolvo Intel Research  KaraChanasyk, Moderator Stanford Persuasive Technology Lab White Lotus Design
  • 3. +Agenda About the Panelists  Persuasive Techniques for Mobile  Examples:  Persuasive Design in Action Discussion  Q&A 
  • 4. + Kendra Markle Kaiser Permanente/AlterActions.org I design tools that help people Nutrition make healthy changes in their behavior Exercise Kaiser Permanente's Stress Management Services Stress Management Text & email reminders, Weight screensavers, audio guided Management relaxations, etc Breathe Cognitive Behavior Relaxation Remindersvia Text Message Therapy (CBT)
  • 5. + Kevin Patrick, MD, MS Professor of Family and Preventive Medicine University of California, San Diego Director, Center for Wireless and Population Health Systems, Calit2 University of California, San Diego Editor-in-Chief American Journal of Preventive Medicine Co-Founder, Santech, Inc UC San Diego Center for Wireless & Population Health Systems
  • 6. + Kevin Patrick, MD, MS Exploring the use of mobile devices, sensors and related systems to promote improved health behaviors and outcomes SMS/MMS approach to reduce weight in obese adults; Pilotcomplete; Larger mDIET study pending incl. Spanish language (NIH/NCI) Mobile-phone based system supportingnear real-time capture of energy intake e/Balance & and expenditure; tools for researchers and for consumers (NIH/NCI SBIRs) my/Balance Measurement of physical activity time/space paths in context of Gene- environment exposure biology research (NIH/NIEHS) PALMS Social-Mobile approach to reduce weight in young adults SMS/MMS + Facebook apps (NIH/NHLBI; pending approval) SMART Mobile phone + sensors to provide near real-time feedback to users on environmental health factors plus collective data over time to third party users CitSense (public health, etc.) (NSF; under review; W. Griswold, PI) UC San Diego Center for Wireless & Population Health Systems
  • 7. + Sonny Consolvo Houston + = + ? journal pedometer social influence increased step count? + = + ? UbiFit glanceable display journal fitness device regular & varied physical activity?
  • 8. +
  • 9. + Persuasive Design Goal Setting  Techniques Reminders  Tracking  Rewards  Social Support  ... among others 
  • 10. + Tracking Transformed
  • 11. + Reminders Redefined
  • 12. Reminders Social Support Rewards Reminders Goal Setting + Reminders Social Support Tracking
  • 13. + Reminders Kendra Markle
  • 14. + Text Message Reminders for Stress Management Reminder & prompt to respond Response & tracking Reinforcement Social support
  • 15. + Reminders are Triggers Break down new behaviors into small steps Reminders can teach, guide and reinforce these steps They’llbe asking Small steps should be Make them feel Fun/Interesting Is this worth it to me? Immediate Not Annoying gratification Easy/Achievable Can I do this? Like they rule* Fast Text messages are only 160 characters long *Kathy Sierra: 'Creating Passionate Users'
  • 16. + Accommodate Personality Differences Relaxation Types: Physical tasks  Visualization tasks  Thought tasks, etc 
  • 17. + Reinforcement  Positive reinforcementincreases motivation before next reminder (regardless of success)  Use surveillancelet them know you‟re paying attention to what they do  Reiteratewhat you want them to learn so they remember it
  • 18. + Use Teams to Exert Social Influence  Reminders can communicate social dynamics and create friendly competition Brian is your rock  Use intermittent reinforcement star relaxer for Team Tension Tamers with full participation so Good job Lynn far. and Marcie! Can you help Marilyn relax? New Congratulations on full message coming participation this week, Team later today. Harmonious! You are in first place. New messages each day this week.
  • 19. + Let Them Initiate Contact Too  Push remindersdeliver frequent, randomly timed text messages to them  Pull remindersallow them to ask for help when they need it Try this: Envision going down a slow escalator. Count from 10 to 1 as Help me you descend deeper Aurrgh! I‟m Relax now into relaxation. Text feeling tense back how effective this was for you (0-5)
  • 20. + Lessons Learned about Reminders  Design for contextyour reminders enter their life in their context  Make160 characters memorable(Read „Made to Stick‟)  Give them options(how, when, how many, what type) upon sign up and in real time  Builda personal connectionby personalizing feedback to them based on their actions. (Don‟t say „Great job relaxing this week‟ to everyone regardless of their actual behavior)
  • 21. + Text Messages Make Great Reminders Text message reminders: Reach people where ever they are  In their context  Real time (mostly)  Can interrupt (which can be good and bad)  Exerting influence at decisive moments: Before scheduled stressful events  When they‟re in traffic  By proximity, when they‟re near their friends or their gym or other triggering  locations When their friends are relaxing/engaging in the target behavior 
  • 22. + Tracking Kevin Patrick, MD, MS
  • 23. + Tracking & Self-Monitoring Volitional   Event-driven (e.g. after every meal)  Practiced art (mastery…) Prompted   Time of day (routine or tailored)  Event-driven - requires context/situation awareness via sensor. e/Balance and my/Balance do this via GPS  Learned (pattern recognition)** **Subject of current and proposed research UC San Diego Center for Wireless & Population Health Systems
  • 24. + mDIET Intervention Components supporting tracking Daily Text & Picture Messages  Participant could choose the # of messages to receive & times to receive the messages  (2-5 messages per day) Daily messages are statements or questions  Printed Materials for recommended weekly reading  Behavioral Skills, Nutrition, and PA topics (e.g. Self-monitoring, Portion Control, Routine Physical  Activity) First half provided in Binder at baseline; Second half provided at mid-point measurement visit Monthly Brief Counseling Calls (5-15 minutes)  Progress and counseling calls from their Health Coach addressing strategies,  social support, problem solving, etc. Goals  Daily 500 calorie deficit (through calorie reduction and an increase in calories burned)  Self-Monitoring  Weekly weigh in (text weight) and daily food & exercise journal  Control group received mailed educational materials monthly on nutrition & physical activity.
  • 25. + Types of mDIET Messages that support Tracking Type of Text or Picture Message Example Motivational Sayings Never say never, you can do it! Keep up the good work!) Nutrition & Physical Activity Tips Try 10 baby carrots and a tablespoon of fat-free dressing for a 100 calorie snack; Want extra steps? Take the stairs today Nutrition & Physical Activity Reminders Remember to move more today to reach your 12,000 step goal; Be sure to practice portion control strategies at your next meal Short-Term Goal Reminders Think about what you can do in the next 4 hours to be healthy Behavior Questions Have you practiced portion control strategies today? Have you reached your 12,000 step goal today? Weekly Weight Questions What is your weight? Weekly Weight Graphs Chart of weekly weights Portion Control Picture Messages Pictures of portion sizes
  • 26. + MMS & SMS Feedback Nice progress! You're on your way to reaching your goal. It will take time, but you have the motivation to succeed.
  • 27. + Rule-based Dialogues: Messages sent based on the user‟s previous responses UC San Diego
  • 28. + Tracking & Self-Monitoring Volitional   Event-driven (e.g. after every meal)  Practiced art (mastery…) Prompted   Time of day (routine or tailored)  Event-driven - requires context/situation awareness via sensor. e/Balance and my/Balance do this via GPS  Learned (pattern recognition) Closely linked to reminders and “attention technologies” UC San Diego Center for Wireless & Population Health Systems
  • 29. + Attention Technologies Proactive – best to know when it‟s most relevant (e.g., when you‟re  being exposed) Peripheral – shouldn‟t divert attention during “critical” tasks  Unobtrusive – shouldn‟t cause social problems   sound will be out in many cases Rich – don‟t have to get out phone to look at it  Adaptive – changes according to your task, etc.  Redundant – if you‟re busy, miss a notification, or don‟t understand  it From: William Griswold, PhD, UCSD
  • 30. + Rewards Sunny Consolvo
  • 31. Rewarding vs. Punishing + If your mobile phone rewarded or punished you based on  your physical activities, how would it likely affect your behavior?
  • 32. Rewards & Punishment in Technologies + that Encourage Physical Activity Fish‘n’Steps(Lin et al.) Houston (Consolvo et al.) UbiFit(Consolvo et al.)
  • 33. + Participants‟ reactions: Fish„n‟Steps Happy Fish => Happy Participants  Sad Fish => System avoidance/abandonment  Reactions caused researchers to rethink the use of punishment  as a motivator
  • 34. + Participants‟ reactions: Houston  Small rewards felt surprisingly good “It was kind of cool to have that  [the „*‟]. It was like, oh, a star…gosh how the little things, you know. The little things that count, the star.” “It was like, yes, I rock!...and it was  fun to go back [in last 7 days] and go, yes, there’s my star for that day…”
  • 35. Participant‟s reactions: UbiFit +  It was a “gentle reminder” to be active “It’s a nice, gentle reminder that getting off  my duff…every other day is not too much to ask.”  Barriers came up more frequently than participants realized “It was awful…I was like counting the days since I had  been to the gym or since I had done anything because I had some really sick days where just stretching made me want to throw up.”
  • 36. + Reward, don‟t punish These are often intended to be long-term, discretionary  use technologies Use positive reinforcement or rewards to encourage  change. Do not punish the individual for lack of the desired  behavior, but try to keep her engaged in the behavior and the technology to help her get back on track.
  • 37. + Social Support Opportunities for leveraging Social Support as a Persuasive Design technique Considerations when incorporating Social Support
  • 38. Is there a + Recipe for Persuasion?
  • 39. What are the + near future opportunities?
  • 40. What challenges are keeping + mHealth from becoming mainstream?
  • 41. + Q&A
  • 42. + Thank you! Kara Chanasyk  kara@whitelotusdesign.com Kendra Markle  We‟d be glad to talk kendra@alteractions.org with you if you have questions. Kevin Patrick  kpatrick@ucsd.edu Sunny Consolvo  sunny.consolvo@intel.com Slides are available at: www.whitelotusdesign.com/per suasive09