Tree Testing · Case Study

How tree testing improved an e-commerce admin's navigation

By UXbeam, information architecture tools and services since 2021 · Updated October 7, 2026

Three navigation versions. Nine everyday seller tasks. Direct completion rose from 30% to 48%, and the paths showed what to improve between tests.

An online seller relies on their admin to run their business end to end: shipping orders, updating listings, checking stock, reaching customers and managing promotions. These are not occasional errands. They are the recurring work of keeping a store operating.

If an inventory alert is hard to find, a seller might miss the chance to restock before the next order. If the review-request settings are buried, a valuable customer follow-up might never be enabled. Even when a feature exists, a menu that makes people guess where to look delays the job they came to finish.

UXbeam tested three versions of a seller-admin navigation with participants. Their clicks revealed confusing names, functions filed where participants did not expect them, and two nearly identical review-request destinations. Each comparison gave the team a more specific question to answer and a more deliberate next version to test.

Automatic review request
Initial 59 completed sessions
Iteration 1 67 completed sessions
Iteration 2 38 completed sessions

The results at a glance

InitialIteration 1Iteration 2
Overall Direct30%33%48%
Completed sessions596738
Direct attempts144 / 477187 / 568158 / 328

Direct means reaching an accepted destination without backtracking. UXbeam also records Indirect (the right destination after a detour) and Elsewhere (finishing at a different destination).

Overall Direct by version
Three tree-test versions compared as labelled bars with session counts for each.

Share of all attempts ending Direct. Iteration 2 ran later and tested the revised tree together with several revised task instructions.

Inside the seller admin

The tested prototype was a seller-side admin console, the application merchants use to operate their stores. It brought orders and shipping, listings, inventory, customer communications, promotions and sales analytics into one navigation. The study examined whether people could reach those functions before the menu structure was carried into an interface.

Its feature inventory drew on four established seller platforms: Shopify, Etsy Seller, WooCommerce and Ecwid. Together, they show the range and reach of the tools this kind of admin must organize, from shipping a purchase to maintaining a catalog or communicating with buyers.

Consider automated review requests. After an order, a seller might schedule an email asking a buyer to review a purchase; WooCommerce documents this workflow. Reviews can matter to sales: Spiegel Research Center reported purchase likelihood 270% higher for a product with five reviews than one with none in its research. A seller still has to locate the feature before they can use it.

Where would you look for that setting: Customer communications, Orders, or Sales analytics? All three might sound plausible until you see how people actually navigate the menu.

Where does this live?

Customer communications ? Orders ? Sales analytics ?
Three plausible homes for one feature.

These menu labels carry real consequences. Jakob Nielsen called navigation labels “the most costly words in the company” when discussing employee intranets. In a seller admin, an unclear label can interrupt an order, delay a stock check or send someone hunting for the customer-message settings. Tree testing reveals those wrong turns while the hierarchy is still inexpensive to revise.

Where tree testing fits

1Feature inventoryfour seller apps
2Candidate IAthe first tree
3Testnine seller tasks
4Learn from pathswhat the clicks show
5Refine and retestIteration 2
6Carry tested routes into interface designsitemap and wireframes next

What participants were asked to do

Nine tasks represented a seller's workweek: pausing notifications, sharing listings, finding shipping information, sending automated review requests, checking low stock, sending loyalty coupons, rebuilding a store website, opening another store, and adding a product video. Participants received one job at a time and navigated only the labels and hierarchy. Their first clicks, backtracks and final destinations showed where expectations lined up with the structure and where they did not.

Across the three versions, the tested hierarchies ranged from roughly 60 to 80 navigation entries. Each version had its own fixed tree. Task summaries and results appear in Study details and full results below.

01 · The baseline exposed several different problems

The Initial tree recorded 30% Direct overall. Some routes were considerably harder than others:

  • Pause notifications: 27% Direct. The setting sat under Customer management center, but participants' first clicks split across that category, Add new and the orders section.
  • Check low inventory: 12% Direct. The alert was harder to locate than its everyday purpose suggested.
  • Send a loyalty coupon: 2% Direct. Many participants looked under communications, while the answer was filed under analytics.
  • Set up an automated review email: 9% Direct. Participants often ended at a plausible-looking destination that the test did not accept.

The team had more than a low overall score. It had the beginnings of a diagnosis: one problem looked like unclear language, another like unexpected placement, and another like two destinations competing to describe the same function.

02 · The first revision made notifications easier to find

Iteration 1 replaced Customer management center with Customer Notifications, split the combined orders-and-sales area, and reorganized review-email settings. The Initial and Iteration 1 versions were tested in parallel with separate participant groups. The task Pause notifications for the weekend kept the same wording in both versions.

One setting, three menu names
Initial
Customer management center
  Notification settings
    Pause
Iteration 1
Customer Notifications
  Notification settings
    Pause
Iteration 2
Notifications
  Notification settings
    Pause

The iterations tested three names for the same path.

Notifications taskInitialIteration 1
First click on the intended category34%57%
Direct completion27% (16/59)46% (31/67)

The old category made participants interpret an organizational phrase before they could find the setting. The new label named the function more directly. More participants chose that branch first, and more completed the task without backtracking.

First clicks for notifications

Initial  first clicks split three ways (n=59):

Add new
37%
Customer management center
34%
Manage orders/sales
17%

Iteration 1  38 of 67 first clicks on the renamed menu:

Customer Notifications
57%
Add new
31%

Iteration 2  33 of 38 first clicks on Notifications:

Notifications
87%

The rename concentrated first clicks: the intended menu drew 34% initially, 57% in Iteration 1 and 87% in Iteration 2.

Another task, sharing a listing, rose from 21% to 38% Direct. Rebuilding the store website fell from 51% to 39% Direct in Iteration 1. Across all nine tasks, Direct completion moved from 30% to 33%. That modest overall change concealed useful progress on specific routes, together with other problems the next iteration still needed to address.

03 · What the wrong destinations revealed

Automated review requests provided the most revealing example. In the Initial tree, two neighboring destinations appeared under the same menu:

  • Auto send review request
  • Auto Sent review requests

Only the second was accepted by the test. Yet 26 of 54 participants (48%) chose the first. Overall, 47 of 54 (87%) finished Elsewhere on that task.

Those clicks pointed to a very specific problem. Participants had not simply wandered around the tree; almost half had converged on the same alternative label. The team could resolve the duplicate destinations and correct the accepted-answer setup instead of endlessly renaming unrelated categories.

Where the review-email task ended (Initial)
Ended Elsewhere
47 of 54 (87%)
of which at "Auto send review request"
26 of 54 (48%)

Only "Auto Sent review requests" was marked correct. Its near-twin, one line away in the same menu, collected almost half the sample.

The remaining low-performing tasks told different stories. Inventory was still at 14% Direct in Iteration 1 after a move that placed the alert deeper than many participants expected. The loyalty-coupon task reached just 6% Direct. First clicks favored communications over analytics. These were clues about where to reconsider the route, not merely which words to polish.

04 · The second revision brought more seller tasks within reach

Iteration 2 simplified the top-level menus to names such as Notifications, Orders, My stores and Sales analytics. Inventory alerts moved into the revised analytics structure. The review-request destination participants had repeatedly selected was recognized as an accepted answer. The research team also refined some task instructions as it learned how to test the seller jobs more clearly.

Overall Direct completion reached 48% in this tested version, up from 30% in the Initial test. The per-task results make that progress more tangible:

Seller taskInitialIteration 1Iteration 2
Pause notifications27%46%82%
Find low inventory12%14%41%
Send a loyalty coupon2%6%54%
Share a listing21%38%38%

On the notifications task, 33 of 38 participants began directly in the Notifications menu. The inventory route, barely improved by the first revision, also became easier to reach in the later tested setup. The coupon result rose in a version that refined both its location and the way the task was worded.

Direct rate on six tasks
InitialIteration 1Iteration 2
Six e-commerce admin tasks showing Initial, Iteration 1 and Iteration 2 Direct rate on a track, with the percentage movement for each task.

Six e-commerce admin tasks showing Initial, Iteration 1 and Iteration 2 Direct rate on a track, with the percentage movement for each task.

Direct rate per task. Filled dots: Initial and Iteration 1. Dashed hot-pink: Iteration 2, which revised both the tree and several task instructions.

Not every problem was solved. The automated review-email task stood at 22% Direct in Iteration 2, and finding a post office at 30%. Those paths gave the team specific work for the next revision, while the easier-to-find notification and inventory functions showed what should be preserved.

05 · How to use the patterns in your own navigation

Across the three versions, the team could make increasingly specific decisions: rename a menu that people missed, relocate a feature they kept looking for elsewhere, reconcile two nearly identical destinations, and refine task instructions that did not capture the intended job clearly enough.

How to read the pattern

First clicks split across plausible menusDoes the menu label communicate the function people are looking for?
Participants reach the right area but choose another final labelAre labels too similar, or are valid destinations missing?
First clicks cluster in another menuDoes the feature belong closer to where people expect to use it?
A revision helps some tasks but leaves others difficultWhich specific routes deserve the next targeted test?

Overall Direct completion rose from 30% to 48% across the tested versions. More importantly for the next design decision, the path records identified which labels and placements helped participants reach a tool and which routes still sent them elsewhere.

From tested routes to interface design

A tree is a stripped-down navigation prototype. Once its important routes have been tested, designers can carry those labels and groupings into a sitemap, wireframes and the interface itself. That gives a product team something stronger than a workshop guess: observed routes for the jobs that matter, plus a list of the functions still likely to slow people down.

UXbeam records separate results for each tested version, including Direct, Indirect and Elsewhere outcomes, first clicks, destinations, full navigation paths and participant-level detail. Researchers can see what changed and where people still struggled without losing the earlier evidence.

Make everyday store work easier

When an order needs shipping or stock needs checking, the seller should not have to hunt for the right screen. Test those important jobs with participants before the navigation is built into the interface. UXbeam shows where they start, turn back and finish, so your team can resolve obstacles before launch.

Study details and full results

The prototype drew on seller functions from Shopify, Etsy Seller, WooCommerce and Ecwid. Three navigation versions were tested against nine seller jobs with US-based participants recruited through a paid online panel. Internal dry runs were excluded. Initial and Iteration 1 were fielded during April 2025 with separate participant groups; Iteration 2 was tested in September 2025. Between Initial and Iteration 1, task wording was adjusted for review emails, coupons and tutorials, and accepted destinations changed for review emails and product videos. Iteration 2 also refined several task instructions; per-task counts differ where participants did not complete every task.

See all nine tasks
TaskInitial DirectIteration 1 DirectIteration 2 Direct
Pause notifications for the weekend27% (16/59)46% (31/67)82% (31/38)
Share a new listing on Facebook21% (12/56)38% (25/65)38% (14/37)
Find the closest post office to ship a new order44% (24/55)39% (25/64)30% (11/37)
Set up an automated email asking buyers to review their order9% (5/54)30% (19/63)22% (8/37)
Find which items are running low in inventory12% (6/52)14% (9/63)41% (15/37)
Send a coupon to the most loyal buyers2% (1/52)6% (4/63)54% (20/37)
Rebuild a dated store website51% (26/51)39% (24/61)54% (19/35)
Open a second store to sell tutorials33% (16/49)30% (18/61)43% (15/35)
Add a product video to a listing78% (38/49)52% (32/61)71% (25/35)

For the method behind the study, see How tree testing works, Writing tree-test tasks, and Avoiding leading tasks.

Sources

Study evidence: UXbeam's version-level tree-test records and the results presented above.