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How to create an infographic in 3 easy steps

4/22/2020

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PictureWe didn't create this infographic. But it's a nice one to illustrate this article.
If a picture is worth 1,000 words, then an infographic, done right, is worth 2,000. 
 
It’s often convenient, if not downright imperative, to convey your company’s offerings via a succinctly annotated image. Done right, it packs the punch of a headline. It quickly conveys the big picture. It even gets across a few crucial details—in the proper sequence, that is, after the main message has made its point.
 
Note that we said “done right,” twice, above. It’s really key. Look at the flip-side: An infographic, done wrong, will have the opposite of its intended effect. It will confuse. It will disorient. It will convey the wrong message. It will show the whole world that you can’t even describe your own offering. 
 
With that caveat as a motivator, let’s dive in. 
 
How to create an infographic Step 1: Step back
 
You thought we’d be talking about color palettes and fonts, right? Wrong. That’s part of the execution, the tactics, of the infographic. 
 
You need to start with the strategy. 
 
And you can easily devise this by considering two basic things: 

  • Who is the intended audience of this infographic? 
 
  • What do you want them to learn about your company? 
 
Basic, yes. Simple, no. 
 
For the intended audience, let’s say it’s prospective customers—a fair assumption. But are they qualified or un-qualified? What you tell them would vary accordingly. If you want to move them along the sales funnel, you need to know about their needs and behaviors. Put it this way: You don’t want to get deep into the weeds with them if they’re truly viable, and yet such deep detail would only confuse them or turn them away too early in the game. (If that’s the case, you may well need to create Infographic 1 and Infographic 2, for the un-qualified, and qualified, leads respectively.) 
 
Also, from the “audience” standpoint, what’s their situation and sense of urgency? How much, how desperately, do they need to learn what you want to present to them? This will really help your efforts downstream, as it will translate to the types of colors, fonts, verbiage, and imagery you employ. You want to do the best job of pushing their buttons. After all, the tacit job of that infographic is to sell.
 
Another consideration: The form factor. Where will your audience be seeing this infographic? In a huge, printed brochure? Or minutely displayed on their iPhone screen? The answer to that question will dictate just how much, or little, info you can clearly convey. 
 
Once you’ve answered the “target audience” question, the “What do we want to show them?” question becomes easier to answer. A rule of thumb: The narrower your focus, the easier this becomes. If you know, for example, your audience consists primarily of logistics executives who are seeking to reduce costs for overland transport, that rapidly narrows down what you should convey in the infographic, in a very good way. 
 
As always, you want to respect the viewer’s time. Assume that they’re jammed. Never assume that they’re going to cuddle up with your infographic and read every word. So keep those logistics people focused on logistics, or whatever the case may be. 
 
Here’s another basic guideline: Less is more. You simply can’t say everything about your business in a single infographic. It pains us to even say this, but too many companies actually try. Narrow your focus. Consider the job at hand. Think of what you must do, who you must convince, and what action you want them to take. 
 
In case you hadn’t figured it out by now, this requires a lot of discipline, and we haven’t even gotten to the execution yet. In other words, infographics are hard. We’ve worked with ad agencies that have spent months developing a single infographic. Think of it like a Super Bowl TV commercial: Well done, it zips by in 30 seconds. But you know they spent months making it. 
 
How to create an infographic Step 2: Prioritize
 
By this point, you’re very well armed. You understand your target audience and their needs, and you know what you want to tell them, in the infographic. 
 
The hardest part is behind you. 
 
Take the next step in Word. Write down all the bits of information you want to convey. Don’t worry about sexy wording; just make a list. Bullet points are fine. 
 
Now look at that list, and rearrange it. Find all the most urgent stuff, set it in big/boldface, and move it to the top of the list. Then find all the least urgent items, and set them in a smaller size or italics, and move them to the bottom of the list. 
 
Ta-dah. You’ve carved the thing into three big chunks: Urgent, average, and less-urgent/detail. 
 
Now, some of the “Average” items will be qualifiers of some of the specific “Urgent” things; similarly, some of the “Details” will be qualifiers of discrete “Average” items. That’s good. So now, move them around, so the list looks like this: 
 
Urgent Item 1
  • Average qualifier 
  • Detail 
 
Urgent Item 2
  • Average qualifier 
  • Detail 
 
Urgent Item 3
  • Average qualifier 
  • Detail 
 
Of course, it won’t look exactly like that. Some of your urgent items will be stand-alone's. That’s fine. 
 
Now, take that list, and do a “Save as...” in Word. Call your new doc something like “Infographic Text 1.docx.” 
 
Now you can play around with the actual verbiage. So something like “Fast Response” becomes something like “99% Same-Day Turnaround.”
 
Yes, use numbers. A lot. They’re the “info” in “infographic.”
 
And your Urgent/Average/Detail might shake out like this: 
 
56 Locations Nationwide
  • Over 5,000 Associates 
  • Specialties include next-day freight, LTL, and hazardous materials processing
 
See how all of your work from Steps 1 and 2 is paying off? 
 
How to create an infographic Step 3: Execute
 
This is the last step—the step that far too many companies believe is the first step, to their peril. Unlike them, you now know exactly where you’re going. This step is fast, cost-efficient, straightforward, and fun. 
 
You have all the cool verbiage in your “Text” document. You know, from your target-audience exercise, what kinds of colors, images, and moods will resonate with them. You know which items in your “Text” doc are the most urgent of the urgent ones. You even came up with a cool title for your infographic (such as ABC Logistics Support at a Glance, to play out our above example). 
 
Now you can search stock libraries such as Shutterstock for cool images, icons, and backgrounds. Cast a wide net: Grab more than you need. Keep your eyes open for surprising images you hadn’t expected. (We have a cool article on that very topic: New Approaches to Stale Stock Images.)
 
Then, you either hand off all these images and text to your graphic designer, or take the next step and use either a dedicated app such as Illustrator, or an easy-to-use online tool, such as Canva, to design the thing yourself. (If you go the latter route, be sure to look at the different infographic templates they offer; you can tweak any of them to your liking.) 
 
Need help?
 
We know about infographics, because we help our clients with them all the time. We can help you, too. Simply contact us today for a friendly, no-obligation consultation. 

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