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Crafting for the Author - 7 Principles for Improving Author Experience

7157ca196b96e224c39f4d37a86bb5a1?s=47 Kyle Cotter
September 20, 2019

Crafting for the Author - 7 Principles for Improving Author Experience

Presentation given at Dot All Conf 2019.

7157ca196b96e224c39f4d37a86bb5a1?s=128

Kyle Cotter

September 20, 2019
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Transcript

  1. Crafting for the Author 7 Principles for Improving Author Experience

  2. Author Experience 2 H A P P Y CO G

  3. Author Experience 3 H A P P Y CO G

  4. What is Author Experience?

  5. #AX

  6. Make the user of your CMS actually enjoy managing their

    content. 6 H A P P Y CO G
  7. Author Experience Lead

  8. 7 Principles

  9. • What are we dealing with? • 7 Principles •

    Practical Demo • Q/A 9 H A P P Y CO G
  10. Flexible Content Builder Structured Data

  11. Structured Data

  12. 12 H A P P Y CO G + C

    L I E NT NAME
  13. 13 H A P P Y CO G + C

    L I E NT NAME
  14. 14 H A P P Y CO G + C

    L I E NT NAME
  15. 15 H A P P Y CO G + C

    L I E NT NAME
  16. Flexible Content Builder Structured Data

  17. Flexible Content Builder

  18. 18 H A P P Y CO G + C

    L I E NT NAME
  19. 19 H A P P Y CO G + C

    L I E NT NAME
  20. 20 H A P P Y CO G + C

    L I E NT NAME
  21. Flexible Content Builder Structured Data

  22. None
  23. 23 H A P P Y CO G + C

    L I E NT NAME
  24. 24 H A P P Y CO G + C

    L I E NT NAME
  25. 25 H A P P Y CO G + C

    L I E NT NAME
  26. 26 H A P P Y CO G + C

    L I E NT NAME
  27. 27 H A P P Y CO G + C

    L I E NT NAME
  28. 28 H A P P Y CO G + C

    L I E NT NAME
  29. 29 H A P P Y CO G + C

    L I E NT NAME
  30. 30 H A P P Y CO G + C

    L I E NT NAME
  31. 31 H A P P Y CO G + C

    L I E NT NAME
  32. Flexible Content Builder Structured Data

  33. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 33 H A P P Y CO G
  34. None
  35. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 35 H A P P Y CO G
  36. CRAF TIN G FO R TH E AUTHOR It’s theirs

    It’s their site, their content, their data, their experience. Make it the best it can be.
  37. CRAF TIN G FO R TH E AUTHOR Custom Branding

    Login page logo, site Icon, custom login background, and more.
  38. 38 H A P P Y CO G + C

    L I E NT NAME
  39. 39 H A P P Y CO G + C

    L I E NT NAME
  40. 40 H A P P Y CO G + C

    L I E NT NAME
  41. 41 H A P P Y CO G + C

    L I E NT NAME
  42. 42 H A P P Y CO G + C

    L I E NT NAME
  43. CRAF TIN G FO R TH E AUTHOR Naming Conventions

    How do content editors refer to things?
  44. 44 H A P P Y CO G + C

    L I E NT NAME
  45. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 45 H A P P Y CO G
  46. CRAF TIN G FO R TH E AUTHOR Predictability From

    naming conventions to how interacting with elements function, make it the same across the site. Your content editors and other developers will thank you.
  47. 47 H A P P Y CO G + C

    L I E NT NAME
  48. 48 H A P P Y CO G + C

    L I E NT NAME
  49. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 49 H A P P Y CO G
  50. CRAF TIN G FO R TH E AUTHOR Be a

    Content Entry User Test your setup…no, really — test it. Identify pain-points and solve them before your content editors even know about them.
  51. CRAF TIN G FO R TH E AUTHOR Plugins AX

    focused plugins
  52. H A P P Y CO G + D O

    T A LL 2019 52 • CP Element Count • Control Panel Nav • Default Dashboard • Element Map • Entry Instructions AX focused plugins
  53. H A P P Y CO G + D O

    T A LL 2019 53 • Environment Label • Expanded Singles • Field Labels • Spoon • Neo AX focused plugins
  54. CRAF TIN G FO R TH E AUTHOR Extending Plugins

    Take the AX to the next level
  55. CRAF TIN G FO R TH E AUTHOR Groups and

    Listing Tables Organize sections logically. Add appropriate columns to listing tables. Use tabs when creating entries.
  56. Examples

  57. 57 H A P P Y CO G + C

    L I E NT NAME
  58. 58 H A P P Y CO G + C

    L I E NT NAME
  59. 59 H A P P Y CO G + C

    L I E NT NAME
  60. 60 H A P P Y CO G + C

    L I E NT NAME
  61. 61 H A P P Y CO G + C

    L I E NT NAME
  62. 62 H A P P Y CO G + C

    L I E NT NAME
  63. 63 H A P P Y CO G + C

    L I E NT NAME
  64. 64 H A P P Y CO G + C

    L I E NT NAME
  65. 65 H A P P Y CO G + C

    L I E NT NAME
  66. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 66 H A P P Y CO G
  67. CRAF TIN G FO R TH E AUTHOR Document For

    them, for you, for everyone.
  68. 68 H A P P Y CO G + C

    L I E NT NAME
  69. 69 H A P P Y CO G + C

    L I E NT NAME
  70. CRAF TIN G FO R TH E AUTHOR Guide Plugin

    Global content editor documentation & inline entry documentation modal.
  71. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 71 H A P P Y CO G
  72. CRAF TIN G FO R TH E AUTHOR Balance is

    Crucial
  73. H A P P Y CO G + D O

    T A LL 2019 73 • Don’t over engineer the project • Don’t use plugins for the sake of using plugins
  74. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 74 H A P P Y CO G
  75. CRAF TIN G FO R TH E AUTHOR Content editors

    will test what you’ve setup for them and can be…
  76. H A P P Y CO G + D O

    T A LL 2019 76 • Confused • Not agree with the workflow • Think it is difficult
  77. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 77 H A P P Y CO G
  78. Create a Content Model

  79. The content what?

  80. STOP. 80 H A P P Y CO G

  81. Close the Control Panel. 81 H A P P Y

    CO G
  82. None
  83. Flexible Content Builder Structured Data

  84. None
  85. CRAF TIN G FO R TH E AUTHOR The Content

    Model or content planning document
  86. What is it? 86 H A P P Y CO

    G
  87. How do we make one? 87 H A P P

    Y CO G
  88. What should it include? 88 H A P P Y

    CO G
  89. What happens when we’re done? 89 H A P P

    Y CO G
  90. What is it? 90 H A P P Y CO

    G A client deliverable spreadsheet, document, or other organized file that is a 1:1 mapping of Craft CMS terminology and thought processes that integrates with site designs and site information architecture.
  91. How do we make one? 91 H A P P

    Y CO G Coda.io, Airtable, Google Sheets, MindNode
  92. Everything needed to setup a Craft site from scratch. What

    should it include? 92 H A P P Y CO G
  93. It is the source of truth. New project milestones, changes,

    requests, must first be included and approved in the Content Model Document. What happens when we’re done? 93 H A P P Y CO G
  94. Examples

  95. 95 H A P P Y CO G + C

    L I E NT NAME
  96. 96 H A P P Y CO G + C

    L I E NT NAME
  97. 97 H A P P Y CO G + C

    L I E NT NAME
  98. 98 H A P P Y CO G + C

    L I E NT NAME
  99. The Tool is not Important

  100. Providing a Good Author Experience is a Mindset

  101. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 10 1 H A P P Y CO G
  102. CRAF TIN G FO R TH E AUTHOR Demo

  103. Flexible Content Builder Structured Data

  104. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 10 4 H A P P Y CO G
  105. STOP. 105 H A P P Y CO G

  106. Close the Control Panel. 106 H A P P Y

    CO G
  107. Thank You

  108. Q/A

  109. @KyleCotter kylecotter.com/ax