Crafting for the Author - 7 Principles for Improving Author Experience

Presentation given at Dot All Conf 2019.

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
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
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
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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
83. Flexible Content Builder Structured Data
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
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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