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Crafting for the Author - 7 Principles for Impr...

Avatar for Kyle Cotter Kyle Cotter
September 20, 2019

Crafting for the Author - 7 Principles for Improving Author Experience

Presentation given at Dot All Conf 2019.

Avatar for Kyle Cotter

Kyle Cotter

September 20, 2019
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  1. #AX

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

    Practical Demo • Q/A 9 H A P P Y CO G
  3. 12 H A P P Y CO G + C

    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
  19. 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
  20. 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
  21. 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.
  22. CRAF TIN G FO R TH E AUTHOR Custom Branding

    Login page logo, site Icon, custom login background, and more.
  23. 38 H A P P Y CO G + C

    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
  27. 42 H A P P Y CO G + C

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

    How do content editors refer to things?
  29. 44 H A P P Y CO G + C

    L I E NT NAME
  30. 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
  31. 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.
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    L I E NT NAME
  33. 48 H A P P Y CO G + C

    L I E NT NAME
  34. 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
  35. 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.
  36. 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
  37. 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
  38. CRAF TIN G FO R TH E AUTHOR Extending Plugins

    Take the AX to the next level
  39. 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.
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    L I E NT NAME
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    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 66 H A P P Y CO G
  50. CRAF TIN G FO R TH E AUTHOR Document For

    them, for you, for everyone.
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    L I E NT NAME
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    L I E NT NAME
  53. CRAF TIN G FO R TH E AUTHOR Guide Plugin

    Global content editor documentation & inline entry documentation modal.
  54. 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
  55. 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
  56. 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
  57. CRAF TIN G FO R TH E AUTHOR Content editors

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

    T A LL 2019 76 • Confused • Not agree with the workflow • Think it is difficult
  59. 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
  60. CRAF TIN G FO R TH E AUTHOR The Content

    Model or content planning document
  61. 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.
  62. How do we make one? 91 H A P P

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

    should it include? 92 H A P P Y CO G
  64. 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
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    L I E NT NAME
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  69. 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
  70. 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
  71. Q/A