Empowering Content Editors - 7 Principles for Improving Author Experience

Empowering Content Editors - 7 Principles for Improving Author Experience

Presentation given at the 2019 ExpressionEngine Conference.

7157ca196b96e224c39f4d37a86bb5a1?s=128

Kyle Cotter

October 03, 2019
Tweet

Transcript

  1. Empowering Content Editors 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. The content author doesn’t care about your stack. 4 H

    A P P Y CO G
  5. What is Author Experience?

  6. #AX

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

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

  9. 7 Principles

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

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

  12. Structured Data

  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. 16 H A P P Y CO G + C

    L I E NT NAME
  17. 17 H A P P Y CO G + C

    L I E NT NAME
  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. Flexible Content Builder

  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. None
  34. 34 H A P P Y CO G + C

    L I E NT NAME
  35. 35 H A P P Y CO G + C

    L I E NT NAME
  36. 36 H A P P Y CO G + C

    L I E NT NAME
  37. 37 H A P P Y CO G + C

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

    L I E NT NAME
  44. 44 H A P P Y CO G + C

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

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

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 46 H A P P Y CO G
  47. None
  48. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 48 H A P P Y CO G
  49. EMPO WER I NG C ONT E NT EDITORS It’s

    theirs It’s their site, their content, their data, their experience. Make it the best it can be.
  50. EMPO WER I NG C ONT E NT EDITORS Custom

    Branding Login page logo, site Icon, custom login background, and more.
  51. 51 H A P P Y CO G + C

    L I E NT NAME
  52. 52 H A P P Y CO G + C

    L I E NT NAME
  53. 53 H A P P Y CO G + C

    L I E NT NAME
  54. 54 H A P P Y CO G + C

    L I E NT NAME
  55. 55 H A P P Y CO G + C

    L I E NT NAME
  56. 56 H A P P Y CO G + C

    L I E NT NAME
  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. EMPO WER I NG C ONT E NT EDITORS Naming

    Conventions How do content editors refer to things?
  60. 60 H A P P Y CO G + C

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

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 61 H A P P Y CO G
  62. EMPO WER I NG C ONT E NT EDITORS 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.
  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. 66 H A P P Y CO G + C

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

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 67 H A P P Y CO G
  68. EMPO WER I NG C ONT E NT EDITORS 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.
  69. EMPO WER I NG C ONT E NT EDITORS Add-Ons

    AX focused add-ons
  70. E M P O W E RI N G C

    O N T E NT EDITORS 70 • Bloqs • Veto • CP CSS • Publish Notes • Low Variables • Structure • Zenbu ExpressionEngine AX focused add-ons
  71. EMPO WER I NG C ONT E NT EDITORS Extending

    Plugins Take the AX to the next level
  72. EMPO WER I NG C ONT E NT EDITORS Groups

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

  74. 74 H A P P Y CO G + C

    L I E NT NAME
  75. 75 H A P P Y CO G + C

    L I E NT NAME
  76. 76 H A P P Y CO G + C

    L I E NT NAME
  77. 77 H A P P Y CO G + C

    L I E NT NAME
  78. 78 H A P P Y CO G + C

    L I E NT NAME
  79. 79 H A P P Y CO G + C

    L I E NT NAME
  80. 80 H A P P Y CO G + C

    L I E NT NAME
  81. 81 H A P P Y CO G + C

    L I E NT NAME
  82. 82 H A P P Y CO G + C

    L I E NT NAME
  83. None
  84. None
  85. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 85 H A P P Y CO G
  86. EMPO WER I NG C ONT E NT EDITORS Document

    For them, for you, for everyone.
  87. 87 H A P P Y CO G + C

    L I E NT NAME
  88. EMPO WER I NG C ONT E NT EDITORS Publish

    Notes A fieldtype for instructions.
  89. 89 H A P P Y CO G + C

    L I E NT NAME
  90. 90 H A P P Y CO G + C

    L I E NT NAME
  91. EMPO WER I NG C ONT E NT EDITORS Guide

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

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 92 H A P P Y CO G
  93. EMPO WER I NG C ONT E NT EDITORS Balance

    is Crucial
  94. E M P O W E RI N G C

    O N T E NT EDITORS 94 • Don’t over engineer the project • Don’t use plugins for the sake of using plugins
  95. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 95 H A P P Y CO G
  96. EMPO WER I NG C ONT E NT EDITORS Content

    editors will test what you’ve setup for them and can be…
  97. E M P O W E RI N G C

    O N T E NT EDITORS 97 • Confused • Not agree with the workflow • Think it is difficult
  98. 1. Make it Personal 2. Be Consistent 3. Be Proactive

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 98 H A P P Y CO G
  99. Create a Content Model

  100. The content what?

  101. STOP. 101 H A P P Y CO G

  102. Close the Control Panel. 102 H A P P Y

    CO G
  103. None
  104. Flexible Content Builder Structured Data

  105. None
  106. EMPO WER I NG C ONT E NT EDITORS The

    Content Model or content planning document
  107. What is it? 107 H A P P Y CO

    G
  108. How do we make one? 108 H A P P

    Y CO G
  109. What should it include? 109 H A P P Y

    CO G
  110. What happens when we’re done? 110 H A P P

    Y CO G
  111. What is it? 111 H A P P Y CO

    G A client deliverable spreadsheet, document, or other organized file that is a 1:1 mapping of ExpressionEngine terminology and thought processes that integrates with site designs and site information architecture.
  112. How do we make one? 112 H A P P

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

    should it include? 113 H A P P Y CO G
  114. 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? 114 H A P P Y CO G
  115. Examples

  116. 116 H A P P Y CO G + C

    L I E NT NAME
  117. 117 H A P P Y CO G + C

    L I E NT NAME
  118. 118 H A P P Y CO G + C

    L I E NT NAME
  119. 119 H A P P Y CO G + C

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

  121. Providing a Good Author Experience is a Mindset

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

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 12 2 H A P P Y CO G
  123. EMPO WER I NG C ONT E NT EDITORS Demo

  124. Flexible Content Builder Structured Data

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

    4. Be Explicit 5. Be Prudent 6. Be Flexible 7. Make a Plan Principles 12 5 H A P P Y CO G
  126. STOP. 126 H A P P Y CO G

  127. Close the Control Panel. 127 H A P P Y

    CO G
  128. Thank You

  129. @KyleCotter

  130. Q/A