
The WYSIWYG (“What you see is what you get”) editors found in the current versions of many CMS products are a definite improvement over previous generations, but the claim that these WYSIWYG tools actually provide users with a simple, easy and consistent experience to work within is a bit of a myth.
Most CMS users are familiar with Microsoft Word, and to accommodate this audience, WYSIWYG editing interfaces tend to closely resemble Word in terms of appearance and menu options.
The downside to this is that users then expect the WYSIWYG editor to behave the same as their trusty Microsoft Word documents. They do not – as most of us know from experience. This is as a result of many things, but the basic crux of the matter is that web content is not print content. What works in your word processor makes no sense for web formats because there is no concept of pagination, margins, etc. A Word-style editor (in practice and function) would not account for the myriad variants and nuances of HTML and XHTML that are required for a tier-one web browser.
While the current generation of WYSIWYG editors is not perfect, there are many things that we can do to greatly increase the chances of our users having a positive experience when authoring content in the CMS.
Here are some tips (outlined in detail below):
- Train on real content and allow for practice
- Learn about Copy, paste and the legacy of Microsoft Word
- Eliminate options that are not needed
- Plan style sheets
- Make snippets your best friend
- Give power to your “power users”
Train on real content
A mistake I see again and again is the assumption that you can just hand over the shiny new CMS to an end-user and expect them to be able to use it right away. Almost all vendors provide some level of content author training – use this as an opportunity to cover basics like formatting text, inserting images and multimedia content, creating links and other basic web editing actions.
This is best done by using real world examples of your own content in a lab setting where users can try things out. An instructor can do short demonstrations then assist the students as they create content. This provides relevant experience that is more likely to stick. When selecting the content you would like to use for this session, keep in mind which pages are most updated by the most people – starting there will pay the greatest dividends in terms of saved time and effort.
Copy, paste and Microsoft Word
Many of the newer WYSIWYG editors include functionality that helps to clean up the HTML produced by Microsoft Word, but this is far from perfect. It doesn’t account for differences in the tag hierarchy of the Word document or the functions a user might need to work with cascading style sheets.
In general, I don’t recommend that users copy information from Word and attempt to paste it into the CMS. Instead, I normally suggest the “old-school” method of copying from Word, pasting to Notepad, copying from Notepad and pasting to the CMS. I know this is not ideal, but at the end of the day, this method produces the most compatible HTML – meaning it renders correctly and is search engine friendly.
Eliminate options that are not needed
Most Rich Text Editors can be adjusted to display a variety of options to the content authors. In almost all CMS products, these options can be configured based on a template, on specific users or more globally. Understanding which functions are actually needed by your users and which are not can help simplify choices and remove the potential for mistakes and inconsistencies (i.e. maybe you want to disable the font color button, as someone might think bright pink text looks great).
Style sheets need to be planned
Because most websites are driven by cascading style sheets, it is important to clearly think through not only how you will tweak the CMS to support myriad browsers, but also how the content authors will be able to make use of those styles in authoring their content.
When a style sheet is assigned to the Rich Text Editor for use by content authors, it is critical that the selectable styles are appropriate and make for easy choices for content authors.
Make Snippets your best friend
The “Insert Code” snippet of most WYSIWYG editors allows administrators to define small portions of HTML to be inserted into the rich text editor, allowing content authors to create complex structures while also following best practices for html coding. Consider integrating snippets into the content authoring process in your organization to lessen the load on IT.
Give power to your “power users”
IT staff generally have a fear of giving users access to the actual HTML content of the site. While it’s advisable to restrict this capability based on skill and experience, there tend to be a number of trustworthy “power users” in any organization – those who can greatly alleviate support requests and eventually help pull other users onto the system. Identify who these users are in your organization and, where appropriate, bring them into the IT fold.