As mentioned in previous blogs, the arrival of the WCUS conference was a self-imposed deadline for me to actually launch PeakZebra as a set of app-building blocks, even if it was a soft launch.
While I did meet the minimal requirements for the goal I’d set, it’s also fair to say that it turned out to be an exceedingly soft launch. Like, this is only just barely a product soft.
So I’ve got a growing list of things that really, really need to be there. If somebody rejects the thing as it stands, that doesn’t yet really tell me much. Maybe they didn’t want it because they don’t think they want to build applications using drag-and-drop components. On the other hand, maybe they don’t want it because they can’t quite imagine getting where they want to go with the currented blocks and the one application template (project management) that I’ve put together.
It’s only a couple of days since I got back from WCUS, but I’ve been pretty focused on setting the next internal deadline and figuring out how to get to an MVP that actually satisfies me (and, I hope, you) as quickly as possible.
The good news–genuinely good news–is that there are a few things that, once added, will cover an enormous portion of the gap. And those are things I think can be in place within a couple of weeks.
Because what I need are more template applications that put the various blocks through their paces in a way that makes it clear how a client gets from a template to, say, a client relations management workflow that’s custom tailored to their business.
I’ve also decided to set aside some time to talk about the development process and various ways to push the envelope in WordPress development, which I hope will be of use to folks, especially agency folks who might want to deliver bespoke apps using these tools.
The next couple of weeks should be interesting. If you want to be hooked in when the blog/screencast/tutorial thing (not quite sure how to characterize it yet) makes its debut, sign up here. I’ll give you a heads up but I won’t clutter your inbox otherwise.
My original vision fro PZ Blocks was that they would be relatively low cost and that they would require minimal interaction with PeakZebra once you’d downloaded. You know, if you’re not charging a lot, you simply can’t afford to spend a lot of time tweaking things for individual customers.
My thought was that you’d get your various blocks and then just drop them into your various pages. Only very minimal configuration would be needed.
I suppose it’s still possible that this vision will eventually be delivered. While I still think the block system is very approachable, it’s become clearer to me that for each client to build what they really want and need, rather than making do with something straight off the shelf, more back and forth, more interaction, is required.
The clear upside to this is that you get the applications you need–even if they are quite complex–quite quickly. We’re starting from existing components and templates and we’re intimately familiar with how they work, so as you describe your needs, we can realize them fast. You have a whole family of blocks at your disposal, but you don’t have to figure out all the possibilities and combinations that this menagerie of blocks offers.
The core goal–getting bespoke applications into your hands at a cost that’s a mere fraction of hiring an agency or your own developer. Plus, the more PeakZebra works with the blocks, the more we see how to make them simple and intuitive to interconnect. We move, by degrees, toward that initial vision of just handing you the set of blocks.
Meanwhile, the communication channels are open and we want to hear what you’re doing and building. Let’s get together and innovate!
Let’s talk about Canva, shall we? It’s a brilliant execution of an online service that caters to the world of people (like me, maybe like you, too) who aren’t professional designers but who need things that look reasonably good, that look like they were designed by a competent, if not necessarily downright brilliant designer. You can even make a Canva ebook, amazingly enough.
That’s what Canva does. It makes it dead simple to make good, basic images and graphics by just dragging stuff around. It doesn’t do most of the stuff that a sophisticated design tool does, but what it does, it does in a way that comes out looking right.
It’s great for throwing together logos and the like. Nearly every image on PeakZebra was, at least at time of writing, created with Canva (if you hate ‘em, blame me, not Canva).
It’s also a great way to create an ebook, the whole thing, soup to nuts.
So let’s talk about ways in which that’s great, and ways in which it may come up short in certain ways and how you might use the good stuff from the Canva design but maybe move a step or two beyond in terms of what your ebook offers.
Step One: Have a book
In this piece, I’m not writing about how you go about producing the copy that will go into your book. Presumably you know more or less what you want to say and you can find a way to get it said. Let’s assume that. I’m assuming you’ve wound up with something like a Word or Google document with all that good writing in it.
Step Two: Make some early design decisions
Personally, I don’t think you should completely wing your design process, though I’ll have confess that I have, on occasion, done exactly that.
What I’d recommend, though, is having a little back and forth “conversation” with yourself, on the one hand looking at ebooks and book covers on line, and on the other hand thinking about the style elements you’d like to incorporate, irrespective of any of the finished designs you’re looking at.
By style elements, I mean:
Color palette
Font choices
Illustration style
Page designs
First get a sense of all these elements and some things you’ve seen and liked, then we’ll take the elements on in the next several steps.
Step Three: Color Palette
If you’re not a designer and haven’t spent some time actually learning about color, playing with color, and talking to colors in a little language that only colors can understand, I’d recommend borrowing a palette wholesale.
Oh, and I’d recommend having color, in general. Print books are often black and white on the inside, but your Canva ebook doesn’t have to be. If you’re trying to recreate the experience of reading a print novel, then fine, black and white (actually, very dark gray looks more professional, just as an aside) is fine. But otherwise, get some colors going and not just on the cover.
Places to borrow palettes from include just about any professional software that offers palette choices. But why add extra work when Canva offers kind of an amazing amount of help on this, beginning with a freaking huge list/display of palettes.
For kicks, let’s use a palette they call “muted succulents” for examples in this article. Here’s what it looks like:
By way of quick confession: Despite all the praise I heaped on Canva earlier, I don’t think the way Canva handles palettes is remotely intuitive. But whatever. The point is to find colors that work together well and use them for all your design elements.
Step 4: Fonts
Honestly, mere mortals should generally not pick font groupings. And for an ebook, you want only two or three fonts. So find some options that have been chosen by a designer who does this for a living and use those. Generally, if you use sans-serif for headings, you want something in the serif family for the body. Vice-versa is also fine, but most people are accustomed to reading serif fonts in the body of books, if that makes a difference to you.
Step 5: Illustration Style
The mark of a professionally designed book is that, if it has illustrations, those illustrations all look like they belong to the same thing. If you have charts, don’t mix radically different looks for those charts. If you are going to use illustrations that are the sort of semi-abstract people illustrations that are so overused on websites these days, things that look like this…
Then stick to that sort of illustration throughout.
This is an area where Canva can really shine, by the way, because generally if they have one element drawn in a particular style, they’ll have a whole set of elements drawn in the same style. And they have lots of the style I was just talking about:
Step 6: Page Design
OK, now we get to what the actual pages look like. Here again, I think there is little point in reinventing the wheel.
It’s possible to do an entire short Canva ebook (I wouldn’t suggesting doing anything much over a dozen pages without using a more page-design oriented tool in addition to Canva) and the service offers some very good looking templates.
With a Canva template, each page is essentially a separate graphic image you’re creating. When you’re done, all the separate pages are saved as a single PDF. It’s a clean, simple approach, but there are some downsides that should be mentioned:
It’s a PDF, not individual web pages. So one read of the PDF won’t result in many page views, if you care about that.
It’s a PDF, but there’s no way to create links from page to page within the document, so you can’t, for instance, create an interactive Table of Contents. This is probably OK in a short document (which, in fact, may not even need a ToC).
You can’t “flow” text across pages in the document. With a heavier-caliber page design tool, you can create text boxes on your pages that are linked from one box to the next. This is handy because you can just dump the contents of the main text into the first box and it will continue into the following linked boxes automatically. It makes later edits to the text hugely simpler to handle in the laid-out text because they just reflow.
Step 7: Using Other Tools for a Canva ebook
For longer ebooks especially, you’ll probably want to involve tools that more specifically address managing long-form text. And you’ll have to decide whether to use PDF as your format, or handle it as a series of web pages. PeakZebra has experimented with web formats that act more like books, support gated access, and run on WordPress installations (example here).
But even when using other tools, Canva is still a fantastic resource for graphic design elements and illustrations you’re incorporating into the work. So, hat tip to Canva, useful for all sorts of things, but useful for ebooks, too.
Supposing you are a startup in the blockchain space… How can you do a genuine web3 thing around your presence and your marketing? What does it mean to communicate in a “web3 way?”
Here are some thoughts, still a bit random, but “experiments are ongoing”…
Probably better launch a coin of some kind. Unless your business is creating the mechanics of blockchains, you’ll want to do this on a sidechain, either your own or as part of Solana (which seems like the current leader, but of course that could change), or tied back to the Ethereum chain. Some people are referring to these sorts of alt-coins as “creator coins.” With a coin, you can both earn and pay out with a private universe that, with luck, is expanding. This means you earn more and more while being able to pay less for more and more. If someone tells you this sounds like a bubble, look them straight in the eye and tell them they don’t get it. Any of it.
Or give away fractions of well-known (Bitcoin, Ether, Solana) coins in exchange for people learning about your product. This is actually the piece I find most interesting at the moment as far as genuine web3 marketing goes. If a person creates a Coinbase account (not something I necessarily recommend, because Coinbase seems unnecessarily pricey to me), they get offers to go through a few pages of what amounts to actual coursework in exchange for, say, five dollars worth of Bitcoin. There are a number of these sorts of offers—Coinbase has effectively created an alternative sort of advertising market here. I’d love to see some startup create this sort of marketplace more directly, though tying it to a wallet/exchange like Coinbase also makes a certain inherent sense. With or without Coinbase, though, the direct exchange of cryptocurrency for serious engagement (including quizzes to make sure you got the message before you get your coin) seems like an approach that may not be available forever. Right now, five bucks worth of Bitcoin somehow seems worth a whole lot more than “just five bucks” to the crypto enthusiast. And this could be done with any alluring alt-coin, including coins that basically weren’t worth much. You know, here’s 10,000 shiba inu (Sounds like a lot? It’s 33 cents USD) for your high-level attention.
You would think that with all the hype there would be a way to build a website using web3. But if you go googling for how to build a web3 website, you’ll get articles on visual design, letting you know that in the web3 world, crazy background gradients rule.
I don’t know anything about him except that a page turned up as I was rooting around for how to build a genuinely web3 site, but I’m with Tim:
Indeed, if you were capable of cleaning your mind of specific memories, specifically, let’s say you could do grep -l web3 brain | xargs rm. And then someone asked you how you’d envision a blockchain-based and smart-contract-enabled web3; you’d likely describe an ecosystem vastly different to what it is today. You’d think about peer-2-peer networks, light clients, and renewed web standards. That’s precisely not web3.
In today’s experience it will instead be mostly shitty react websites that crash or stop working when you’ve neglected to install Metamask (or other key-management plugins). Opening a web3 website’s network console, you’ll see that it’s making an excessive amount of RPC request to an Ethereum full node. Sorry, I meant to say Infura node, a hugely-popular cloud provider hosting Ethereum full nodes. That’s kinda stupid.
4. Double down on content marketing. Strangely, I think the big marketing discovery of web 2.0—SEO—remains the primary tool for marketing in the web3 world as it stands today. Content marketing is web3 marketing.
I don’t mean manipulative, bullshit SEO. In fact, I think bullshit SEO (aka black-hat SEO, but I used to work at a security conference called Black Hat and I never liked the SEO tried to repurpose the phrase) is completely played out. The win is in providing excellent content that people link to because it’s the best out there. Because they link to it, the search engine indexers gradually become aware that more and more traffic is hitting your content from backlinks at sites around the web and “aura” around your content becomes increasingly visible. Your rankings improve. Over time—it’s a long game strategy.
5. Find a way to tie into the wild enthusiasm. I get it that what I’m saying here is pretty vague. But the background thinking is simply that right now, people who are interested in web3 are really interested. They are looking for the new stuff, talking to each other about the new stuff, holding Twitter spaces about the new stuff. So if you can manage to be a small part of the new stuff, people will actively encourage your thing being discovered. This is unlike almost every other market, even in tech, where people generally aren’t eager to believe you have anything new, doubt its important if you do, and generally don’t want you to bother them.
But what’s new in a context where everything is new? Here, you’re going to have to be inventive and actually come up with something new. But note that the newness can come from more than one source. Newness can be present when:
What your startup does is new, like a new way to tie physical goods to NFTs.
The way your startup does it is new, like a food supplier that has adopted blockchain in a novel way to track inventory.
The way you market it is new, like you create a DAO to handle your company communications (though there have been several DAOs of note where the DAO is the whole organization, as far as I’m aware no one has said, hey, let’s form a DAO to spread the word about what we’re doing and let DAO owners control the message and make sure its content is genuinely useful. Is this a good idea? I couldn’t say. But you get the idea.) If there’s a DAO tied to your marketing, then even if you don’t quite know what the hell’s going on, it’s still web3 marketing.
6. Spend some money. I think your money spent on sponsoring events and giving away swag goes far, far further in blockchain than it could ever hope to in, say, cybersecurity. People who go to NFT events are positively desperate to be covered in blinking LED lights. People at cryptocurrency events want cool black challenge tokens and they like free drinks as much as the next industry’s conference attendees. The show up at work wearing tshirts, so if yours is cool, it will actually get worn in situations where people seeing it matters.
Does anything about this create a new form of marketing? Not yet. But we’ll keep an eye out for that as well, won’t we? After all, cryptocoins hold the promise of direct reward for small increments of a person’s attention (as in point 2 above). So there may well be interesting alternatives we haven’t thought of just yet.
Just to be clear right up front, this is not an article about customizing the back-end dashboard that WordPress provides to system administrators. This is an article that captures my journey in creating a WordPress client dashboard to show various kinds of statistical progress to PeakZebra clients. These folks don’t care how many page views the PeakZebra.com site is getting. They care about monitoring how things are going in their consulting engagement with me.
When someone becomes a PeakZebra client, typically they are working on a content marketing project. As often as not, they’ve been browbeaten about how important SEO could be to them and they feel a little guilty about not having done much of anything about it.
So the first useful thing PeakZebra can provide them is a specific plan for content and for whatever SEO benefits we think might be realistically achieved in the coming year (the world is filled with people who wildly overpromise what can typically be achieved with SEO, but that’s an article for another day).
That plan is stored on PZ, accessible only to them through their client login. Additionally, I want clients to be able to see how things are going month over month. And my experience has been that almost all the details I care about in SEO program execution are things they simply do not have time or energy to be bothered with. So I need to show how things are going and do it sticking only to the most useful metrics, showing them in a visual format that makes them very quick to digest.
What I need, in other words, is a WordPress client dashboard. You know, green light if things are good and let’s hope the light is never any other color than green.
This turns out to be relatively simple to achieve, but maybe not quite as simple as you’d think. Today’s article brings you the gory details of the first pass I took at this, working within the context of the Divi page builder for WordPress. In a follow up coming in the next few days, I’ll walk through the path I took after I decided I needed better graphic and table tools, which then meant I didn’t really want to use Divi because I was happy with the look without it.
Easy-does-it WordPress Client Dashboard
To make things easy, at least initially, I decided that the dashboard wouldn’t directly query data in realtime. Rather, there would be tables on the site that were periodically updated, and it’s the data from the tables that winds up displayed in the dashboard.
Second, I absolutely needed to prevent a client’s dashboard from being visible to anyone but the client and myself (and authorized contributing team members). I wanted to keep that simple as well, about which more toward the end.
One final thing for simplicity’s sake the first time around: I’m just going to make each client’s dashboard a regular WordPress page. That way the dashboard pages are just ordinary pages, meaning I can throw in whatever page components I like (assuming we’re using Gutenberg or a page builder like Divi).
This isn’t really how I think this should be done. Rather, the “real” way to do this is to create a custom post type, probably called “dashboard,” with each client having a post of that type. That’s by no means complicated, but we’ll hold off for now.
Data
In order to show the data, we need a plugin that, ahem, turns data into pretty charts. And I want to stress here: if you’re bothering with charts, pretty is almost certainly a hugely important part of the deal. We want pretty.
There are a bunch of plugins out there that will take data and spit out charts. The popular page builders that web designers often use with WordPress these days also have at least some elements that lend themselves to showing data, which is what sent me down this initial route to have a look at what the Divi builder (the one I have the most experience with) could do.
Mixed results, honestly. To be sure, I can build a Divi dashboard that looks pretty darned good. But I did have to hunt down a couple of extra tools to get it done.
All by itself, you can’t do much that looks “dashboard-y” in Divi. It will let you show numbers as a single bar, as you see here:
You get as much satisfaction out as you put effort in.
And you can throw in animated circles with numbers in the middle of them, of the sort that you’ve seen on a million landing pages:
It’s almost the answer to the universe.
Honestly, I think they both look nicely professional, but we’re going to need some more stuff, goodles like bar charts and spider graphs and maybe color-coded maps.
Send in the Charts
In fact, you can get these in Divi by investing less than ten bucks (assuming you already have a Divi license, which is a larger expense) in an add on available through the Divi Marketplace. In the interest of responsible journalism, I picked this up and gave it a whirl:
Peace is the thing with feathers.
In addition to this line chart, there are six other chart types—all basic stuff like pie charts—and each of the chart types has some degree of animation and interactiveness, such as popups that show the values on the line as you hover over them. You can flip the chart into several different predefined palettes, or override the CSS to set your own colors, or go with monochrome.
It’s actually not bad, except for one thing… Putting the data in is a bit clunky, in that you bring up the properties box for the graph and then input comma separated values for each data plot. It’s not terrible for something with a dozen data points, but you’re not going to want to do anything big or fancy with this.
The only way to update the data is to go back into the properties and hand edit (or paste over) the data. This seems like a deal killer for many sorts of projects, where you’d like to suck up a spreadsheet in one go, or maybe query a REST API for the latest data.
If you need something that’s very top-level and that you can just edit now and then as the need arises, you could build a pretty professional-looking dashboard with this.
This won’t help you if you need to place tabular data somewhere in your dashboard, of course. For that, the simple answer (with or without Divi being involved) is the TablePress plugin.
I like TablePress. It’s a robust, simple tool. You can get the data you want from a .csv or Excel file (and from a couple other source types as well), suck it up to your WordPress site, where it’s assigned a shortcode, then embed the shortcode in the page where you’d like it to appear. The results look pretty decent as long as you don’t have too many columns. Too many columns makes for a complete mess.
You can embed a shortcode directly into a Divi page, no problem, and that includes TablePress charts.
If the table you get from TablePress by itself, though, isn’t dressy enough to suit you, it’s possible to add in an additional plugin called TablePress Styler, sold at Divi creator’s ElegantThemes.com website for $35. I haven’t really dug into it, but I suspect that most of the things that TablePress Styler does are done simply by manipulating the CSS associated with classes that are set up in TablePress itself. Meaning you could do lots of the styling yourself for free.
But TablePress Styler makes short work of making a table look quite fancy, no question. If you’re going this route, I’d recommend it.
Except…you might want to handle your tables with the Visualizer plugin, which will give you both charts and basic table capabilities. The free version gives you six chart types; popping for a $99 “personal” license gets you an additional nine chart types, email support, and periodic synchronization with either .csv files or JSON endpoints (full pricing information is here).
This last part—the data sync-ups—strikes me as the thing that might make it worth a hundred bucks. If you set it up using this feature, you can update your underlying spreadsheets and not worry about the dashboard keeping up, because it will do that on its own.
By this point, though, the bulk of the dashboard is being supplied by plugins that have nothing to do with Divi. So whether you bother with Divi (or Elementor, or any other page building tool) really comes down to how much control you want over the design of whatever else is on the page, whether you want fly-in graphics or accordions with icons that rotate as the sections are revealed and all that other “fancy professional design” stuff.
By the time you get the charting and table plugins involved, it’s kind of an incidental detail that the page was made in Divi. Indeed, the argument could be made that Divi isn’t really doing all that much here. If you get the sense that I’m about to abandon the Divi approach, you’re probably right.
So, yes, to be clear: I by no means want to imply that Divi is the way to do a dashboard. Truth be told, Divi can be pretty quirky (though it can also produce beautiful WordPress results) and there’s some question about which of the WordPress builders will survive the introduction of blocks as the essential design element of WordPress running natively (which, roughly speaking, makes WordPress itself a page builder).
To get the same sorts of graphs I discussed up above, you can use any of a number of WordPress plugins, some of which provide block support. A walkthrough of this approach is coming in a week or so.
And, yes, I did say I’d talk about gating access to the dashboards so that only the client can see that client’s dashboard. The short answer is that you can do it using the PublishPress Permissions plugin. There’s also another approach with fewer moving parts—next time…
Cyber attacks and cyber attackers figure in mainstream news nearly every day. With this level of exposure, it starts to matter whether you know how to spell things. When it comes to cybersecurity, the answer is that it’s one word, even though other, related terms—like the ‘cyber attacks’ above—are still two words.
Having been a professional writer and editor my entire life, plus a security news editor for twenty of those years, the question of how to spell this has long been on my mind.
Just say no
Early on, back in the late 1990s, the answer, at least among professionals in the field, was easy: don’t use that word. We preferred “computer security” or “information security.” Occasionally, assuming it really had something to do with the web, it was acceptable to use ‘web security.’
But the field was a lot smaller then. Less attention was paid.
By now, the field is booming. The U.S. Bureau of Labor Statistics says positions for cybersecurity analysts will grow at 32% over the next several years—this compared to an average economy wide job growth rate of 5% (these figures are pre-pandemic, so we’ll see).
WordPress Cybersecurity: It’s a Thing
Nowadays, with PeakZebra, the questions I get are largely about whether WordPress is secure. The short answer is: yes, it’s secure. The longer, more-accurate answer is that it’s really easy to make it horribly insecure. And it’s easy to do that without even realizing it.
The thing is, this is true of lots of other ways that people build websites and web applications. The real trick is knowing what it takes to achieve some decent degree of cybersecurity in your own environment.
In WordPress, the two cardinal rules are:
Keep your WordPress site up to date. Set both your core WordPress install and your plugins and themes to update automatically.
Be careful about which plugins and themes you install. Use popular ones with thousands of installations when possible. Otherwise, make sure you know who created the plugin, whether there are reasons you can feel confident they know how to write secure plugins, and so on. It’s not as hard as it might sound, really.
Use WordPress as part of a SaaS offering. PeakZebra is an example, but only one of many. Learn more about PeakZebra starting on our home page, if you like.
Cybersecurity? it’s one word or two. Really.
Though there are still plenty of places that prefer “cyber security,” it does seem like there’s increasing convergence on “cybersecurity,” at least among vendors and professional organizations within the space. On the other hand, there are more Google searches each month for “cyber security” than there are searches for “cybersecurity.”
My own view is to use the one-word option. It is, after all, a single (broad) concept. And “cyber” has historically been used as a prefix—consider one of the earliest modern uses, the word “cybernaut.”
There’s no particular reason my preference should matter to you, so rest easy in the knowledge that, for now at least, either way is ok. Just be consistent, though, yeah?
If you publish a long-form content piece on the web, you really owe it to your readers to provide navigational help. That seems obvious, but most things online that call themselves books (just one way of singling out long-form material) don’t go very far out of their way. If there’s any plain-old book table of contents, odds are it’s static or offers only chapter heading links. The web could stand to do a little better.
This article makes a start at thinking it through: what are the options for what, in the physical world, might be called the “table of contents.”
The final section of this piece also includes an overview of one approach to creating a book-like structure in WordPress and giving it a table of contents (though it’s built manually). With this approach, adding a ToC-specific menu for the book is trivial, if not entirely satisfactory.
Mind you, a book table of contents—that thing that, in English-language books, comes in the front before the actual content material—is only one navigation tool that can be provided in print books. There’s also, in nonfiction works, the index, which is just a much finer-grained table of contents that’s been sorted into alphabetical order.
Chapter summaries fall into the navigation category and occur even in fiction, though most often in older works, such as this example from Dickens:
Chapter 38: Mr. Samuel Weller, Being Entrusted With a Mission of Love, Proceeds to Execute it; With What Success Will Hereinafter Appear
Charles Dickens
Even the sidebar, beloved of textbooks, is a sort of navigational aid, in that it clearly signals that the material in the sidebar is incidental to the main flow of the text and could, if one were in a rush, be skipped for now.
In some instances, footnotes, too, are navigational, pointing to other sections of the book (what you might call “internal links”) or pointing to other works (“external links”).
But the main option is the table of contents, and that’s where we’ll spend most of our time in this piece. As a side note, never forget that your table of contents is another small element in your ebook marketing plan — people skim ToC’s to get a sense of whether the content suits their needs.
The Blog List as a Book Table of Contents
If you think of a blog in its entirety as a long-form work (which I don’t, but it’s a useful place to start), the reverse chronological listing of posts that appears on the top of the blog is as much ToC as you get.
It’s a terrible ToC and I think the reasons are fairly obvious: it doesn’t generally provide any sense of topical organization or how things fit together. It’s also generally designed so that the individual entries take up a lot of space, such that you have to click through lots of pages to get to things that didn’t appear quite recently.
Reflecting about what’s missing gives us a couple ideas about what makes a good online ToC. First, a ToC ideally conveys the internal structure of the work. Is there a first part that’s theoretical and a second part that’s about practical application? Great. Then the ToC should convey this. Second, it does this in a way that gives access to at least the top-level hierarchy of the work in one view. Readers should be able to move through the ToC without clicking through multiple places.
One fantastic additional element to an online ToC, as opposed to a print book, is that it should be available on every page in the work, and easily consulted without unintentionally losing one’s current place.
The PDF’s lost opportunity
We won’t linger on this, but it’s worth mentioning in passing that most PDF “eBooks” are a terrific example of how not to do this sort of thing. (And there’s a good argument that you shouldn’t be using PDFs for this stuff anyway…)
Because of the PDF’s heritage as a format that preserves the look and feel of printed pages, it’s not unusual to see a conventional print-style ToC at the front of one.
Even though it’s possible to make the text on these ToCs link to the pages they point to, as often as not, PDF designers don’t bother with this extra step.
Without putting too fine a point on it, this is missing the point of being online.
We won’t linger on the PDF, but one thing that is interesting is the way some readers will show some documents with thumbnail page images down one margin, so that you can jump to a specific page and have some general idea what that page looks like. In some formats, this means you can easily identify the starting pages of chapters. In works that have substantially different designs on different pages, you may even be able to jump directly to a page. It’s a nice touch and something that simply isn’t possible in print.
The eBook Table of Contents
Whereas print books tend to have a page that contains little more than the title and author of the book, this feels a little performative in an online work. In an online work, it seems better to have the title and author combined either with cover art or with the ToC, just depending on the style or nature (fiction or non-fiction, for instance) of the book.
In longer web pages, one sees a sort of “proto-ToC” that shows, typically, the subheadings on the page and allows for a direct jump to those locations.
There are starting to be Gutenberg blocks that provide this sort of ToC functionality as well:
Nothing wrong with it, but nothing to write home about either…
Way in the back of my head I feel like there used to be natively in WordPress to make sequential book pages instead of chronological posts, but in the past couple of days, I’ve poked around the internet looking for this option in vain. I think it vanished from disuse and, best I can recall, it was pretty clunky. But I do think there might have been a rudimentary ToC capability included with it.
As far as I know, that was the only plugin-oriented ToC device for handling lots of sections and pages in a sequential order.
Needless to say, you can of course build a page that looks and acts exactly like a table of contents, just making all the links to the pages by hand.
Rolling Your Own
To build a book (and that book’s table of contents) within your website, first create a custom post type that represents the pages of your book. You can do this by creating a plugin that looks like this:
// call our custom function with the init hook
add_action( 'init', 'pz_register_cpts' );
// custom function to register a "publication" post type
function pz_register_cpts() {
register_post_type( 'publication',
array(
'labels' => array(
'name' => __( 'Publications' ),
'singular_name' => __( 'Publication' ),
'add_new_item' => __('Add New Publication'),
),
'public' => true,
'has_archive' => true,
'show_in_rest' => true,
'supports' => array('title','editor'),
)
);
// and bookpage CPT
register_post_type( 'bookpage',
array(
'labels' => array(
'name' => __( 'BookPage' ),
'singular_name' => __( 'BookPage' )
),
'public' => true,
'has_archive' => true,
'show_in_rest' => true,
)
);
// and book jacket type
register_post_type( 'jacket',
array(
'labels' => array(
'name' => __( 'Jackets' ),
'singular_name' => __( 'Jacket' ),
'add_new_item' => __('Add New Jacket'),
),
'public' => true,
'has_archive' => true,
'show_in_rest' => true,
)
);
}
Then, use the ‘Post Sort Order’ plugin to give yourself the capability to drag your custom page posts into the correct reading order.
Note the “correct” order will very probably be the reverse of what WordPress will do, left to its own devices, unless you add the pages of your book to WordPress from back to front (not recommended).
One thing you’ll very probably want is navigational aids on each page. You want to be able to go from the current page to the next one, or perhaps go in reverse. Ideally, you should also be able to jump forward and back from one chapter start to the next.
As you know, WordPress themes quite frequently offer navigation from one post to the next. The source of these navigation links is, almost always, the template page for the particular style. If you’re familiar with how themes are built and how they use template pages, this is something you’ve already run across, but perhaps not paid a lot of attention to, because it lends itself to cutting and pasting.
If this isn’t familiar territory, not to worry. This is the perview of WordPress developers and this article isn’t the place to delve in detail into how this particular bit of functionality is coded. Suffice it to say, though, it’s doable and you can see an example of this over in the marketing guide I’ve published on this site: Found and Followed.
That same book has a dropdown menu on every page that gives you a basic ToC. It works fine, I guess, but it’s certainly easy to imagine better, and better looking, ToCs.
It’s be nice, for instance, to have the subheadings within chapters accordion into view when the cursor hovered over a chapter title. Likewise, it’d be nice to offer thumbnail page previews as the cursor hovered over a subsection. This approach would just plain be better than the original book table of contents.
How hard would it be to make this sort of thing available as, say, a plugin within WordPress, or a library in one of the React-based front-end environments.
One wouldn’t expect the technical bar to be set too high, because what we’re talking about is just a variant on the basic menu pattern. Consider this option in the Divi page builder ecosystem for a so-called ‘mega menu’ dropdown with featured images.
It’s not a ToC, but it’s easy to see how, with page thumbnails and a further dropdown from chapters to subheaders within chapters, the same basic paradigm would make an attractive navigation tool.
But I have to say, I don’t think I’ve ever come across anything quite like a really well-done menu for a long-form work online.
All on my very own I started thinking that a genuinely new angle on book publishing might be offering crypto coins related to the book. Or possibly the author. It turns out these things already exist and they are called creator coins.
As usual, the internet was a bit ahead of me on this (though not by as much as it usually is). It’s 2021 and the ‘creator coin has arrived. Let’s talk about what the people who are using it are cooking up for themselves.
Like Doge, But Not Really
All of this starts with blockchain, but that’s not actually something we have to talk about in detail here. Suffice it to say, with blockchain, you have a foundation for creating digital money that can’t be forged and that maintains a ledger of transactions that can’t be tampered with. The proto-crypto currency, the wild one with the crazy fluctuations and concerning level of electrical power consumption, is Bitcoin.Creator coins live on a different blockchain, the grown-up one (sort of): Ethereum.
The currency that’s native to Ethereum is called ether, but creator coins don’t use ether. They are different coins that also use the Ethereum blockchain.When people are waving their hands around, what they say about creator coins is that they let you “participate in the economy of these artists.”
Those are words from Bremner Morris, who actually probably wasn’t just waving his hands around. He’s community-appointed CMO and CRO for Rally, which is a big fish in the still-small pond of creator coins, as well as a former Patreon executive.
Rally
Let’s look at Rally: it’s an infrastructure that can mint ERC-20 tokens, thereby essentially drumming up new “alt-coins” at will. Dogecoin is the alt-coin people talk about, mostly in a sort of disbelief that there’s such a thing as joke-but-real money. But Rally envisions spinning up lots and lots and lots of alt-coins, one per creator/entrepreneur. Because Rally is an Ethereum sidechain, the coins are actually tied back to a currency system that in turn ties back to what most of us still (archaic fiat-currency boomers that we are) think of as real money.
No, Seriously
If you’re not in the crypto world yourself and/or haven’t been observing the absolute webmadness of non-fungible tokens (NFTs), you may be wondering if I’m even being serious here.
So let’s be clear: people (that is, creators) are actually doing this. Rally itself is only setting up new coins by invitation at this point and there are only a couple hundred creators at this point. But the top several coins have capitalizations that are fast approaching a half-million dollars. And by dollars, I mean actual, fiat-currency dollars.
What does capitalization mean in this context? When people use $RLY coins (which are the coins that provide cross compatibility among all the different alt-coins Rally creates) and buy a specific creator coin, they pay for them, paying whatever the current market rate for that specific coin is. As I write this, for instance, the most expensive coin costs $41.58 per coin while a $HUEVO coin costs 9 cents.
When you buy a particular coin, you own the coin, plus you may also “get” benefits associated with owning specific amounts of the coin (in terms of current value or actual number of coins). For instance, you might get access to a video chat with the coin issuer if you own, say, at least 10 coins.
Now, anybody who plays in this space hardly gets through their first sentence before they tell you that creator coins are not investment securities.
I think Rally is out in front on this and I think they’re on to something. If you can move coins, you can become a sort of web influencer on steroids, plus direct money.
There’s a lot more to it than what I’ve covered so far, but I wanted to get to this particular point: Cryptocurrency gives you as a writer or artist or consultant or public intellectual or whatever else, gives you the ability to create a “currency of audience.” You may be selling tshirts with it, just like the old days, but the odds are you’ll be creating far more complex ways to provide products, services, and community access, and you’ll be able to control and influence the way it works in your specific situation.
I got a chance to look at another one of the major headless CMS (hCMS—the ‘h’ is decapitated) contenders, namely ContentStack. In a world where it’s hard to tell one hCMS from another, a couple of ContentStack’s differentiators are what it calls ‘modular blocks,’ an intuitive setup for managing multi-language environments, and ‘environments’ that allow you to keep development, testing, staging and production sites (or whatever arrangement you prefer) cleanly side by side.
It’s probably also fair to say that ContentStack is the hCMS that most squarely positions itself as a primarily enterprise solution, something that’s reflected in its pricing model. There’s no free tier to rope in the dev community (there’s a free trial, but only for two weeks). The “Start” plan is $995 per month; the “Grow” plan is a stiff $4500 per month. If you want to run more than one site on an account, you’ll need the “Scale” plan, which, um, costs more. Other gating factors among the plans are limits on API calls, the number of content types you use, and how many entries and assets you manage within the service.
All plans involve the modular blocks support, which some of ContentStack’s rivals don’t have, but which is analogous to the Gutenberg editor that WordPress introduced in their 2018 5.0 release. In both arrangements, a web page is conceived of as a stack of blocks from the top of the page to the bottom, with options for some blocks to be set side by side, giving you the ability to create columns within your pages. You can drag the blocks to where you want them on the page, or click on them to edit their content and configuration options.
The content type editor at ContentStack.
The left column shows you the types of blocks you might add to a content type; the right column shows you the properties of the currently selected block.
This is fairly similar to popular block-oriented editors in the WordPress environment, such as Elementor and Divi. Here, for instance, is a “template view” of a page in Divi (when editing in Divi, the default WordPress editor is overridden).
Divi calls this “wireframe mode”
Note that you don’t really get any sense of what the blog entry or the WordPress page is going to look like when you use a “block grid” view like these. In the headless CMS world, this is solved by having a staging site where you can generate the updated site and view it by way of the resulting pages. In a Divi or Elementor scenario, the editor can be toggled into a WYSIWYG mode that is possible precisely because the editor is constrained to what’s possible to produce within WordPress. You get, not surprisingly, a far clearer sense of what your work is going to look like on the actual site. Here, for instance, is the page shown in a block grid above when viewed in Divi’s more commonly used mode.
In this mode, you can edit text directly, as it will appear in the published page. Other things require you to click on the options and edit in a modal view.
One thing that has to be admitted is that putting this sort of editor on top of the WordPress framework, which is already arguably a little jumbled from years of adding bits and pieces, creates an editing environment that has mysterious moments of sluggish response, lots of quirks, and more than its fair share of bugs. It is almost certainly easier to create a clean, reliable headless CMS (even one that mimics some of the look and functionality of traditional WordPress, as some hCMS’s do) than it is to perch one atop the venerable WP platform.
It’s possible, within ContentStack, to create new block types, including ones that call out to third-party services. At the recent GatsbyConf 2021, a brief demo of personalization vendor Uniform’s integration with ContentStack showed that it was easy to embed Uniform blocks that would either make notes about a user’s behavior on a site (remembering which entries in a blog they’d looked at, for instance), or alternately display content with different versions chosen according to the notes previously made. The ability to perform this sort of integration without writing it in custom code on the static generator side of the equation could well prove interesting to potential ContentStack customers as these sorts of integrations proliferate. As for Uniform itself, we’ll tackle that on another day.
In summary, here are key characteristics of ContentStack:
Leans toward enterprise IT scenarios
Allows creation of large numbers of different content types
Has good support for multi-lingual and multi-channel scenarios
Built in “environments” allow easy separation of development, staging, and production versions, along with ability to track all the elements that made up a given release (tagged by you at release time) and with granular support for rollbacks.
Builds content types on a “modular block” model, which can be a powerful enabler for content creation teams
Hey is a mail service you may have heard of. It’s been one of the trendy new things on the internet this year and it’s intriguing because it so solidly comes from a “you’re doing it wrong” sort of mentality. There’s just the tiniest hint of religious zeal about it.
To be sure, though: there are awesome redesigns of the email experience in Hey. To take one small but wonderful capability: You can change the subject of an email or thread for yourself, so that you always see it with that subject, even though all the other suckers out there in old-school land still see their old, ill-considered email subject lines.
Hey Screening
And when a new person sends you something in Hey, you don’t receive it. How’s that for email magic?
No, seriously, you get a separate button that leads to a page that shows a line or two of each email from each new sender. You decide whether you want to receive emails from this sender or not. You can change your mind later, but if you wish the sender didn’t exist, then they don’t.
This is golden, I’ll be the first to say. Changing the subject header at will? Also golden. But it’s Hey’s way or the highway: you don’t get folders, for instance. You do get category labels (as with mail clients in general these days). To be honest, it may well be that categories are all anyone needs in email.
Hey, No Folders!
The fact is, I do something very close to using no folders in my various email accounts. Everything that I think is worth keeping goes into one subfolder, which I rather creatively call “hold.” Everything that doesn’t go into “hold” is deleted (by me, by hand). Multiple folders, I’ve tended to think, are for people who don’t have proper search functions.
For me, I suspect that paying a hundred bucks a year for a new email system that locks me into a particular client is a bridge too far. I’ll have already paid for Office for the year (and, frankly, in the business world there’s little choice but to do so) and that comes with Outlook, which is a first-rate email client even if it doesn’t let you change subject headers.
But I suspect that some of the features are, in some way or other, going to sneak into the world of traditional SMTP and IMAP email. Like a client that lets you screen senders on their first appearance in your inbox. Consider that Gmail already does a fairly good job of sorting social and sales-pitch emails into separate tabs. They wouldn’t have to move that much further to build the initial screening in. I don’t know that people will pay a premium for privacy (they haven’t often, historically), but they’ll be happy enough to get it for free.
This kind of thing is going to make email a better experience and that’s going to upend the world online marketing, which is still largely based on pummeling your inbox after arm-twisting you into giving up your email. If you can kill that kind of email in a single stroke (as opposed to doing the same thing in several steps by creating a rule in Outlook), then email marketers are going to have to be a great deal more engaging and entertaining if they’re going to stay alive in inboxes (where they now thrive in an atmosphere where it’s often too much bother to cull them).
No More Total Crap Marketing Emails
We’re going to have to write emails that people actually want to read. Marketing gurus always give lip service to this idea, but the arrival of Hey may mark the shift to people radically reclaiming their inboxes.