Tuesday, 3 May 2016

Using segments in Google Analytics to identify external users

As Google Analytics guru Avinash Kaushik frequently points out, "All data in aggregate is cr*p", and if you want to get anything useful out of it you need to segment it.

For us, a fairly simple-sounding bit of segmentation is to look at how external users use our site compared to our internal audience of staff and students.

Although we can segment quite easily based on whether a user was on campus or not, that doesn’t give us a completely clear picture, as staff and students both frequently access our site from off-campus. Students use it from private rented accommodation and when they’re away from York during vacations, and staff use the site from home and when travelling on university business too.

Our new approach is to try to infer whether someone is an internal user or not based on factors such as the content they look at and the things that they search for.

Our 'Probably an external user' segment


Some of the conditions used to identify external users
So to try to identify external users, we've got an advanced segment is set to exclude sessions that meet any of the following criteria:

We're the service provider

An easy one to start with - exclude any sessions where the service provider is University of York.

Looked at pages that only internal users can see

Another easy one: exclude any pages that are behind authentication, which users wouldn’t be able to access without logging in. For example, the Timetabling Gateway or Student Enquiry System.

Looked at pages that that are aimed at internal users

This one is less clear cut as we have a lot of internally focussed pages that are publicly accessible, so external users can end up viewing them, accidentally or otherwise. We also know that there are some cases where our information architecture isn’t quite right and we end up directing prospective students to information that’s in the current students branch.

But still, if someone looks at anything in www.york.ac.uk/staff and www.york.ac.uk/students then it’s a pretty good signal that they’re an internal users, so we exclude them. We’re also excluding any URLs that include the words intranet, internal or current-students (with some regular expressions to catch variants with and without hyphenation or an ‘s’ on the end).

Searched for things that internal users use 

Again, it’s not 100% clear cut, but if someone searches for one of our internal systems then it’s likely that they’re a student or member of staff.

So we exclude any sessions where the user searched for things such as VLE, Moodle, eVision, VPN, email or Planon.

Using the segment

Here's how our audience overview looks with this segment applied (the orange line) compared to all of our traffic (the blue line):

It's not perfect (but that's not the point), but you can see right away that usage patterns are different, with much less of a drop-off at the weekend for external users.

Further reading


Tuesday, 5 April 2016

Responsive 'quick-fix' live

In February we unveiled our plans for a responsive 'quick-fix' for key web pages. Our aim was to improve user experience across a range of devices, while avoiding the laborious process of rebuilding thousands of pages.

We're pleased to announce that the first pages to use the new designs went live at the end of March.

The About the University pages are now more usable on phones and tablets. They also present a more coherent user journey alongside the newly rebuilt Study branch.


We've begun to roll out these new templates to departments. Many are well underway checking existing pages to make sure they translate cleanly into the new designs.

If you're interested in moving your departmental pages into a responsive layout then contact us at digital-marketing@york.ac.uk to get started. You can even book time in our (very grandly named) Device Lab, to help speed the process along!

More information on responsive designs:

Wednesday, 24 February 2016

Introducing Digital Drop-ins

As we mentioned before Christmas, we’re planning to run a monthly clinic for CMS users and departmental marketing folk to ask us anything about their digital marketing.


The first Digital Drop-in will be next Monday, 29th February from 10am to 12pm. It will take place in V/122, the seminar room on the first floor of Vanbrugh. You can use our fantastic room search to see where it is on a map and to get directions.


If you have a question about how to plan for the new responsive templates, how best to organise your content or your community of web contributors, or anything else that you’d just like a chat about, sign up for an appointment.


The Digital Drop-ins aren’t replacing our usual support channels, so if you need some help with content in the CMS, you can call x4127 or email digital-marketing@york.ac.uk.

We have limited space available next Monday, so if you’d like some advice, sign up now and book your spot.

Thursday, 18 February 2016

Preparing for and opting in to new responsive designs for CMS pages

Before reading this post, hopefully you’ve been to the test site, toggled the responsive styles on, and had a look around. If not, see our accompanying post introducing a quick(ish) modernisation of the website.

If you create and maintain content on the university website you’ll hopefully want to know when we can put these styles live on your pages. This post describes what you and we need to do in order to do that.

Opting in

Departments and sections can opt in to adopt these new designs for their section of the site. There are a few criteria we need you to fulfill to be able to do this:
  1. A commitment from you to check all the pages in your section of the site to ensure they display correctly (more details on this below). Note that we’re expecting to enable the new design at a root-section level rather than small sub-sections lower in the hierarchy (ie. all of a department’s pages will switch at once, not a few at a time).
    • If it’s really impossible for you to do this checking, and this will be a blocker to you adopting the new design, let us know. We’ll try to help in as many cases as we can.
  2. Understanding that, for now, the new design doesn’t include departmental colours. Options for colour will be re-introduced in the future, but we don’t have a timescale for that yet.
  3. Ensuring you have the backing of your department to make the change and the authority to sign it off before going live. 
If you can meet those criteria and would like to get involved, get in touch at digital-marketing@york.ac.uk and we’ll add you to our list.

Testing your pages

Before we switch a section of the site to the new design, we’ll need you to check every page in that section and provide feedback on any issues you can see. We’ll provide tools and guidance to help you do this.

Once we kick off a project to switch your area of the site (but not yet - for now just have a look around and use the feedback tool to alert us to anything obvious that you spot), the kinds of things that you’ll need to check for on a page-by-page basis include:
  • Does it look right?
    Ensure there isn’t any overlapping text, or strangely over- or undersize images. Check that the submenu is right and that your images are loading properly.
  • Is it working?
    On many pages there are Twitter lists, scrolling banner images, tabs, accordion boxes or some other added functionality. Is this still working? Let us know if there is any unexpected or broken functionality.
  • Does the content read properly?
    Part of the work we’ve done is to reorder the content slightly, in those cases where the content at the top of a column comes too far down the page. Scan through the content on the page and make sure it makes sense and is in the right order
We’re aware that some of you may be responsible for hundreds of pages in the CMS so this isn’t a trivial task. But if you split the site down into manageable chunks it’s possible to get it done in a relatively short time, and certainly much faster than rebuilding the pages in a new template. It’s also a good opportunity to make sure that the web pages you have are up-to-date, relevant and useful.

Next steps

If you’re interested in adopting the new design, here’s what should happen next:
  1. Have a good look around your pages on the test server so you have a good understanding of what the change will look like.
  2. Discuss the opportunity in your department and, if you need it, get the buy-in of your senior manager.
  3. Let us know you’re interested and when you’d like to do the checking of your pages - email us at digital-marketing@york.ac.uk - and we’ll agree some dates to start on and aim to finish by.
  4. You check your pages, give feedback on anything that’s broken and we either fix it or advise you on how to modify the content so that it works.
  5. Once all pages are checked and signed off, we’ll apply the change to your live pages.
All of that might sound quite complex, but we think it should actually be fairly straightforward and we’re here to help. If you’d like to discuss it with us, feel free to call Dan on x2047, or look out for another blog post in the next few days about upcoming content clinics where you can come and chat in person.

Introducing a quick(ish) modernisation of the website

Five years ago the proportion of people visiting the university’s website on a mobile or tablet device was just 2%. It’s now over 25%. The need for our website to work better on a range of different devices is obvious.

One of our aims for this year is to update the current site to be responsive: that is, to fit to whatever screen it is displayed on whether that’s a mobile, tablet or computer. We blogged before Christmas about our plans for rolling out new responsive page templates and what we’re introducing today is part 3 of that plan - an incremental improvement to existing pages that can be applied to all CMS pages.

The new study pages, as they appear on different sized devices

We’ve developed new styles for existing CMS-published web pages which do two key things. First, they now work better on smaller devices. Second, they incorporate new fonts and colours to make for more cohesive user journey around the site. At this time we haven’t incorporated departmental colours, but options for colour will follow in the future.

Give us your feedback

We have a test version of the website at which you can preview the new design and send us your feedback. To access the test site, which is available on the University network only (including via the VPN if you’re off site), go to the page you are interested in on the main website and replace the www in the website address with cmsmigrate. So, for instance, if you want to try out www.york.ac.uk/about/ you would change the address in your browser to read cmsmigrate.york.ac.uk/about/.

Once you’re on the test site and looking at a CMS-published page that’s affected by the new designs, you’ll see a toggle switch in the top right-hand corner. Clicking it will turn on the new styles for you.



If you make your browser window narrower or wider you’ll see the layout adapt to the size of the window.



If you visit cmsmigrate.york.ac.uk on a mobile or tablet and turn the new styles on you’ll see that the content automatically adapts to the size of the screen.

Have a look around and let us know if you spot any issues by clicking the ‘Leave Feedback’ button in the bottom right-hand corner.' We’d really value your input.

What next?

We’re hoping to start rolling out these new designs very soon on an opt-in basis for the different sections of the site. If you’re involved in maintaining your department’s web pages, we have a separate blog post for you about preparing for, testing and activating the new designs.

Tuesday, 22 December 2015

Rolling out responsive web templates

Early in 2015 we launched new research web pages, our first to be optimised to work on all devices. Since then we’ve launched new pages for prospective undergraduates, prospective postgraduates and we'll soon launch a new version of the homepage. At the same time we’ve been working with departments to rewrite and rebuild course pages.
This has been a long process for a number of reasons. Firstly, it's just complicated work that takes a while. Secondly, we're a very small team who have to keep the website up to date and manage a significant support load. Business-as-usual takes around two-thirds of our time which doesn't leave much resource available for new developments.
Many of you have been asking when you can have access to new templates in the CMS to allow you to rebuild your pages. This post is to let you know what's happening, why (regrettably) it's not quite as simple as just enabling some new templates and to explain what we’re doing about it.

Thoughts on how we manage the website

Two quick asides about terminology:

1. I use department throughout these notes as shorthand for all types of organisational unit.
2. I don't refer to department websites. Instead I refer to sections or pages of the site. When we hear from website users, they almost always refer to just the University website. We have a big website, but it's just one site and not many small ones. That's an important distinction. It signals a shift in mindset that we think is important as we continue to improve the website.

</asides>

In the seven years we've been using the Web CMS, we've given basic training to over 1,000 users. Those users have added over 50,000 pages to the site, often with little governance and as a result we now have a site with more content than we have resource to maintain. Most web professionals would say that sounds like a recipe for disaster. That we still have a usable site in that context is testament to the great efforts made by all those involved.
But, despite those great efforts, the site has considerable problems. It is littered with repetition, out of date information, broken links, broken layouts, huge image downloads, flabby writing, confusing navigation, missing calls to action and critical information lost amongst minutiae.
Modernising and optimising a site for mobile takes more than just applying a new design. It means fixing those underlying problems and streamlining the information we provide. It means we need a change of approach.
Described below are three areas of work, all interrelated, that take us in the right direction.

1. Centralised course listings

Course pages, for obvious reasons, are amongst the most important pages we publish. For some time we've been the only Russell Group university whose course information is only located in department pages.  In many cases course discovery is difficult and in some cases impossible. We also recognise that there is a big burden on departments to maintain the quality of the course pages in their areas. Recent consumer protection guidance has made it more important than ever that we get this right.
To address this shortcoming, we've moved 50+ course listings from departmental to central mobile-optimised pages over the past year. These include courses from Departments of Mathematics, Philosophy, Environment and more. They've been rewritten from scratch to ensure the content is consistent, high quality and most importantly meets user needs. For ongoing maintenance, the central team apply any changes so that we maintain that quality and consistency whilst ensuring that departments continue to approve and sign-off on the published content.
We've relied on agencies to help with writing capacity throughout 2015. In the new year we intend to add a dedicated post to the team to speed up the process. Departments who have the resources to write their own course page drafts will also be able to do so and we will work with you to edit and put them in place.
The current crop of centralised course pages show a range of positive metrics in Google Analytics. We're confident that this is a really positive step forward for how we showcase our courses to prospective students.

2. Mobile-optimised designs for new pages

The new mobile-optimised designs are built on a completely new framework of code and CMS templates. We've followed the principles of atomic design to build a scalable system which should serve us well for a good number of years to come.
By mid-February we hope to make these new templates available for the creation of new sections of the site (eg. new research centres, standalone projects).
For existing sections of the site, there is a lot of work to do to move to the new designs, including (but not limited to):
  • Training in use of the new templates
  • Auditing existing pages, whether they are required and whether the CMS is the best place for them (the wiki is now a better choice for a lot of internal-facing information)
  • Rewriting and optimisation of all content so that it works effectively on devices of all sizes
  • Sourcing and preparation of new images so that they display correctly on devices of all sizes
  • Logistical planning for a seamless transfer from old pages to new
This is work that departments would struggle to do in isolation, but that our small team doesn't have the resources to support. Rather than focusing on big changes for a few departments, we suggest below a different approach for existing pages as our first priority.

3. An incremental improvement to all existing CMS pages

Given the amount of work involved in rebuilding 50,000+ pages from scratch, there's a compelling need to do something to modernise the site design and improve the mobile user experience in the short term.
To that end, we're working on a retro-fit solution to apply to existing pages in the CMS. It won't be zero-effort for departments, but it will be days, rather than weeks or months.
We hope to be ready to start deploying to early adopter departments in late March.

So what can you do right now?

I hope the above sets the scene and gives you a sense of what we're trying to achieve. But you may be wondering where it leaves you. What can you do right now?
  1. Let us know if you're interested in centralising your course pages, using the new designs for new pages or piloting our retro-fit design. Please ensure you have the support of your department though. Successful outcomes depend on departments committing enough resources to see work through.
  2. Fix the basics. Mobile-optimisation and modern design are important but it is just as important to ensure what we have already is the best it can be. Fix the dead links, optimise your landing pages, edit your text, highlight your calls to action, clarify your navigation. All those, and more, are just as fundamental to the page as the aesthetics of the design. We’ll be running content clinics each month from February onwards, during which you’ll be able to sit down with us and get some advice in this area. Sign up now if you’d like to be involved.
  3. Let us know what your web governance structure is within your department; how you update, approve and manage your content. Check your entry on our site map wiki and update it if necessary. If you don't have a governance structure, consider defining one. It will help you manage your pages and help us to help you going forward. Again, if you’d like to know more about this come along to one of our content clinics and we’ll talk you through it.

Improving our communications

We recognise that whilst we’ve been doing all of this our communications regarding plans, priorities and direction of travel have fallen short. We’re sorry about that, and one of our priorities for 2016 is to put it right.

In the meantime, feel free to ask questions in the comments or to me directly (dan.wiggle@york.ac.uk) and I'll be happy to answer.

Monday, 8 June 2015

Digital screenings - learn with us every fortnight

Every fortnight on Wednesdays at 1.15pm we run screenings of webinars or recorded conference presentations about all things to do with digital comms. We do this to help keep our knowledge up to date and to provide a very informal opportunity to discuss new approaches to what we do.

Anyone is welcome to join us and we publish details of what's coming up on Twitter and on a wiki page (UoY only) in advance.

In the past we've learned about:

  • Workflow for responsive redesign projects
  • Pair writing for effective content creation
  • The future of social media marketing
  • User-centred photography
  • Using HTTPS for all website traffic
That's a pretty eclectic list, but that reflects the nature of what we do! We wouldn't expect most people to want to come every time, so feel free to drop in just occasionally.

This week we're going to learn about programmatic advertising. We'll be in Derwent College room D/L/049 and will start at 1.15pm sharp.