How to Design for Arc XP Themes
The goal of this document is to provide guidance for creating site designs that are compatible with Arc XP Themes. By streamlining the design process, the hope is to reduce the amount of re-work required to make the designs Arc-compatible and thus speed up the development process.
This document is targeted towards publishers and broadcasters.
Design Strategy
This document emphasizes several Arc XP best practices related to design:
Reuse Existing Arc Blocks - whenever possible, use the existing Blocks Remember to add Ideas to the Arc XP Ideas Portal for improvements and additions to the Themes Roadmap
Design Extensibly - when a custom Block is necessary, start with the Arc Block and add small custom features
User First - always think about the value that a feature brings to a User What value does the User gain from customization? Can an Arc Block be used for the same purpose?
Fail Gracefully - make sure the failure experience is not detrimental to the user
Important
Just because a feature was used in a legacy system does not mean that it is required in Arc XP.
Design System
A design system is a critical part of setting up a new site on Arc XP. This system is a list of all the reusable, global design elements that will be used when creating features. It is the source of truth for the designs and will be constantly referenced by the development team.
A new Themes client should determine the values for the Style Guide Tokens, including:
Border
Colors
Icons
Logo
Spacing
Shadow
Typography
Default values are set, but allow for full customization to align with your brand's style guide.
For more details, see Introduction to Themes 2.0 Design System.
Note
Custom blocks are not required to use the same Design System, but any custom design elements will need to be updated and tested outside the Themes UI.
Multisite Designs
In a Multi-Site Set Up, it is possible to have unique designs per site. However, the unique elements should focus on CSS elements, not features or layouts.
Recommended Changes Per Site
To give sites unique styles, Arc XP recommends focusing on particular elements to achieve the unique look-and-feel for each site without requiring unique feature development. Examples of these kinds of changes include:
Colors
Fonts
Button styles
Menu content (controlled from Site Service)
Unique widgets and features Examples: sports widgets, stock tickers, etc. used on only one site
Recommended Consistent Elements Across Sites
Arc XP also recommends that some elements remain consistent across all sites. This does not mean that customizations per site are impossible or even difficult. Customization of the following features will add complexity, time, and potential workflow complications:
Templates
Layouts
Flex Features and Story Cards
Ads logic
Paywall features (logic can be customized per site)
Templates v. Pages
A fundamental differentiation that needs to be understood before building out designs for a future Arc site is the difference between a template and a page.
Templates are used for multiple pieces of content that render using identical features. Themes provides a Template for the following content types with the exception of Section Fronts:
Articles
Tag Pages
Author Pages
Section Fronts (usually)
Pages are used to create unique combinations of features that best fit the needs of the content.
Homepages
Unique pages (sometimes includes Section Fronts)
A major decision that all clients make during onboarding is what templates to create and what content to manage through unique pages. There needs to be a balance between Pages and Templates for every site and clients will need to make adjustments considering:
Frequency of critical updates (for example: breaking news, unplanned announcements, etc)
Editorial need for variation and “uniqueness” What can be achieved in Composer/Photo Center/ Video Center? What needs to be done in PageBuilder?
Size of Editorial and Technical teams to support maintenance
Templates
Templates are combined with a resolver (regex pattern) to render all of a single content type on the same layout. All content using a template will have the same URL pattern.
Templates should be used for content types that do not have frequent layouts or content changes. Any change made to the template will affect all content rendering on that template.
Subtypes can be used for variations within a content type, but should be used strategically. Too many subtypes create edge cases and cause extra effort when making technical or editorial updates to the templates. For example, Sponsored Articles that are almost identical to standard Articles, having only one or two unique features, will require a unique template and subtype.
Arc XP recommends using templates for:
Articles ← available from Themes
Section Fronts with identical layouts
Pages powered by queries (Author, Tag, Search) ← available from Themes
Pages
Pages are unique URLs with manually curated content. The layouts can be identical to templates (for example, a right rail layout can be used for both a template and page), but the features on the page are unique.
Pages are a powerful tool, but too many can cause a heavy technical and editorial burden.
Arc XP recommends using pages for:
Homepages
Pages with frequent, unique content changes or unique layouts
404 pages and other stand alone pages with unique URLs
Breakpoints
Changes across breakpoints are critical to achieving an optimal user experience on a website. Below is a list of dos and don’ts for creating a good user experience across all three breakpoints on Arc XP.
Avoid | Encourage |
---|---|
Creating too many breakpoints. | Using three breakpoints. Look at your user data (devices and browsers) to determine where to break the pixel sizes. |
Focusing on Desktop | Consulting your analytics and look at where you want your business to grow - most growth is in Mobile |
Using screen size to determine breakpoint. | Using browser/device type to determine breakpoint. This ensures that the correct features/ads are displayed |
Displaying unique amounts of content per breakpoint (example: show 5 results on mobile, 7 on tablet, 10 on desktop). | Displaying a consistent number, but change the display (example: show 10 results, but remove subheadline and image on mobile). |
Using unique ads on different breakpoints. | Using the same ad feature across all breakpoints with logic for sizes and displays. |
Placing features in different locations on breakpoints (example: alert bar is above the headline on desktop, but below on mobile) | Place features in the same location, but remove any features not optimized for a mobile or desktop experience. |
Setting numbers of list objects in Headers, Footers, and Navigations | Setting a number of characters and a scroll, fade, or arrow to indicate more content when the number of characters is exceeded. |
Layouts
Layouts are the underlying structure of all Templates and Pages on Arc XP. They break the space into areas where features and chains of features can be placed.
Themes provides two standard layouts as part of your provisioning: a right rail layout and a single column layout. These two layouts will serve the majority of client needs.
Custom layouts are rare, but can be supported in Themes.
Features
These are the fundamental building blocks of Arc XP. The most commonly used are listed below with details.
Arc Blocks
Arc Blocks are features created and maintained by the PageBuilder Themes team. While they cannot be customized, many contain elements that can be configured. Configuration means that the Editor has choices about how to style the block within the PageBuilder Admin (the left side rail where the display of a feature is controlled in PageBuilder).
Story Card
A Story Card pulls in data on a single Article and displays the relevant data (pulled from defined ANS fields) in a particular style.
Themes has story cards of various sizes that can be added and configured individually.
Arc XP Blocks can be used in conjunction with Content Editable - the feature that allows for the modification of fields in a story card that do not change the story content, only the display information on that page.
Story cards can also be customized. When evaluating the need to create a custom story card, ask the following questions:
What do the unique elements of this Story Card accomplish?
Will the User’s experience improve by having a unique feature?
Will the Editorial team be able to select the correct Story Card type easily?
Example:
An Editor selects the content for a top section in a layout. The Story Card used should emphasize the high quality image and include a large script for the headline. The Story Card may also include other fields like: subheadline, author, short description. However, when the Editor views the preview, the headline is too long and the image doesn’t focus on the part of the image they want to display. Furthermore, the page looks out of balance. Too many images are lining up on the left and the Desktop display looks unbalanced. The Editor can use the following to correct these issues quickly:
Select a different Story Card for the top feature
In the Admin, use a custom feature to switch the image from left aligned to right aligned
Use Content Editable to create a shorter headline
In the Admin, use a custom feature to change the image or (with more time) go into PhotoCenter to edit the image that is cropped and centered on a custom focal point
In the Admin, remove the subheadline from the Story Card to make more room for the original headline
Note
None of these changes in PageBuilder affect the original story in Composer. When the user visits the full story, they will see the original content unless changes are made in Composer.
Flex Feature
A flex feature is powered by a content source and displays a list of Story Cards from that content source. It’s a quick way to populate a section of a page that Editors do not want to manually curate.
Flex feature designs can be simple or complex. The important factor is to create as many as required by the Editorial team without creating too many. Variations in flex features can be helpful in creating unique User Experiences, but too many will clutter a site and add time to page creation.
For example, the same flex feature can be used to create the Author, Tag, and Search pages on most sites. This is a basic list flex feature - the only change is the content source.
You can select a combination of Story Card and Content Source to build the feature.
The PageBuilder Admin can include helpful features like:
Offset - skip a selected number of stories from the top of the Content Source
Title - Editor can enter the title of the feature in an open text field
Display Number - determine the number of stories called from the Content Source.
Note
As discussed in Breakpoints, the numbers should not change from breakpoint to breakpoint.
Lead Style - create a unique style for the top story in the list, such as including a promo image or a larger headline
See More Logic
Arc Blocks include the button to show more content where required. The fonts and colors will be pulled from the Design UI.
Social Media Share Bars
This block is provisioned with the current logos for the social media brands support by Arc XP. Any additional social media brands will require building a custom block.
Share Bar: This block is provisioned with the current logos for the social media brands support by Arc XP. Any additional social media brands will require building a custom block.
Follow Us Bar: This block is provisioned with the current logos for the social media brands support by Arc XP. Any additional social media brands will require building a custom block.
Author Social Media Features: Author pages often include links to the author’s social media accounts. These links are managed through Author Service.
Global Features
This feature enables a global change that is updated from a single location. This is enabled through fragmenting - creating a feature on a page and then using the feature on various pages and templates throughout the site.
Examples: Global Alert Bar, Announcements, Breaking News Alerts
Fragmenting and global features are powerful tools for making quick updates on all relevant pages. They are easy to update because a single parent fragment controls all the child fragments. There are two major limitations:
The fragment must be placed or removed from all pages and templates.
The child fragments are all identical to the parent, no variation is possible.
Headers and Footers
Themes provides a standard Header and Footer Block.
Headers and Footers (and all features that involve navigation links) are controlled by hierarchies created in Site Service. These hierarchies are similar to Content Sources, they are a source of data that is controlled and manipulated in a single place but can be used to power multiple features.
For example, a hierarchy called Primary Sections could contain a link to the landing page of all primary sections of the website. This hierarchy could be used on a websites main navigation, but it could also power any list of primary sections.
If the same hierarchy is used in multiple features then changes to the hierarchy will cascade to all those features.
Chains
Chains are a quick way to link features together. They also serve as the way to sub-divide a layout in PageBuilder.
Subdividing a section of a layout allows for more unique layouts. By default, any feature added to a layout will expand to fill 100% of the space. By sub-dividing the layout, the feature logic does not need to change but the layout will become more customizable.
The blue outline in the image above shows sections in a Layout. The orange shows chains of features within that section (a ⅓ to ⅔ column split).
Chains also allow for content to move quickly around a page. Rather than moving individual features and resetting configurations, an entire chain can be moved or deleted as a single action.
Content Sources
Content Sources do not directly impact designs, but they are important to understand when designing your features. They power features - particularly flex features. They are a fast way to populate a feature that does not require manual curation.
For design purposes it is important to balance the number of manually curated and automated features on a page. Pages that require a large amount of curation should be limited based on the size of the Editorial staff and desired outcome of moving to Arc XP. If the goal in moving to Arc XP is to streamline Editorial processes, then more frequent use of content source powered features is critical. When reviewing designs, ensure that the ratio of automated to manually curated is one that can be supported by the client.
There are three types of content sources: query based, external APIs, and Collections.
See Themes - Using Content Sources.
Query Based Content Sources
These are simple or complex queries used to pull content from Arc XP’s Content API for display in a feature. Common components in queries:
Section (primary and/or secondary)
Date (descending or ascending order)
Author
Subtype (if used when creating content in Composer)
Tag
In Content API powered content sources, only “top level” ANS fields are included in API calls. Any “secondary” fields will require a second call to the API to retrieve the required data, which will result in performance implications. For this reason, Arc XP recommends using only the provided ANS fields to form these queries:
Headline
Subhealine
Author(s)
Promo Items
Dates
External Content Sources (APIs)
Some features will use external sources to provide content. These should be used sparingly, as the calls to external APIs add to the page load and can negatively impact site performance metrics.
Examples of external APIs:
Google Analytics → Most Popular features
CXENSE → Related Content
Taboola → Sponsored Content
Features using external APIs (like Taboola) often require disclaimers for sponsorship. These must be included in the designs and are critical requirements. They must be prioritized above “nice to haves” as they have legal implications for the client.
Collections Content Sources
Collections is a feature in WebSked. It allows users to create manually curated content sources. Authors and Editors can pitch content to a Collection from any Editorial product (Composer, Photo Center, Video Center). In WebSked, that list of content can be curated (ordered, pinned, headlines and images edited). That curated Collection is then a content source for any feature that accepts content sources. It is also possible to backfill a Collection with a query.
Visually, there is no difference between a Collection feature and a query powered feature.
For Example:
An Editor wants to create a feature populated with the most important content (stories, galleries, and videos) from the last 24 hours. They manually add 10 pieces of content every day to highlight the best content from the brand. They also use the pin feature to keep the most important story at the top as new content is pitched to the Collection throughout the day. However, on the weekend the newsroom is slower and less content is pitched. The Editor set the Collection content to expire after 24 hours and sets up a backfill query to add content to the Collection so that it is always populated with the most recently published content, even when the office is empty. If a story breaks in the middle of the night, it can still be pitched to the Collection and will go to the top of the list.
Recirculation Features
Arc XP clients use several different strategies to induce Users to circulate through their sites. Recirculation is critical for User engagement and for advertising revenue.
Arc XP recommends Related Content features and recommendation engines as the primary strategy for encouraging Users to stay engaged with content. These features can be moved on pages and templates to react to changing user engagement with little or no redevelopment effort. Efforts can be focused on creating features that are more enticing and responding to user feedback in Editorial work such as headline creation or selection of promo images.
Arc XP does not recommend paginating articles or infinite scroll as recirculation strategies. Both are a large effort to develop and maintain. They are also static in response to user engagement data. Generally, user data points to a steep decline in engagement in both models as scrolling or clicking is required.
Revenue: Paywall, Advertising, and Print
Arc XP offers Subscription and Identity blocks that can be used together to create a front-end paywall experience powered by Arc Subscriptions on the back-end.
Paywall
An increasing number of Arc XP clients are moving away from traditional advertising as their primary source of digital income. Subscriptions is an increasingly important business model. For designs, it is important that the User experiences related to a paywall be integrated from the beginning.
All paywall models have at least two (sometimes three) distinct user experiences that should be displayed on all designs:
Anonymous User ← not logged in
Paying User ← logged in and enabled to view the content
Logged In But Not Enabled ← registered with the site, but not allowed to see the relevant content
The paywall features will change based on two potential models:
Metered - the user can see a certain amount of content before the paywall is shown
Premium - the user can see all free content, but not premium content
Whichever model is chosen (and it is not required to choose immediately, both are supported by Arc XP Subscriptions) - designs are required for all of the following:
Navigation in all user states
Paywall message Will this be state dependent (example: a user who is registered but not able to view will see a different message from an anonymous user)? Links to relevant pages: Login Register Terms and Conditions
How will the paywall block content on the page? Opacity layer, black out, etc. Where does the black out begin?
Note
For templates the blackout must begin at the same point in the template for all content using that template.
Does the article display any content? Headline, promo art, etc? What if the promo art is a video, can the user play it?
If using a template with a right column - does that column show?
Arc XP recommends hiding the entire page or the entire article body when possible. It is the easiest solution to maintain across all pages and templates and avoids edge cases (For example: articles show 300 words, but the article is only 299 words long). This is also the easiest solution to implement across breakpoints. Furthermore, it is easy to change the status of content (paywalled or not) in Composer. It is also easy to change the layout of features on a template. It is much more difficult to change the logic or features in a Paywall. Changes to the paywall features should be relatively rare compared to other Editorial changes.
Sponsored Content
Content pulled in from APIs or sponsored articles usually requires clear labels for Users. These labels need to be included in the designs from the beginning.
Depending on the type of sponsorship, Arc XP can advise on the best strategy for reusing existing components to enable a consistent look-and-feel except for the legally required sponsorship markings.
Examples:
Use a subtype for sponsored articles that automatically includes the disclaimer feature on the template Note: This disclaimer may require a custom Block
Use an existing flex feature with an API for a content source and add a custom Block to add the sponsorship disclaimer to the feature
Ads
Advertising is a critical revenue stream for almost all Arc XP clients. Themes supports DFP advertising in an Arc XP Block. All other advertising providers and any custom sizes or behaviors will require a custom block.
Arc XP is a digital-first product. Print integrations all occur downstream from Arc XP products - this means that the “source of truth” for Arc XP is the digital version of the content.
Important to Note:
It is not possible to preview a print version of an article in Arc XP
Print management will occur in a separate CMS Depending on your SOW, Arc XP will build or assist in your building the API for that CMS
Changes made to print content will not be reflected in Arc XP
Images
Images are a critical part of the user experience of any website. Below is a list of requests to include in designs to make images work easily in Arc XP:
Images are configurable on some blocks to maintain the following aspect ratios: 16x9 (default), 4:3, 3:2. Any exceptions (for example: squares or rounds) will be taken from 16x9 images with as determined by the center point of the photo
Promo art (lead art on an article) is managed differently from inline images for performance and workflow reasons. Promo art (including images) needs to be called out in article designs Arc XP recommends limiting the variations in promo art - some options may need to be controlled through resolvers
Features that can include/exclude images should be shown with both variations in the designs. Story Cards ← controlled from Admin in Arc Blocks Flex Features ← controlled from Admin in Arc Blocks Articles with no promo art
Captions and credits display per Arc Blocks specifications and locations Moving these fields will require a Custom Block
Arc Blocks provide a standard Gallery Changes will require a Custom Block
Opacity layers, grayscale, etc, are included automatically. Changes will require a Custom Block
Fallback images may be uploaded in Theme Settings. This is an image that can be used to optionally display when featured media is not set on an article. This is usually a 16:9 image with a logo to represent your brand.
Promo Items (Featured Media)
Featured media is where content such as images, videos, and galleries are set on articles to display as the promo content on blocks. The following logic determines what featured media is displayed on a block when those blocks/templates are configured to display the promo content. Custom logic outside of this would have to be applied on a forked and/or custom block:
Featured media logic | ANS logic |
If no promo content is set as featured media on an article, then the fallback image will display as promo art on the blocks, and no lead art will display on the article. | IF no |
If only basic promo content is set as featured media on an article, then that content will display as the promo art on the blocks, and as lead art on the article. | IF only |
If only lead art content is set as featured media on an article, then that content will display as lead art on the article, and the fallback image image will display as promo art on the blocks. | IF |
If both the basic promo content and lead art is set as featured media on the article, then the promo content will display as promo art on the blocks, and the lead art will display on the article. | IF both the |
Focal Points and Smart Crop
Focal points can be optionally set within Photo Center, or as an override on promo images within Composer.
At this time, focal points set within Photo Center are respected on Themes blocks. Overrides within Composer are not yet supported on Themes blocks. It is recommended that the focal point is set within Photo Center so that it can be globally recognized across the blocks.
If no focal point is set on an image, the resizer smart crop will apply when the block has a maintained aspect ratio only (like list blocks).
If the block does not have a maintained aspect ratio (like gallery-block and lead- art-block), smart crop is set to false.
Videos
POWA Player
Arc XP’s native player can be set up for a variety of user experiences.
Major questions for setting up the POWA player:
Ad experience is set in the Video Center admin
What actions can a user take on the player?
Preview thumbnail is set in Video Center
Video Lead Art
Videos can be used as the lead art in a story. Generally, when this choice is made the video will play in place (at the top of the article) and leaf pages may or may not be needed.
When using videos as lead art, the video can be the promo art in a Story Card of the Article. Or an image can be chosen if videos should not display on Story Cards.
See Lead Art – Arc Block.
Videos Embeds
Videos embedded within an article (not lead art) are part of the article body. These videos will display and act like any other video player with one notable exception: it is not possible to tell if an article has a video embedded in the article body when displaying the story in a story card.
Example
An editor selects a promo image for an article as the lead art. After the first paragraph of the story, they embed a related video into the article body. This story is added to the Section Front of the section in a Story Card and the promo image is displayed in the story card. However, the Section Editor wants users to know that there is a video embedded in the article by adding a kicker or label to the story. This is not possible unless the video is in the promo art position.
Videos in Story Cards
Videos can display in Story Cards when they are the designated lead art in an article.
If videos need to be embedded as promo art in a Story Card, several things should be taken into consideration for the user experience and design:
Will the video play in place or link to an article or leaf page?
Video Leaf Pages
Video leaf pages are stand alone pages that include only a video, with a title and some basic metadata. Arc XP automatically generates a unique ID for all videos and creating a leaf page for videos is a simple process of creating a template and setting a resolver pattern.
These pages can be highly effective or confusing for users depending on the desired user experience.
The critical question that must be answered before setting up leaf pages: how will users reach the leaf page?
Positive Impacts of Leaf Pages
Unique URL for sharing just a video (not related article) on social media
Potential positive impacts on SEO
Negative Impacts of Leaf Pages
More templates and resolvers to manage
Potential for confusing user experience
Splits social media shares between articles and videos
Arc XP Recommendations
Arc XP recommends creating leaf pages in the following circumstances:
Videos are published by a separate team or on a different timeline from Articles
Videos are time sensitive and need to be published ASAP
Sharing videos on social media for traffic not as important as sharing Articles
Author, Tag, and Search Pages
Themes includes standard Templates for all of these page types.
These pages should all follow the same templates and use generally the same features. They are powered by a query and then display the results in a particular order.
Remember: Users are coming to these pages with a different purpose than a Homepage or Section Front. They have already queried for specific data and are, therefore, trying to accomplish a different task. The Story Card used here should make that task easier and faster.
Key Points
Authors link from their related Articles by default Authors not listed in Author Service can use the Guest Author field in Composer
Special Features, like an Author Bio for the Author page, can easily be added latter will require a custom Block and Template
The number of results displayed does not change per breakpoint
The “see more” functionality (including null results and end of results displays) will be provided in the Template
Accessibility
The client is responsible for setting and maintaining expectations related to Accessibility standards and compliance. Arc XP will assist in meeting those standards wherever possible.
An example of the limitations for Arc XP can be seen in best practices for captions.
WCAG 2.0 AA Accessibility compliance requires descriptive captions for all images to be included in <alt> tags. Photo Center easily supports this requirement by supplying the necessary fields and Photo Editors will be trained on how to enter data in those fields. However, the client may want to make this field required for publication of the image. This makes sense to avoid images that lack alt text. What tends to happen when Editors have required fields and tight deadlines is that any text will be entered in order to publish the image. Because Arc XP can only check for the presence of text (not the quality of the description) the required field may be both beneficial and detrimental to the quality of the user experience. Arc XP therefore strongly recommends using a combination of required field and high editorial training standards to ensure that compliance is achieved.
Arc XP cannot:
Force editors, authors, or designers to remove non-compliant content from the website
Check automatically for compliance before publishing content or rendering pages
Arc XP can:
Build features that comply with the client’s chosen accessibility standards
Advise on the best strategy for achieving compliance
Include guidance on accessibility as part of Newsroom training