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本頁面包含 Google 技術文件季度接受的技術寫作專案詳細資料。
專案摘要
- 開放原始碼組織:
- Mautic
- 技術撰稿人:
- Swati Thacker
- 專案名稱:
- 檢查及更新 Mautic 的使用者說明文件
- 專案長度:
- 標準長度 (3 個月)
Project description
我查看現有說明文件後的第一印象:
目前的說明文件內容冗長,許多地方重複、不完整且雜亂,可能會讓使用者難以找到所需資訊。
身為第一次使用,我不清楚 Mautic 的不同元素 (例如廣告活動、素材資源、訊息、類別等) 如何彼此搭配運作來滿足業務需求。建議您建立高層級概念主題,以 2 到 3 行說明每個 Mautic 元素。本主題可連結至各個元素的各種詳細工作主題。
您可以擴充貢獻指南,加入更多資訊,例如如何開啟問題、如何建議新內容/想法、回報錯誤/問題/安全漏洞等,並提供論壇、Slack 頻道和 Git 存放區的連結。此外,樣式指南也需要擴充,以便新增標準的排版慣例、圖片和表格等指南。
此外,電子郵件、廣告活動中還有許多不完整的資訊,以及需要更新的舊資訊/過時資訊。
我想貢獻的領域:
在查看 Slack 頻道上的討論內容時,我發現使用者會直接與 Mautic 社群互動,因此我意識到廣告活動和電子郵件是 Mautic 的重要元素。我使用 Mautibox 進行第 3 版的測試,並檢查了廣告活動的說明文件,發現需要大幅改版。以下是我發現的一些問題,以及針對每個問題提出的建議:
- Mautic 使用者在建立廣告活動時,可以選擇多種動作、決策和條件。說明文件缺少許多操作和決策,但幾乎沒有廣告活動條件的說明文件。我們需要找出缺少的資訊,並在使用者文件中補上。
- 您可以建立簡單或高度複雜的廣告活動。對於首次建立廣告活動的使用者而言,目前的說明文件並沒有太多價值。建議您找出一些使用案例 (簡單和複雜皆可),並建立範例工作流程 (以逐步教學課程、最終使用者指南中的主題或操作說明影片的形式),讓初次使用者在開始建立自己的廣告活動前參考。
- 您需要在本節中以更有條理和有序的方式呈現資訊。必須遵循以任務和概念為基礎的方法來提高可用性。主題可以使用表格呈現動作、決策和條件的相關資訊。「使用日期觸發條件」這個主題似乎不太理想。可在「條件」下方巢狀排列。
除了廣告活動之外,我也針對電子郵件測試了說明文件與使用者介面。我提議的工作如下:
- 電子郵件動態內容適用於自訂程式碼電子郵件範本 (適用於範本電子郵件和區隔電子郵件),但目前沒有相關說明文件。詳細說明動態內容的功能和設定方式,並附上幾個範例。
- 新增監控電子郵件的專屬主題。這可能包括如何使用資訊主頁上的電子郵件小工具,以及如何追蹤電子郵件相關指標和活動。此外,請將追蹤電子郵件相關資訊移至這裡。
- 說明文件並未明確指出聯絡人回覆、退信管理和郵件傳送者是擁有者,都是可在「電子郵件設定」下設定的全域設定。所有電子郵件設定都應歸類於某個主題。此外,許多其他電子郵件設定 (例如預設頻率規則、取消訂閱設定) 也完全沒有記錄。指出哪些設定為必要或選用。
- 請在 Bounce 管理頁面中移除所有 Webhook 相關資訊,並將其放入專屬的 Webhook 主題中。我們可以在這裡提供該主題的連結。
此外:
- 資訊主頁主題中可用的小工具不完整。這項資訊非常重要,必須加入,才能協助使用者分析及監控 Mautic 資源。
您必須檢查整份文件,才能找出缺漏之處。因此我們必須翻新,才能讓使用者更平易近人。
我認為自己的知識/經驗對這項專案有何助益?
在過去一個月內,我處理了 Mautic 說明文件中的各種問題,包括為最新的 Mautic 3.0 版本新增支援功能,因此我已熟悉使用者說明文件的結構,並找出說明文件中的缺失部分。我花了一些時間研究其他行銷自動化工具的說明文件,並將這些文件與 Mautic 使用者說明文件進行比較,瞭解如何填補說明文件中的空白。我對 HTML 語言、開放原始碼工具與相關程序的熟悉程度,是創造更多優勢。
我目前正在進行使用者體驗研究課程,可以運用這些原則來製作更符合使用者需求的說明文件。此外,我有豐富的資訊架構經驗,因此能整理內容並提出構想,讓我們的文件與使用者目標保持一致。此外,我很擅長擴展新技術領域的知識。我擁有 10 年的技術文件撰寫經驗,過去曾有 GSOD 經驗,在首次接觸技術領域的機構成功完成專案時,我相信自己將能助我為 Mautic 說明文件所做的努力。
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上次更新時間:2025-07-25 (世界標準時間)。
[null,null,["上次更新時間:2025-07-25 (世界標準時間)。"],[[["\u003cp\u003eThis project focuses on improving the Mautic end-user documentation by addressing issues such as redundancy, incompleteness, and disorganization, particularly in the areas of Campaigns and Emails.\u003c/p\u003e\n"],["\u003cp\u003eThe project aims to enhance the documentation by adding missing information on campaign actions, decisions, and conditions, providing real-world use cases and examples, and improving the overall structure and presentation.\u003c/p\u003e\n"],["\u003cp\u003eIt also involves updating and expanding sections on Emails, including dynamic content, monitoring, and global settings, and completing the information on available dashboard widgets.\u003c/p\u003e\n"],["\u003cp\u003eThe technical writer brings relevant experience in technical writing, user experience research, information architecture, and familiarity with Mautic's documentation structure.\u003c/p\u003e\n"],["\u003cp\u003eThe goal is to make the Mautic documentation more approachable and user-friendly by applying best practices and addressing user feedback.\u003c/p\u003e\n"]]],["The core of the project is to revamp Mautic's end-user documentation. Key actions include: restructuring the documentation for clarity and completeness; creating high-level conceptual overviews of Mautic elements; expanding the contributing and style guides; addressing incomplete and outdated information in Campaigns and Emails; adding documentation for missing features like dynamic email content; improving the presentation of information, including the dashboard topic. Additionally, user cases and sample workflows will be added, alongside reviewing and revising existing documentation.\n"],null,["# Mautic project\n\nThis page contains the details of a technical writing project accepted for\nGoogle Season of Docs.\n\n### Project summary\n\nOpen source organization:\n: Mautic\n\nTechnical writer:\n: Swati Thacker\n\nProject name:\n: Review and update the End-User documentation for Mautic\n\nProject length:\n: Standard length (3 months)\n\n### Project description\n\nMy first impressions when going through the existing documentation:\n\nCurrently, the documentation is long, redundant in a lot of places, incomplete, and disorderly which might make it difficult for users to find the information they're looking for.\n\nAs a first-time user, I couldn't understand how different elements of Mautic such as Campaigns, assets, messages, categories, etc fit in together to solve a business need. I propose having a high-level conceptual topic that describes each Mautic element in 2-3 lines. This topic can in turn link to the various detailed task topics for each of these elements.\n\nThe contributing guide can be expanded to include more information such as, how to open an issue, how to suggest new content/ideas, report bugs/issues/security vulnerabilities, etc by providing links to forums, slack channels, and git repositories. Also, the style guide needs to expand to add standard typographic conventions, guidelines for images, tables, etc.\n\nMoreover, there is quite a bit of incomplete information in Emails, Campaigns, and old/outdated information that needs updating.\n\nThe area I'd like to contribute to:\n\nWhile going through the discussions on Slack channels where users interact directly with the Mautic community, I realized that Campaigns and Emails are crucial elements of Mautic. Using Mautibox for version 3, I tested the documentation on Campaigns and discovered that it needs heavy revamping. Here are some issues I found and my proposal for each:\n\n- A Mautic user can choose from a variety of actions, decisions, and conditions while building a campaign. The documentation is missing for many actions and decisions, while there is almost no documentation for campaign conditions. We need to identify and add the missing information to the end-user doc.\n- Campaigns can be simple or highly complex. The current documentation doesn't add much value to the users who're building campaigns for the first time. I propose identifying some use cases (both simple and complex) and creating sample workflows (either in the form of step-by-step tutorials, or topics within the end-user guide or walk-through videos) that a first-time user can refer to before starting to build their own campaigns.\n- The information needs presentation in a more organized and orderly fashion in this section. Task and concept-based approach must be followed to increase usability. The topics can use tables to present information about actions, decisions, and conditions. The topic 'Using date triggers' feels a bit out of place. It can nest under Conditions.\n\nIn addition to Campaigns, I also tested the documentation for Emails against the UI. Here's what I propose to work on:\n\n- Dynamic Content for Emails is available for custom code email templates (for both Templates emails and Segments emails) but currently, there is no documentation for it. Add details about what dynamic content does, and how to set it up, along with a few examples.\n- Add a separate topic for Monitoring emails. This can include information about using the email widgets available on the dashboard and how they can be used to track email-related metrics and activities. Also, move info about tracking emails here.\n- The documentation doesn't make it clear that contact replies, bounce management, mailer is owner - are global configurations settings that can be configured under Email Settings. All Email settings should come under an umbrella topic. Also, many other email settings such as default frequency rules, unsubscribe settings are not documented at all. Mention which settings are mandatory or optional.\n- From the Bounce management page, remove all information about Webhooks and place it in a separate topic for Webhooks. We can then provide a link to that topic from here.\n\nAdditionally:\n- The Dashboard topic has incomplete information about available widgets. This information is important and needs to be added as it helps users analyze and monitor their Mautic resources.\n\nThe entire documentation needs to be snagged to identify gaps. We need to revamp in terms of making the doc more approachable by our users.\n\nHow do I expect my knowledge/experience to be beneficial to this project?\n\nAfter working on various issues in the Mautic documentation including adding support for the latest Mautic 3.0 release over the past month, I have been able to familiarize myself with the structure of the end-user documentation and also identify the gaps in documentation. I have spent time researching the documentation for other marketing automation tools and comparing that with the Mautic end-user documentation to understand how we can fill those gaps in our documentation.\nMy familiarity with the HTML language, the open-source tools, and processes is an added advantage.\nI am currently pursuing a course in user experience research and can apply the principles to create documentation that's more user-oriented. Also, with my experience in information architecture, I will be able to organize content and propose ideas to align our documentation with user goals.\nMoreover, I have a knack for expanding my knowledge of new technical domains. With 10 years of technical writing experience and my previous GSOD experience of successfully completing a project for an organization in a technical domain that was completely new to me, I am sure I'll be able to do justice towards my contribution to Mautic documentation."]]