I recently signed up for HEY (from the makers of Basecamp). The benefits of this service for you as an end-user are clear. And with how they’ve implemented this anti-tracking, HEY protects your people too. Your family members, your colleagues, your business partners. Read how.
I received an order confirmation and wanted to forward it to a family member, who isn’t using HEY (yet). HEY flagged that the email had tracking enabled…
If HEY blocks the tracking for you, but you then forward the email… What happens?
Good stuff, that’s what.
HEY on Spy Trackers
First, let’s check out HEY’s overall stance on Spy Trackers. Here’s the relevant section:
I first thought this might work like NoScript, Privacy Badger, or uBlock Origin. Where the tracking is prevented from loading, but is still there. Basically, keeping a lid on it. So I decided to email their customer support.
Yep. There’s an email service provider with real humans providing customer support in 2020.
How it Works
Spoiler alert: I was wrong! When they say strip, they literally mean strip. Here’s what the friendly (and prompt) response from their team explained:
They don’t pass along the trackers, they strip them out. Link tracking gets more complicated because of UTM parameters and probably other things that I’m not aware of. But this is undeniable progress.
Sidebar: How it Used to “Work”
Quick note on how I used to handle this. I would disable image loading on all emails by default. This meant email HTML/CSS styling regularly broke and looked bad. But I did know that the tracking wouldn’t be passed through. It worked “well enough” but not really well at all.
Some unethical senders would try to get around this by sending all-image emails, requiring you to load the images. Then try to Unsubscribe but it’s a hassle, etc. (That’s where The Screener comes in with HEY.)
This falls somewhere between a virtuous cycle and a positive externality. Basically, when you choose an ethical service like HEY it creates a protective bubble that extends to the people around you. In other words, it partially breaks the tracking chain.
I’m not sure the technical term for this. If you know, please tell me!
Conversely, the same applies. Companies taking a different approach allow tracking to proliferate. They harvest and share information. This is especially concerning when you consider the intimacy of your email.
When you choose technology, you don’t just choose it for yourself. You choose it for the people around you, too.
More on HEY
Check out the blog post below that I wrote about testing and sending HEY-friendly emails using MailChimp (one of the leading email marketing platforms).
I’m becoming a dad. Well, technically I’m already a dad. But our first — a baby girl! — is due in September and this means changes for our home. It also presented a once-in-a-lifetime opportunity for me to binge 140+ episodes of an ancient history podcast. More on that later.
When I quit a job to work for myself, my wife and I knew we had having kids on our radar. I wanted to have more free time to work on projects like this, help with childcare, go to sports practices, and generally be around as a dad.
Most things I did in this project, I did for the first time. Which meant doing lots of research, asking handy friends, and giving myself a lot of time. I kept track of every receipt and will share that later in the Budget section. For now, the total project budget came to: $2,934.09 — not including the cost of my time.
Here’s a quick look at the before and after:
Our house is a typical Minimal Traditional post-war build. Many of these houses were built in Denver after World War II as the city grew from ~400,000 residents to over 1 million over the course of 25 years. There are many homes like it, but this one is ours.
There’s this a particularly ugly “man cave” extension built onto the back. I’m not sure when it was built. The worst/best feature is the animal prints. Zoom in to the picture above and see if you can find any pheasant or deer.
My current office is becoming a nursery. Which means that this gem of a space is meant to be my new office. Previously it had been functioning as an exercise space (since moved that to the basement).
Good news (not pictured): There was sufficient insulation and a good foundation under the space. I didn’t find anything majorly problematic in the teardown but did see some mildew, light water damage, and some unsightly gaps that they’d covered up with the paneling and trim.
Decided to do the drywall repair and removing the carpet and under layment in parallel. Also took out the light fixtures. Making great progress. Though tearing things down is always easier than building things up, much work to be done still.
At the time of writing this, I’ve listened to over 140 episodes of this incredible podcast. I’ve learned so much and I can’t recommend it highly enough.
It will take me through finishing the nursery and bathroom re-model that are both also nearly complete.
Preparing to Build Back Up
There were lots of gaps in the previous drywall work that they covered up with the treated wood trim. Gap filling foam did a wonder on those spots, which will help keep out insects and provide additional insulation. After inspecting further, it seems the water damage was from past events and was not severe enough to damage the subfloor. Hit it with a coat of primer.
Installing the Flooring
I’m using this room as an office for my business, but it could be used for any number of things. I decided to go with vinyl because of the ease of maintenance and ability to have the room be a few different things in the future.
After deciding on vinyl, I started with a cork underlayment to help with insulation, cushioning, and noise dampening.
This was a full day of work. I was exhausted at the end.
I will need to do acoustic testing, but I’m planning on recording Hello Blink Show episodes in this space. The room is not dedicated for audio, so I’m not going all-in on that use case (like with black foam). If I need to add additional furniture, curtains, or other things to help with echo later, I will cross that bridge later.
Here’s where I got a little out of hand. I wanted to make sure that the ceiling fan would work with the ceiling pitch. I rediscovered geometry and went to town. I had a licensed electrician install the fixtures and add a hardwired smoke detector (not pictured).
The fans themselves were extremely difficult to install and took more time than expected. The boxes did need to be replaced with weight bearing ones UL-graded to hold the fans up, but that didn’t take long. Installing the smoke detector was also more difficult than expected and required an insane drill bit which the electrician fortunately had in the van.
These are two-in-one fixtures with clean LED light (looks slightly yellow in the photo) and reversible caged fan for different seasons. I’m definitely satisfied with how they’re working so far.
Side Quest: Door Hardware and Signage
The door hardware wasn’t in good shape. The surface on the door knob was worn down, the hinges were a different finish, and there wasn’t any sort of door stop. There were also gaps in the door frame from a previously botched lock install.
None of this was strictly necessary to fix. But if you’re doing something, might as well do it right. I bought and installed new hardware to address all of these issues.
I’m planning on using this as a formal office, so I decided to have fun with it by installing an eye viewer and door knocker (pictured below). I also bought numbers for a half address that I’ll put up later. (The outside needs touching up, too.)
This was a lot harder than I expected. Doors are very sensitive and getting the alignment just right took real effort. We’ll see how it lines up when temperatures change in the winter… I’m expecting to have to revisit this.
Trim, Caulk, Texture
This ended up being as difficult as I expected. Which is to say it was massively time consuming, but I love how it came out. I went with PVC trim because the room is not square, the flexibility there made it much easier to finish it without that being too obvious.
There were a number of varying dimensions I had to keep in mind when installing this, so I ended up sticking with this particular style for the entire room for consistency sake. This allowed me to account for the height of outlets, the basement window, and the door frame without having to do custom cutouts required to install a more typical trim selection. I do think the lower profile trim looks nice too.
All set! (Minus the electrical outlet plates, not shown in this picture that I installed later). You can also see the new storm door, boxed and laying flat there.
I initially set a deadline to have the office, the bathroom re-model, and the nursery all done by August 1. This was done just after July 1 and the nursery will be done within the week. So it feels good to be ahead of schedule without blowing out the budget (more on that next).
Door Hardware & Signage
Here are all the individual items that ended up costing over $100, ranked in Descending order of cost. Consumables include things like painter’s tape, gap filling foam, drywall tape, caulk.
One thing that’s not included in this budget is that I borrowed a nail gun and shop vac from a friend. Those, a drill, and an impact driver are the only power tools I used during this project.
I mentioned above in the Electrical section but worth re-iterating that the major driver of the electrician labor was the fact that the fans themselves were extremely difficult to install. They also had to replace the boxes to bear the weight of the fans. Installing the smoke detector was also a chore, too. Definitely glad I had a professional take care of these things.
I’m not sure what this would have cost to have done professionally. If you know, let me know! But I really enjoyed it and look forward to spending time in this re-modeled space.
Blinds: I need to do more research on which blinds, how much light they allow in, etc. and because of how much time I take researching things… I’m putting this off for now. The nursery and bathroom re-model beckon.
Heat: There is space for electrical floorboard heaters. Haven’t had those installed yet, but we do have room in the breaker if-needed as they will require having a dedicated line installed because of the power draw. I’m planning on seeing how drafty it is in the winter.
Storm Door: I bought a better storm door that will help with insulation. When that’s installed, I’ll repaint the exterior threshold. I’d also like to look into installing a rubber gasket to totally seal the door, though it’s arguably overkill since the storm door and rebuilt threshold get that job done.
Exterior: The outside of the extension needs some touch up work for sure. After that’s done, I’ll mount the “1/2” sign for our address as a fun finishing touch.
Decor: Oh yeah, I need to move in and decorate the thing. Don’t have a lot of time for that now, so will keep it basic. I may revisit this with another post when it’s fully decorated and looks how I want it to look.
Satisfaction of a job well done.
Look at all that natural light!
Grateful for people who I could ask questions along the way, especially in the beginning.
Hard commitments. There’s a degree of inevitability when there is a baby on the way! That made sure I finished the job.
Stores like the Home Depot, Ace Hardware, and Sherwin Williams did a great job over the last few months ensuring customer safety.
There are many great American companies who make high quality tools and construction materials, I was proud to support as many as I could throughout this project.
So. Much. Painters. Tape. Between. Steps.
I hit a bit of a wall before installing the trim or applying the drywall texture because I’d never done either before. That was the emotional “low point” for sure.
Electrical is expensive to get right and even more expensive to get wrong.
Paint isn’t very forgiving. The drywall was pretty beat up. I think the foam and texture did level things up but there are some little places that are visible through the paint.
It was a serious chore to determine the country of origin for products. I wish retailers would make that easier, and even offer a search/filter function for it.
Seriously, that wood paneling with the printed animals.
Painting the trim before applying it was a huge pain and did not seem necessary after all. I applied the second coat after it was installed.
Special thanks to my wife for her patience after I spent so many hours out there. And thanks to our daughter-to-be. Both of them have been working much harder than me lately!
This week, Apple announced a slew of new privacy features for iOS and Safari. There’s a lot of hand-wringing online about how these are good for consumers but bad for business. The Internet is built on surveillance after all, they claim. I disagree and think the opposite is true.
I believe Apple’s privacy-conscious approach is good for small business because it will: focus on what matters, increase trust in technology, and accelerate the web. It’s an equalizer.
If you’re trying to “build an ATM” as many investor-backed companies are, this makes things harder because it makes it harder to calculate all the conversion rates and different user behaviors to scale up exponentially. But if you’re a small business, these things matter less.
Corporations don’t know you. Not in any meaningful sense of the word. But they use surveillance to track customers, remember our birthdays, and collect literally as much information as possible at all times—”just in case.” They may be able to harness this tracking data and afford teams of data scientists to nudge you into buying things you might not need.
Small business owners sign up for free tiers of web analytics, email marketing, and CRM software. Or maybe they have a consultant come in and set things up. Free works because they’re strapped for cash. But they don’t have the time in the day to use all this data. They barely have time to use any of it. And if they don’t solve other more pressing problems (more on that in a second), they’ll never “grow into” these platforms.
Disabling tracking will force small business owners to consider other platforms that collect less data. Instead, data that they can actually use to inform decision-making. Early on, data rarely tells you how to build your business. It’s a combination of customer understanding, intuition, and luck. You need to focus on who your customers are, what they’re buying, and what you’re selling them. Business is not a statistics project.
Less is More (A Case Study)
How do I know small businesses don’t use these tools? Because I run a sales consulting business doing exactly this. I’ve helped customers get setup using these tools (Hubspot, MailChimp, Copper, Google Analytics, etc.) Let’s talk through a case study based on two projects I’m working on right now.
OSHdata is a market research project studying Open Source Hardware. My co-founder Steven Abadie built a clean and simple website using Gatsby and analytics using Fathom (here’s an affiliate link to save $10). The most likely way we’ll monetize this project is through either paid research or consulting projects.
Hello Blink Show is a podcast for technical people who want to start their own business. We opted for Google Analytics as it’s more full-featured and figured the increased data would help should sponsors be interested in supporting the show as it grows. (Downloads are growing with every episode, too!)
Between these projects, client work, and getting something new off the ground (a CRM for small business owners), I don’t have a lot of time. Working alongside early stage companies over the last 10 years, I can tell you that they don’t have time either.
In practice, I’ve checked Fathom once/week to understand what’s working for OSHdata. Meanwhile I’ve checked Google Analytics for Hello Blink show once every two months. Instead, I’ve used the built in reporting that comes with Fireside.
Trust in Technology
Trust is essential for any new business trying to build a relationship with its customers. But you can’t just go directly to your customer. There’s an entire infrastructure to support those connections, from the Internet itself, to devices, and everything along the way.
By orienting towards privacy, Apple customers feel more comfortable sharing and being themselves. They’re a big enough player that they’re going to force changes downstream in the industry. The illusion of privacy is quickly fading and despite privacy advocates making the case, sometimes a blunt instrument like this is needed to make change happen more quickly.
This creates a safe space where customers are going to be more comfortable and confident, that when they do share information with you, that they’re doing it knowingly. This is good for small businesses who can take advantage of the familiarity that comes with knowing your customers.
Accelerate the Web
A more privacy-conscious web is a snappier web. Faster loading sites will accelerate communication and it will be a subtle advantage for the small businesses that run this way. The big companies who rely on all the tracking and heavy code will have slower sites.
With a faster web, build a faster business. Do less. Pick a handful of important metrics that you want to follow, then go out and talk to your customers. Understand what they need, price accordingly, and have a clear value proposition. Doing these things will help you get enough traction, so that you can worry about conversion rates later.
I officially got my invite for HEY, the new email platform by Basecamp. I’ve been following this project closely and am excited to test one specific feature that I’ve been curious about: spy trackers (or tracker reporting).
I’m going to approach this both as a recipient of emails and also with my marketing hat on as a sender of email marketing campaigns.
HEY versus Trackers
One of the most promoted features of HEY is their stance on trackers. (Read in-depth about Spy Trackers in HEY here.) If you’re not familiar with Spy Trackers, the short version is that sales and marketing technology companies conduct surveillance on email recipients. Most of the time this is done through loading invisible pixels in emails.
This kind of reminds me of how the initial versions of Windows Subsystem for Linux loaded the Linux kernel as a Driver. (It may still do this, I haven’t been following closely.) Either way, it’s like driving a truck through a pin hole in terms of getting way more through a technology than initially intended.
As a recipient and someone who chooses HEY, obviously I like this feature. As a sender, there’s obviously going to be concern. And if there is a critical mass of people moving in the direction of tracker blocking, it is going to cause chaos for automated sales and marketing campaigns. But that’s a post for another day.
Let’s take a step into the seat of the professional marketer or small business owner who’s sending email campaigns. (Campaigns are the conventional term, with an interesting etymology.)
There are a few reasons why you might not want to be flagged by HEY as using tracking in your emails, maybe you:
Have privacy conscious consumers
Sell a product that may require discretion
Worry about private surveillance in general
Don’t want to get called out online for tracking
So, how do you test your emails?
Testing with MailChimp
I’m going to do this manually using MailChimp. I have a few different email addresses and a few different MailChimp accounts. It’s a large and successful email marketing provider in the USA so it should be a helpful starting point.
I looked to see if there was an easy way to disable tracking in Settings at the account level in MailChimp but I couldn’t find it. This appears to be controlled on a per-campaign basis which makes this a manual process. It’d be nice if they offered a universal way to toggle off tracking. Or if they already do, please let me know.
Testing Plain-text and No Tracking
For now, let’s start with verifying that the Spy Tracking feature works. If we disable all tracking, what does it look like in HEY? MailChimp let’s you send Plain-text emails, they don’t load any images or any tracking.
The only way to track would be by checking the box to allow MailChimp to append a custom URL onto the end of the email.
Wearing my marketer hat here and for the sake of expediency, I’m going to dispatch these as test emails, which I can send one at a time to single addresses. There are a few interesting things to point out below, some of which you might notice if you’re familiar with MailChimp.
This is the first email from this recipient, so it worked and was caught by The Screener.
FYI when you send test emails in MailChimp that they append [TEST] onto the beginning
In The Screener, HEY cuts out the “Preview” text that you enter in MailChimp’s campaign editor, meaning it goes right to the body text
Out of the box, any MailChimp sender can meet the standards that Basecamp have set for the email experience in 2020. But this email is hard to look at and they block the trackers so you can get all those nice images. Let’s try sending a regular HTML email with tracking.
Testing HTML and Tracking
Let’s try a regular email with all the standard tracking bells and whistles included as standard. When you draft a typical campaign in MailChimp, these are enabled by default.
Next, we draft up a simple email, but I wanted to make sure to include an image. Included photo by Sereja Ris on Unsplash.
Here’s where things get interesting.
Slipping Past the Screener
Let’s get back to HEY, remember The Screener? It doesn’t just screen all individual emails. Here’s what it does do:
The Screener The people below are trying to email you for the first time. You get to decide if you want to hear from them.
The first time—that’s key! So, I sent the new HTML email with tracking and The Screener worked. Using the same email address, it bundled the two emails and I can’t see the second email. I like this approach.
You could make the case that HEY could have some indicator of how many extra emails have been sent. Common with things like drip campaigns. But I think that would just increase the feeling of urgency that the uninvited sender is trying to impose on you as the recipient.
MailChimp offers a way to configure the sender. So I wanted to test, if I change the sender, will that get through/past The Screener?
First I tried changing the email that the campaign is sending from, while maintaining the same sender name. Next, I tried changing the name that the campaign is sending from, while maintaining the same email address.
In both cases, it seems The Screener detected that this was the same sender. Merely re-configuring one “From” field in MailChimp was not fooling HEY.
Lastly, I tried changing both the name and the email address that the campaign is sending from. Changing both fields, we were able to slip past The Screener.
Another thing to note is in the image above is that the Preview text from MailChimp does come through in the HTML email.
The point of this exercise is to just understand how HEY works. Whether you’re a HEY customer, or a marketer.
Is The Screener Asleep?
On the surface, I’m not sure if getting past The Screener as we did is necessarily a problem.
First if they wanted to, HEY might be able to flag this issue by pulling the MailChimp URL for the account (accessible through the links under “Update Your Preferences” and “Unsubscribe from this List”). In those cases, MailChimp uses the account name at the beginning of the URL like this: https://example.us10.list-manage.com/profile?u
HEY could then automatically bundle the emails as from the same sender, or HEY could at least flag the seeming similarity between the two senders. But just because an account is the same, it might be coming from different parts of a company (say one email comes from Marketing and another from Billing). Maybe it’s best to leave that distinction and approval/disapproval to the HEY customer.
There is no algorithm determining what you can or cannot see. The HEY customer will get a chance to filter through these emails and decide what lands in the Imbox. If a marketer fools The Screener once, the recipient can block both emails and both senders.
Practically speaking though, marketers face trade-offs if they are constantly changing their Sender/”From” fields. It creates confusion among the people interested in what they have to say. MailChimp themselves provide the following guidance when filling out that field:
Use something subscribers will instantly recognize, like your company name.
It seems unlikely Marketers will be doing this workaround often. And unscrupulous spammers will get caught in HEY’s Spam filters.
In short, no, I don’t believe The Screener is Asleep.
N.b. How blocking trackers affects deliverability statistics and whether mailing list recipients are considered active or not is a separate conversation for another post.
Landing in the Imbox
Pardon that walkabout, let’s get back to it. Let’s approve and green light the emails, allowing them into our Imbox. Turning to the Imbox, you can see the emails all made it through.
Here’s where my test fell short. Test emails, while you may include tracking when you’re setting them up, apparently don’t have active tracking in when they’re sent. Here are both emails, opened in HEY.
So there’s a little quirk. If you are wanting to test how your email is delivering to end users you’ll want to send it as a proper campaign and ensure that all tracking is indeed delivering tracking.
Short cuts make long delays.
Sending Real Campaigns
In order to send to targeted contacts, I’m going to use the tagging feature in MailChimp to deliver to the specific recipients I want for this experiment, with tracking enabled. We’ve also sorted through how The Screener works, so we don’t have to re-test that either.
Lastly, let’s try doing a full HTML campaign but with tracking disabled. If this works, it means that marketers can send nice looking emails without the tracking. All that’s required? Checking on a per-campaign basis to ensure tracking is not on.
Interesting, MailChimp seems actively concerned about the fact that we’re not using tracking! Check out these warning icons.
Alright let’s send this final email…
Yay! Our email has been received and we aren’t seeing a Spy Tracker warning from HEY. While it took some extra work, it seems like we’re in a good spot. Except for one thing…
It’s funny because when I’m in the Campaign Builder, I didn’t type out that massive link. Here’s what it looks like instead, with a simple and clean URL.
In HEY, I clicked the link to test it out and it did work fine as is to be expected. I landed on the right website. Let’s go back into reporting in MailChimp to see what’s going on here.
MailChimp is inserting their own URL redirect to the plain URL that the marketer uses in Campaign Builder. MailChimp is not sharing reporting on that activity back to the marketer who is sending out campaigns using the platform. But MailChimp is aware of what’s being clicked.
Can These Platforms Coexist?
Without going deeper into examining the source code, it appears that yes these two platforms can coexist… For now. Marketers can send good looking HTML emails, without tracking, and they can avoid the Spy Tracker warning in HEY. MailChimp does not make this easy, however.
These platforms are at odds on a fundamental level over our relationship with technology. If HEY itself as a platform gains traction and other platforms successfully emulate the features that the team at Basecamp has built, it’s only a matter of time before this starts getting really interesting.
There seems to be massive demand for what they’re building with HEY. The team at Basecamp has built popular, intuitive SaaS apps with millions of users. And HEY will be rolling out to businesses in the future.
In the meantime, I’m looking forward to enjoying email again.
When I started my own business there is one thing I didn’t consider deeply: Working with friends. Since then, I’ve had the opportunity to work with friends in every aspect of my business (co-collaborators, suppliers, and clients.) I’ve also had more control over my mental space and schedule, which—I think—has helped me be a better friend outside of any business considerations.
This month I launched two new collaborative projects through my business Kenny Consulting Group, LLC: Hello Blink Show and OSHdata. Working on my own created free space for me to start these projects with people who I’ve enjoyed working with in the past, whose work I respect, and who I always hoped to work with in the future.
These are both modest projects. It’s fun to be able to come up with an idea and say “yes” when the threshold for success is lower. Because we have other income streams, projects, and ways to pay the bills, we can go for it. We also have time and schedule availability for conversations, not being stuck in a full time job schedule with the typical office requirements, meetings, etc.
Hello Blink Show is a practical business growth podcast for technical people who want to start their own business. It’s co-hosted by Shawn Hymel and I, two people who have done this ourselves. Our technical background is in sales and marketing, which is the focus of the show. Sign up for Hello Blink Show updates here.
OSHdata is a market intelligence serve for the Open Source Hardware (OSH) community. Created by Steven Abadie and I, people who have built open hardware companies, we’ll dig into pricing trends, market size, and more. Sign up for OSHdata updates here.
Friends have helped me grow my business in so many ways: graphic design, legal advice, accounting services, videography and photography, and more. If I’m going to pay someone for help anyway, it’s nice to be able to pay someone I already know who has the expertise, who I trust to do the right thing, and who does high quality work. Starting my own business unlocked this whole support network that I wasn’t able to lean on before. Hidden in plain sight.
I’ve had the rewarding experience of working with friends to grow their businesses. I’ve seen them in a new light, understood much better what they are building, what they are good at, and realized that the things I’ve learned helping grow businesses are often applicable to what they are building.
Tangentially, I have more of a peer relationship with my clients. I am more freely able to provide feedback than with employer-employee dynamics. When all of your income comes from one source, it can feel like you are maintaining a fragile and delicate balance. By having options (i.e. multiple income streams), neither party has excessive leverage over the other. It allows for a greater working relationship of co-equals. In time, client relationships can grow into friendships too.
Of course, all work and no play makes for a dull life. Working on my own has encouraged many positive changes in my life, including improved exercise, nutrition, and sleep. It has also made me a better friend. I’m more available to answer messages, stop by and say hi, and be available when visitors are in town. I feel closer to my friends. Friendship is more integrated into my life, rather than something to “fit in” outside of work.
Prioritizing these things is a choice. But it’s nice to have the choice.
N.B. There are risks to working with friends. You want to be careful to not jeopardize the relationships. So far, we have successfully mitigated these risks by setting expectations ahead of time and maintaining a degree of formality with contracts and communications to make sure we’re always on the same page.
Feature image captured by Jordan Whitt and shared through Unsplash.
Earlier this year I started my own business: Kenny Consulting Group. It’s been an incredible experience. One aspect that I did not anticipate was how much it would change me.
When working full time for other people, I always held back sharing much about myself, at least the important parts about myself. For fear of getting in trouble, saying the wrong thing, or just not liking how I’m perceived by others. There were a lot of things I held back on, or failed to attend to during that previous period of my life. It was time for something new.
Things got off to a simple start, with a humble desk:
Since starting the business, I’ve progressively been challenging myself in new ways. I’ve changed my nutrition and exercise, my wardrobe, sleep habits, and most importantly I’ve put a lot of time into changing my mindset. Changing how I think about myself and what I’m capable of.
Most of my discussion about these changes has been internal, or reserved for close friends and family. I’ll post some things on Twitter every once in a while, but Twitter is ephemeral and things get lost in the noise. That’s going to change with this blog post.
I’ve been learning so much every day and my life has improved in ways far beyond what I thought was possible. I want to share what I’m working on, in case it helps other people. I want to use social commitment by talking about things publicly to stay on track. And if nothing else, I’m hoping that writing things out will help me process and move forward.
It’s time for me to start putting myself out there.
There are tons of ways to create PDF documents for things like marketing materials or sales collateral. Anything from browser-based design applications to word processors and full graphic design suites. There are also tons inefficient ways to review those PDFs as they’re being created.
Here’s the problem: Usually everyone doesn’t have access to the same creation tools (think a small business trying to work with a marketing agency). And even if they do have the same tools, most of these tools don’t have review features.
I found a software program the other day and it’s my new favorite tool for reviewing PDFs. It’s free, open source, actively being developed, and is supported across many operating systems (including Linux): It’s called Okular.
This Post Isn’t For You If…
You have so many rounds of back and forth on collateral that it’s clear you don’t have strategic alignment and it’s spilling over into stifling execution. Hate to say it, but the tools aren’t the problem here.
Everyone on your team has the same PDF creation tools and those tools have excellent review features that work for everyone involved.
You don’t have any use for PDFs in any sales or marketing interaction.
Ways I’ve Reviewed PDFs
Have you done any of these?
Emails that are hundreds of words long
Dozens of messages in chat or project management software
Conference calls, walk up interruptions, or meetings for verbal review
Indiscernible red ink markup on a printed document
Scans, faxes, or even photos of red ink markup on a printed document
Physically marking up a printed document has been my go-to in the past. If you are like I was, maybe you are Too Busy™ too and one of these methods works best for you. After trying Okular, it’s my new preference.
Here’s a simple demonstration of the review tools within Okular, using a freely licensed PDF from Creative Commons about their six licenses for sharing work. Screen shots shown running on Pop!_OS Linux in Okular Version 1.3.3.
Special thanks to the KDE community for creating and maintaining this program. Curious to try it yourself? Download Okular.
Why I Like Okular
Okular is free, open source, and multi-platform. It has a few simple tools that do their job well with practically zero learning curve. It contextualizes edits within the work itself rather than separating them away.
Crucially, it supports asynchronous and remote collaboration. It has no live chat, activity tracking, real-time comment bubbles, and there’s nobody “in the document” with me. Just me. With time and space to think.
Another reason I like Okular is going through edits takes some time (versus scribbling in red pen). This is a feature, not a bug. The deliberation that comes with using the tool undermines the almost God complex I’ve previously felt when reviewing and approving collateral.
Just last week I was working with a designer on a product specifications sheet. I retracted several edits I’d initially logged after realizing what the designer was seeing when they first created a draft submitted for my review.
Retracting edits almost never happened when I was on past red ink power trips.
On net, I’ve found Okular makes creating PDF collateral more efficient. This comes in-part at the expense of the reviewer needing to be more deliberate. This trade-off is totally worth it.
I love creating and using PDFs for sales collateral and marketing materials. They work. So I’ve spent a lot of time creating PDFs over the years. What do you think? Do you have any tools you recommend?
I’ve had a long-time personal goal of improving my ability to talk, read, and write in Spanish. This year, I’m doing it. Here are resources you might also find useful too, with a specific focus on tools for desktop Linux users.
Configuring Your Keyboard
If you are like me, your keyboard probably has a U.S. English layout for the keys. This means you’re going to need a software fix to easily type accents and other special characters in Spanish, like ñ.
This is shown below in Pop!_OS 18.04, which applies to Ubuntu 18.04 and possibly other Linux distros with GNOME. Regardless, you should be able to find how to do this on your operating system with an online search.
Go to Settings
Click Region & Language
Click + to Add
Search for Spanish
Select and Add Spanish
See the keyboard selection (top bar)*
See the Keyboard Layout**
* In Pop!_OS (and I think GNOME in general), you can quickly switch between keyboard selections with Super + Space Bar.
** Select the Keyboard Layout menu and hit different keys, they will change color on the screen to indicate when you are activating them. Depending on the physical keyboard layout on your computer, you may need to go back to Step 6 and select a different layout option.
Next you could buy physical stickers for your keyboard. If you are going to be writing a lot and are only used to the U.S. English layout, this is worth considering. There are a lot of options, but Keyshorts looks interesting. (I haven’t brought from them and don’t have an affiliate link.)
There are other online translation services that also have mobile apps. An open source option is Apertium, which also has a desktop application (see below). The most popular (in the U.S.) are probably Google Translate and Bing Translator by Microsoft. Pretty serious caution on using these. They’ll be helpful for getting the gist of phrases, but they can be inaccurate.
There are many active Spanish translation groups and efforts in the Linux community. These resources, especially the ones with glossaries, are helpful for seeing how certain phrases are translated/interpreted:
The last time I considered this site’s design it was just a placeholder for basic information about me on the Internet. Since then I’ve started working on a few projects and I’m planning on blogging, so it’s time for a refresh.
Here’s what’s new:
Theme: Chose the Libre 2 Theme by Automattic (the company behind WordPress).
Dark Color Scheme: Light-on-dark is easier on the eyes, consumes less battery, plus I just like it more.
Spanish: Started translating parts of into Spanish and will be doing more of that as I work on improving my Spanish.
Consolidated Navigation: Simplified navigation and moved from tabbed, left-column sidebar to simple top-bar.
Updated Footer: Added blog subscription and copyright/license information to the footer so they’re viewable across the site.
If you have any thoughts on the new design — in particular if there are ways to improve accessibility — I’d appreciate your feedback.