CMP overview

  • Updated

Optimizely Content Marketing Platform (CMP) brings teams together to share plans, collaborate on assets, and execute campaigns. CMP lets you see the work your marketing organization is doing, including the entire content workflow—from brief to finalized content.

Opti ID is available for CMP. Opti ID provides single sign-on (SSO) access to CMP. See the Opti ID user guide for information about installing and adding CMP.

CMP user interface

Home

When you log in, the Home page shows your current CMP instance (Optimizely Marketing). If another instance is available, use the drop-down list to select it. The Home page also shows your work, your team's work, items that you are watching, and your most recently viewed items.

You can expand and collapse the left panel to access the CMP modules.

Collapse modules.png

Plan

The Plan module has the following views:

  • List – Displays a detailed list of parent campaigns, sub-campaigns, tasks, and events. Select the Columns that you want to see to customize your view. See List view planning.

    List view.png

  • Calendar – Shows your team's work according to the planned and scheduled dates. You can select the details you want displayed on the calendar cards and a date range. See Visual calendar.

    Calendar view.png

  • Timeline – Lets you plan long-term activity with a Gantt chart to maintain a single, comprehensive view of your team's work. See Timeline calendar.

    Timeline view.png

  • Board – Displays your team's work with an Agile-inspired experience. You can group activities by Campaign, Due Dates, Owner, Status, Workflow Steps, and more. See Board view planning.

    Board view.png

  • Saved views – After you customize your view, you can save the view for yourself by naming it. You can access your saved view by searching for and selecting it from Saved Views. You can also access saved views shared by others.

    Saved views.png

Library

Upload and store your assets in the Library to reuse them in tasks and campaigns. After you complete a task or a task step, you can save a copy of your content in the library, and you or your other team members can later reuse it in other work. Use the search bar to find applicable assets for a topic. See Library overview for information.

Library view.png

Marketplace

The Marketplace provides access to articles or images. Use licensed content to improve the time spent publishing and finding relevant content for your audience.

Marketplace view.png

Idea Lab

The Idea Lab lets you create and discover content for your audience. Idea Lab uses SEO and social share data to give you recommendations and insights, rank in search results, and relevant questions people ask to help you build your content strategy.

Idea Lab.png

Analytics

The Analytics view lets you measure your content's performance, including how it contributes to business objectives.

Analytics.png

Requests

A work request for CMP streamlines the management of ad hoc marketing requests from other departments within the organization (such as Sales, Product, Customer Success, HR, and so on).

Work requests.png

Pitch requests consolidate pitch-related tasks into a single location. You can view the status of requests and pitches and collaborate with internal and external writers to request, collect, refine, and assign content ideas for production. As a result, you run a more efficient pitch process that generates exceptional content.

Pitch requests.png

Data flow

CMP shares metadata among campaigns, tasks, work requests, and assets. There is a hierarchy of how data flows among objects. See Fields and inheritance.

  • From work requests, you can create campaigns, tasks, and events.
    • Campaigns contain tasks and events.
      • Campaigns and tasks can contain assets.

Tasks

You can create tasks in CMP to accomplish your team's work. You can create a standalone task or a task from a campaign, List and Calendar views, Marketplace, Library, or Work Requests. 

Workflows

Use workflows to accomplish a task in an organized way. See Manage workflows for information about creating and adding workflows to tasks. 

Campaigns

Campaigns let you plan your work in CMP. Like tasks, campaigns have Brief, Fields, Content, and History tabs. In addition, campaigns have the following tabs:

  • Activities – Add tasks, events, milestones, and sub-campaigns here and view the list of work under this campaign.
  • Analytics – Lets you view the effectiveness of the work done in a campaign.

Content and assets

In the Content tab of a task, you can add content from different sources such as the Library, Marketplace, your device, or a non-gated website. You can also generate assets based on a description you input. See Content workspace for informationn.

As you build content, you can publish the content directly from CMP.