2023 Optimizely Content Marketing Platform Release Notes

  • Updated


Brand templates

Access templates from the task in the Add Content drop-down list; a more intuitive and easier way to create and customize templates (manage template permission required). See Create brand templates.

Progressive forms for work requests

All multi-page forms are consolidated into one form, creating a more seamless work request experience. Values entered in a field record are repeated in every other instance the same field is used in the form. Changing a value for a field updates instances of the field on the form. When you click a field to change the value, the form jumps to the first use of the field. See Work requests.

Omnichannel authoring & delivery

Create content and use it across landing pages, emails, newsletters, and social posts, and preview and publish across various channels from CMP. The new editor experience features inline commenting, generative AI, ChatGPT, and channel-specific previews. See Edit content with omnichannel authoring.


Omnichannel authoring & delivery

Create content once, then publish anywhere. Omnichannel Authoring lets you create content once for multiple channels with an editing experience similar to Google or Microsoft. The new editing experience also includes inline commenting, the magic of AI, channel-specific previews, and publishing. See Edit content with omnichannel authoring.


Brand templates

Create on-brand assets in minutes. Designers can build templates in the native template builder in the library, locking specific elements so that users can edit only certain components. This ensures consistent branding, lets non-design-savvy users create the content they need, and gives time back to designers to develop new materials. See Create brand templates.


Place tasks on hold

Pause work and pick it back up when time allows. Marketers' priorities are constantly changing. Instead of bumping out the due date or archiving work when a task gets deprioritized, update the task's status to On Hold, then pick the work back up when time allows. See Place task on hold in Manage tasks.


UX delights

Treats that will improve your CMP experience.

  • Bulk tagging assets in Library –  Apply tags to multiple assets at once.


  • Nested folder search in Library – Search for assets within a specific folder.
  • Character count on rich text fields – Set and view character count limits on rich text fields.
  • Helper text for fields – Set helper text for fields in Settings to guide users to provide the appropriate information.


Reports on campaign performance

An administrator can use reports to make informed decisions.

  • Use the template report to understand template usage for process optimization.
  • Use the workflow report to justify the cost of the platform and keep the instance clean.

See Reports on campaign performance.


Archive assets

Mark assets as Archived to remove them from search results in the library. Filter for archived assets in the filter panel to find them and mark them as Unarchived if you need them again.


UX Delights

  • View Created Date column in List view –  See at-a-glance the date of creation for any task, campaign, event or milestone. 
  • Filter Library assets by file format – Choose the file types you want to see—PDFs, text docs, spreadsheets, audio, or creative files — from the filter panel.


  • Filter users by roles in Settings – Easily view and audit CMP users to make sure you’re getting the most out of your allotted user count.
  • View related activities for work requests – You can view the number of related activities associated with each request, and click to view the list of activities. Additionally, only the assets chosen to be saved in the library are sent back to the Approved Assets section of the work request, ensuring that draft versions are not visible to requestors.


  • Add folders to collections – Organize assets by nesting folders into collections.
  • Select All in collections for bulk updating – Download or remove files within a collection without having to select each asset individually.
  • Apply actions to a batch of assets – Save time by applying actions to multiple assets at once. Send assets, add to favorites, collections or campaigns, apply labels, or delete – in bulk.


Video renditions

Automatically generate videos in various formats.

Video is a must-have for today’s content strategies, and each channel has its own requirements for video file types. With Video Renditions (configured in Settings), you can automatically convert video assets into various file types (.mp4, .mov, and more). See Video renditions.


Integrate into Microsoft Teams

Now available in the Microsoft Store.

Integrate Optimizely Content Marketing Platform (CMP) with Microsoft Teams to stay on top of your work with updates, reminders, @ mentions and alerts sent directly to your Teams app. See Integrate CMP into Microsoft Teams.


See also blog post – Teams-ing up: 4 ways Microsoft Teams and Optimizely CMP ensure marketers never miss a beat –  Simon Chapman


LinkrUI lets you import assets from the Digital Asset Management (DAM) library directly into Microsoft Word, PowerPoint, or Excel.  You can save the final product—document, presentation, or spreadsheet—to the DAM, without leaving your Microsoft Office app. See Integrate LinkrUI for Microsoft Office.


UX delights

Little updates that make your CMP experience, well, delightful.


  • Select All in Collections for bulk updating – Download or remove files within a Collection without having to select each asset individually.
  • Filter Library assets by file format – Choose the file types you want to see from the filter panel: PDFs, text docs, spreadsheets, audio, or creative files.
  • Filter users by roles in Settings – Easily view and audit CMP users to make sure you’re getting the most out of your allotted user count.
  • Make Fields Active or Inactive – Have greater governance of fields by making them Active or Inactive.


AI Content Generator

(This intro was powered by the CMP's AI Content Generator, edited by a human.)

As marketers, we know that a lot goes into successfully launching content. It’s more than just ensuring articles get published, but also efficiently managing the content creation and collaboration process. Our latest releases include some great new features to help make your content processes more collaborative and efficient than ever before. Without further ado, let’s jump in!

  • Generate AI content – Harness the time-saving power of AI! Generate short or long-form written content: just provide the topic, word count, tone (formal or informal), and sentiment (neutral, positive, or negative), and AI will do the work for you. Need an image to accompany your text? Provide a prompt and choose from a batch of AI-generated images to find the perfect match.

Digital Asset Management

  • Microsoft 365 Office apps –  Bring assets from Optimizely Digital Asset Management (DAM) into Microsoft Office applications. You can pull in assets from the DAM library without having to leave Word, PowerPoint, or Excel. You can save the final product to the DAM without leaving your  Microsoft Office app. 
  • Adobe Creative Cloud integration – Update assets without leaving Adobe Creative Cloud. Browse, open, and update library assets in your Adobe tools, including Photoshop, InDesign, Illustrator, Premiere Pro, and After Effects. 
  • Add folders to collections – You can nest folders into collections to organize your assets. For example, you could have a brand collection folder can store types of logos, another folder for branded images, and another folder for branded templates, and so on.
  • Bulk actions – Send assets, add to favorites, collections or campaigns, apply labels, or delete in bulk. 

Related Activities for Work Requests

  • Work Requests – You can view the number of Related Activities associated with each request. By clicking the number, a side panel displays the list of related activities for that work request. Additionally, only the assets you select are saved in the library and sent to the Approved Assets section of the Work Request; draft versions are not visible to requestors.


Sending assets to library by default for placeholder tasks

Similar to workflow library default settings, an administrator can set the default action for placeholders to automatically send content to the library. If the administrator disables the action, you can avoid sending irrelevant content to the library.

Collapsible panel

When inside a task, you can collapse the right-hand panel (workflow, comments, attachments, and so on) to make room for more collaboration on brief, content, and so on. The panel is open by default to display important information (such as due dates, sharing, and so on).

Copy event

Select Copy from the options menu (...) to duplicate an event, modify details of the copy, and click Save

You must have permission to access the event they want to copy.

Copy work request

Select Copy from the options menu (...) to duplicate an work request, modify details of the copy, and click Submit

Copied work requests must retain the same template. You can change only the title and template inputs. You must have permission to access the request they want to copy.

Overdue steps filter

Use filter Task Status = Has overdue steps to find tasks that have one or more overdue steps, regardless of if the task itself is overdue.

The Task status filter is separate from Status. This is the same filter where you will find Task Status = Scheduled.

Deactivate and reactivate a workflow

From the Workflow settings, an administrator can deactivate (and reactivate) multi-step workflows. You will not affect current objects that use the deactivated workflow; it makes the workflow unavailable for use on new tasks.

Content tab list view

List view was added to the detail and grid views in the task's content tab, which is helpful for teams with many pieces of content in a single task. Only select filters and columns are available on this view at the moment. Provide feedback if more are needed. Use of this tab works best with the workflow panel collapsed.

Work request alert

When on the work request module, a banner displays at the top of the page when a new request (that you have access to) is submitted, ensuring that you do not miss a submission. You can click the banner to refresh the page and see the new alert.

Boolean search

In global, plan, and library searches, you can use AND, OR, and Direct Match operators to find content.

  • AND operator connects search terms and returns results that include all terms.
  • OR operator returns results that include any terms.
  • Direct Match operator uses quotation marks (" ") to return results that are exact matches for the term in quotes.
Boolean search operators are not yet available in the marketing work request search bar.

Emoji reactions for comments

Emojis are available only on top-level comments. We are investigating replies-to-replies, which would include emojis at lower levels.


Board workflow view

Optimizely added a new way to see tasks from the board view. It uses a specific workflow to provide an aggregate view of tasks and their current step, so you can:

  • See where work is getting blocked or where work may need to be updated
  • See the tasks that are using a specific workflow and the current step it is on
  • See steps within the workflow as individual columns
  • See tasks in their respective step column
  • Move steps forward or backward by dragging and dropping to another step column
  • Complete tasks by dragging card to the Completed column

See Drag and drop to change owners in Board view planning.

Smart focal points for image renditions

Artificial intelligence (AI) automatically detects the important parts of an image to focus on the right section of the image before cropping. This can eliminate time-consuming edits to image renditions (and the occasional – and unfortunate – cropped head).

See Image renditions.

Campaign milestone improvements

Optimizely added refinements to campaign planning so that you can:

  • Drag and drop the diamond to easily update milestone dates and respective corresponding task end dates in the timeline calendar
  • Add milestones on the list and timeline view within the row (just like a spreadsheet)
  • View milestones on a visual calendar


See Manage campaign milestones.

Microsoft Teams integration

You can receive Optimizely Content Marketing Platform (CMP) notifications, deadline reminders, and alerts directly to your Teams app. Coming soon to the Microsoft store, but is currently available for use.

Adobe Creative Cloud + CMP Library

Designers can browse, open, and update Library assets directly from Photoshop, InDesign, Illustrator, Premiere Pro, and After Effects to make creative collaboration more seamless for design teams. (Available at additional cost for users.)

User experience delights

The following refinements were made to the user experience:

  • List view on task Content tab – View a condensed, filterable, or sortable list of content in a task. This is especially useful if you have tasks with many assets.
  • Boolean search – Search bars now support AND, OR and exact match (using quotation marks "") to more accurately find the results you want.
  • Copy event – Running a series of similar events? Create one, then duplicate the event and adjust accordingly.
  • Filter for tasks with overdue steps – Find tasks that have one or more overdue steps, even if the task due date has not lapsed (that is, the task itself is not overdue).
  • Collapsible workflow panel – Make more room for collaboration! Collapse the right-hand panel to give more space to work in the brief, content tab, and so on.
  • Activation/deactivation of multistep workflows – Deactivate workflows that are no longer in use without deleting them. Deactivate workflows that are only used at certain times of the year (such as seasonal kick-offs or events).
  • Alert users of new work requests – To reduce the chance of missing a request, a banner displays at the top of the requests page when a new request comes in. Refresh the page to see the new request at the top of the list view.
  • Default Library settings for placeholder tasks – You can select whether content from placeholder tasks are automatically sent to Library from the workflow settings page (if placeholder tasks are turned on).


UX delights


  • Rearrange content in the Content tab – Drag and drop the order of content in the Content tab so the most important content is shown first.
  • Mark notifications as unread – Remind yourself to return to a notification by marking it as “unread” in the dropdown.
  • Copy Work Requests –Reuse work requests (and make changes if needed).
  • View Marketing Work Request “Completed Date” column – See when requests were actually completed.
  • Add priority to work requests – In Routing Rules, choose a priority level to be automatically applied based on work request inputs. This can be used with or instead of routing to an assignee.
  • Upload InVision URL to Content tab – View the URL’s content and collaborate in the CMP’s comment section.


  • Change title of URL-based content – Easily differentiate between URLs from the same site.
  • Save sorting views – In the Plan view, save a sorted view to easily find in the future.
  • Library options menu (…) updates – Share, move, edit, delete, and more – all from one menu.
  • React to comments with emojis – 👍👎💗

Generate your ideal image with artificial intelligence

Looking for the perfect image? Using AI, you can generate images based on a text prompt, such as Photorealistic person hiking in the mountains at sunrise.