Manage the content workflow

You can use the Optimizely Configured Commerce content management workflow to create, manage, and stage content for the website across your team.

Content User Roles

The content management workflow affects the following user roles:

• CMS_ContentEditor – The Content Editor may add and edit page content but cannot approve/publish content
• CMS_Publisher – The Content Approver may approve and publish content but cannot add or edit content

You can choose to assign users both the Editor and the Publisher role. This allows the user to add, edit, and publish any changes made to content on the website without requiring additional approval. With this method, you would not need the content management workflow.

Workflow process

This workflow allows a Content Editor to create and edit content throughout the website, then submit changes for approval. The Publisher approves or rejects the changes and publishes. If the Publisher rejects the changes, the Content Editor can make further edits.

Edit content

Use the Admin Console to modify product content, like product descriptions.

1. Log in to the Admin Console.
2. Go to Catalog > Products > edit a Product by clicking Edit.
3. Select the Content finger tab.
4. Click Create Revision.
5. Enter text or other content in the Rich Content dialog, then click Save.

   

6. Click Preview Revision to preview the changes if needed. The revision is submitted for approval automatically.

You can also use the content management system (CMS) to modify appearance and content.

1. Log in to the Admin Console.
2. Click View Website, turn the Content Editor to On, and click the appropriate website. 
3. Click Edit.
4. Select a page.
5. Click + to add a content widget to the page.
6. Select a widget, and populate accordingly.
7. Click Publish.
8. Click Submit for Approval.

   

Modified and unpublished widgets have an orange outline.

Approve content

You can review and accept content changes in the Admin Console or in the CMS, depending on the type of content being modified.

Follow these steps for the Admin Console:

1. Go to Admin Console > Library > Content.
2. Ensure the Only Show Content Waiting to be Published toggle reads Yes.
3. Click the Edit icon next to a product.
4. Click Preview Revision to preview changes, Delete Revision to remove changes, or Publish to push changes to the live site.
5. Choose to schedule publishing for a later date, or publish immediately. Click Publish.

You can use these steps in the CMS:

1. Log in to the Admin Console.
2. Click View Website, turn the Content Editor to On, and click the appropriate website.
3. Click Edit.
4. Click the Filter box, and select Page Status > Page Status: Waiting for Approval.
5. Select the page in the Content Tree.
6. Review the changes, then click Publish.
7. Choose to schedule publishing for a later date, or publish immediately. Click Publish.