Global header

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The global header lets you access the Optimizely Content Marketing Platform (CMP).

Switch instances

If you have access to more than one instance of the CMP, open the Instance Switcher and select the instance you want.

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Search

The global search bar lets you search everything or refine your search by campaigns, events, tasks, library, work requests, and pitch requests. To learn more about the global search bar, see Global search.

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Create a campaign, event, task, work request, or pitch request

Click + to create a campaign, event, task, work request, or pitch request.

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AI assistance

Access Optimizely's AI assistant, Opal, through the main navigation menu. Use Opal to write marketing plans and suggest meta-descriptions, keywords, and so on.

Opal organizes your conversations based on their location within the platform. For instance, CMP keeps conversations in a specific task or campaign together so you can refer to them in context. CMP groups any conversations outside of these areas into a single thread.

An administrator can toggle AI generation on or off for all users of an instance from the avatar > Organization > Opal tab. See Apply organizational settings.

See also Generate AI content, AI writing assistant, and Generate AI images. 

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Take notes

Click Notepad (note icon) to store ideas (a keyword, a phrase, or research from Idea Lab). See Save research with Notepad.

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View notifications

Click Notifications (bell icon) to open your notifications panel. Click the notification to mark it as read, or click Mark All as Read. Click X to hide the panel.

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View assigned tasks

Click Tasks (icon) to show the tasks currently assigned to you. Click an individual task to go to its page. Click X to hide the view.

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The My Tasks view only shows tasks where someone asssigned the current step to you, and the due date is within the last 90 days or in the future.

Get help

Select the Help Resources dropdown.

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  • KnowledgeBase – Display information about CMP.
  • Customer Support – Open a support ticket.
  • Submit Feedback – Feedback from you about CMP, including problems in your daily work that you want CMP to solve. Describe the challenges you encounter and your desired outcome.

Access settings and Admin menu

Click your avatar and select settings and other configuration pages. See Manage your user settings to personalize your settings.

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