Global header

  • Updated

The global header lets you go to 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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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 pane. 

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View assigned tasks

Click Tasks (icon) to show the tasks that are 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 the current step is assigned 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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