Prepare articles for import

  • Updated

You can import your existing articles into the platform so that you have a holistic view of your content production – past, present, and future.

As part of the import, Optimizely Content Marketing Platform (CMP) assigns each article to a Task and a Campaign to fit it into the platform's structure and give you a unified experience in finding your previously created content. Furthermore, you can assign fields to these articles so they are searchable, like the content you create on the platform.

You can generate tracking pixels for content you create outside the platform. Then, you can view data from these articles in Analytics, creating a single source of truth for your content performance.

In this article, you will learn how to prepare the spreadsheet to import your existing articles into the platform. Add articles to the spreadsheet in HTML format and render them into a web view like your other CMP-created content.

Your spreadsheet will initially look something like this:

Prepare-articles-2.png

Prepare-articles-3.png

The following table describes the file headers.

Header

Format

Description

Sample value

Title

Abc123
symbols accepted

Task title

What Is Integrated Marketing?

Description

Abc123
symbols accepted

A short description of a task

Companion anchor piece to this: https://world.optimizely.com/what-is-content-marketing/

Due Date

MM/DD/YYYY

The due date for a task's completion

12/08/2018

Campaign

According to the campaign name in Content Marketing Platform (CMP)
(case insensitive)

The Campaign to which the task belongs

IME generally available rollout

Workflow Name

According to the workflow name in CMP
(case insensitive)

Allocates the workflow to the task this article belongs to

Insights Article Post

Article Title

Abc123
symbols accepted

The title of your article

What Is Integrated Marketing?

Article Body

Abc123
symbols accepted

The HTML body of your article (which can also be raw text, but styling will not carry through).

As a phrase and buzzword, integrated marketing is not new. But it has reached critical importance due to compounding industry challenges, alongside advancements in...

Article Author

Abc123
symbols accepted

The author or the article

Optimizely Content Marketing Platform (CMP)

Featured Image

Public URL

The public URL of the featured image for your article

https://world.optimizely.com/wp-content/themes/optimizely-v2/assets/images/logos/optimizely-logo-primary-rgb.png

Publish Date

MM/DD/YYYY

The date of article publication

21/03/2018

Publication Channel

According to CMP

The supported social channel or a Feed in which you published your article. Accepted values: Twitter, LinkedIn, Instagram, Facebook, YouTube, Pinterest, [Feed Name]

Twitter, Live Feed

Content Format

Abc123
symbols accepted excluding full stop (.) or forward slash (/)
Comma-separated

Standard Field, the values you decide.

Ensure values do not contain commas (which are separators).

Article

Content Pillar

Abc123
symbols accepted excluding full stop (.) or forward slash (/)
Comma-separated

Standard Field, the values you decide.

Ensure values do not contain commas (which are separators).

Integrated Marketing, CMP

Journey Stage

Abc123
symbols accepted excluding full stop (.) or forward slash (/)
Comma-separated

Standard Field, the values you decide.

Ensure values do not contain commas (which are separators).

Top of Funnel

Target Audience

Abc123
symbols accepted excluding full stop (.) or forward slash (/)
Comma-separated

Standard Field, the values you decide.

Ensure values do not contain commas (which are separators).

Content Marketing, CMO

YourField1

Abc123
symbols accepted excluding full stop (.) or forward slash (/)
Comma-separated

Placeholder for field groups you create, such as Destination.

Ensure values do not contain commas (which are separators).

Insights

Task URL

N/A

For CMP internal use, leave empty

N/A

Status

N/A

For CMP internal use, leave empty

N/A

Although the Publish Date and Publication Channel are not mandatory, adding these will also add time to the import.

YourField1 is a placeholder value – your Implementation Consultant will fill this in with your taxonomy. Regarding fields, the values are dynamic to the values you select when creating your taxonomy.

After you complete your spreadsheet, notify your CMP onboarding team so that they can begin the process. Depending on the volume of articles you want to import, this may take up to four weeks to complete.