Edit content

  • Updated

The Optimizely Content Marketing Platform (CMP) editor increases readability and maximizes productivity—letting your team collaborate on short- and long-form content. The editor toolbar has many familiar text editing features. Hover over any item in the toolbar to see the function of the feature.

The CMP editor provides the following capabilities:

  • Concurrent editing – One or more contributors can edit the same document simultaneously.
  • Embed images, videos, and social posts.
  • Versioned content – You can restore previous versions of content.
  • Reviews with track changes – You can see a reviewer's changes and suggestions to the content and accept or reject each change.
  • Writing aids – AI-generated content and boosting search engine optimization (SEO). AI refinement suggestions.
  • Keyboard shortcuts for common tasks.
An administrator can toggle generative AI availability on or off for all users of an instance from the avatar > Organization > Opal & AI tab. See Apply organizational settings.

Create content

  1. Click + and select Task.
     
    Create New Task window displays. Enter text in the respective fields for the content you want to create.
    Create-new-task.png
  2. Go to the Content tab, click Add Content, and select Article > Text Editor.

    The text editor displays. Use the toolbar options on the top of the text editor to edit your article. You can also change the text size and color.

    text-editor.png

  3. Enter a Title and start writing. You can add featured images, sources, languages, and more.
  4. Select More (...) > Article Info to leave comments and metadata.

    Article-info.png

  5. Click Done to save your content. The last edit time displays at the bottom of the editor.

Collaborate on content (concurrent editing)

You can collaborate on a single piece of content in real time. Your avatars display at the top of the page, and the text shows who is entering content.

If you toggle Track changes on or off, it remains that way for all users simultaneously.

concurrent-writing.png

Embed images

You can embed images in the text editor. You can add stock images or upload them directly from this task, your library, or your computer. See Edit images and Image renditions.

You should allow all subdomains of cmp.optimizely.com, welcomesoftware.com, newscred.com, and s3.amazonaws.com to avoid issues when uploading files.

image-upload-in-text-editor.png

Embed videos

  • To embed videos from YouTube, copy the URL and paste it into the text editor.
  • To embed non-YouTube-hosted videos, use the text editor's source code editor.
  • By uploading videos to the Content Marketing Platform (CMP) library, you can embed videos into articles using simple HTML5 markup.

See also Video renditions.

You should allow all subdomains of cmp.optimizely.com, welcomesoftware.com, newscred.com, and s3.amazonaws.com to avoid issues when uploading files.

Embed videos using HTML markup

  1. Select More (...) > Insert code snippet in the text editor.
  2. Copy and paste the HTML markup that displays in the Source Code window.

    Example of HTML markup needed to embed a video:

    <video preload="none" width="100%" controls>
  <source src="insert Download Link" type="video/mp4">
  Your browser doesn't support the HTML5 video tag.
</video>
    For the best experience, include the preload="none" attribute to prevent unnecessary video buffering.
  3. Click Save. The embedded video displays in the text editor.

Embed social posts

You can embed social posts from Facebook, Instagram, Twitter, Pinterest, and YouTube by simply copying and pasting the URL of the social post into the text editor. Contact support@optimizely.com if you need to add another platform.

Embed documents

You can embed web documents such as Google Sheets or InDesign within the text editor and work on them directly within the editor.

  1. Click Embed iframe. The Insert/Edit Iframe window displays.
  2. Copy the link of the web document you want to embed and paste it into the Source field.
  3. Adjust the display Width and Height.
  4. Click Save. The embedded document displays in the text editor. 

If you want other users to edit or view the document you embedded, they must have access to the URL that you input in the Source field. Any shared web URL that uses the browser's SSO capabilities is available within an embedded Iframe, but users who do not have access to that URL receive an error.

Versioned content

When you create content, CMP automatically saves a unique article version when you click Done. Select More (...) > Save as new draft to create a version.

Save-as-new-draft.png

Click View Draft Versions to view the draft versions.

The left panel displays a timeline of the versions with timestamps for each created version. Click a version to see that version of the article. Click Show Changes to see the changes. Click Restore to revert to a previous version. 

View-versions.png

Comment inline

The inline commenting feature lets you collaborate on written content. You can review content, suggest changes, and have conversations in context. The inline commenting feature has rich-text options, such as bold, italics, underline, strikethrough, bullet points, numbered lists, text color, highlight, hyperlinks, and emojis.

Comments.png

Users can highlight the word or section they want to provide instruction or feedback and click Add Comment. You can mention (@) any users in CMP so that they know the comments pertain directly to them. They receive a notification and can take immediate action.

HighlightText_Comment.png

You can respond to, edit, or delete the comment when you create a comment.

RespondtoComment.png

You can resolve a comment that is no longer active. If you want to view it again, select the Show Resolved checkbox and click Re-open to make the comment active again.

ResolveComment.png

Writing aid

Writing Aid, CMP is a built-in writing assistant that helps you to do the following:

  • Create Smart Content
  • Boost SEO for the article

Create smart content

With the smart content feature, you can enter what you want to write about and use the AI to generate the content. 
  1. Choose the Content Type you want to generate. 
  2. Enter the topic you want to write about. 
  3. Select the article's Sentiment, Tone, and Word Limit (up to 75).

    smart-content.png

  4. Click Next to generate the suggestions for content.

    smart-content-results.png

  5. Select the content suggestion that suits you best and click Insert.  

Boost SEO for content

Writing Aid is a tool that can boost article SEO. The Boost SEO feature lets marketing teams quantify content quality and ensure that you optimize all digital copy—whether for articles, landing pages, newsletters, or others—for relevance, readability, and search ranking.

Writing Aid supports the following languages: English (en), Dutch (nl), French (fr), German (de), Italian (it), Portuguese (pt), Russian (ru), Spanish (es), Catalan (ca), Polish (pl), Swedish (sv), and Hungarian (hu).

The overall score in the following example shows that more work can be done on the article.

Boost-SEO.png

See Using Content Optimizer.

Track changes

As a collaborator, you can review the article for the writer and change the text by toggling Track changes on. CMP records changes to the text. You can maintain edit markups for as many steps in your workflow as you need.

To accept or reject the changes, go to the text editor. You can accept or reject all changes in bulk or hover over the text and accept or reject individually. When all changes are resolved, you can publish the article.

track-changes.png

You cannot publish until you resolve all edits.

Preview article

Select More (...) > Site Preview.

Site-preview.png

You get a preview link to share or paste it into another tab to check the preview.

preview-link.png

Use shortcuts

You can use the following keyboard shortcuts to assist you in your daily tasks.

short-cuts.png