Proofread website and content URLs
Optimizely Content Marketing Platform (CMP) lets you work with URLs in tasks to support use cases:
- You have a file on your Google Drive that you want to add to tasks so users with access can preview it from the task.
- You have a Google document, spreadsheet, or presentation to associate with the task for users to preview and edit from a task.
- You have a website that requires changes, so you want to annotate a version of the website to instruct your web team about what needs to change.
Note
A site that is gated or behind a firewall is not supported.
Supported files
- Files (that you have permissions to) stored in Google Drive
- Google Suite files (that you have permission to) such as docs, slides, and sheets
- Figma and Figjam files
- Milanote files
Unsupported files
Files in external systems without permission-based or public link access are not supported, which includes Dropbox files, Jira boards, and any gated file types not declared in the supported file types list above.
An unsupported file type is considered a URL for proofing, and if the URL is a correct www link, it tries to browse and annotate the page.
Add content to your tasks with a URL
Add files, such as Google Docs, to a task by supplying its URL when adding content.
- Go to a task and select Content > Add Content > Add URL.
- (Optional) Give the URL a title.
- Enter the full URL.
- After you add a file to the task, you can preview it in the window and launch the file in a tab by clicking on the option.
Certain websites, such as Google Docs and Figma, may require you to log in to add the URL or preview the content. Follow the prompts to log in to your account. The Google Docs prompt may be displayed in a separate window.
The Figma URL opens as an embedded iFrame. Log in to view the content or click Done. Other users will have to log in to these platforms to see the content as well.
Proof a website
Note
You must add the following IPs to the allowlist for this feature to work:
- 54.165.194.40
- 18.215.7.9
- 35.230.113.209
- 34.30.218.176
You can proof publicly accessible websites and pages in Mobile, Tablet, and Desktop modes and make annotations to areas of pages to provide instruction or feedback.
Proofing can include websites and microsites, email view in browser links, and any other publicly accessible web page.
Select your URL and click Proofing (icon).
The website proofing page displays.
- Click the title in the proofing bar to open the URL in a browser tab.
- Select viewing the site in Desktop, Tablet, or Mobile views.
- Toggle between Browse and Comment views.
- Browse – Interact with the site as if you were visiting the page. You can click links and use back, forward, and refresh page behaviors.
- Comment – Add an annotation to a page. Click on the area of the page and enter a comment (@mentioning and file uploads are permitted). Comments are displayed in the right hand panel, with the viewport detail of which view (Desktop, Tablet, or Mobile) was in use when the comment was made. Clicking comment in the panel takes you to the viewport and page the comment was made in and highlight the annotation mark on the page.