2024 Optimizely Content Marketing Platform release notes
December
Deactivate field values
- Added the ability to toggle field values as active or inactive to prevent users from selecting the value. Historical data will remain so you can filter and report on data for that field. See Manage fields for information.
Index library assets
- Added the ability to mark library assets as indexable, so search engines can find and rank public URLs generated in CMP. See Manage assetsManage assets for information.
November
Generate images
- Added the ability to generate images using AI from the Library and the DAM Asset Picker. See Generate AI imagesGenerate AI images for information.
Business calendar
- Added the ability for users to add their paid time-off requests so teams can see when they are unavailable for work. See Configure the Business Calendar for information.
Instagram publishing
- Added the ability to publish and preview posts to Instagram in the omnichannel editor. See Publish to InstagramPublish to Instagram for information.
October
Edit task
- Added the ability to add a task template to any task after creation. When you click on More (...) beside a task, there is an option to Edit. This displays the Edit Task modal that lets you select a task template. See Task templates for information.
Pin content to a task
- Added the ability to pin a piece of content to flag it for review or to add clarity. In the Content tab of a task, click More (...) to see the Pin option. This puts the content at the top or first in the content list. See Manage tasks for information.
Business calendar
- Added the ability as an admin to select a single organizational region and set company-wide schedules for holidays and weekends, providing more transparency around team availability. These holidays and weekends display in the Plan > Calendar view and can be single days or recurring. Weekends display in light grey, and holidays display in red. See Apply organizational settings for information.
Field groups
- Added the ability to create templates of fields for Library assets based on content types or user teams for better governance. This prevents users from guessing and searching for applicable fields. For example, if you upload a video to the Library, you can choose what fields to apply based on your video asset template. See Create field groupsCreate field groups for information.
UI updates to structured content
CMP has made some minor changes to Settings > Templates > Content Model.
- Added pagination and descriptions.
- Updated to show associated images.
- Added the ability to sort by title.
- Added the ability to duplicate API identifiers.
- Added the ability to set models as active or inactive.
See Edit content with omnichannel authoringEdit content with omnichannel authoring for information.
August
UI updates
Optimizely has released quality-of-life improvements to the user interface, making it a more intuitive experience. These changes do not impact performance.
Redesigned the left navigation menu
- Added Collapse and Expand buttons for feature flag instances.
- Adjusted navigation alignment and changed the instance avatar size.
- Updated instance names to display in a single line and be truncated if too long. The logo and instance name also include truncated long names, with the full name shown in a tooltip. Previously instance names were in the dashboard section.
Before:
After (expanded):
Collapsed:
Improved the filter button
- Renamed the filter button label to Filters and updated the design.
- Added a filter panel toggle in all tabs of Plan, Work Requests, and Library.
Before (Plan):
After (Plan):
Before (Library):
After (Library):
Before (Work Requests):
After (Work Requests):
Increased the viewport width of pages and updated the vertical spacing in the Plan view
Before:
After:
Removed the organization color settings option
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After:
Video streaming
You can now set videos to play within the browser when accessed through the public link, rather than auto-downloading to the user's device. Go to your avatar > Asset Management. See Library overviewLibrary overview for information.
Rich-text comments
You now have rich-text options for comments, such as bold, italics, bullet points, and text color. See Edit contentEdit content, Manage campaignsManage campaigns, Manage tasksManage tasks, and EventsEvents for examples and information.
Updates to settings for omnichannel content
Optimizely has updated the omnichannel content editing experience, making it easier to create and manage content types and components:
- Added a toggle for the visibility of active/inactive items
- Improved the display with pagination and search.
- Split content models into two pages to distinguish the settings and the fields.
- Added the ability to create related components directly from the content type.
See Edit content with omnichannel authoringEdit content with omnichannel authoring for information.
July
Bulk edit
In the List view, if you want to apply the same changes to multiple items, you can select them and click Edit. The changes you make apply to the selected items. You can add or edit Fields and change the Owner and the Parent Campaign. See List view planningList view planning for information.
Workflows revamp
Instead of displaying on one long page, the fields for customizing a workflow are arranged thematically and separated by tabs to access sections. Go to your avatar > Workflows. See Manage workflowsManage workflows for information.
Task templates
To create tasks that you repeat regularly, use task templates. You can save the commonly used data in these templates so that you do not have to enter them every time you create a task. You can customize the task normally, after creating it from a template. See Task templatesTask templates for information.
Recycle bin for library assets
You can restore the library assets you delete. Go to your avatar > Recycle Bin. See Library overviewLibrary overview for information.
Omnichannel editor updates
You can do the following in the omnichannel editor:
- Edit components that you import from Library and customize the messaging for different audiences.
- Save the components you create from scratch in the library and reuse them in future tasks.
- Collaborate with multiple teammates on the same omnichannel asset simultaneously.
- Store copies of omnichannel assets in various file formats (for example, a pdf).
See Edit content with omnichannel authoringEdit content with omnichannel authoring for information.
Use fuzzy search to find assets in Library
Fuzzy search looks for text that matches a term closely. Even if you do not know the exact name of the piece of content that you are looking for, you can still find what you want by searching for a variation of the asset name. For example, searching for celebrate also returns results for celebration. See Library overviewLibrary overview.
June
Sort by various fields in the list view
In addition to the fields with which you could sort content in Plan > List, you can now sort by the Status field and your custom fields. You can also sort the content with multiple fields simultaneously by pressing Shift and clicking the fields you want to sort by. See List view planningList view planning for more information.
Saved views are now in Library
Saved views let you search for and find the items you regularly need. Save your frequently used filter combinations and searches in the library by giving it a name. You can share this saved view among your team members, edit it and duplicate it. See Library overviewLibrary overview for more information.
Upgraded AI image generation
DALL-E is the new AI model that generates images in CMP. You can use shorter prompts to get higher-quality image outputs. With each generation, you can pick from four sample images or click Re-generate. See Generate AI imagesGenerate AI images to learn more.
April
Set asset expiry date from a task
You can set the Asset Expiry Date when you upload an asset to a task. When you complete a task or step, it pushes the asset to the library and retains the expiry date that you set in the task. See Expire assetsExpire assets.
View library assets in Category view
You can select Category view to display assets in library. The Category view separates assets into Folders and categories such as Images, Videos, Articles, Documents, and Files. You can select a folder to access the assets inside. See Library overviewLibrary overview.
Integrate your AI
In addition to Optimizely Opal, which is the Optimizely AI assistant powered by Open AI, you can integrate an AI model with Content Marketing Platform (CMP). See Integrate your AIIntegrate your AI.
Edit campaign templates
After you save a campaign as a template, you can make changes to the campaign template and make a copy of it. See Manage campaign templatesManage campaign templates.
Add fields to a workflow step
You can add fieldsadd fields to individual steps in a workflow.
March
Remote fields
You can develop your applications and include them within the omnichannel editor. For example, implement a color picker field or load a list of fields from another platform, such as their CRM. See Remote fields and extensions in Edit content with omnichannel authoring.
Delete users
You can remove a user, but the activities and comments remain on the platform with the label (deleted) next to their name, such as "Jane Smith (deleted)."
Additionally, deleted users are accessible as a filter option in the Plan module's filter panel, making locating activities assigned to or owned by deleted users easy.
Recycle bin
Admins can restore deleted tasks or task content, such as an article, image, raw file, URL, or Microsoft asset, from the recycle bin. See Restore deleted tasks and task content from the recycle bin in Manage tasks.
WordPress integration revamp
The revamped WordPress integration uses APIs for enhanced security and performance and supports standard and custom post types.
UX delights
- Optimizely Opal – You can access Optimizely's AI assistant powered by Open AI through the top navigation menu.
- Field inheritance – You can control if the content uploaded to a task inherits the same fields as the task it is a part of with the Inherit field changes from the task checkbox. See Field inheritance in Content workspace.
- Saved view permissions – You can select Can Edit and Can View permissions when you share saved views with users, teams, or organizations. See Saved filter viewsSaved filter views.
February
Asset fields
Create custom asset fields in the library and tasks in the Digital Asset Manager (DAM) to help search and organize your results. See Organize assets in Library overview.
January
Access artificial intelligence (AI) assistant Optimizely Opal from the main navigation menu
Use Optimizely Opal to answer questions about marketing plans, tasks, campaigns, and more. Your conversations are organized according to your location on the platform when you ask Optimizely Opal your questions. For example, you can reopen a task to access the Optimizely Opal conversation history from when you worked on that task. See Global headerGlobal header.
Auto-complete Work Requests
When you start a task from a work request and then complete it, the corresponding work request gets automatically marked as completed, and the requestor receives a notification. See Work requestsWork requests.
Select assets to push to the library before task completion
Push assets to the library after completing a workflow step. Determine this in workflow settings. See Manage workflowsManage workflows. You can also toggle on Save to Library for a workflow step from within a task. See Content workspaceContent workspace.