Optimizely Content Marketing Platform Features
Interface and Performance (6)
-
Import/Export
Import and export large media files or folders into or from the database quickly and efficiently.
-
Organizational Interface
Navigating media collections is logical and elegant with visual file hierarchies and customizable thumbnail/filename display.
-
Search
Able to search and filter assets by keywords and metadata.
-
File Preview
Able to easily preview large image files and video storyboards.
-
Analytics
Provides insights into the performance of digital content across its entire lifecycle.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Asset Management (6)
-
File Types
Software supports a wide range of file types.
-
Metadata
Automatically adds descriptive metadata like file size and upload date, can extract XMP, IPTC and EXIF metadata, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
-
File Transformation
Automatically or manually convert files into different sizes or file types within the DAM system.
-
Versioning
Keep track of incrementally changing versions of the same asset.
-
Expiration
Automatically archive, delete, or revoke access to assets that have reached the end of their life cycle.
-
Brand Guidelines
Houses an organization's brand guidelines in a centralized location within the digital asset management platform
Media Types (3)
-
Video
The software is optimized to load, preview, search and edit video media files.
-
Audio
The software is optimized to load, preview, search and edit audio media files.
-
Images
The software is optimized to load, preview, search and edit image media files.
Administration (16)
-
Workflow Management
Create rules that automate processes, such as converting into certain file types or routing projects to certain users for review and approval.
-
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
-
Brand Portal
Publish media or media collections to your website or share externally via temporary hyperlink.
-
Integration with Creative Software
Allow creatives to access, edit and upload assets in the DAM system directly from design or photo/audio/video editing software.
-
Integration with Marketing Software
Integrate digital assets automatically into marketing workflows and marketing technologies like web content management and e-commerce software.
CMS Integration
Integration with content management software
Document Management
Store, manage, and track all electronic documents in a centralized location
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Metadata Management
Collect and maintain structured information that describes data or content
Video Management
Store and manage online video content
File Management
Create, save, and store files
Configurable Workflow
Configure existing workflows to meet your organization's needs
-
Permissions
Define and manage roles and access rights for the entire system.
-
Procedures
Maintain procedures for data access and governance.
-
Remote Work
Allow users to use the system online and on mobile devices.
Tools (2)
-
Audience Insights
Helps users understand audience demographics and evaluate visitor behavior
-
Social Sharing
Adds intelligent social share buttons to your campaigns and content. Tracks who is sharing your content and driving conversions.
Metrics (6)
Entry and Exit Pages
Accurately determine your websites most common entry and exit points, while displaying data elegantly.
-
Sessions
Accurately measure total web traffic and display data logically.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
Return
Track user return rates and related metrics.
Conversions
Track what proportion of users convert to customers via specific actions.
-
Search Rank
Gives users accurate reflection of how their search ratings compare with competitors.
Platform Basics (7)
-
Drag & Drop Scheduling
Ability to drag and drop projects and tasks within a marketing calendar.
-
Project and Task Lists Organization
Ability to organize recurring projects and tasks into standardized workflows.
-
Project Templates
Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.
-
Budgeting and Cost Estimation
Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.
-
Team Member Roles
Ability to assign team members specific roles on specific projects.
-
Automated Alerts and Notficiations
Ability to send automated alerts and notifications when projects have been updated and/or compelted.
To-Do List
A digital list of items that need to be completed
Content Planning (4)
-
Content Organization
Ability to organize content and manage approvals during the content creation process.
-
Task Assignment
Ability to assign content tasks to writers, designers, and editors.
-
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Task Scheduling
Track and manage the scheduling of tasks
Other Features (2)
-
Integrations
Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.
-
Reporting
Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.
Automation (3)
-
Workflows
Provide standard workflows that can be used accross the company.
-
Customization
Allow administrators to configure workflows and processes.
-
Data repository
Deliver a single data repository for all project information.
Project management (7)
-
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
-
Dependencies
Define dependencies between tasks and the rules to manage them.
-
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
-
Views
Create customized project views for internal and external purposes (eg: for customers).
-
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
-
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
-
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
-
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
-
Workspace
Define customizable workspace for teams, departments, and external users.
-
Configuration
Provide drag and drop options to configure workspaces.
-
Insights
Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
-
Communication Channels
Support multiple channels for internal and external communications.
-
Document Management
Allow users to share and collaborate on documents and files.
-
Collaboration
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
-
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
-
Time & Expense
Track time and expenses associated with projects or tasks.
-
Profitability
Monitor project proftability by team or department.
Integration (3)
-
Front Office
Integrate with CRM, marketing, or customer service software.
-
Back Office
Provide integration with accounting software and ERP systems.
-
External data
Connect to external data sources such as databases or BI software.
Communication (3)
-
Discussions
Ability to involve multiple users in public or private discussions
-
External
Allow external users to use chat and discussions
-
Announcements
Manage news and announcements by company or department
Content & Documents (4)
-
File Sharing
Documents can be shared between users and teams
-
Notes
User can share notes with colleagues or external users
-
Search
Help users find documents and other types of content
-
Versioning
Keep track of document versions and related changes
Controls (5)
-
Custom Views
Create personalized project views for collaboration
-
Followers
Allow users to follow tasks which are not assigned to them
-
User Management
Define and manage users access to documents and collaboration features
-
Calendars
Manage private and shared calendars and associated events
-
Public Sharing
Make project views available for the public.
Project Management (4)
-
Task Management
Include features to create, assign, and manage tasks.
-
Planning
Deliver project plans that can be customized by users.
-
Visibility
Provide visibility into collaborative processes accross the company
-
Integration
Provide integration with task management and project management software.
Remote Collaboration (3)
-
Alignment
Align remote employees with their colleagues and external users
-
Accountability
Define and track responsabilities for remote users
-
Connectivity
Allow users to connect to tools that they use remotely
Planning (2)
-
Collaborative Editorial Calendars / Scheduling Content
Create editorial calendars that can be accessed by multiple users. Schedule content in advance to post at a later date.
-
Scheduling Integration
Create content plans or calendars for multiple users and schedule content in advance.
Marketing Campaign Performance (8)
-
Performance and ROI Tracking
Ability to track marketing campaign performance and return on investment (ROI).
-
Activity Tracking
Ability to compare marketing plans to historical activity.
Project Tracking
Monitor the progress of projects from start to finish
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Status Tracking
Track the status over time for a request, process, asset, or transaction
Project Time Tracking
Measure time to completion or hours worked for projects
Task Progress Tracking
Track the status and progress of tasks
Publishing (1)
-
Execute Content Publication
Ability to publish content either from the source it was created or through a third party.
Social Media (1)
-
Social Media Integration
Create and publication of content for social media platforms.
Generative AI (8)
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
-
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Digital Asset Management (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Content Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Content Creation (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Calendar (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Task Planning
Project Planning
Organize and schedule projects
Media Planning
Identify advertising and promotional sources to be used in marketing efforts
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Marketing Resource Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Planning
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Content Distribution (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (108)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
File Conversion
Convert files to a different format
Mobile App
Access the system via a mobile application
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Asset Sharing
Share access to files and assets with individuals
Automatic Transcription
Use AI to convert voice into text automatically
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Asset Library
Collection of all assets in the system
Video Support
Supports various video file formats
File Transfer
Move files across different systems or networks
Asset Categorization
Organize assets into folders and subfolders or tag assets based on a custom file hierarchy
Image Recognition
Ability of software to identify an image among other data
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Branding
Add customized logos and colors to align with company branding
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
Commenting/Notes
Leave comments and notes on documents for others to view
Natural Language Processing
Process and analyze human language in text or audio form
Document Storage
Store and organize documents in a centralized system
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Version Control
Track revisions and updates made to files and navigate between different versions
Image Library
Store and manage images
File Management
Create, save, and store files
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Updates
Receive system updates as soon as any changes are made
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Project Workflow
Create, manage, or update project workflows.
Prioritization
Arrange tasks based on the level of priority or urgency
Configurable Workflow
Configure existing workflows to meet your organization's needs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Management
Manage, store and organize emails within the system or via third-party apps
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Workflow Management
Create, design and manage workflows for repetitive tasks
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Customizable Reports
Alter the layout and content of reports
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Predictive Analytics
Predict future data based on historical data sets
Marketing Calendar
See past and upcoming campaigns and communications in a calendar view
Planning Tools
Spend Management
Track the amount of money spent on a certain product or with a certain supplier
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Calendar Management
Track and manage schedules and meetings via an integrated calendar
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Commenting/Notes
Leave comments and notes on documents for others to view
Presentation Tools
Share and present designs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Projections
Estimate or forecast of a future scenario based on the study of present trends
Budgeting/Forecasting
Create budgets based on historical data and future projections
Task Management
Create, manage and track all task activities and progression
Assignment Management
Assign issues and tasks based on availability or required skills
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
API
Application programming interface that allows for integration with other systems/databases
Metadata Management
Collect and maintain structured information that describes data or content
Real-Time Reporting
Active reporting of data and metrics
Commenting/Notes
Leave comments and notes on documents for others to view
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
Budgeting/Forecasting
Create budgets based on historical data and future projections
File Management
Create, save, and store files
Marketing Calendar
See past and upcoming campaigns and communications in a calendar view
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Status Tracking
Track the status over time for a request, process, asset, or transaction
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Customizable Reports
Alter the layout and content of reports
Version Control
Track revisions and updates made to files and navigate between different versions
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Document Storage
Store and organize documents in a centralized system
Task Scheduling
Track and manage the scheduling of tasks
Workflow Management
Create, design and manage workflows for repetitive tasks
Social Promotion
Market event via social media tools
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Campaign Analytics
Track and interpret campaign performance metrics
Dashboard Creation
Creation and customization of dashboards
Task Management
Create, manage and track all task activities and progression
Project Templates
Pre-designed project plans that can be customized
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Single Sign On
Allow users to access multiple services after entering their login credentials once
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Digital Asset Management
Manage digital assets
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Document Management
Store, manage, and track all electronic documents in a centralized location
Configurable Workflow
Configure existing workflows to meet your organization's needs
Expense Management
Plan, pay and track business related expenses.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Branding
Add customized logos and colors to align with company branding
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Digital rights management plays a crucial role in fighting piracy and protecting copyrighted digital media. Learn more about digital rights management, digital rights management software, and how G2 can help you make the best decision for your business.
Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.


