Getting Started
Onboarding into Opal
Opal Training
Opal Overview
StoryFirst Framework
Opal Calendar
Download Opal on Mobile
Navigation
Personal Panel
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Opal Glossary
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Edit Your Settings
Help & Support
Opal Features & Functionality
Opal API
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Save time with Opal AI
Inside Look: How Opal Marketing uses Boards
Content Planning
Campaign Planning
Organize Briefs
Project Management
Executive Communications
Communications
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Managing your Email content
Parking Lot for Content
Desktop App
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Filter, Search, and Sort
Collaboration
Notes
Manage Privacy & Permissions
Track Campaign Budgets
Flighting
Invite Users
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Instant Log-In
Opal Insights
Work with Campaigns
Define Campaign Details
Moment Overview
Create & Manage a Moment
Customize Moments in Week View
Moment View Layouts
Moment Options
Move a Moment
Workflow on Moments
Manage Campaign Content
Content Overview
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Create & Manage Content
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Email Preview
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Embed Content
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Manage Assets
Assets Overview
View the Asset Library & Assets
Upload Assets
Edit Asset Settings
Export Asset Metadata to CSV
Use Tasks & Approvals
Workflow Overview
Use Workflows
Configure Tasks and Approvals
Manage Assignments
Approve and Decline Content
Share the Work
Presentations Overview
Create a Presentation
View a Presentation
Edit a Presentation and Slides
Share a Presentation
Canvas & Title Slides
Integrations
Chrome Browser Extension
Dash Hudson
Facebook Ads Manager
Firstup
Jira
Khoros
Khoros Admin Guide
Slack
Sprinklr
Sprinklr Admin Guide
Workfront
Wrike
Frame.io
Asana
Sprout Social
Formstack
On-Demand Webinars
Opal Essentials
Opal Admin Training
Quarterly Product Showcase: Project Management
Quarterly Product Showcase: Boards & Browser Extension
Opal Essentials - Limited User
Opal Quarterly Showcase w/Lauren Scott of Zillow
Opal Quarterly Showcase w/Angelic Crippen of Intermix
Opal Quarterly Showcase w/Kelsey Dahlager of Target
Opal Quarterly Showcase w/Leah Randall of Minted
Admin
Naming Conventions
Set Up Your Opal for Success
Manage General Options
Manage Label Sets & Labels
Manage Channels & Accounts
Manage Workspace Workflow
User Directory
Manage Users
Role Capabilities
Viewer User
Limited User
Single Sign-On (SSO)
Customer Success
See What's New!
Changelog
Discover Boards, Your New Home in Opal
Browser Extension
Simplified & Streamlined Navigation
Nested Label Sets
Stamps
Opal Text Editor
Moment Flighting
Annotations
Your Marketing Calendar, Now on Mobile
Orchestrate & Visualize Your Website in Opal
Email Collaboration Made Easy
Do More In Your Favorite Views
Polished for a Purpose
Workflow In Opal
Workflow Improvements
Content Start and End Dates
Export to PDF
Content Change Tracking
Export Your Opal Data to CSV
Do More with Assets
Enhancing Collaboration with Access
Content Data Export
Added Accountability for Approvers
Facebook Canvas Ads
Plan & Manage Budgets
View & Schedule Timing of Content
New Moment Actions
September Campaign Planner Beta Update
Flexible Content Start Dates
Policies & Guidelines
Boards
Table of Contents
- All Categories
- Admin
- Customer Success
Customer Success
We pride ourselves on providing a world-class experience for our customers.
Your success starts with our platform and is amplified by our Customer Success team. Our team is dedicated to helping you achieve your goals in gaining greater visibility, alignment and efficiency in your marketing organization.
Supporting Your Success
No matter where you are in your Opal journey, from onboarding to ongoing success, our team and resources are available to you when you need it most. We have a number of ways to for you and your team to learn how to get the most out of Opal.
Implementation Manger
Your Implementation Manager will personally guide you and your team through every step of onboarding, from kickoff through launch. They will onboard your organization to the platform, develop improved processes to help you get the most out of Opal, and personally train the team to ensure seamless adoption.
Customer Success Manager
Your Customer Success Manager is your contact for strategic guidance, best practices, new platform capabilities, and a helping hand.
Support Team
The Support Team is available 24/7 via email or in-platform to ensure that you are taken care of. They bring answers, solutions and smiles to our customers.
Self-Paced
Anyone on any team can learn from the following resources after logging in.
- Help Center - Get the answer to your question about how to accomplish your tasks in Opal.
- On-Demand Webinars - Watch any previously recorded webinars at anytime.
- In-Platform Guides - Learn the ins and outs of Opal in context by clicking through Opal.