Getting Started
Onboarding into Opal
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StoryFirst Framework
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Download Opal on Mobile
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Save time with Opal AI
Inside Look: How Opal Marketing uses Boards
Content Planning
Campaign Planning
Organize Briefs
Project Management
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Managing your Email content
Parking Lot for Content
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Filter, Search, and Sort
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Flighting
Invite Users
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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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Share Content
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Export Content Metadata to CSV
Email Modules
Text Editor
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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
Policies & Guidelines
Boards
Table of Contents
- All Categories
- Getting Started
- Navigation
Navigation
With multiple views that make it easy to find, search, sort, and navigate Opal, you'll always have access to the information you need.
Calendar
View and engage with every moment and piece of content your team has created in a workspace by day, week, and month.
Stories
See all the stories in a workspace.
The length of each story is represented by a colored bar spanning from the start date to the end date. Hover over a story bar to show the story name and its date range.
Timelines
Visualize the flighting of your content and moments. Easily view and manage the timing of your messaging by setting a start and end date, budget, and more.
Assignments
See and manage all the active tasks and approvals in a workspace.
Select yourself and everyone on your team to show or hide assignments to help you narrow in on what you need to take action on.
Content Queue
View a historical list of all the content created in your workspace.
For each piece of content, you’ll see the time, content type, publication status, moment and story details, as well as have access to collaborate and manage it.
Presentations
View and manage all the presentation you have created, as well as those that have been shared with you.
Asset Library
Looking for an asset? Browse and manage all workspace assets. Use filters, and keyword searches to find what you need.
Help & Support
Access self-help materials, or reach out to our Support team. We're here and want to help!
Opal on Mobile
Opal on mobile lets you access all your stories, moments, and content at anytime. See down to the content level to view every piece of content planned for a given day, or zoom out to the story and moment levels to see all of your stories by month and moments by day, week, and month.
Manage approvals, provide feedback, and collaborate on content or download content and assets directly from your device or upload them to social platforms for publication.