Mastering Sitecore CMP: Navigating Modules, Roles & Content Flow (Part 3)

Hi Sitecorians!👋


I'm back with another deep-dive in my CMP series.


In the earlier parts of this series, we explored how Sitecore’s Content Marketing Platform (CMP) lays the foundation for structured, scalable, and collaborative content operations. Today, we’re taking that journey forward by breaking down one of the most important aspects of CMP—its core modules, roles, and the end-to-end flow of content.


CMP is more than “just content” — it unifies content strategy, production, and delivery


At its core, Sitecore CMP is designed to bring every stage of the marketing content lifecycle into one unified workspace. Instead of juggling multiple tools for ideation, workflows, approvals, and delivery, teams can manage everything—content briefs, campaign alignment, asset linking, localization, and publishing—from a single platform.

This consolidation eliminates silos, reduces operational friction, and helps global teams maintain consistent messaging across channels and markets. Whether you’re planning seasonal campaigns, creating structured content for digital channels, or adapting content for regional audiences, CMP ensures every step stays aligned with strategy and governance.


What is CMP in Sitecore Content Hub?

The Content Marketing Platform (CMP) is a dedicated module that helps teams plan, ideate, create, collaborate, approve, localize, and publish marketing content.
CMP centralizes the entire lifecycle:

  • Idea submission
  • Structured content creation
  • Asset linking through DAM
  • Editorial collaboration
  • Review & approval
  • Publishing
  • Tracking & reporting

Everything from a simple blog post to multi-region campaign content flows through this single workspace.


CMP in the UI: The Modules You Actually See


Inside the Content section of Sitecore Content Hub, CMP provides several sub-pages.

Each page serves a specific purpose in the content lifecycle, and together they form the complete CMP workflow.





Work

The Work page shows all content items assigned to you, grouped by lifecycle status:

  • Idea
  • Pending Idea
  • In Progress
  • Final
  • Archived

This page helps you quickly see:

  • What you need to work on
  • What is waiting for review
  • What is ready for publishing
  • What items you created



It also provides filters for content type, localization, and lifecycle status.


Search

The Search page provides a complete overview of all CMP content items.

You can filter by:

  • Content type (Blog, Recipe, Advertisement, Social Media, etc.)
  • Campaign
  • Lifecycle status
  • Localization
  • Created by


This view helps users explore, reuse, and manage large volumes of content.


Calendar

The Calendar page gives a timeline-based view of scheduled content.
It supports multiple filters like:

  • Content type
  • Lifecycle status
  • Localization



This helps marketing teams plan releases, align campaigns, and avoid scheduling conflicts.


Strategy

The Strategy page is a grid-based planning workspace.

You can categorize content by:

  • Audience
  • Channel
  • Region
  • Content type

Each content card displays:

  • Current lifecycle status (e.g., In Progress, Final)
  • Type of content
  • Relevant metadata



This page is especially useful when coordinating campaigns or content pillars across different audiences.


Ideas

The Ideas page is where the content ideation process begins.

What you can do here:

  • Submit new ideas
  • Filter ideas by content type
  • Send ideas for approval
  • Track ideation status





Approved ideas move into the main CMP workflow automatically.


Content Collections

The Content Collections page groups related content items into reusable sets.

Examples:

  • Seasonal campaigns
  • Specific product lines
  • Regional content bundles
  • Event-related content sets

Each collection shows:

  • Collection name
  • Thumbnail
  • Current workflow status (e.g., In Progress)



Collections make collaboration and organization easier across teams.


Reporting

The Reporting page provides visibility into content activity.

Depending on configuration, you may see:

  • Item counts
  • Workflow distribution
  • Creation trends
  • Performance data



This helps teams monitor progress and make informed decisions.


CMP Content Workflow States

Once a content item is created in CMP, it moves through a structured lifecycle. Each state has clearly assigned responsibilities and is controlled by specific user groups. This ensures that content moves through the right workflow from creation to publication.

To do

This is the first state of a content item after the content administrators approve the creation request.
At this stage, editors can begin working on the content.

User group:

  • M.Builtin.Editors


In progress

Editors are actively shaping and developing the content.
This state indicates that the item is still being written, updated, or refined.

User group:

  • M.Builtin.Editors


In review

Editors have completed the content and submitted it for validation.
Approvers evaluate the content for accuracy, completeness, and adherence to guidelines.

User group:

  • M.Builtin.Approvers

Ready to publish

Approvers have validated the content and confirmed that it meets the required standards.
Content administrators can now proceed with publishing or scheduling.

User group:

  • M.Builtin.ContentAdministrators


Archived

The content has completed its lifecycle.
It is no longer active but remains stored for reference, reuse, or compliance needs.


CMP Roles & User Groups

CMP uses user groups to manage permissions and control how content moves through different workflow states. Each group has a specific responsibility in the content process, and together they ensure clear ownership from creation to publishing.

These groups ensure that content passes through proper governance:


M.Builtin.Editors

  • Create content
  • Edit drafts
  • Move items from To DoIn ProgressIn Review

M.Builtin.Approvers

  • Review completed content
  • Validate accuracy
  • Control the transition from In ReviewReady to Publish

M.Builtin.ContentAdministrators

  • Approve ideas
  • Approve final content
  • Handle transitions to Ready to Publish
  • Manage publishing and final actions

M.Builtin.CMP.Everyone

  • Basic read access across CMP

These user groups form the backbone of the content governance model.


Conclusion

In this part of the series, we explored the practical side of CMP—how its modules fit together, how user groups control actions, and how content moves through each lifecycle state. Once you understand these fundamentals, working inside CMP becomes predictable, structured, and far more efficient.

With modules like Work, Strategy, Ideas, Search, and Reporting, CMP gives teams a clear operational environment. And with defined user groups and workflow states, every content item has a governed path from ideation to completion.

Now that we have covered how CMP is organized and how content flows behind the scenes, we can move ahead to the next part of the series.

👉 In Part 4, we’ll go step-by-step into how content is actually created and localized inside CMP,  walking through fields, variants, versions, and practical creation workflows.

Stay tuned!

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