Review & practice: Staging & publishing
Review best practices and try your hand at publishing to staging.
Best practices
Publishing with confidence comes down to a few consistent habits, and all apply whether you're on a self-serve or Enterprise plan.
- Always publish to staging first. Before anything goes to production, publish to staging and review it. Check across devices, confirm links work, and make sure nothing unexpected made it through. The few minutes it takes are almost always worth it.
- Gather feedback before pushing to production. Share the staging link with teammates or stakeholders who need to sign off. A round of feedback on staging is significantly cheaper than a fix after something is already live.
- Know your permissions before you need them. Finding out you can't publish at the moment you need to publish is a stressful way to learn your access level. Confirm your publishing permissions with your Admin early — and revisit them if your role or responsibilities change.
- Use CMS single-item publishing when only one thing is ready. If a blog post or CMS item is ready to go but the rest of the site isn't, publish the item on its own rather than waiting for a full-site publish or rushing other changes through. CMS item publishing and full-site publishing are independent — use that to your advantage.
- Publishing is a team decision, not a solo action. Before pushing to production, make sure the right people know it's coming. A quick heads-up prevents surprises — especially on sites where multiple people are making changes at the same time.
Practice activity
Time to try it yourself. Using the practice site, complete the following:
Ready to wrap up?
Good job! You covered all the key workflows for the Marketer role. Now let's wrap up with some additional resources to finish up the course.
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