The Ultimate Headless CMS Guide
The Ultimate Headless CMS Guide
Headless CMS
The Ultimate Guide to Headless CMS
© 2023 Kontent.ai
The Ultimate Guide to
Headless CMS
Everything you need to know
to choose the right CMS
TL;DR (If you read nothing else, read this) 6
Summary 59
TL;DR (If you read nothing else, read this)
The future is now: Engage Take complete control over your content
customers through new channels
With a modern CMS, you can create content once and then use it across
Your customers are increasingly using mobile apps, virtual reality, multiple platforms such as websites, mobile apps, social media, and
augmented reality, chat, voice-controlled digital assistants, smart others. This saves time and reduces the risk of inconsistencies, as all
wearables, and various Internet of Things devices. If you’re not of the content will come from a single source of truth.
connecting with them through these new channels, you’re missing
an opportunity. In addition to improving the efficiency of content creation, a modern
CMS can also streamline internal processes. The ability to manage
content from a central location makes it easier for teams to collaborate,
Traditional web-oriented review and approve content, and keep track of changes. This reduces
Content Management Systems the need for manual processes and minimizes the risk of errors.
aren’t ready for this
You need a new type of CMS that was built for omnichannel content Stay ahead of your competition
management and delivery from the very beginning—a headless CMS.
Headless CMS focuses on content management and provides an A modern headless CMS is considered cutting-edge technology for
Application Programming Interface (API) that makes the content large organizations that want to engage customers across an increasing
available on any device and any platform. number of channels. This book will explain how the headless approach
compares to others and will help you make an informed decision.
6
TL;DR
Your code
Your code
Back-end UI
CDN
CMS API
Back-end UI
Webserver Database
Infrastructure
CMS
7
Chapter I
The average time spent daily on a phone is In 2023, there’s going to be more than By the end of 2023, there will
expected to reach 4.5 hours in 2023, which three times more networked devices on Earth be 1.4 billion Augmented Reality (AR)
emphasizes the importance of having a strong than humans. device users.
presence on mobile devices.
Source: Statista (2022) Source: RCR Wireless News (2021) Source: XR Today (2022)
10
Chapter I: The world has changed and so must the CMS
Multichannel
11
Modular content strategy
12
Chapter I: The world has changed and so must the CMS
With multiple departments and teams, it’s easy for information MACH stands for Microservices-based, API-first, Cloud-based, and
to become fragmented and duplicated, leading to confusion and Headless, and is a set of technology principles for building enterprise
mistakes. By having a central content hub, organizations can software in 2022 and beyond.
eliminate inconsistencies and ensure everyone is working on the latest
version of content. With a microservices-based approach, an organization can break
down its applications into smaller, independent services that can
This can help improve decision-making, streamline processes, and be developed, deployed, and scaled independently. This not only leads
ultimately lead to better outcomes for the organization. Moreover, having to faster development times but also enables teams to work on specific
a single source of truth also helps businesses stay compliant with parts of the application without affecting the overall system.
industry regulations and standards, as it ensures that all information
is accurate, up to date, and easily accessible. Using these modular components, organizations can quickly
assemble powerful digital experiences that are tailored to meet the
needs of their customers.
13
3 Current trends are driving the need
for a scalable CMS solution
The trends described in this chapter emphasize the importance of breaking
down content into smaller, reusable components, which can be easily
assembled to create digital experiences across multiple channels.
In the next chapter, we’ll take a closer look at each type of CMS and
its pros and cons.
14
Chapter I: The world has changed and so must the CMS
Headless Content
Management Systems
Monolithic Digital
Experience Platforms Today
2000s
Page Generators
1990s
15
Chapter II
CDN
API
Back-end UI
CMS
18
Chapter II: What is a cloud-first headless CMS?
Theoretically, you can run an on-premise headless CMS, but you will get
the most out of it if you use it as a cloud service. This is because the
headless architecture allows CMS vendors to provide a true multitenant
Software as a Service (SaaS) product and look after the CMS for you
while you focus on your applications.
19
2 Coupled, decoupled, or headless?
When you’re choosing a new CMS, it’s important that you understand
the differences in various architectural approaches used by different
products. While this may look like a technical detail, it has a big impact
on how the CMS will support your business goals now and in the future.
20
Chapter II: What is a cloud-first headless CMS?
Most traditional CMS systems are built A decoupled CMS for better Headless CMS: no head, no limits
as a coupled CMSs separation of concerns A headless CMS makes the presentation
The coupled architecture combines In this case, you make all modifications layer much more flexible as it eliminates
everything in a single application: the content in the content management environment the front-end part: by providing the content
repository, back-end user interface for (typically behind the firewall) and synchronize through its application programming interface
editors, templating system, as well as your the published content with the content (API), it can be used on any platform and on
custom code. delivery environment. any device to retrieve and display the content.
CMS CMS
CMS
21
3 Which architecture is right for you?
Coupled CMS
Pros
■ This approach is very popular as it only requires a single environment
and it’s easy to set up and manage.
Front-end
templates
Cons +
CMS Your code
■ The CMS code is tightly connected with your templates and custom
code, meaning you need to look after your own code as well as the Back-end UI
CMS code during the whole application life cycle (installation, upgrades,
hotfixes, code versioning, continuous deployment, etc.).
Webserver Database
Infrastructure
■ The CMS code is exposed on the public server which increases
security risks.
While coupled CMSs may also provide an API for non-web channels, When to use
they weren’t built as API-first solutions and do not provide the A coupled CMS may be a good fit for you when you plan to
benefits of a true headless CMS (see chapter True headless-first versus build a brochure website and you don’t expect to publish to
“me too” headless CMS). multiple channels.
22
Chapter II: What is a cloud-first headless CMS?
Decoupled CMS
Pros Front-end
templates
■ This model provides better security, higher (though not full) CMS +
Your code
separation of your custom code from the CMS, and easier scalability.
Cons
Webserver Database
SYNC
■ You have to manage several environments, which multiplies the costs
Infrastructure
of infrastructure, ongoing maintenance, and software licenses.
Webserver Database
Infrastructure
When to use
The decoupled CMS enables similar use cases to the coupled CMS,
just with a more robust architecture. However, by nature, it’s still
primarily a web-focused solution.
23
Headless CMS
Pros
■ The API makes the content available through any channel and on any
device and allows you to make the CMS part of your microservices Your code
architecture. Webserver
Infrastructure
Cons
■ Headless CMS offers more creative freedom but also requires
a team of skilled developers since it doesn’t come with any pre-built
When to use
templates or themes.
If you plan on supporting multiple channels, a headless CMS
is your best choice. Whether it’s a website, mobile app, voice
■ The idea of separating the front-end and back-end components and
interface, or something new, a headless platform allows you
having content served through APIs can be challenging to understand
to deliver high-quality content across all devices and touchpoints
for those who are used to traditional CMSs.
in a consistent manner.
24
Chapter II: What is a cloud-first headless CMS?
The decoupled CMS does separate the presentation layer (the “head”)
and the content management back end, but it still uses a templating
model and is responsible for how the content is displayed.
Front-end
templates
The “head” looks after how The headless approach
CMS +
Your code the content is displayed leaves presentation
Infrastructure
API
CMS Back-end UI CMS
Back-end UI
Infrastructure Infrastructure
25
5 Understanding the differences: True
headless-first versus “me too” headless CMS
Many traditional coupled or decoupled CMS systems provide some
kind of REST API and claim they are “hybrid” or “also headless”.
You should be aware, however, of important details that make
a big difference between a CMS that was designed with a headless
or “API-first” approach in mind from the very beginning, versus a CMS
for which the API was an afterthought.
Content model
Maker: Tesla, Inc. Photo:
A true headless CMS works with all content in a way that makes Variant: P100D
it possible to use the content for any channel.
Description: The model S is…
Oftentimes you will discover that their REST API may not even make How much is Tesla?
such content available or the way the content is provided makes
Tesla S P100D
Model P100D is $120,000
it useless for other channels, like a mobile app.
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Chapter II: What is a cloud-first headless CMS?
A true headless CMS was built with an API-first approach. Traditional CMS products often provide just a pure REST API, lacking
the additional elements that ensure high scalability and security of the
Its creators usually pay a lot of attention to the API and the whole APIs in real-world applications. They usually don’t provide a Content
solution is designed in a way that enables its full power. Delivery Network (CDN) to ensure global coverage, or high speed or
high service availability, which has a considerable negative impact on
its overall performance.
27
6 Understanding the differences: True
SaaS CMS versus CMS hosted in the Cloud
This wasn’t possible with traditional CMS models that combined both
content management and content presentation.
You look after
your application
In fact, it’s one of the main reasons traditional CMS vendors only Presentation code
CMS
28
Chapter II: What is a cloud-first headless CMS?
29
Flat-file CMS
30
Chapter II: What is a cloud-first headless CMS?
Website builders
They are, however, not suitable for organizations that want a fully
custom solution with specific functionality or integrations.
They also aren’t a true CMS as they do not allow for management
of structured content—they only support page editing and a limited
number of predefined content types, such as blog posts or news,
and don’t allow you to define your own content types.
31
Chapter III
Choosing your
hosting model
1 On premise, managed cloud, or SaaS?
You can choose from a number of CMS hosting models. Very few
customers run their CMS as a true on-premise solution on their own
servers. These days, most customers leverage a cloud hosting model.
In most cases, however, they just manage a CMS installation in the Cloud
themselves or have a vendor manage it for them. This approach doesn’t
allow customers to fully leverage all the benefits of the Cloud. The new
headless model finally allows vendors to provide a CMS as Software as
a Service (SaaS). Let’s have a look at each option: Perform
ance
Security
Self-hosted on premise
Backup
… and only after that can you work on your website. Webserver
That’s why more and more customers are looking for a better model.
34
Chapter III: Choosing your hosting model
Even if you install your CMS in the Cloud, such as Amazon Web
Services or Microsoft Azure, you still need to babysit it. The only
advantage is that you no longer need to worry about the infrastructure Perform
ance
or the underlying platform.
Security
Perform
ance
While your first reaction might be “Wow, they take care of everything!”, Hotfixes
it lacks the flexibility one would expect: with every change of the code,
Security
Installation
you typically need to talk to the vendor and ask them to deploy it to your
production environment. Backup
Moreover, while this model moves the inefficiencies from you to the Upgrades
Hotfixes
Installation
35
Platform as a Service (PaaS)
The problem is, you may not be able to use certain plugins or create
certain customizations. You also only have limited control over the
hosting environment and you still have to test your website after each
upgrade and hotfix to make sure it’s not broken.
The PaaS model still lacks the elegance and efficiency you would expect
Performance
from a true cloud service.
Security
Backup
Upgrades
Hotfixes
Installation
36
Chapter III: Choosing your hosting model
With SaaS, the vendor provides all customers with the same
up-to-date CMS, high availability, security, and performance.
This model allows both vendors and customers to get all the benefits Your code
of the Cloud and achieve higher agility at lower operating costs. Webserver
CDN
API
Back-end UI
CMS
37
2 Cloud-first headless CMS:
your peace of mind
As previously mentioned, the headless model enables vendors to
provide a CMS as a true Software as a Service (SaaS) solution. This
wasn’t possible before and it means a major revolution to the whole
CMS industry. While you can use an on-premise headless CMS, it would
be like buying a hybrid car and using only its combustion engine.
You should use a headless CMS that was built for the Cloud from the
very beginning as it offers huge benefits over any other CMS model:
38
Chapter III: Choosing your hosting model
The SaaS model means that you do not need to worry about Since the headless CMS is managed by the vendor who deeply
any underlying infrastructure or middleware. You can forget about: understands its architecture and underlying infrastructure, it’s much
easier for the vendor to ensure proper security. Moreover, when the
■ Web server maintenance vendor fixes a security flaw, it’s fixed immediately for all customers,
■ Database server maintenance giving hackers a much smaller window of opportunity. It’s true that
■ Backups you still need to make sure your own code is secure, but it’s much
easier than securing a large monolithic CMS application as well as
… and other pains connected with running a CMS. All you do is manage third-party plugins.
your content and retrieve it through an API!
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Chapter IV
When to use
a headless CMS
1 Should you use a headless or
traditional CMS?
■ You want to host the CMS yourself on your ■ You want to create content for multiple
servers or in the Cloud channels, not just a website
■ You only want to build a website and have ■ You want to leverage all benefits of a true
no plans to support other channels SaaS solution provided as a cloud service
■ You want to use the CMS as ■ You want to build your applications using
a development platform a microservices architecture
■ Your marketers can’t change their ■ Your marketers are able to adopt
“website-first” mindset an omnichannel content strategy
42
Chapter IV: When to use a headless CMS
43
2 When to use a headless CMS:
Typical scenarios
Moreover, a headless CMS allows you to make the most of your content
and assets by enabling easy reuse and repurposing. It’s like having
a well-organized toolbox where each tool serves multiple purposes, and
you can quickly grab the ones you need to complete a project without
having to search through a cluttered mess.
Legacy CMS Legacy CMS
In short, centralizing all your content in one content hub makes it easier
PIM API delivery
to stay organized, streamlines collaboration, and ensures that your
Content hub
content is consistent, compliant, and on-brand. ERP E-commerce
44
Chapter IV: When to use a headless CMS
API
Content hub
Virtual/
augmented E-commerce Static page Print IoT
reality generation
45
Complex content operations
Website
In addition, a headless CMS streamlines processes to accelerate
Export
time to market. With tools like content calendars and workflows,
Content hub
you can easily manage and monitor content production and approval
processes. This eliminates the need for manual tracking and Mobile app
Knowledge
base
Editors
E-commerce
46
Chapter IV: When to use a headless CMS
Regional Global
website website
47
E-commerce
One of the key advantages of a headless CMS is that it enables Finally, a headless CMS provides businesses with a future-proof
businesses to create custom digital storefronts with a modern API-first and secure e-commerce solution that can easily adapt to
approach. This means that businesses can create unique and engaging changing market conditions and customer needs. With its scalable
customer experiences that are tailored to their specific needs and architecture, a headless CMS allows businesses to add new features
preferences, whether it be through desktop, mobile, or other devices. and functionalities as their needs evolve, making it a valuable
long-term investment.
Moreover, e-commerce solutions built on headless CMS platforms make
January
it easy for customers to discover and buy products. With the ability newsletter
to personalize content and provide relevant product recommendations,
businesses can make the shopping experience more enjoyable and Promotional
newsletter
increase customer loyalty.
Email April
newsletter
Email
confirmation
Customer
satisfaction
guarantee
Order
review/checkout
Profile of
Web product A
Product
profile
Profile of
product B
48
Chapter IV: When to use a headless CMS
As the headless CMS concept became more widely adopted, marketers A headless CMS also empowers marketers and content editors to set up
also began to realize its potential. With a headless CMS, they can create and view content recommendations using AI recommendation engines.
and manage content more efficiently, and deliver it to any channel This functionality helps businesses understand what content resonates
in a more personalized and engaging way. with their audience and adjust their strategy accordingly. Marketers
can use data-driven insights to optimize their content, making it more
By integrating with best-of-breed services, a headless CMS enables relevant, engaging, and effective. This level of personalization leads to
marketers to create targeted content that meets their customers’ a better user experience and can have a significant impact on conversion
specific needs. With the ability to deliver personalized content based rates and customer satisfaction.
on visitors’ behavior and preferences, businesses can tailor their
content to different segments of their audience, driving engagement
and building loyalty.
Marketing
automation
Interaction
CRM data
ERP
49
Chapter V
Increase your
digital agility with
a headless CMS
1 Replace waterfall with agile planning
Traditional CMS
With the traditional CMS, the project planning was driven by the Moreover, you couldn’t start entering the content into the CMS before
technology. Since your content was tightly connected to your website developers had implemented the page templates.
design, you needed to figure out what the website would look like before
you could start working on the content. This led to project delays and inefficiencies in content production: you
either waited until the website was ready or you had to create your
content in a temporary format, such as excel spreadsheets, and then
copy & paste the content into the new CMS.
Brief
Content strategy
Design
HTML templates
Development
Content production
52
Chapter V: Increase your digital agility with a headless CMS
Headless CMS
The headless CMS naturally leads you to a content-first approach. Moreover, the headless approach enables front-end and back-end
Once you have a proper content strategy in place, you can start creating developers to work more independently, allowing for better people
content in a structured format that can be used for any channel. allocation on the project.
This means you don’t have to wait for the CMS to be set up—you Overall, the headless approach shortens your time to market and
can produce content while developers create the website and makes your process much more agile.
other applications.
Brief
Content strategy
Agile iterations
Content production
Design
HTML templates
Development
53
2 Replace “website” with Property
“omnichannel”
Name: 4-bedroom Lake House Price: $2,123,000
Bedrooms: 4 Photo:
The new multichannel world requires a major shift in how you think
Location: 47.609, -122.284
about content. In the web-only world, it’s common that you organize
your content based on pages and their layouts. Suburb: Lake Washington
54
Chapter V: Increase your digital agility with a headless CMS
CO
TE
R
software development, and operations that is focused on rapid
NF
EA
CR
IG
UR
development with frequent releases.
E
Such an approach allows you to quickly test new ideas and change your
DEV OPS
direction as often as you need to. VE E
R
IF AG
Y CK OR
PA N IT
MO
55
4 Replace a monolith with microservices
In the past, the only digital experience most companies provided was The question is no longer “Which plugins do we use for this website?”,
their website, typically built on top of a CMS. Any custom code was but “Which APIs do we use for our applications?”
tightly connected to a CMS and glued to its monolithic architecture.
The use of microservices allows you to quickly assemble applications
Today, brands need to provide a seamless experience across multiple using multiple APIs from different vendors. What used to be a tedious
channels, such as mobile applications, point-of-sale systems, social integration task is now much easier.
media, Internet of Things devices, virtual reality, digital assistants,
and chatbots. These APIs are provided as a service which means you don’t have to
worry about running any software and you can benefit from ongoing
The growing number of customer touchpoints requires companies innovation without complex upgrades.
to provide a much broader set of applications.
The fact that you no longer build your application on top of a proprietary
This has lead developers to rethink their architecture and adopt CMS platform, but rather as a compilation of easily replaceable APIs,
the microservices approach where, instead of building a website means that you avoid vendor lock-in and extend the life of your code,
on top of a CMS, they create their applications as a combination thus protecting your investment in development.
of multiple services.
They can create their own microservices, or they can use external
services through their API as building blocks for their application. Instead
of writing code from scratch or including third-party libraries in their
code, they can simply call cloud-based services that do the job.
56
Chapter V: Increase your digital agility with a headless CMS
Monolith application built on top of CMS Digital experiences built using APIs
Authentication
Message delivery
Content
CMS
Transactional emails
Application E-commerce
Custom code
Plugin 1 Plugin 2
Machine learning
Built-in modules
Image processing
Back-end UI
Content repository
Search
57
Summary
If you want to take control of your content
operations and create a great digital
experience for your customers, a headless
CMS is the solution you need.
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