Web Content Management

8.1 Editing Web Pages and Blogs

Best Practices

• Maintain consistent branding across all web pages and blogs using themes and templates.
• Use the drag-and-drop editor for ease of use, but switch to the source code editor for advanced customizations.
• Optimize content for SEO using meta descriptions, headings, and alt text for images.
• Preview changes before publishing to ensure a polished and responsive design.

Instructions for Admins

1. Navigate to Content Management:
   1. Go to Content > Website Pages or Blog in your HubSpot account.
2. Edit Content:
   1. Select the page or blog you want to edit.
   2. Use the drag-and-drop editor:
      1. Add or move modules like text, images, forms, or CTAs.
      2. Click on modules to edit their content or settings.
   3. Switch to the source code editor:
      1. Useful for advanced customizations using HTML, CSS, or HubL.
      2. Access it by clicking the Advanced options tab.
3. Save and Publish:
   1. Click Preview to ensure your changes look correct on different devices.
   2. • Save your changes and click Publish to make them live.

8.2 Adding Structured Content

Best Practices

• Use HubDB for managing large data sets like event listings or product catalogs.
• Leverage dynamic content to personalize pages for different audiences.
• Regularly update structured content to keep it accurate and relevant.

Instructions for Admins

1. Create a HubDB Table:
   1. Navigate to Marketing > Files and Templates > HubDB.
   2. Click Create Table and add columns for the data (e.g., Name, Description, Image URL).
   3. Populate the table with relevant data.
2. Link the Table to a Web Page:
   1. Open the web page or blog in the editor.
   2. Add a dynamic module (e.g., listings or tables) to the page.
   3. Link the module to the HubDB table and configure how the data should appear.
3. Using CRM Objects:
   1. Navigate to Settings > Data Management > CRM Objects.
   2. Define a custom object if necessary and associate it with relevant content.
   3. Use personalization tokens to dynamically display CRM object data on pages.
4. Save and Test:
   1. Save changes and test how dynamic content is displayed by previewing the page.

8.3 Archiving Content

Best Practices

• Archive outdated or redundant content to improve user navigation and reduce clutter.
• Regularly audit web pages and blogs to determine what can be archived.
• Clearly label archived content in case it needs to be restored later.

Instructions for Admins

1. Access Content Management:
   1. Go to Content > Website Pages or Blog.
2. Select Content to Archive:
   1. Filter content by date, performance, or relevance.
   2. Click the settings icon next to the item you want to archive.
3. Archive the Content:
   1. Select Archive from the dropdown menu.
   2. Confirm the action when prompted.
   3. Archived content will no longer appear on live pages but can be restored.
4. Restore Archived Content (if needed):
   1. Navigate to Archived Content under the same section.
   2. Select the archived item and click Restore.