HubSpot Training Materials
Content Management
Watch an overview of pages and posts in WordPress.
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State associations can use pre-built patterns that form a complete page. These patterns include plenty of blocks and content areas, giving you the flexibility to make a page as detailed or as streamlined as you need. Patterns are simple to work with — you can edit text, swap images, and add or remove blocks as needed.
Go to Pages → search your page → Edit.
Click where the pattern should go → + (Add Block) → Patterns tab.
Choose your category.
Preview the pattern (hover → Preview) → Insert.
Move it with the six-dot drag handle or ↑/↓ arrows.
Save (top right) → View Page to verify layout.
Go to Posts → Add New, or clone a saved post.
Title and (optional) URL slug (keep it short/clear).
Taxonomy: pick the primary topic (e.g., Agency Management, Insurance Market, VU Topic, Big “I” Program).
Tags: add 2–5 specific keywords to power-related/dynamic content. (not necessary with national taxonomy, but great for states)
Insert pattern (optional): hero + text + CTA, slider, inside page, etc.
Body: headings (H2/H3), bullets, short paragraphs; add a CTA Button.
Featured Image (right sidebar) and alt text for any in-body images.
Excerpt: write 1–2 sentences for feeds/cards.
Dynamic/Related content: ensure taxonomy is correct so blocks pull related items.
SEO meta title/description.
Preview desktop & mobile.
Publish/Schedule; then verify the post shows where expected (homepage feed, category page, side widgets).
Have a page you love? Save it in a draft, add the word template to find it it with ease, and a clone for future reference. Great for webinars, events, blogs, new stories, etc.
Editing Basics
Click any text block → edit headline/body.
For buttons: select the button → update text and link (open in new tab if external).
For images: select image → Replace → Open Media Library (or Upload).
Fill out Alt Text (describe the image purpose).
For background images: select image → Replace.
Save → View Page to confirm changes.
Open the List View (top left) to see block structure.
Add a block: place cursor → + → pick block (Paragraph, Image, Buttons, Columns).
Remove a block: select block → ⋮ → Remove/Delete Block.
Reorder: in List View, drag blocks up/down to rearrange.
Spacing and color: Right menu, Block → Styles → Padding/Margin.
Save → Desktop Preview and Mobile
Editors can insert from the Patterns library.
Select outer Group/Cover with all inner blocks.
⋮ → Create Pattern → choose Synced (global) or Unsynced.
Add to a category (e.g., “ CTAs, layouts”), Save.
Click the Cover block (hero).
Right sidebar → Media → Replace /Upload→ choose image.
Check Focal Point Picker so subject stays centered.
Ensure Overlay contrast keeps text readable, options under settings.
Update Heading and Button as needed.
Save → verify on desktop + mobile widths.
Included featured image
Headings in order (no skipping H2→H4).
Links are descriptive (“Register for webinar,” not “Click here”).
Button count is reasonable (1–2 primary CTAs).
Alt text is present and meaningful.
Color contrast is readable over images.
Avoid pasting from Word/Email without “Paste as plain text.”
Advanced
National
In most cases, content should be created as posts. Posts can automatically feed into different areas of the site based on taxonomy and tagging, which means a single post can be reused multiple times. Like pages, posts are highly flexible — you can add hero images, buttons, and patterns to feature other content, as well as images, links and CTAs. Posts also support dynamic content, allowing related articles or other requirements to be pulled in automatically.
News will be used as a blog-style tool, similar to the old SharePoint site, but with much more flexibility. News posts can be integrated into various areas of the website, linked in HubSpot newsletters, and are fully searchable, like other content. This section will house state news, ACT news, News & Views, and Two for Tuesdays.
When creating news posts:
Clone your news post. Under news, we’ve created folders and templates for various newsletters, which include a side nav for taxonomy and related additional newsletter content. Be sure to tag your content News and publication. (ACT, News & Views, Invest,etc.) You’ll still want to tag the program as well.
For promotions (e.g., a webinar), link directly to the specific post and use a creative teaser in the newsletter. This reduces clicks between the newsletter and registration, making it easier for members to take action.
Avoid repeating content — instead, link back to older posts in newsletters with a fresh lead-in through HubSpot.
WordPress Glossary
Admin Dashboard – The control panel where you manage your website (what you see after logging in).
Block – A piece of content in Gutenberg (paragraph, image, video, button, etc.).
Pattern – A pre-built group of blocks arranged in a specific layout (e.g., a “call to action” with text + button).
Synced Pattern / Reusable Block – A block you can save once and reuse across multiple pages. Updating it in one place updates it everywhere.
Page – A static section of your site (e.g., “About Us,” “Advocacy,” “Contact”). Best for evergreen content.
Post – A blog/news article. In your setup, often used for newsletter content, webinars, or articles that show in feeds and dynamic content blocks.
Categories – Buckets that group posts by topic (e.g., Advocacy, Markets, Legal). They structure your site content.
Tags – Keywords that describe a post in more detail. Less structured than categories, but useful for search.
Media Library – Storage area for all images, PDFs, and videos uploaded to your site.
Template / Theme – The overall design of the site, which controls fonts, colors, and layouts. Staff typically cannot change this.
Custom Block – A block built specifically for your association (e.g., Advocacy Alert, Events Feed).
Dynamic Content – Content that updates automatically across multiple pages/sites (e.g., a shared block or feed).
Revision – A saved version of a page or post. You can roll back to an earlier version if needed.
Cache – Stored files that help the site load faster. Sometimes you need to “clear the cache” to see your changes.
Plugin – An add-on tool that gives WordPress extra features (SEO, forms, knowledge base, etc.).
Shortcode – A small piece of text inside brackets [like this] that tells WordPress to display special content (e.g., a form).
User Role – A level of access (e.g., Administrator, Editor, Author). Each determines what a staffer can edit.
When to Use a Post, News, Resource or Page
| Feature / Use Case | Post | News | Resource | Page |
|---|---|---|---|---|
| Purpose | ✖Will appear in feeds, searches, etc. (note: uploading a bunch of PDFS will limit visibility of that content to that page) | Blog-style updates, announcements, and recurring newsletters (e.g., News & Views). | Evergreen reference materials, downloads, toolkits, or guides. | Core site structure and information (About, Advocacy, Contact). |
| Feeds & Automation | ✔ Feeds into site sections by category/tag. | ✔ Feeds into News section and can be featured across the site. | ✔ Feeds into the News section and can be featured across the site. | ✖ Not in feeds; appears only where placed in navigation. |
| Reusability | ✔ One post can be reused in multiple feeds and newsletters. | ✔ Can be repurposed in newsletters and linked in campaigns. | ✔ Can be linked to repeatedly (toolkit, guide, evergreen PDF). | ✖ Fixed location only. |
| Design Flexibility | Supports hero images, buttons, patterns, CTAs, dynamic content. | Same as posts (hero, buttons, images, CTAs). | Often uses document-style layouts; may include downloads, images and CTAs. | Same as posts (hero, buttons, CTAs, patterns). |
| Best For | Webinars, topical pages (ex: AI tips, young agent awards, best practices agency listing) blog content, campaign highlights. | Time-sensitive blog content that will be in your newsletters. | Often uses document-style layouts; may include downloads, images, and CTAs. | Core pages: About, Membership, Advocacy, Legal, Contact. |