Adding Library Content to a Page

The Content Library has tons of Web Content articles, videos, calculators, and other resources for you to share with your clients and prospects. Our "Content Options" give you an easy way to feature this content on any website page.

To feature content on a page on your website:

1. Navigate to Website > Pages, and open the page where you want to add the featured content.

   

2. Click the "+ Add Section" button:

   

3. Add either a "Boxes" or "Image" section:

   

4. Click the content options icon that appears at the top of the section.

   

5. In the Content Options modal, you can choose to feature:
   

   • Your Content: Enter your own content.

   • Static Web Content: Choose a specific piece of library content to feature. This content will not change until you update this section.

   • Dynamic Web Content: Choose from a combination of content types, categories, or keywords to feature a rotating selection of applicable content. This section updates daily.

     
   • Choose the Static Web Content or Dynamic Web Content options to use library content in a section. 
6. If you choose Static Web Content, select the "Choose Content" button to browse available Web Content library pieces. 
   
7. You can filter by topics (Estate, Insurance, Investment, Lifestyle, Money, Retirement, and Tax) and by content types (Article, Calculator, Infographic, Quiz, Video).
   
8. Choose the Select option next to the library content you want to add to that box section. 
9. Then select Save Draft to save your edits or Publish if you're ready submit your changes to compliance for review.