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How Do I Categorize My Blog Posts?


Blog categorization is a powerful tool that financial advisors and/or their marketing team can use to display their content as one would display a table of contents in a book. This will not only allow your visitors to know what topics you blog about but also let them find the information they are interested in faster.

Tags are generally more specific than categories and can be compared to the index page of a book.

Categories and tags are both enabled on the Hall of Famer plan, along with their respective widget, which can be enabled on the block layout page:

  • Categories list
  • Tag cloud

Here is a tutorial on how to categorize your blog posts. 

STEP 1: Log in to your website dashboard (if you don't know how to do that, click here) and click on the Content tab. From the Content sub-menu, click on Blog Posts

STEP 2: If you have already created several blog posts from the past, you will see a list of these. If you would like to categorize these blog posts, click the title links or select edit on the far right. 

If you would like to create a new blog post and categorize that, select new blog on the top right corner. 

STEP 3: If you have selected an old blog post, click the edit tab. If you have selected the new blog option, you will already notice the tag field.

This is where you would add in your category titles/tags to categorize your blog posts. 

STEP 4: Add in the tag words that you would like your blog posts to be categorized by. Please ensure that these tag words are related to the blog post you are categorizing. 

e.g. Blog post title: Why Women Make Better Investors than Men
      Tag: investors

Once you have typed your tag word into the tag field, click add and select publish in the top right hand corner. 

STEP 5: Once you have added all the tags to your blog posts, you can place a category menu on the side of your blog page. Please contact our support team for assistance with this task. 

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