Creating Pre-Approved Pages

Create a Pre-Approved Page

1. Within a Marketing Hub, click +New and select Page from the drop-down to open the Add Pre-Approved Page editor. 

 2. Define your page attributes by filling the following fields to set up your page details:

• Page Name: The label displayed in navigation menus.
• Page Title: The header banner title on the page.
• Page URL: The final URL slug 
  • Example: www.digitalagent.com/advisor-site/retirement-readiness
• Layout: The column structure used to organize content. 
• Thumbnail: The preview image shown in the list of pre-approved pages in Settings > Your Pages. 

3. When finished, click +Save Changes. Depending on your setup, the page will automatically publish or be sent to Compliance for approval. 

• Note: A pre-approved page can not be set to a Draft or Unpublished state.

Edit Page Contents

1. Locate your page in the Pre-Approved Pages list and either double-click the page or right-click and select Edit Page.

2. Use the Pre-Approved Page Editor to add or modify content (Note: available content types may be restricted).

3. Click Save Changes to save your Pre-Approved Page.

4. Once saved and approved, your new page will be available for users to select in their hub.