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State Marketing WP Notes

Agenda for State Website Meeting 

Showcase  

  • National Website  

  • Hawaii site 

Set-up 

  • Navigating WordPress 

  • Topics/Categories Vs. Tags: categories, broad, tags more niche  

  • Organization: Content can be assigned to parent pages 

Posts: Can be used to curate dynamic content when needed– great when you have a lot of stuff by topic, IE webinars, newsletter content, designations, etc.  

National Posts Types are in the following categories:  

  • Insurance   Agency Management  Resources  VU  News  

Pages:Will not be taggable, great for menu landing pages, event landing pages, program pages, etc.  
Both options have the same flexibility with patterns.  

Layout 

  • All pattern pages on each new site (these are your building blocks for the page/posts. Patterns and blocks can be custom or dynamic and pull content based on type, taxonomy, etc.) 

  • Patterns and Blocks: Show creating a page/post and how to add blocks 

  • Custom  Dynamic 

  • Importance of images (Sus working on a stock agreement hopefully) 

  • The power of cloning: clone pages you love to reuse all the fancy patterns 
    Show shared content blocks 

Permissions 

  • Block or page-based 
     

Q&A

RESOURCES 

Style Guide  

 
WordPress Training Resources 

National Page Template for example   

State Steps (from 8/30)  

  • Things you can do now:  

  • Landing pages will likely need new copy to play into the various blocks. Consider quick soundbites describing each landing page/programs purpose with a conversational headline. Begin drafting this content and establishing your team’s more conversational tone. Note copy length in styles and try to keep it about the same.  

  • CTAs will be easier and varied, consider how you can use land pages to sell other products and services. Create “call to action copy” for webinar areas, programs and events that can be used for marketing purposes. Become a member, event attendance, government affairs, donate now, E&O, sign up for market access, etc.   

  • Images: Anytime you have leftover subscription images at the end of the month, download some that fit into the styles you’ve seen. Think local. Regional landscape, business professionals as your members do business, lines of business art (homes, businesses, restaurants, contractors, etc.) JPG please, for now, SMB may suggest going for the biggest file in your subscription (however, seems under 1MB)?  

  • PDFs need abstracts to be posted: Review any PDFS you will be uploading and draft a headline and an abstract/sub head to go with them. PDFS will be posts and will need some context. This will also aid in searchability.  

  • About us: How can you enhance your about us page, begin crafting your story and how you’ve supported agents  

  • Don’t forget member prospects: Update your Join/Belong content to speak to your benefits, think concise overview of your most popular benefits with an oh by they way, we also do X, x, x,… 

  • Integrations: make note of any integrations you currently have. WordPress APIs are generally easy to use, but planning is key. Currently, we see no issue with Growth Zone integrations as that content is housed on their WordPress platform.  

 

  • How do you want to organize the content in the future using the sitemap? Does everything have a natural home in the new organizational structure? Remember to explore as if you are an agent who has minimal knowledge of the Big I but knows their business. Where would they go for your resources?  

  • Things you can do now:  

  • Purge: delete any content or make note of any content you do not want to bring over. Our if it’s easier, simply make a running list of the content you want to keep. Include notes if you need to go back and make edits or updates. This can be done by program managers if you need a lift. Review your google analytics and create a few data driven guidelines to help ease decision fatigue. Consider deleting pages that haven’t been visited in a year, or use the most popular pages to help you prioritize.   

  • Start aligning pages you want to retain into each section. Sections include Learn, or Education and Trainings; Agency Management Solutions, Get Involved and Find Insurance. Update a spreadsheet with your links.  

  • Prioritize content you want to move first—color code or use tabs to make it easy to visually manage. 

  • Home page and main landing pages 

  • Events w/deadlines, coming soon. 

  • Older and historical content (based on reverse chronological order) 


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​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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