Resources

Resources are the primary content items in OptiPub. Each resource belongs to a publication, is written by an author, and is categorized into one of four types. Resources can be displayed on your website, sent as email messages, or both — depending on the category.

Navigate to Content → Resources

Resource Categories

Every resource belongs to a category that determines how it can be used. The four built-in categories are:

Rankable categories support drag-and-drop ordering, which controls the display order on your website. Send as Message categories show a Send Message button that creates a prefilled message from the resource.

Custom categories can also be created under Settings → Resource Categories.

Creating a Resource

Click the Create button on the resources list to open the creation dialog. You are prompted to choose how to populate the resource content:

After choosing an import source (or starting from scratch), the full resource form opens.

Resource Form

The form is organized into sections: General Settings, Website Settings, Email Settings, Build, and (conditionally) Rank Ordering.

At the top of the form, two controls are always visible:

General Settings

Website Settings

Additional Settings

This section is hidden when External resource is on.

Expand the Additional Settings row to reveal:

Email Settings

This section is hidden when External resource is on.

These fields are prefilled into the message when the resource is sent as an email.

Build Your Resource

This section is hidden when External resource is on.

When External resource is off, the resource body is built using the GrapesJS visual editor. The content is wrapped in your website or email template at display time.

A hosted resource must have either content (built in the editor) or an attached PDF. It can also have both. External resources require an External URL instead.

Rank Ordering

This section only appears when all of the following are true:

• The resource category supports ranking (Bonus Report or Resource)
• The resource is Active
• Displays on Website is enabled

When visible, a drag-and-drop list lets you reorder all resources in the same category and publication. The rank determines the display order on your website.

Ranks are shared across all active, website-visible resources in the same category and publication, so reordering one resource updates the rank for all of them.

Sending a Resource as a Message

Article and Lift Letter resources can be sent as email messages directly from the resource list or edit form. Click the Send Message button to create a new message prefilled with the resource's publication, content, subject line, and preview line.

• Articles create an email-article message and skip ahead to the content step
• Lift Letters create an email-promo or email-renewal message, depending on whether the message promotes another publication

This button is not available for Bonus Report or Resource categories, or when External resource is on.

WordPress Integration

Resources are synced to your WordPress site via the OptiPub WordPress plugin. When a resource is marked as Active and Displays on Website, the plugin automatically pulls it during its scheduled sync and creates a corresponding WordPress post.

Publish on Send

When sending an Article resource as an email message, you can enable the Publish On Send toggle in the message form. This automatically marks the resource as Active and Displays on Website at the moment the message is dispatched — so your email goes out and your website is updated in one shot, without having to manually publish the resource separately.

Publish On Send is available for email-article messages only.

Editing a Resource

Click on any resource in the list to view it, then click Edit to make changes. All fields except Category and Publication can be updated. The form also supports auto-save, which periodically saves unsaved changes.

Resources can also be copied to create a duplicate as a starting point for a new resource.

Translations

When translations are enabled, a saved resource's edit form has a Translations section. Pick one or more Languages and click Translate to have the AI produce a translated copy of the title, subtitle, description, meta description, subject line, preview line, annotation, and content. Tags, related resources, and videos are copied over, and each translation gets its own URL slug.

Translated resources are used automatically by campaign links generated in that language, by messages sent in multiple languages, and by the public resources API and elements. See Translations for how to review, update, and manage them.

Active, Displays on Website, Featured, Show Date (and its date), External resource, and rank ordering are set on the original and apply to every translation. These controls are read-only on a translation's edit form, and publishing the original (including via Publish On Send) publishes its translations with it.

List View

The resource list displays all resources across publications in a searchable data table. Full-text search is available via the search bar. The following columns are available:

With translations enabled, the list shows original-language resources only. The Show translations toggle in the toolbar includes translated copies and adds Language and Translations columns.

Resource Categories (Settings)

Custom resource categories can be managed under Settings → Resource Categories.

Dynamic Resource Pages

Resources can be used with dynamic pages. By setting a page path to {$sys_resource.slug}, OptiPub generates an individual page for each resource. You can build nested paths like {$sys_resource.category.slug}/{$sys_resource.slug} for category-based URLs.

Inside the page content, use system macros such as {$sys_resource.title}, {$sys_resource.content}, and {$sys_resource.description} to render resource data dynamically.