I checked off another milestone in this slow-moving, build-in-public-style website overhaul last week: I’ve now migrated all the various downloadable checklists and workbooks on the website into a new “Resource” content type ๐ŸŽ‰

This comes with several BIG advantages for me as I manage the website and look at developing more resources in 2026:

  • Resources are all managed in one location in the website dashboard, and all have a standard list of data fields. These include:
    • Two images for each (one for the resource page header, and one cover image)
    • A short blurb about the resource
    • Whether it is free or paid
    • The cost (if paid)
    • A download link
    • A hidden “tag” value that gets applied to the contact record in Kit for anyone that downloads the resource
  • A templatized layout for a “single resource”. This means if I want to update how resources are displayed I can just update that one template rather than having to modify multiple pages.
  • An auto-updating Resource Library page that will display all resources as the collection grows.
  • The opportunity to insert resource promotions into other pages and articles on the website that will update dynamically if I modify information about the resource.

Here’s a quick look at the Resource Library page. This page displays a grid of all published resources (except for a few that are hidden because they’re only available as special offers for specific audiences ๐Ÿ˜‰ ). Each block on this page pulls data from fields on the Resource content type. If I decided to display a short description of each resource in these boxes, I could do that with one modification to the template that drives this page.

Preview of the Resource Library page

And here’s the part I’m most excited about …

In the past, I would write a guide or article, and if I had a relevant downloadable resource, I’d create a little call-out box part way through the article with a preview image and a form you could fill out to request the resource. If I wanted to promote the same resource in another article, I’d copy and paste that section into a second article. And sometimes a third. That meant that if I needed to update that image or the form, I’d have to dig around the website trying to find all those promotions and make the same updates, several times. Not scaleable at all, and practically guaranteeing errors when I missed one of the instances.

This old system also required a separate form for each separate download, to make sure each download was connected to the right incentive email delivered by Kit (my email marketing platform). Again, this was starting to get messy as the number of resources increased, and when I needed to make changes to forms, I’d have to make the same repetitive edits over and over in multiple places.

Now that I have resources stored in a custom post type, with a standardized set of fields, I was able to build a custom block for the WordPress block editor. This means when I’m writing an article and I want to insert a resource promotion, I can add my custom “Resource Promotion” block, select the resource I want to display from a dropdown menu of published resources, and boom ๐Ÿ’ฅ a consistently-styled resource download section will appear within the article.

Better yet, this resource promotion block uses the same, single form for all resources (this works by passing the resource name into a hidden field in the form), and all resource promotion blocks across the site share the same styles. Once again, this means if I need to update the style or layout of these blocks in every place they show up across the site, I only need to make that edit in one place. Here’s a preview of the custom “Resource Promotion” block settings in the block editor. Pretty simple, right?!

Screenshot of the resource promotion block settings

This whole process is an example of a principal that drives all of my website development projects: look for places in your website content workflows where you have to make repetitive edits in multiple places, or where there are barriers to updating content, styles, or layouts. Approaches like the one I described here can unlock more efficient publishing, and I’m looking forward to reaping the benefits in 2026!