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Creating and Managing Resources

Creating and Managing Resources Why: Enhance your app's value by providing downloadable files, guides, and embedded media that support your members...

Written by Ken Truesdale

Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.

Why: Enhance your app's value by providing downloadable files, guides, and embedded media that support your members' journeys. Resources can help streamline communication and offer additional insights without cluttering your main content types.

Navigate: App Station > Content Library > Add Content > Resource


Quick Start

  1. Click Add Content in the Content Library.

  2. Select Resource from the dropdown menu.

  3. Enter a title and add rich text content or embed code.

  4. Upload any attachments (e.g., PDFs) as needed.

  5. Set the visibility and access levels for your resource.


Detailed Sections

Creating a New Resource

To create a new resource, follow these steps:

  1. Navigate to the Content Library in your App Station.

  2. Click Add Content and select Resource.

  3. Fill in the title for your resource.

  4. In the Content tab, you can choose to add:

    • Rich Text: Use the WYSIWYG editor to create engaging content.

    • Embed Code: Add HTML embed codes for videos or other media.

Adding Content

Resources can contain different types of content:

  • Rich Text: This is where you can provide detailed information, instructions, or guides. Use the editor to format your text, add images, and create a visually appealing layout.

  • Embed Code: If you want to include videos from platforms like YouTube or Vimeo, switch to the embed code option. This allows you to integrate external media seamlessly.

Tip: Use resources for downloadable guides or templates, while recipes should be reserved for cookable items.

Uploading Attachments

You can upload files to your resource:

  1. Go to the Attachments tab while editing your resource.

  2. Click Upload to select your PDF or document files.

  3. Manage your attachments by renaming or removing them as needed.

Setting Access Levels and Visibility

Control who can see your resources by setting access levels:

  1. In the General tab, find the Visibility settings.

  2. Choose from:

    • Public: Visible to everyone.

    • Members: Only accessible to your app's members.

    • Assigned: Visible only to specific members based on their access levels.

Remember, you can always grant direct access to specific members using content grants if needed.

How Members Access Resources

Once published, members can access resources from the app:

  • They will find resources listed in the appropriate sections of your app.

  • Members can download attachments directly or view rich text content within the app.

Duplicating Resources

If you want to create a similar resource, you can duplicate an existing one:

  1. Open the resource you want to copy.

  2. Click the sparkle (✨) menu and select Duplicate.

  3. A new draft will be created with the same content, allowing you to make changes independently.

This feature is useful for creating variations of guides or templates without starting from scratch.

When to Use Resources vs Other Content Types

Understanding when to use resources versus other content types can help streamline your content strategy:

  • Use a Resource for:

    • PDF grocery guides

    • Downloadable templates

    • Educational materials

    • Embedded videos or media

  • Use a Recipe for:

    • Detailed cooking instructions

    • Ingredients and nutritional information

  • Use a Blog Post for:

    • Articles, news, or updates related to your content.


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