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How to Create a Document Resource Library for WordPress using Beacon: Step-by-Step

How to Create a Document Resource Library for WordPress using Beacon: Step-by-Step

By using a lead magnet Resource Library for your WordPress site, you will be able to show all your resource offerings at a glance. This can help you get more subscribers from readers who wouldn’t otherwise have seen your content offers.

However, WordPress doesn't have any native features that support setting up a catalog-like experience where people can log in and access all lead magnets, or see all of them at a glance before opt-in first.

To help with this here is how you can do it using a free tool called Beacon to create a resource library that looks something like this:

Instructions

1. First, gather your content.

Before making your content library, you're going to need to make sure you have all the lead magnets ready to go.

Download all your lead magnet PDFs and have them in a folder, ready to upload.

2. Next, Create a Beacon account.

You can go to Beacon.by and create a free account here in the top right-hand corner:

Create Beacon account

Or, log in to your existing account.

3. Start a New Resource Library.

Navigate to Resource Libraries.

Click the Create New Library button.

4. Choose a template.

In this example, I suggest starting with a simple template to begin with to become comfortable with the process.

5. Select which files you want to add to the library.

Use the upload tab to add the PDF lead magnets you prepared earlier.

If you already have lead magnets in Beacon, you can use those.

6. Customize the library appearance.

Click the elements on the screen to customize.

I suggest starting from the top and working your way down the list of elements to customize. Add your copy first, then customize the colors and fonts after.

Things to add:

  • Logo (use something that can be easily added over your background color, e.g. a transparent background)
  • Background color
  • Text color
  • All page copy

Click through the individual tabs for each step to make sure you have fully customized everything.

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Tip: set your thumbnail configuration to portrait to ensure that your document previews match a tall rather than square or wide image.

Be sure to add your website’s home page address to your logo URL so that users can easily navigate back to your website.

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Note: If you want to remove resources, use the Add Resource button on the left-hand side menu to place additional items in your Resource Library.

To remove a resource, use the Manage Resources menu item on the left-hand side menu.

Remove a resource by clicking the Trash Can button on the right-hand side.

7. Configure the opt-in requirements.

On the left-hand side menu, click the Opt-in settings.

Customize your opt-in settings, including:

  • Whether users can access material without providing their email or not (via instant access).
  • Information required when opting in.
  • Your consent message.

If you want to make sure that users do not have to opt-in each time they visit the library, you can enable Smart Subscribers.

8. Customize the confirmation settings.

Continue to the next tab and expand the Confirmation Email settings.

Be sure to change:

  • The subject of your confirmation email.
  • The reply-to address.
  • The from name.
  • What your email says, notifying your users that they have opted-in.

Click the Save Changes button at the bottom right-hand corner of the screen.

9. Get your published Resource Library link.

Go to the top right-hand corner of the screen and click the publish button.


You can customize the URL handle for this page now. Click the Update button to save the new handle.

Copy the URL provided for the share link.

10. Set email notifications.

Scroll down to the Email Notifications tab.

Add the email address for where you would like to receive notifications of new opt-ins.

11. Publish your library live.

Scroll to the bottom of the publish page and confirm Publish toggle button in the bottom right-hand corner.

12. Edit your WordPress menu.

Go to your WordPress website dashboard and edit your menu.

Expand your menu screen options, and check the Link Target option.

Add a custom link to your menu, with the Beacon Resource Library URL from earlier.

Expand the link item in your menu, and click the Open link in a new tab option.

Scroll to the bottom of the page and click the Save Menu button.

Your resource library will now show on your WordPress website as a clickable menu link.

Next Steps

Now that you have your resource library in place, you can start to populate it over time with your other resources.

Next, you will want to promote your resource library, talk about it more across the entire website, link to it internally from key pages, and also mention it to your email subscribers.

You may also want to invest in your lead magnet's production quality, too. For example, to ensure that they have the best presentation possible, create custom cover images and descriptions which you can display in your resource library.