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Using the CRM Content

How to Publish a Blog Post from Your CRM

The content module lets you write and publish posts to your own site from inside the CRM, under Content → Blog. If that section is not in your sidebar, the module is not enabled on your plan or for your account.

Writing a post

Title, body, and publish. The body editor handles normal formatting; you can insert images from the Media Library rather than hotlinking from elsewhere, which matters because a hotlinked image disappears the day the other site reorganises.

The three fields that decide whether anyone reads it

The slug

This becomes the URL. Use lowercase words separated by hyphens, and put the phrase someone would actually search into it. It is worth getting right first time — changing a slug after publishing breaks every existing link to that post, including any Google has already indexed.

Meta title

What appears as the clickable headline in search results. Keep it under about 60 characters or Google truncates it. Put the important words first: people scan the first three words and stop.

Meta description

The grey text underneath in search results. Roughly 140 to 155 characters. Its job is to give someone a reason to click, not to summarise the article — click-through rate is itself a ranking input, so a dull accurate summary performs worse than a specific promise.

If you leave the meta fields blank, defaults from company settings are used. That is better than nothing and considerably worse than writing them, because a default description applied across every post makes each of them look identical in search results.

Draft and publish

Posts save as drafts until you publish. A draft is not reachable on your site, so it is safe to leave something half-written for a week.

Revisions are kept, so an edit that goes wrong is recoverable rather than final. Worth knowing before you make a large change to a post that is already performing.

Categories

Assign one before publishing. Categories are how readers move between related posts, and how your blog index stays navigable past about twenty articles. See organising content with categories.

What this module is not

It publishes to your site, and it is separate from the guides on the Claudphic Ads website — those are ours, and nothing you write here appears on them.

It is also not a substitute for a full CMS if your site already runs on one. If you publish through WordPress today, keeping content there and using this module for nothing is a perfectly reasonable choice — two publishing systems for one website is a maintenance problem, not a feature.

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