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Using the Hub Builder

This guide explains how to customise your theme, configure settings, build your navigation, and structure your content on the Hub Builder.

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Written by Dylan Senthilan
Updated over a week ago

Overview

The Hub Builder allows you to design, structure, and maintain the public-facing InvestorHub experience. This is where you control how your hub looks, how investors navigate through it, and how content is displayed. A clear, well-structured hub helps investors find information quickly and supports stronger engagement.

This guide explains how to customise your theme, configure settings, build your navigation, and structure your content.

Content


1. Customising the look and feel

Before you begin

You can tailor your hub design so it aligns with your company’s brand and visual identity. Before you get started make sure you have all of the details for your brands so that you can update within Theme, you can update:

  • Company logos

  • Background and text colours

  • Font styles

  • Light or dark theme

  • Custom CSS (for advanced styling)

How to update your theme

  1. Go to Engage → Edit Hub.

  2. Select the Theme tab.

  3. Use the left-hand settings panel to update colours, fonts, and styles.

  4. Review your changes using the preview on the right.

  5. Select Save to apply your updates.

Tip: Ensure your colours meet accessibility contrast guidelines for readability.


2. Updating general settings

Before you begin

The Settings tab lets you configure key site-wide options.

  • Website title (shown next to your logo)

  • Google Analytics and Tag Manager integrations

  • Sign-up wording and settings

  • Footer content including:

    • Contact details

    • Social media links

    • Newsletter subscription form

    • Optional additional links

How to update settings

  1. Go to Engage → Edit Hub → Settings.

  2. Select the menu item you want to update.

  3. Make your edits.

  4. Save your changes.

Tip: If you are tracking investor behaviour, add your Google Analytics or Tag Manager ID as early as possible.


3. Mapping your navigation menu

Your navigation menu helps investors find information quickly. Keep it simple and intuitive.

Before you begin

This what you are able to add to your Hub:

  • Add links to existing hub pages

  • Add links to external sites

  • Reorder menu items

  • Nest items to create grouped sections

How to update your navigation menu

  1. Go to Engage → Edit Hub → Navigation bar.

  2. Select Add menu item.

  3. Enter the label and choose an existing hub page or add a URL.

  4. Reorder items by dragging the handles.

  5. Nest items by dragging a menu item slightly to the right beneath another item.

  6. Save changes.

Best practice: Keep top-level navigation to five or six items to avoid overwhelming readers.


4. Setting up and structuring your content

The Content tab is where you create and manage your hub pages.

Before you begin

This what you are able to create in your Hub:

  • Create new pages

  • Navigate to existing pages

  • Add and edit content blocks

  • Reorder page layout

  • Preview your changes before publishing

How to create or edit a page

  1. Go to Engage → Edit Hub → Content.

  2. Use the dropdown or preview panel to select the page you want to edit.

  3. Select Create page to start a new one, or Duplicate existing page to reuse a layout.

  4. Update the page title.

How to add content blocks

  1. Select Add block, or hover between existing blocks to insert a new one.

  2. Choose from two block types:

    • Content blocks – add text, images, video, links, or HTML.

    • Smart blocks – automatically display dynamic information.

  3. Customise the layout by adjusting alignment, spacing, buttons, and colours.

  4. Select Save to publish your changes.

Content block types

  • Header

  • Hero

  • Text

  • Image

  • Video

  • Quicklinks

  • Team

  • Documents

  • Welcome message

  • HTML embed

Smart block types

  • Q&A preview

  • Announcements

  • Updates

  • Latest announcements

  • Market data

  • Annual reports

  • Investor presentations

  • Discover

  • Webinars

Best practice: Mix content blocks and smart blocks to create pages that feel dynamic and informative. Keep each page focused on a single purpose, and use visual hierarchy to guide investors through your content.


5. Improving your SEO

You can improve your SEO by using clear page titles, adding meta descriptions for specific pages, and adding social images to help search engines understand your hub and improve discoverability.

Before you begin

Each page you have will have their own Page Settings to improve your SEO by:

  • Changing page names with keywords

  • Adding meta descriptions of your page with keywords

  • Adding social images that help with page previews in thumbnail format when you post your page URL in social media posts

How to add meta descriptions and social images

  1. Go to Engage → Edit Hub → Content → Page Settings.

  2. Use the “Name” section to give your page a unique keyword that identifies your business

  3. Use “Description” field to add a paragraph or two about your business and keywords that will help your audience find you via Google and other search engines

  4. Add a Social Image so when you post a link of your page on LinkedIn or X - the post will display a preview of your page

Other ways to improve your SEO

  1. For any images you have in your webpages, adding keywords to the “Image alt text” and “Image Caption” will help your SEO ranking on search engines

  2. Make sure to also have consistency with keywords across text based blocks in your pages including Header, Hero and Text Blocks


6. Preview your Draft and Publish your Content

Use the buttons on the top left section of the Hub Builder to preview and preview panel to check your layout and content before selecting Save to publish changes live on your hub.

Before you begin

You’ll be able to preview your changes before setting it Live, along with publishing certain pages Live individually.

How to preview your changes

  1. Go to Engage → Edit Hub → Preview draft

  2. A new tab will open with a preview of your draft

How to review and publish your changes

  1. Go to Engage → Edit Hub → Review & publish

  2. A pop-up will appear with a view of all the changes you have made to each page

  3. Click Publish changes to set each page live individually, or;

  4. Select Publish all to set all the changes Live


You’re ready to build your hub

Once your theme, navigation, and content structure are in place, your hub is ready to publish and share. Keep reviewing your layout as your story evolves and update your pages regularly to keep investors engaged.

If you need help with layout ideas or best practice guidance, your Client Success Manager is here to support you.

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