--- title: BoldStack Resources Setup Guide --- # BoldStack Resources Setup Guide ## Connecting to HubSpot Click "Connect to HubSpot" and you'll see your available HubSpot portals. Select the one which you wish to connect **bold**stack resources to. You will then be prompted to confirm the connection in the selected HubSpot portal. ![hubdb resources app step 1](https://www.boldstack.io/hubfs/boldstack-assets/images/hubdb-resources-app/hubdb-resources-step-1.png) ![hubdb resources app step 2](https://www.boldstack.io/hubfs/boldstack-assets/images/hubdb-resources-app/hubdb-resources-step-2.png) ## Getting Started with BoldStack Resources After you've connected **bold**stack resources to your HubSpot portal, you'll be sent to the resources dashboard. Here you'll see your available resource projects. Click on "Create a new resource project" to get started. ![hubdb resources app step 3](https://www.boldstack.io/hubfs/boldstack-assets/images/hubdb-resources-app/hubdb-resources-step-3.png) ## Creating a Project Enter a name for your project. Once complete, this will be the name of a HubDB table in your portal. ** Pro Tip: Only HubDB tables created with **bold**stack resources will be accessible within **bold**stack resources. ![hubdb resources app step 4](https://www.boldstack.io/hubfs/boldstack-assets/images/hubdb-resources-app/hubdb-resources-step-4.webp) ## Adding Filters Filters are used to categorize your resources and subsequently filter them in the module on your website. This is useful if you have a lot of resources and want users to get to what they're looking for quickly. Whether you have *types of resources* like eBooks, webinars, and case studies, or *topics for resources* like robots, computers, and animals, you can add them here. You'll be able to choose those types, topics, etc. for each resource you create in the next step. ![hubdb resources filter type](https://www.boldstack.io/hubfs/boldstack-assets/images/hubdb-resources-app/hubdb-resources-topic.png) ![hubdb resources filter topic](https://www.boldstack.io/hubfs/boldstack-assets/images/hubdb-resources-app/hubdb-resources-topic.png) ## Adding Resources After confirming your project's name and filters, you'll be met with your project's resources page. You can add resources by filling out the information in the sidebar on the left and clicking the "+ Add Resource Item" button, after which your resource card will appear in the main viewport. When you've added all your resources, click the "Publish" button in the upper right corner to make the HubDB table live for the module to access in the next step. ** Pro Tip: Found a typo on your card? You can always edit your resources after you add them. Just click the ** pencil icon on the card! ![hubdb resources app step 6](https://www.boldstack.io/hubfs/boldstack-assets/images/hubdb-resources-app/hubdb-resources-step-6.png) ![hubdb resources app step 7](https://www.boldstack.io/hubfs/boldstack-assets/images/hubdb-resources-app/hubdb-resources-step-7.png) ## Configuring the Module When you connected **bold**stack resources, the **bold**stack resources module was automatically added to your HubSpot portal and is available in the page editor. Simply search for "boldstack resources" to find the module and add it to the page. By default, the module is configured to best work in Flexible Column sections of page templates. If you're using a Drag & Drop template, you'll want to either remove all padding and margins from the Section and Column that the module is in, or remove padding within the module's "Base Section Settings." The **Section Header** and **Section Footer** settings allow you to add rich text content above and below the main body of the module. Link your HubDB table in the **HubDB Settings** section. You can also change the sort order, and choose a column to sort by. ** Pro Tip: "hs_id" is the default sorting column, and is how you can sort by the same order that your cards appear in the app. Remember filter groups? You can add them in the **Filter Settings**. Enter the name of your filter group and choose your UI style—radio, checkbox, or dropdown. Customize the look and feel of your module in the **Card Settings**. You'll find options for layout, colors, and hover style. ## End Result: All Ebook Case Study Infographic Video ### [Branding Guide Learn how a deliberate, and cohesive brand identity can differentiate your company from its competitors and position you as a... ![](https://www.boldstack.io/hubfs/boldstack-assets/images/resources-app-demo/bs-resources-demo-branding-guide.jpeg) Ebook](https://www.mediajunction.com/ebook/branding-guide) ### [Sales Enablement Guide Explore the evolution of today's buyers and how you can adopt an inbound sales strategy to reflect these changes. ![](https://www.boldstack.io/hubfs/boldstack-assets/images/resources-app-demo/bs-resources-demo-sales-enablement-guide.jpeg) Ebook](https://www.mediajunction.com/ebook/sales-enablement-guide) ### [HubSpot Guide Learn about the how you can leverage HubSpot's free CRM, the different marketing, sales, service, and CMS hubs. ![](https://www.boldstack.io/hubfs/boldstack-assets/images/resources-app-demo/bs-resources-demo-hubspot-guide.jpg) Ebook](https://www.mediajunction.com/ebook/what-is-hubspot) ### [Website Design Guide Learn some best practices to create an engaging website to increase conversions. ![](https://www.boldstack.io/hubfs/boldstack-assets/images/resources-app-demo/bs-resources-demo-website-design-guide.jpeg) Ebook](https://www.mediajunction.com/ebook/website-design-guide) ### [Inbound Marketing Guide Learn about how inbound marketing positions you to be a trusted resource by creating content that answers their questions, co... ![](https://www.boldstack.io/hubfs/boldstack-assets/images/resources-app-demo/bs-resources-demo-inbound-marketing-guide.jpeg) Ebook](https://www.mediajunction.com/ebook/what-is-inbound-marketing) ### Sorry! 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