Interactive Tutorials


Step-by-Step Tutorials

Updating a Homepage Meta Tag

1. Go to the Advisor Websites dashboard

2. Click on the dropdown arrow in the top right

Click on the Dropdown Arrow

3. Click on Site Settings

Click on Site Settings

4. Click on Homepage Metatag

Click on Homepage Metatag

5. Click on Page title (Default: Home | Business name)

Click on Page title (Default: Home | Business name)

Updating Meta Tags on Pages

1. Go to the Advisor Websites Dashboard

2. Click on My Content

Click on My Content

3. Find the content you'd like to update, click on Edit

Find the content you'd like to update, click on Edit

4. Scroll down and select Meta tags from the bottom legend

Scroll down and select Meta tags from the bottom legend

5. Remove the current token, add your new Page Title

Ensure the page title is 60 characters or less

Remove the current token, add your new Page Title

6. Remove the current token, add your new Page Description

Ensure the Page Description is between 150-160 characters

Remove the current token, add your new Page Description