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How Do I Integrate Riskalyze With My Website?

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If you have a Riskalyze account, we now offer the option to integrate it with your website. Here's how:

To learn more about what the Riskalyze integration is and what the benefits of it are, click here.

STEP 1: Log in to your website dashboard (if you don't know how to do that, click here) and click on the Extras tab, then click on the Riskalyze icon on this page.

 

STEP 2: You can either sign up for a new Riskalyze account by clicking either of the SIGN UP buttons (depending on which account you'd like), or you can click Login to your current account if you already have an existing account.

If you sign up for a new account, your information will be automatically populated with what you've submitted to us. From there you can go back to the Riskalyze page in the dashboard and proceed with Login to your current account

You'll then be taken to the Riskalyze login page. Once you've logged in, you'll see a Yes, I authorize this request button which is the final step for linking your website with your Riskalyze account. Click on this to proceed.

 

STEP 3: Once you've authorized the integration, you'll find yourself back on the Riskalyze dashboard page. You can set the Select the questionnaire field with the desired questionnaire and the Button text field with the desired text to be displayed for your Riskalyze button. Finally, click the Save button at the top right.

 

STEP 4: The last step is to submit a support ticket to let us know that you've integrated Riskalyze and would like it displayed on your website. Just let us know where you want it on the website and we'll set up the rest for you. Here's the link for submitting a support ticket: https://support.advisorwebsites.com/anonymous_requests/new.

 

If you have any more questions, feel free to submit a support request here.

 

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