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How Do I Add/Edit a Testimonial to My Website?


The Advisor Websites dashboard has a feature that enables you to add testimonials to your website. Once testimonial entries are added, they can be displayed in a list view on a page. Here is a tutorial on how to add testimonials to your website: 

STEP 1: Log in to your website dashboard (if you don't know how to do that, click here) and click on the Content tab to the left.

STEP 2: Select Testimonials from the sub-menu. 

STEP 3: You'll see any existing testimonials on this page. You can either edit an existing testimonial by selecting the corresponding Edit to the right of it, or you can create a New Testimonial by selecting New Testimonial at the top right.

STEP 4: You can populate the Title field and the Testimonial field with the corresponding information. Finally, you can click Publish at the top right corner.


Editing an Existing Testimonial

STEP 1: If you've clicked Edit on an existing Testimonial, the edit screen will be brought up with the existing content populating the Title and Testimonial field. Once you're done modifying the content, click the Publish button at the top right.


Rearange an Existing Testimonials

STEP 1: You can reorder testimonials by clicking and holding the four-way arrow to the left of a testimonial and dragging them into the desired order. Once the order is correct, click the Save Order button to the top right.

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

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