Advisor Websites

Pages 19

• How do I create a new page?
• How do I edit an inside page on my website?
• How do I create a new Products & Services item?
• How do I add an FAQ to my website?
• How do I create a password protected page?

See all 19 articles

Blogs 6

• How do I set up a Blog Page on my website?
• How do I add a teaser break to a blog post?
• How do I create a new Blog Post?
• What is the Content Library and how do I use it?
• How do I add a Video from the Periodical Content Library?

See all 6 articles

Team Members 3

• How do I add a new team member to my website?
• How do I update an existing team member's profile ?
• How Do I Reorder Team Members on My Website?

Forms 4

• How do I build a form on my website?
• How do I set up a Lead Capture or Landing Page on my website?
• How do I create a poll on my website ?
• What options do I have if I want to add forms on my website?

Website Navigation 2

• How do I update my main Menu?
• How do I create a drop down menu ?

Compliance 4

• How do I submit a piece of content to compliance ?
• How to submit your Company Profile to Compliance?
• What is a Compliance Workflow?
• How Do I Check The Compliance Status Of An Item

Events 1

• How do I create/edit an Event?

Tutorials 8

• How do I add/update my logo ?
• How do I change the layout of my website?
• How do I create a button on my website?
• How do I update my websites Primary and Secondary colors?
• How do I update the font styles on my website ?

See all 8 articles

Design Tips 1

• What makes a good banner image?

Apps & Integrations 10

• How do I use Advisor Websites Apps ?
• How do I add Google Analytics to my website?
• How do I use Lead Manager?
• How Do I Integrate MarketingPro With My Website?
• How Do I Integrate Redtail With My Website?

See all 10 articles

Social Media 2

• How do I link my Social Media accounts to My Website?
• How Do I Add Social Media Share Buttons to My Website?

Frequently Asked Questions 23

• What platform am I on ?
• How do I log into my website?
• How do I reset my password?
• What is the website Setup Guide ?
• How do I complete the Company profile and why is it important?

See all 23 articles

Billing Administration 3

• How do I update my Credit Card ?
• How do I pay my invoice?
• How do I cancel my website?

Search Engine Optimization 3

• Search Engine Optimization FAQ
• Basic Page SEO: How do I add Keywords, Meta Descriptions and update the Page Title to my website pages?
• How do I upload a Sitemap.xml file ?

Useful Information 5

• Comprehensive overview of your website dashboard
• Quick Guide To The Support Portal
• Book a Call With Our Support Team
• What does WYSIWYG mean?
• How To Create A Support Portal Account

Onboarding FAQ 16

• How long will it take for my website to be built?
• What is the best way to communicate with the Onboarding Team?
• Who is working on my website?
• How should I get my files to your team?
• What is the Website Checklist?

See all 16 articles

Case Studies 3

• How Joey Advisor Increased Traffic to His Blog
• How Coordinating Christina Gained 200% More Leads
• How Marketing Matt Gave His Website a Major Content Boost

Client Personas 3

• Joey Advisor
• Coordinating Christina
• Marketing Matt