Advisor Websites

Pages 15

• 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 set up a Frequently Asked Questions (FAQ) page ?
• How do I add an FAQ to my website?

See all 15 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 Periodical 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 3

• 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 ?

Website Navigation 2

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

Compliance 5

• How do I submit a piece of content to compliance ?
• How to submit your Company Profile to Compliance?
• How Do I View the approval history of a page on my website?
• What does Review, Approved, Rejected and Draft mean ?
• What is a Compliance Workflow?

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

• Getting The Right Banner Photos/Images For Your Website

Apps & Integrations 9

• 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 9 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 12

• What platform am I on ?
• How do I log into my website?
• How do I reset my password?
• How do I upload a Sitemap.xml file ?
• What is the website Setup Guide ?

See all 12 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?
• Uploading Site Map

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 do I apply an SSL certificate to my website?

Onboarding FAQ 17

• 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?
• What makes a good banner image?
• How should I get my files to your team?

See all 17 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