Apps & Integrations

How do I use Advisor Websites Apps ?
Classic Platform | Force Platform | What platform am I on ? The Advisor Websites Apps section allows you to activate available integration's and built...
Thu, 16 Aug, 2018 at 1:26 PM
How do I add Google Analytics to my website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform Click on Design on the left hand menu Select Google Analytics Paste your G...
Tue, 21 Aug, 2018 at 12:44 PM
How do I use Lead Manager?
Classic Platform | Force Platform | What platform am I on ? Force Platform Select Lead Manager from the left hand menu Use the drop down menu under Sele...
Thu, 16 Aug, 2018 at 1:29 PM
How Do I Integrate MarketingPro With My Website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform In your MarketingPro dashboard click Settings, then CRM Integrations and Adv...
Tue, 21 Aug, 2018 at 12:45 PM
How Do I Integrate Redtail With My Website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform Log in to your website dashboard. Once you're in, click on the Extras t...
Thu, 16 Aug, 2018 at 1:35 PM
How Do I Integrate Riskalyze With My Website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform Click Extras on the left hand menu Click Riskalyze You can either sign up ...
Tue, 21 Aug, 2018 at 12:46 PM
How Do I Integrate Salesforce With My Website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform Click Extras on the left hand menu Click Salesforce Click the Sign up butt...
Thu, 16 Aug, 2018 at 1:37 PM
How do I integrate Hootsuite with my website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform Click Extras on the left hand menu Select Hootsuite and copy the URL/RSS li...
Tue, 21 Aug, 2018 at 12:46 PM
What is CoPilot and how does it work?
Classic Platform | Force Platform | What platform am I on ? Classic Platform CoPilot is a lead capture product that appears on your website as a live ch...
Thu, 16 Aug, 2018 at 1:43 PM