Support Webinar

ADVISOR WEBSITES SUPPORT WEBINAR

Learn to navigate and use your dashboard like a pro.

Presented byALEX WINGERT – Production/Support

Manager [email protected] 1-866-836-0273 ext 204

mailto:[email protected]

AGENDA

How to get supportHow to log in to your websiteDashboard OverviewCreating/Editing ContentUtilizing SEOQuestions

SUPPORT OPTIONS

Live ChatKnowledge BaseEmailPhone

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Live ChatLive Chat is the fastest way to contact our support team, and it is accessible from Advisorwebsites.com as well as from your Dashboard

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Live Chat

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Knowledge BaseAdvisor Websites has a growing knowledge base that can be accessed 2 different ways.1) http://kb.advisorwebsite.com2) In your dashboard, by

selecting the FAQ’s

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Knowledge Base

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EmailOur team is always available to answer your question via email. We can be reached at:[email protected]

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EmailOnce we receive your email, our team will get back to you with a response within 2 business days.

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PhoneYou can call our team toll-free at:1-866-638-0273 ext 211We operate between 8am-5pm PST Monday-Friday

HOW TO LOG IN TO YOUR WEBSITE

You can access your Advisor Websites Dashboard by visiting your website address and adding “/user”

Here are some examples:1. http://alexwingert.advisorwebsite.com/

user2. http://www.alexwingert.com/user

http://alexwingert.advisorwebsite.com/user

http://alexwingert.advisorwebsite.com/user

http://www.alexwingert.com/user


If you do not know yourusername and password, you can click Request new passwordand instructions will be sent toyour email address.


Insert the email address you used tosign up for the account.

WELCOME TO YOUR DASHBOARD!

VIEWING OR EDITING YOUR WEBSITE

ADDING CONTENT

ADDING CONTENT1. New Page2. New Team Member

CREATING A NEW PAGE

We use a simple WYSIWYG editor (What-you-see-is-what-you-get) to create content for the website.

ADDING A NEW PAGE TO THE NAVIGATION

Navigation


By default, new pages are not added to the menu.

To add the page to the navigation, we will have to select Primary links from the drop downlist.


You can place the new page anywhere in the menu. Simply click on the Down Arrow to place it between the pages that you want.


There you have it!

CREATING A LINK IN THE TEXT EDITOR

1. Link to a third party website: http://www.nytimes.com2. Link to a page within your website: http://alexwingert.com/contact3. Link to a PDF that you own: Alex’s Monthly Newsletter

http://www.nytimes.com/

http://alexwingert.com/contact


Third Party Link

Nytimes.com


Link to a page on your website

/contact http://alexwingert.com/contact


Link to a PDF you want on thewebsite.

MANAGING THE MENU

MANAGING THE MENU

To rearrange your menuyou can drag and dropthe menu items by grabbing the handle to the left of theitem you want to move.

MANAGING THE MENU

ADDING A TEAM MEMBER

ADDING A TEAM MEMBERThe Title that you enter for the Team Member doesn’t appear anywhere on your website. The Title, is what will appear in your content library.

*We recommend using the full name of the team member for the Title so it will be easy for you to find them in your content library.


Just like when you create apage, when you create a new team member, you are able to type in their biography into the WYSIWYG editor.

*Remember, always scroll down to the bottom of the page and save your work!

Type your text in here!


Once you have added your new team member, they will automatically appear on the same page that all your other team members are on.

CHECKING SITE STATISTICS


You can change the time frame by selecting the drop down arrow.


Top Content


Traffic Sources


Visitor Location


If you would like more in-depth statistics, we recommend that you create a freeGoogle Analytics Account.

1. You can sign up by going to http://google.com/analytics2. Once you have created the account, you will

receive a code that looks like: UA-1234567-83. Save that number.4. Visit your Advisor Websites Dashboard5. Visit the Design Tab6. Select Google Analytics from the list on the left side on the page7. Insert your Google Analytics Code and click Save!8. You will now be able to log in to your

Google Analytics Account to view more in depth site statistics

http://google.com/analytics

EDITING CONTENT

1. From the Pages and Content Tab

There are a couple different ways you can edit your content:

2. Directly on your Website

EDITING CONTENT1. From the Pages and Content Tab in your Dashboard

EDITING CONTENTFrom the Pages and Content Tab in your Dashboard

EDITING CONTENTDirectly on the Website

EDITING CONTENT

Directly on the Website

EDITING CONTENTNo matter which of the two ways you use to edit your content, you will land on this same page, with the WYSIWYG editor.

EDITING CONTENT

Once you click save at the bottom of the page, you will be able see your changes on the website.

EDITING CONTENT

Quick note on complianceIf your website is using our compliance dashboard, you will see the following at the topof the page:

When you are creating and editing content, it is in draft mode. Once you are ready to submitthe updated page to compliance, push the review button and click save at the bottom of the page

EDITING CONTENT

Quick note on tokens

When you want to edit some pages, you may see the following tokens in theWYSIWYG editor.

Do not delete or remove these tokens.

EDITING YOUR PROFILEThe Profile is where the information for the account owner is found.

•The Office Location that is entered in the Profile automatically populates your Google map on the Contact Page

•The Personal Details, Biography and Photos that is entered in the Profile automatically appears on the About page.

BONUS! UTILIZING SEO TOOLS

When you go in to edit any page on your website, you can scroll down to the bottom toinsert an Abstract, Description, and Keywords.

Abstract: Very short description of the page

Description: A longer description of the page, with a maximum length of 350 characters

Keywords: Avoid duplication of words as this will lower your search engine ranking

NEXT STEPS

Support Options

Live ChatToll Free 1-866-638-0273 ext 211Email [email protected] Base

http://kb.advisorwebsite.com

mailto:[email protected]

NEXT STEPS

Tell Us What You ThinkReview us on the internetGive us feedback on our dashboard

NEXT STEPS

Earning Free MonthsVisit the Dashboard to refer a

friend! Every time you refer a friend, you will

get a free month of service!

THE END.

Support Webinar

Technology

Transcript of Support Webinar