Using the Adviser Portal (system users)

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26 articles in this collection
Written by Dale Mooney, Aaron Coates, and Daniel Stuessy

Refer a friend

Allow your clients to invite friends or family to take the same journeys.
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Written by Dale Mooney
Updated over a week ago

Video forms

Use video forms to add interactive lead generation to your website
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Written by Dale Mooney
Updated over a week ago

Reports

You can download your client data in the form of a CSV report.
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Written by Dale Mooney
Updated over a week ago

Forms

Using forms to generate leads
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Written by Dale Mooney
Updated over a week ago

Client journey notes

Adding notes to your client journeys
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Written by Dale Mooney
Updated over a week ago

Client journey outcomes

Attaching outcomes to client journeys
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Written by Dale Mooney
Updated over a week ago

Auto archiving

Can I auto archive my journeys?
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Written by Dale Mooney
Updated over a week ago

Archiving journeys

Can I archive a client journey?
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Written by Dale Mooney
Updated over a week ago

Previewing a journey

Can i preview a video journey?
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Written by Dale Mooney
Updated over a week ago

Sending invites

Sending your client invites via Adviser Portal
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Written by Dale Mooney
Updated over a week ago

Unable to edit client

Unable to edit your client?
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Written by Dale Mooney
Updated over a week ago

Changing the default client journey email template

Updating your email templates
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Written by Dale Mooney
Updated over a week ago

Resetting password

Forgot your password? or has your client forgot their password?
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Written by Dale Mooney
Updated over a week ago

Searching your clients

How to search for your clients
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Written by Dale Mooney
Updated over a week ago

Helping a client login

How to help a client/viewer login for the first or subsequent times.
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Written by Aaron Coates
Updated over a week ago

Using the Reminders feature

The reminders feature sends automated email reminders to clients, prompting them to continue their journey.
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Written by Aaron Coates
Updated over a week ago

Getting a clients invite link

Lost your clients invite link?
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Written by Dale Mooney
Updated over a week ago

How do I download a Media Pack

Downloading videos of portal journeys to act as evidence of what's been watched. Media Packs contain all our educational videos.
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Written by Daniel Stuessy
Updated over a week ago

How do I upgrade my account?

Need more viewer journey credits or expect to soon? This article shows how to change subscription to a higher volume plan.
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Written by Aaron Coates
Updated over a week ago

How do I download a client/viewers report?

Download your viewers (client) journey report
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Written by Dale Mooney
Updated over a week ago

How do I use a test viewer?

What to do when you have created a test viewer
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Written by Dale Mooney
Updated over a week ago

Can I change a client's email address?

What to do if you notice a client's email address is wrong or needs changing
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Written by Aaron Coates
Updated over a week ago

Adding a new Viewer (client)

How to add a new client/viewer to watch your selected Adviser Portal videos.
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Written by Aaron Coates
Updated over a week ago

What happens when a completes their video journey?

A guide on what happens when a viewer/client completes all the videos in his/her selected video journey/topic
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Written by Aaron Coates
Updated over a week ago

Adding/updating a new system user

How can i add a new system user (administrator/adviser).
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Written by Aaron Coates
Updated over a week ago