ℹ️ This article is specific to the New Agillic Content Designer. Information provided may not apply to previous versions of the Agillic Content Designer. If your solution hasn't been migrated to Agillic New Content Designer, please refer to this other article: Setting up an Advisor Portal
If you'd like to set up a webpage where users can see and edit recipient data without having Agillic credentials, you should set up an Advisor Portal. They're often used so someone in a different department, like customer service, for example, can access recipient data without being an Agillic configurator.
There are a number of pages involved in setting up an Advisor Portal. The login application is a standard application you can set up through Agillic. However, you will need at least one custom application to set up an Advisor Portal. Custom applications can be developed by your developer, partner or as a Professional Services Task by Agillic. You can read more about applications in our Developers Documentation.
Pages in an Advisor Portal
While the specific pages in an Advisor portal may vary, a basic portal includes three Advisor pages:
- Login - an anonymous page where an agent can log in.
- Search - a user page where the agent can search or select a recipient to look at.
- Results - a user page where the agent can see configured content based on a specific recipient.
How to Create an Advisor Portal
As with any portal configuration, we recommend working 'backwards' and starting with the results page.
How to Create the Results Page
- Create an Advisor page under the 'Known visitors' page type
- Configure the Advisor page to show content for the recipient to the agent.
- Click the 'Save' button.
This configuration could be:
- A questionnaire like My Profile where the agent can change contact information and permissions. You can have the questionnaire link back to the 'Result' page to reload the page when saving.
- Merging data to show data like Person Data, One-to-Many data, or Lookup data.
- Custom applications to show other activities like email history.
- Promotions or other types of Content Blocks.
How to Create the Search Page
- Create a custom application to show or search for recipients.
- Create an Advisor page under the 'Known Visitors' page type.
- Insert the custom application on the page.
- Click the Save' button.
How to Create the Login Page
- Create an Advisor page under the 'Unknown Visitors" page type.
- Insert the standard application login on the page.
- Configure the login application to Login to be used for the Advisor.
- Set the Menu Item field to the Unknown Visitors page for the Search page.
- Save the page.
The Advisor Portal is now configured.