Testing an Advisor portal is an important step before setting the portal live. Before you get started, make sure you have set up an Advisor Page and have created a test recipient.
How to Test an Advisor Page
- Log into Staging.
- Open the Channels module and then select Advisor Portal.
- Locate the Advisor Page you want to test.
- Click on Preview & Test.
- Select a Target Group and click on a test recipient within the Target Group.
- Click Test.
- Log in with your login for Agillic to log into the Advisor portal.
- Search for or select your test-recipient.
- Verify you see the expected content for the selected recipient.