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: Testing an Advisor Portal.
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.