ℹ️ This article is specific to the legacyAgillic Content Designer. Information provided may not apply to the New Agillic Content Designer. If your solution has 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 with a user Menu Item.
- 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 user Menu Item for 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.
A results page with a questionnaire to the left and a custom application to the right
How to Create the Search Page
- Create a custom application to show or search for recipients. When a specific recipient is found, go to the User Menu Item for the results page.
- Create an Advisor page with a user Menu Item.
- Insert the custom application on the page.
- Click the 'Save' button.
A search page with two different custom applications
How to Create the Login Page
- Create a new Advisor Page behind an "Anonymous" menu item.
- 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 user Menu Item for the 'Search' page.
- Save the page.
The Advisor Portal is now configured.
A login page with the standard login application