How to Test an Advisor Portal
- Log into Staging.
- Locate the Advisor Portal you want to test.
- Publish your changes to Staging.
- Locate an ID of a test-recipient you want to test with.
- Open the 'Test' tab in the Properties sidebar and insert the Recipient ID.
- Click Preview.
- 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.
You have now tested the Advisor portal.
A 'Result' page ready to be tested with a test recipient