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: Testing an Advisor Page
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 Portal and have created a test recipient.
How to Test an Advisor Portal
- Log into Staging.
- Open the Channels module and then select 'Advisor Portal'.
- 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