Adding Testimonials

Add Testimonials to your Adviser Portals’ website to show prospective clients what your current customers think of your services.

There is a ‘Testimonials’ block that makes adding testimonials to your site quick and easy. If you find that this block is currently not available on your website then please contact us and we can add at no further cost.

To add testimonials, log in to your site with the ‘siteadmin’ details received in your ‘Welcome Email’.

1. Navigate to the page you wish to add a testimonial to
2. Hover your mouse over the Edit link in the editing toolbar at the top of the site
3. In the dropdown click on Edit this Page
4. You will now be presented with the various Areas in which you can place your document. Areas are clearly marked with a thin dotted line
5. Click on the desired area and choose Add Block
6. From the list choose the Testimonials block type
7. Add a Testimonial and Author
8. You can also add an image that will represent your testimonial. This is optional.
9. Once you have finished click Add at the bottom of the window
10. This will temporarily add the block to the page, to make this permanent you will need to publish your edits
11. Hover your mouse over the Editing button in the editing toolbar at the top of the site and click Publish My Edits.