Notifications

Adding Notifications

We recognise that your website is an important tool to help communicate clearly to your customers. With this in mind, we’ve put together a concise, easy to follow guide to outline how you may add additional information to your website should you wish.

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

Adding Text to Homepage Content

The easiest and most straightforward approach (which a lot of other Adviser Portal customers are already taking) is to update the existing text on your website’s homepage.

1. Log in to YOUR website
2. Navigate to the home page with the block that you wish to edit
3. Hover your mouse over the Edit link in the editing toolbar at the top of the site
4. In the dropdown click on Edit this Page
5. Locate and click the block on the page
6. From the options select Edit
7. Add the necessary text as necessary
8. Once you have finished click Save at the bottom of the window
9. To make these changes permanent you will need to hover your mouse over the Editing button in the editing toolbar at the top of the site and click Publish My Edits.

Alternatively, you may consider using a more advanced ‘block’, see below.

Add a Notification Block

Adviser Portals have developed a purpose built ‘block’ that allows you to add small form content to your website. This is only suitable for adding a short passage of informative text.

You can see an example of this block here.

If you wish to use this block, please email hello@adviserportals.co.uk and ask us to install this on your website. You can then log in to your website and follow the guide below.

1. Log in to YOUR website
2. Navigate to the home page
3. Hover your mouse over the Edit link in the editing toolbar at the top of the site
4. In the dropdown click on Edit this Page
5. You will now be presented with the various Areas in which you can place your content. Areas are clearly marked with a thin dotted line
6. Click on the desired area and choose Add Block
7. From the list choose the Notification block type (you may need to scroll down to see this in the list)
8. Add your text to the Text box
9. Select your desired text and background Colours
10. Select the Positioning of this block
11. Decide whether you want this block to be Dismissible i.e. allow the user to clear from the screen
12. Once you have finished click Add at the bottom of the window
13. This will temporarily add the block to the page, to make this permanent you will need to publish your edits
14. Hover your mouse over the Editing button in the editing toolbar at the top of the site and click Publish My Edits.

If you have any questions in regards to this guide, please email us hello@adviserportals.co.uk