Agency Portal
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      How to add the Agency Portal to your Website

      Discover how easy it is to link your Agency Portal into your website.

      Ensuring easy access to your 'Agency Portal' directly from your website is essential. It guarantees that agents can always access your programs and pricing promotions 24/7, from any location around the globe.

      In this article...

      How to link the Agency Portal to your website

      The Agency Portal is essentially an online software, accessible via a URL.

      💡 Remember, you can always find the link to your Agency Portal in the Agency Portal section in the left-side menu of your Edvisor Distribute account. Here's how to find it. 

      The most effective way to integrate it into your website is by creating a standout call to action specifically for agents. You might label this as 'Agency Portal', 'Agency Resources', 'Education Agents'...

      Then, simply connect this call to action with your Agency Portal URL.

      Where in your website should you place it?

      Visibility is key:

      • Main Menu: Consider incorporating it into your main navigation menu for prime positioning.
      • Top Bar: If your website features a top bar above the menu, this is another excellent spot for easy and immediate access.
      • Add it to your Footer: Include the Agency Portal in your website’s footer to ensure it's accessible 24/7. Alternatively, a 'Quick Links' section within or adjacent to the main footer can also provide a direct route to the agency portal.

      This is our recommendation, but it ultimately depends on your website's design and strategy. The more visible the Agency Portal link is, the better.

      Adding Your Agency Portal to Your WordPress Menu

      Is your website powered by WordPress? Here's how you can easily link your Agency Portal to your site's menu:

      • Log into your WordPress Admin Panel and go to "Appearance," then click on "Menus."

      • In the "Menus" section, find "Custom Links". Here, input the URL for your Agency Portal along with the call-to-action (CTA) text you want to appear in your site's menu.

      • After entering the details, click "Add to Menu" to incorporate this new link into your main menu. 

      • Don't forget to save your changes!


      Additionally, you have the option to customize the appearance of your Agency Portal link on your menu. Whether you prefer it as a standout button or wish to highlight it with a distinctive color, these customizations depend on your WordPress theme's capabilities.

      Consult with the person who manages your website to implement these tailored adjustments effectively.