Member FAQ s and How To s

Transcription

1 Page 1

2 LOGIN... 3 FIRST STEPS... 4 RESOURCE LIBRARY... 5 LESSONS... 5 FORUM... 8 NEWSLETTER... 8 WEEKLY MARKET COMMENTARY... 9 CONTACTS (OR GROUPS) SOCIAL MEDIA CONTENT WEBSITE PRESENTATIONS COMPLIANCE LINK INBOX METRICS USERS DAILY DIGEST Page 2

3 Member FAQ s and How To s LOGIN 1. Where do I login (Peak Advisor Alliance members and team members members)? )? a. Go to and click on the Member Login tab. Once there, click on the Digital Fortress button, and enter yo your login information. information 2. What if I forgot my password? a. Click on Forgot Password? and an will be sent to your address on record with a link to reset your password. Page 3

4 FIRST STEPS a. First time you login, the set-up wizard will take you through the needed information to get started (name, address, logo, etc.). i. If the wizard doesn t come up, do the following to populate content with your personal brand and firm information. ii. One of the first things you should do when beginning Digital Fortress is to set up your account profile. iii. To do this, simply go to your name in the top, right-hand corner of your screen and select Profile from the dropdown menu. iv. Within this section, you are able to insert your contact information, your image, firm logo, company locations, B/D disclosure, and social media links. All of this information will be stitched into various pieces of automated content within Digital Fortress, allowing you to easily manage your outgoing content. b. Go to Lessons and start the first lesson on the Recommended page called Getting Started with Peak Advisor Alliance (Operations) then Identifying What You Value Most (Blueprinting). Page 4

5 RESOURCE LIBRARY 1. How do I find and download documents? a. Click on Resources in the main navigation bar or click on Find a Tool in the main dashboard. b. Search for a document by typing in a keyword in the search field or click on the Category and/or Type boxes to filter results. c. Click on the document to see a brief description of the tool or click on Download to immediately download to your desktop. LESSONS 1. What are Lessons? Page 5

6 a. Lessons are a series of Peak-based concepts that advisors can work through to accomplish a certain objective. Each lesson has 8 main components: i. A brief summary giving the user an overview of what the lesson can help them accomplish. ii. A Why video explaining the importance and value behind this particular concept. iii. Training videos, or the How videos, designed to walk you through the main stepss of a particular lesson and explain in more depth how to complete each step. iv. Interactivee goals meant to keep you on track and hold you accountable for each milestone in a lesson. v. Quickstartt Guides equipped with the detail needed to help an advisor s team fully incorporate the concept into their practice. vi. Let s Do It! section loaded with the Peak material you need to accomplish each milestone most effectively. vii. Speak Peak bubble giving you Peak terminology that may be useful to each particular lesson. viii. Related Lessons guiding you to other recommended lessons. 2. How do I start a lesson? a. Click on Lessons in the main navigation bar, click on the Topics tab, and choose a category related to the type of lesson you d like to work on. You can also click on the Recommended tab to show you the standard Peak Advisor Alliance path. Or, as a third option, go to the Recommended tab and, at the bottom, click on Customize Your Learning Profile. Use the slider to adjust and personalize the type of lessons you want shown or want to focus on. Page 6

7 b. Once inside the lesson you want to work on, click on the Start Lesson button below the video thumbnail. Once clicked, the lesson will reveal the Goals and Let s Do It items necessary to complete the lesson. 3. How do I continue a lesson where I left off? a. Click on Lessons in the main navigation bar and click on the Active tab. This section will give you a list of all lessons you are currently working on. Hover over (or if using an ipad, tap on) the lesson you want to resume, click Continue, and resume your work. 4. Can I be reminded of action items due in my lessons? a. Yes, Digital Fortress will send you a weekly digest giving you a rundown of all outstanding items that are due in every active lesson, as well as communicate what action items are coming close to being due. Page 7

8 FORUM 1. How can I post something to the Forum? a. Click on Forum in the main navigation bar, or click the Join the Discussion button on the main dashboard under Community Forum. b. Once inside this section, go to the right-hand column, click on the Start a Conversation field, fill in the title and detail as needed, assign a category to your topic, and even choose a file to share, if relevant. Then, click on Post. NEWSLETTER 1. How do I schedule or send a newsletter? a. Click on Newsletter in the main navigation bar or click the browse newsletters link on the main dashboard under Commentary & Newsletter. b. Once in this section, you can browse all newsletters and click Send As Newsletter on the one you d like to send to a particular group of contacts. Page 8

9 WEEKLY MARKET COMMENTARY 1. How can I send the Weekly Market Commentary through Digital Fortress? a. Click on Newsletter in the main navigation bar and click on the Commentary tab on the left-hand side. Here you will see the available commentary relevant to you. b. Click the box to subscribe and have the commentary sent out automatically every Monday, or, keep the box unchecked, select a group of contacts by clicking on the gear graphic on the right-hand side, and then click Send to Group. Page 9

10 2. What does the Weekly Market Commentary look like? Page 10

11 CONTACTS (OR GROUPS) 1. How can I add contacts or a group to Digital Fortress? a. For Commentary & Newsletters, you can send to a list of your clients via . Click on Newsletters in the main navigation bar, click on Contacts on the left- hand column, and click on the Add Contact button. b. Here you can either add an individual contact one by one or upload a group via a CSV file. Once the file is selected, click upload, and determine if you d like to: Append add new people to your contact list Replace remove everyone currently on contact list and create a new contact list Update change addresses, add new contacts to list, and remove those not on the new contact list. Page 11

12 SOCIAL MEDIA 1. How can I set-up a social media profile/company page? a. First, go to Twitter.com, LinkedIn.com, and Facebook.com to create accounts for your firm. b. Then, once accounts are established, go to Digital Fortress, click on Social in the main navigation bar. c. Once there, click on Connect Social Sites in the left-hand column, and add each of your respectivee social media profiles by clicking on the links Add Twitter Profile, Add Facebook Profile, and Add LinkedIn Profile. d. For further guidance on setting up a social media profile page, go to your username at the top, right-hand corner of your page, and select Help on the dropdown menu. Here you will find several videos designed to walk you through how to set up and establish your social media presence. 2. How do I share social media content in Digital Fortress? a. Click on Social in the main navigation bar and browse the various articles and videos available for you to share. b. Once you decide on a piece to share, click on the Share link and you ll be taken to a preview window showcasing your post. c. Confirm your decision and move on to the next piece. 3. How can I schedule my social media content in Digital Fortress? a. Click on Social in the main navigation bar and click on the Settings tab in the left-hand column. b. Here you have the ability to select each day of the week you want content to be shared via your social networks. Page 12

13 c. You ll also see icons for your website and app if content is being shared via those mediums. CONTENT 1. How can I customize the content I want shared through Digital Fortress? a. Go to your username at the top, right-hand corner of your screen, and select Content from the dropdown menu. b. Here you will see Your Current Shuffle outlining the content you have scheduled in the days ahead. c. If you scroll down to the mix slider, you can adjust the type of content you want to be more prevalent in your shuffle by sliding the bars in each category to the left or right. d. Once changes are made, you ll see the shuffle adjust to your changes in real time. e. If you want to mix it up without much effort, just click on the Shuffle button on the far right-hand side of the screen. Page 13

14 WEBSITE 1. How can I use Digital Fortress to manage my website (if a Basic subscriber)? subscriber) a. Click lick on Website in the main navigation bar or click the edit website link within hin the Website box on the main dashboard. b. Once in the Website ebsite section, use the Design tab to change your website s color scheme or overall layout theme. c. Customize your own masthead, widgets, and rotators by selecting any of these tabs along thee left left-hand side of your screen. 2. How can I post a new blog to my website through Digital Fortress? Page 14

15 a. Click on Website in the main navigation bar, click on the Blog tab on the left- Library. THIS hand side of the screen, and click on Add Post. b. To access Peak s blog posts, go to Edit Posts and then Add From IS WHERE PEAK S GHOST-WRITTEN MATERIALS ARE HOUSED. i. If you are with LPL only, Peak will still obtain compliance approval numbers so the articles can be set up to be posted automatically. 1. Under Website, go to Settings and, at the bottom of the page, make sure Auto-publish Blog Posts box titled Digital Fortress is checked. The daily digest will contain notification the article was added to the website. PRESENTATIONS 1. How can I personalize a presentation with my brand? Page 15

16 a. Click on Presentations in the main navigation bar and browse several of our pre-developed presentations. b. Click on the title of the presentation to preview slides and accesss the relevant documents to each piece. Once you ve decided on a piece, your brand is automatically stitched into the presentation within the PDF document in the Download Center. c. You also have the ability to delete slides or move them around within the presentation using the Edit button. d. To view the editedd version, go to My Presentation and click on Edit to get the PDF version of the presentation you have created. COMPLIANCE LINK 2. What is the Compliance link for? Page 16

17 a. If a number is shown next to the Compliance link in the top right-hand corner of the screen, you have materials that need to be reviewed by compliance. Manual or automatic submission to compliance is dependent upon your broker/dealer affiliation. INBOX 1. What s the Inbox for? a. The Inbox is a place for advisors to go to see if anyone has reached out to them via their website or social media profiles. b. People who use the online forms on your website or newsletterss will show up in this Inbox. METRICS 1. Can I measure and analyze my content to see what s popular? a. Yes, any Digital Fortress user can go to their name at the top, right-hand corner of the screen and select Metrics from the dropdown menu. b. Here the user willl be able to see a glimpse into their social media profiles, their website, and their newsletters. c. Get total number of visitors, page views, and more in-depth Google Analytics information to seee what you need to do to increase your online footprint. Page 17

18 USERS 1. Can I set up more than one user per account within Digital Fortress? a. Yes, if you have additional team members who you would like to allow access to Digital Fortress, you can login, go to your profile name in the top, right-hand corner of the dashboard, and select users from the dropdown menu. b. Allowing access to all sections is recommended, and checking the Allow notification so reminders about Lessons and new materials added (to name a few) will be sent to the team member. DAILY DIGEST 1. Do I get notified when new content is added to Digital Fortress? a. Yes, Digital Fortress will send you an notification: i. If a new piece of content is added, it will show up in the New & Timely section of your main dashboard. ii. You ll also receive a daily digest giving you a list of all new items added and the day s activity on your account. 2. What if I don t want to be notified of my daily activity from Digital Fortress? a. Login, go to your name at the top, right-hand corner of the dashboard, and select Settings from the dropdown. b. Here you can uncheck the box for Notifications. Page 18