Knowledge Base Adviserly For Administrators Setup and Implementation

            Setting up the Contact Us Adviser Plugin


            You do NOT need access to the client's Adviserly Admin Console to obtain the plugin code.

            Copy the code block from this article and set the APP_ID manually. Follow the rest of the instructions below

            The "Contact Us Adviser Plugin" is designed to replace your existing default contact form with an interactive adviser enabled app that humanizes your Contact Us page and gives your customers more context and confidence, which improves form completion rates.

            1. This plugin loads asynchronously, meaning independently of the web-page. Page load time will not be impacted negatively

            The section outlined in red below is the rendered plugin. The Phone Address and Hours information in this example page is part of the native contact us page.

            Contact Us Adviser Plugin

            Enabling the Plugin

            As of the time of writing (Apr 8, 2019), by default this plugin is enabled and available for all accounts on all pricing plans.

            Determining where the plugin will render in your page layout

            We see a number of varying page layouts with the most common website platforms. Yours may be similar to one of the following examples below
            Example 1
            Example 2
            Example 3

            The Contact Us Adviser Plugin creates it's own <div> element that will automatically render to 100% of it's containing parent element.  It is possible to create a wide variety of layouts, however, for the best aesthetic, we recommend the following layout

            Recommended Layout

            Get the Plugin Code

            1. Sign in to your Adviserly account
            2. Click Team Sites in the top bar

            1. Click the Team Site link of the team you are working with

            1. Click Plugins in the left navigation menu

            1. Copy the HTML/Script block to your clipboard

            1. Alternatively, if you do not have access to your Admin Console, you may copy the HTML/Script block below. This code however does NOT have the appId automatically set and must be set manually. 
            2. The appId is the domain name without any TLD designation. In other words, only this portion of the domain:  yourdomain
            3. Place the appId in the HTML/Script block where it says "place_appId_here"

            1. <div id='adviserly-plugin-contact-us'></div>
            2. <script type="text/javascript">
            3.     var AdviserlyPluginConfig = {
            4.         'appId': 'place_appId_here'
            5.     };
            6.     (function (doc, script, js, fjs) {
            7.         js = doc.createElement(script);
            8.         js.src = '';
            9.         fjs = doc.getElementsByTagName(script)[0];
            10.         fjs.parentNode.insertBefore(js, fjs);
            11.         js.onload = js.onreadystatechange = function () {
            12.             var rs = this.readyState;
            13.             if (rs && rs != 'complete' && rs != 'loaded') return;
            14.             window.setTimeout(function () {
            15.                 try { Adviserly.Plugins.load(AdviserlyPluginConfig); } catch (e) { }
            16.             }, 100);
            17.         };
            18.     }(document, 'script'));
            19. </script>

            Implement the Plugin Code in Your Contact Us Page

            1. With the plugin code now copied to your clipboard, you're ready to paste it into your webpage.
            2. In the sourcecode, locate the sections where you would like the plugin to render
            3. Paste the HTML/Script block in between the sections

            Chrome Developer Tools (Zoomed)

            1. Save and publish your webpage
            2. View the webpage in the browser (refresh if needed) to see the plugin


            1. Plugin security limits it to rendering on webpages matching the appId (or domain) with an active account. If you are working with a development URL, please contact your account manager to have the development URL added to your account.

            The Contact Us Adviser Plugin should now be operating on your webpage

            Updated: 31 Aug 2019 02:29 AM
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