Knowledge Base Adviserly For Administrators Setup and Implementation

            Setting up the SRP-DP 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 SRP/DP Adviser Plugin is designed to bring your Advisers into your Product Search Results and Detail pages, hence the name "SRP/DP", short for "Search Results Page / Detail Pages".

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

            SRP/DP Adviser Plugin

            Enabling the Plugin

            As of the time of writing (May 6, 2019), by default this plugin is enabled and available for all accounts on all pricing plans.

            Rendering the Plugin

            The plugin supports the common page layouts and element widths used for product search results pages and will maintain it's state as users navigate between search results and detail pages.

            Here are a couple of examples:

            Search Result Page:  Four Column Layout

            Search Results Page: One Column Layout

            Detail Page: One Column 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
            3. Place the appId in the HTML/Script block where it says "YOUR_APP_ID_HERE"

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

            Implement the Plugin Code in Your Website

            1. With the plugin code now copied to your clipboard, you're ready to paste it into your web-page.
            2. In the source code, locate the sections where you would like the plugin to render
            3. Paste the Script block in the head or body, the plugin will load asynchronously.

            NOTE:   Plugin security limits it to rendering on web-pages 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.

            Save and publish your web-page

            View the web-page in the browser (refresh if needed) to see the plugin

            The SRP/DP Adviser Plugin should now be operating on your webpage(s)

            Updated: 31 Aug 2019 02:30 AM
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