Log In and Link your E-mail Account
To get started with Harbor, you’ll need to log into the dashboard, and link up your E-mail Account
Step 1: Login to the Advisor Dashboard
Navigate to the Advisor Login page, and use the credentials provided in your onboarding e-mail (Link to Advisor Login Page)
This Dashboard is where you will return to invite new prospects, review Health Quiz results, and approve new campaigns.
Step 2: Link Your E-mail Account
In order to use Harbor’s e-mail functionality (auto-detecting new inbound leads, sending nurture campaigns), you will need to link your e-mail account.
Click the “Link Your Email Now” button on the Dashboard
If your email provider is Gmail or Microsoft Exchange, you will be able to use your regular e-mail login credentials to sign in.
Otherwise, you will need to provide IMAP/SMTP settings (Guide: How to Find your IMAP settings)
If you encounter difficulties contact support at firstname.lastname@example.org
Review Prebuilt Campaigns
Once you link your email account, you’ll have full access to Harbor’s library of compliance-approved content campaigns for nurturing, and converting your prospects.
Step 1. Review Campaigns Available to You
Click here to review all the available campaigns and templates. Click on any campaign to review the messages inside of them.
Campaigns are grouped according to the “Lifecycle Stage” of the prospect
Direct Invitation - Nurture prospects whose information you have collected from other sources (Workshops, Mailing Lists etc…)
Pre-Quiz Completion - Long-term nurture campaign
Post-Quiz Completion - Convert clients who have completed the Health Quiz but not yet scheduled a consultation.
Step 2. Reviewing/Editing Individual Messages
IMPORTANT NOTICE: Before sending a campaign to any potential client, you should review all message templates in that campaign to ensure they are suitable for your audience.
Every campaign contains one or more messages.
Click “Edit Template” to review any individual message and make edits as necessary.
Step 3. Adding/Removing/Re-Ordering Messages
In addition to editing messages, you can change the structure of the campaign by adding, removing, or re-ordering messages:
Add New Messages - You can add both Email and Text messages
Remove a Message - Messages cannot be restored once removed
Re-Order Messages - Move a message to another position
Set a Follow-Up Campaign - Automatically enroll user in another campaign once current campaign runs out of messages
Step 4. Send Out a Test Invitation
Once you’re happy with your campaigns, go ahead and test it out by an invitation campaign to yourself:
Access the Invite Prospect page by clicking on “Invite” on the dashboad (click here to go directly)
Input Prospect Details - Add as many prospects as you like. Only email is mandatory, but if you don’t include First Name or Phone Number, certain features may not work properly
Select the Campaign - When inviting new prospects using this menu, only “Direct Invitation” campaigns are be available.
Personalize Message - You can personalize the message before sending it out, but these changes will only apply to the current recipients.
Adding the Financial Health Widget to Your Site
This “Financial Health Widget” is a quick and easy way to add a floating “Call to Action” on your website that links directly to your Planning Discovery quiz. Start converting your web traffic with the widget
The Financial Health Widget
It floats at the bottom of the user’s screen, like it does on this page. Your widget will automatically adjust to match your firm’s colors, and link directly to your instance of the Financial Health Quiz.
How to Install it
You need to insert your Code Snippet into the "Header" or "Footer" of your page. If you’ve installed Google Analytics, or a Facebook "Pixel," you’ve already done something very similar.
Your Code Snippet
Replace "your-instance-name" in the code snippet above with the link to the quiz we provide eg. "xyzadvising"
Navigate to the “Code Insertion” page of your website (see below for links specific instructions for the most common website platforms)
Paste your Code Snippet into the box—it should look something like this.
Once you’ve saved the page, that’s it! Your widget is live.
Still Not Sure How to Insert Scripts?
If you have a professional managing your website
Ask them to do this for you--it's a routine operation that should take 30 seconds
If you use a DIY website platform
Click below for platform-specific instructions for how to insert scripts:
Either header or footer inject will work fine.
If you aren't sure how to proceed, or your platform is not listed
Automated Follow-Up that will Wait for You to Call
Do you prefer to call leads before sending them e-mail follow-ups? By using the automated delay feature, you can do that without having to remember manually approve each lead after you’ve tried to call them first.
The Assistant will wait for you to call a paid leads first, and if you successfully contact the lead on the phone, all automated follow up is paused. Only if you aren’t able to get through, it will automatically start the follow-up campaign.
Watch the video to learn more!
Want to learn more about Harbor’s tools to automate how you handle leads from WiserAdvisor, SmartVestor, ELP or even your own website?