A Post-Launch Resource Guide

How to get the most out of ActiveAgency

There's a reason we call it ActiveAgency. 🚀

How to get the most out of ActiveAgency

Updates and Additions

Your ActiveAgency website is built on the rock-solid WordPress publishing platform. As a result, you have extensive access to make changes to your website at anytime.

Step-By-Step Guides

Explore the following guides to see detailed screenshots and steps for updating your ActiveAgency website.

How to update pages

1. Log in to ActiveAgency. To do that, add wp-admin to the end of your website address, like this:

https://your-website-address.com/wp-admin

If you don’t remember your account details, click Lost your password? Or, contact us.

Making updates and additions to your ActiveAgency website - Login

2. Click All Pages in the left menu and click Edit on the page you’d like to update in the listing.

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NOTE: You can also visit your website, navigate to the desired page and click Edit in the top bar.

3. Make the desired updates using the editing tools available. Use the pencil icon to edit existing content.

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4. Update the content as you’d like. Save changes and then click Update to publish your updates.

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How to update the blog

1. Log in to ActiveAgency. To do that, add wp-admin to the end of your website address, like this:

https://your-website-address.com/wp-admin

If you don’t remember your account details, click Lost your password? Or, contact us.

Making updates and additions to your ActiveAgency website - Login

2. Click Add New in the left menu and enter your blog title and content. Set featured image, as desired.

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3. If desired, choose the featured image for the post. Use the same size across all of your blog posts.

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4. Click Set featured image to attach the featured image to your blog post.

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5. Review everything and click Publish to save your changes and post the blog article.

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How to update team members

1. Log in to ActiveAgency. To do that, add wp-admin to the end of your website address, like this:

https://your-website-address.com/wp-admin

If you don’t remember your account details, click Lost your password? Or, contact us.

Making updates and additions to your ActiveAgency website - Login

2. Click Add New in the left menu and enter the team member information.

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Most fields are self explanatory. Here are the more unique ones:

  • Hello Producer Tag
    This is the “tag” the team member can use to personalize your website with his/her contact information.
  • Department / Location
    Be consistent with these since they are often used to categorize team members on your website.
  • LinkedIn Profile Address
    Enter the link to the team member’s LinkedIn profile page.
  • vCard
    This isn’t used much anymore, but you can upload a vCard for website visitors to download.
  • Notes
    This is shown next to the team member on your website.
  • Featured
    This setting is used to tell ActiveAgency how to display the team member on your website.
  • Hidden
    If you want Hello Producer functionality but don’t want to show the team member on the website, select Yes.
  • Text Area
    If you’d like the team member to have a bio, enter it here.

3. If desired, click All Team Members in the left menu and drag-and-drop to order team members.

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How to update carriers

1. Log in to ActiveAgency. To do that, add wp-admin to the end of your website address, like this:

https://your-website-address.com/wp-admin

If you don’t remember your account details, click Lost your password? Or, contact us.

Making updates and additions to your ActiveAgency website - Login

2. Click Add New in the left menu and enter the carrier information.

Making updates and additions to your ActiveAgency website - Carriers - 1

Most fields are self explanatory. Here are the more unique ones:

  • Carrier Type / Location
    Be consistent with these since they are often used to categorize carriers on your website.
  • Notes
    This is shown next to the carrier on your website.

3. If desired, click All Carriers in the left menu and drag-and-drop to order carriers.

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Or, use our amazing team!

As an ActiveAgency subscriber, you’re welcome to email, chat or call us. Or, use the form at the bottom of this page.

Updates that are included

Here are the routine updates included in your ActiveAgency subscription.

Basic Text Updates
Reasonable changes to existing text are included. No problem!

Team Member Updates
Adding or removing team members is included.

Carrier Updates
Adding or removing carriers is included.

Blog Post Additions
Send us the heading, content and author and we’ll post it.

Notification Bar Additions
Send us the text and link and we’ll schedule it.

Testimonial Additions
Send us the content and we’ll add them for you.

WordPress User Management
Just send us the person’s name and email address.

Address / Location Updates
Open a new office or move? Let us know!

Logo Updates
Have a new logo? We’ll swap it for you.

Clickable Coverage Additions
We’ll add the latest graphics to your site.

Simple Page Creation
Supply us with website-ready content and we’ll set it up.

New Features
See a new ActiveAgency feature? We’ll add it!

Updates that may require a bit more

The following are the type of changes that may require additional work outside of what’s included. We scope and price the work once we better understand the details of what you have in mind.

  • Global Website Changes
    Changing colors, fonts, pages, addresses or anything else across the site is likely quite involved.
  • Homepage Redesign
    Adding or changing a small amount of text is fine, but we’ll need to talk if the changes are more substantial.
  • Page Layout Changes
    Changing the way pages are structured usually requires a bit of work.
  • Other Unusual Changes
    Since each ActiveAgency website is unique, other changes may also require extra work.

Email, chat, call or use the form below and we’ll be in touch!

ActiveAgency Refresh

If your website has been around for a while, you may want to update the entire design to better match the latest-and-greatest version of ActiveAgency.

We handle this as a new project, just like we did when we created your current website. For a typical ActiveAgency website, there is a one-time fee of $1,500.

ActiveAgency Update Request

As an ActiveAgency subscriber, you’re welcome to email, chat or call us. Or, complete the form below. 👋🏻