digital fortress faqs - s3. · pdf filemember login 1. where do i login (peak advisor...

LOGIN ............................................................................................................................................................ 3

FIRST STEPS ................................................................................................................................................... 4

RESOURCE LIBRARY ....................................................................................................................................... 5

LESSONS ........................................................................................................................................................ 5

FORUM .......................................................................................................................................................... 8

NEWSLETTER ................................................................................................................................................. 8

WEEKLY MARKET COMMENTARY ................................................................................................................. 9

CONTACTS (OR GROUPS) ............................................................................................................................ 11

SOCIAL MEDIA ............................................................................................................................................. 12

CONTENT ..................................................................................................................................................... 13

WEBSITE ...................................................................................................................................................... 14

PRESENTATIONS .......................................................................................................................................... 15

COMPLIANCE LINK ...................................................................................................................................... 16

INBOX .......................................................................................................................................................... 17

METRICS ...................................................................................................................................................... 17

USERS .......................................................................................................................................................... 18

DAILY DIGEST .............................................................................................................................................. 18

Member

LOGIN

1. Where do I login (Peak Advisor Alliance members and team members

a. Go to www.peakadvisoralliance.com

there, click on the Digital Fortress button, and enter yo

2. What if I forgot my password?

a. Click on “Forgot Password?”

record with a link to reset

Member FAQ’s and How To’s

(Peak Advisor Alliance members and team members)?

www.peakadvisoralliance.com and click on the Member Login tab. Once

the Digital Fortress button, and enter your login information

What if I forgot my password?

“Forgot Password?” and an email will be sent to your email address on

record with a link to reset your password.

)?

and click on the Member Login tab. Once

information.

email address on

FIRST STEPS

a. First time you login, the set

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

set up your account profile.

iii. To do this, simply go to your name in the top, right

screen and select “Profile” from the dropdown menu.

iv. Within this section, you are able

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

Getting Started with Peak Advisor Alliance (Operations) then Identifying What

You Value Most (Blueprinting).

First time you login, the set-up wizard will take you through the needed

information to get started (name, address, logo, etc.).

If the wizard doesn’t come up, do the following to populate content with

personal brand and firm information.

e first things you should do when beginning Digital Fortress is to

set up your account profile.

To do this, simply go to your name in the top, right-hand corner of your

screen and select “Profile” from the dropdown menu.

Within this section, you are able to insert your contact information, your




your outgoing content.

Go to Lessons and start the first lesson on the Recommended page


(Blueprinting).

up wizard will take you through the needed

If the wizard doesn’t come up, do the following to populate content with

Digital Fortress is to

hand corner of your

to insert your contact information, your




Go to Lessons and start the first lesson on the Recommended page called


RESOURCE LIBRARY

1. How do I find and download

a. Click on “Resources”

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 docume

“Download” to immediately download to your desktop.

LESSONS

1. What are Lessons?

How do I find and download documents?

Click on “Resources” in the main navigation bar or click on “Find a Tool” in the

main dashboard.

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.

Click on the document to see a brief description of the tool or click on

“Download” to immediately download to your desktop.

navigation bar or click on “Find a Tool” in the

Search for a document by typing in a keyword in the search field or click on the

nt to see a brief description of the tool or click on

a. Lessons are a series of Peak

accomplish a cert

i. A brief summary giving the user an overview of what the lesson can help

them accomplish.

ii. A “Why” video explaining the importance

concept.

iii. Training videos, or the “How” videos, designed to walk

main steps of a particular lesson and explain in more depth how to

complete each step.

iv. Interactive goals meant to keep you on track and hold you accountable

for each milestone in a lesson.

v. Quickstart Guides equipped with the detail needed

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”

a category related to the type of lesson you’d like to

on the “Recommended” tab to show you the standard Peak Advisor Alliance

path. Or, as a third option, go to the “Recommended” tab and

click on “Customize Your Learning Profile.”

personalize the ty

Lessons are a series of Peak-based concepts that advisors can work through to

accomplish a certain objective. Each lesson has 8 main components:

A brief summary giving the user an overview of what the lesson can help

them accomplish.

A “Why” video explaining the importance and value behind this particular

Training videos, or the “How” videos, designed to walk you through the


complete each step.

Interactive goals meant to keep you on track and hold you accountable

for each milestone in a lesson.

Quickstart Guides equipped with the detail needed to help an advisor’s

team fully incorporate the concept into their practice.

Let’s Do It! section loaded with the Peak material you need to accomplish

each milestone most effectively.

Speak Peak bubble giving you Peak terminology that may be useful to

h particular lesson.

Related Lessons guiding you to other recommended lessons.

” in the main navigation bar, click on the Topics tab

a category related to the type of lesson you’d like to work on. You


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.

based concepts that advisors can work through to

main components:

A brief summary giving the user an overview of what the lesson can help

behind this particular

you through the


Interactive goals meant to keep you on track and hold you accountable

to help an advisor’s

Let’s Do It! section loaded with the Peak material you need to accomplish

Speak Peak bubble giving you Peak terminology that may be useful to

Related Lessons guiding you to other recommended lessons.

click on the Topics tab, and choose

. You can also click


at the bottom,

the slider to adjust and

pe of lessons you want shown or want to focus on.

b. Once inside the lesson you want to

below the video thumbnail. Once clicked, the lesson will reveal the Goals and

Let’s Do It items necessary to complete the less

3. How do I continue a lesson where I left off

a. Click on “Lessons” in the main navigation bar

section will give you a list of all lessons you are currently working on. Hover over

(or if using an iPad, tap on) the lesso

resume your work.

4. Can I be reminded of action items due in my lessons?

a. Yes, Digital Fortress will send you a weekly email digest giving you a rundown of

all outstanding items that are due in every active

what action items are coming close to being due.

Once inside the lesson you want to work on, click on the “Start Lesson” button


Let’s Do It items necessary to complete the lesson.

How do I continue a lesson where I left off?

Click on “Lessons” in the main navigation bar and click on the Active tab. This


(or if using an iPad, tap on) the lesson you want to resume, click “Continue

resume your work.

Can I be reminded of action items due in my lessons?

Yes, Digital Fortress will send you a weekly email 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.

, click on the “Start Lesson” button


and click on the Active tab. This


n you want to resume, click “Continue,” and

Yes, Digital Fortress will send you a weekly email digest giving you a rundown of

as well as communicate

FORUM

1. How can I post something to the Forum?

a. Click on “Forum” in the

button on the main dashboard under Community F

b. Once inside this section, go to the right

Conversation” field, fill in the title and detail as needed, assign a category to your

topic, and even choose a file to share

NEWSLETTER

1. How do I schedule or send a newsletter?

a. Click on “Newsletter”

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.

How can I post something to the Forum?

Click on “Forum” in the main navigation bar, or click the “Join the Discussion”

button on the main dashboard under Community Forum.

Once inside this section, go to the right-hand column, click on the “Start a


and even choose a file to share, if relevant. Then, click on “Post.”

How do I schedule or send a newsletter?

Click on “Newsletter” in the main navigation bar or click the “browse


Once in this section, you can browse all newsletters and click “Send As


or click the “Join the Discussion”

hand column, click on the “Start a


if relevant. Then, click on “Post.”

navigation bar or click the “browse


Once in this section, you can browse all newsletters and click “Send As


WEEKLY MARKET COMMENTARY

1. How can I send the Weekly Market Commentary

a. Click on “Newsletter”

tab on the left-hand side. Here you will see the available

you.

b. Click the box to “subscribe” and have the

every Monday, or

on the gear graphic on the right

WEEKLY MARKET COMMENTARY

How can I send the Weekly Market Commentary through Digital Fortress

“Newsletter” in the main navigation bar and click on the Commentary

hand side. Here you will see the available commentary

Click the box to “subscribe” and have the commentary sent out automatically

every Monday, or, keep the box unchecked, select a group of con

on the gear graphic on the right-hand side, and then click “Send to Group.”

through Digital Fortress?

and click on the Commentary

commentary relevant to

sent out automatically

a group of contacts by clicking

and then click “Send to Group.”

2. What does the Weekly Market Commentary look like?

What does the Weekly Market Commentary look like?

CONTACTS (OR GROUPS)

1. How can I add contacts or a group to Digital Fortress?

a. For Commentary &

Click on “Newsletters”

hand column, and click on the “Add Contact” button.

b. Here you can either add an individual contact one by one

CSV file. Once the file is selected, click “upload

• Append –

• Replace –

contact list

• Update – change email addresses, add new contacts to list, and remove

those not on the new contact list.

CONTACTS (OR GROUPS)

How can I add contacts or a group to Digital Fortress?

Commentary & Newsletters, you can send to a list of your clients via

“Newsletters” in the main navigation bar, click on Contacts on the left

hand column, and click on the “Add Contact” button.

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

add new people to your contact list

remove everyone currently on contact list and create a new

contact list

change email addresses, add new contacts to list, and remove

those not on the new contact list.

end to a list of your clients via email.

, click on Contacts on the left-

or upload a group via a

” and determine if you’d like to:

remove everyone currently on contact list and create a new

change email addresses, add new contacts to list, and remove

SOCIAL MEDIA

1. How can I set-up a social media profile/company page?

a. First, go to Twitter.com, LinkedIn.com, and F

your firm.

b. Then, once accounts are established, go to Digital Fortress, click on “Social”

the main navigation

c. Once there, click on “Connect Social Sites”

of your respective social media profiles by clicking on the

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

dropdown menu. Here yo

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

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

a. Click on “Social” in

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.

up a social media profile/company page?

Twitter.com, LinkedIn.com, and Facebook.com to create accounts for

Then, once accounts are established, go to Digital Fortress, click on “Social”

the main navigation bar.

Once there, click on “Connect Social Sites” in the left-hand column, and add each

of your respective social media profiles by clicking on the links “Add Twitter

Profile,” “Add Facebook Profile,” and “Add LinkedIn Profile.”

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.

How do I share social media content in Digital Fortress?

in the main navigation bar and browse the various articles and

eos available for you to share.

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.

Confirm your decision and move on to the next piece.

How can I schedule my social media content in Digital Fortress?

in the main navigation bar and click on the “Settings” tab

hand column.

Here you have the ability to select each day of the week you want content to be

shared via your social networks.

acebook.com to create accounts for

Then, once accounts are established, go to Digital Fortress, click on “Social” in

hand column, and add each

links “Add Twitter

For further guidance on setting up a social media profile page, go to your

hand corner of your page, and select “Help” on the

u will find several videos designed to walk you through

and browse the various articles and

Once you decide on a piece to share, click on the “Share” link and you’ll be taken

and click on the “Settings” tab in the

Here you have the ability to select each day of the week you want content to be

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

“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 ca

to be more prevalent in your shuffle by sliding the bars in each

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

the far right-hand side of the screen.

ons for your website and app if content is being shared via those

How can I customize the content I want shared through Digital Fortress?

Go to your username at the top, right-hand corner of your screen, and select

“Content” from the dropdown menu.

Here you will see Your Current Shuffle outlining the content you have scheduled

in the days ahead.

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

Once changes are made, you’ll see the shuffle adjust to your changes in real

If you want to mix it up without much effort, just click on the “Shuffle” button on

hand side of the screen.

ons for your website and app if content is being shared via those

How can I customize the content I want shared through Digital Fortress?

hand corner of your screen, and select

Here you will see Your Current Shuffle outlining the content you have scheduled

n adjust the type of content you want

category to the

Once changes are made, you’ll see the shuffle adjust to your changes in real

effort, just click on the “Shuffle” button on

WEBSITE

1. How can I use Digital Fortress to manage my website

a. Click on “Website”

within the Website box on the main dashboard.

b. Once in the Website 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 the left

2. How can I post a new blog to my website through Digital Fortress?

How can I use Digital Fortress to manage my website (if a Basic subscriber)

lick on “Website” in the main navigation bar or click the “edit website” link

hin the Website box on the main dashboard.

ebsite section, use the Design tab to change your website’s color

scheme or overall layout theme.

Customize your own masthead, widgets, and rotators by selecting any of these

e left-hand side of your screen.

How can I post a new blog to my website through Digital Fortress?

(if a Basic subscriber)?

the main navigation bar or click the “edit website” link

ebsite section, use the Design tab to change your website’s color

Customize your own masthead, widgets, and rotators by selecting any of these

a. Click on “Website

hand side of the screen, and click on “Add Post.”

b. To access Peak’s blog posts,

IS WHERE PEAK’S GHOST

i. If you are

numbers so the

1. Under “Website,”

make sure Auto

checked. The daily digest email will contain notification the article

was added to the website.

PRESENTATIONS

1. How can I personalize a presentation with

Website” in the main navigation bar, click on the “Blog” tab on the left

hand side of the screen, and click on “Add Post.”

To access Peak’s blog posts, go to “Edit Posts” and then “Add From Library.” THIS

IS WHERE PEAK’S GHOST-WRITTEN MATERIALS ARE HOUSED.

with LPL only, Peak will still obtain compliance approval

numbers so the articles can be set up to be posted automatically.

Under “Website,” go to “Settings” and, at the bottom of the page,

make sure Auto-publish Blog Posts box titled “Digital Fortress” is


was added to the website.

presentation with my brand?

, click on the “Blog” tab on the left-

go to “Edit Posts” and then “Add From Library.” THIS

with LPL only, Peak will still obtain compliance approval

set up to be posted automatically.

at the bottom of the page,

publish Blog Posts box titled “Digital Fortress” is


a. Click on “Presentations

pre-developed presentations.

b. Click on the title of the presentation to preview slides and access the

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 delet

presentation using the “Edi

d. To view the edited 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

Presentations” in the main navigation bar and browse several of our

developed presentations.

Click on the title of the presentation to preview slides and access the

to each piece. Once you’ve decided on a piece, your brand is

stitched into the presentation within the PDF document in the

Download Center.

You also have the ability to delete slides or move them around within the

presentation using the “Edit” button.

To view the edited version, go to “My Presentation” and click on “Edit” to get the

PDF version of the presentation you have created.

What is the Compliance link for?

the main navigation bar and browse several of our

Click on the title of the presentation to preview slides and access the relevant

to each piece. Once you’ve decided on a piece, your brand is

stitched into the presentation within the PDF document in the

slides or move them around within the

To view the edited version, go to “My Presentation” and click on “Edit” to get the

a. If a number is shown

of the screen, you have materials that need to be

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 newsletters will show up in

this Inbox.

METRICS

1. Can I measure and analyze my content

a. Yes, any Digital Fortress user can go to their name at the top, right

of the screen and select “Metrics” from the dropdown menu.

b. Here the user will 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

information to see what you need to do to increase your online

If a number is shown next to the “Compliance” link in the top right

of the screen, you have materials that need to be reviewed by compliance


broker/dealer affiliation.

nbox is a place for advisors to go to see if anyone has reached out to them

via their website or social media profiles.

People who use the online forms on your website or newsletters will show up in

Can I measure and analyze my content to see what’s popular?

Yes, any Digital Fortress user can go to their name at the top, right

of the screen and select “Metrics” from the dropdown menu.

Here the user will be able to see a glimpse into their social media profiles, their

website, and their newsletters.

Get total number of visitors, page views, and more in-depth Google Analytics

information to see what you need to do to increase your online footprint.

e top right-hand corner

reviewed by compliance.


nbox is a place for advisors to go to see if anyone has reached out to them

People who use the online forms on your website or newsletters will show up in

Yes, any Digital Fortress user can go to their name at the top, right-hand corner

Here the user will be able to see a glimpse into their social media profiles, their

depth Google Analytics

footprint.

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 email

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 email 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 email 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 Email Notifications.

digital fortress faqs - s3. · pdf filemember login 1. where do i login (peak advisor...

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