To add the Client Portal Widgets to your Wordpress website, follow these simple steps:
- From the left navigation, pane click on Online Presence menu.
- From the top menu select Pop-Up Widget, then click on Edit/View Client Portal.
- Click on Add To Website button and copy the HTML code.
Back to your Wordpress admin panel:
- Select Appearance>Editor
- On the right find and select Footer
- Paste the Client Portal HTML code from right before the </body> tag
- Update your website
If you wish to add the Client Portal Widget to specific pages, simply paste the HTML code on the pages you want the widget to show.
WordPress has two kinds of editors: a visual and text (HTML) editor. In the classic editor, you can switch from the visual editor to the HTML editor easily because they are located side by side.
But, that is not the case with the newly introduced Gutenberg editor. There are two ways to switch to the HTML editor:
- Clicking on the three-dot menu button on each block
- Clicking on the three-dot menu on the upper left-hand side for editing the entire post
So, you can edit HTML in WordPress using the two ways above.
But, how to edit HTML on your homepage? Basically, you can add custom HTML from the editor area. Go to Appearance -> Editor.
- On the right find and select Footer
- Paste the Client Portal HTML code from right before the </body> tag
- Update your website
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