When you log-in to the HRA client portal after purchasing your HRA, you’ll see your HRA on the dashboard ready for customization.  To launch your HRA, you’ll need to complete 3 easy steps.

Step 1 – Customize Your HRA

To customize your HRA, you should go to the Customization area of the client portal and personalize your HRA for your uses.  You can add a logo, change appearance, and choose what consumer data you want to ask for as part of the HRA.  When you are done customizing, publish your customization.

Step 2 – Create Your Follow-Up Pla

To Create your Follow-up Plan, you should go to the Follow-up area of the client portal and start the Follow-Up Wizard.  The Follow-Up Wizard helps you to design your plan and add good default content to get started.  Once you complete the Follow-up Wizard, review and publish your Follow-up Plan.

Step 3 – Embed Your HR

Once you’ve published your customization and your follow-up plan, you can embed your HRA on your website and begin to promote it!  You can view the Embed code generator from the Customization, Follow-up or Dashboard tabs within the portal.  Once you’ve embedded your HRA into the website, and traffic starts to flow to the HRA, your HRA is launched!

 

Updating your Live HRA

Once your HRA is live, you are able to continue to edit and publish updates to your Customization or Follow-up Plan under each respective tab within the portal.  Just expand that HRA under either tab and click on the “Customize” or the “Follow-Up” part of the path shown.