CFG INTRANET

New advisor link

Fill in the advisor's details. The link updates as you type.

First name utm_id

Last name utm_source

Name shown in the quiz JC

Fills in from first and last name. Change it for teams or credentials, like "Vincent Petracco, CFP".

AA # uid

Lead source L

Email utm_medium

Phone utm_term

Any format works. It's saved as 617-555-0100.

Website utm_campaign

Follow-up link utm_calendly

Usually the advisor's Calendly. A bio page, website or Jotform also works.

Headshot image URL utm_content

Upload the photo to Jebbit's image library first, then paste its image address.

Disclosure

Securities and investment advisory utm_referralRegistered rep who also offers advisory services (CRIA). Most advisors.

Securities only utm_geoRegistered rep without advisory services.

Office (OSJ) utm_creative_format

Insurance licensesoptional, only for advisors licensed in CA or AR

Domiciled in

CA license # utm_stage

AR license # utm_source_platform

Complete URL

Open to test

Add a new branch named after the advisor:
Find the advisor's traffic branch.
1. Click "Add a redirect" and paste the advisor's Calendly into "Webpage URL":
2. Make sure "Popout redirect" and "FWRD URL Parameters" are both turned on.
Click Publish. In "Name this version," enter:

Check every value in the link

Parameter	Value

Every advisor's FWE link. Search, copy, or open one in the builder to edit it.

Search Office Status Sort

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Advisor	AA #	Office	Short link	Complete URL	Updated
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