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How to Prepare

Migration Process

Initial Notification

What to Expect and How to Prepare

Upon receiving notification that your website is in the process of migrating, it's important to follow a series of steps to ensure a smooth transition.

Log in to Website Manager 

Access Website Manager by visiting https://cms.broadridgeadvisor.com/Authentication/Login and use your current Emerald Connect website login details.

Your login information will remain unchanged, providing a smooth and seamless entry experience.

It is important to note that if your password has been changed in the Emerald platform after 6/14/24, you will be required to reset your password as this was the most recent update.

Password Reset 

Having trouble logging in to your account? The next step is to reset your password.

To get started, please go to https://cms.broadridgeadvisor.com/Authentication/Login and click on the 'Password' link. You will need to enter your Emerald Connect Email Address and Username in order to receive an email with instructions on how to reset your password.

Please be aware that the password link is valid for only 15 minutes.

If needed, follow these step-by-step instructions to effectively reset your password.

Verify Account Permissions

After logging in, make sure that your account has the required permissions to effectively manage your website. This includes editing rights, publishing capabilities, access to analytics, and any other necessary privileges.

Request Delegate Access

If you have team members or delegate users that need access to Website Manager, click the link below:

Request Delegate Access

Locked Account 
Please note that your account will be locked for security reasons after three unsuccessful login attempts, and you will need assistance from the Broadridge support team to unlock it.

If you are locked out of Website Manager, please click the link below:

Report Locked Account

Additional Support

If you need additional support with accessing your Website Manager site, click the link below:

Request Website Manager Support

When logging into your new site, especially during a migration, it's essential to ensure that everything has transitioned smoothly and is functioning as expected. Minor content differences can occur, and being diligent in checking various elements of your site can help resolve these issues quickly.

Below is a checklist to help you verify the status and integrity of your site post-migration:

Basic Functionality 

  • Check navigation links to ensure they all lead to the correct pages. 

Content Review and Validation
  • Examine the website for inconsistencies or inaccuracies within the textual content, including omissions or modifications.
  • Check that all images, and videos are properly presented, functional, and accurately attributed.
  • Evaluate the download capability of PDFs and other available documents to ensure they work as intended.
  • Confirm the accuracy of all contact information.

Design and Layout
  • Validate the site’s design is consistent across different browsers and devices.
  • Validate that the typography, color schemes, and other design elements align with the intended design specifications.
  • Confirm that all visuals, including images and icons, are loading properly and are of superior quality.

Functionality
  • Test all forms (contact, subscription, etc.) for proper functionality and ensure they submit data correctly.
  • Verify that all hyperlinks and call-to-action (CTA) buttons on the website are operational and perform as expected.

Edit Your Site

To help you get acquainted with your new website platform, we're offering a range of instructional materials. The provided links include essential "how-to" guides aimed at ensuring a smooth transition and enhancing your experience on the new platform.
 


Additionally, we encourage you to explore our Knowledge Base further to discover additional resources.

 

Repoint Self Managed Domain

We advise you to begin preparations or consider the necessary steps for repointing your domain. Although immediate action is not required at this moment, the first step you will want to take is to determine the company where the domain was registered. If uncertain, conducting a quick WHOIS search is advised.

It is important to note that the repointing process must be completed within 24 hours of your scheduled migration date provided in the email.

Ensuring you have this information in advance will facilitate a smooth and efficient transition.

Need Help?

If you need support with your Website Manager site, click the link below:

Request Website Manager Support

Log in to Website Manager 

Access Website Manager by visiting https://cms.broadridgeadvisor.com/Authentication/Login and use your current Emerald Connect website login details.

Your login information will remain unchanged, providing a smooth and seamless entry experience.

It is important to note that if your password has been changed in the Emerald platform after 6/14/24, you will be required to reset your password as this was the most recent update.

Password Reset 

Having trouble logging in to your account? The next step is to reset your password.

To get started, please go to https://cms.broadridgeadvisor.com/Authentication/Login and click on the 'Password' link. You will need to enter your Emerald Connect Email Address and Username in order to receive an email with instructions on how to reset your password.

Please be aware that the password link is valid for only 15 minutes.

If needed, follow these step-by-step instructions to effectively reset your password.

Verify Account Permissions

After logging in, make sure that your account has the required permissions to effectively manage your website. This includes editing rights, publishing capabilities, access to analytics, and any other necessary privileges.

Request Delegate Access

If you have team members or delegate users that need access to Website Manager, click the link below:

Request Delegate Access

Locked Account 
Please note that your account will be locked for security reasons after three unsuccessful login attempts, and you will need assistance from the Broadridge support team to unlock it.

If you are locked out of Website Manager, please click the link below:

Report Locked Account

Additional Support

If you need additional support with accessing your Website Manager site, click the link below:

Request Website Manager Support

When logging into your new site, especially during a migration, it's essential to ensure that everything has transitioned smoothly and is functioning as expected. Minor content differences can occur, and being diligent in checking various elements of your site can help resolve these issues quickly.

Below is a checklist to help you verify the status and integrity of your site post-migration:

Basic Functionality 

  • Check navigation links to ensure they all lead to the correct pages. 

Content Review and Validation
  • Examine the website for inconsistencies or inaccuracies within the textual content, including omissions or modifications.
  • Check that all images, and videos are properly presented, functional, and accurately attributed.
  • Evaluate the download capability of PDFs and other available documents to ensure they work as intended.
  • Confirm the accuracy of all contact information.

Design and Layout
  • Validate the site’s design is consistent across different browsers and devices.
  • Validate that the typography, color schemes, and other design elements align with the intended design specifications.
  • Confirm that all visuals, including images and icons, are loading properly and are of superior quality.

Functionality
  • Test all forms (contact, subscription, etc.) for proper functionality and ensure they submit data correctly.
  • Verify that all hyperlinks and call-to-action (CTA) buttons on the website are operational and perform as expected.

Edit Your Site

To help you get acquainted with your new website platform, we're offering a range of instructional materials. The provided links include essential "how-to" guides aimed at ensuring a smooth transition and enhancing your experience on the new platform.
 


Additionally, we encourage you to explore our Knowledge Base further to discover additional resources.

 

Repoint Self Managed Domain

We advise you to begin preparations or consider the necessary steps for repointing your domain. Although immediate action is not required at this moment, the first step you will want to take is to determine the company where the domain was registered. If uncertain, conducting a quick WHOIS search is advised.

It is important to note that the repointing process must be completed within 24 hours of your scheduled migration date provided in the email.

Ensuring you have this information in advance will facilitate a smooth and efficient transition.

Need Help?

If you need support with your Website Manager site, click the link below:

Request Website Manager Support

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