Add Great AEP scheduling to your AgentMethods website

You can easily add your Great AEP scheduling page to your AgentMethods website to let website visitors schedule an appointment with you during AEP. Here's a walk through:

Don't have a Great AEP account yet? Learn more and sign up at https://greataep.com.

To set this up, follow these steps:

Step 1. Get your Great AEP embed code

  1. Login to your Great AEP account at https://app.greataep.com/users/sign_in
  2. Go to your campaigns page in the main navigation, and then 'view' the campaign
  3. Scroll to the bottom of the page and copy the text in the box "EMBED BOOKING PAGE"
  4. Alternately, you can get a "top level" booking page that shows all of your events by clicking on your icon in the upper right corner, selecting "profile", and then copying the text in the box labels 'EMBED TOP BOOKING PAGE'.

Step 2. Add your embed code to AgentMethods

  1. Login to your AgentMethods website at https://admin.agentmethods.com
  2. Navigate to "Website" > "Manage Pages"
  3. Go to the website section where you want to add the page (or create a new section)
  4. Add a blank page, and select the "General Page Full Width" template
  5. Give the page a name and paste the Great AEP embed code from step 1 into the 'HTML' box
  6. Save the page

Step 3. Link your home page button to your new page (optional)

  1. Follow the instructions on editing your home page to customize your call to action (see Step 2 at https://support.agentmethods.com/article/27-editing-the-home-page)

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