Facebook Section (Website)

🌐 Customize Website Template & Social Media Preview


This section allows you to select your website template and manage how your link appears when shared on social media platforms.


πŸ”— Viewing & Sharing Your Website

At the top of the Website section, you will see your unique website link along with two icons:


🌐 View Website (Globe Icon)

  • Click the globe icon to open your website in a new tab
  • This allows you to see the full page as a visitor would view it

πŸ‘‰ Use this to:

  • Review your layout
  • Confirm content and branding
  • Test the overall user experience

  • Click the copy icon to copy your website link to your clipboard

πŸ‘‰ You can then:

  • Paste the link into social media posts
  • Share it via email or text
  • Use it in marketing materials

πŸ’‘ Tip

After making updates in Website Settings, use the View Website option to confirm changes, then use the Copy Link option to share your page.


🧩 Access Website Settings


  • On the left-hand panel, locate:
    • Website Template
    • Website Settings

🎨 Select a Website Template

You may choose between two templates:

Webinar Funnel

Designed for lead generation and educational presentations, such as workshops or webinars.

Classic

A traditional layout suitable for general client-facing use.



⚠️ Important

The Website Settings apply to both templates.

Whether you select Webinar Funnel or Classic, the social media preview settings (Title, Description, and Image) function the same way.


βš™οΈ Customize Social Media Preview


These settings control how your website link appears when shared on platforms such as Facebook or LinkedIn.



Platform Selection

Use the dropdown (e.g., Facebook) to select the platform. Each platform may have its own preview configuration.

Title

Enter the headline that will appear in the link preview. Use clear and appropriate language.

Description

Provide a brief, informational summary that appears below the title.

Image (Thumbnail)

Upload an image to display with your link.

Recommended sizes:

  • 1200 Γ— 630 pixels (preferred)
  • 600 Γ— 314 pixels (minimum)

To remove an existing image, click the red β€œX” icon.


πŸ’Ύ Saving Your Changes

Changes made in this section are automatically saved within the platform. There is no separate β€œSave” button required.

Once your updates are in place, you can proceed to your social media platform to share your link.



πŸ“˜ How to Share Your Annuities Genius Link on Facebook


1. Go to Facebook

Log in to your account at facebook.com

2. Start a Post

At the top of your feed, click the field that says β€œWhat’s on your mind?”

Copy your Annuities Genius website link (for example:

https://website.annuitiesgenius.com ) and paste it into the post box

4. Preview Appears Automatically

Facebook will generate a preview using the title, description, and image you configured in Website Settings

5. Add a Caption

Write a short, compliant caption, for example:

β€œCompare annuity options with Annuities Genius and review information available in your area. Start here:”

6. Post

Once everything looks correct, click the Post button


⚠️ Additional Notes

  • Each platform may display previews differently
  • Changes may not appear immediately due to caching
  • Ensure all content is appropriate and aligned with compliance requirements
  • Keep captions clear, factual, and not misleading

πŸ’‘ Recommendation


After updating your settings, test your link by creating a post to confirm the preview displays correctly.




⚠️ Disclosure

The website link provided within the platform is intended to support your outreach efforts and help facilitate client engagement. You are responsible for how and where the link is shared in order to generate traffic.

Once visitors access your link, the platform provides tools to help you manage interactions and guide prospects through your process, including scheduling appointments (if a scheduling link such as Calendly is added). You may also receive notifications when a lead is generated through your page.

Annuities Genius does not provide marketing or lead generation services. If you require additional marketing support, you may consider working with a licensed marketing or SEO professional.


πŸ“© Need help?

πŸ“§ help@annuitiesgenius.com

πŸ“ž 949-600-7707

πŸ’¬ Use the chat feature within the platform

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