How Do I Change My Opt-In Settings?

Step 1

To change your opt-in information first click on your Username on the top right of the AdvisorStream page, and then click "Account Settings".

Step 2

Click on "Lead Capture Opt-in" option in the left hand menu. 

Step 3

Select the desired style of opt-in that will appear to your prospective clients by clicking on the left or right box.

Branded template: puts emphasis on your picture & brand, and the opt-in message is fully customizable. 

Streamlined template: highlights the publishers and content being accessed. The opt-in message is designed to be quick and easy to read, and does not currently offer customization. 

An example of each is displayed to assist you in choosing. 

Note: The Streamlined template does not provide any customization of the opt-in message.

Step 4

Select the Social & Web Opt-In field to change your opt-in requirement by clicking on the arrow don’t down menu.

Step 5

Select the Email Opt-In field to change your opt-in requirement by clicking on the arrow drop-down menu.

Step 6

The Opt-In delay allows you to choose when the Opt-In message will appear when your clients & potential prospects are viewing your content.

 

Step 7

Additional options may also be available:

Automated Follow-Up: Allows you to automatically send new leads a simple welcome and thank you for subscribing email.

Extra Capture Fields: Allows you to request additional data, such as phone number during the sign-up process.

GDPR Complaince: Allows AdvisorStream users in the UK additional notices and disclosures to prospective clients about the data being collected, as required by law.

Step 8

Click Save on the bottom right when you finish.

Note: Some features may be disabled due to compliance restrictions. Please contact Customer Success for more information.