To change your opt-in information first click on your Username on the top right of the AdvisorStream page, and then click "Account Settings".
Click on "Lead Capture Opt-in" option in the left hand menu.
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.
Select the Social & Web Opt-In field to change your opt-in requirement by clicking on the arrow don’t down menu.
Select the Email Opt-In field to change your opt-in requirement by clicking on the arrow drop-down menu.
The Opt-In delay allows you to choose when the Opt-In message will appear when your clients & potential prospects are viewing your content.
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.
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.