The AdvisorStream platform allows you to create more than one Persona if needed. This can be used in situations where the account is being used by a team or advisors who work under more than one brand. All newsletters sent out through automation will use the Default Persona.
In this article, you'll learn how to change the Default Persona.
1. Click your name or username at the top right and then Account & Settings
2. This will launch you into the Profile & Branding of your Account & Settings
3. Click the Edit button at the top right of the existing Persona you wish to be the Default
4. Click Make Default
5. Click Save