Leveraging the targeted email option is a great way to send a meaningful personal touchpoint to a client or prospect. Here you are sending a single article to an individual or a segmented list.
You can write your own message entirely or select one of our prewritten templates to use as is or as a framework to be personalized.
*this feature may look a little different depending on your compliance workflow.
Below you will see a short GIF guiding you through the process.
- Begin from the AdvisorStream Library and click the Email an Article button.
- Select the article you would like to email by clicking on the article's image.
- Select the recipient(s) you would like to send the email to.
- Complete the subject of the email, greeting, and body message or select a pre-made email template.
- Click Send to email the article out to the selected contact(s) or lists.
Note: This function is not available for all workflows.