You asked, we listened. Based on your popular feedback, we’ve overhauled our Targeted Email feature to greatly enhance the client experience with the same feel as your newsletter and social posts.
One-to-one targeted emails have the highest open and view rate than all other forms of digital communication.
Your AdvisorStream account leverages machines learning and real-time publisher content feeds to ensure you're sending your clients and prospects the more relevant, current and credible content.
1. To email a targeted article, begin from the AdvisorStream content library and click the "Email an Article" button.
2. Select the article you would like to email by clicking on the article's image.
3. Select the recipient you would like to send the email to.
4. Complete the subject of the email, greeting, and body message.
5. Select a targeted email template.
6. Click "Send" to email the article to your contact or prospect.
Note: This function is not available for all workflows.