You can email an article to client(s) and prospect(s) as a quick and easy way to share relevant content, followup after a meeting or call and is a great way to send targeted communications. The article is sent to contact(s) as a link and a little more informal way of communicating.
1. To email an 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 image.
3. Select the recipients you would like to send the email to.
4. Complete the subject of the email, greeting, and body message.
5. Click "Send" to email the article to your contact(s).
This function is not available for all workflows. To send targeted communications choose the create your own newsletter and select the column framed template.