AdvisorStream offers two levels of automation helping you put your marketing on autopilot. Achieve more with less effort through automation of your communications – rest assured your clients are kept informed and engaged even as you sleep.
Fully-Automated - [Recommended]
This level of automation is best for advisors who stick to the curated version or would like to hands-off. The Fully-Automated option saves you time and resources as no additional work is required. AdvisorStream will automatically send out your weekly suggested newsletter on your behalf every Friday afternoon, ensuring you remain consistent and never miss an opportunity. You have full control and make even customize and make changes to the newsletter. If you do not want your newsletter sent out, you can Decline in three convenient ways:
1. From your newsletter notification, click Decline
2. From your Outbox, hover over the date and click the thumbs down icon
3. From the NewsletterBuilder, click Decline
Ideal for advisors/ teams who would like to be more hands, review the newsletter and make many customizations/changes before sending out on Friday. For those on the Semi-Automated approval is required before AdvisorStream can send out your weekly suggested newsletter on your behalf. If you want your newsletter sent out, you can approve in three convenient ways:
1. From your newsletter notification, click Approve
2. From your Outbox, hover over the date and click the thumbs up icon
3. From the NewsletterBuilder, click Approve
- How to Edit my Newsletter?
- How to Review and/or Change my Automation Level?