Manual Sharing Options

Although AdvisorStream can be fully automated, on occasion you may want to manually share an article to social or via email.

In this article we are going to learn the different manual sharing options available within your Library

How to Manually Share to Social Media

You can queue up articles to share to your Facebook, LinkedIn, Twitter and/or Webpage. You have the option to both share now or queue for later. The first option will post the article immediately as an ad-hoc share or by clicking queue for later you can line up an article to go out at your next available posting time. 

Below you will see a short video guiding you through the steps:

How to Send a Targeted Email

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 feature guiding you through the process.

How to Build your Own Newsletter

From the Library you can create your own fully personalized newsletter. 

By working through the newsletter building tool you can select articles, write your own message and choose who to share with and when. 

Depending on your workflow you may have to submit your newsletter to compliance prior to sending. For details, please contact the client success team for additional information and support at AS_Support@broadridge.com. 

Related articles:

How to Create my own Newsletter

Leveraging the Different Newsletter Templates