First, you will need to create a general profile for your team and any additional individual profiles you want to display on the article landing page.
The Team profile will be displayed on both newsletters and social / website posts. All individual profiles associated with the team will be displayed on article landing pages.
Step 1: Click on the Name in the top right corner, then click Account & Settings
Step 2: Select Profile & Branding
Step 3: Click edit to create a new profile or edit an existing one
Step 4: Name of your Team or name of each advisor.
Step 5: Job title.
Step 6: Add the e-mail. (Note: The email entered here will be the sender of the newsletter. Try using a shared e-mail such as info@ or team@ or inquires@)
Step 7: The signature will appear at the bottom of the newsletter introduction.
Step 8: Ensure you enter your Physical Address for CASL & CAN-SPAM laws.
Step 9: Add your team's shared company social media and website links.
Step 10: Add your team's office phone numbers. You can also list each individual advisor's direct line, and name it accordingly.
Step 11: Upload a team picture in .jpeg or .png file.
Step 12: Click Save on the bottom left
Once you have created a single profile for each individual and a team profile, combine them all by dragging and dropping them into one default persona. Watch the video above to learn how to make a team persona. You should then create a persona for each individual on the team, if you wish to send out do it yourself communications on behalf of the individual advisors, such as client meeting follow-ups.
Please note only one profile can be selected to post to social media, and only one social media account can be connected for each site. Additional team members hoping to post to their personal social pages will need their own social media account.
- How to Create a Team Profile
- How to Create a Profile
- How Do I Create A New Persona
- How Do I Edit My Persona?