Selecting the content for your Campaign should align with your overall goal and theme. Each email/message must be accompanied by a content piece. You can opt to 1) hand-select the content yourself, 2) allow for algorithmic recommendations, or 3) use a combination of both.
Recommended Content Selection:
When a content piece is not hand-selected to accompany the message the AdvisorStream platform will select one based on the topic chosen from the dropdown menu - this can be updated at any point in time. Remember, this will also impact the content piece selection.
Choosing the content piece(s) yourself:
Under section 5 Compose your email messages you can manually + select content to be included in the email message. Browse the content library or use the filter tools to find a relevant content piece. You can choose the content piece for as many or as few email messages as you would like. If no content piece is selected, AdvisorStream will select one based on the topic chosen above.
Note: If you are under a compliance workflow auto-suggested content is pulled from pre-approved content. Any articles you hand-select that are not pre-approved will need to be reviewed by compliance prior to sending.
*The AdvisorStream Campaigns tool is available at an additional cost. To learn more Book a Call