Overview
Firm Content Automation makes it easy for advisors to stay consistent and timely with firm-approved content. Once configured, any new content published to a selected firm folder is automatically distributed using your saved preferences—eliminating the need to manually set up for each send.
With this feature, advisors can define how new firm content should be handled in advance, including the content type, automation level, distribution method, branding/profile, and recipient audience. After the automation is saved, future content published by a Curator to that folder will follow those settings automatically.
What it does
- Automatically sends newly published firm content
- Applies your preselected distribution settings
- Uses the chosen branding, profile, and recipient list for each send
- Reduces the need for repetitive manual setup every time new content is published
Why it matters
- Saves time: Advisors no longer need to configure each new piece of firm content individually
- Improves consistency: Content is sent using the same approved branding and delivery preferences every time
- Supports faster distribution: New content can reach intended audiences more quickly after publication
- Simplifies ongoing content delivery: Once set up, the process becomes more efficient and reliable
Configure Firm Content Automation
1. Navigate to Automations > Create Automation > Firm Content.
2. Select the content type you wish to set up automations for under the Firm Content section.
3. Configure the automation settings for that folder, including automation levels, distribution method, profile and branding, and recipients
4. Save your settings.
Once saved, these settings will be applied to content published to that folder.
Tips for Advisors
- Review the folder description carefully before selecting a folder.
- Confirm you are applying settings to the correct folder.
- Double-check branding, recipient selection, and distribution method before saving.
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