Emailing Content to Clients

How to email infographics and videos from HeyAdvisor.

You can send it to each client individually via email or set it up in email marketing software to send it to multiple clients at one time.

This article walks you through how to copy the email template and link from HeyAdvisor to send to clients and how to use the send button.

Step #1: Once you have chosen the infographic or video from the HeyAdvisor library click on the thumbnail.

Step #2: Click copy email to copy the email template. Paste this in your email body that you are going to send.

Step #3: Click the copy link. You can then paste this above or below your email body.

You can click preview to view what the client will see when they open the link.

Alternatively, use the ‘send’ to open the content directly your mail provider.