To begin, select the icon at the top right corner of the screen. Select the top option, your name, to edit your Account Information, Alternate Contacts and Your Privacy Disclosures, select the top option.
Your Information
This section contains the contact information for the primary user of the account. This is the address and information we will use to contact you, and will appear within various sections of your account, so make sure you keep it up to date.
Under Send Activity Reports, choose how frequently you'd like to receive reports on your account activity (including updates like emails sent and reader activity).
Under Approve AI Email, choose how you want to approve your AI Email. Once you create a template for your AI Email, Vestorly can create and send newsletters on a recurring basis (see instructions). If you want to approve each email before it is sent, choose Manually. You will receive a notification 24 hours before the AI Email is scheduled to be sent prompting you to review and approve (or edit) the email. Choose Automatically and your AI Email will be sent without your approval. For more on this, watch our video tutorial.
Alternate Contacts
Under this section, add additional users to your account to receive notifications about account activity. Use a comma to add multiple users.
Whenever a new reader begins reading your newsletter for the first time, you will be notified at the email address provided under New User Notification Recipient.
Your weekly or monthly Activity Report and any data exports will be sent to the Reporting Recipient.
The Test Email Recipient will receive test emails you send when building a newsletter.
Roundup From Email is the email address your newsletters will be sent from. Be sure to follow the correct formatting:
My Name <my-email@email.com>
Privacy and Disclosure
If your firm has any privacy or disclosure documents, add them to this section. These links will be included in the footer of your emails.
