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Getting Started

Getting Started

Follow the steps in this collection for an easy set up.

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12 articles in this collection
Written by Success Team

Vestorly AI Content Curation Tools

This guide covers the variety of tools available in your account to create personalized feeds in order to drive engagement.
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Written by Success Team
Updated over a week ago

1: Enter Your Account Information

Step 1 - Update your basic account information, change user notifications, and add privacy documents.
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Updated over a week ago

2: Import Your Contacts

Step 2 - Import your contacts to send them a Vestorly Email
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Updated over a week ago

3: Curate and Bookmark Content

Step 3 - Find the right content for your audience with Vestorly's curation tools.
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Written by Success Team
Updated over a week ago

4: Add Your Own Content and Sources

Step 4 - Learn how to add articles and sources that are not found in Vestorly.
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Updated over a week ago

5. Using the Bookmark Sources Editor

Step 5 - Curate the sources that feed your Bookmarks
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6. Using the Bookmark Keywords Editor

Step 6 - Add keyword and weighting to fine tune your personalized content
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Written by Success Team
Updated over a week ago

7: Create and Send an Email

Step 7 - Send a customized newsletter to your contacts.
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Written by Success Team
Updated over a week ago

8: Create and Send an AI Email

Step 8 - Let our AI automatically find articles for your contacts and compose a newsletter on its own.
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Written by Success Team
Updated over a week ago

9: Understand Your Email Metrics

Step 9 - After sending an email, learn how to interpret your results.
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Written by Success Team
Updated over a week ago

10. Connect and Post to Social Media

Step 10 - Learn how to optimize Vestorly's content by sending recurring, relevant and automatic posts through your social media platforms.
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Written by Success Team
Updated over a week ago

11: Create Your Vestorly Embed

Step 11 - Add your Vestorly content to your website to enrich your website and engage visitors.
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Written by Success Team
Updated over a week ago