The million dollar question.. once you’ve finalised your newsletter, snapshot or video or reviewed the document we create for you, that is – ‘How do I distribute?”
Whether you are new to using Advant Plus or have been using Advant Plus for a while, it’s still a question worth asking as the answer depends on the preferences of your client base, what you use for your existing tech stack, as well as your objectives for your communications. You may also find that the answer as to how to distribute may also change so it’s worth a review from time to time.
You have quite a few options as we believe in the ‘create once and distribute in many ways’ for efficiency so let’s explore the ways you can distribute and the considerations
Sending via email
Within Advant Plus
The easiest way to send your communications is within Advant Plus. Once you’ve put your client list in it’s just a matter of going to the document you want to send on your home page and selecting ‘Manage’ > ‘Send Email via Advant Plus’ then following the steps to send. You’ll need to send a test to check everything’s Ok before sending to your clients or a select group within your client base. Easy peasy!
You can also include a file note in your CRM of every publication sent out using a BCC email address if you wish to.
Via Mailchimp
Some practices prefer to use our integration with Mailchimp. There is a good reason it holds the number-one spot in the email marketing software industry. It’s a very evolved platform with lots of functionality and very granular reporting and our integration works seamlessly and at the click of a button. To set up the integration just go to the top menu and select ‘Linked accounts’ and ‘Mailchimp’ and follow the prompts to link to a Mailchimp account you have set up and send within Mailchimp.
Other email platforms
Of course, you can also send via other email platforms or your CRM if your CRM offers that functionality and the options are outlined below:
Download the email: Download the fully formatted email from Advant Plus and then import the html file into your chosen your platform. This gives you the flexibility to continue using your chosen email platform which contains all of your contacts but takes all the hassle out of the creating your regular newsletter.
NOTE: You will need to confirm the unsubscribe link is added to the email by your chosen platform.
Use the eread link: The Advant Plus Platform generates a link you can include in and email platform. It’s a good idea to include some copy describing the article or newsletter and you may also wish to provide a little education on verifying emails are from trusted sources before clicking links.
Distributing on social media
We know that maintaining a presence on social media can feel like feeding a hungry beast. Constant, and laborious. That why we have a number of solutions to help and are constantly evolving the way we assist.
Maximise the content provided monthly in Advant Plus by sharing the articles, newsletters, graphics designed specifically for social channels or the monthly market movements video across your practices Facebook, Instagram and LinkedIn pages.
You can easily integrate your social channels with Advant Plus to seamlessly schedule and manage your posts
To do this navigate to the top Menu, ‘Linked accounts’, selecting the social media channel and following the three prompts to authorise your integration. Once the integrations are in place and you select ‘Tasks > manage’ you’ll see your social options and can send to your socials at the click of a button.
You can also use our scheduling tool – ‘Scheduled posts’ in the top menu to make it even easier to keep that hungry beast happy.
Keeping your website updated with educational content
This is a powerful way of using the content in the platform to keep your website refreshed with engaging content, helping new visitors understand the value you provide and encouraging repeat visits.
For those with a WordPress website
If you have a WordPress website with a news section we can action our integration so you can send content to your website at the click of a button. Navigate to the top Menu > Link Accounts page and click WordPress.
For those with an Advant website, we can automate your website article feed with a new article each week.
For those without a WordPress website
If you don’t have a WordPress website, we can build a news page for you that will look like it’s a seamless part of your site but can utilise the integration or we can take the hassle out keeping your website up to date by setting up weekly articles that post automatically to your website.
Of course, you can also talk to your web developer about using our content to keep your site refreshed with topical, informative material.
If you don’t have a relationship with your website provider and your website is looking a little tired we can build a new website for you using one of our cost-effective designs that include professionally written copy and stunning imagery that will integrate nicely with your client communications.
So, there you go! So many choices and all of them so EASY – just the click of a button! If you feel confused by the options or would just like to have a chat about the best approach for your practice, please get in touch.