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Manage Your Contact Feeds

Your go-to resource for tracking individual updates and content in your contacts' feeds.

Updated over 3 months ago


๐Ÿ”Ž In This Article

๐Ÿ’ก Interactive | Walkthrough you managing your Contact Feeds step-by-step


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How to Use Your Feeds

Seamless Access

Quickly access individual contact feeds, making it simple to monitor their experience. Make sure every post is relevant and supports your communication goals.

Contact-Specific Insights

Review the personalized posts visible to each contact. Confirm that scheduled or sent content is delivering the intended impact.

Personalized Engagement

Monitor and respond to contact replies to foster meaningful connections and strengthen relationships.

๐Ÿ’กTip: Regularly review client feeds to spot opportunities for personalized follow-ups!ย 

๐Ÿ”” Push Notifications

Youโ€™ll receive push notifications on your phone when contacts reply to or like your posts, as long as you're logged into your Advisor account on the app.


How to Access a Contact's Feed

  1. Click Feed.

  2. Input your desired Contact's Name into the Search bar.

  3. Scroll to the desired Post or to review Posts.

  4. Like or Reply to your Contact's replies.

  5. Or Create a New individual Post.

โ–ถ๏ธ Watch | 1 minute

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