Turn On/Off Offer Settings (Sharing, Access, Referrals)

Modified on Fri, Oct 3 at 4:27 PM

Your platform comes with many different features to support your offers such as social sharing, access requirements, and referral invites. You can decide to turn them on or off based on your business needs easily. 


To update offer settings: 

  1. Select Offers from the left menu
  2. Click the Settings gear
  3. Use the checkboxes to enable or disable the following options:
    • Allow Investors to Invite Others: Each investor will be able to share offers, using their own personalized referral link, allowing your platform to track all referrals
    • Allow Investors to Favorite Offers: Investors can use a star icon to express interest in offers in the Marketplace
    • Disable Sharing Referral Links: Investors can invite users via personalized, but are not able to copy the link to send it directly
    • Allow Social Sharing: Allow investors to also share offers on Twitter, LinkedIn, or Facebook directly from the platform

    • Enabling Single Offer Mode: When on, navigating to the marketplace will automatically jump right into your offer’s details page
    • Require Email Verification to View Offers: Investors will need to verify their email using a link sent to their inbox before they can see offers in your Marketplace

    • Include Blockchain Integration: Allows your users to monitor their holdings of Bitcoin or Ether in their portfolio alongside other investments they’ve made on your platform
      • Enabling this feature will also show fiat to cryptocurrency conversions throughout the platform


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