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Add Videos to Offers (YouTube, Vimeo, Display Videos)
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How can I add custom fields to an offer? (Read-Only Details, Offer Information)
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How do I set up an offer/campaign just to collect interest, not payment? (Test The Waters, TTW, Commitment Only)
How do I get started building my offer? (6)
Everything you need to know to get started with your Offer on WealthBlock platform.
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Add a new account to the CRM (Investors, Manage Investor Information)
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Bulk Import Accounts (Upload Accounts, Mass Upload, Contacts, Investor, Customizing Data, CRM and Contact Updates)
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How can I review and approve changes to investor accounts? (Audit Updates, Review Account Updates, Approve Account Details)
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Add an Admin User (Permissions, Roles, Access)
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How do I delete a user from an account? (Remove, Removing)
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Can a user have multiple accounts? (Add Multiple Users, Using same email)
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How do I create lists? (Distribution Lists, Account Lists, Allow Lists)
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CRM View: Customize Fields and Export Contacts (Column Modification, Form Fields, Import, Adding Columns, Adding Data Points)
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Sharing Secure Files (Sensitive Data, Sharing Information, Requesting Data)
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Can I perform KYC and AML checks? (Accounts, Users, Know Your Customer, Compliance)
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How do I enable self-accreditation? (Investor Accreditation, Requirements)
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If an Accreditation requires more information, how will my investor know what to provide? (Accreditation, North Capital, Verification)
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Customize Investor/Issuer Questionnaire, Sign-Up Forms (Add Field, Add Form Questions, Collect Investor Information, Issuer Onboarding, Signup)
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How can an investor provide a long response in a form field? (Form Fields, Add Field, Multi-Line Text)
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How can a required field be added to the investor signup process? (Account Setup, New Investor, Required Field)
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What types of emails are sent from the platform? (Sending Emails, Notifications, Automated)
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Bulk Emailing/Inviting Investors (Investor Communication, User Reach-Out, Bulk Updates, Bulk Invites)
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How can I customize the emails triggered based on investor action in the platform? (Emails, Automatically Sent, Transaction, Account)
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ACH FAQs (Payment Method, ACH Transfer, Bank Transfer, ACHQ)
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Auto-Investment (Recurring investments, automatic investment)
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Credit Card FAQs (Payment Method, CC, Stripe, North Capital)
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North Capital Escrow Account (North Capital, ACH, Issuer Account)
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How do I use an escrow account to accept investment payment? (ACH, Credit Card, Reg CF, Issuer Account)
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Does WealthBlock provide a native Payment Solution? Yes, powered by Cliq payment integration (ACH, Credit Card, Escrow, Payment Option, Payment Method)
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How can I view offer-specific data in a transaction? (Custom Offer Form, Edit Transactions)
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How do I notify investors about any material changes? (Reg CF, Investor Acknowledgement, Re-Confirmation, Reconfirmation),
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Transaction Types and Statuses (Adding Transactions, Updating Transactions)
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How do I cancel a transaction as an admin? (Cancel Investment, Reject Transaction)
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How to add offline investments and/or transactions to the platform? (Manual Transactions, Prior Transactions)
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How can an investor re-submit a payment that has been rejected? (Payment Declined, Rejected Payment)
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Do you have examples of customized calculations that are used in Reports/Dashboards? (Reporting, Metrics, Display, Portfolio, Dashboards)
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Transaction Reporting (Custom Dashboards, Investor Views of Transaction, Data Review, Export, Quarterly, Distribution)
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How are performance metrics calculated? (Formula, Calculation, Total Invested, Total Value of Assets, Total Returns, Portfolio, Dashboards)