What types of emails are sent from the platform? (Sending Emails, Notifications, Automated)

Emails sent to investors from the platform can be divided based on when and how they are sent: 

1. Automated Workflow Templates
   • Emails triggered when the user takes specific action within the platform 
   • These emails can be customized on the Engagement page (click here to learn more)
   • Some examples:
     
     

     Email	Trigger
     New Sign Up	A user signs up to use the platform
     Account Approved	An admin approves an investor account to grant them permission to use the platform
     E-Sign Document Requires Signature	A user has a pending document to sign or countersign
     Transaction Created	A user completes the investment process
     Transaction Approved	A user's transaction is approved by a platform administrator
     Payment Received	An electronic payment has been cleared/received by integration partner, such as North Capital, Strip, etc.

     
     
     
2. Campaigns
   • Email campaigns that the platform administrator can create based on where the investor is in the investment process, or based on an investor account list
   • The content and timing is customizable (click here to learn more)
     
     
     
3. Manual Emails
   • Emails from or to an admin that are manually triggered such as:
     • Secure Invite Link: email created to invite a user directly into the platform, which can direct the user to a specific offer page, tab, or update
     • Contact Us: emails sent from investors to the platform administrator and/or issuer
       
       
       

#confirmations, receipts, notices, generated, by whom