Bulk Emailing/Inviting Investors (Investor Communication, User Reach-Out, Bulk Updates, Bulk Invites)

Within the platform, you will have the option of sending out emails or invites to multiple users at one time.

To send an email or invite in bulk: 

1. Select Accounts from the left menu
2. Use the checkboxes to choose the users you would like to email
   • You can utilize any saved Lists or applicable Filters to quickly select multiple users
   • You can click the top checkbox to Select All
3. Click Engage 
4. Choose Send Email or Invite
5. Add email content
   • Click the Menu icon if you would like to apply an Email Template
6. Click Send
   
   

Previous training: Add a user to an account & send an invitation

Next training: Create distribution list