Send bulk emails (Investor Communication, User Reach-Out, Bulk Updates)

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
3. Click Engage 
4. Choose Send Email or Invite
5. Add email content
   • Click the Menu icon to apply an Email Template
6. Click Send

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

Next training: Create distribution list