How can I customize the emails sent to investors?

Customizing emails sent to your investors will allow you to choose what information is provided to users at different stages in the investment process.

There are two categories of emails sent to investors: 

1. Platform Emails
   • These emails will be sent to all users of the platform
2. Offer Emails
   • Emails can be specific to users investing in selected available offers

To customize all Platform emails, you can: 

1. Select Engagement from the left menu
2. Click Email
3. Here you will see the emails are separated into three groups: 
   • Account: 
     • New Sign Up, Account Approved, Account Referral 
   • Transactions: 
     • Transaction Created, Transactions Approved, Payment Received, Transaction Complete, Transaction Canceled
   • E-Sign:
     • Document Request, Document Signed, Document Complete
4. Click any email type to edit the message sent to the investor
5. Click Save

To add an Offer email, you can: 

1. Select Engagement from the left menu
2. Click Email
3. Choose Transactions
4. Click Add An Offer Specific Transactions Email
5. Use the drop-down menus to choose an available offer and email type
6. Click Create 
7. Edit the message sent to the investor
8. Click Save

#edit email, transaction email, system email, platform email