Do you have a sample welcome email for Reg CF?

Emails sent to investors when new users sign up to your platform can be customized, to add details required by FINRA.

To edit the content of transaction emails:

1. Select Engagement from the left menu
2. Click Email
3. Choose Platform Emails
4. Click Account
5. Select New Sign Up
6. Edit the content of the email sent to the investor
7. Click Save
   
   

We have an example welcome email that has been pre-vetted by FINRA here for you: 

Hi {{name}},

We're excited to have you onboard at {{platform_name}}! We are the only investment crowdfunding platform focused on helping innovative businesses and startups raise capital.  You can get started by exploring our {{link}} of investment opportunities to see if there are any issuers you would like to support with your investment.

If you need information on how to use the site, or about crowdfunding regulations, check out the FAQs page and Knowledge Center to get started.

Remember, any person who promotes an issuer's offering for compensation, whether past or prospective, or who is a founder or an employee of an issuer that engages in promotional activities on behalf of the issuer through Test Company, must clearly disclose in all communications the receipt of the compensation, and that he or she is engaging in promotional activities on behalf of the issuer.

{{platform_name}} is compensated by charging issuers a fee based on a percentage of the amount being raised.

Please contact us if you have any questions.

{{link}}

Thank you,

The {{platform_name}} Team