How can I create a waitlist on an offer that has over-subscribed? (Commitments, Interest Only, Funded Offer)

When a funding goal has been met, but you would still like to collect interest from any additional investors, you can update the offer to allow your investors to create Commitments instead of Contributions.

To do so:

1. Select Offers from the left menu
2. Choose the offer that you would like to update
3. Click into the Investor Flow menu
4. Adjust the flow, removing and adding steps until only the below steps remain: 
   • Select Account Type
   • Complete Account Form
   • Interest Only
     
5. Expand the Call to Action Buttons menu
6. Update the label of the Invest button to Join Waitlist, or something similar
   
7. Click Save Changes

Once this is complete, you will see that any new investors who complete the flow will see transactions created as Commitments.  You will be able to filter your transactions for this Transaction Type, to view any investors on the waitlist.