General (6)

What types of emails are sent from the platform? (Sending Emails, Notifications, Automated)

Modified on Fri, Sep 5 at 4:03 PM
Bulk Emailing/Inviting Investors (Investor Communication, User Reach-Out, Bulk Updates, Bulk Invites)

Modified on Fri, Sep 5 at 3:57 PM
How can I customize the emails triggered based on investor action in the platform? (Emails, Automatically Sent, Transaction, Account)

Modified on Fri, Sep 5 at 3:45 PM
Create and Use Email Templates (Bulk Emails, Investor Communication)

Modified on Tue, Sep 9 at 9:49 AM
How can I change the platform logo used in an Email Template? (Branding, Email Customization)

Modified on Tue, Sep 9 at 9:48 AM
How do I remove a contact from drip campaign or automatic emails? (Opt-Out, Unsubscribe)

Modified on Tue, Sep 9 at 9:45 AM