General (8)

What types of emails are sent from the platform?

Modified on Wed, Feb 23, 2022 at 10:54 AM
Send bulk emails (Investor Communication, User Reach-Out, Bulk Updates)

Modified on Mon, Feb 19 at 11:06 AM
Set up platform emails (Email Settings, Administrator Lists, Platform Activities)

Modified on Fri, Mar 18, 2022 at 11:02 AM
How can I customize the emails sent to investors?

Modified on Mon, Dec 18, 2023 at 2:36 PM
How to create and use email templates (Bulk Emails, Investor Communication)

Modified on Wed, Mar 29, 2023 at 4:16 PM
How to change platform logo used in an Email Template? (Branding, Email Customization)

Modified on Tue, Mar 8, 2022 at 5:31 PM
How do I remove a contact from drip campaign or automatic emails? (Opt-Out, Unsubscribe)

Modified on Thu, Jun 30, 2022 at 11:24 AM
Can I add attachments to an email sent from the platform? (Sending Files, Attach Documents)

Modified on Tue, Mar 8, 2022 at 1:37 PM