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Search results for:Sync Your Email With InvestNext

Sync Your Email With InvestNext

Integrate your email with InvestNext to send and track emails from within InvestNext… Using the Email Center/Bulk Emails Set up your Email Domain for your InvestNext Portal… Sponsors can sync their Email Addresses with the Portal by using InvestNext's Email Integration

Admin Profile Settings

ADMIN USERS: How to change your username/email, manage your email notifications, and more!… Email Integration - Integrate your email with InvestNext, change your Email Sync settings and edit your… For instructions, please view the article Sync Your Email With InvestNext

Mass Email from Contacts Screen Without Creating a Filter

Use the steps in this article to email one or more Contacts directly from the Contact section WITHOUT creating a Contact filter… has opened the email: Sync Your Email With InvestNext How to Send Emails Through a Custom… these two articles: Sync Your Email With InvestNext How to Send Emails Through a Custom

Using the Email Center/Bulk Emails

Easily send out personalized, bulk emails to your Contacts through your Investor Portal… [Inline Video] Sync Your Email With InvestNext How to Send Emails Through A Custom Domain?

Set up your Email Domain for your InvestNext Portal

Set-up a custom email domain for all transactional emails sent from your InvestNext portal… Sync Your Email With InvestNext… After updating the DNS Records (DKIM & Return-Path) for your domain with the values provided at your

How to Send Emails to Opportunities in a Capital Raise

Use the steps below to send an email to Investors from the Opportunities tab in the Fundraising section… STEP 5: In the email, add your Subject, compose your message, and then click 'Send': NOTE: All Contacts… Email With InvestNext

Collecting soft commitments with InvestNext forms

How to collect soft commitments from prospective investors using InvestNext forms… Click here for a refresher on customizing InvestNext forms When an investor views your deal room… Let's start with a use case.

Getting Started: InvestNext Checklist

Welcome to InvestNext! Our team has compiled this checklist covering each part of the platform… Let's dive in and get you started on your journey with InvestNext!… Stay on top of your to-do list with our user-friendly task management tool

How to Customize InvestNext Forms

This article will walk through how to customize your InvestNext Forms (registration form) to collect as much data about potential investors!… Discover the convenience of InvestNext forms for your syndication sponsor needs!… InvestNext Fields Add any of the pre-configured fields by clicking on the field name under InvestNext

Zapier: How to Send InvestNext Form Data to Another Zapier-integrated System

Use Zapier to send your InvestNext Form data from InvestNext to another Zapier-integrated system… InvestNext has integrated Zapier to allow you to automate sending data you have collected with your InvestNext… up a draft email