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Advice and answers from the InvestNext Team

Search results for:Sync Your Email With InvestNext
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
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?
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
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
Integrate 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 easily synchronize their email addresses with the InvestNext Portal using the Email Integration
InvestNext Holiday Schedule
InvestNext will be closed in observance of the following holidays
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.
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
Capture leads on your Offerings Page
Capture leads on your offerings page using InvestNext forms… When a prospective investor clicks the Invest Now button they're presented with a customizable form to… following global settings are enabled by going to the top right gear wheel and enabling the following with