Discover the convenience of InvestNext Forms for your syndication sponsor needs! Easily gather leads and potential investors, customize your questionnaire, and grant Investor Portal access effortlessly.
Table of Contents:
Step-by-Step Instructions:
PART 1. Enable Form Submissions:
Click on the 'General Settings (Cogwheel icon)' in the upper right-hand corner.
Click on the 'Investor Portal' tab on the left-hand side.
Click on the 'Access' tab.
Check the 'Enable Form Submissions' setting.
(Optional) Check the 'Enable Self Registration' setting to make a 'Register' button appear on your Investor Portal Log-in page.
Click 'Save Changes'.
TIP: If you would like the system to automatically approve Form Submissions for you, check the Enable Form Submission Auto Approval setting.
PART 2. Customize your InvestNext Form:
STEP 1. Navigate to 'Communications' and click on the 'Forms' tab. Then click on the 'ACTIONS' button then click on 'Edit Form':
STEP 2. There are three primary sections you can use to customize the Form:
IMPORTANT: Always ensure you click 'Save Changes' before moving to another section.
1. Header/Body
Under the Header/Body, you can enter a title (for example, your Company Name) and any additional context for your potential investors about the Form's purpose:
2. InvestNext Fields
Under the 'INVESTNEXT FIELDS' menu, add any of the pre-configured fields by clicking on them. The field will become grayed out in the menu once it is added to the Form:
3. Custom Fields
Under the 'CREATE NEW FIELDS' menu, create a new Custom Field by clicking on the type of field you wish to add. An editor will open on the right side of the page. Enter the 'Field Name' and any 'Options', then click 'Save' when done:
Under the 'CUSTOM FIELDS' menu, your newly created Custom Field will appear as an option:
NOTE: When a new Custom Field is created, it is also added as a Custom Field on the Contact page.
STEP 3. Rearrange, Edit, Remove, or Require fields on the Form:
Rearrange: Drag and drop a field to the desired spot on the Form.
Edit: Hover over a field to make the pencil icon (edit) appear.
Remove: Hover over a field to make the X icon (delete) appear.
Require: Click the pencil icon and click the "Required" checkbox in the editor.
STEP 4. Preview the Form by clicking the 'Preview' button:
