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.
Step-by-Step Instructions
STEP 1: Activate Form submissions in your global settings:
Click the Cogwheel icon in the upper right corner.
Navigate to Investor Portal on the left hand side.
Select the Access tab.
Check the Enable Form Submissions option
(Optional) Click the Enable Self Registration option to include a Register button on your investor portal login page.
Click Save Changes.
STEP 2. To customize your Form:
Go to the Communications section
Click the Forms tab.
Click the ACTIONS button.
Click Edit Form.
STEP 3. There are three primary sections which you can use to edit the Form:
Header/Body
InvestNext Fields
Custom Fields
IMPORTANT: Always ensure you Save Changes before moving to another section
Header/Body
Provide additional context to your potential investors about the form's purpose and what to expect next.
InvestNext Fields
Add any of the pre-configured fields by clicking on the field name under InvestNext Fields.
A field is grayed out under the InvestNext Fields section when it is already on the form.
NOTE: These fields can be edited by clicking on the edit icon after the field has been added to the form.
Custom Fields
You can create and add Custom Fields by:
Click on the type of New Field you wish to add:
2. The Custom Field editor box will display:
3. Enter your custom Field Name and any Options.
4. Click Save.
5. The new Custom Field will display as on option under the Custom Fields section:
IMPORTANT: When a new custom field is created, it is also added as a Custom Field on the Contact profile as well as an option to display on the form.
STEP 4. To Rearrange, Edit, Remove or Require fields on the Form:
Rearrange any fields on the form by dragging the field
Click on the field to make the pencil icon or X display
Use the pencil icon to edit the field
Click the X icon to remove the field from the form
Require a Field by clicking on the pencil icon and checking the "Required" check box:
STEP 5. Preview your form by clicking the Preview button:
