Using Update or email templates is a great way to save time while also staying in contact with your investors.

In InvestNext, you can create duplicates or copies of existing Updates or Emails and edit/add new content as needed.

Formatting:

When copying text from another software program, the best practice is to remove any existing formatting when pasting the content into the Update or Email.

To do this, you can use the “paste without formatting” features:

You can also use a program like Notebook which will strip the prior formatting out of the content.

IMPORTANT: The steps to create duplicates of emails are below the steps to create duplicate Updates.

Step 1: Navigate to Communications and click on the Updates tab:
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Step 2: Click on the Update you would like to duplicate:

Step 3: Select the Create as Draft button:
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Step 4: Make the desired edits to the newly duplicated Update:
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Step 5: Once you edits are complete, click the Save Changes button located at the bottom of the page:
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Step 6: Publish your new duplicate Update by clicking on the Publish button:
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Step 1: Navigate to Communications and click on the Email Center tab:
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Step 2: Select the email you would like to duplicate:

Step 3: Click the Copy as Draft button:

Step 4: Make changes to email content.
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Step 5: Save your new email as a draft by selecting the Save Draft button or send out your new email by selecting the Send button.