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 (copies) of existing Updates or Emails and edit/add new content as needed.
Table of Contents:
How To Create Duplicate (Copies) of Updates
STEP 1: Navigate to Communications and click on the Updates tab:
STEP 2: Click on the Update you would like to duplicate:
STEP 3: Select the 'Copy as Draft' button:
STEP 4: Make any desired edits to the newly duplicated Update:
IMPORTANT:
Formatting: If you are copying and pasting text from an external 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:
MAC: command+shift+v
Windows: Ctrl + Shift + V
You can also use a program like Notebook which will strip the prior formatting out of the content.
STEP 5: Once your edits are complete, click the 'Save Changes' button located at the bottom of the page:
STEP 6: Publish your new duplicate Update by clicking on the 'Publish' button:
How To Create Duplicate (Copies) of Emails
STEP 1: Navigate to 'Communications' and click on the 'Email Center' tab:
STEP 2: Select the Email you would like to duplicate:
STEP 3: Click the 'Copy as Draft' button:
STEP 4: Make any desired edits to the newly duplicated Email:
IMPORTANT:
Formatting: If you are copying and pasting text from an external 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:
MAC: command+shift+v
Windows: Ctrl + Shift + V
You can also use a program like Notebook which will strip the prior formatting out of the content.
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:
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