InvestNext

Creating duplicates or copies of existing Updates and Emails.

How to Create Duplicate (Copies) of Updates and Emails

Creating blog posts and setting up/sending custom emails.

Communications

Easily send out personalized, bulk emails to your Contacts through your Investor Portal.

Using the Email Center/Bulk Emails

Use the steps in this article to email one or more Contacts directly from the Contact section WITHOUT creating a Contact filter.

Mass Email from Contacts Screen Without Creating a Filter

This article walks through how you would locate the email views within an individual investor Contact

How to View Email Tracking (Contact-level)

Email

This article describes how to add an audience to a new update.

Adding an Audience to an Update

Blog Posts

InvestNext forms are a powerful and customizable way to capture information from current and prospective investors

InvestNext Forms

This article will walk through how to customize your InvestNext Forms (registration form) to collect as much data about potential investors!

How to Set Up and Customize InvestNext Forms

Getting started with forms

How to collect soft commitments from prospective investors using InvestNext forms

Collecting soft commitments with InvestNext forms

Capture leads on your offerings page using InvestNext forms

Capture leads on your Offerings Page

Capture leads on your deal room using InvestNext forms

Capture Leads on Your Deal Room

Places forms can be used

The following steps describe how to review a newly submitted form from potential investors before granting them access to your portal.

Form Submissions: How to Approve or Deny a Submission

Receiving form submissions

Create a custom design with text, images, and links

Company Website

Find answers and get help from Intercom Support and Community Experts

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