InvestNext

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

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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