Creating and Using Email Templates

This article explains how to create an email template from your Manager Dashboard and how to send emails using a template.

You can create new email templates to use from the Templates section of your Manager Dashboard. 

Create Email Templates

1. Click on the section titled Templates on the left menu.

2. Click on + New Template.

3. Choose a name for your template and click Add.

4. Edit all necessary content, including selecting Merge Fields from the options on the right as needed.

5. When your email is ready, choose send sample to view how it will look to your investors.

6. Click Save when you are satisfied with your template.

Send an Email using a Template

1. Click on the section title People from the left menu

2. Choose which investors you would like to send your templated email to and click Mail Merge

3. Choose your template, review the message and preview if you want to check how it appears to investors. Then click Send.