Sending Emails to Investors

This article will teach you how to send emails to individual investors, or to multiple investors participating in your Offering.

Emailing An Individual Investor

1. On the left menu of your Manager portal, select People.
   
2. Select the checkbox on the investor that you would like to send an email to, and click on Conversation next to the envelope icon.
3. Enter your subject line under Subject, or select a Template to use under Templates. You may edit your template or choose to draft an original message.
   
4. When complete, click Send.

Emailing Multiple Investors

1. On the left menu of your Manager portal, select People.
   
2. Select the checkboxes of the appropriate investors that you would like to email, and click on Mail Merge. Mail Merge allows you to send messages to multiple investors separately, at the same time.
   
3. Enter your subject line under Subject, or select a Template to use under Templates. You may choose to edit your template or draft an original message to your contacts. 
   
4. When complete, click Send.
   
   

For further assistance, email support@verivest.com