a year ago
Streamline your communication with our new customizable email template
Fund Managers can now create and manage customizable email templates for investor invites, reminders, and document distributions.
Benefits:
- Targeted Messaging: Customize emails for specific investors.
- Improve efficiency: Save time with reusable templates.
- Consistent branding: Maintain a unified branding across all emails
Go to Settings > Email Templates to learn more on this feature. Create your first email template and start optimizing your communication today!