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 Summary

There are two locations in IMS where you can customize or control the sending of distribution notifications through the system: Portal Notifications and Waterfall / Distributions (Investor Settings). The steps below will showcase both workflows so that you will feel confident about what's going out to investors and when those notifications are going to be delivered.

Once under Investor Settings, select Waterfall/Distributions:

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Select how you would like distribution emails to be sent. For more information, hover over each information icon. We provide three options for how the distribution notifications will be delivered:

  • Send batch distribution emails: this will send one email to the investor containing an itemized list of all marked distributions from the prior day.
  • Send individual emails: this will send an individual email to the investor for each distribution marked as sent.
  • Do not send distribution emails: no emails are sent or scheduled once a distribution is marked as sent.

Make sure that the Email Scheduling tool is set correctly for when batch or individual emails are processed and sent. Whether you are using the batch or individual email send setting for distributions, the scheduling tool will respect the default settings unless you would like to choose to set a custom schedule. This gives you the ability to choose a custom Frequency, Send Time, and Time Zone to adhere to.

If you choose 'Do not send distribution emails', the Email Scheduling tool will respect this setting and indicate this, hiding the Email Scheduling tool:     

Now that your send settings have been properly configured, it's time to check your Distribution Investor Notification to see what, specifically, investors see when the notification is delivered. To get to this email template, click on your name (top right) > Investor Settings > Portal Notifications > Distribution Investor Notification. Click on the edit pencil (far right) to navigate to the portal notification template. If you have made edits in the past and would like to reset to the default distribution notification, select Reset to Default.

Here you will notice several things you can customize for your investors. You can customize the reply-to email address, email subject line, logo display, project name, or the notification itself. These are all separate toggles/checkboxes, with a sample preview on the right-hand side.If you choose to customize the email notification, you may add or remove any tags or text that has a white background. The gray tag in the middle is required in order to pull in key information from the project(s) you are distributing out of.

As with all updates and changes in IMS, we strongly suggest setting up a test project or starting with test investors so you can run tests internally before making any new changes go live!