Guides related to creating and sending emails within IMS
Bulk Email & Email Templates
Bulk Email allows our users to select from a Basic or Custom template to compose an Email. Our enhanced text editor and introduction of insertable contact merge fields will make it much easier to engage with your investors when sending Email cor...
Default Email Signature
Click on the profile icon at the top right, then click My Profile. Click General Preferences Here, you have the ability to manage your time zone and add a default email signature. Click Save.
Email Integration - BCC
Overview: The IMS Platform CRM system can now track email correspondence with your investors and any other contact in the CRM. Tracking emails gives you full visibility into communications with your contacts. The email tracking feature enables you...
Invite Investors to Portal
How to Send Invitations to Investors Step 1: Click the CRM tab and then click Contacts. Here, you will see a list of all contacts that have been added to the system. Note the Status column will display either 1) Waiting (meaning contact has not re...
Overview Email Segmentation is a method that Sponsors can use to send highly targeted emails to investors or prospect groups by dividing contacts into smaller groups, or “segments." Within our CRM feature, create segments of individuals based on t...
🎬 Bulk Email
Overview: Bulk Email is a tool admins can use to send mass communication to investors quickly. Easily search and filter through your CRM contacts, select investors, and create an email campaign. Step by Step: The first time you use email, we wan...