Key Steps
Step 1: Adding a Single Contact 0:00
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Access the contact list in the system.
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Click on the option to add a single contact.
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Fill in the required fields, ensuring to include an email address.
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Optionally, add tags to categorize the contact.
Step 2: Adding Multiple Contacts via CSV 0:27
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Download the CSV template provided by the system.
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Fill in the contact information in the CSV template.
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Upload the completed CSV back into the system.
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Choose to skip duplicates or overwrite them as necessary.
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Review the preview and confirm the import.
Step 3: Inviting Investors 1:13
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Navigate to the offerings section and select the relevant offering (e.g., Copperwood Townhomes).
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Use the pre-populated email template to invite investors.
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Select the contacts (e.g., Cam and Brandon) to whom you want to send the invitation.
Step 4: Configuring Email Settings 1:41
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Enter your email address in the sender email section to ensure replies go to you.
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Set the 'reply to' address to your email if you want responses directed to you.
Step 5: Previewing the Invitation 1:58
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Send yourself a preview of the email to check the content.
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Ensure that the email includes all necessary details such as the offering title and investment highlights.
Step 6: Sending the Invitation 2:38
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Once satisfied with the preview, send the invitation to the selected contacts.
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Check the invitations tab to confirm the status of the sent invitations.
Step 7: Tracking Responses 3:03
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Monitor the invitations tab for updates on whether the recipients have opened or clicked on the invitation.
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If needed, resend the invitation to those who have not responded.
Step 8: Managing Investor Commitments 3:10
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If recipients make a soft commitment, they will be moved to the Investors tab for further action.
Cautionary Notes
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Ensure that all email addresses are correctly entered to avoid sending invitations to the wrong contacts.
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Double-check the CSV file for formatting errors before uploading to prevent import issues.
Tips for Efficiency
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Use tags to categorize contacts for easier management and retrieval.
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Regularly update the contact list to keep it current and relevant.
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Utilize the preview feature to minimize errors before sending out invitations.