How to manage distribution lists

Overview:

Distribution emails are useful for communicating with investors, entrepreneurs and internal users. For example, you can inform clients about new deals, upcoming investments or any interesting updates. 

This article covers:

• Creating a distribution list

• Adding an investors to a distribution list

• Adding an internal user to a distribution list 

• Editing a distribution list

How to create a distribution list

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Select Distribution Lists.

Click the Create List button in the right corner. 

A pop-up will ask you for a name for the list and a description of the list. 

Once completed, click on the Create List button on the pop-up. 

How to add an investor to the distribution list

Navigate to the Distribution List page (see above). 

Select the distribution list that you would wish to add users to. This will bring you to the Manage List page.

Navigate to the Manage List tab, and then proceed to click on the Investors tab from the three possible options.

Select/deselect all investor on your platform by clicking the tick box at the top of the list next to Email. To select/deselect individual investors, click the tick box next to their name. 

Once you have selected which investors you would like to add. Press the Save Changes button in the bottom right corner. 

How to add an internal user to the distribution list

Navigate to the Distribution List page (see above). 

Click on the distribution list that you would wish to add users to. This will bring you to the Manage List page. 

Navigate to the Manage List tab, and then proceed to click on the Internal User tab from the three possible options.

Select/deselect all internal users on your platform by clicking the tick box at the top of the list next to Email. To select/deselect individual internal users, click the tick box next to their name.

Once you select which internal users you would like to add. Press the Save Changes button in the bottom right corner. 

Editing a distribution list name and description 

Navigate to the Distribution List page (see above).

Click on the distribution list that you would like to edit.

Press the Edit List Details button. 

From here you are able to edit the Distribution List name and description.

To, save your changes, press the Save button.

Removing Investors/Internal users from a distribution list 

Navigate to the Distribution List page (see above).

Click on the distribution list that you would like to remove users from.

Select the user(s) that you would like to remove from the distribution list. 

Once you have selected all the users that you would like to delete, click Remove Members. 

A pop-up will appear in the right corner, confirming that the users have been removed.