How to promote a deal

Overview:

Through Delio Core you can promote investment opportunities to your client base and reach your audience effectively, whether it's all deals or specific ones. 

When you promote a deal, your clients with visibility of the deal will receive an email showcasing the opportunity, ensuring maximum engagement. 

You have the flexibility to promote deals immediately upon publication or at a later date, giving you full control over your promotional strategy.

This article offers guidance on:

• Promoting an existing deal

• Promoting a deal when publishing it

How to promote an existing deal

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

Click the My Deals button, which will take you to the deal screen. 

Choose the deal you want to promote. 

Note - the deal must be published in order to be able to promote it.

Once you have opened the deal you want to share, click the Promote button. This will open a pop-up window.

Within the pop up, under Promote to you can specify whether you want to send it to a Distribution List or specific investors via Classified Investors. Each will bring up a second field where you will select which list or investor you want to receive the email.

 Enter an Email title and add the main content of your email to the Body field. Here you can format the text, add imagery and video.

If you want to use a presaved template, click on the document icon with three lines Load template. 

Once happy with the content, click Send. This will send out an email to the recipients specified.

How to promote a deal when publishing it

After publishing a deal on your platform, a pop-up will appear, offering you the option to promote the deal. 

Simply click on the Promote button to proceed and follow the same steps as above once the Promote Deal pop up window appears.