For your given offering powered by DealMaker, you have the ability to customize the look, feel, copy and cadence of automated emails sent to investors during the course of your capital raise. You also have the ability to see detailed email analytics for all automated emails sent to investors during the course of your offering. The following article works as a guide for everything you need to know related to this process.
To get started, first navigate to the “emails” tab for your offering.
Email Analytics
The first section you will see at the top of the emails page is email analytics.
You will see the following analytics for emails sent for your given offering:
- Sent = total number of emails sent to investors
- Unique opens = the total number of individual recipients who opened any email at least once, regardless of how many times they opened it
- Unique clicks = the total number of individual recipients who clicked on any link in any email at least once
- Bounced = Bounce rate refers to the percentage of emails that couldn't be delivered to the recipient's inbox and were "bounced" back to the sender
- CTR (click-through rate) = Click-through rate (CTR) refers to the percentage of email recipients who clicked on one or more links in your email compared to the total number of emails sent
Filtering Email Analytics
When you hover over the email analytics section, you will see that you can either filter the email analytics menu by a specific time frame, or view all analytics for each individual email sent for your offering.
Clicking on the “View all analytics" section will redirect you to a page that displays the sent, unique opens, unique clicks, bounced and CTR metrics for each individual email.
Clicking on the dropdown menu directly to the right of the “View all analytics” section will allow you to filter the email analytics menu by a specific time frame. The available filterable time frames include: Today, Yesterday, Past week, Past 4 weeks, All time, and a custom date range that you can set.
Setting up a Sender Name and Sender Email
Verifying Your Email Domain
If you wish to set up a sender name and sender email address for emails sent to investors for your given offering, you must first verify the domain of your chosen email address. To do so, follow the steps outlined in this article. If you already have a verified domain for your email address of choice on DealMaker, you can skip the steps outlined in the linked article.
Setting a Sender Name and Sender Email
You can set a sender name for all automated emails that go out for your offering, even if you don’t have a verified domain saved on DealMaker for a given email address. This can be done by clicking on the edit button beside “set sender email”.
In order to set a sender email, you will need to have a verified email address domain as mentioned in the step above. Any email address with a verified domain will appear in the list of options under “Sender email”. Choose the verified email that you desire and click save to set a sender email.
List of Customizable Automated Emails Depending on the Type of Offering
Automated emails that can be customized, and are available for all offerings:
Introduction email: These emails are sent at the time of launching a campaign, when an investor is invited directly to the portal
Personalized Email: These are bespoke emails sent to an individual or group of investors throughout the campaign
Funnel start reminder: Reminder email sent out when the investor has just started the investment process.
Mid-funnel reminder: Reminder email sent out when the investor has completed at least one step in the checkout.
End of funnel reminder: Reminder email sent out when an investor needs to fill out accreditation details.
Payment failure email: Alerts an investor when their payment has failed.
Payment confirmation email: Notifies investors when they have made a successful payment.
Refund Email: Notifies investors when their requested refund has been processed.
Warrant Expiry Reminder: When an investor's warrant is about to expire.
Document Reminder Email: When the investor is required to provide proof of identity and has not submitted documents.
Next steps email: When the investor completes all the steps in the checkout.
Acceptance Email: When the investor’s investment is countersigned and accepted
Reset signature email: When the investor needs to re-sign their agreement.
Reset Agreement email: When the investor needs to update part of their agreement.
Automated emails that can only be customized by enterprise members on a Reg CF offering:
Closing campaign emails: When a rolling close is initiated
Closing opt out emails: Confirmation when an investor has opted out of a rolling close
Material change emails: Notifies and investor when a material change campaign is initiated
Automated emails that can only be customized for Reg D 506(c) offerings:
Accreditation documents reminder email: Reminder email sent to investors that have not submitted accreditation documents.
Automated emails that cannot be customized, but are available for every offering
Wire payment instructions email: Sent to investors who want to pay via wire transfer and choose to have their instructions emailed to them.
Micro Deposit email: Microdeposit instructions for investors paying manually via bank-to-bank transfer.
Access link email: When you want to share a direct access link to your offering with an investor.
Customizing Automated Email Templates
Global Email template
The purpose of the global email template is to set a standard design that will be applied to all individual email templates for all automated emails that can be customized. The content of this global template will override any template that is individually set for any individual automated email (including the copy). If you set a global template, make sure you go in and further customize the copy of each individual automated email, if not the base design & copy you set in the global template will be sent out for every automated email for your offering.
Custom Templates per individual email
All emails that are not under the “Restricted customization emails” can be customized to your liking. To begin customizing an email, click on the edit button beside the email of choice.
From there, the email editor will load and you will be brought to the template selection screen.
In the template selection screen you will see two options, DealMaker templates and Company templates:
DealMaker Templates
DealMaker templates are created by the DealMaker team, and come with a base look and feel as well as copy that is relevant to the specific email it covers. Every customizable email on your offering has a corresponding DealMaker template that can be selected as a starting point for further customization. These templates are available for every offering, regardless of the company or enterprise they are tied to, and cannot be deleted from the template library. DealMaker template can be found under the “DealMaker templates” section in the template selection screen.
Company Templates
Company templates refer to templates that you create and save on an offering tied to a specific company. When you save a Company template, it will appear under the “Company templates” section of the template selector screen. These templates will be available for every offering associated with that given company. For example, if I create a template for Offering X associated with Company Y and save it, and then I access the email settings for Offering Z (also associated with Company Y), the template I saved in Offering X will appear for Offering Z as well.
You also have the ability to start completely from scratch (blank template) by selecting the “Build your own design” template.
Setting and Saving Custom Email Templates For and Individual Email
To get started with customizing an individual email template, hover over either the blank template, a company template, or a DealMaker template, and click on the “Select” button. This will load your desired template into the email editor. You can then begin customizing the email as you’d like.
To save the changes you make for the individual email, you will need to have a subject line set for that email. From there, click on the “Save” button at the top right of your screen. If the save is successful, you will see a success notification at the bottom of your screen that says “Email Template saved successfully”.
Saving Company Specific Template
If you wish to save a template that will appear for all offerings associated to a given company, you can do so by following these steps:
1. Click on the dropdown menu at the top left of your screen
2. Click on “Save as new template”
4. When you re-access the template selection screen, you should see your newly saved template under “Company templates”
Base Email Templates
By default, every customizable automated email for your offering will come with a default base template, that includes a standard design as and copy that is relevant to that email’s contents. If you do not make any changes to the email templates, either by individually customizing them or by setting a global template, the automated emails for your offering will use this base template’s content. If you have not already made changes to the template of an individual email, you can see the default DealMaker template for that email by clicking on the preview icon beside that given email. Any customizations you make and save to the email template for an individual automated email will override the base template set for that email.
Saving Company specific Email templates
List of Dynamic Variables That Can Be Inserted into Automated Emails
Below is a list of variables that can be inserted when customizing an automated email, and will be replaced with the dynamic content associated with that variable once that email is sent to investor(s). Please note that the variables will appear as named below when editing and previewing an email, but will populate with their dynamic content when the investor actually receives the email. Additionally, some of these variables are only available for the specific email templates they correspond to.
Company Name: The name of the company associated with your offering
Price per security: The dollar price per security associated with your offering (note this variable will populate with a $ sign automatically so you do not need to add it manually while customizing an email)
Security Type: The security type associated with your offering
Investment amount: The dollar investment amount associated with the investor’s transaction for your offering. (note this variable will populate with a $ sign automatically so you do not need to add it manually while customizing an email)
Tier end date: If there is an active incentive tier for your offering that was applied to an investor’s investment, this will display the tier end date for that incentive tier
Discount percentage: If there is an active incentive tier for your offering that was applied to an investor’s investment, this will display the discount percentage the investment was eligible for
Tier funding deadline: If there is an active incentive tier for your offering that was applied to an investor’s investment, this will display the funding deadline for that active tier
Number of Securities: The number of securities associated with an investor’s transaction for your offering.
Offering name: The name of the offering associated with your offering that is set in the agreement tab.
Investor price: If there is an active incentive tier for your offering that was applied to an investor’s investment, this will display the discounted price they paid for in dollars that was applicable for that investment (note this variable will populate with a $ sign automatically so you do not need to add it manually while customizing an email)
Signed date: The date at which the investor signed their agreement for their investment in your offering.
Ir email: The email set under “help email” associated with your offering.
Company portal: A link that redirects the investor to the company Engage portal associated with your offering.
Deal magic link: Provides a direct invitation link to your offering so that an investor can begin their investment. This is the same link that appears in the “Investors tab” when you click on “Add investors via link”.
Investor access link: A link that will redirect the investor to the last point they were at in the investor checkout for your offering.
Document request email content: This will generate the instructions left for the investor by the reviewer when the investor fails the KYC/AML background checks and needs to upload supplemental documents to prove their identity.
Request 506c email note: (Only for Reg D 506c offerings) This will generate the instructions left for the investor by the verifier if they need to provide further documents to prove their status as an accredited investor.
Funds state: Describes which state an investor’s transaction is in for a given investment in your offering (Funded, Overfunded, Underfunded)
Enterprise name: The name of that enterprise associated with your offering (only applicable If there is an enterprise associated with it)
Expiry Date: (Only for warrant offerings) The warrant expiry date for that investor
Days left to exercise: (Only for warrant offerings) The amount of days the investor has left to exercise their warrants
Amount dollars: The amount in dollars an investor paid for their transaction in your offering, not including any fees (note this variable will populate with a $ sign automatically so you do not need to add it manually while customizing an email)
Payment Method: The payment method the investor used to fund their investment in your offering
Total amount dollars: The total amount in dollars an investor paid for their transaction in your offering, including any fees (note this variable will populate with a $ sign automatically so you do not need to add it manually while customizing an email)
Ancillary fees: The dollar amount in ancillary fees that an investor incurred for their investment in your offering. (note this variable will populate with a $ sign automatically so you do not need to add it manually while customizing an email)
Campaign out out deadline: (Only for Reg CF offerings) Provides the deadline date for when investors can opt out of a rolling close
Campaign email content: (Only for Reg CF offerings) When creating a new campaign for a Reg CF offering, the text that is inputted as part of the campaign creation will populate for this variable
Investor opt out url: (Only for Reg CF offerings) Redirect link that will automatically opt an investor out of their Reg CF investment in your offering
Investor opt in url: (Only for Reg CF offerings) Redirect link that will automatically opt an investor in for their Reg CF investment in your offering
How to insert dynamic variables into an email templates
To insert dynamic variables while editing an email, click anywhere in the email and select “merge tags”, a list of available variables will appear. Alternatively, you can enter @ and the list of variables will also appear.
How to Send Personalized, One-Off Emails to Investors
If you wish to send bespoke, one-off emails to a select group of investors, you can do so by following these steps:
1. Navigate to the investments/investor tab for your offering
2. Select the investors to whom you want to send your bespoke email by selected the checkbox beside their name
3. Select the “Bulk actions” dropdown above the table
4. Select the “Send Personalized Email” option
5. This will load the template set for the “Personalized Email” in the email tab. Set a subject line and customize the content of the email how you see fit
5. Hit the “Send” button at the top right of your screen. This will send the personalized email to the selected recipients.
