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Knowledge Center
DealMaker Engage
DealMaker Engage
In these articles, we will teach you the know-how of utilizing DealMaker Engage.
Overview of DealMaker Engage
Setup
What is the feature 'Updates' under Communications? How do I customize them?
How do I link News Releases to active deals?
How do I update company information within DealMaker Engage?
How can I access my Deals through Engage?
How to add FAQ in Engage?
Community Building
Send Emails using DealMaker Engage
Managing Members with DealMaker Engage
Bulk Document Upload
What Documents Can I Upload?
How to Access and Begin Using the Engage Email Editor
Content Blocks, Rows & Settings
Saving and Sending an Email or Newsfeed Post
AI-Generated Newsfeed Posts (Pilot Program)
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Transfer Agent Actions
How can I add Members to my DealMaker Engage portal?
What is my Shareholder Report? How can I download my company’s shareholder report?
What is my Members' table? What is the difference between Followers and Investors I see on Engage?
Member Views
How different members see your DealMaker Engage frontend?
What do my securityholders see when I upload a document to their profile?
How do I control the content my audience can see on DealMaker Engage?
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