--- title: Send Emails using DealMaker Engage description: "Engage with investors by email: invite new followers, notify members of new documents, and share news releases" --- [Skip to content](https://help.dealmaker.tech/send-emails-using-dealmaker-engage#main-content) English Show submenu for translations [![DealMaker Logo](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg)](https://dealmaker.tech/) Open main navigation Close main navigation - English Show submenu for translations - [Go to DealMaker](https://dealmaker.tech/) [Go to DealMaker](https://dealmaker.tech/) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://help.dealmaker.tech/?hsLang=en) 2. [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage?hsLang=en) 3. [Community Building](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#community-building) # Send Emails using DealMaker Engage ## Engage with investors by email: invite new followers, notify members of new documents, and share news releases Engage has three ways for your company to land in an investor’s inbox: 1. Invite new Followers to your Engage profile 2. Share new Documents 3. Share a News Release ### Invite new Followers to your Engage profile Notify invited Members by email when they are added individually, or in bulk via CSV. See [our article on managing Members](https://help.dealmaker.tech/managing-members-with-dealmaker-engage?hsLang=en).  ![Screen Shot 2023-10-25 at 4.28.08 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-10-25%20at%204.28.08%20PM.png?width=688&height=394&name=Screen%20Shot%202023-10-25%20at%204.28.08%20PM.png) Click **Preview** to see how your invitation email looks. ![](https://help.dealmaker.tech/hubfs/Screenshot%20from%202022-10-19%2014-58-28-png.png) #### Customize invitation emails When inviting members in bulk, by clicking **Add member via CSV**, you can use custom text in the automated invitation emails.  Click **Edit Email Notification** to reveal the rich text editor, which lets you format text, add hyperlinks, and refer to the investor by name using the \[member\_name\] variable.  ![](https://help.dealmaker.tech/hubfs/dmEngage_addMembers_csvBulkUpload_editEmailNotification-png.png) ### Share new documents Notify existing Members by email when your company uploads a new Document. Target specific Members Inboxes by name or tags, or share documents with all members.![Screen Shot 2023-10-25 at 4.30.41 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-10-25%20at%204.30.41%20PM.png?width=688&height=513&name=Screen%20Shot%202023-10-25%20at%204.30.41%20PM.png) The email will take users back to their DealMaker platform to view or download the document.   ![](https://help.dealmaker.tech/hubfs/Screenshot%20from%202022-10-19%2015-05-35-png.png) ### Share a news release Notify existing Members by email when your company publishes a News Release. Target specific Members inboxes by name or tags, or share documents with all members.   ![Screen Shot 2023-10-25 at 4.30.04 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-10-25%20at%204.30.04%20PM.png?width=688&height=292&name=Screen%20Shot%202023-10-25%20at%204.30.04%20PM.png)The email will show users your News Release. Click **Preview** before publishing your article to see the email before it is sent.  The email will show the full News Release and a button taking the user to your Engage portal. ![](https://help.dealmaker.tech/hubfs/dmEngage_newNewsRelease_emailNotification-png.png) ### Schedule News Releases and Documents emails Set a date and time to schedule a new Document or News Release. Email notifications will be sent shortly after a Document is shared or a News Release is published.  ![Screen Shot 2023-10-25 at 4.31.19 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-10-25%20at%204.31.19%20PM.png?width=408&height=156&name=Screen%20Shot%202023-10-25%20at%204.31.19%20PM.png)   - [Step 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#main-content) - [Agreements](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#agreements) - [Payments](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#payments) - [Self-Serve](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#self-serve) - [Integrating with DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#integrating-with-dealmaker) - [FAQ](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#faq) - [Step 2: Launching A Deal](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#main-content) - [Issuer and Investor](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#issuer-and-investor) - [FAQ](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#faq) - [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#main-content) - [Investor Management](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#investor-management) - [Managing Transactions](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-transactions) - [Payouts/Reporting](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#payouts-reporting) - [Regulatory/Compliance/Legal](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#regulatory-compliance-legal) - [Brokers/Agents/Finders](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#brokers-agents-finders) - [Managing Your Raise](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-your-raise) - [Step 4: Closing A Deal](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#main-content) - [Closing FAQs](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#closing-faqs) - [Regulation CF](https://help.dealmaker.tech/regulation-cf?hsLang=en#main-content) - [FAQs](https://help.dealmaker.tech/regulation-cf?hsLang=en#faqs) - [Regulation D 506(c)](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#main-content) - [FAQs](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#faqs) - [Developers](https://help.dealmaker.tech/developers?hsLang=en#main-content) - [Developer](https://help.dealmaker.tech/developers?hsLang=en#developer) - [Regulation A+](https://help.dealmaker.tech/regulation-a?hsLang=en#main-content) - [FAQs](https://help.dealmaker.tech/regulation-a?hsLang=en#faqs) - [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#main-content) - [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#investor-faq) - [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#main-content) - [Setup](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#setup) - [Community Building](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#community-building) - [Transfer Agent Actions](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#transfer-agent-actions) - [Member Views](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#member-views) - [DealMaker Shareholder Services](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#main-content) - [DealMaker Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#dealmaker-transfer-agent-faq) - [General Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#general-transfer-agent-faq) - [Canadian Private Placements](https://help.dealmaker.tech/canadian-private-placements?hsLang=en) - [Enterprise](https://help.dealmaker.tech/enterprise?hsLang=en#main-content) - [Developer](https://help.dealmaker.tech/enterprise?hsLang=en#developer) - [DealMaker Engage](https://help.dealmaker.tech/enterprise?hsLang=en#dealmaker-engage) - [Deal Setup](https://help.dealmaker.tech/enterprise?hsLang=en#deal-setup) - [Payments](https://help.dealmaker.tech/enterprise?hsLang=en#payments) - [Reservations](https://help.dealmaker.tech/reservations?hsLang=en) [![Chill listening crop-3](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg "Chill listening crop-3")](https://www.dealmaker.tech/) Copyright © 2026, DealMaker ![](https://px.ads.linkedin.com/collect/?pid=3262572&fmt=gif)