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Announcing New Features
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Self-Service Onboarding
Step 1: Login and Platform Setup
Step 2: Add/Import Contacts to the Platform
Step 3: Build a new Offering
Step 4: Code Subscription agreements for e-signatures
Step 5: Learn the Investor Workflow
Step 6: Launch Offering/Platform to Investors
Getting Started
Setting Up Your Account
SynPro Basics
FAQs
Leads & Investors
Leads/Investors
Accreditations (contacts)
Investments
Profiles
Document Management
Portfolio (Offerings)
Offerings Overview
Reservations
Offering Details
eSign Templates
Accreditations (offering)
Capital Calls
Distributions
Updates
Email
Send Mass Email
Email Templates
Manage Emails
Verify Domain
Settings
General Settings
Login/Sign-Up
CoSponsors
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SynPro Help Center
Email
Announcements
Announcing New Features
Platform Updates
Self-Service Onboarding
Step 1: Login and Platform Setup
Step 2: Add/Import Contacts to the Platform
Step 3: Build a new Offering
Step 4: Code Subscription agreements for e-signatures
Step 5: Learn the Investor Workflow
Step 6: Launch Offering/Platform to Investors
Getting Started
Setting Up Your Account
SynPro Basics
FAQs
Leads & Investors
Leads/Investors
Accreditations (contacts)
Investments
Profiles
Document Management
Portfolio (Offerings)
Offerings Overview
Reservations
Offering Details
eSign Templates
Accreditations (offering)
Capital Calls
Distributions
Updates
Email
Send Mass Email
Email Templates
Manage Emails
Verify Domain
Settings
General Settings
Login/Sign-Up
CoSponsors
Email
All the tools you need to successfully engage and manage your contacts
Steps to Reverify Your Domain on SponsorCloud for Security Compliance
Send Mass Email
How Email Works
Understanding and Handling Email Bounces
Email Templates
Email Template: User Notification Email Templates
Email Template: Welcome Series - Drip Campaign
Email Template: Investor Communications
Manage Emails
How to Monitor Email Deliverability for Mass Emails
Verify Domain
Setting up Mass Email and Verifying Your Domain