• Rename, Relocate, or Delete a Template

  Learn to rename, relocate, or delete a template in Email Cloud. Go to my account Go to company Go to communication Find the template you with to rename, or delete then click save.Few readers

• Get Started with SMS Cloud

  Learn to setup SMS in SMS Cloud. Go to my account Go to company Go to commuincation Go to SMS UP or Cybernatptics Insert your credentials Select the "SMS field" this is the field that will be used by InvestGlass to send messages.Few readers

• Marketing Email

  Marketing Cloud With InvestGlass you can plan, hyper-personalize, segment, and optimize the customer journey with these email applications. Email Template With Email template, build and send personalized email from basic newsletters to the most complex campaigns. From KYC remediation to promotional, or transactional communication. Start tracking and optimize to drive performance. Email Cloud Setup With Email cloud send message hyper personnalized. Setup your credentials with a useFew readers

• Footers and disclaimers

  Learn how to change footers and disclaimers in Email Cloud. Go to my account Go to my company Go to settings Change the general settings and update your email or SMS disclaimer. Disclaimer - the general disclaimer you can see on the main page. Company Global Email Disclaimer - will be seen in emails ANY sent from InvestGlass. SMS Disclaimer - will be seen in SMS sent from InvestGlass. Email Disclaimer - will be seen in email sent from InvestGlass mailing tool. FooterFew readers

• View or Modify a template

  Learn to view or modify a template in Email Cloud. There are two ways to update your email templates From Company Setup Go to my account Go to comany Go to Communications Go to template Find the an existing template if you wish to update the default InvestGlass template ( Useful to setup your client portal ) or create a new template Use Variable to make your message hyper personnalized Save the template From a Contact or Campagin page Open the mail editorFew readers

• Get Started with Email Cloud

  Resetting client passwords in InvestGlass can be done in different ways depending on what type of portal access is granted. There are two types of portal access: with email or with username only. The type of access granted to the portal can be changed at any time if you want to change the way that the client can reset its password. Portal access with email: When a client is granted portal access with its email address then the client itself is in charge of the process of resetting its passwFew readers