You can send emails through the InvestGlass mailing system.
- Go to my account
- Go to company
- Go to Communications
There you will need to set up your company information for email push.
- User Name *
- Password *
- From Email *
- Email *
- SSL/TLS *
- SMTP Server *
- SMTP Port *
If you are sending a large amount of emails we suggest you use services like Mailgun or SendGrid. Your server could have a maximum outbound email limit and therefore tools like Mailgun and Sendgrid could enable you to send large quantities of emails without the risk of your email server halting your outbound emails that day if you exceed your daily quota limit.
If you are using the client portal we suggest you to change the FROM email with your own no-reply. It can simply be email@example.com. Otherwise your clients will receive portal access invitation with this address firstname.lastname@example.org
In the same place, you can select the tab email templates. There, you are able to modify or delete existing email templates (by clicking on the three dots button on the right of the relevant template) as well as creating new ones.
To create and new email template, click on Action and select New Email Template.
A new page will open where you will have to complete the name, the type, and the subject of the template. You are also able to ass dynamic variables such as the user name to add to your email. Finally, you have to draft your email template and save it. You are now able to utilize this template as the chosen type.