What is Email Template?

An email template is a pre-designed layout or format used to create standardized emails. Through API, we are supporting template when inviting new investors.

For example, you can apply the below template to 5 different investors, each one will receive an invitation email with their name placed in [Name] phrase.

Dear [Name],
  
You're invited to complete your Fund Subscription.

You can customize your fund templates through Email Template settings inside Fund Subscription.

Email Template Components

There are 3 main customizable components inside email template

• subject: Your email subject, for example, Acme Corp - Invitation to complete your Fund Subscription

• body: Your email content, you can utilize Rich Text Format for better text decoration. For example
  
  

  html

  <p>Dear [Name],</p>
  
  <p>You're invited to complete your Fund Subcription for Acme Corp on Anduin.</p>
  
  <p>Anduin's smart form will guide you through your Fund Subscription, allowing you to share with your counsel or other team members, and e-sign your documents.</p>
  
  <p>Once completed, your Fund Subscription, including any required tax forms, can be submitted directly to Acme Corp  and their counsel.</p>
  

• cta: The text inside call-to-action button, which redirects users to your Fund Subscription.

Default Template

Your fund can choose any template as default, we will automatically apply that template if you do not specify any other. To retrieve which template is default, or its content, you can find on

• Fund Subscription, Email Template settings tab, or
• Get invitation email template

Supported Variables

There are some variables you can place in [] that we will auto-fill when sending email as above example

• [Name]: investor's first name.

Interact with Email Template by API

In Invite Investor APIs (Single invitation or Bulk invite investors) you can optionally pass in the body your email template, which should contain all three fields above (subject, body and cta). As mentioned above, you can ignore this field, and we will automatically apply your default template.

We give you the flexibility to customize your template in each of invitation call. To avoid storing the template on your side, you can use Get Invitation Email Template API to query the templates in your fund.