Tracking Investor Progress in FundSub
1. Purpose
Enable automatic email notifications so Fund Managers can receive real-time updates about key investor events in FundSub - such as investor invitations, subscription status changes, and document uploads.
2. Key Benefits & Features
- Real-time alerts for important events
- Supports multiple recipients
- No technical setup or credentials required
3. Target Personas
- Likely valuable for all FundSub customers, especially since it’s free and requires no technical setup
- Particularly useful when customers want to closely monitor high-priority investors
4. Prerequisites
4.1 Third party app requirements
- None
4.2 Anduin app requirements
The user must either:
- Have admin access to the intended funds, or
- Know a team member with admin access who can grant the necessary permissions during setup
5. Pre-Setup Checklist
Task | Owner |
---|---|
Permission to Anduin funds | Customer |
6. Step-By-Step Setup Guide
6.1 Grant access to the Integration Hub
- Customers need to contact their Implementation manager to ensure they have access to the Integration Hub
6.2 Locate the solution
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In the Browse tab of the Integration Hub, the customer can locate the Email (Investor Progress) solution
6.3 Install the solution
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Step 1: Click Install to begin setup
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Step 2: Name the Integration
- Recommend a clear name (e.g., “Email integration by [User Name]” or include the fund name)
- Click Next: Link to Anduin objects
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Step 3: Grant integration permission to customer’s intended objects (funds)
- Step 3.1: A list of accessible Anduin objects (e.g., Funds) will appear
- Step 3.2: Click Open next to the relevant fund
- Step 3.3: In the permission module, find the integration name and click Add
- Step 3.4: Return to the Integration Hub - the fund should now show a “Linked” tag
If the target fund is not listed, there are 2 options
- Customer needs to be added with admin role for that fund, then return to the step 3.2. Customer should be able to see the target fund there
- Customer requests their team member who has admin role in that fund to perform step 3.3 using Settings > Integrations in the FundSub app and they can continue with step 3.4
6.4 Configure the solution
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The customer may rename the integration or proceed as-is
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A brief description of the integration is provided
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Final step:
- Select the connected funds
- Choose the events to trigger notifications
- Specify the email recipients
6.5 Validate the solution
To test the configuration, perform one of the selected actions (e.g., invite an investor, change a subscription status, or upload a document) in the connected fund. A notification should be sent to the designated recipients.
Updated 12 days ago