Inviting contacts to the FundCentre Fundraising portal

  • Updated

Applies to: Fund managers (GPs)
 

When you invite contacts to the Fundraising portal, they will be able to create a password and log in. 

Icons_Approved.svg How to invite contacts to the Fundraising portal

Inviting contacts to the portal

  1. From the Entity menu, select Contacts.
  2. Select the contacts that you want to invite.
  3. To invite contacts and send a welcome email, click Send Welcome Email. To invite contacts without sending a welcome email, click Invite Without Email. The contact's status will be changed to Invited.

Selecting a teaser

  1. From the Entity menu, select Contacts.
  2. Select the contacts to which you want to send a teaser.
  3. Click Select Teaser.
  4. In the Template field, select the teaser.
  5. In the Subject field, enter the subject.
  6. In the Campaign field, select the campaign to which this teaser applies.
  7. Click Save. The teaser notification is created. 

Sending a reset password email

  1. From the Entity menu, select Contacts.
  2. Select the contacts to which you want to send a password reset email.
  3. Click Send Reset Password Email.

Additional information

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