EnvoySet up your campaign
Open Campaigns and work through the setup steps. Select your fund, define your audience, review investors, and prepare the pitch that will guide your messages.
Review your messages
Read each draft before approving it. Check the recipient, fund details, tone, and any claims in the message. Make sure attachments are the materials you intend to share.
Choose the send schedule
The launch step shows the sending window and any follow-up timing for your campaign. Review these settings together with the approved messages and attachments.
Messages are delivered through iConnections in your name. Envoy distributes sends across the schedule shown at launch.
Handle replies
A reply pauses that investor's automated follow-up. Open Inbox to read the reply and continue the conversation.
Check progress
Return to the campaign page to see its current status. If you cannot proceed, review the requirements shown in the setup or launch step and complete the missing information.