EnvoyWhat belongs in Vault?
Vault is the place to organize the fund information and documents used in your outreach. Start with the fund you plan to raise for and review the materials associated with it.
Prepare your materials
- Use current fund information.
- Check that documents describe the fund you intend to introduce.
- Review the pitch and any messages produced from those materials for accuracy.
Source material gives your outreach context. Always check the resulting message before approving it.
Move into a campaign
Once your materials are ready, open Campaigns and select the appropriate fund during setup. Review your pitch alongside the audience you are trying to reach.
Continue with campaigns and inbox, or open Vault.