Syndelo has two kinds of email templates in Settings under Brand & Messages: Email Templates holds reusable messages your team picks when emailing an investor, and Automatic Emails controls the wording of the emails Syndelo sends for you.
Reusable email templates
These save messages your team sends often, such as a follow-up.
- Go to Settings then Email Templates. You need permission to email investors to see this section.
- Under Reusable Email Templates, click New Template.
- Enter a Template Name, Subject Line, and Message. Use Insert Field or Insert Subject Field to add merge fields such as investor first name, last name, full name, email, workspace name, or sender name.
- Click Save Template.
Use a template in an email
When you email an investor from their profile, choose a template under Email Template and click Use Template. It replaces the subject and message, and you can edit both before sending. The Personalized Preview shows the message with that investor’s details. You can also Save as Template, Update Template, or Delete Template from the email window. Templates are shared with your workspace.
Automatic emails
To change the wording of the emails Syndelo sends for you, such as invitations, capital calls, payouts, and password resets, go to Settings then Automatic Emails. See How Do I Edit the Emails Syndelo Sends Automatically?
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo