Email notifications #
There is a list of email notificaitons triggered to be sent by an appropriate events.
| Template | Event | Required by Law | |
|---|---|---|---|
| Welcome to Invest Platform. Thank you for signing up. Please visit your profile by clicking the Portfolio [link to portfolio]. Here you can view any notices or transaction confirmations, as well as update your personal information. Prior to investing, please make sure that you visit our Education Center [link to resourse center] for important information on transactions in securities issued and exempt under Regulation A & D. For information pertaining to our securities offerings, please visit the respective issuer and/or offering page. Start searching for investments that may fit into your portfolio by clicking here [link to explore page]. If you have any issues with your account, please don’t hesitate to contact us by replying to this email. |
user/welcome.pug | after user registration | Yes |
| Congrats on your investment in You invested $ investment amount using your profile_type investment profile. You investment status is investment_status. We are processing your investment and will let you know as soon as everything closes. In case if you would like to cancel your investment, open this link [link to cancellation form]. Thank you for investing with Pro Webdevelop Investing Platform! |
investment/confirmed.pug | Once user made an investment | Yes |
Congrats on your investment in offer name! You invested $ investment amount using your profile_type investment profile. You investment status is investment_status. If you haven’t already, please initiate a wire transfer for the amount of your investment of $investment amount using the instructions [link to wire instructions]. Thank you for investing with Pro Webdevelop Investing Platform! |
investment/confirmed.pug | Once user made an investment | Yes |
We’re pleased to inform you that the transfer for your recent Investment ID investment has been successfully settled. If you have any questions or need assistance, please reach out [link to contact us page] to our support team. Thank you for your trust and participation. |
funding/funding_settled.pug | When funds are settled | No |
We regret to inform you that the transfer for your recent Investment ID investment has failed. Unfortunately, we encountered an issue that prevented the completion of the transaction. If you have any questions or need assistance to resolve the matter, please reach out [link to contact us page] to our support team. We apologize for any inconvenience this may cause and appreciate your patience. |
funding/funding_failed.pug | When funds transfer is failed | No |
| We are delighted to inform you that your wallet [link to wallet tab] on our investment platform has been successfully created. With your wallet now set up, you can begin exploring our platform’s diverse range of investment options tailored to your financial goals and preferences. Please feel free to reach out [link to contact us page] to our support team. Thank you once for your trust and partnership. |
wallet/created_for_profile.pug | When wallet created | Yes |
| We are excited to inform you that your recent funds transfer from your bank account into your wallet [link to wallet tab] has been completed successfully! Your wallet now reflects the updated balance, ready to be deployed into various investment opportunities available on our platform. Thank you for choosing our platform for your investment needs. If you have any questions or need further assistance, please feel free to reach out [link to contact us page] to our support team. Thank you once again for your trust and partnership. |
wallet/load_funds_processed.pug | When funds received on the wallet | Yes |
| We are pleased to inform you that your recent fund withdrawal request from your wallet [link to wallet tab] has been successfully processed, and the funds have been transferred to your linked bank account! Your withdrawal reflects our commitment to providing a seamless and efficient investment experience. Whether you’re realizing profits or adjusting your investment strategy, rest assured that your funds are readily accessible whenever you need them. Thank you for choosing our platform for your investment endeavors. Should you have any questions or require further assistance, please feel free to contact [link to contact us page] our support team. Thank you once again for your trust and partnership. |
wallet/withdraw_funds_processed.pug | When funds sent from the wallet | Yes |
| We are pleased to inform you that your bank account has been successfully linked to your wallet [link to wallet tab]. Linking your bank account enhances the convenience and efficiency of managing your funds, allowing seamless transactions between your bank and investment accounts. You can now effortlessly transfer funds to and from your wallet, enabling swift execution of investment decisions. Thank you for taking this step to streamline your investment experience with us. If you have any questions or require assistance, please don’t hesitate to contact [link to contact us page] our support team. Thank you once again for your trust and partnership. |
wallet/bank_account_connected.pug | When user link bank account to the wallet | Yes |
| We are delighted to announce that the investment opportunity [link to offer page] you participated has reached legal closure. Distributions will commence according to the terms outlined in the investment agreement. If you have any questions or need further assistance, please feel free to contact us [link to contact us page]. Thank you once again for your trust and partnership. |
investment/legally_closed.pug | When offer status changed to legally closed | Yes |
| An offering for which you have placed an investment commitment [link to offer page] will be closing early! The new anticipated deadline for the offering is {{.offer.closing_date}}. As a reminder, if you have made an investment commitment, you have the right to cancel [link to cancellation form] your investment for any reason until 48 hours prior to the new deadline of the offering. |
offer/early_closing.pug | Early closing of the offer | Yes |
| There has been a material change to the terms of an offering |
investment/material_change.pug | Material change for the offer | Yes |
| We are pleased to inform you that the investment opportunity [link to offer page] you participated in has successfully closed. This marks an important milestone, and we are excited to begin distributing returns to our investors. You can expect to receive your share of the returns according to the terms outlined in the investment agreement. Should you have any questions or require further information, please don’t hesitate to reach out [link to contact page] to us. Thank you once again for your trust and partnership. | investment/successfully_closed.pug | Offer succesfully closed | Yes |
| We regret to inform you that the investment opportunity [link to offer page] you were considering has been unsuccessful in closing. Despite our efforts, unforeseen circumstances have led to the decision to terminate the deal. We understand this may be disappointing news, and we sincerely apologize for any inconvenience it may cause. Rest assured that any funds committed to this opportunity will be promptly returned to you. If you have any questions or need assistance, please | |||
| reach out [link to contact us page] to our support team. We appreciate your understanding and continued support. | investment/unsuccessfully_closed.pug | Offer unsuccesfully closed | Yes |
We wanted to bring to your attention an important update regarding the investment opportunity [link to offer page] you’ve been considering. Enclosed are the details outlining recent changes to the offer. A description of the material change is description of what is changed. To ensure your investment investment ID [link to expanded investment record in portfolio table] aligns with your expectations, we kindly ask for your confirmation to proceed under the revised terms within the next 24 hours. Your prompt response would be greatly appreciated. Otherwise, the investment will be cancelled and refunded. Thank you for your understanding and cooperation. |
investment/failed-to-reconfirm.pug | 5 days passed since material change email and investor didn’t re-confirm | Yes |
We’ve initiated the refund process for your investment investment ID [link to expanded investment record in portfolio table] in the investment opportunity on [cancellation_date]. A refund of ${{.investment.Amount}} will be refunded to the account you used for your investment payment. Please allow 5 working days for the funds to reflect in your account. If you have any questions, feel free to reach out [link to contact us page] to our support team. |
investment/return_funds.pug | Refund was initiated | Yes |
We’re writing to confirm that your refund for your investment investment ID has been completed and sent to the original funding source. The funds should now be available in your account, depending on your financial institution’s processing times. If you have any questions, feel free to reach out [link to contact us page] to our support team. |
investment/refund_completed.pug | Refund was completed | No |
| We are pleased to inform you that your identity verification process has been successfully completed and {{.profile.KycStatus}}! Your account is now fully verified and you can proceed confidently with your investment journey. Should you have any questions or require assistance, feel free to reach out to our support team at contact us [link to contact us page] page. | profile/kyc/approved.pug | Profile pass KYC | No |
| We wanted to provide you with a quick update regarding your identity verification process on our investment platform. Your submission is currently {{.profile.KycStatus}}. While the verification is in progress, you may continue to explore the basic functionalities of our platform. If you have any questions or concerns, please don’t hesitate to reach out to our support team at contact us [link to contact us page] page. | profile/kyc/pending.pug | Profile need to add details to pass KYC | |
| We regret to inform you that your identity verification submission has been {{.profile.KycStatus}}. However, please note that you may resubmit your verification information for review. We recommend double-checking the provided information to ensure accuracy and compliance with our verification requirements. If you have any questions regarding the declined verification or would like to request the resubmission process, please feel free to reach out to our support team at contact us [link to contact us page] page. We are here to help you through this process. | profile/kyc/declined.pug | Profile did not pass KYC | No |
| We are thrilled to inform you that your accreditation status has been successfully {{.profile.AccreditationStatus}}! Thank you for completing the accreditation process. We look forward to supporting you on your investment journey. If you have any questions or need assistance, please don’t hesitate to reach out to our support team at contact us [link to contact us page] page. | profile/accreditation/approved.pug | Profile pass accreditation | No |
| We wanted to provide you with an update regarding your accreditation status on our investment platform. Your application is currently being reviewed. While the accreditation is {{.profile.AccreditationStatus}}, you may continue to explore the investment opportunities of our platform. We appreciate your patience during this process. If you have any questions or concerns, please don’t hesitate to reach out to our support team at contact us [link to contact us page] page. | profile/accreditation/in_progress.pug | Need more info to pass Accreditation | No |
| We regret to inform you that your accreditation application has been {{.profile.AccreditationStatus}}. We understand that this news may be disappointing, and we apologize for any inconvenience caused. However, please note that you may reapply for accreditation in the future if your circumstances change or if you can provide additional information to support your application. If you have any questions regarding the declined accreditation or need assistance with reapplication, please feel free to reach out to our support team at contact us [link to contact us page] page. We are here to help you through this process. Thank you for your cooperation and understanding. | profile/accreditation/declined.pug | Accreditation failed | No |
| We wanted to notify you that your accreditation status on our investment platform has {{.profile.AccreditationStatus}}. To continue accessing investment opportunities and features reserved for accredited investors, we kindly ask you to renew your accreditation status as soon as possible. You can initiate the renewal process by logging into your account and and navigating to the accreditation [link to accreditaiton form] section. If you require any assistance or have questions about the renewal process, please feel free to reach out to our support team at contact us [link to contact us page] page. Thank you for your attention to this matter. | profile/accreditation/expired.pug | Offer unsuccessfully closed | No |