In-app notifications #
There is a list of in-app notificaitons triggered to be sent by an appropriate events. The user can find notifications in the user area - Notification tab & Notification popup.
| Notification | Event | tag | external link |
|---|---|---|---|
| Welcome to Invest Platform! Thanks for joining us. Click the Portfolio [link] to view notices and transactions or update your info. Check out our Education Center [link] before investing. Explore investments [link] and reach out if you need help. | User has just registered | system | Start Investing - link to offerings page |
Congrats on your investment in offer name[link to offer page]! 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. |
Once user made an investment | system | See More Details - link to expanded investment record in portfolio table |
Congrats on your investment in offer name[link to offer page]! 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]. |
Once user made an investment with WIRE | investment | See More Details - link to expanded investment record in portfolio table |
The transfer for your recent investment investment ID [link to expanded investment record in portfolio table] has been successfully settled. |
When funds for investment are settled | investment | See More Details - link to expanded investment record in portfolio table |
The transfer for your recent investment investment ID [link to expanded investment record in portfolio table] has failed. If you have any questions or need assistance to resolve the matter, please reach out [link to contact us form] to our support team. |
When funds transfer for investment is failed | investment | Contact Us - link to contact us form |
Wallet for you profile_type investment profile on our investment platform has been successfully created. |
When wallet created | wallet | See More Details - link to wallet |
Your recent funds transfer for $transfer amount from your bank account into your wallet has been completed successfully! |
When funds from the bank account received on the wallet | wallet | See More Details - link to wallet |
Your recent fund withdrawal request for $transfer amount from your bank account into your wallet has been successfully processed, and the funds have been transferred to your linked bank account! |
When funds sent from the wallet to the bank account | wallet | See More Details - link to wallet |
Your bank account has been successfully linked to your profile_type wallet. |
When user links bank account to the wallet | wallet | See More Details - link to wallet |
An offering [link to offer page] for which you have placed your recent investment investment ID [link to expanded investment record in portfolio table] has reached legal closure. Distributions will commence according to the terms outlined in the investment agreement. |
When offer status is changed to legally closed | investment | See More Details - link to expanded investment record in portfolio table |
An offering [link to offer page] for which you have placed your recent investment investment ID [link to expanded investment record in portfolio table] will be closing early! The new anticipated deadline for the offering is offer.closing_date. You have the right to cancel your investment for any reason until 48 hours prior to the new deadline of the offering. |
Early closing of the offer | investment | See More Details - link to expanded investment record in portfolio table |
There has been a material change to the terms of an offering [link to offer page] in which you have made an investment investment ID [link to expanded investment record in portfolio table]. A description of the material change is below. A description of the material change is description of what is changed. Please note that your investment commitment will automatically be cancelled unless you reconfirm [link to expanded investment record in portfolio table] your investment within 5 (five) business days of this notice. |
Material change for the offer | investment | See More Details - link to expanded investment record in portfolio table |
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. Otherwise, the investment will be cancelled and refunded. |
In 5 days after material change notificaiton AND if investor didn’t re-confirm | investment | See More Details - link to expanded investment record in portfolio table |
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. |
Refund was initiated | investment | See More Details - link to expanded investment record in portfolio table |
An offering [link to offer page] for which you have placed your recent investment investment ID [link to expanded investment record in portfolio table] has successfully closed. You can expect to receive your share of the returns according to the terms outlined in the investment agreement. |
Offer succesfully closed | investment | See More Details - link to expanded investment record in portfolio table |
An offering [link to offer page] for which you have placed your recent investment investment ID [link to expanded investment record in portfolio table] has been unsuccessful in closing. Rest assured that any funds committed to this opportunity will be promptly returned to you. |
Offer unsuccesfully closed | investment | See More Details - link to expanded investment record in portfolio table |
Identity verification process of your profile_type investment profile has been successfully completed and approved. |
Profile passes KYC | profile | See More Details - link to dashboard with approriate profile selected |
Submission of the identity verification process for your profile_type investment profile is currently under review. |
Profile needs to add details to pass KYC | profile | See More Details - link to dashboard with approriate profile selected |
Identity verification process of your profile_type investment profile has been declined. If you 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. |
Profile did not pass KYC | profile | Contact Us - link to contact us form |
The accreditation status of your profile_type investment profile has been successfully approved. |
Profile passes accreditation | profile | See More Details - link to dashboard with approriate profile selected |
The accreditation application for your profile_type investment profile is currently being reviewed. |
Need more info to pass Accreditation | profile | See More Details - link to dashboard with approriate profile selected |
The accreditation application for your profile_type investment profile has been declined. If you need assistance with reapplication [link to accreditation section], please feel free to reach out to our support team at contact us [link to contact us page] page. |
Accreditation failed | profile | Provide info - link to accreditaiton form |
The accreditation status of your profile_type investment profile has expired. You can initiate the renewal process by navigating to the accreditation section [link to accreditation section]. |
Offer unsuccesfully closed | profile | Provide info - link to accreditaiton form |