March 8, 2024

Should I reply directly from my custom email account or forward the email to the main domain before replying?

Learn the recommended method for replying to investors to track conversations effectively.

 You may choose either method, but we recommend replying directly from your custom email accounts and BCC'ing the conversation to your main email accounts. 

Ensure to keep the original sender in CC to facilitate tracking and monitoring of the conversation and conversion rates. 

Even if you choose not to forward the email conversation to your main email account, we provide weekly exports of all investor conversations with a comprehensive view of the engagement you've achieved through our platform, supporting your fundraising efforts across current and future rounds.

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