Time Required: This is a useful reference/lookup, not intended for reading end to end.
Prerequisites: Email integration has been setup so that communications from InvestorHub are sent from your appropriate @company.com domain.
Outcome: Understand the automated transactional/system emails which investors receive, along with their trigger event and any time delay.
Table of Contents
What are transactional email templates?
These emails are triggered after an investor takes a specific action. They contain information about the action they've taken, and what they can expect to happen next.
They are 1:1 broadcasts rather than mass emails sent to a group of users at the same time, like a newsletter. In the same way that purchasing a product will trigger an order confirmation email to that specific customer only, the same will happen for investors who actively sign up to your Investor Hub.
Why are they so important?
These emails deliver the appropriate message at the appropriate time, building trust between you and your investor.
Consistent communication improves the relationship with investors, and keeps your company brand front of mind. They're a great way to reward investors for their engagement and encourage habit building. For example, if an investor follows an article or another investor, they will value receiving an update when somebody has asked a question about that article.
What types of transactional email exist in Investor Hub?
System activity
These emails are triggered by core product functionality.
Welcome Email
Notification settings update
Password reset instructions
Confirmation instructions
Terms updated instructions
Content activity
These emails are triggered when content has been added/updated on the hub.
Announcement comment made private
Announcement comment made public
Announcement comment new reply
New activity
Update comment made private
Update comment made public
Update comment new reply
New follower
New follower question
Investor profile changes
These emails are triggered by updates to the investor's profile.
Premium Australian shareholder verified
Qualified investor info follow up
Qualified investor rejected
Qualified investor verified
Certificate rejected
Certificate upload prompt
Certificate uploaded
Certificate verified
Shareholder info follow up
Shareholding verified
Transactional Email Journey Map
Email Templates and triggers
System activity emails
Email: Welcome Email
Recipient: User that has signed up to the hub
Trigger: Dynamic welcome email to the investor when he self nominated as shareholder or qualified investor
Timing: Instant
Template: see email subject line, layout & copy below.
Email: Notifications setting update
Recipient: All hub users
Trigger: When changes to the notification settings on the hub are made
Timing: Instant
Template: see email subject line, layout & copy below.
Email: Password reset instructions
Recipient: Hub user wishing to change their password
Trigger: When a hub user resets their password
Timing: Instant
Template: see email subject line, layout & copy below.
Email: Confirmation instructions
Recipient: User signing up to the hub
Trigger: When signing up to the hub, email verification step
Timing: Instant
Template: see email subject line, layout & copy below.
Email: Terms updated instructions
Recipient: All hub users
Trigger: When Terms & Conditions and Privacy Policy is changed
Timing: One time
Template: see email subject line, layout & copy below.
Content activity emails
Email: Announcement comment made private
Recipient: The hub user who submitted the comment on the announcement
Trigger: When investor's comment on announcement is made private
Timing: Instant
Template: see email subject line, layout & copy below.
Email: Announcement comment made public
Recipient: The hub user who submitted the comment on the announcement
Trigger: When investor's comment on announcement is made public
Timing: Instant
Template: see email subject line, layout & copy below.
Email: Announcement comment new reply
Recipient: Hub user who posted a question in an announcement
Trigger: When there is a new reply to investorās comment on announcement
Timing: Instant
Template: see email subject line, layout & copy below.
Email: New activity
Recipient: Hub user that follows an update/announcement or investor
Trigger: New question on announcement/update that the investor is following / Someone the investor is following asked a question
Timing: Instant
Template: See email subject line, layout & copy below.
Email: Update comment made private
Recipient: Hub user that posted a question on an update
Trigger: When an investorās comment on an update is made private
Timing: Instant
Template: See email subject line, layout & copy below.
Email: Update comment made public
Recipient: Hub user that posted a question on an update
Trigger: When an investorās comment on an update is made public
Timing: Instant
Template: See email subject line, layout & copy below.
Email: Update comment new reply
Recipient: Hub user that posted a question on an update
Trigger: When a company responds to a user's comment on an update
Timing: Instant
Template: See email subject line, layout & copy below.
Email: New follower
Recipient: Hub user
Trigger: Someone else started following the investorās profile
Timing: Instant
Template: See email subject line, layout & copy below.
Email: New follower question
Recipient: Hub user that follows an announcement, update or question
Trigger: Someone else started following your question / New company's reply on announcement/update/question that the investor is following
Timing: Instant
Template: See email subject line, layout & copy below.
Investor profile changes
Email: Premium Australia shareholder verified
Recipient: Hub user that has verified their shareholdings
Trigger: Only if company is premium AU account, when the investorās shareholder information is verified
Timing: Instant
Template: see email subject line, layout & copy below.
Email: Qualified investor info follow up
Recipient: Hub user that self nominated as a qualified investor upon sign up
Trigger: Follow-up email for qualified investors who haven't upload their certificates after 7 days when they self nominated as qualified investors
Timing: 7 days
Template: see email subject line, layout & copy below.
Email: Qualified investor rejected
Recipient: Hub user that uploaded their s708 certificate
Trigger: When investorās s708 certificated is marked as rejected
Timing: Other
Template: see email subject line, layout & copy below.
Email: Qualified investor verified
Recipient: Hub user that uploaded their s708 certificate
Trigger: When investorās s708 certificated is marked as verified
Timing: Other
Template: see email subject line, layout & copy below.
Email: Certificate uploaded
Recipient: Investor confirming their shareholdings with certificate in account set up
Trigger: When investor uploads s708 certificate
Timing: Instant
Template: see email subject line, layout & copy below.
Email: Shareholder info follow up
Recipient: Hub user that self nominated as a shareholder upon sign up
Trigger: Follow-up email for shareholders who haven't confirm their shareholding information after 7 days when they self nominated as shareholders
Timing: 7 days
Template: See email subject line, layout & copy below.
Email: Shareholding verified
Recipient: Hub user that self nominated as a shareholder upon sign up
Trigger: When investorās shareholdings is marked as verified
Timing: Other
Template: See email subject line, layout & copy below.
