Knowledge Base

How do admins send out a newsletter/investor update to security holders?

Updates are created using the green action button in the bottom-right corner in the Updates module. To create an update in Ownersroom, follow these steps:

  1. Select tags. You need at least one tag.
  2. Select which groups the post should be available to. Alternatively, make the post available to all members.
  3. Write the text.
  4. Select whether you want the post to be sent out by email or not.
  5. Upload an attachment using the paper clip symbol.
  6. Select whether you want the attachment to be included in the email or not.
  7. Send a preview email to your email by clicking the ‘preview email’ button (Note that attachments are not included in preview emails!).
  8. Click ‘post’ to make the post available to the selected recipients. If you’ve chosen ‘also send an email,’ the post will be sent out as an email.
  9. Click ‘View analytics’ to track the engagement of the post.

Read more about updates here.