Create groups to organise your investor network and manage what company data you share. Generate unique links and QR codes to easily invite investors to join your network.
Click through the interactive demo to see how to create groups and generate sharing links:
How to Invite Investors via Links:
- Go to the 'Network' tab and select 'Members.'
- Toggle the ‘Invite by link’ switch to 'On.' The toggle will turn green.
- Click ‘Copy link’ to copy the unique invitation link.
- Share the link with potential investors via your preferred channel (email, WhatsApp, etc.).
- You can also download a QR code for investors to scan.
- Investors who sign up via the invite link will be automatically added to your group.
How to Disable or Reset an Invitation Link:
- To disable the link, toggle the switch back to 'Off.' The link will no longer be usable.
- To reset the link, click ‘Reset.’ This generates a new link and invalidates the previous one.
- Changing the access type (e.g., from 'Public' to 'Private') will automatically reset the link.
- Regularly resetting links is recommended for security purposes.
Frequently Asked Questions:
Q: What is the invitation link?
A: The invitation link allows you to invite others to join your platform network. When someone clicks on the link, they can create an account (if they don’t already have one) and will be added to your network of investors.
Q: What happens if I reset or disable the link?
A: Disabling the link will make it inactive. People who try to use it will also see an error message saying the link is no longer valid.
Q: Can I track who has used the invitation link?
A: Yes! Once someone uses your invitation link to join, you can view and manage them in your network. You'll be able to see who joined, their sign-up status, and their activity.
Q: Do people need to have an account to use the invitation link?
A: No, they don’t need an account to use the link. When someone clicks on your invitation link, they will be prompted to create an account if they don’t already have one.
Q: How can I share the invitation link?
A: You can copy and share the link directly via email, social media, or messaging apps. The link will remain active as long as you haven’t reset or disabled it.