How to use Vestd's Communication tool

Send messages to shareholders, employees, and stakeholders

Got all your shareholders, directors, and stakeholders’ email addresses in one place?

It only makes sense to send messages directly from the same platform rather than hopping between tools, right?

Well, here’s some great news: with Vestd’s communication tool, you can do just that!

Whether it’s a quick update or a detailed announcement, you can message your company stakeholders right from Vestd’s secure platform. And if you need to reach someone who isn’t on Vestd, you can easily add their email addresses too.

Simple, efficient, and all in one place.

Ready to get started? Let’s walk you through the steps.

Step-by-Step Guide to Sending Messages via Vestd

Step 1: From the navigation panel on the left, select 'People & Communication' and then choose 'Communication' from the drop-down menu.

Step 2: On the Communication page, click the green ‘Create new message’ button.

Step 3: Choose your recipients!

• On the right, you’ll see categories of stakeholders: Shareholders, Option holders, and Directors.
• Below that, you’ll find an option to add individual email addresses for external parties not stored on Vestd.

If selecting Shareholders, you can filter recipients by:

• Share classes: Tick boxes to include shareholders based on their share classes (voting or non-voting).

• Specific individuals: Uncheck anyone you want to omit from the message.
  
  

You can also select recipients from the Directors or Option holders categories.

Step 4: Add a subject line to your message.
Step 5: Set the reply-to email address for responses to go directly to your preferred inbox.

Step 6: Compose your message in the email body!

• Format your email with bold, italics, bullet points, numbered lists, tables, and more.
• Customise the email border colour and attach any necessary files.
  
  
  

Step 7: Once your message is ready, click ‘Save and preview’ at the bottom of the page to review it, or ‘Save as draft’ to finish later.

Step 8: Preview your email and double-check the details. Happy with everything? Click the green ‘Send’ button to deliver your message.

Step 9: After sending, you’ll be redirected to the Communication page. A confirmation banner will appear at the top: ‘Message sent’. You can also view your sent messages here.

Ready to Give It a Try?

Vestd’s communication tool streamlines your messaging process, making it easy to connect with all your stakeholders in one place. Time to say goodbye to juggling multiple tools and hello to seamless communication!

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