Caruso’s Email Communications feature allows fund managers to create and send batch emails to investors or accounts directly from the Admin App. You can design, preview, and confirm emails before they are sent, making it simple to keep your investor base informed.
Step 1: Create a Batch Email
In the navigation pane, select Communications.
Click Create Email Batch in the top-right corner.
Step 2: Set Up Your Email
When creating a new batch email, you will be asked to complete the following fields:
Sender – By default, a system email address is available to all tenants.
Template – Start with a ready-to-use default email template or distribution template, with more template options coming soon.
Target recipients – Choose to send to:
All accounts
Selected accounts
All investing entities
Selected investing entities
Tags (optional) – Apply filters and organise recipients according to your internal needs.
Name – Assign a name to your batch email for easy reference.
After entering this information, click Save & Continue. A draft of your email will be created, which you can return to and update at any time. You will then be taken to the customise template page.
Step 3: Customise the Template
Add a subject line for your email.
Update the content, including headings, body text, and images.
Personalise messages by inserting variables.
Use the toolbar button called "Add Variable" to insert variables directly.
Edit the existing call-to-action button or add a new one by clicking the rectangle icon on the toolbar. You can update the button label and add a link to direct investors to the desired page.
For bulk target recipients, you can send a test email to yourself to review the formatting and content before sending.
Please note, this option is not available for individual accounts or investing entities.
When you are satisfied, click Save & Continue.
Step 4: Confirm and Send
Once your email is ready:
Preview the email per recipient to confirm how personalised fields display.
Click confirm when you are satisfied.
Review the summary
Schedule a send date and time
Click Confirm to send the batch email.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.