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Sending polished LP communications via Updates
To give you a head start, we've created several Update templates which you can pull directly into your Visible account. Check out our Investor Update templates for more information. If you decide to use one of our Templates, click Get this Template on the page.
This will pull the template directly into the Updates section of your account.
To create or edit an Update, click the title of the Update you want to edit or select + New Update and start editing your content.
When editing the content of your Update, you'll be able to choose the below options from the content pane:
- Charts (individual or side by side)
- Tables
- Images
- Videos
- Files
- Line breaks
Note: The file attachment feature is commonly used to attach Tear Sheets built within Visible. Check out How to build a Tear Sheet for a crash course on Tear Sheets.
When you're ready to send your Update, you can enter contacts manually or pull from a custom contact list you've set up within Visible.
As a reminder, you can bulk upload contacts by navigating to Contacts in the bottom left corner of your account. Then click the three dots at the top right of the screen followed by Import contacts from CSV.
Once sent, you'll get analytics on deliverability, open rates, and link clicks.
Please let us know if you have additional questions!