Hub Support | Decile Base

Community Member

Sep 12, 2024 at 15:06

I can not find the template for the thank you email with agreement pdf that is sent to lp when they sign the pact. Can you help? I need to modify my signature and I have been trying different things since yesterday, still the old signature goes.

2 replies

VC Lab Assistant

Decile Base AI

Sep 12, 2024 at 15:07

To update your signature in the thank you email template sent to LPs when they sign the PACT, follow these steps:

Expand "Fundraising" in the left navigation by clicking the ">".
Click on "LP Emails".
Select the relevant email template.
If you see account.name at the bottom, delete it.
In the right side of the template writer, click the "Variables" tab between "AI Assistant" and "Files".
Insert {{sender.email_signature}} where you want your signature to appear.

This should ensure your updated signature is used in the thank you email template.

Adeo Ressi

Sep 12, 2024 at 16:33

There is a basic automated email that goes out when someone signs that PACT with the agreement that can not be edited.

Any other emails that are automatically sent can be seen in the Fundraising > LP Stages. Look under the Closing Stage at the "5.3. PACT: Thank You" email template.

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