Bulk-invite investors and add them to your pipeline

By the end of this guide you'll know how to use the Add to pipeline selector when you send bulk invitations, so the people you invite show up in your fundraise pipeline right away instead of waiting for each one to land and submit a response.

Choose an add-to-pipeline option

The Send Bulk Invitations dialog includes an Add to pipeline selector with three options:

• None — send the invitations only. Nothing is added to your pipeline until an invited contact lands and submits a response, the same as today.
• Potential — the default. Each recipient is placed in your pipeline as a Potential opportunity as soon as you send.
• Soft Circle — each recipient is placed in your pipeline as a Soft Circled opportunity as soon as you send.

Send invitations and add recipients to your pipeline

1. Open the Send Bulk Invitations dialog for your fundraise and select the recipients you want to invite.
2. Confirm the share class the invitations should use.
3. In the Add to pipeline selector, choose None, Potential, or Soft Circle. Potential is selected by default.
4. Send the invitations. If you chose Potential or Soft Circle for more than 20 recipients, a confirmation appears — choose to proceed as selected, or to send the invitations without creating pipeline opportunities.