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Investor Profile: IRM integration

As mentioned previously we have integrated the Mailing Tool and Events (see section New Campaign – Editor - 1-click booking links (IRM/Event integration)) also integrated
Mailing Tool into the IRM. The most important integrations are related to the Investor Profile and Mailing
Contact Details page

IRM users will have the following functionalities on the Investor Profile:

  • Information displayed if user is on one or several of you distribution lists

  • Quick link to access the Mailing history of IRM contact (if also a Mailing Contact)

  • Easy way to add IRM contact to Mailing contacts and one of your distribution lists

Figure 10.20 – Mailing – IRM integration 1 Figure 10.20 – Mailing – IRM integration 1

On Mailing Contact Details IRM users will have the following functionalities

  • Information displayed if user is on IRM, high level info displayed, link to profile

  • Easy process to add Mailing contact

Figure 10.21 – Mailing – IRM integration 2 Figure 10.21 – Mailing – IRM integration 2