FTW Token SEX #04: Whitelist0x Launches Integrated Marketing Solutions for Security Token Issuers.

Welcome to the 4th edition of the FTW Token SEX Series. A Series of blog posts by the Whitelist0x Team, well … inspired by weird tickers in the blockchain fundraising sphere. Read more about the First Series Here.

Whitelist0x leverages strategies aimed at unifying different marketing methods such as marketing automation, sales automation, and support automation tools. Its objective is to complement and reinforce the market impact of each method, and to employ the market data generated by these efforts in security token offering, product development, pricing, distribution, customer service, and much more.

How Security Token Issuers Use the Whitelist0x Marketing Automation Tools to Reach More Investors.

With the Whitelist0x marketing automation tools, security token issuers can more effectively streamline, automate, and measure repetitive marketing tasks and workflows. This enables issuers to do more with marketing by creating email campaigns, text campaigns, sending unlimited campaigns, and so much more.

Create eMail Campaigns.

Issuers can utilize the Whitelist0x drag — and — drop email designer that gives complete control over their campaign’s layout. They can use advanced formatting options to create the exact look and feel they want. Create a series of messages for new investors. Perfect for new investor onboarding or educational series.

Send Unlimited Campaigns.

Issuers can send unlimited intelligence — driven campaigns. They’ll have the tools to collect investor insight from a variety of sources including interactions with their websites, campaigns, and virtual event data such as investor roadshows, shareholders meetings, etc. This data is organized on each investor record creating a data-rich summary of each investor.

Create Text Campaigns.

Issuers can add automated text messages to their automation workflows and send series of follow-ups to potential investors in their whitelists, notify offering agents, and more. Define the exact delivery time schedule so that they send at the optimal time.

How Security Token Issuers Use the Whitelist0x Sales Automation Tools to Convert Investor Leads.

Whitelist0x provides an extensive sales automation tool that takes the manual, time — consuming tasks issuing companies do on a daily, weekly, or monthly basis [ be it prior or post their security token offering ] and automates them. Not only does it turbocharge an issuer’s efficiency, it also improves accuracy and accelerates their sales process.

Create Sales Automation.

Issuers can assist their sales reps with automated actions based on their investors’ emails, actions, the time within deals and stages, website browsing history, and more. Manual actions are assisted via automation features to ensure they can do more with their time. This provides the perfect blend of automation and personalized human touch to their deals.

Customize Sales Flows.

Issuers can design their sales process to be as unique as their offering. With custom pipelines, sales stages, tasks and more, issuers can get more investor leads faster and better. They can also keep an eye on their sales funnel, performance metrics, automations, and individual agents with ease.

Manage Investor Whitelists.

Issuers can manage their existing and future investor whitelists with ease. With powerful searching and filtering options, they can drill down to specific groups of investors and view the entire history of a specific investor. Investor groups can be segmented into accredited, non — accredited, institutional, individual, and so on.

How Security Token Issuers Use the Whitelist0x Support Automation Tools to Maintain Investor Relationships.

The Whitelist0x support automation tools allow security token issuers to receive, process, and respond to investor requests using personalized site messages, series of campaign autoresponders, and much more.

Create Site Messages.

Issuers can have site messages triggered by link clicks in email campaigns so that when potential investors land on an issuer’s site or investor portal or corporate blog, they’re immediately greeted by another message reinforcing call to action or guiding them toward the next step in the funnel.

Create Campaign Autoresponders.

Issuers can send messages the instant investor joins a whitelist. This is perfect for welcome campaigns. Issuers can also create sophisticated follow-ups by combining triggers, actions, and logic to create complex workflows. They can as well send campaigns at a specific date and time. Perfect for sales, events, and holiday greetings.

Score Whitelisted Investors.

Issuers can define the investor lead profile that’s ideal for their offering. They can also adjust their scores as they interact with their marketing. Apply tags, create tasks, move them to another stage of a deal, and more as their scores change.

Follow Whitelist0x on LinkedIn and Twitter. Become a Reseller, Affiliate, or Channel Partner. Join Whitelist0x as an Issuer or Investor. Send an email or chat live with the team on Telegram.

Whitelist0x is what it is :: a Whitelisting Firm. That says it all. However, there’s more beyond the name. Whitelist0x focuses on helping small businesses go public to raise funds via the security token offering mechanism. Unlike similar security token platforms that only offer technical solutions, Whitelist0x enables private companies to launch extensive public relations, integrated marketing, and investor relations campaigns, draft various offering documents such as prospectus, file with securities regulators in the U.S. and various other jurisdictions, and then issue security tokens that represent shares and allow shareholders a stake in their company’s equity as well as a share in their profits in form of dividends, interests, and so on.