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

Whitelist0x
Whitelist0x
Published in
2 min readSep 10, 2018

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.

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