On the bottom left corner of the Fundmore sidebar, you'll see the name of the logged in user and a circle with their initials.

Click on the name and select "View profile." This will take you to your profile page, which is specific to each user (not to be confused with the Settings page, which is for the whole Workspace).

Near the top of your screen are multiple tabs. You'll be on Details, but you need to head to the Senders tab.

Once there, click the + New sender button in the top right. The form to create a new Sender will appear.

Here's an overview of each Sender field and what it means:

To make sure your email account is connected, return to your profile page under the Senders tab. Hover over the Sender you'd like to verify and click Send test email.

Enter a different email address to receive the test email at and click Confirm.

If your email account is successfully connected, you'll receive the test email and the Sender's status will say something like "Verified at 2024-09-11T20:45:54.506Z".

But if the connection could not be verified, the Sender's status will display the error message from your email provider.

Let's return to the Profile page, but instead of the Senders tab we'll switch back to the Details tab.

On the bottom you'll see a collapsed section called "Defaults." Click on it to expand the section.

Now click on the Edit button at the top right corner of your screen. All the fields should immediately become editable.

The first field in the Defaults section is called "Default submission sender." Click the dropdown and select the Sender that you'd like as your default for submitting deals.

What this means is that whenever you open the Submit window on a deal, the "Send from" field will pre-populate with your default Sender.

You'll still be able to change the Sender for that specific deal if necessary. But setting a default speeds things up when you're almost always using the same Sender.

Navigate into any single deal page and click the Submit button on the top right.

The first field in the Submit window will be "Send from," which is required. You can leave the default Sender selected, select a different one, or create a new Sender.

Before you submit, make sure that:

Then whenever you're ready, click Submit and Confirm. A separate email will go out to each funder, and you can keep track of them under the Submissions table.

To test your setup without actually sending emails to funders, hover over

just create a Test Funder and add your own email address under it.

Then you can select that Funder under a deal and submit as you normally would.

Sometimes, an email will fail to go through. The submission will have a status of errored and you can click "View error" to see the error message given by your email provider.

Here are some of the most common errors and how to fix them:

If something isn't clear in this article or you have a question about any related topics, feel free to send a message to us and we'll get to it as soon as we can.

Now you can get back to funding more, with Fundmore!