Email Alerts

Overview

The B2i email alerts system offers you the ability to customize emails to your brand and automate for press releases, SEC filings, calendar/event reminders, and stock data. Additionally, it provides the flexibility to send email blasts for your custom content.

Other features include storing multiple email template designs, real-team notifications when website visitors subscribe, weekly subscriber activity recap, and a CRM dashboard for viewing and managing subscriber lists.

We ensure full compliance with GDPR, CCPA, and CASL regulations, safeguarding data privacy and adhering to consent requirements, including a double opt-in capability.

Best Practice:
Make sure to include an email opt-in section within your investor website that is easily accessible. Ensure you are meeting all email communication regulations.

B2i Data Retention and Usage Policy:

  • B2i does not use client’s data in any way except to fulfill email notifications and to report usage within the IR Office portal.
  • B2i does not share, sell, retain or use for B2i marketing any contact data that we temporarily store for client’s efforts.
  • B2i removes all of client’s contact data once the B2i license is discontinued.
  • B2i stands by data privacy efforts of state and federal laws.

Key Features

Corporate Branding

We customize your email alerts to align with your corporate brand/style guide. From logos to color schemes, every communication reflects the unique essence of your organization. The B2i system allows your emails to replicate the look of a web page and include links to key content on your website, improving engagement and accessibility.

Automated and Manual Emails

B2i allows the ability to send automated emails for content that comes across as data feeds as well as allowing you to send email blasts for any custom content.

Add Email Subscribe Form to Any Webpage

The B2i email subscription form seamlessly integrates into any website using our JavaScript API or WordPress plugin. It supports multiple email lists, including SEC filings, press releases, end-of-day stock details, along with custom lists tailored to your needs.

Receive New Email Subscriber Notifications in Real-time

Being notified when your website visitors subscribe to your email alerts in real time allows your IR team to promptly follow up with high profile contacts.

New Email Subscriber Auto-reply and Verification

B2i enables you to customize a welcome email to new subscribers, which can also function as a double opt-in verification email.

Security at the Forefront

B2i leverages modern email security standards to help ensure delivery of your email notifications. DKIM, DMARC, and SPF are the three main mechanisms maintaining the security of emails. These protocols prevent unauthorized email spoof sending and give recipients confidence that the messages are valid and verified.