How Do I Submit a Deal to Funders via "Email with a Link" to Access Large Files?

With an email account connected (see article to connect your email account) to MCA Suite, you can submit Deals to Funders by sending them an email with a link to access large attachments related to the Merchant.

To email a Deal with a link to Funders, and create a submission record, locate the Submission section on the Application Page and click on the "Email" button.

You will be taken to the Email Submission page, which is the same page you would use for sending Submission Emails with attached files (instead of via link; refer to this article for the details). 

To send a Submission Email with a link, select the "Email Link with attachments" checkbox; this will update the listing of Funders. In order for Funders to appear on this list, they must have both a Submission Email Address AND a Submission Link Password set in their Contact record. Refer to this article for information on how to set this up.

You are expected to share the Submission Link Password with the Funders in your network. 

You can now select multiple Funders and files from the lists by clicking on the items. You can also perform the following tasks: 

1. Provide a Submission Status (applied to all the submission entries);
2. Select text from templates you have available (refer to this article on how to setup templates);
3. Enter a subject line for the email that is going out to the selected Funders.

In the email body, you will see a link {{SUB_LINK}} which is the tag for the unique link that MCA Suite will generate when the emails are sent to Funders. MCA Suite will create unique links for each Funder. 

Funders will receive an email with a link to access the selected file(s). When the Funder clicks on the link, the user will be asked to enter a password that you have setup for the Funder (in the Submission Link Password section of their Contact page) to access the files.  

Refer to this article for more details on how Submission Links work.

After you have clicked on "Send," MCA Suite will create submission record(s) for selected Funders which you can view on the Submission List page.